RICHARD AND ALITA ROGERS FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD AND ALITA ROGERS FAMILY FOUNDATION (EIN 46-1469889)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349100832
- 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
- Form 990-PF
- Schedule B
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T08:57:14-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364267431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEASE & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE SUITE 400 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461469889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RICHARD S AND ALITA ROGERS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 3303153100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 538 WOODSIDE DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH ROGERS MORRIS | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3303153100 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN M MORAN | PreparerPersonNm |
| PTIN | P01082734 | PTIN |
| Phone | 2163489600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,750,993 | 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 | $3,202,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $749 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $749 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,187 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,248,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,187 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,333,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,082 | 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 |
| Other Prof Fees Rev And Expnss | $18,470 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,635 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,635 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $283,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,030,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,082 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $38,633 | CashEOYAmt |
| Cash EOYFMV | $38,633 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,522,550 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,453,840 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,581,949 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,891,695 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,928,411 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,202,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,202,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,522,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,586,168 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,750,993 | 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 | $5,522,550 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,586,168 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,522,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,586,168 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,522,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,586,168 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,522,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,030,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,646 | OtherIncreasesAmt |
| Subtotal | $8,586,168 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,586,168 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | $7,244,471 | $7,184,134 | $60,337 | $60,337 |
| CAPITAL GAINS DIVIDENDS | P | $3,850 | $3,850 | $3,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,187 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $175,935 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,510,970 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050110 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.050110 | TotalDistributionRt |
| Average Distribution | 0.025055 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,254,247 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $131,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,311 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $132,956 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $283,635 | 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 | $1,311 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,311 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,311 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $250 | AppliedToEsTaxAmt |
| Total Payments And Credits | $250 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,061 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | RICHARD S ROGERS | IndividualWithBooksNm |
| Phone | 3303153100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 380 WATER STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD S ROGERS | ||||||||
| 538 WOODSIDE DRIVE | AKRON | OH | 44303 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ALITA A ROGERS | ||||||||
| 538 WOODSIDE DRIVE | AKRON | OH | 44303 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SARAH ROGERS MORRIS | ||||||||
| 538 WOODSIDE DRIVE | AKRON | OH | 44303 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MADELINE ROGERS | ||||||||
| 538 WOODSIDE DRIVE | AKRON | OH | 44303 | DIRECTOR | 1.00 | $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 | $5,291,504 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,757 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,334,261 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,334,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,254,247 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,712 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,712 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,311 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,311 | TotalTaxAmt |
| Distributable Before Adj | $261,401 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $261,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $261,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $283,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $283,635 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,311 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $282,324 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $261,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $396 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $283,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $261,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,234 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,630 | 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 | $22,630 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $396 | ExcessFromYear1Amt |
| Excess From Current Year | $22,234 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKRON ART MUSEUM | ||||||
| ONE SOUTH HIGH | AKRON | OH | 44308 | PC | TO PROVIDE SUPPORT FOR THE AWARENESS, INTEREST, AND EDUCATION OF THE FINE ARTS. | $217,800 |
| AKRON CHILDREN'S HOSPITAL FOUNDATION | ||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | PC | TO PRODIVE SUPPORT FOR THE CHILDREN'S HOSPITAL MEDICAL CENTER. | $2,500 |
| AKRON CIVIC THEATRE | ||||||
| 182 SOUTH MAIN STREET | AKRON | OH | 44308 | PC | TO PROVIDE SUPPORT FOR THE ARTS. | $200 |
| AKRON COMMUNITY FOUNDATION | ||||||
| 345 WEST CEDAR STREET | AKRON | OH | 44307 | PC | TO PROVIDE SUPPORT TO IMPROVE THE QUALITY OF LIFE IN GREATER AKRON AREA. | $650 |
| AKRON-CANTON REGIONAL FOODBANK INC | ||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | PC | TO PROVIDE FOOD AND OTHER PRODUCTS FOR PEOPLE IN NEED. | $200 |
| AUSTEN BIOINNOVATION INSTITUTE IN AKRON | ||||||
| 47 NORTH MAIN STREET | AKRON | OH | 44308 | PC | TO PROVIDE PATIENT CENTERED INNOVATION AND COMMERCIALIZATION IN THE PUBLIC INTERESTS. | $100 |
| BARD COLLEGE | ||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | PC | TO PROVIDE SUPPORT FOR SCHOLARSHIPS AND FELLOWSHIPS. | $3,000 |
| BOY SCOUTS OF AMERICA INC | ||||||
| 1601 SOUTH MAIN STREET | AKRON | OH | 44301 | PC | TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL AND MORAL CHOICES. | $100 |
| BOYS AND GIRLS CLUB OF THE WESTERN RESERVE INC | ||||||
| 889 JONATHAN AVE | AKRON | OH | 44306 | PC | TO PROVIDE SUPPORT FOR THE ORGANIZATIONS ACTIVITIES. | $5,080 |
| CASA BOARD VOLUNTEER ASSOCIATION INC CO BETH CARDINA CASAGAL PROGRAM | ||||||
| 650 DAN ST | AKRON | OH | 44310 | PC | TO PROVIDE EVERY CHILD WHO ENTERS THE COURT SYSTEM WITH A TRAINED COMMUNITY VOLUNTEER TO ADVOCATE FOR WHAT IS IN THE CHILD'S "BEST INTEREST". | $300 |
| CASCADE LOCKS PARK ASSOCIATION | ||||||
| 248 FERNDALE STREET | AKRON | OH | 44304 | PC | TO PROVIDE SUPPORT IN THE PRESERVATION OF THE LOCKS PARK. | $100 |
| CFILE | ||||||
| 223 N GUADALUPE STREET 274 | SANTE FE | NM | 87501 | PC | TO FOSTER DIALOGUE ABOUT CERAMICS ACROSS THE MANY DISCIPLINES OF THE VISUAL ARTS AND TO SUPPORT HIGHER EDUCATION ABOUT CERAMICS IN ART SCHOOLS AND UNIVERSITIES. | $500 |
| CHILD GUIDANCE & FAMILY SOLUTIONS | ||||||
| 18 NORTH FORGE STREET | AKRON | OH | 44304 | PC | TO PROVIDE BEHAVIORAL HEALTH SERVICES TO CHILDREN, FAMILIES, AND ADULTS. | $200 |
| CHILDREN'S CONCERT SOCIETY UNIVERSITY OF AKRON | ||||||
| 198 HILL STREET | AKRON | OH | 44325 | PC | TO PROVIDE SUPPORT FOR MUSIC PROGRAMS. | $2,000 |
| CLEVELAND MUSEUM OF ART | ||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | PC | TO SUPPORT THE ARTS. | $1,000 |
| CUYAHOGA VALLEY COUNTRYSIDE CONSERVANCY | ||||||
| 2179 EVERETT ROAD | PENINSULA | OH | 44264 | PC | TO SUPPORT COMMUNITY BASED FOOD SYSTEMS THROUGHOUT NORTHEAST OHIO. | $125 |
| DANCE CLEVELAND | ||||||
| 13110 SHAKER SQUARE | CLEVELAND | OH | 44120 | PC | TO PROVIDE SUPPORT FOR DANCE CLASSES, EDUCATIONAL RESIDENCIES AND LECTURES. | $2,000 |
| FACING HISTORY AND OURSELVES | ||||||
| 2495 LEE BLVD 1C | CLEVELAND HEIGHTS | OH | 44118 | PC | TO ENGAGE STUDENTS OF DIVERSE BACKGROUNDS IN AN EXAMINATION OF RACISM, PREJUDICE AND ANTISEMITISM IN ORDER TO PROMOTE THE DEVELOPMENT OF A MORE HUMANE AND INFORMED CITIZENRY. | $300 |
| FRIENDS OF THE AKRON SCHOOL FOR THE ARTS INC | ||||||
| 333 RAMPART AVENUE | AKRON | OH | 44313 | PC | TO SUPPORT THE ARTS. | $500 |
| FRIENDS OF THE METRO PARKS | ||||||
| PO BOX 13364 | FAIRLAWN | OH | 44334 | PC | TO PROVIDE SUPPORT AND ENCOURAGE PUBLIC ENJOYMENT OF SUMMIT METRO PARKS THROUGH MEMBERSHIP, PROGRAMMING, AND ADVOCACY. | $200 |
| FRIENDS OF WKSU | ||||||
| 1613 EAST SUMMIT STREET | KENT | OH | 44242 | PC | TO PROVIDE SUPPORT FOR THE MEDIA ARTS. | $100 |
| GREATER AKRON MUSICAL ASSOCIATION INC | ||||||
| 92 NORTH MAIN STREET | AKRON | OH | 44308 | PC | TO PROVIDE SUPPORT FOR EDUCATION AND MUSICAL EXCELLENCE IN THE COMMUNITY. | $1,000 |
| GROUNDWORKS DANCE THEATER | ||||||
| 13125 SHAKER SQUARE SUITE 102 | CLEVELAND | OH | 44120 | PC | TO PROVIDE SUPPORT FOR PUBLIC AWARENESS OF DANCE THEATER. | $1,000 |
| HIRAM COLLEGE DEVELOPMENT OFFICE | ||||||
| PO BOX 67 | HIRAM | OH | 44234 | PC | TO PROVIDE SUPPORT FOR SCHOLARSHIPS, CAMPUS PRESERVATION, CLASSROOM RESOURCES AND OTHER INITIATIVES. | $2,000 |
| IDEASTREAM | ||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | TO PROVIDE SUPPORT TO STRENGTHEN THE COMMUNITY. | $400 |
| INTERMUSEUM CONSERVANCY ASSOCIATION | ||||||
| 2915 DETROIT AVENUE | CLEVELAND | OH | 44113 | PC | TO PROVIDE SUPPORT FOR ART CONSERVATION SERVICES. | $500 |
| KEEP AKRON BEAUTIFUL | ||||||
| 850 EAST MARKET STREET | AKRON | OH | 44305 | PC | TO PROVIDE SUPPORT FOR THE ENVIRONMENTAL MANAGEMENT OF THE CITY OF AKRON. | $1,000 |
| LAMBDA LEGAL DEVELOPMENT OFFICE | ||||||
| 105 W ADAMS STREET | CHICAGO | IL | 60603 | PC | TO PROVIDE SUPPORT FOR THE PURSUIT OF FULL RECOGNITION OF THE CIVIL RIGHTS OF LESBIANS, GAY MEN, BISEXUALS, TRANSGENDER PEOPLE ADN THOSE WITH HIV THROUGH IMPACT LITIGATION, EDUCATION AND PUBLIC POLICY WORK. | $400 |
| LOTUS HOUSE WOMEN'S SHELTER | ||||||
| 1514 NW 2ND AVENUE 1 | MIAMI | FL | 33136 | PC | TO PROVIDE SUPPORT, EDUCATION, ADVANCEMENT AND SOCIAL INCLUSION OF POOR, DISADVANTAGED AND HOMELESS WOMEN AND CHILDREN. | $1,000 |
| MUSEUM OF CONTEMPORARY ART CLEVEAND | ||||||
| 11400 EUCLID AVE | CLEVELAND | OH | 44106 | PC | TO SUPPORT CONTEMPORARY ART BY PUSHING THE BOUNDARIES OF INNOVATION, CREATIVITY AND EXPLORATION THROUGH EXHIBITIONS, PUBLICATIONS, EDUCATION, AND OUTREACH PROGRAMS. | $5,000 |
| NATIONAL COUNCIL ON EDUCATION FOR THE CERAMIC ARTS | ||||||
| 77 ERIE VILLAGE SQUARE SUITE 280 | ERIE | CO | 80516 | PC | TO PROVIDE SUPPORT FOR THE CERAMIC ARTS. | $6,500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY OHIO BUCKEYE CHAPTER | ||||||
| 6155 ROCKSIDE ROAD STE 202 | INDEPENDENCE | OH | 44131 | PC | TO PROVIDE SUPPORT FOR THE MULPTIPLE SCLEROSIS COMMUNITY. | $250 |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE AND EDUCATION FOUNDATION INC | ||||||
| 80001 BRADDOCK ROAD | SPRINGFIELD | VA | 22160 | PC | TO PROVIDE SUPPORT FOR LEGAL AID. | $500 |
| OHIO & ERIE CANALWAY COALITION | ||||||
| 47 WEST EXCHANGE STREET | AKRON | OH | 44308 | PC | TO PROVIDE SUPPORT FOR PRESERVATION OF THE OHIO & ERIE CANALS | $110 |
| PLANNED PARENTHOOD OF GREATER OHIO | ||||||
| 444 W EXCHANGE STREET | AKRON | OH | 44302 | PC | TO PROVIDE SUPPORT FOR EDUCATIONAL GUIDANCE AND MEDICAL SERVICES IN THE AREA OF FAMILY PLANNING. | $5,300 |
| PROJECT GRAD AKRON | ||||||
| 400 WEST MARKET STREET STE 1 | AKRON | OH | 44303 | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $200 |
| ROTARY CLUB OF AKRON | ||||||
| 240 NORTH PORTAGE PATH | AKRON | OH | 44303 | PC | TO PROVIDE SUPPORT FOR HUMANITARIAN SERVICE. | $3,000 |
| SPACES | ||||||
| 2220 SUPERIOR VIADUCT | CLEVELAND | OH | 44113 | PC | TO PROVIDE A RESOURCE AND PUBLIC FORUM FOR ARTISTS WHO EXPLORE AND EXPERIMENT. | $200 |
| SUMMA FOUNDATION | ||||||
| 525 EAST MARKET STREET | AKRON | OH | 44308 | PC | TO SUPPORT THE GOALS AND OBJECTIVES OF SUMMA HEALTH SYSTEM IN THE AREAS OF RESEARCH, MEDICAL EDUCATION, AND SPECIAL PROGRAMS. | $2,600 |
| SUMMIT COUNTY HISTORICAL SOCIETY OF AKRON OH | ||||||
| 550 COPLEY ROAD | AKRON | OH | 44320 | PC | TO PROVIDE SUPPORT IN MAINTAINING AND PRESERVING HISTORICAL BUILDINGS IN SUMMIT COUNTY. | $200 |
| THE HEALTH EDUCATION CENTER OF AKRON INC | ||||||
| 220 S BALCH ST | AKRON | OH | 44302 | PC | TO PROVIDE AGE APPROPRIATE, SENSITIVELY PRESENTED AND MEDICALLY ACCURATE PUBERTY EDUCATION. | $150 |
| THE LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||
| 5700 BRECKSVILLE RD | INDEPENDENCE | OH | 44131 | PC | TO PROVIDE SUPPORT IN FINDING A CURE FOR LEUKEMIA AND OTHER DISEASES. | $500 |
| THE OHIO FOUNDATION OF INDEPENDENT COLLEGES INC | ||||||
| 250 EAST BROAD STREET 1700 | COLUMBUS | OH | 43215 | PC | TO PROVIDE SUPPORT FOR HIGHER EDUCATION. | $350 |
| THE SUMMIT | ||||||
| 65 STEINER AVENUE | AKRON | OH | 44301 | PC | TO PROVIDE SUPPORT FOR THE MEDIA ARTS. | $120 |
| THINKGIVE INC | ||||||
| 26 ELM STREET | CONCORD | MA | 01742 | PC | TO PROVIDE SUPPORT TO INSPIRE YOUNG PEOPLE TO BE PHILANTHROPIC. | $200 |
| TUESDAY MUSICAL ASSOCIATION | ||||||
| 1 SOUTH MAIN STREET 301 | AKRON | OH | 44308 | PC | TO PROVIDE SUPPORT FOR THE ARTS. | $2,000 |
| UNITED DISABILITY SERVICES INC | ||||||
| 701 SOUTH MAIN STREET | AKRON | OH | 44311 | PC | TO PROVIDE SUPPORT FOR ENHANCING THE QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES AND THEIR CAREGIVERS. | $100 |
| UNITED WAY OF SUMMIT COUNTY | ||||||
| 90 NORTH PROSPECT STREET | AKRON | OH | 44304 | PC | TO PROVIDE SUPPORT FOR EDUCATION, FINANCIAL STABILITY, HEALTH, AND BASIC HUMAN SERVICES. | $10,000 |
| UNIVERSITY OF AKRON | ||||||
| 302 E BUCHTEL AVENUE | AKRON | OH | 44325 | PC | TO PROVIDE SUPPORT FOR SCHOLARSHIPS, GRANTS, AND LOANS. | $1,700 |
| VERB BALLET | ||||||
| 3445 WARRENSVILLE CENTER ROAD | SHAKER HEIGHTS | OH | 44122 | PC | TO PROVIDE OPPORTUNITY TO EXPERIENCE CONTEMPORARY DANCE TO MEMBERS OF THE COMMUNITY. | $150 |
| WESTERN RESERVE ACADEMY | ||||||
| 115 COLLEGE STREET | HUDSON | OH | 44236 | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $50 |
| YMCA ENDOWMENT FOUNDATION OF AKRON OHIO INC | ||||||
| 50 SOUTH MAIN STREET LL100 | AKRON | OH | 44308 | PC | TO PROVIDE SUPPORT FOR THE AKRON METROPOLITAN YMCA. | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,635 | 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 | $749 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,187 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,082 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,082 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSIDE MANAGEMENT LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 538 WOODSIDE DR | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,202,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | COLLECTIBLE ASSETS | NoncashPropertyDesc |
| Fair Market Value | $3,202,000 | FairMarketValueAmt |
| Received | 2014-12-31 | ReceivedDt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | OHIO DOES NOT REQUIRE A COMPLETE COPY OF THE FORM 990PF TO BE FILED WITH THE STATE. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD | BondNm |
| EOY Book Value | $1,891,695 | EOYBookValueAmt |
| EOYFMV | $1,928,411 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD | StockNm |
| EOY Book Value | $3,453,840 | EOYBookValueAmt |
| EOYFMV | $3,581,949 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COLLECTIBLE ASSETS | Desc |
| EOY Book Value | $3,202,000 | EOYBookValueAmt |
| EOYFMV | $3,202,000 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $32,646 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $18,470 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSIDE MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 538 WOODSIDE DR | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44303 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $5 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |