THE@BRUCE & ERICA GREER FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE@BRUCE & ERICA GREER FAMILY FOUNDATION (EIN 65-6413886)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2011-06-30
- IRS object ID
- 201131819349100453
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-30T13:48:36-00:00 | Timestamp |
| Tax Period End Date | 2011-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Select Fiduciary LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 420 | AddressLine1 |
| City | Rootstown | City |
| State | OH | State |
| ZIP Code | 44272 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656413886 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bruce & Erica Greer Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GREE | NameControl |
| Phone | 3308823106 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 Ott Drive | AddressLine1 |
| City | Clinton | City |
| State | OH | State |
| ZIP Code | 44216 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bruce Greer | Name |
| Title | Trustee | Title |
| Date Signed | 2011-06-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robin Riemenschneider | Name |
| Phone | 3307770600 | Phone |
| Date Prepared | 2011-06-28 | DatePrepared |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 363345 | 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 | 7819 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7819 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 37430 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 157645 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 37430 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 45249 | TotalRevenueAndExpenses |
| Total Net Investment Income | 45249 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 825 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 619 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 206 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2035 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2035 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 63 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 63 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 100 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 100 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3023 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2717 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 306 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 15600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 15600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 18623 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2717 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 15906 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 26626 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 42532 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 252 | CashBOY |
| Cash EOY | 2127 | CashEOY |
| Cash EOYFMV | 2127 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 818 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2928 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2928 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 190417 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 238058 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 280688 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 98966 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 73966 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 77602 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 290453 | TotalAssetsBOY |
| Total Assets EOY | 317079 | TotalAssetsEOY |
| Total Assets EOYFMV | 363345 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 290453 | CapitalStockBOY |
| Capital Stock EOY | 317079 | CapitalStockEOY |
| Total Net Assets BOY | 290453 | TotalNetAssetsBOY |
| Total Net Assets EOY | 317079 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 290453 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 317079 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 290453 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 26626 | ExcessOfRevenueOverExpenses |
| Subtotal | 317079 | Subtotal |
| Total Net Assets Fund Balances EOY | 317079 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 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 |
|---|---|---|---|---|---|---|---|
| 721 PIMCO Total Return Fund Instl Class | P | 2008-08-15 | 2010-05-27 | 7981 | 7643 | 338 | 338 |
| 25000 FHLB 6 6/14/2017 | P | 2007-06-08 | 2010-06-14 | 25000 | 25000 | ||
| 708.215 Templeton Global Bond Fund | P | 2006-01-12 | 2010-09-17 | 9589 | 7500 | 2089 | 2089 |
| 230.84 Templeton Global Bond Fund | P | 2006-05-25 | 2010-09-17 | 3126 | 2500 | 626 | 626 |
| 381.618 Templeton Global Bond | P | 2007-03-01 | 2010-09-17 | 5167 | 4190 | 977 | 977 |
| 3974.562 Federated Captial Appreciation Fund | P | 2009-02-26 | 2010-11-24 | 73092 | 50000 | 23092 | 23092 |
| 808 Huntington Growth Fund III | P | 2009-02-04 | 2011-02-17 | 21840 | 15134 | 6706 | 6706 |
| 330.033 Eaton Vance Large Cap Value | P | 2009-02-27 | 2011-03-17 | 6000 | 3858 | 2142 | 2142 |
| 130.378 MFS Value Fund | P | 2009-02-27 | 2011-03-17 | 3042 | 1849 | 1193 | 1193 |
| 188.253 Franklin Templeton Global | P | 2010-09-17 | 2011-03-17 | 2500 | 2541 | -41 | -41 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 37430 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -41 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 17222 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 328483 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.052429 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 20577 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 348281 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.059082 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 12492 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 419133 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.029804 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4576 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 268544 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.017040 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3816 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 127289 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.029979 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.188334 | TotalDistributionRatio |
| Average Distribution Ratio | 000.037667 | AverageDistributionRatio |
| Net Noncharitable Assets | 340067 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 12809 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 425 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 13234 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 15906 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 425 | InvestmentIncomeExciseTax |
| Subtotal | 425 | Subtotal |
| Tax Based On Investment Income | 425 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 64 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 64 | TotalCreditsAndPayments |
| Tax Paid Original Return | 64 | TaxPaidOriginalReturn |
| Tax Due | 361 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | None | WebsiteAddress |
| Books In Care Of Person Name | Bruce Erica Greer | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3308823106 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 Ott Drive | AddressLine1 |
| City | Clinton | City |
| State | OH | State |
| ZIP Code | 442169459 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Bruce Greer | ||||||
| 408 Ott Drive | Clinton | OH | 44216 | Trustee | 001.00 | 0 |
| Erica Greer | ||||||
| 408 Ott Drive | Clinton | OH | 44216 | Trustee | 001.00 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 344840 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 406 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 345246 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 345246 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5179 | CashDeemedCharitable |
| Net Noncharitable Assets | 340067 | NetNoncharitableAssets |
| Minimum Investment Return | 17003 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 17003 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 425 | TaxBasedOnInvestmentIncome |
| Total Tax | 425 | TotalTax |
| Distributable Amount Before Adj | 16578 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 16578 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 16578 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 15906 | ExpensesAndContributions |
| Qualifying Distributions | 15906 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 425 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 15481 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16578 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 15568 | UndistributedIncomePriorYear |
| Qualifying Distributions | 15906 | QualifyingDistributions |
| Applied To Year1 | 15568 | AppliedToYear1 |
| Applied To Current Year | 338 | AppliedToCurrentYear |
| Undistributed Income CY | 16240 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Burce and Erica Greer | ContributingManager |
| Shareholder Manager | None | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Bruce and Erica Greer Foundation | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 Ott Drive | AddressLine1 |
| City | Clinton | City |
| State | OH | State |
| ZIP Code | 44216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3308823160 | RecipientPhoneNumber |
| Form And Info And Materials | Written requests must include the organizations mission statement as well as general financial information | FormAndInfoAndMaterials |
| Submission Deadlines | Requests must be received by December 15th | SubmissionDeadlines |
| Restrictions On Awards | Limited to organizations in Northeastern Ohio focused on giving back to the community, both locally and the larger community of man. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 903 WCPN Ideastream | |||||||
| PO Box 974392 | Cleveland | OH | 441944392 | N/A | 509(a)(1) | General Fund | $500 |
| Akron Art Museum | |||||||
