LLOYD L & LOUISE K SMITH FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LLOYD L & LOUISE K SMITH FOUNDATION (EIN 34-1717038)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-10
- IRS object ID
- 201111309349100911
- Schema version
- 2010v3.2
- 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
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T13:01:40-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341526704 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROCKMAN COATS GEDELIAN & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 MERRIMAN ROAD | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 443139007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341717038 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LLOYD L & LOUISE K SMITH FOUNDATION 11095-00 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LLOY | NameControl |
| Phone | 3303847301 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRSTMERIT BANK 106 S MAIN ST16TH | AddressLine1 |
| Address Line2 | FL | AddressLine2 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44308 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENDA MOUBRAY | Name |
| Title | TRUSTEE | Title |
| Phone | 3303847301 | Phone |
| Date Signed | 2011-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA B CULP | Name |
| PTIN | P00050877 | PTIN |
| Phone | 3308646661 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT | X | NECT |
| FMV Assets EOY | 4708650 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 134023 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 134023 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 0 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 307504 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 134023 | TotalRevenueAndExpenses |
| Total Net Investment Income | 134023 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 47762 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 35821 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 11941 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1170 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 878 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 292 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1138 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 854 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 284 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1761 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1008 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 864 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 498 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 366 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 52695 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 39059 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12883 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 202500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 202500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 255195 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 39059 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 215383 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -121172 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 94964 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 237069 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 214786 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 214786 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1005968 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 907078 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 960263 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1991335 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1991336 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3533601 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3234372 | TotalAssetsBOY |
| Total Assets EOY | 3113200 | TotalAssetsEOY |
| Total Assets EOYFMV | 4708650 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3234372 | CapitalStockBOY |
| Capital Stock EOY | 3113200 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 3234372 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3113200 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3234372 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3113200 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3234372 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -121172 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3113200 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3113200 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (39 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 100000 SHS FHLB 4.750% 12/10/10 | P | 2006-03-23 | 2010-12-10 | 100000 | 100000 | 0 | 0 |
| 1019.31 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-07-20 | 2010-12-27 | 1019 | 1019 | 0 | 0 |
| 2914.95 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-08-04 | 2010-12-27 | 2915 | 2915 | 0 | 0 |
| 315 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-07-10 | 2010-12-27 | 315 | 315 | 0 | 0 |
| 51913.37 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-07-09 | 2010-12-27 | 51913 | 51913 | 0 | 0 |
| 60 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-08-25 | 2010-12-27 | 60 | 60 | 0 | 0 |
| 900 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-07-27 | 2010-12-27 | 900 | 900 | 0 | 0 |
| 104680 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-08-17 | 2010-12-27 | 104680 | 104680 | 0 | 0 |
| 1875 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-07-29 | 2010-12-27 | 1875 | 1875 | 0 | 0 |
| 410 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-07-31 | 2010-12-27 | 410 | 410 | 0 | 0 |
| 2995.76 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-09-02 | 2010-12-27 | 2996 | 2996 | 0 | 0 |
| 660 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-08-14 | 2010-12-27 | 660 | 660 | 0 | 0 |
| 944.05 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-12-10 | 2010-12-27 | 944 | 944 | 0 | 0 |
| 2538.89 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-12-02 | 2010-12-27 | 2539 | 2539 | 0 | 0 |
| 318.66 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-10-02 | 2010-12-27 | 319 | 319 | 0 | 0 |
| 247.5 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-09-17 | 2010-12-27 | 248 | 248 | 0 | 0 |
| 900 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-10-26 | 2010-12-27 | 900 | 900 | 0 | 0 |
| 735 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-12-08 | 2010-12-27 | 735 | 735 | 0 | 0 |
| 3.68 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-10-05 | 2010-12-27 | 4 | 4 | 0 | 0 |
| 27.5 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-09-15 | 2010-12-27 | 28 | 28 | 0 | 0 |
| 610.74 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-09-30 | 2010-12-27 | 611 | 611 | 0 | 0 |
| 1875 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-09-28 | 2010-12-27 | 1875 | 1875 | 0 | 0 |
| 2488.98 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-09-21 | 2010-12-27 | 2489 | 2489 | 0 | 0 |
| 510 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-09-14 | 2010-12-27 | 510 | 510 | 0 | 0 |
| 838 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-10-01 | 2010-12-27 | 838 | 838 | 0 | 0 |
| 3.85 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-11-03 | 2010-12-27 | 4 | 4 | 0 | 0 |
| 410 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-10-30 | 2010-12-27 | 410 | 410 | 0 | 0 |
| 465 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-11-05 | 2010-12-27 | 465 | 465 | 0 | 0 |
| 1680 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-11-16 | 2010-12-27 | 1680 | 1680 | 0 | 0 |
| 1280 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-09-08 | 2010-12-27 | 1280 | 1280 | 0 | 0 |
| 1405 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-09-25 | 2010-12-27 | 1405 | 1405 | 0 | 0 |
| 660 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-11-13 | 2010-12-27 | 660 | 660 | 0 | 0 |
| 60 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-11-25 | 2010-12-27 | 60 | 60 | 0 | 0 |
| 6754.76 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-09-10 | 2010-12-27 | 6755 | 6755 | 0 | 0 |
| 1936.79 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-12-21 | 2010-12-28 | 1937 | 1937 | 0 | 0 |
| 2947.5 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-12-14 | 2010-12-28 | 2948 | 2948 | 0 | 0 |
| 8200.71 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-12-10 | 2010-12-28 | 8201 | 8201 | 0 | 0 |
| 1667.5 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-12-15 | 2010-12-28 | 1668 | 1668 | 0 | 0 |
| 247.5 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2009-12-17 | 2010-12-28 | 248 | 248 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 0 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 242232 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4192464 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.057778 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 279290 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5059506 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055201 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 277189 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5714641 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048505 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 238582 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5408227 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044115 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 102915 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5226445 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.019691 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.225290 | TotalDistributionRatio |
| Average Distribution Ratio | 0.045058 | AverageDistributionRatio |
| Net Noncharitable Assets | 4505598 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 203013 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 950 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 203963 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 215383 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 950 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 950 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 950 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1100 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1100 | TotalCreditsAndPayments |
| Overpayment | 150 | Overpayment |
| Amount Credited To Next Year | 150 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FIRSTMERIT BANK NA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3303847301 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 S MAIN ST 5TH FL | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | X | NECTFilingInLieuOFForm1041 |
| Tax Exempt Interest Received | 0 | TaxExemptInterestReceived |
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| FIRSTMERIT BANK NA | ||||||||
| 106 S MAIN ST 5TH FL | AKRON | OH | 44308 | TRUSTEE | 1.00 | 44762 | 0 | 0 |
| ALLAN JOHNSON ESQ | ||||||||
| 955 MAYFAIR ROAD | AKRON | OH | 44303 | CO-TRUSTEE | 1.00 | 1500 | 0 | 0 |
| ORVILLE L REED III | ||||||||
| 3800 EMBASSY PARKWAY SUITE 300 | AKRON | OH | 44333 | CO-TRUSTEE | 1.00 | 1500 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4305312 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 268899 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4574211 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4574211 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 68613 | CashDeemedCharitable |
| Net Noncharitable Assets | 4505598 | NetNoncharitableAssets |
| Minimum Investment Return | 225280 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 225280 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 950 | TaxBasedOnInvestmentIncome |
| Total Tax | 950 | TotalTax |
| Distributable Amount Before Adj | 224330 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 224330 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 224330 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 215383 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 215383 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 950 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 214433 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 224330 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 195727 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 215383 | QualifyingDistributions |
| Applied To Year1 | 195727 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19656 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 204674 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | BRENDA MOUBRAY TRUST OFFICER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRSTMERIT BANK NA 106 S MAIN ST | AddressLine1 |
| Address Line2 | 5TH FL | AddressLine2 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3303847301 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORM. APPLICATIONS SHOULD BE IN WRITING. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | ANY PUBLIC EDUCATIONAL INSTITUTION, HOSPITAL, RELIGIOUS ORGANIZATION MAY APPLY | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (86 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACCESS | |||||||
| 230 W MARKET STREET | AKRON | OH | 44304 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| ACT II PRODUCTIONS- THE ILLUSION FACTORY | |||||||
| 1319 SHANABROOK DRIVE | AKRON | OH | 44313 | NONE | 501(C)(3) | CIVIC | $1,000 |
| AKRON ART MUSEUM | |||||||
| ONE SOUTH HIGH | AKRON | OH | 44309 | NONE | 501(C)(3) | GENERAL SUPPORT | $4,500 |
| AKRON COMMUNITY SERVICE CENTER AND URBAN LEAGUE | |||||||
| 440 VERNON ODOM BOULEVARD | AKRON | OH | 44317 | NONE | 501(C)(3) | CIVIC | $2,000 |
| AKRON INNER CITY SOCCER CLUB | |||||||
| 865 ROSLYN AVENUE | AKRON | OH | 44321 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| AKRON ROTARY CAMP FOR SPECIAL CHILDREN | |||||||
| 4460 REX LAKE DRIVE | AKRON | OH | 44319 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| AKRON ZOOLOGICAL PARK | |||||||
| 500 EDGEWOOD AVENUE | AKRON | OH | 44307 | NONE | 501(C)(3) | CIVIC | $2,500 |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | NONE | 501(C)(3) | GENERAL SUPPORT | $11,000 |
| ALASKA NATIVE HERITAGE CENTER | |||||||
| 8800 HERITAGE CENTER DRIVE | ANCHORAGE | OH | 995046101 | NONE | 501(C)(3) | CIVIC | $2,000 |
| AMERICAN NATIONAL RED CROSS-AMERICAN RED CROSS SUMMIT & PORTAGE COUNTIES | |||||||
| 501 WEST MARKET STREET | AKRON | OH | 44303 | NONE | 501(C)(3) | CIVIC | $3,500 |
| ANCHORAGE OPERA COMPANY | |||||||
| 8800 HERITAGE CENTER DRIVE | ANCHORAGE | OH | 995046101 | NONE | 501(C)(3) | CIVIC | $2,000 |
| ARC OF SUMMIT AND PORTAGE COUNTIES | |||||||
| 3869 DARROW ROAD SUITE 109 | STOW | OH | 44225 | NONE | 501(C)(3) | CIVIC | $500 |
| BATTERED WOMEN'S SHELTER | |||||||
| 759 W MARKET STREET | AKRON | OH | 44303 | NONE | 501(C)(3) | CIVIC | $3,500 |
| BEACON JOURNAL CHARITY FUND | |||||||
| 333 SOUTH MAIN STREET SUITE 319 | AKRON | OH | 44308 | NONE | 501(C)(3) | CIVIC | $3,000 |
| BLICK CLINIC | |||||||
| 640 WEST MARKET STREET | AKRON | OH | 44303 | NONE | 501(C)(3) | CIVIC | $500 |
| BOY SCOUTS OF AMERICA- GREAT TRAIL COUNCIL | |||||||
| 1601 S MAIN STREET | AKRON | OH | 44301 | NONE | 501(C)(3) | GENERAL SUPPORT | $7,000 |
| BOYS & GIRLS CLUBS OF THE WESTERN RESERVE | |||||||
| 889 JONATHAN AVENUE | AKRON | OH | 44306 | NONE | 501(C)(3) | CIVIC | $2,500 |
| BOYS HOPE GIRLS HOPE- NORTHEATERN OHIO CHAPTER | |||||||
| 9619 GARFIELD BOULEVARD | GARFIELD HEIGHTS | OH | 44125 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| CASA BOARD VOLUNTEER ASSOCIATION | |||||||
| 650 DAN STREET | AKRON | OH | 44310 | NONE | 501(C)(3) | CIVIC | $2,000 |
| CASCADE LOCKS PARK ASSOCIATION | |||||||
| 248 FERNDALE STREET | AKRON | OH | 44304 | NONE | 501(C)(3) | EDUCATIONAL | $500 |
| CENTRAL SUMMIT COUNTY CHORAL SOCIETY | |||||||
| 715 E BUCHTEL AVENUE | AKRON | OH | 44305 | NONE | 501(C)(3) | CIVIC | $1,500 |
| CHAPEL HILL CHRISTIAN SCHOOL | |||||||
| 1090 HOWE AVENUE | CUYAHOGA FALLS | OH | 44222 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 |
| CHILDREN'S CONCERT SOCIETY OF AKRON | |||||||
| THE UNIVERSITY OF AKRON | AKRON | OH | 44326 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| CHILDREN'S HOSPITAL MEDICAL CENTER OF AKRON | |||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | NONE | 501(C)(3) | CIVIC | $2,000 |
| COLEMAN PROFESSIONAL SERVICES | |||||||
| 5982 RHODES ROAD | KENT | OH | 44241 | NONE | 501(C)(3) | CIVIC | $500 |
| COMMUNITY DRUG BOARD- COMMUNITY HEALTH CENTER | |||||||
| 725 EAST MARKET STREET | AKRON | OH | 44305 | NONE | 501(C)(3) | FACILITIES | $1,500 |
| COMMUNITY HALL FOUNDATION PROGRAM ENDOWMENT-THE CIVIC | |||||||
| 182 S MAIN STREET | AKRON | OH | 44308 | NONE | 501(C)(3) | CIVIC | $1,500 |
| COMMUNITY OUTREACH RESOURCES EXCHANGE-CORE FURNITURE BANK | |||||||
| 2900 STATE ROAD UNIT 3 | CUYAHOGA FALLS | OH | 44223 | NONE | 501(C)(3) | CIVIC | $500 |
| CONRAD BOTZUM FARMSTEAD | |||||||
| PO BOX 13293 | AKRON | OH | 44335 | NONE | 501(C)(3) | CIVIC | $500 |
| CUYAHOGA VALLEY NATIONAL PARK ASSOC | |||||||
| 1403 WEST HINES HILL ROAD | PENINSULA | OH | 44264 | NONE | 501(C)(3) | CIVIC | $500 |
| CUYAHOGA VALLEY PRESERVATION AND SCENIC RAILWAY ASSOCIATION | |||||||
| PO BOX 158 | PENINSULA | OH | 44264 | NONE | 501(C)(3) | CIVIC | $2,500 |
| CUYAHOGA VALLEY YOUTH BALLET | |||||||
| PO BOX 1113 | CUYAHOGA FALLS | OH | 44224 | NONE | 501(C)(3) | CIVIC | $1,500 |
| DOWNTOWN AKRON PARTNERSHIP- FIRST NIGHT AKRON | |||||||
| 58 W EXCHANGE STREET SUITE C | AKRON | OH | 44308 | NONE | 501(C)(3) | CIVIC | $1,000 |
| EVANT INC | |||||||
| 2251 FRONT STREET SUITE 200 | CUYAHOGA FALLS | OH | 44222 | NONE | 501(C)(3) | CIVIC | $1,500 |
| FAMILY FINANCIAL TRANSFORMATION OF OHIO | |||||||
| 558 SPRING GROVE DRIVE | TALLMADGE | OH | 44278 | NONE | 501(C)(3) | CIVIC | $500 |
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | |||||||
| PO BOX 23129 | CHAGRIN FALLS | OH | 44023 | NONE | 501(C)(3) | RIDERSHIPS | $2,000 |
| FIRST TEE OF AKRON | |||||||
| 2000 SOUTH HAWKINS AVENUE | AKRON | OH | 44314 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| FRIENDS OF METRO PARKS | |||||||
| 975 TREATY LINE RD | AKRON | OH | 44313 | NONE | 501(C)(3) | CIVIC | $500 |
| GENNESARET | |||||||
| PO BOX 1253 | CUYAHOGA FALLS | OH | 44224 | NONE | 501(C)(3) | FACILITIES | $1,500 |
| GIRL SCOUTS OF NORTH EAST OHIO | |||||||
| ONE GIRL SCOUT WAY | MACEDONIA | OH | 44057 | NONE | 501(C)(3) | GENERAL SUPPORT | $7,000 |
| GOOD NEIGHBORS | |||||||
| 1453 GOODYEAR BLVD | AKRON | OH | 44305 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| GOODWILL INDUSTRIES OF AKRON INC | |||||||
| 570 E WATERLOO ROAD | AKRON | OH | 44319 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| GREATER AKRON MUSICAL ASSOCIATION AKRON SYMPHONY | |||||||
| 17 NORTH BROADWAY | AKRON | OH | 44308 | NONE | 501(C)(3) | CIVIC | $7,000 |
| GREENLEAF FAMILY CENTER | |||||||
| 212 EAST EXCHANGE STREET | AKRON | OH | 44305 | NONE | 501(C)(3) | CIVIC | $1,500 |
| HABITIAT FOR HUMANITY OF SUMMIT COUNTY | |||||||
| 1177 ROSEMARY BLVD | AKRON | OH | 44306 | NONE | 501(C)(3) | CIVIC | $2,500 |
| HAVEN OF REST MINISTRIES | |||||||
| PO BOX 547 | AKRON | OH | 44310 | NONE | 501(C)(3) | CIVIC | $2,500 |
| HOSPICE CARE OHIO-HOSPICE OF VISITING NURSE SERVICE | |||||||
| 3358 RIDGEWOOD ROAD | AKRON | OH | 44333 | NONE | 501(C)(3) | CIVIC | $2,500 |
| INTERNATIONAL INSTITUTE OF AKRON | |||||||
| 207 EAST TALLMADGE AVENUE | AKRON | OH | 44311 | NONE | 501(C)(3) | CIVIC | $2,000 |
| JA WORLDWIDE-JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO | |||||||
| PO BOX 26006 | AKRON | OH | 44319 | NONE | 501(C)(3) | CIVIC | $1,500 |
| KEEP AKRON BEAUTIFUL | |||||||
| 850 EAST MARKET STREET | AKRON | OH | 44305 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 5190 | KENT | OH | 44212 | NONE | 501(C)(3) | CIVIC | $1,500 |
| LEADERSHIP AKRON | |||||||
| ONE CASCADE PLAZA 17TH FLOOR | AKRON | OH | 44308 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| MENTAL HEALTH AMERICA OF SUMMIT COUNTY | |||||||
| 20 OLIVE STREET SUITE 404 | AKRON | OH | 44310 | NONE | 501(C)(3) | CIVIC | $500 |
| MOBILE MEALS | |||||||
| 1063 SOUTH BROADWAY STREET | AKRON | OH | 44314 | NONE | 501(C)(3) | CIVIC | $4,500 |
| MUSICAL ARTS ASSOCIATION- BLOSSOM MUSIC CENTER | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CIVIC | $12,000 |
| OHIO & ERIE CANALWAY COALITION | |||||||
| 47 WEST EXCHANGE STREET | AKRON | OH | 44309 | NONE | 501(C)(3) | CIVIC | $2,500 |
| OHIO FOUNDATION OF INDEPENDENT COLLEGES | |||||||
| 250 EAST BROAD STREET | COLUMBUS | OH | 43215 | NONE | 501(C)(3) | EDUCATIONAL | $1,500 |
| OHIO OUTDOOR HISTORICAL DRAMA ASSOCIATION | |||||||
| PO BOX 450 | NEW PHILADELPHIA | OH | 44663 | NONE | 501(C)(3) | CIVIC | $500 |
| OPPORTUNITY PARISH ECUMENICAL NEIGHBORHOOD-MINISTRY | |||||||
| 941 PRINCETON STREET | AKRON | OH | 44311 | NONE | 501(C)(3) | CIVIC | $2,000 |
| OUR LADY OF THE ELMS | |||||||
| 1375 WEST EXCHANGE STREET | AKRON | OH | 44314 | NONE | 501(C)(3) | FACILITIES | $1,500 |
| PEGASUS FARM | |||||||
| 7490 EDISON STREET NE | HARTVILLE | OH | 44633 | NONE | 501(C)(3) | CIVIC | $1,500 |
| PLANNED PARENTHOOD OF NORTHEAST OHIO | |||||||
| 444 WEST EXCHANGE STREET | AKRON | OH | 44302 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| PREGNANCY CARE OF SUMMIT COUNTY | |||||||
| 195 E TALLMADGE AVENUE | AKRON | OH | 44310 | NONE | 501(C)(3) | CIVIC | $500 |
| PROJECT GRAD AKRON | |||||||
| 65 STEINER AVENUE 211 | AKRON | OH | 44301 | NONE | 501(C)(3) | EDUCATIONAL | $500 |
| PROJECT LEARN OF SUMMIT COUNTY | |||||||
| 60 S HIGH STREET | AKRON | OH | 44326 | NONE | 501(C)(3) | CIVIC | $500 |
| RAPE CRISIS CENTER | |||||||
| 759 WEST MARKET STREET | AKRON | OH | 44303 | NONE | 501(C)(3) | CIVIC | $2,000 |
| REBUILDING TOGETHER SUMMIT COUNTY | |||||||
| 788 DONALD AVENUE | AKRON | OH | 44306 | NONE | 501(C)(3) | GENERAL SUPPORT | $4,500 |
| REGINA HEALTH CENTER | |||||||
| 5232 BROADVIEW ROAD | RICHFIELD | OH | 44287 | NONE | 501(C)(3) | CIVIC | $500 |
| SALVATION ARMY- SUMMIT COUNTY AREA SERVICES | |||||||
| 190 S MAPLE STREET | AKRON | OH | 44302 | NONE | 501(C)(3) | CIVIC | $5,000 |
| ST VINCENT DEPAUL SOCIETY | |||||||
| 2750 W MARKET STREET | AKRON | OH | 44333 | NONE | 501(C)(3) | EDUCATIONAL | $1,500 |
| ST VINCENT-ST MARY HIGH SCHOOL | |||||||
| 15 NORTH MAPLE STREET | AKRON | OH | 44303 | NONE | 501(C)(3) | CIVIC | $1,000 |
| STAN HYWET HALL & GARDENS | |||||||
| 714 NORTH PORTAGE PATH | AKRON | OH | 44308 | NONE | 501(C)(3) | GENERAL SUPPORT | $4,500 |
| STEWART'S CARING PLACE | |||||||
| 2955 WEST MARKET STREET SUITE 4 | AKRON | OH | 44333 | NONE | 501(C)(3) | CIVIC | $1,000 |
| SUMMA HEALTH SYSTEM | |||||||
| 525 EAST MARKET STREET | AKRON | OH | 44304 | NONE | 501(C)(3) | CIVIC | $1,500 |
| SUMMIT COUNTY HISTORICAL SOCIETY | |||||||
| 550 COPLEY ROAD | AKRON | OH | 44320 | NONE | 501(C)(3) | GENERAL SUPPORT | $6,500 |
| TUESDAY MUSICAL ASSOCIATION | |||||||
| 198 HILL STREET | AKRON | OH | 44326 | NONE | 501(C)(3) | CIVIC | $8,000 |
| TWINSBURG CITY SCHOOL DISTRICT | |||||||
| 11136 RAVENNA ROAD | TWINSBURG | OH | 44088 | NONE | 501(C)(3) | CIVIC | $500 |
| UNITED WAY OF SUMMIT COUNTY | |||||||
| PO BOX 1260 | AKRON | OH | 44310 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 |
| UNIVERSITY OF AKRON FOUNDATION- SCHOOL OF MUSIC | |||||||
| UNIVERSITY OF AKRON | AKRON | OH | 44325 | NONE | 501(C)(3) | CIVIC | $500 |
| VICTIM ASSISTANCE PROGRAM | |||||||
| PO BOX 444 | AKRON | OH | 44309 | NONE | 501(C)(3) | CIVIC | $500 |
| WAITING CHILD FUND | |||||||
| 212 E EXCHANGE STREET | AKRON | OH | 44304 | NONE | 501(C)(3) | CIVIC | $500 |
| WEATHERVANE COMMUNITY PLAYHOUSE | |||||||
| 1301 WEATHERVANE LANE | AKRON | OH | 44313 | NONE | 501(C)(3) | CIVIC | $3,500 |
| WESTERN RESERVE HISTORICAL SOCIETY HALE FARM VILLAGE | |||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | EDUCATIONAL | $4,500 |
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| PO BOX 314 | NOVELTY | OH | 44073 | NONE | 501(C)(3) | CIVIC | $500 |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF AKRON OHIO | |||||||
| 209 S MAIN STREET SUITE 501 | AKRON | OH | 44308 | NONE | 501(C)(3) | CAMPERSHIPS | $1,000 |
| ADJUSTMENT FOR UNCASHED CHECKS | |||||||
| 106 S MAIN ST | AKRON | OH | 44308 | NONE | N/A | TO ADJUST FOR PRIOR YEAR CHECKS THAT WILL NOT BE CASHED | -$2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 202500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $134,023 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $134,023 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 134023 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $1,138 | Amount |
| Net Investment Income | 854 | NetInvestmentIncome |
| Disbursements Charitable Prps | 284 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (32 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3M CO | 87020 | 86300 |
| ABBOTT LABS | 27050 | 95820 |
| ALCOA INC COM | 44948 | 30780 |
| AT & T INC | 20453 | 52884 |
| BANK AMERICA CORP | 56034 | 40020 |
| BRISTOL MYERS SQUIBB CO | 74774 | 105920 |
| COCA COLA CO | 69865 | 263080 |
| COLGATE PALMOLIVE CO | 79455 | 120555 |
| DOMINION RESOURCES INC VA | 88050 | 128160 |
| EMERSON ELEC CO | 101384 | 171510 |
| EXXON MOBIL CORPORATION | 80328 | 243343 |
| FEDEX CORPORATION | 54452 | 186020 |
| FIRSTMERIT CORP | 62269 | 146565 |
| GENERAL ELECTRIC CORP | 48797 | 164610 |
| HOME DEPOT INC | 39270 | 38566 |
| INTERNATIONAL BUSINESS MACHINES CORP | 37250 | 234816 |
| INTERNATIONAL PAPER CO | 36816 | 29964 |
| JOHNSON & JOHNSON | 102810 | 92775 |
| LILLY ELI & CO | 57271 | 35040 |
| MEDTRONIC INC | 50999 | 74180 |
| MICROSOFT CORP | 36150 | 133968 |
| NIKE INC-CLASS B | 45348 | 102504 |
| NORFOLK SOUTHN CORP | 31935 | 94230 |
| PFIZER INC | 106101 | 52530 |
| PROCTER & GAMBLE CO | 89568 | 128660 |
| RAYTHEON COMPANY | 58785 | 69510 |
| ROCKWELL AUTOMATION INC | 92788 | 107565 |
| SCHLUMBERGER LTD | 50203 | 125250 |
| UTILITIES SELECT SECTOR SPDR | 60040 | 62680 |
| WAL MART STORES INC | 56548 | 107860 |
| WELLS FARGO & CO | 73020 | 74376 |
| ROYAL DUTCH-ADR A | 71555 | 133560 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 907078 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 960263 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $1,170 | Amount |
| Net Investment Income | 878 | NetInvestmentIncome |
| Disbursements Charitable Prps | 292 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OH FILING FEE | 200 | 0 | 200 |
| DUES & SUBSCRIPTIONS | 664 | 498 | 166 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $1,008 | 1008 | 0 |
| FEDERAL ESTIMATES | $753 | 0 | 0 |