JIM & VANITA OELSCHLAGER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JIM & VANITA OELSCHLAGER FOUNDATION (EIN 31-1528866)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-04
- IRS object ID
- 201430949349100518
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-04T21:09:28-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341945206 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKODA MINOTTI & CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3320 WEST MARKET STREET STE 300 | AddressLine1 |
| City | FAIRLAWN | City |
| State | OH | State |
| ZIP Code | 44333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311528866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM & VANITA OELSCHLAGER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OELS | BusinessNameControlTxt |
| Phone | 3306681234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3875 EMBASSY PARKWAY | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44333 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM OELSCHLAGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3306681234 | PhoneNum |
| Signature | 2014-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE E FOSTER CPA | PreparerPersonNm |
| PTIN | P01072348 | PTIN |
| Phone | 3306681100 | PhoneNum |
| 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 | $13,576,379 | 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 |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $158,083 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $158,083 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,944 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $563,576 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,944 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,773 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,773 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $282,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $282,800 | 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 |
| Accounting Fees Rev And Expnss | $5,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $26,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $451,563 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$168,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $277,400 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $4 | CashEOYAmt |
| Cash EOYFMV | $4 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $343,164 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $399,884 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $399,884 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,083,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,857,556 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,176,491 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,426,200 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,257,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,576,379 | 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 | $8,426,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,257,444 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,426,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,257,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,426,200 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,257,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,426,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$168,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,257,444 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,257,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|---|
| COGNIZANT 2100 SHS | $159,117 | $0 | $9,912 | $149,205 | $149,205 | |||
| SOLAR CAPITAL LTD | $19,275 | $0 | $19,520 | -$245 | -$245 | 2013-01-08 | 2013-01-11 | |
| CROSSTEX ENERGY LP | $17,682 | $0 | $18,180 | -$498 | -$498 | 2013-01-14 | 2013-01-14 | |
| TESORO LOGISITCS LP | $8,424 | $0 | $8,340 | $84 | $84 | 2013-01-14 | 2013-01-14 | |
| COBALT INTL ENERGY | $25,018 | $0 | $25,150 | -$132 | -$132 | 2013-01-18 | 2013-01-22 | |
| CVR REFINING LP | $5,084 | $0 | $5,000 | $84 | $84 | 2013-01-23 | 2013-01-23 | |
| NORWEGIAN CRUIZE | $2,451 | $1,900 | $551 | $551 | 2013-01-24 | 2013-01-24 | ||
| NORTHERN TIER ENERGY LP | $4,834 | $0 | $4,892 | -$58 | -$58 | 2013-01-24 | 2013-01-24 | |
| CYRUSONE INC | $2,139 | $0 | $1,900 | $239 | $239 | 2013-01-24 | 2013-01-24 | |
| SUNCOKE ENERGY PARTNERS LP | $1,856 | $0 | $1,900 | -$44 | -$44 | 2013-01-24 | 2013-01-24 | |
| TRIUS POINT HOMES | $3,874 | $0 | $3,400 | $474 | $474 | 2013-02-05 | 2013-02-05 | |
