JIM & VANITA OELSCHLAGER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JIM & VANITA OELSCHLAGER FOUNDATION (EIN 31-1528866)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202043149349101164
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T12:15:18-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3320 WEST MARKET STREET STE 300 | AddressLine1Txt |
| City | FAIRLAWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | 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 | 311528866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM & VANITA OELSCHLAGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OELS | BusinessNameControlTxt |
| Phone | 3306681234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3875 EMBASSY PARKWAY | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM OELSCHLAGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3306681234 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE E FOSTER CPA | PreparerPersonNm |
| PTIN | P01072348 | PTIN |
| Phone | 3305648500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 144.121.95.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-29 | IPDt |
| IP Tm | 11:17:51 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E281AA96880079D0A2D91FD79D5585B889EB5592 | 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 | $19,545,613 | 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 |
| Dividends Rev And Expnss | $322,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $322,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $900,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,920,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $900,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,223,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,223,590 | 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 |
| Accounting Fees Rev And Expnss | $14,401 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,367,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,367,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,381,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,367,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,158,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,223,590 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $755,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $996,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $996,989 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,684,522 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,264,811 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,548,624 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,439,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,261,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,545,613 | 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 | $8,439,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,261,800 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,439,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,261,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,439,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,261,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,439,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,158,299 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,281,361 | SubtotalAmt |
| Other Decreases | $19,561 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,261,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLD SILVER SPIDERS | P | 2010-12-01 | 2019-08-01 | $113,734 | $195,890 | -$82,156 | -$82,156 |
| 3850 SHS - CISCO | P | 1987-12-01 | 2019-03-01 | $206,554 | $58,905 | $147,649 | $147,649 |
| 25160 SHS - TCF FINANCIAL | P | 2012-10-01 | 2019-05-01 | $503,745 | $281,073 | $222,672 | $222,672 |
| 7335 SHS - TEVA | P | 2010-09-01 | 2019-05-01 | $79,308 | $400,335 | -$321,027 | -$321,027 |
| 4900 SHS - PAYCHEX | P | 2012-02-01 | 2019-09-01 | $401,402 | $155,624 | $245,778 | $245,778 |
| 6551 SHS - CIT GROUP | P | 2010-09-01 | 2019-09-01 | $300,221 | $257,634 | $42,587 | $42,587 |
| 3147 SHS - COGNIZANT | P | 2003-04-01 | 2019-10-01 | $191,740 | $7,427 | $184,313 | $184,313 |
| 800 SHS - JP MORGAN | P | 2012-02-01 | 2019-10-01 | $96,561 | $30,160 | $66,401 | $66,401 |
| 1020 SHS - PEPSICO | P | 2012-02-01 | 2019-10-01 | $136,308 | $66,430 | $69,878 | $69,878 |
| 5968 SHS - PFIZER | P | 2002-04-01 | 2019-10-01 | $217,163 | $221,413 | -$4,250 | -$4,250 |
| 6000 SHS - US BANCORP | P | 2012-02-01 | 2019-10-01 | $330,992 | $172,380 | $158,612 | $158,612 |
| 1713 SHS - WELLS FARGO | P | 2016-02-01 | 2019-10-01 | $85,735 | $79,843 | $5,892 | $5,892 |
| 1189 SHS - WATERS INC | P | 2012-08-01 | 2019-10-01 | $256,615 | $92,017 | $164,598 | $164,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $900,947 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,372,249 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,616,365 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066561 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,293,903 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,814,005 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072634 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,026,240 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,431,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066504 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $931,926 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,544,276 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059953 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $700,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,670,378 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051206 | DistributionYr5Rt |
| Total Distribution | 0.316858 | TotalDistributionRt |
