BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-02-10
- IRS object ID
- 201700419349100120
- Schema version
- 2015v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-10T15:48:10-06:00 | ReturnTs |
| Tax Period End | 2016-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341523030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBER MARKEY FEDOROVICH & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 RIDGEWOOD ROAD SUITE 300 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650230453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERLIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O TERRY LAWRENCE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERL | BusinessNameControlTxt |
| Phone | 3308672490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DR | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MADELINE BERLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3308672490 | PhoneNum |
| Signature | 2017-01-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD C FEDOROVICH | PreparerPersonNm |
| PTIN | P00403148 | PTIN |
| Phone | 3307629785 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,605,631 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,718,005 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,583 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,583 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $256,352 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $256,350 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,111 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,111 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,111 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,187 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,187 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,066,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,231 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,416 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,416 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,981 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,884 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,832 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $647,088 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $647,088 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $768,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,832 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $647,088 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,297,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $310,399 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,897,830 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,271,222 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,271,222 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,976,481 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,209,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,334,409 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,874,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,480,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,605,631 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $241 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,874,070 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,480,827 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,874,070 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,480,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,874,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,480,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,874,070 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,297,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $349,968 | OtherIncreasesAmt |
| Subtotal | $14,521,798 | SubtotalAmt |
| Other Decreases | $40,971 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,480,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN FROM LANDMARK K-1 | P | 2015-11-01 | 2016-10-31 | $9,160 | $9,160 | $9,160 |
| CAPITAL GAIN FROM LANDMARK K-1 | P | 2014-01-01 | 2016-10-31 | $31,035 | $31,035 | $31,035 |
| CAPITAL GAINS DIVIDENDS | P | $32,916 | $32,916 | $32,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,111 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $721,492 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,464,117 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057886 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $775,008 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,058,780 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070081 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $736,361 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,731,235 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075670 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $561,451 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,528,576 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065832 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $540,701 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,811,008 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069223 | DistributionYr5Rt |
| Total Distribution | 0.338692 | TotalDistributionRt |
| Average Distribution | 0.067738 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,158,372 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $891,322 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,104 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $894,426 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $647,088 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,208 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,208 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,320 | TotalPaymentsAndCreditsAmt |
| Tax Due | $888 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 | TERRY LAWRENCE | IndividualWithBooksNm |
| Phone | 3308672490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| MADELINE BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ROBIN BERLIN KANE | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | VICE PRESIDENT | 40.00 | $65,000 | $0 | $0 |
| ROBERT BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | ASSISTANT SECRETARY | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,046,824 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,446,437 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $865,492 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,358,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,358,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,158,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $657,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $657,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,208 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,567 | IncomeTaxAmt |
| Total Tax | $9,775 | TotalTaxAmt |
| Distributable Before Adj | $648,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $648,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $648,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $647,088 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $647,088 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $647,088 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $648,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $155,536 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $143,337 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $263,703 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $228,171 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $103,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $894,351 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $647,088 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $647,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,056 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,056 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $893,295 | 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 | $154,480 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $738,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $143,337 | ExcessFromYear4Amt |
| Excess From Year3 | $263,703 | ExcessFromYear3Amt |
| Excess From Year2 | $228,171 | ExcessFromYear2Amt |
| Excess From Year1 | $103,604 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBIN BERLIN KANE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3308672490 | RecipientPhoneNum |
| Form And Info And Materials | NARRATIVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AKRON ART MUSEUM | ||||||||
| ONE SOUTH HIGH | AKRON | OH | 44308 | NONE | PC | ARTS | $1,000 | |
| AKRON CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| ONE PERKINS SQUARE | AKRON | OH | 443081062 | NONE | PC | HIGH RISK PREGNANCIES | $50,000 | |
| AKRON-CANTON REGIONAL FOOD BANK | ||||||||
| PO BOX 1580 | AKRON | OH | 44309 | NONE | PC | COMMUNITY SERVICE | $500 | |
| ALPHA 1 FOUNDATION | ||||||||
| 3300 PONCE DE LEON BLVD | CORAL GABLES | FL | 33134 | NONE | PC | DISEASE RESEARCH | $100 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 3624 W MARKET ST | FAIRLAWN | OH | 44333 | NONE | PC | DISEASE RESEARCH | $100 | |
| BATH CHURCH | ||||||||
| 3980 W BATH ROAD | AKRON | OH | 44333 | NONE | PC | MEMORIAL | $100 | |
| BATTERED WOMEN'S SHELTER | ||||||||
| 974 E MARKET ST | AKRON | OH | 44305 | NONE | PC | COMMUNITY SERVICE | $500 | |
| BOYS HOPE GIRLS HOPE | ||||||||
| 9619 GARFIELD BLVD | GARFIELD HEIGHTS | OH | 44125 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| BRIGHTFOCUS FOUNDATION | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PC | DISEASE RESEARCH | $500 | |
| BUONICONTI FUND TO CURE PARALYSIS | ||||||||
| 1095 NW 14TH TERRACE | MIAMI | FL | 33136 | NONE | MEDICAL | MEDICAL RESEARCH | $5,000 | |
| CAMILLUS HEALTH CONCERN INC | ||||||||
| ATTN SHED BOREN 336 NW 5TH STREET | MIAMI | FL | 33128 | NONE | PC | PUBLIC ASSISTANCE | $50,000 | |
| CITY OF AKRON HOLOCAUST MEMORIAL TRUST | ||||||||
| 166 S HIGH STREET RM 200 | AKRON | OH | 44308 | NONE | PC | EDUCATION | $500 | |
| DOLPHINS CYCLING CHALLENGE V UNIVERSITY OF MIAMI HEALTH SYSTEM | ||||||||
| 200 S BISCAYNE BLVD 6TH FLOOR | MIAMI | FL | 331315310 | NONE | PC | CANCER RESEARCH | $500 | |
| FISHER ISLAND DAY SCHOOL | ||||||||
| 2 VALENCIA DRIVE | MIAMI BEACH | FL | 33109 | NONE | PC | EDUCATION | $5,000 | |
| FISHER ISLAND PHILANTHROPIC FUND | ||||||||
| 3250 SW THIRD AVE | MIAMI | FL | 33129 | NONE | PC | COMMUNITY SERVICE | $70,000 | |
| FRIENDS OF MORSELIFE | ||||||||
| MORSELIFE HEALTH SYSTEM 4847 FRED | WEST PALM BEACH | FL | 33417 | NONE | PC | HEALTH & WELLNESS | $500 | GLADSTONE DR |
| GIRLS WRITE NOW INC | ||||||||
| 247 W 37TH STREET STE 1800 | NEW YORK | NY | 10018 | NONE | PC | EDUCATION | $1,000 | |
| JACK THE BIKEMAN | ||||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 33416 | NONE | PC | REFURBISHED BICYCLES FOR CHILDREN | $250 | |
| JEWISH COMMUNITY BOARD OF AKRON | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | JEWISH COMMUNITY ASSISTANCE | $200,000 | |
| JEWISH HERITAGE COMMISSION | ||||||||
