STRATEGY STUDIO / PUBLIC DATA EXPLORER

ROBERT A IMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
ROBERT A IMMERMAN FAMILY FOUNDATION (EIN 27-4209752)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-02
IRS object ID
201223079349100002
Schema version
2011v1.2
Note
A later return for the same period supersedes this one.
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)
Timestamp2012-11-02T08:10:45-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11001 LAKESIDE AVE SUITE 1400AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code441141152ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN274209752EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROBERT A IMMERMAN FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROBENameControl
Phone4402480178Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line130725 SOLON INDUSTRIAL PARKWAYAddressLine1
CitySOLONCity
StateOHState
ZIP Code44139ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT IMMERMANName
TitlePRESIDENTTitle
Phone4402480178Phone
Date Signed2012-10-24DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDONALD MECKLERName
PTINP00100436PTIN
Phone2165231900Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnXInitialReturn
Exempt PFXExemptPF
FMV Assets EOY6217688FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss6492740ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss58InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm58InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss40237DividendsRevAndExpnss
Dividends Net Invst Incm40237DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss84248NetGainSaleAssetsRevAndExpnss
Gross Sales Price84248GrossSalesPrice
Capital Gain Net Incm Net Invst Incm84248CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses6617283TotalRevenueAndExpenses
Total Net Investment Income124543TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss4153TaxesRevAndExpnss
Taxes Net Invst Incm4153TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss4153TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm4153TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss4153TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm4153TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps0TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses6613130ExcessOfRevenueOverExpenses
Net Investment Income120390NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY2449229CashEOY
Cash EOYFMV2449229CashEOYFMV
Investments Corp Stock BOY0InvestmentsCorpStockBOY
Investments Corp Stock EOY3966180InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3768459InvestmentsCorpStockEOYFMV
Total Assets BOY0TotalAssetsBOY
Total Assets EOY6415409TotalAssetsEOY
Total Assets EOYFMV6217688TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY6415409CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY0TotalNetAssetsBOY
Total Net Assets EOY6415409TotalNetAssetsEOY
Total Liabilities Net Assets BOY0TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY6415409TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY0TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses6613130ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal6613130Subtotal
Other Decreases197721OtherDecreases
Total Net Assets Fund Balances EOY6415409TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
T. ROWE PRICE NEW ERA - ST CAPITAL GAIN DISTRIBUTIONP2011-01-012011-12-31207320732073
T. ROWE PRICE NEW ERA - LONG TERM CAPITAL GAIN DISTRIBUTIONP2011-01-012011-12-31704847048470484
SCHRODERS EMERGING MARKET FUNDP2011-01-012011-12-31116911169111691
FieldValueIRS element (for citing)
Capital Gain Net Income84248CapitalGainNetIncome

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax2408InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal2408Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income2408TaxBasedOnInvestmentIncome
Tax Paid With Extension2500TaxPaidWithExtension
Total Credits And Payments2500TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment92Overpayment
Amount Credited To Next Year92AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

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 Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameROBERT A IMMERMANBooksInCareOfPersonName
Books In Care Of Phone Number2167512113BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line130725 SOLON INDUSTRIAL PARKWAYAddressLine1
CitySOLONCity
StateOHState
ZIP Code44139ZIPCode
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT A IMMERMAN
30725 SOLON INDUSTRIAL PARKWAYSOLONOH44139PRESIDENT/TREASURER1.00000
SARAH C IMMERMAN
105 WEST JUNIPER LANEMORELAND HILLSOH44022VICE PRESIDENT1.00000
RACHEL L IMMERMAN
105 WEST JUNIPER LANEMORELAND HILLSOH44022SECRETARY1.00000
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 Securities476500AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances537436AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1013936TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1013936AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable15209CashDeemedCharitable
Net Noncharitable Assets998727NetNoncharitableAssets
Minimum Investment Return49936MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return49936MinimumInvestmentReturn
Tax Based On Investment Income2408TaxBasedOnInvestmentIncome
Total Tax2408TotalTax
Distributable Amount Before Adj47528DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded47528DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted47528DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions0ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions0QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions0AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted47528DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY47528UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerROBERT A IMMERMANContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$58ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$40,237ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$84,248ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$124,543ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA124543TotalPartXVIA

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

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualROBERT A IMMERMANContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line130725 SOLON INDUSTRIAL PARKWAYAddressLine1
CitySOLONCity
StateOHState
ZIP Code44139ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions6492740AggregateContributions
Person Contribution TypeXPersonContributionType

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
SCHRODER EMERGING MARKET EQUITY FUND20278681932477
T. ROWE PRICE NEW ERA19383121835982

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED LOSSDescription
Amount$197,721Amount

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameROBERT A IMMERMANPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line130725 SOLON INDUSTRIAL PARKWAYAddressLine1
CitySOLONCity
StateOHState
ZIP Code44139ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategory
Amount$4,153Amount
Net Investment Income4153NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps