STRATEGY STUDIO / PUBLIC DATA EXPLORER

TONI ROSS SPIRIT FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TONI ROSS SPIRIT FOUNDATION INC (EIN 46-5655359)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201523179349102067
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-13T15:26:35-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN452786187PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FLUENT & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18560 SOUTH AVE STE 2AddressLine1Txt
CityPOLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44514ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465655359EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TONI ROSS SPIRIT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTONIBusinessNameControlTxt
Phone3309531396PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18560 SOUTH AVE SUITE 2AddressLine1Txt
CityPOLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44514ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN ROSSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3309531396PhoneNum
Signature2015-04-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonADDISON G FLUENT IIIPreparerPersonNm
PTINP00173113PTIN
Phone3309531396PhoneNum
Preparation2015-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$103,959FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$115,450ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$863DividendsRevAndExpnssAmt
Dividends Net Invst Incm$863DividendsNetInvstIncmAmt
Dividends Adj Net Incm$863DividendsAdjNetIncmAmt
Total Rev And Expnss$116,316TotalRevAndExpnssAmt
Total Net Invst Incm$866TotalNetInvstIncmAmt
Total Adj Net Incm$866TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$878AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$878AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$2,263OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,263OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,141TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,141TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,216ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,216ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,357TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,357TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$103,959ExcessRevenueOverExpensesAmt
Net Investment Income$866NetInvestmentIncomeAmt
Adjusted Net Income$866AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$33,096CashEOYAmt
Cash EOYFMV$33,096CashEOYFMVAmt
Corporate Stock EOY$70,863CorporateStockEOYAmt
Corporate Stock EOYFMV$70,863CorporateStockEOYFMVAmt
Total Assets EOY$103,959TotalAssetsEOYAmt
Total Assets EOYFMV$103,959TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning EOY$103,959RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances EOY$103,959TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$103,959TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$103,959ExcessRevenueOverExpensesAmt
Subtotal$103,959SubtotalAmt
Tot Net Ast Or Fund Balances EOY$103,959TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17InvestmentIncomeExciseTaxAmt
Subtotal$17SubtotalAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Tax Due$17TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FLUENT & ASSOCIATES LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3309531396PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18560 SOUTH AVE STE 2AddressLine1Txt
CityPOLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44514ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN A ROSS II
9565 HUNT CLUB TRAILWARRENOH44484PRESIDENT0.00$0$0$0
JOHN A ROSS III
9565 HUNT CLUB TRAILWARRENOH44484TRUSTEE0.00$0$0$0
SEAN ROSS
9565 HUNT CLUB TRAILWARRENOH44484TRUSTEE0.00$0$0$0
KATRINA BRILL
2526 FOREST SPRINGS DRWARRENOH44484VICE PRESIDE0.00$0$0$0
KEVIN L ROSS
9565 HUNT CLUB TRAILWARRENOH44484TRUSTEE0.00$0$0$0
ALEXIS ROSS
9565 HUNT CLUB TRAILWARRENOH44484TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,653AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,589AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,242TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$32,242AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$484CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,758NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,588MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,588MinimumInvestmentReturnAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Total Tax$17TotalTaxAmt
Distributable Before Adj$1,571DistributableBeforeAdjAmt
Distributable Before Ded$1,571DistributableBeforeDedAmt
Distributable As Adjusted$1,571DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,357ExpensesAndContributionsAmt
Qualifying Distributions$12,357QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,357AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,571DistributableAsAdjustedAmt
Qualifying Distributions$12,357QualifyingDistributionsAmt
Applied To Current Year$1,571AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,786RemainingDistriFromCorpusAmt
Total Corpus$10,786TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,786ExcessDistriCyovToNextYrAmt
Excess From Current Year$10,786ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN A ROSSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOHN A ROSSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19565 HUNT CLUB TRAILAddressLine1Txt
CityWARRENCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44484ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3309849591RecipientPhoneNum
Recipient Email AddressKATRINABRI@YAHOO.COMRecipientEmailAddressTxt
Form And Info And MaterialsTHE REQUESTING PARTICIPANT MUST BE A VALID 501(C)3 AND THE REQUEST MUST COME IN LETTER FORMAT EXPLAINING THE PURPOSE OF THE REQUEST.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
HOWLAND TIGER BOOSTER CLUB INC
PO BOX 8826WARRENOH44484CHARITABLE$350
NATIONJAL HONOR SOCIETY
8200 SOUTH STREET SEWARRENOH44484CHARITABLE$1,578HOWLAND LOCAL SCHOOLS
HOWLAND ATHLETIC CLUB INC
850 HOWLAND WILSON RD NEWARRENOH44484CHARITABLE$12
AKRON CHILDRENS HOSPITAL
ONE PERKINS SQUAREAKRONOH44308CHARITABLE$503
TRUMBULL CO WOLVES DEN XXII
PO BOX 3172ERIEPA16508CHARITABLE$2,000
ST JUDE CHILDREN'S REHAB
262 DANNY THOMAS PLACEMEMPHISTN38105CHARITABLE$615RESEARCH HOSPITAL
ENRICHMENT CENTER INC
2035 VAN WYE ST SEWARRENOH44484CHARITABLE$849
SHEPARD OF THE VALLEY
1500 MCKINLEY AVENILESOH44446CHARITABLE$242
AUTUMN HILLS CARE CENTER
2565 NILES VIENNA RDNILESOH44446CHARITABLE$243
HOWLAND TIGER BOOSTER CLUB INC
PO BOX 8826WARRENOH44484CHARITABLE$2,324
RONALD MCDONALD HOUSE CHARITIES INC
245 LOCUST STAKRONOH44302CHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,216TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$863ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$866ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$866TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN A ROSS IIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19565 HUNT CLUB TRAddressLine1Txt
CityWARRENCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44484ZIPCd
FieldValueIRS element (for citing)
Total Contributions$115,350TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$878Amt
Disbursements Charitable Prps$878DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$70,863EOYBookValueAmt
EOYFMV$70,863EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
OFFICE EXPENSE$1,713$1,713
SUPPLIES$550$550

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOHN ROSSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19565 HUNT CLUB TRAILAddressLine1Txt
CityWARRENCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44484ZIPCd