STRATEGY STUDIO / PUBLIC DATA EXPLORER

GARY L AND KAREN S TAYLOR FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
GARY L AND KAREN S TAYLOR FAMILY FOUNDATION (EIN 30-0087354)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-26
IRS object ID
201332389349100403
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-26T10:39:16-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN341945695EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SS&G INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1301 SPRINGSIDE DRIVEAddressLine1
CityAKRONCity
StateOHState
ZIP Code443332434ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN300087354EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GARY L AND KAREN S TAYLOR FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlGARYNameControl
Phone3306681400Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 SPRINGSIDE DRAddressLine1
CityAKRONCity
StateOHState
ZIP Code44333ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCRAIG TAYLORName
TitleOFFICERTitle
Phone3306681400Phone
Date Signed2013-07-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARK A GOLDFARBName
PTINP00041470PTIN
Phone3306689696Phone
Date Prepared2013-07-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY58338FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss50300ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss34317OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses84617TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2950AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss29326OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss32276TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5250ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5250ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss37526TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps5250TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses47091ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY8247CashBOY
Cash EOY53888CashEOY
Cash EOYFMV53888CashEOYFMV
Accounts Receivable4450AccountsReceivable
Accounts Receivable BOY3000AccountsReceivableBOY
Accounts Receivable EOY4450AccountsReceivableEOY
Accounts Receivable EOYFMV4450AccountsReceivableEOYFMV
Total Assets BOY11247TotalAssetsBOY
Total Assets EOY58338TotalAssetsEOY
Total Assets EOYFMV58338TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY11247UnrestrictedBOY
Unrestricted EOY58338UnrestrictedEOY
Total Net Assets BOY11247TotalNetAssetsBOY
Total Net Assets EOY58338TotalNetAssetsEOY
Total Liabilities Net Assets BOY11247TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY58338TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY11247TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses47091ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal58338Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY58338TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year175015QualifyingDistributionsYear1
Noncharitable Assets Year112721NoncharitableAssetsYear1
Distribution Ratio Year15.896942DistributionRatioYear1
Total Distribution Ratio5.896942TotalDistributionRatio
Average Distribution Ratio5.896942AverageDistributionRatio
Net Noncharitable Assets26512NetNoncharitableAssets
Adjusted Noncharitable Assets156340AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One156340AdjNonchrtblAssetsAndOnePct
Qualifying Distributions5250QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHRIS LEMIREBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number3306681400BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1325 SPRINGSIDE DRAddressLine1
CityAKRONCity
StateOHState
ZIP Code44333ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
KAREN TAYLOR
325 SPRINGSIDE DRAKRONOH44333PRESIDENT1.00000
LINDSAY TADSEN
325 SPRINGSIDE DRAKRONOH44333VICE PRESIDENT1.00000
CRAIG TAYLOR
325 SPRINGSIDE DRAKRONOH44333TREASURER1.00000
LORI FEIST
325 SPRINGSIDE DRAKRONOH44333SECRETARY1.00000
TAMARA BOYAZIS
325 SPRINGSIDE DRAKRONOH44333BOARD MEMBER1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances26916AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets26916TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets26916AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable404CashDeemedCharitable
Net Noncharitable Assets26512NetNoncharitableAssets
Minimum Investment Return1326MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1326MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj1326DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1326DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1326DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions5250ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions5250QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions5250AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1326DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year174379ExcessDistriCarryoverYear1
Total Excess Distri Carryover74379TotalExcessDistriCarryover
Qualifying Distributions5250QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1326AppliedToCurrentYear
Remaining Distri From Corpus3924RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus78303TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year78303ExcessDistriCyovToNextYear
Excess From Year174379ExcessFromYear1
Excess From Current Year3924ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
SPRING GARDEN WALDORF
1791 JACOBY RDCOPLEYOH44321501(C)(3)TO AID THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.$250
INTERVAL BROTHERHOOD
3445 S MAIN STAKRONOH44319501(C)(3)TO AID THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.$2,500
STAN HYWET HALL & GARDENS INC
714 N PORTAGE PATHAKRONOH44303501(C)(3)TO AID THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.$500
UNIVERSITY OF AKRON FOUNDATION
302 E BUCHTEL AVEAKRONOH44304501(C)(3)TO AID THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.$2,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5250TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Net Income Loss From Special Events NetIncomeLossFromSpecialEvents

FieldValueIRS element (for citing)
Related Or Exempt Function Income34317RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income34317RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA34317TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

FieldValueIRS element (for citing)
Line Number9LineNumber
Relationship StatementTHE GARY L. AND KAREN S. TAYLOR FAMILY FOUNDATION HELD A GOLF OUTING. THE INCOME EARNED WAS DONATED TO VARIOUS CHARITIES.RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (6 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionType
1KASTNER WESTMAN WILKINS LLC3480 WEST MARKET STREETAKRONOH443335000X
2SSG INC301 SPRINGSIDE DRIVEAKRONOH443335000X
3UNIVERSITY OF AKRON- DEVELOPMENT302 EAST BUCHTEL AVENUEAKRONOH443255000X
4VARIETY CONTRACTORS5090 PARK AVENUE WESTSEVILLEOH442735000X
5OMADA GROUP1236 WEATHERVANE LANEAKRONOH443135000X
6ABBOT DOWNING10 SOUTH WACKER DRIVE SUITE 2700CHICAGOIL606065000X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategory
Amount$2,950Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionGOLF OUTING EXPENSEDescription
Revenue And Expenses Per Books29326RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionGROSS INCOME FROM SPECIAL FUNDRAISING EVENTSDescription
Revenue And Expenses Per Books34317RevenueAndExpensesPerBooks
Adjusted Net Income34317AdjustedNetIncome