| 70 E Market St | Akron | OH | 443986105 | N/A | 509(a)(1) | General Fund | $1,500 |
| Akron Canton Regional Foodbank | |||||||
| 350 Opportunity Parkway | Akron | OH | 443072234 | N/A | 509(a)(1) | Harvest for Hunger | $2,000 |
| Akron Civic Theater | |||||||
| 182 South Main Street | Akron | OH | 443081358 | N/A | 509(a)(1) | General Fund | $1,500 |
| American Friends Service Committee | |||||||
| PO Box 98015 | Washington | DC | 200908015 | N/A | 509(a)(1) | General Fund | $200 |
| Cuyahoga Valley National Park Assoc | |||||||
| 1403 West Hines Hill Rd | Peninsula | OH | 44264 | N/A | 509(a)(1) | General Fund | $400 |
| Foundation for National Progress | |||||||
| 2550 Ninth St Suite 1033 | Berkeley | CA | 947109729 | N/A | 509(a)(2) | Mother Jones Investigative Fund | $300 |
| Grand Traverse Regional Land Conser | |||||||
| 3860 North Long Lake Rd Suite D | Traverse City | MI | 496847204 | N/A | 509(a)(1) | General Fund | $100 |
| Intermuseum Conservation Assoc | |||||||
| 2915 Detriot Ave | Cleveland | OH | 44113 | N/A | 509(a)(2) | General Fund | $400 |
| Metro Parks Foundation | |||||||
| 975 Treaty Line Rd | Akron | OH | 44313 | N/A | 509(a)(3) | General Fund | $500 |
| National Parks Conservation Associa | |||||||
| 1300 19th St NW Suite 300 | Washington | DC | 20036 | N/A | 509(a)(2) | General Fund | $500 |
| National Trust for Historic Preserv | |||||||
| PO Box 5043 | Hagerstown | MD | 217419823 | N/A | 509(a)(1) | General Fund | $100 |
| Ohio Erie Canalway Coalition | |||||||
| 47 West Exchange St | Akron | OH | 44308 | N/A | 509(a)(2) | General Fund | $500 |
| Ohio State College of the Arts | |||||||
| PO Box 710811 | Columbus | OH | 432710811 | N/A | 509(a)(1) | General Fund | $300 |
| Policy Matters Ohio | |||||||
| 3631 Perkins Ave Suite 4-C East | Cleveland | OH | 44114 | N/A | 509(a)(1) | General Fund | $200 |
| Stan Hywet Hall Gardens | |||||||
| 714 North Portage Path | Akron | OH | 443031399 | N/A | 509(a)(1) | Curatorial Restoration Fund | $500 |
| Stan Hywet Hall Gardens | |||||||
| 714 North Portage Path | Akron | OH | 443031399 | N/A | 509(a)(1) | General Fund | $2,000 |
| Summit County Historical Society | |||||||
| 550 Copley Road | Akron | OH | 44320 | N/A | 509(a)(2) | General Fund | $500 |
| Tip of the Mitt Watershed Council | |||||||
| 426 Bay St | Petoskey | MI | 49770 | N/A | 509(a)(1) | General Fund | $100 |
| United Way of Summit County | |||||||
| 90 N Prospect St PO Box 1260 | Akron | OH | 443091260 | N/A | 509(a)(1) | General Fund | $2,000 |
| Western Reserve Historical Society | |||||||
| 10825 East Boulevard | Cleveland | OH | 44106 | N/A | 509(a)(1) | General Fund | $500 |
| Western Reserve Public Media | |||||||
| 1750 Campus Center Drive PO Box 519 | Kent | OH | 442405191 | N/A | 509(a)(1) | General Fund | $500 |
| WKSU-FM | |||||||
| PO Box 5190 | Kent | OH | 442420001 | N/A | 509(a)(1) | General Fund | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 15600 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,819 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $37,430 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,249 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 45249 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Apple Growth Partners | Category |
| Amount | $825 | Amount |
| Net Investment Income | 619 | NetInvestmentIncome |
| Disbursements Charitable Prps | 206 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FHLB 6 Due 06/14/2017 | ||
| Citigroup Inc 2.125 Due 4/30/2012 | 49988 | 50946 |
| Pepsico Inc 4.65 Due 2/15/2013 | 23978 | 26656 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (17 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| American Growth Fund of America | 18690 | 19136 |
| Eaton Vance Large Cap Value Fund | 10944 | 17600 |
| Federated Capital Appreciation Fund | ||
| Huntington International Equity Fund | 20494 | 30620 |
| Huntington Situs Fund III | 24617 | 28439 |
| MFS Value Fund-Class I | 8151 | 13923 |
| Huntington Growth Fund III | ||
| Vanguard Sm Cap Index Fd Inv Shrs | 7059 | 8957 |
| Vanguard Mid Cap Index Fund Inv Shrs | 22429 | 28777 |
| PIMCO Total Return Fund | 19786 | 19829 |
| Franklin Templeton Global Bond Fund | 15341 | 15556 |
| Huntington Real Strategies Fund | 5074 | 7862 |
| Federated Total Return Bond Fund | 19973 | 20078 |
| American Fundamental Investors Fund | 30000 | 33383 |
| Gateway Fund Class Y | 13000 | 13372 |
| Huntington Mid Corp America Fund | 7500 | 7513 |
| Huntingon Global Select Markets Fund | 15000 | 15643 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | State Filing Fee | Description |
| Revenue And Expenses Per Books | 100 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 100 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Huntington National Bank | Category |
| Amount | $2,035 | Amount |
| Net Investment Income | 2035 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax on investment income | Category |
| Amount | $63 | Amount |
| Net Investment Income | 63 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |