THE@BRUCE & ERICA GREER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE@BRUCE & ERICA GREER FAMILY FOUNDATION (EIN 65-6413886)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-07-10
- IRS object ID
- 201421919349100752
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-10T05:39:40-00:00 | ReturnTs |
| Tax Period End | 2014-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Select Fiduciary LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 420 | AddressLine1 |
| City | Rootstown | City |
| State | OH | State |
| ZIP Code | 44272 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Clinton | City |
| State | OH | State |
| ZIP Code | 44216 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce Greer | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin Riemenschneider | PreparerPersonNm |
| Phone | 3307770600 | PhoneNum |
| Preparation | 2014-07-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $383,374 | 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 | $6,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $144,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,622 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,655 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,655 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $509 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $382 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $127 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,184 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,184 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,566 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $227 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,566 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,089 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,417 | CashBOYAmt |
| Cash EOY | $1,808 | CashEOYAmt |
| Cash EOYFMV | $1,808 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,368 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,492 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $298,818 | CorporateStockBOYAmt |
| Corporate Stock EOY | $310,165 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $369,074 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $305,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $324,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $383,374 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $305,603 | CapitalStockBOYAmt |
| Capital Stock EOY | $324,465 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $305,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $324,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $305,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $324,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $305,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,862 | ExcessRevenueOverExpensesAmt |
| Subtotal | $324,465 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $324,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1035.9120 Vanguard Inflation Protected Securities | P | 2013-03-01 | 2013-12-24 | $13,570 | $15,000 | -$1,430 | -$1,430 |
| 23.332 Federated Total Return bond fund | P | 2012-01-01 | 2013-06-06 | $262 | $261 | $1 | $1 |
| 1090.7500 Federated Total Return Bond Fund | P | 2012-04-30 | 2013-06-03 | $12,238 | $12,500 | -$262 | -$262 |
| 15.0960 Pimco Total Return Instl Class | P | 2010-06-18 | 2013-06-03 | $167 | $168 | -$1 | -$1 |
| 1114.0820 Pimco Total Return Instl Class | P | 2012-04-30 | 2013-06-03 | $12,333 | $12,500 | -$167 | -$167 |
| 449.6400 Huntington Mid Corp America FD III | P | 2011-02-17 | 2013-10-03 | $7,702 | $7,500 | $202 | $202 |
| 663.5700 Huntington Mid Corp America FD III | P | 2012-05-04 | 2013-10-03 | $11,367 | $10,000 | $1,367 | $1,367 |
| 1354.1810 Huntington Intl Equity Fund III | P | 2009-01-23 | 2013-10-03 | $17,279 | $10,048 | $7,231 | $7,231 |
| 780.4860 Huntington Situs Fund III | P | 2012-01-01 | 2013-10-03 | $21,549 | $15,296 | $6,253 | $6,253 |
| 257.4050 Huntington Real Strategies Fund III | P | 2009-05-26 | 2013-10-03 | $1,959 | $1,434 | $525 | $525 |
| 424.4030 Huntington Real Strategies Fund III | P | 2012-04-30 | 2013-10-03 | $3,230 | $3,200 | $30 | $30 |
| 936.1760 Eaton Vance Large Cap Value Fund - Class | P | 2009-02-27 | 2013-12-17 | $22,562 | $10,944 | $11,618 | $11,618 |
| 75 IPath Dow Jones UBS Commodity | P | 2013-10-03 | 2014-03-14 | $2,959 | $2,807 | $152 | $152 |
| 114.188 Oppenheimer Developing Markets | P | 2012-05-04 | 2014-03-14 | $4,000 | $3,813 | $187 | $187 |
| 108.479 Oppenheimer Developing Markets | P | 2012-09-13 | 2014-03-14 | $3,800 | $3,597 | $203 | $203 |
| 100 Powershares DB Commodity Index Tracking | P | 2013-10-03 | 2014-03-14 | $2,594 | $2,603 | -$9 | -$9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,622 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,287 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,912 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $345,329 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.048974 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,456 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $344,669 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.047744 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,481 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $340,067 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.045523 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,222 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $328,483 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.052429 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,577 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $348,281 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.059082 | DistributionYr5Rt |
| Total Distribution | 000.253752 | TotalDistributionRt |
| Average Distribution | 000.050750 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $372,844 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $18,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $361 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,283 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,227 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $722 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $722 | SubtotalAmt |
| Tax Based On Investment Income | $722 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $133 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $133 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $133 | OriginalReturnTaxPaidAmt |
| Tax Due | $589 | TaxDueAmt |
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 | AddressLine1 |
