JIM & VANITA OELSCHLAGER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JIM & VANITA OELSCHLAGER FOUNDATION (EIN 31-1528866)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-18
- IRS object ID
- 201621099349100202
- Schema version
- 2015v2.1
- 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 | 2016-04-18T08:19:55-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341945206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKODA MINOTTI & CO | 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 | 2015-01-01 | 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 | 2016-02-22 | 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 | 3306681100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,319,419 | 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 | $7 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $233,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $712,439 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,309,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $712,439 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $945,896 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $945,889 | 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 | $6,913 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $1,233 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $941,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $941,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $949,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $941,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,635 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $945,889 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $252,992 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $307,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $307,208 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,442,863 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,368,910 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,012,211 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,695,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,676,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,319,419 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $8,695,855 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,676,118 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,695,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,676,118 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,695,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,676,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,695,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,635 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,692,220 | SubtotalAmt |
| Other Decreases | $16,102 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,676,118 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 200 SHS CITIZENS FINANCIAL | 2015-03-25 | 2015-03-26 | $4,804 | $4,750 | $54 | $54 |
| 200 SHS MYLAN | 2015-04-06 | 2015-04-07 | $11,676 | $11,670 | $6 | $6 |
| 150 SHS ETSY INC | 2015-04-08 | 2015-05-15 | $2,913 | $2,400 | $513 | $513 |
| 100 SHS IMS HEALTH | 2015-05-12 | 2015-05-12 | $2,761 | $2,750 | $11 | $11 |
| 100 SHS FITBIT | 2015-06-23 | 2015-06-23 | $3,056 | $2,000 | $1,056 | $1,056 |
| 200 SHS SUNOCO | 2015-07-15 | 2015-07-16 | $7,947 | $8,020 | -$73 | -$73 |
| 2200 SHS BROADCOM | 2008-10-01 | 2015-05-21 | $104,608 | $37,408 | $67,200 | $67,200 |
| 3000 SHS COGNIZANT | 2003-04-01 | 2015-08-20 | $201,262 | $7,080 | $194,182 | $194,182 |
| 1600 SHS COGNIZANT | 2003-04-01 | 2015-11-27 | $103,205 | $3,776 | $99,429 | $99,429 |
| 300 SHS AMAZON | 2008-11-01 | 2015-12-22 | $198,945 | $15,237 | $183,708 | $183,708 |
| 6500 SHS MEDTRONIC PLC | 2012-10-01 | 2015-12-09 | $502,083 | $271,941 | $230,142 | $230,142 |
| 200 SHS INTL BUSINESS MACHINE | 2012-10-01 | 2015-12-18 | $166,048 | $229,837 | -$63,789 | -$63,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $712,439 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $700,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,670,378 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051206 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $420,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,850,450 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035442 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $912,628 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,324,466 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.088395 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $694,572 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,506,289 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060365 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $486,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,201,552 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047689 | DistributionYr5Rt |
| Total Distribution | 0.283097 | TotalDistributionRt |
| Average Distribution | 0.056619 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,544,276 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $880,101 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,459 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $889,560 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $941,385 | 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 | $9,459 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,459 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,459 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1,460 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM OELSCHLAGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
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 | $15,472,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $308,090 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,780,991 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,780,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $236,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,544,276 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $777,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $777,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,459 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,459 | TotalTaxAmt |
| Distributable Before Adj | $767,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $767,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $767,755 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $941,385 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $941,385 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,459 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $931,926 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $767,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $447,001 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $24,458 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $471,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $941,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $767,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $173,630 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $645,089 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $645,089 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $447,001 | ExcessFromYear3Amt |
| Excess From Year1 | $24,458 | ExcessFromYear1Amt |
| Excess From Current Year | $173,630 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OAK CLINIC | ||||||
| 3875 EMBASSY PARKWAY SUITE 250 | AKRON | OH | 44333 | NONE | ENDOWMENT | $684,385 |
| NORTHEAST OHIO COUNCIL FOR HIGHER EDUCATION | ||||||
| 1501 EUCLID AVENUE SUITE 423 | CLEVELAND | OH | 44115 | NONE | GENERAL FUND | $100,000 |
| CHILDRENS HOSPITAL OF AKRON | ||||||
| 215 W BOWERY STREET | AKRON | OH | 44308 | NONE | GENERAL FUND | $100,000 |
| UNIVERSITY OF MOUNT UNION | ||||||
| 1972 CLARK AVENUE | ALLIANCE | OH | 44601 | NONE | GENERAL FUND | $30,000 |
| MONTROSE ZION | ||||||
| 565 N CLEVELAND MASSILLON ROAD | AKRON | OH | 44333 | NONE | GENERAL FUND | $1,000 |
| UNITED WAY | ||||||
| 90 N PROSPECT STREET | AKRON | OH | 44304 | NONE | GENERAL FUND | $10,000 |
| TOYS FOR TOTS | ||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 221721776 | NONE | GENERAL FUND | $500 |
| RONALD MCDONALD HOUSE OF AKRON | ||||||
| 245 LOCUST STREET | AKRON | OH | 44302 | NONE | GENERAL FUND | $500 |
| UNIVERISTY OF AKRON FOUNDATION | ||||||
| 200 E EXC 160 | AKRON | OH | 44304 | NONE | FOUNDATION | $5,000 |
| DENISON UNIVERSITY ANNUAL FUND | ||||||
| 100 W COLLEGE STREET | GRANVILLE | OH | 43023 | NONE | ANNUAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $941,385 | 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 | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,450 | 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 | $712,439 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $945,896 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $945,896 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $5,300 | $0 | $0 |
| LEGAL | $1,613 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $8,368,910 | EOYBookValueAmt |
| EOYFMV | $16,012,211 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $16,102 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEE | $33 | $0 | $0 |
| OHIO FILING FEE | $1,200 | $0 | $0 |