VANA FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VANA FAMILY FOUNDATION (EIN 20-1356963)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349100433
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T09:04:54-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271180831 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERITY PARTNERS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 PUBLIC SQ SUITE 2700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201356963 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VANA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VANA | BusinessNameControlTxt |
| Phone | 3302124756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST AVENUE NO 139 | AddressLine1Txt |
| City | TALLMADGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44278 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J VANA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3302124756 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW WOJTOWICZ CPA | PreparerPersonNm |
| PTIN | P00969025 | PTIN |
| Phone | 2164646266 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 3.13.226.155 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 15:46:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 62DB629EAACAFACF499932B92FA90E46D85DE72C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,040,527 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $39,288 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,329 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,020 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,223 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $42,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,571 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $583 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,354 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,137 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,634 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,891 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $902,892 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $901,460 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,014,636 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $944,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $927,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,040,527 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $944,220 | RetainedEarningBOYAmt |
| Retained Earning EOY | $927,351 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $944,220 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $927,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $944,220 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $927,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $944,220 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,869 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $927,351 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $927,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $25,000 | $21,959 | $3,041 | $3,041 |
| CAPITAL GAINS DIVIDENDS | P | $14,288 | $14,288 | $14,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,329 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,060 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,014,383 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056251 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,644 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,028,490 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055075 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $874,353 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053468 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,126 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $966,459 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056004 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,043,420 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052232 | DistributionYr5Rt |
| Total Distribution | 0.273030 | TotalDistributionRt |
| Average Distribution | 0.054606 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,006,814 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,978 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $376 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,354 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $753 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,394 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,394 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $641 | OverpaymentAmt |
| Applied To ES Tax | $641 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT VANA | IndividualWithBooksNm |
| Phone | 3302124756 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST AVENUE 139 | AddressLine1Txt |
| City | TALLMADGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT VANA | ||||||||
| 450 WEST AVENUE 139 | TALLMADGE | OH | 44278 | PRESIDENT; TRUSTEE/DIRECTO | 0.00 | $0 | $0 | $0 |
| VERONICA VANA-SNIDER | ||||||||
| 450 WEST AVENUE 139 | TALLMADGE | OH | 44278 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MATTHEW VANA | ||||||||
| 450 WEST AVENUE 139 | TALLMADGE | OH | 44278 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| FRANCINE NOVAK | ||||||||
| 450 WEST AVENUE 139 | TALLMADGE | OH | 44278 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| KRYSTYL VANA | ||||||||
| 450 WEST AVENUE 139 | TALLMADGE | OH | 44278 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| HELENA VANA | ||||||||
| 450 WEST AVENUE 139 | TALLMADGE | OH | 44278 | SECRETARY/TREASURER; TRUST | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $977,916 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,230 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,022,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,022,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,332 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,006,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $753 | TotalTaxAmt |
| Distributable Before Adj | $49,588 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,588 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,588 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,588 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,453 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,051 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,032 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,951 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,221 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,708 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,588 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,512 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,220 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,453 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,767 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,051 | ExcessFromYear4Amt |
| Excess From Year3 | $4,032 | ExcessFromYear3Amt |
| Excess From Year2 | $5,951 | ExcessFromYear2Amt |
| Excess From Year1 | $7,221 | ExcessFromYear1Amt |
| Excess From Current Year | $5,512 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT CENTER FOR CHILDREN | |||||||
| 4255 NORTHFIELD RD | HIGHLAND HILLS | OH | 44128 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,750 |
| ADOPTION BY GENTLE CARE | |||||||
| 270 S 5TH ST 6 | COLUMBUS | OH | 43215 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| AKRON COMMUNITY FOUNDATION | |||||||
| 345 W CEDAR ST | AKRON | OH | 44307 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| AKRON UNIVERSITY FOUNDATION - STEIN SCHOLARSHIP | |||||||
| 185 E MILL STREET | AKRON | OH | 44325 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 70 W STREETSBORO ST | HUDSON | OH | 44236 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| AMERICAN DIABETES ASSOCATION | |||||||
| 4500 ROCKSIDE RD 440 | INDEPENDENCE | OH | 44131 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| BY THE DAWN'S EARLY LIGHT | |||||||
| 9079 CRANBROOK DR | NORTHFIELD | OH | 44067 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| CATHOLIC CHARITIES OF PORTAGE COUNTY | |||||||
| 206 W MAIN STREET | RAVENNA | OH | 44266 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 1404 EAST NINTH STREET | CLEVELAND | OH | 44114 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 95 PINE STREET 16TH FL | NEW YORK | NY | 10005 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $750 |
| CLEVELAND APL | |||||||
| 1729 WILLEY AVE | CLEVELAND | NY | 44113 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| COMMUNITY SUPPORT SERVICES | |||||||
| 150 CROSS ST | AKRON | OH | 44311 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| DEYARMIN FOUNDATION | |||||||
| 488 N MUNROE ROAD | TALLMADGE | OH | 44278 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| FISHER HOUSE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| HIRAM FUND - HIRAM COLLEGE | |||||||
| PO BOX 67 | HIRAM | OH | 44234 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| MAGICAL THEATRE COMPANY | |||||||
| 565 W TUSCARAWAS AVE | BARBERTON | OH | 44203 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| ONE OF A KIND PETS | |||||||
| 1699 WEST MARKET STREET | AKRON | OH | 44313 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| OUR LADY OF VICTORY CHURCH | |||||||
| 105 NORTH AVENUE | TALLMADGE | OH | 44278 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVENUE | CLEVELAND | OH | 44115 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| ST HILARY CHURCH | |||||||
| 2750 WEST MARKET STREET | FAIRLAWN | OH | 44333 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| ST MARY'S CHURCH | |||||||
| 750 SOUTH MAIN STREET | AKRON | OH | 44311 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| ST VINCENT-ST MARY HIGH SCHOOL | |||||||
| 15 NORTH MAPLE STREET | AKRON | OH | 44303 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| ST VITUS CHURCH | |||||||
| 6019 LAUSCHE AVE | CLEVELAND | OH | 44103 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| STEWARTS CARING PLACE | |||||||
| 2955 W MARKET STREET STE R | FAIRLAWN | OH | 44333 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| THE OAK CLINIC | |||||||
| 3838 MASSILLON ROAD STE 360 | UNIONTOWN | OH | 66485 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| THE SUMMA FOUNDATION - CARING HEARTS | |||||||
| 525 E MARKET ST | AKRON | OH | 44304 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,750 |
| UNIVERSITY OF AKRON LAW SCHOOL | |||||||
| 150 UNIVERSITY AVE | AKRON | OH | 44325 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| DEYARMIN FOUNDATION | |||||||
| 488 N MUNROE ROAD | TALLMADGE | OH | 44278 | UNRELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| TALLMADGE ATHLETIC BOOSTERS | |||||||
| 140 S MUNROE ROAD | TALLMADGE | OH | 44278 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| CAROLINA PARK ELEMENTARY SCHOOL | |||||||
| 3650 PARK AVE BLVD | MT PLEASANT | SC | 29466 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| THE SUMMA FOUNDATION - NICU WOMEN'S | |||||||
| 525 E MARKET ST | AKRON | OH | 44304 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| UNIVERSITY OF AKRON MOVING FORWARD SCHOLARSHIP | |||||||
| 150 UNIVERSITY AVE | AKRON | OH | 44325 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| HIGHLAND FOUNDATION | |||||||
| 3880 RIDGE ROAD | MEDINA | OH | 44256 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,912 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,329 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,368 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,368 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERS GROUP PRIVATE EQUITY LLC | AT COST | $68,270 | $80,830 |
| ASHMORE EMERGING MARKETS TOTAL RETURN | AT COST | $81,000 | $76,159 |
| GUGGENHEIM FLOATING RATE STRATEGIES | AT COST | $15,164 | $14,692 |
| LOOMIS SAYLES INVESTMENT GRADE BOND | AT COST | $106,740 | $100,670 |
| AMG GW&K SMALL CAP CORE FUND | AT COST | $13,000 | $13,108 |
| DODGE & COX INTL STOCK FUND | AT COST | $99,356 | $95,995 |
| DWS RREEF REAL ESTATE | AT COST | $36,000 | $40,241 |
| EDGEWOOD GROWTH | AT COST | $76,420 | $126,347 |
| HARDING LOEVNER EMERGING MARKETS | AT COST | $86,433 | $118,728 |
| NEUBERGER BERMAN LONG SHORT FUND | AT COST | $47,400 | $53,164 |
| T ROWE PRICE CAPITAL APPRECIATION FUND | AT COST | $97,773 | $116,838 |
| T ROWE PRICE INTERNATIONAL DISCOVERY | AT COST | $65,870 | $62,004 |
| TORTOISE MLP & PIPELINE | AT COST | $36,000 | $32,190 |
| WELLS FARGO INTRINSIC VALUE | AT COST | $72,034 | $83,670 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $2,354 | $2,354 | $0 |
| OHIO FILING FEES | $200 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERS GROUP | $2,223 | $2,223 | $2,223 |
| CHARLES SCHWAB NONDIVIDEND DISTRIBUTIONS | $1,797 | $0 | $1,797 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FINANCIAL AGENT | $1,000 | $0 | $0 |
| FOREIGN TAX PAID | $583 | $583 | $0 |