| Average Distribution | 0.063372 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,436,304 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,104,973 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,236 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,117,209 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,367,260 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $12,236 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,236 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,204 | OverpaymentAmt |
| Applied To ES Tax | $2,204 | 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 | 0 | 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 | JIM OELSCHLAGER | IndividualWithBooksNm |
| Phone | 3306681234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3875 EMBASSY PARKWAY | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JIM OELSCHLAGER | ||||||||
| 3875 EMBASSY PARKWAY | AKRON | OH | 44333 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| VANITA OESCHLAGER | ||||||||
| 3875 EMBASSY PARKWAY | AKRON | OH | 44333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROBERT BRIGGS | ||||||||
| 3875 EMBASSY PARKWAY | AKRON | OH | 44333 | TRUSTEE | 2.00 | $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 | $17,026,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $675,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,701,831 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,701,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,527 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,436,304 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $871,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $871,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,236 | TotalTaxAmt |
| Distributable Before Adj | $859,579 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $859,579 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $859,579 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,367,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,367,260 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,236 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,355,024 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $859,579 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,458 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $173,630 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $277,961 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $421,995 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $370,233 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,268,277 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,367,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $859,579 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,507,681 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,775,958 | 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 | $24,458 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,751,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $173,630 | ExcessFromYear4Amt |
| Excess From Year3 | $277,961 | ExcessFromYear3Amt |
| Excess From Year2 | $421,995 | ExcessFromYear2Amt |
| Excess From Year1 | $370,233 | ExcessFromYear1Amt |
| Excess From Current Year | $1,507,681 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIM OELSCHLAGER | ContributingManagerNm |
| Contributing Manager | VANITA OESCHLAGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AKRON GENERAL HOSPITAL | |||||||
| 1 AKRON GENERAL AVE | AKRON | OH | 44307 | NONE | GENERAL FUND | $382,900 | |
| ARBOR ACRES | |||||||
| 1240 ARBOR ROAD | WINSTONSALEM | NC | 27104 | NONE | FUNDRAISER | $1,000 | |
| BONYOS KENYA MISSION | |||||||
| 610 TRELLIS GREEN DR | AKRON | OH | 44333 | NONE | GENERAL FUND | $5,000 | |
| BOY SCOUTS OF AMERICA GREAT TRAIL COUNCIL | |||||||
| 1601 S MAIN ST | AKRON | OH | 44301 | NONE | GENERAL FUND | $51,000 | |
| ERIC CARLE MUSEUM OF PICTURE BOOK ART | |||||||
| 125 W BAY ROAD | AMHERST | MA | 01002 | NONE | GENERAL FUND | $5,360 | |
| JUVENILE DIABETES RESEARCH | |||||||
| 6100 ROCKSIDE WOODS BOULEVARD NORTH | INDEPENDENCE | OH | 44131 | NONE | GENERAL FUND | $500 | 445 |
| NEIGHBORHOOD HEALTH CLINIC | |||||||
| 3569 RIDGE RD | CLEVELAND | OH | 44102 | NONE | GENERAL FUND | $25,000 | |
| OAK CLINIC | |||||||
| 3875 EMBASSY PARKWAY SUITE 250 | AKRON | OH | 44333 | NONE | GENERAL FUND | $100,000 | |
| SIERRA MADRE FOUNDATION | |||||||
| PO BOX 716 | SIERRA MADRE | CA | 91025 | NONE | ANNUAL FUND | $75,000 | |
| STAHLSTOWN VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 160 | STAHLSTOWN | PA | 15687 | NONE | GENERAL FUND | $25,000 | |
| UNIVERSITY OF AKRON | |||||||
| 302 BUCHTEL MALL | AKRON | OH | 44325 | NONE | GENERAL FUND | $335,000 | |
| TOYS FOR TOTS FOUNDATION | |||||||
| 790 EASTER AVE | AKRON | OH | 44307 | NONE | GENERAL FUND | $500 | |
| MONTROSE ZION UNITED METHODIST CHURCH | |||||||
| 565 N CLEVELAND MASSILON RD | AKRON | OH | 44333 | NONE | GENERAL FUND | $50,000 | |
| NORTHWESTERN LAW SCHOOL | |||||||
| 375 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | GENERAL FUND | $60,000 | |
| SUMMA HEALTH FOUNDATION | |||||||
| 525 E MARKET ST | AKRON | OH | 44304 | NONE | GENERAL FUND | $1,250,000 | |
| COPLEY-FAIRLAWN ATHLETIC ASSOCIATION | |||||||
| PO BOX 4214 | COPLEY | OH | 44321 | NONE | GENERAL FUND | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,367,260 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $322,643 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $900,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,223,590 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,223,590 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,401 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,264,811 | EOYBookValueAmt |
| EOYFMV | $18,548,624 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $19,561 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $228 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |