THE@BRUCE & ERICA GREER FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE@BRUCE & ERICA GREER FAMILY FOUNDATION (EIN 65-6413886)
- Tax period
- 2014-04-01 to 2015-03-31
- Filed
- 2015-08-10
- IRS object ID
- 201532229349100473
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-10T01:40:52-00:00 | ReturnTs |
| Tax Period End | 2015-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Select Fiduciary LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 420 | AddressLine1Txt |
| City | Rootstown | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656413886 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bruce & Erica Greer Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 3308823106 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 Ott Drive | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce Greer | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3308823106 | PhoneNum |
| Signature | 2015-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin L Riemenschneider | PreparerPersonNm |
| Phone | 3307770600 | PhoneNum |
| Preparation | 2015-08-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $385,714 | 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 |
| Dividends Rev And Expnss | $8,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,513 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,121 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,513 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,282 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,284 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,284 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,349 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $192 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $146 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,350 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,680 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $321 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,680 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,321 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,068 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,602 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,808 | CashBOYAmt |
| Cash EOY | $2,242 | CashEOYAmt |
| Cash EOYFMV | $2,242 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,708 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,708 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $310,165 | CorporateStockBOYAmt |
| Corporate Stock EOY | $309,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $376,764 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $324,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $318,397 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $385,714 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $324,465 | CapitalStockBOYAmt |
| Capital Stock EOY | $318,397 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $324,465 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $318,397 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $324,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $318,397 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $324,465 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,068 | ExcessRevenueOverExpensesAmt |
| Subtotal | $318,397 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $318,397 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 485.594 Thornburg International Value | P | 2011-04-25 | 2014-08-15 | $14,786 | $15,000 | -$214 | -$214 |
| 49.676 Prudential Jennison Natural Resources | P | 2011-04-25 | 2015-02-11 | $2,028 | $2,608 | -$580 | -$580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,513 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,227 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $372,844 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.046204 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,912 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $345,329 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.048974 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,456 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $344,669 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.047744 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,481 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $340,067 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.045523 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,222 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $328,483 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.052429 | DistributionYr5Rt |
| Total Distribution | 000.240874 | TotalDistributionRt |
| Average Distribution | 000.048175 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $387,911 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,688 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $136 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $18,824 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,321 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $272 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $272 | SubtotalAmt |
| Tax Based On Investment Income | $272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $760 | OriginalReturnTaxPaidAmt |
| Overpayment | $488 | OverpaymentAmt |
| Applied To ES Tax | $488 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
| Individual With Books | Bruce Erica Greer | IndividualWithBooksNm |
| Phone | 3308823106 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 Ott Drive | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 442169459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Bruce Greer | ||||||
| 408 Ott Drive | Clinton | OH | 44216 | Trustee | 001.00 | $0 |
| Erica Greer | ||||||
| 408 Ott Drive | Clinton | OH | 44216 | Trustee | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $392,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $393,818 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $393,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,911 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,396 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,396 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $272 | TotalTaxAmt |
| Distributable Before Adj | $19,124 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,124 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,124 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,321 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $18,321 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $18,321 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,124 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,608 | UndistributedIncomePYAmt |
| Qualifying Distributions | $18,321 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,608 | AppliedToYear1Amt |
| Applied To Current Year | $713 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $18,411 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Burce and Erica Greer | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Bruce and Erica Greer Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 Ott Drive | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3308823160 | RecipientPhoneNum |
| Form And Info And Materials | Written requests must include the organizations mission statement as well as general financial information | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Requests must be received by December 15th | SubmissionDeadlinesTxt |
| Restrictions On Awards | Limited to organizations in Northeastern Ohio focused on giving back to the community, both locally and the larger community of man. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 903 WCPN Ideastream | ||||||
| PO Box 974392 | Cleveland | OH | 44194 | PC | General Fund | $500 |
| Akron Art Museum | ||||||
| 70 E Market St | Akron | OH | 44398 | PC | General Fund | $2,000 |
| Akron Canton Regional Foodbank | ||||||
| 350 Opportunity Parkway | Akron | OH | 44307 | PC | General Fund | $2,000 |
| Akron Civic Theater | ||||||
| 182 South Main St | Akron | OH | 44308 | PC | General Fund | $2,000 |
| American Friends Service Committee | ||||||
| PO Box 98015 | Washington | DC | 20090 | PC | General Fund | $200 |
| Conservancy for Cuyahoga Valley National Park | ||||||
| 1403 West Hines Hill Rd | Peninsula | OH | 44264 | PC | General Fund | $400 |
| Mother Jones Investigative Fund | ||||||
| PO Box 3029 | Langhome | PA | 19047 | PC | General Fund | $500 |
| Grand Traverse Regional Land Conservancy | ||||||
| 3860 North Long Lake Rd Suite D | Traverse City | MI | 49684 | PC | General Fund | $100 |
| Intermuseum Conservation Association | ||||||
| 2915 Detroit Ave | Cleveland | OH | 44113 | PC | General Fund | $100 |
| Metro Parks Foundation | ||||||
| 975 Treaty Line Rd | Akron | OH | 44313 | PC | General Fund | $500 |
| National Parks Conservation Association | ||||||
| 777 6th St NW Suite 700 | Washington | DC | 20001 | PC | General Fund | $500 |
| National Trust for Historic Preservation | ||||||
| 2600 Virginia Ave Sutie 1000 | Washington | DC | 20036 | PC | General Fund | $100 |
| Ohio & Erie Canalway Coalition | ||||||
| 47 West Exchange St | Akron | OH | 44308 | PC | General Fund | $500 |
| Policy Matters Ohio | ||||||
| 3631 Perkins Ave | Cleveland | OH | 44114 | PC | General Fund | $300 |
| Stan Hywet Hall & Gardens Curatorial Restoration | ||||||
| 714 North Portage Path | Akron | OH | 44303 | PC | Restoration Fund | $2,000 |
| Summit County Historial Society | ||||||
| 550 Copley Rd | Akron | OH | 44320 | PC | General Fund | $500 |
| Stan Hywet Hall & Gardens Development | ||||||
| 714 North Portage path | Akron | OH | 44303 | PC | Annual Fund | $2,000 |
| United Way of Summit County | ||||||
| 90 N Prospect St | Akron | OH | 44309 | PC | General Fund | $2,000 |
| Tip of the Mitt Watershed Council | ||||||
| 426 Bay St | Petoskey | MI | 49770 | PC | General Fund | $100 |
| Western Reserve Public Media | ||||||
| 1750 Campus Center Drive | Kent | OH | 44240 | PC | General Fund | $500 |
| Western Reserve Historical Society | ||||||
| 10825 East Boulevard | Cleveland | OH | 44106 | PC | General Fund | $500 |
| WKSU-FM | ||||||
| PO Box 5190 | Kent | OH | 44242 | PC | General Fund | $500 |
| Ohio Environmental Council | ||||||
| 1207 Grandview Ave | Columbus | OH | 43212 | PC | General Fund | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,769 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,513 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,282 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Select Fiduciary | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $175 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 485.594 Thornburg International Value | 2011-04 | P | 2014-08 | $14,786 | $15,000 | -$214 |
| 49.676 Prudential Jennison Natural Resources | 2011-04 | P | 2015-02 | $2,028 | $2,608 | -$580 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Growth Fund of America | $18,690 | $26,348 |
| Fidelity Advisor New Insights | $12,500 | $17,525 |
| MFS Value Fund-Class I | $8,151 | $20,211 |
| Vanguard Sm Cap Index Fd Inv Shrs | $7,059 | $13,858 |
| Vanguard Mid Cap Index Fund Inv Shrs | $10,605 | $24,695 |
| PIMCO Total Return Fund | $29,617 | $29,291 |
| Franklin Templeton Global Bond Fund | $20,430 | $18,704 |
| Federated Total Return Bond Fund | $29,877 | $29,807 |
| American Fundamental Investors Fund | $30,000 | $44,593 |
| Gateway Fund Class Y | $2,534 | $2,737 |
| Aston Anchor Captial Enhanced Equity | $2,503 | $2,758 |
| Oppenheimer Developing Markets | $5,591 | $5,957 |
| Pimco Low Duration Fund | $25,000 | $24,255 |
| Vanguard Short Term Bond Index | $15,000 | $15,100 |
| Aston Cornerstone Large Cap | $20,000 | $20,816 |
| Artisan International Value Fund | $15,000 | $14,387 |
| Vanguard 500 Index Fund | $40,000 | $49,282 |
| IShares MSCI EAFE | $14,890 | $14,438 |
| T Rowe Price Real Estate Fund | $2,000 | $2,002 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| State Filing Fee | $100 | $100 | |
| Office supplies | $92 | $46 | $46 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Huntington National Bank | CategoryTxt |
| Amt | $2,284 | Amt |
| Net Investment Income | $2,284 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Excise Tax on Investment Income | $589 |
| Estimated Excise Tax | $760 |