BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
Tax period: 2014-11-01 to 2015-10-31
Filed: 2016-03-11
IRS object ID: 201630719349100318
Schema version: 2014v6.0
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
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-03-11T16:52:28-06:00	ReturnTs
Tax Period End	2015-10-31	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	2014-11-01	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 CO JUDI ROMAN	BusinessNameLine1Txt

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	2016-03-08	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	2014	TaxYr
Build TS	2016-08-17 19:52:53Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$12,017,658	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	$1,282,262	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$17,860	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$17,860	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$282,366	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$282,366	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$10,529	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$361,336	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$6,051	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$5,223	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,578,010	TotalRevAndExpnssAmt
Total Net Invst Incm	$305,449	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$65,045	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$6,505	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$22,497	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$19,122	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$5,247	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$13	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$23,711	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$13,923	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$116,500	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$39,563	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$721,492	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$721,492	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$837,992	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$39,563	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$721,492	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$740,018	ExcessRevenueOverExpensesAmt
Net Investment Income	$265,886	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$2,024,440	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,897,830	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,897,830	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$9,541,648	OtherInvestmentsBOYAmt
Other Investments EOY	$9,976,481	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$10,119,828	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$11,566,088	TotalAssetsBOYAmt
Total Assets EOY	$11,874,311	TotalAssetsEOYAmt
Total Assets EOYFMV	$12,017,658	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$248	AccountsPayableBOYAmt
Accounts Payable EOY	$241	AccountsPayableEOYAmt
Total Liabilities BOY	$248	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$241	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$11,565,840	UnrestrictedBOYAmt
Unrestricted EOY	$11,874,070	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$11,565,840	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$11,874,070	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$11,566,088	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$11,874,311	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$11,565,840	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$740,018	ExcessRevenueOverExpensesAmt
Other Increases	$15,403	OtherIncreasesAmt
Subtotal	$12,321,261	SubtotalAmt
Other Decreases	$447,191	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$11,874,070	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN FROM LANDMARK EQUITY PARTNERS	P	2014-11-01	2015-10-31	$323	$323	$323
CAPITAL GAIN FROM LANDMARK EQUITY PARTNERS	P	2013-01-01	2015-10-31	$9,824	$9,824	$9,824
CAPITAL LOSS FROM SCHWAB ACCOUNT #0992	P	2014-06-16	2014-12-30	$298,598	-$73,267	-$73,267	$371,865
CAPITAL GAINS DIVIDENDS	P			$52,591	$52,591	$52,591

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$10,529	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$775,008	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$11,058,780	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.070081	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$736,361	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$9,731,235	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.075670	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$561,451	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$8,528,576	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.065832	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$540,701	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$7,811,008	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.069223	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$546,738	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$7,038,580	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.077677	DistributionYr5Rt
Total Distribution	0.358483	TotalDistributionRt
Average Distribution	0.071697	AverageDistributionRt
Net Vl Noncharitable Assets	$12,464,117	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$893,640	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,659	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$896,299	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$721,492	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,318	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,318	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,318	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$7,898	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$7,898	TotalPaymentsAndCreditsAmt
Overpayment	$2,580	OverpaymentAmt
Applied To ES Tax	$2,580	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	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	JUDI ROMAN	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	Yes (1)	ForeignAccountsQuestionInd
Foreign Country	CJ	ForeignCountryCd

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	$65,045	$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	$10,130,789	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,066,279	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$456,858	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$12,653,926	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$12,653,926	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$189,809	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$12,464,117	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$623,206	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$623,206	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,318	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,318	TotalTaxAmt
Distributable Before Adj	$617,888	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$617,888	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$617,888	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$721,492	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$721,492	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$721,492	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$617,888	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$195,636	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$155,536	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$143,337	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$263,703	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$228,171	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$986,383	TotalExcessDistributionCyovAmt
Qualifying Distributions	$721,492	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$617,888	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$103,604	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,089,987	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	$195,636	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$894,351	ExcessDistriCyovToNextYrAmt
Excess From Year4	$155,536	ExcessFromYear4Amt
Excess From Year3	$143,337	ExcessFromYear3Amt
Excess From Year2	$263,703	ExcessFromYear2Amt
Excess From Year1	$228,171	ExcessFromYear1Amt
Excess From Current Year	$103,604	ExcessFromCurrentYearAmt

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 (48 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
ONE PERKINS SQUARE	AKRON	OH	44308	NONE	PC	PROMISE CAMPAIGN	$83,334
AKRON COMMUNITY FOUNDATION
345 W CEDAR STREET	AKRON	OH	443072407	NONE	PUBLIC	HUMANITARIAN	$500
AKRON GENERAL VISITING NURSE SERVICE
1 HOME CARE PLACE	AKRON	OH	44320	NONE	PC	HOSPICE CARE	$100
AKRON-CANTON REGIONAL FOOD BANK
PO BOX 1580	AKRON	OH	44309	NONE	PC	COMMUNITY SERVICE	$500
BOYS HOPE GIRLS HOPE
9619 GARFIELD BLVD	GARFIELD HEIGHTS	OH	44125	NONE	PC	COMMUNITY SERVICE	$5,000
CHABAD OF AKRON
599 PEBBLE BEACH DRIVE	AKRON	OH	44333	NONE	PC	JEWISH COMMUNITY CAMP SCHOLARSHIPS	$25,000
CITY OF AKRON HOLOCAUST MEMORIAL TRUST
166 S HIGH STREET RM 200	AKRON	OH	44308	NONE	PC	EDUCATION	$500
CUYAHOGA COMMUNITY COLLEGE FOUNDATION
700 CARNEGIE AVENUE	CLEVELAND	OH	44115	NONE	PC	HEALTH CARE	$5,000
DOLPHINS CYCLING CHALLENGE V UNIVERSITY OF MIAMI HEALTH SYSTEM
200 S BISCAYNE BLVD 6TH FLOOR	MIAMI	FL	331315310	NONE	PC	CANCER RESEARCH	$1,000
FAMILY PROMISE OF SUMMIT COUNTY
111 EAST VORIS STREET STE A	AKRON	OH	44311	NONE	PC	ASSIST HOMELESS FAMILIES	$25,000
FISHER ISLAND PHILANTHROPIC FUND
3250 SW THIRD AVE	MIAMI	FL	33129	NONE	PC	COMMUNITY SERVICE	$70,000
FRACTURED ATLAS
248 WEST 35TH ST 10TH FLOOR	NEW YORK	NY	10001	NONE	PC	ARTS - LIFE CUBE SCHOLARSHIP	$500
GIRLS ON THE RUN
750 WHITE POND DRIVE	AKRON	OH	44320	NONE	PC	COMMUNITY SERVICE	$2,100
HELP MALAWI
C/O RAVENCREST PRIVATE RESERVES	CLEVELAND	OH	44113	NONE	PC	COMMUNITY SERVICE	$2,000	BENEFIT 1836 W 25TH STREET SUITE 3B
HIRAM HOUSE
33775 HIRAM TRAIL	CHAGRIN FALLS	OH	44022	NONE	PC	CAMPERSHIP PROGRAM	$1,500
JACK THE BIKEMAN
PO BOX 17565	WEST PALM BEACH	FL	33416	NONE	PC	COMMUNITY SERVICE	$500
JEWISH COMMUNITY BOARD OF AKRON
750 WHITE POND DRIVE	AKRON	OH	44320	NONE	PC	JEWISH COMMUNITY ASSISTANCE	$200,000
JEWISH FAMILY SERVICES
750 WHITE POND DRIVE STE 550	AKRON	OH	44320	NONE	RELIGIOUS	JEWISH COMMUNITY ASSISTANCE	$500
LAUREL SCHOOL
ONE LYMAN CIRCLE	SHAKER HEIGHTS	OH	441229548	NONE	EDUCATION	NORTH STAR COLLABORATIVE/PRENTISS SOCIETY	$1,000
MIAMI MUSIC PROJECT
2125 BISCAYNE BLVD STE 215	MIAMI	FL	33137	NONE	PC	ARTS	$1,000
MICHAEL J FOX FOUNDATION
PO BOX 5014	HAGERSTOWN	MD	217145014	NONE	PC	PARKINSON'S RESEARCH	$500
MIRACLE FLIGHTS FOR KIDS
2764 N GREEN VALLEY PARKWAY 115	GREEN VALLEY	NV	890142120	NONE	PC	CHILDREN'S HOSPITAL	$2,500
MOURNING FAMILY FOUNDATION
100 S BISCAYNE BLVD 3RD FLOOR	MIAMI	FL	33131	NONE	PC	YOUTH DEVELOPMENT	$2,000
MT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROAD	MIAMI BEACH	FL	33140	NONE	PC	FOUNDER'S CLUB	$5,000
NATIONAL 911 MEMORIAL & MUSEUM
PO BOX 96126	WASHINGTON	DC	200906126	NONE	PC	MEMORIAL	$108
NORTH COAST COMMUNITY HOMES
14221 BROADWAY AVENUE	CLEVELAND	OH	441251953	NONE	PUBLIC	COMMUNITY SERVICE	$5,450
OHIO & ERIE CANALWAY COALITION
3800 EMBASS PARKWAY STE 300	AKRON	OH	44333	NONE	PC	TOWPATH TRAIL & CONNECTOR FUNDRAISER	$100
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	RESEARCH	$1,500
PEARLMAN MUSIC PROGRAM
19 WEST 69TH STREET STE 304	NEW YORK	NY	10023	NONE	PC	ARTS	$500
PEREZ ART MUSEUM
1103 BISCAYNE BLVD	MIAMI	FL	33130	NONE	PC	ARTS	$1,000
PREGNANCY CARE
195 E TALLMADGE AVE	AKRON	OH	44310	NONE	PC	COMMUNITY SERVICE	$3,000
PROJECT MEDISHARE
8260 NE 2ND AVENUE	MIAMI	FL	33138	NONE	MEDICAL	MEDICAL ASSISTANCE	$25,000
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	$2,500
SMITHSONIAN AMERICAN ART MUSEUM (SAAM)
36 NE 1ST STREET SUITE 1046	MIAMI	FL	33132	NONE	PC	ARTS	$1,000
STEPHEN A COMUNALE JR FAMILY CANCER FOUNDATION
PO BOX 13805	AKRON	OH	44333	NONE	PC	CANCER SUPPORT	$1,000
STEWART'S CARING PLACE
2955 W MARKET ST STE R	AKRON	OH	44333	NONE	PC	CANCER SUPPORT	$10,000
SUMMA HEALTH SYSTEM
PO BOX 2090	AKRON	OH	44309	NONE	PC	MEDICAL SERVICES	$25,000
SUSAN G KOMEN 3-DAY
732 DELAWARE AVENUE	AKRON	OH	44303	NONE	PC	RESEARCH	$2,000
TEMPLE ISRAEL
133 MERRIMAN RD	AKRON	OH	44303	NONE	PC	JEWISH COMMUNITY	$5,500
THE AMERICAN COMMITTEE WEIZMANN INSTITUE
WEIZMANN INSTITUTE OF SCIENCE - 130	NEW YORK	NY	10022	NONE	PC	CANCER RESEARCH	$50,000	EAST 59TH ST
THE AMERICAN HEART ASSOCIATION
C/O TOM LUCK LUCKY SHOES 2685 W	FAIRLAWN	OH	44333	NONE	PC	RESEARCH & EDUCATION	$500	MARKET STREET
THE GATHERING PLACE
23300 COMMERCE PARK	BEACHWOOD	OH	44122	NONE	PC	ANNUAL FUND, HEALTH & WELLNESS	$65,500
THEATRE ASPEN
110 E HALLAM ST STE 103	ASPEN	CO	81611	NONE	PC	ARTS	$1,000
UNITED WAY OF SUMMIT COUNTY
90 N PROSPECT ST	AKRON	OH	443091260	NONE	PC	COMMUNITY SERVICE	$80,000
URBAN VISION
PO BOX 1563	AKRON	OH	443091563	NONE	PUBLIC	COMMUNITY SERVICE	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$721,492	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	$17,860	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$282,366	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	01	ExclusionCd
Exclusion	$5,223	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	-$10,529	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Exclusion	01	ExclusionCd
Exclusion	$828	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$295,748	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$295,748	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 CHARITABLE LEAD ANNUIT	ContributorPersonNm

Contributor US Address ContributorUSAddress

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)
Total Contributions	$1,282,262	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES	$3,375	$0	$0
MANAGEMENT FEE - STRATEGIC PARTNERS	$19,122	$19,122	$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MORGAN STANLEY INVESTMENTS	FMV	$9,351,143	$9,351,143
LANDMARK PARTNERS INVESTMENT	FMV	$271,356	$257,232
STRATEGIC PARTNERS INVESTMENT	FMV	$353,982	$511,453

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
UNREALIZED GAIN (LOSS)	$442,547
BOOK TO TAX DIFFERENCE - LANDMARK EQUITY INVESTMENT	$4,644

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES	$350	$0	$0
INSURANCE	$9,142	$0	$0
WORKERS COMPENSATION	$237	$0	$0
POSTAGE & DELIVERY	$25	$0	$0
INVESTMENT INTEREST EXPENSE (K-1)	$2,361	$2,361	$0
OTHER INVESTMENT EXPENSES (K-1)	$11,562	$11,562	$0
NONDEDUCTIBLE EXPENSES (K-1)	$34	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM PASS-THROUGH ENTITIES	$5,223	$5,223	$5,223
MISCELLANEOUS INCOME	$828		$828

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	BOOK TO TAX DIFFERENCE - STRATEGIC PARTNERS INVESTMENT	Desc
Amt	$15,403	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES & FILING FEES	$261	$0	$0
PAYROLL TAXES	$4,973	$0	$0
FOREIGN TAX PAID	$13	$13	$0