| 505 EIGHTH AVENUE STE 601 | NEW YORK | NY | 10018 | NONE | PC | JEWISH HERITAGE - KING DAVID AWARD | $2,500 | |
| LAUREL SCHOOL | ||||||||
| ONE LYMAN CIRCLE | SHAKER HEIGHTS | OH | 441229548 | NONE | PC | CENTER FOR RESEARCH ON GIRLS | $1,000 | |
| LIFE CUBE LLC | ||||||||
| C/O SCOTT COHEN AIRSTREAM PARK 1001 | LAS VEGAS | NV | 89101 | NONE | PC | COMMUNITY ASSISTANCE | $500 | FREMONT ST |
| MENORAH PARK FOUNDATION | ||||||||
| 27100 CEDAR RD | BEACHWOOD | OH | 44122 | NONE | PC | FOUNDATION SUPPORT AND NURSING CARE | $1,000 | |
| MIAMI MUSIC PROJECT | ||||||||
| 2125 BISCAYNE BLVD STE 215 | MIAMI | FL | 33137 | NONE | PC | CHILDREN'S PROGRAMS | $1,000 | |
| MT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | PC | HEALTH CARE | $25,000 | |
| NATIONAL 911 MEMORIAL & MUSEUM | ||||||||
| PO BOX 96126 | WASHINGTON | DC | 200906126 | NONE | PC | MUSEUM OPERATIONS | $108 | |
| OHIO & ERIE CANALWAY COALITION | ||||||||
| 3800 EMBASS PARKWAY STE 300 | AKRON | OH | 44333 | NONE | PC | TOWPATH TRAIL & CONNECTOR FUNDRAISER | $101 | |
| OHIO FOUNDATION OF INDEPENDENT COLLEGES | ||||||||
| 250 E BROAD ST STE 1700 | COLUMBUS | OH | 432153722 | NONE | PC | PROGRAMS AND SCHOLARSHIPS | $500 | |
| PAN MASS CHALLENGE | ||||||||
| 50 GREEN PARK | NEWTON | MA | 02458 | NONE | PC | MEDICAL RESEARCH | $4,000 | |
| PEREZ ART MUSEUM | ||||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33130 | NONE | PC | ARTS | $1,000 | |
| RAINBOW BABIES & CHILDREN'S HOSPITAL | ||||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | HEALTH CARE | $5,000 | |
| REACH OUT AND READ OF GREATER NEW YORK | ||||||||
| 75 MAIDEN LANE 1102 | NEW YORK | NY | 10038 | NONE | PC | EARLY LEARNING PROGRAMS | $500 | |
| REVERE ROAD SYNAGOGUE | ||||||||
| 646 N REVERE RD | AKRON | OH | 44333 | NONE | PC | JEWISH COMMUNITY | $1,800 | |
| SHAW JEWISH COMMUNITY CENTER | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | JEWISH COMMUNITY | $504 | |
| STEWART'S CARING PLACE | ||||||||
| 2955 W MARKET ST STE R | AKRON | OH | 44333 | NONE | PC | PROGRAMMING SUPPORT, $100 IN MEMORY OF PHILIP WILLDMAN | $5,100 | |
| SUSAN G KOMEN 3-DAY | ||||||||
| 732 DELAWARE AVENUE | AKRON | OH | 44303 | NONE | PC | MEDICAL RESEARCH | $2,000 | |
| TEMPLE ISRAEL | ||||||||
| 133 MERRIMAN RD | AKRON | OH | 44303 | NONE | PC | RELIGIOUS | $30,000 | |
| THE AMERICAN HEART ASSOCIATION | ||||||||
| C/O TOM LUCK LUCKY SHOES 2685 W | FAIRLAWN | OH | 44333 | NONE | PC | HEART RESEARCH AND EDUCATION | $500 | MARKET STREET |
| THE CHAPEL | ||||||||
| 135 FIR HILL | AKRON | OH | 44304 | NONE | PC | HUMANITARIA - ORPHANS IN CAMBODIA | $10,000 | |
| THE FAMILY TREE | ||||||||
| 2108 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | COMMUNITY SERVICE | $2,500 | |
| THE GATHERING PLACE | ||||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | NONE | PC | HEALTH & WELLNESS, $10,000 MATCHING GIFT RACE FOR THE PLACE | $70,000 | |
| UNITED WAY OF SUMMIT COUNTY | ||||||||
| 90 N PROSPECT ST | AKRON | OH | 443091260 | NONE | PC | COMMUNITY SERVICE | $80,000 | |
| WALSH JESUIT HIGH SCHOOL | ||||||||
| 4550 WYOGA LAKE ROAD | CUYAHOGA FALLS | OH | 44224 | NONE | PC | SCHOLARSHIPS | $11,425 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | VETERAN SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $647,088 | 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 | $10,583 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,352 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,111 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $348,233 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $348,233 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES BERLIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7681 FISHER ISLAND DRIVE | AddressLine1Txt |
| City | FISHER ISLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,718,005 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5 SHARES BERKSHIRE HATHAWAY | $994,005 | 2015-12-03 |
| 1 | 8 SHARES BERKSHIRE HATHAWAY | $1,724,000 | 2016-10-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY INVESTMENTS | FMV | $12,430,343 | $12,430,343 |
| LANDMARK PARTNERS INVESTMENT | FMV | $249,482 | $266,167 |
| STRATEGIC PARTNERS VI INVESTMENT | FMV | $509,780 | $615,825 |
| STRATEGIC PARTNERS VII INVESTMENT | FMV | $20,000 | $22,074 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE - LANDMARK EQUITY PARTNERS | Desc |
| Amt | $40,971 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $350 | $0 | $0 |
| INSURANCE | $12,444 | $0 | $0 |
| WORKERS COMPENSATION | $177 | $0 | $0 |
| POSTAGE & DELIVERY | $47 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE (K-1) | $4,884 | $4,884 | $0 |
| NONDEDUCTIBLE EXPENSES (K-1) | $256 | $0 | $0 |
| BANK SERVICE CHARGE | $72 | $0 | $0 |
| OFFICE SUPPLIES | $165 | $0 | $0 |
| ADP CHARGES | $248 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASS-THROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $8,187 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,187 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,187 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) | $252,462 |
| BOOK TO TAX DIFFERENCE - STRATEGIC PARTNERS INVESTMENT | $97,506 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - K-1S | CategoryTxt |
| Amt | $26,416 | Amt |
| Net Investment Income | $26,416 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES & FILING FEES | $261 | $0 | $0 |
| PAYROLL TAXES | $4,948 | $0 | $0 |
| FOREIGN TAX PAID | $32 | $32 | $0 |
| FEDERAL INCOME TAX | $2,740 | $0 | $0 |