| PERFORMANT FINANCIAL CORP | $1,129 | $0 | $1,065 | $64 | $64 | 2013-02-05 | 2013-02-05 | |
| ZOETIS INC CLASS-A | $6,191 | $0 | $5,200 | $991 | $991 | 2013-02-06 | 2013-02-06 | |
| ZAIS FINANCIAL CORP | $6,090 | $0 | $6,375 | -$285 | -$285 | 2013-02-13 | 2013-02-13 | |
| SPROTT PLATINUM/PALLADIUM ETF | $62,209 | $0 | $60,000 | $2,209 | $2,209 | 2012-02-18 | 2013-02-19 | |
| KOSMOS ENERGY LTD | $7,484 | $0 | $7,700 | -$216 | -$216 | 2013-02-21 | 2013-02-21 | |
| NIELSEN HOLDINGS NV | $3,244 | $0 | $3,255 | -$11 | -$11 | 2013-02-21 | 2013-02-21 | |
| GOLAR LNG PTNRS LP ULPI | $3,003 | $0 | $3,050 | -$47 | -$47 | 2013-02-25 | 2013-02-25 | |
| MICHAEL KORS HOLDINGS LTD | $12,134 | $0 | $12,300 | -$166 | -$166 | 2013-02-26 | 2013-02-26 | |
| PALO ALTO NETWORKS INC | $5,644 | $0 | $6,300 | -$656 | -$656 | 2012-10-17 | 2013-02-27 | |
| TAYLOR MORRISON HOME CORP CL A | $2,344 | $0 | $2,200 | $144 | $144 | 2013-04-12 | 2013-04-15 | |
| ING US INC | $13,469 | $0 | $13,650 | -$181 | -$181 | 2013-05-07 | 2013-05-07 | |
| EMERGE ENERGY SERVICES LP | $3,396 | $0 | $3,400 | -$4 | -$4 | 2013-05-14 | 2013-05-14 | |
| AMERICAN RESIDENTIAL PROP INC | $2,044 | $0 | $2,100 | -$56 | -$56 | 2013-05-17 | 2013-05-17 | |
| TALLGRASS ENERGY PTNRS LP | $2,196 | $0 | $2,150 | $46 | $46 | 2013-05-17 | 2013-05-17 | |
| AMBIT BIOSCIENCES CORP | $789 | $0 | $800 | -$11 | -$11 | 2013-05-21 | 2013-05-21 | |
| PORTOLA PHARMACEUTICALS INC | $1,495 | $0 | $1,450 | $45 | $45 | 2013-05-28 | 2013-05-28 | |
| BLOOMIN BRANDS INC COM | $2,117 | $0 | $2,150 | -$33 | -$33 | 2013-05-29 | 2013-05-29 | |
| GLOBAL BRASS & COPPER HOLDINGS | $1,200 | $0 | $1,100 | $100 | $100 | 2013-05-29 | 2013-05-29 | |
| COTY INC COM CL A | $1,720 | $0 | $1,750 | -$30 | -$30 | 2013-06-18 | 2013-06-18 | |
| GOGO INC | $1,638 | $0 | $1,700 | -$62 | -$62 | 2013-06-26 | 2013-06-26 | |
| NANOSTRING TECHNOLOGIES | $939 | $0 | $1,000 | -$61 | -$61 | 2013-07-01 | 2013-07-01 | |
| HD SUPPLY HOLDINGS | $1,791 | $0 | $1,800 | -$9 | -$9 | 2013-07-02 | 2013-07-02 | |
| EDGEN GROUP INC CL-A | $14,510 | $0 | $20,900 | -$6,390 | -$6,390 | 2012-01-26 | 2013-08-21 | |
| CRESTWOOD MIDSTREAM LP | $41,222 | $0 | $49,168 | -$7,946 | -$7,946 | 2012-10-01 | 2013-09-06 | |
| ENDURO ROYALTY TRUST | $55,504 | $0 | $79,200 | -$23,696 | -$23,696 | 2011-01-31 | 2013-09-06 | |
| OPHTMOTECH CORP COM | $2,497 | $0 | $2,200 | $297 | $297 | 2013-09-30 | 2013-09-30 | |
| PATTERN ENERGY INC CLS A | $19,160 | $0 | $17,600 | $1,560 | $1,560 | 2013-10-02 | 2013-10-02 | |
| BURLINGTON STORES INC | $2,297 | $0 | $1,700 | $597 | $597 | 2013-10-07 | 2013-10-07 | |
| OCI PARTNERS LP COM | $3,446 | $0 | $3,600 | -$154 | -$154 | 2013-10-09 | 2013-10-09 | |
| 58 COM INC CL A | $2,306 | $0 | $1,700 | $606 | $606 | 2013-11-05 | 2013-11-05 | |
| AVIANCA HOLDINGS SA ADR | $1,397 | $0 | $1,500 | -$103 | -$103 | 2013-11-12 | 2013-11-12 | |
| MIDCOAST ENERGY PARTNERS LP | $3,422 | $0 | $3,600 | -$178 | -$178 | 2013-11-13 | 2013-11-13 | |
| MAVENIR SYSTEMS INC | $1,046 | $0 | $1,000 | $46 | $46 | 2013-11-13 | 2013-11-13 | |
| TWITTER INC | $4,221 | $0 | $2,600 | $1,621 | $1,621 | 2013-11-18 | 2013-11-18 | |
| DYNAGAS LNG PARTNERS LP | $3,344 | $0 | $3,600 | -$256 | -$256 | 2013-11-18 | 2013-11-18 | |
| HOUGHTON MIFFLIN HARCOURT CO | $1,549 | $0 | $1,200 | $349 | $349 | 2013-11-19 | 2013-11-19 | |
| RELYPSA INC | $1,232 | $0 | $1,100 | $132 | $132 | 2013-11-20 | 2013-11-20 | |
| NAVIGATOR HOLDINGS LTD | $2,028 | $0 | $1,900 | $128 | $128 | 2013-11-26 | 2013-11-26 | |
| HILTON WORLDWIDE HOLDINGS INC | $2,129 | $0 | $2,000 | $129 | $129 | 2013-12-17 | 2013-12-17 | |
| ARAMARK HOLDINGS CORPORATION | $2,003 | $0 | $2,000 | $3 | $3 | 2013-12-17 | 2013-12-17 | |
| CHENIERE ENERGY PARTNERS LP HOLDINGS | $7,779 | $0 | $8,000 | -$221 | -$221 | 2013-12-18 | 2013-12-18 | |
| TRIUS THERA | $464 | $0 | $475 | -$11 | -$11 | 2013-01-24 | 2013-01-24 | |
| 0 | $0 | $0 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,944 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $912,628 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,324,466 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088395 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $694,572 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,506,289 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060365 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $486,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,201,552 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047689 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $399,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,896,148 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050613 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $400,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,433,709 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053856 | DistributionYr5Rt |