| City | Clinton | City |
| State | OH | State |
| ZIP Code | 442169459 | ZIPCode |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $376,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $378,522 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $378,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $372,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $722 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $722 | TotalTaxAmt |
| Distributable Before Adj | $17,920 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,920 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,920 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,227 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,227 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $17,227 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,920 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,915 | UndistributedIncomePYAmt |
| Qualifying Distributions | $17,227 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,915 | AppliedToYear1Amt |
| Applied To Current Year | $312 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $17,608 | 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 | AddressLine1 |
| City | Clinton | City |
| State | OH | State |
| ZIP Code | 44216 | ZIPCode |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 903 WCPN Ideastream | ||||||
| PO Box 97392 | Cleveland | OH | 441944392 | PC | General Fund | $500 |
| Akron Art Museum | ||||||
| 70 E Market St | Akron | OH | 443986105 | PC | General Fund | $2,000 |
| Akron Canton Regional Foodbank | ||||||
| 350 Opportunity Parkway | Akron | OH | 443072234 | PC | General Fund | $2,000 |
| Akron Civic Theater | ||||||
| 182 South Main Street | Akron | OH | 443081358 | PC | General Fund | $2,000 |
| American Friends Service Committee | ||||||
| PO Box 98015 | Washington | DC | 200908015 | PC | General Fund | $200 |
| Conservancy for Cuyahoga Valley National Park | ||||||
| 1403 West Hines Hill Rd | Peninsula | OH | 44264 | PC | General Fund | $500 |
| Mother Jones Investigative Fund | ||||||
| PO Box 3029 | Langhome | PA | 190479830 | PC | General Fund | $500 |
| Grand Traverse Regional Land Conservancy | ||||||
| 3860 North Long Lake Rd Suite D | Traverse City | MI | 496847204 | PC | General Fund | $100 |
| Intermuseum Conservation Association | ||||||
| 2915 Detroit Ave | Cleveland | OH | 44113 | PC | General Fund | $500 |
| 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 | 200013723 | PC | General Fund | $500 |
| National Trust for Historic Preservation | ||||||
| 1785 Massachusetts Ave NW | Washington | DC | 200362117 | 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 Inc | ||||||
| 714 North Portage Path | Akron | OH | 443031399 | PC | Curatorial Restoration Fund | $500 |
| Summit County Historical Society | ||||||
| 550 Copley Rd | Akron | OH | 44320 | PC | General Fund | $500 |
| Stan Hywet Hall & Gardens Inc | ||||||
| 714 North Portage Path | Akron | OH | 443031399 | PC | Annual Fund | $2,000 |
| United Way of Summit County | ||||||
| 90 N Prospect St | Akron | OH | 443090407 | 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 | 442405191 | 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 | 442420001 | PC | General Fund | $500 |
| Ohio Environmental Council | ||||||
| 1207 Grandview Ave Ste201 | Columbus | OH | 432129807 | PC | General Fund | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,033 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,655 | 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 | $509 | Amt |
| Net Investment Income | $382 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $127 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (16 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 1035.9120 Vanguard Inflation Protected Securities | 2013-03 | P | 2013-12 | $13,570 | $15,000 | -$1,430 |
| 23.332 Federated Total Return bond fund | 2012-01 | P | 2013-06 | $262 | $261 | $1 |
| 1090.7500 Federated Total Return Bond Fund | 2012-04 | P | 2013-06 | $12,238 | $12,500 | -$262 |
| 15.0960 Pimco Total Return Instl Class | 2010-06 | P | 2013-06 | $167 | $168 | -$1 |
| 1114.0820 Pimco Total Return Instl Class | 2012-04 | P | 2013-06 | $12,333 | $12,500 | -$167 |
| 449.6400 Huntington Mid Corp America FD III | 2011-02 | P | 2013-10 | $7,702 | $7,500 | $202 |
| 663.5700 Huntington Mid Corp America FD III | 2012-05 | P | 2013-10 | $11,367 | $10,000 | $1,367 |
| 1354.1810 Huntington Intl Equity Fund III | 2009-01 | P | 2013-10 | $17,279 | $10,048 | $7,231 |
| 780.4860 Huntington Situs Fund III | 2012-01 | P | 2013-10 | $21,549 | $15,296 | $6,253 |
| 257.4050 Huntington Real Strategies Fund III | 2009-05 | P | 2013-10 | $1,959 | $1,434 | $525 |
| 424.4030 Huntington Real Strategies Fund III | 2012-04 | P | 2013-10 | $3,230 | $3,200 | $30 |
| 936.1760 Eaton Vance Large Cap Value Fund - Class | 2009-02 | P | 2013-12 | $22,562 | $10,944 | $11,618 |
| 75 IPath Dow Jones UBS Commodity | 2013-10 | P | 2014-03 | $2,959 | $2,807 | $152 |
| 114.188 Oppenheimer Developing Markets | 2012-05 | P | 2014-03 | $4,000 | $3,813 | $187 |
| 108.479 Oppenheimer Developing Markets | 2012-09 | P | 2014-03 | $3,800 | $3,597 | $203 |
| 100 Powershares DB Commodity Index Tracking | 2013-10 | P | 2014-03 | $2,594 | $2,603 | -$9 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Growth Fund of America | $18,690 | $25,929 |
| Fidelity Advisor New Insights | $12,500 | $17,292 |
| MFS Value Fund-Class I | $8,151 | $19,280 |
| Vanguard Sm Cap Index Fd Inv Shrs | $7,059 | $12,804 |
| Vanguard Mid Cap Index Fund Inv Shrs | $10,605 | $21,775 |
| PIMCO Total Return Fund | $29,617 | $29,075 |
| Franklin Templeton Global Bond Fund | $20,430 | $19,795 |
| Federated Total Return Bond Fund | $29,877 | $29,459 |
| American Fundamental Investors Fund | $30,000 | $44,080 |
| Gateway Fund Class Y | $2,534 | $2,667 |
| Thornburg International Value | $15,000 | $14,849 |
| Aston Anchor Captial Enhanced Equity | $2,503 | $2,678 |
| Oppenheimer Developing Markets | $5,591 | $6,353 |
| Pimco Low Duration Fund | $25,000 | $24,856 |
| Vanguard Short Term Bond Index | $15,000 | $15,029 |
| Aston Conerstone Large Cap | $20,000 | $20,915 |
| Artisan International Value Fund | $15,000 | $14,947 |
| Prudential Jennison Natural | $2,608 | $2,682 |
| Vanguard 500 Index Fund | $40,000 | $44,609 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | State Filing Fee | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Huntington National Bank | CategoryTxt |
| Amt | $2,184 | Amt |
| Net Investment Income | $2,184 | NetInvestmentIncomeAmt |