| Total Distribution | 0.300918 | TotalDistributionRt |
| Average Distribution | 0.060184 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,850,450 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $713,207 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,774 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $715,981 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,548 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,548 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,548 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $125 | EsPenaltyAmt |
| Tax Due | $5,673 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM OELSCHLAGER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3306681234 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3875 EMBASSY PARKWAY | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44333 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JIM OELSCHLAGER | ||||||||
| 3875 EMBASSY PARKWAY | AKRON | OH | 44333 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| VANITA OESCHLAGER | ||||||||
| 3875 EMBASSY PARKWAY | AKRON | OH | 44333 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROBERT BRIGGS | ||||||||
| 3875 EMBASSY PARKWAY | AKRON | OH | 44333 | TRUSTEE | 2.00 | $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 | $11,726,291 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $304,623 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,030,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,030,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,850,450 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $592,523 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $592,523 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,548 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,548 | TotalTaxAmt |
| Distributable Before Adj | $586,975 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $586,975 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $586,975 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $420,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $586,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,653 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,543 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,161 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $130,114 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $447,505 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $613,976 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $420,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $166,975 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $166,975 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $447,001 | 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 | $447,001 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $447,001 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIM OELSCHLAGER | ContributingManagerNm |
| Contributing Manager | VANITA OESCHLAGER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAK CLINIC | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3875 EMBASSY PARKWAY SUITE 250 | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | ENDOWMENT | GrantOrContributionPurposeTxt |
| Amt | $420,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,000 | 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 | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,083 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,773 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,944 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $282,807 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $282,807 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $5,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $7,857,556 | EOYBookValueAmt |
| EOYFMV | $13,176,491 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $6,773 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,773 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,773 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $26,123 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |