CHARLES E & MABEL M RITCHIE MEMORIAL FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES E & MABEL M RITCHIE MEMORIAL FOUNDATION (EIN 34-6500802)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201141329349100834
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T11:14:43-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 346500802 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES E AND MABEL M RITCHIE MEMORIAL 04194-00 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHAR | 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 | 2011-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA B CULP | Name |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7043528 | 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 | 209581 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 209581 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -87271 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2280243 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 126 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 126 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 122436 | TotalRevenueAndExpenses |
| Total Net Investment Income | 209707 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 70562 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 56450 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 14112 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 152 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 122 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 30 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1138 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 910 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 228 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1097 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2613 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1930 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 683 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 75562 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 59412 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 15053 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 296100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 296100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 371662 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 59412 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 311153 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -249226 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 150295 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 65751 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 326261 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 326261 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1311257 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1315820 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1412884 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3940610 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3627511 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4423871 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1072222 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 871022 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 880512 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 6389840 | TotalAssetsBOY |
| Total Assets EOY | 6140614 | TotalAssetsEOY |
| Total Assets EOYFMV | 7043528 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 6389840 | CapitalStockBOY |
| Capital Stock EOY | 6140614 | 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 | 6389840 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6140614 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6389840 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6140614 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6389840 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -249226 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 6140614 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6140614 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (105 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 |
|---|---|---|---|---|---|---|---|
| 300 SHS CHARLES SCHWAB CORP | P | 2008-08-01 | 2010-01-15 | 5667 | 6706 | -1039 | -1039 |
| 90 SHS CHARLES SCHWAB CORP | P | 2009-06-29 | 2010-01-15 | 1700 | 1622 | 78 | 78 |
| 1820 SHS CHARLES SCHWAB CORP | P | 2006-10-12 | 2010-01-15 | 34378 | 32340 | 2038 | 2038 |
| 130 SHS ABBOTT LABS | P | 2009-06-29 | 2010-02-11 | 6954 | 6206 | 748 | 748 |
| 20 SHS APPLE INC | P | 2007-11-29 | 2010-02-11 | 3965 | 3677 | 288 | 288 |
| 280 SHS BAXTER INTL INC | P | 2009-06-29 | 2010-02-11 | 15680 | 14785 | 895 | 895 |
| 360 SHS DISNEY WALT CO NEW | P | 2007-11-21 | 2010-02-11 | 10849 | 11382 | -533 | -533 |
| 55 SHS EMERSON ELEC CO | P | 2009-06-29 | 2010-02-11 | 2539 | 1842 | 697 | 697 |
| 65 SHS EMERSON ELEC CO | P | 2000-06-27 | 2010-02-11 | 3001 | 2110 | 891 | 891 |
| 10 SHS GENERAL ELECTRIC CORP | P | 1998-08-12 | 2010-02-11 | 156 | 296 | -140 | -140 |
| 10 SHS GENERAL MLS INC | P | 2008-01-31 | 2010-02-11 | 690 | 546 | 144 | 144 |
| 100 SHS HEWLETT PACKARD CO | P | 2009-09-01 | 2010-02-11 | 4854 | 4421 | 433 | 433 |
| 280 SHS INTEL CORP | P | 2008-05-20 | 2010-02-11 | 5630 | 6770 | -1140 | -1140 |
| 40 SHS MCDONALDS CORP | P | 2008-08-01 | 2010-02-11 | 2546 | 2423 | 123 | 123 |
| 20 SHS OCCIDENTAL PETE CORP | P | 2009-12-10 | 2010-02-11 | 1600 | 1539 | 61 | 61 |
| 50 SHS HOME DEPOT INC | P | 2009-06-29 | 2010-02-11 | 1443 | 1199 | 244 | 244 |
| 40 SHS UNITED TECHNOLOGIES CORP | P | 2009-06-15 | 2010-02-11 | 2656 | 2186 | 470 | 470 |
| 70 SHS ECOLAB INC | P | 2009-06-29 | 2010-02-11 | 2920 | 2745 | 175 | 175 |
| 20 SHS ECOLAB INC | P | 2009-04-17 | 2010-02-11 | 834 | 752 | 82 | 82 |
| 110 SHS MICROSOFT CORP | P | 2009-07-24 | 2010-02-11 | 3095 | 2558 | 537 | 537 |
| 10 SHS APACHE CORP | P | 2008-08-01 | 2010-02-11 | 994 | 1148 | -154 | -154 |
| 250 SHS CISCO SYSTEMS INC | P | 2009-06-29 | 2010-02-11 | 5964 | 4772 | 1192 | 1192 |
| 130 SHS CISCO SYSTEMS INC | P | 2006-01-23 | 2010-02-11 | 3101 | 2382 | 719 | 719 |
| 90 SHS NIKE INC-CLASS B | P | 2009-06-29 | 2010-02-11 | 5668 | 4674 | 994 | 994 |
| 10 SHS QUALCOMM INC | P | 2008-08-01 | 2010-02-11 | 379 | 551 | -172 | -172 |
| 80 SHS WELLS FARGO & CO | P | 2009-07-14 | 2010-02-11 | 2161 | 1949 | 212 | 212 |
| 20 SHS GILEAD SCIENCES INC | P | 2007-08-24 | 2010-02-11 | 939 | 740 | 199 | 199 |
| 10 SHS EXXON MOBIL CORPORATION | P | 2009-06-29 | 2010-02-11 | 650 | 704 | -54 | -54 |
| 70 SHS VERIZON COMMUNICATIONS | P | 2006-12-12 | 2010-02-11 | 2029 | 2484 | -455 | -455 |
| 60 SHS FLUOR CORP NEW | P | 2009-10-09 | 2010-02-11 | 2663 | 2930 | -267 | -267 |
| 100 SHS XTO ENERGY INC | P | 2008-05-19 | 2010-02-11 | 4551 | 6829 | -2278 | -2278 |
| 1670 SHS ISHARES MSCI EAFE INDEX FUND | P | 2008-07-01 | 2010-02-11 | 86791 | 112503 | -25712 | -25712 |
| 400 SHS ISHARES S&P SMALLCAP 600 | P | 2008-08-01 | 2010-02-11 | 21158 | 24635 | -3477 | -3477 |
| 690 SHS ISHARES RUSSELL MIDCAP INDEX FUND | P | 2008-07-01 | 2010-02-11 | 55491 | 65412 | -9921 | -9921 |
| 160 SHS CAMERON INTERNATIONAL CORP | P | 2008-08-01 | 2010-02-11 | 6464 | 7669 | -1205 | -1205 |
| 25 SHS VANGUARD MSCI EMERGING MARKETS ETF | P | 2008-07-01 | 2010-02-11 | 964 | 1146 | -182 | -182 |
| 645 SHS VANGUARD MSCI EMERGING MARKETS ETF | P | 2008-07-01 | 2010-02-11 | 24862 | 29373 | -4511 | -4511 |
| 150 SHS SPDR DJ WILSHIRE INTL REAL ESTATE | P | 2008-08-01 | 2010-02-11 | 5011 | 6964 | -1953 | -1953 |
| 220 SHS VANGUARD MATERIALS ETF | P | 2009-06-29 | 2010-02-11 | 14001 | 11644 | 2357 | 2357 |
| 775 SHS VANGUARD MATERIALS ETF | P | 2009-05-05 | 2010-02-11 | 49321 | 41565 | 7756 | 7756 |
| 50 SHS COVIDIEN PLC | P | 2009-02-02 | 2010-02-11 | 2474 | 1912 | 562 | 562 |
| 1680 SHS DISNEY WALT CO NEW | P | 2007-11-21 | 2010-03-10 | 55935 | 53114 | 2821 | 2821 |
| 240 SHS DISNEY WALT CO NEW | P | 2009-06-29 | 2010-03-10 | 7991 | 5724 | 2267 | 2267 |
| 140 SHS VERIZON COMMUNICATIONS | P | 2008-08-01 | 2010-03-10 | 4156 | 4854 | -698 | -698 |
| 10 SHS VERIZON COMMUNICATIONS | P | 2009-06-29 | 2010-03-10 | 297 | 314 | -17 | -17 |
| 1148 SHS VERIZON COMMUNICATIONS | P | 2006-12-12 | 2010-03-10 | 34077 | 40731 | -6654 | -6654 |
| 395 SHS XTO ENERGY INC | P | 2008-05-19 | 2010-03-10 | 18700 | 26976 | -8276 | -8276 |
| 190 SHS GOLDMAN SACHS GROUP INC | P | 2009-05-12 | 2010-04-22 | 30158 | 25503 | 4655 | 4655 |
| 195 SHS GOLDMAN SACHS GROUP INC | P | 2010-01-15 | 2010-04-22 | 30951 | 32447 | -1496 | -1496 |
| 40 SHS GOLDMAN SACHS GROUP INC | P | 2010-02-11 | 2010-04-22 | 6349 | 6156 | 193 | 193 |
| 200000 SHS GOLDMAN SACHS 5.125% 1/15/15 | P | 2005-05-11 | 2010-04-29 | 206220 | 201200 | 5020 | 5020 |
| 5 SHS BAXTER INTL INC | P | 2009-06-29 | 2010-05-17 | 216 | 264 | -48 | -48 |
| 1022 SHS BAXTER INTL INC | P | 2006-08-17 | 2010-05-17 | 44121 | 44061 | 60 | 60 |
| 116 SHS XTO ENERGY INC | P | 2008-05-19 | 2010-05-26 | 4905 | 7922 | -3017 | -3017 |
| 200 SHS XTO ENERGY INC | P | 2008-08-01 | 2010-05-26 | 8456 | 9636 | -1180 | -1180 |
| 550 SHS XTO ENERGY INC | P | 2009-05-12 | 2010-05-26 | 23254 | 23192 | 62 | 62 |
| 185 SHS XTO ENERGY INC | P | 2009-06-29 | 2010-05-26 | 7822 | 7074 | 748 | 748 |
| 260 SHS THE VANGUARD GROUP INC ENERGY ETF | P | 2008-07-01 | 2010-05-26 | 19824 | 33662 | -13838 | -13838 |
| 350 SHS THE VANGUARD GROUP INC ENERGY ETF | P | 2008-08-01 | 2010-05-26 | 26686 | 38834 | -12148 | -12148 |
| 135 SHS THE VANGUARD GROUP INC ENERGY ETF | P | 2009-06-29 | 2010-05-26 | 10293 | 9530 | 763 | 763 |
| 40 SHS THE VANGUARD GROUP INC ENERGY ETF | P | 2010-02-11 | 2010-05-26 | 3050 | 3240 | -190 | -190 |
| 150 SHS APPLE INC | P | 2007-11-29 | 2010-06-18 | 40976 | 27576 | 13400 | 13400 |
| 385 SHS JOHNSON & JOHNSON | P | 1989-03-01 | 2010-06-18 | 22744 | 1047 | 21697 | 21697 |
| 95 SHS JOHNSON & JOHNSON | P | 2008-08-01 | 2010-06-18 | 5612 | 6544 | -932 | -932 |
| 100 SHS JOHNSON & JOHNSON | P | 2010-02-11 | 2010-06-18 | 5908 | 6303 | -395 | -395 |
| 1380 SHS QUALCOMM INC | P | 2008-08-01 | 2010-06-18 | 49302 | 76050 | -26748 | -26748 |
| 40 SHS QUALCOMM INC | P | 2009-06-29 | 2010-06-18 | 1429 | 1847 | -418 | -418 |
| 1150 SHS GILEAD SCIENCES INC | P | 2007-08-24 | 2010-06-18 | 41480 | 42539 | -1059 | -1059 |
| 245 SHS UNITED TECHNOLOGIES CORP | P | 2005-06-07 | 2010-07-02 | 15723 | 13239 | 2484 | 2484 |
| 395 SHS UNITED TECHNOLOGIES CORP | P | 2009-06-15 | 2010-07-02 | 25350 | 21589 | 3761 | 3761 |
| 345 SHS PRAXAIR INC | P | 2006-08-31 | 2010-07-02 | 26452 | 19810 | 6642 | 6642 |
| 125 SHS PRAXAIR INC | P | 2009-06-29 | 2010-07-02 | 9584 | 9073 | 511 | 511 |
| 100 SHS PRAXAIR INC | P | 2010-02-11 | 2010-07-02 | 7667 | 7623 | 44 | 44 |
| 65 SHS GOOGLE INC - CL A | P | 2006-06-15 | 2010-07-02 | 28506 | 25418 | 3088 | 3088 |
| 20 SHS GOOGLE INC - CL A | P | 2008-08-01 | 2010-07-02 | 8771 | 9450 | -679 | -679 |
| 30 SHS GOOGLE INC - CL A | P | 2009-06-29 | 2010-07-02 | 13156 | 12756 | 400 | 400 |
| 10 SHS GOOGLE INC - CL A | P | 2009-05-05 | 2010-07-02 | 4385 | 4020 | 365 | 365 |
| 440 SHS COVIDIEN PLC | P | 2009-02-02 | 2010-07-02 | 17436 | 16830 | 606 | 606 |
| 475 SHS COVIDIEN PLC | P | 2009-06-29 | 2010-07-02 | 18823 | 17804 | 1019 | 1019 |
| 648 SHS ECOLAB INC | P | 2009-04-17 | 2010-07-21 | 31118 | 24365 | 6753 | 6753 |
| 222 SHS CHEVRON CORPORATION | P | 2006-01-23 | 2010-07-21 | 16071 | 13820 | 2251 | 2251 |
| 190 SHS CHEVRON CORPORATION | P | 2009-06-29 | 2010-07-21 | 13755 | 12726 | 1029 | 1029 |
| 240 SHS CHEVRON CORPORATION | P | 2010-02-11 | 2010-07-21 | 17374 | 17283 | 91 | 91 |
| 1285 SHS NUCOR CORP | P | 2009-09-01 | 2010-09-23 | 47666 | 56570 | -8904 | -8904 |
| 130 SHS NUCOR CORP | P | 2010-02-11 | 2010-09-23 | 4822 | 5321 | -499 | -499 |
| 715 SHS ISHARES MSCI EAFE INDEX FUND | P | 2010-06-18 | 2010-09-23 | 38629 | 36282 | 2347 | 2347 |
| 910 SHS ISHARES MSCI EAFE INDEX FUND | P | 2008-07-01 | 2010-09-23 | 49164 | 61304 | -12140 | -12140 |
| 2980 SHS ISHARES MSCI EAFE INDEX FUND | P | 2008-08-01 | 2010-09-23 | 160998 | 195645 | -34647 | -34647 |
| 735 SHS ISHARES MSCI EAFE INDEX FUND | P | 2009-06-29 | 2010-09-23 | 39709 | 34148 | 5561 | 5561 |
| 85 SHS AUTOMATIC DATA PROCESSING INC | P | 2009-06-29 | 2010-09-30 | 3581 | 3011 | 570 | 570 |
| 1495 SHS AUTOMATIC DATA PROCESSING INC | P | 2006-01-23 | 2010-09-30 | 62976 | 61011 | 1965 | 1965 |
| 40 SHS AUTOMATIC DATA PROCESSING INC | P | 2010-02-11 | 2010-09-30 | 1685 | 1644 | 41 | 41 |
| 1330 SHS MEDTRONIC INC | P | 2010-03-10 | 2010-10-26 | 47797 | 59544 | -11747 | -11747 |
| 200000 SHS U.S. TREASURY NOTES 4.500% 11/15/10 | P | 2007-01-30 | 2010-11-15 | 200000 | 197938 | 2062 | 2062 |
| 2580 SHS WELLS FARGO & CO | P | 2009-07-14 | 2010-11-16 | 69685 | 62869 | 6816 | 6816 |
| 20 SHS JP MORGAN CHASE & CO | P | 2008-07-01 | 2010-11-16 | 786 | 678 | 108 | 108 |
| 1663 SHS JP MORGAN CHASE & CO | P | 2008-04-08 | 2010-11-16 | 65338 | 75240 | -9902 | -9902 |
| 230 SHS JP MORGAN CHASE & CO | P | 2008-08-01 | 2010-11-16 | 9037 | 9316 | -279 | -279 |
| 120 SHS JP MORGAN CHASE & CO | P | 2009-06-29 | 2010-11-16 | 4715 | 4158 | 557 | 557 |
| 190 SHS JP MORGAN CHASE & CO | P | 2010-02-11 | 2010-11-16 | 7465 | 7409 | 56 | 56 |
| 70 SHS NIKE INC-CLASS B | P | 2009-06-29 | 2010-12-09 | 6129 | 3635 | 2494 | 2494 |
| 350 SHS NIKE INC-CLASS B | P | 2009-05-12 | 2010-12-09 | 30644 | 17805 | 12839 | 12839 |
| 1220 SHS RAYTHEON COMPANY | P | 2010-04-22 | 2010-12-09 | 55962 | 72504 | -16542 | -16542 |
| 1245 SHS FEDERATED INV PRIME OBL FD #396 SS | P | 2010-07-29 | 2010-12-29 | 1245 | 1245 | 0 | 0 |
| CAPITAL GAINS DIVIDENDS | P | 334 | 334 | 334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -87271 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 337074 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6170113 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054630 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 389830 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6971350 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055919 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 370492 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7923850 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046757 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 361959 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 7568489 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047824 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 354825 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7429531 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047759 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.252889 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050578 | AverageDistributionRatio |
| Net Noncharitable Assets | 6651200 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 336404 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1503 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 337907 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 311153 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3006 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3006 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3006 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1635 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1635 | TotalCreditsAndPayments |
| Tax Due | 1371 | TaxDue |
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) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | FIRSTMERIT BANK NA | PersonName |
US Address USAddress
| 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) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 70562 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 6322268 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 430219 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6752487 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6752487 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 101287 | CashDeemedCharitable |
| Net Noncharitable Assets | 6651200 | NetNoncharitableAssets |
| Minimum Investment Return | 332560 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 332560 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3006 | TaxBasedOnInvestmentIncome |
| Total Tax | 3006 | TotalTax |
| Distributable Amount Before Adj | 329554 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 329554 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 329554 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 311153 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 311153 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 311153 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 329554 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 293876 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 311153 | QualifyingDistributions |
| Applied To Year1 | 293876 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17277 | 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 | 312277 | 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 | 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 | FOUR REQUEST PACKETS WHICH INCLUDE THE FOLLOWING: -PURPOSE OR NEED FOR THE PROJECT -TOTAL COST OF THE PROJECT -LIST OF ANY OTHER FOUNDATIONS APPROACHED FOR THE PROJECT -LIST OF THE MEMBERS OF YOUR ORGANIZATION'S GOVERNING BODY -IRS TAX DETERMINATION LETTER -MOST RECENT AUDITED FINANCIAL STATEMENT OR FORM 990 | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | ONLY NON-PROFIT 501(C)(3), ORGANIZATIONS ARE ALLOCATED FUNDS. THESE ORGANIZATIONS MUST BE OF SUMMIT COUNTY, OHIO. THREE ORGANIZATIONS TO RECEIVE SPECIAL PRIORITY STATUS - LAKE ERIE COLLEGE, THE CONGREGATIONAL CHURCH OF TALLMADGE, AND SUMNER HOME. GRANTS ARE MADE FOR EDUCATIONAL, CIVIC, CULTURAL, AND CHARITABLE PURPOSES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (91 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 32ND DEGREE MASONIC LEARNING CENTERS | |||||||
| 150 SPRINGSIDE DRIVE | AKRON | OH | 44333 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 |
| ACCESS INC | |||||||
| 230 W MARKET STREET | AKRON | OH | 44304 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| ACT II PRODUCTIONS- THE ILLUSION FACTORY | |||||||
| 1319 SHANABROOK DRIVE | AKRON | OH | 44313 | NONE | 501(C)(3) | CULTURAL | $2,000 |
| AKRON ART MUSEUM | |||||||
| ONE SOUTH HIGH | AKRON | OH | 44309 | NONE | 501(C)(3) | EDUCATIONAL | $5,000 |
| AKRON COMMUNITY SERVICE CENTER AND URBAN LEAGUE | |||||||
| 440 VERNON ODOM BOULEVARD | AKRON | OH | 44317 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 |
| AKRON INNER CITY SOCCER CLUB | |||||||
| 865 ROSLYN AVENUE | AKRON | OH | 44321 | NONE | 501(C)(3) | GENERAL SUPPORT | $500 |
| AKRON MARATHON CHARITABLE CORPORATION | |||||||
| 365 WATER STREET | AKRON | OH | 44308 | NONE | 501(C)(3) | CIVIC | $1,000 |
| AKRON ROTARY CAMP FOR SPECIAL CHILDREN | |||||||
| 4460 REX LAKE DRIVE | AKRON | OH | 44319 | NONE | 501(C)(3) | CAMPERSHIPS | $3,000 |
| AKRON ROUNDTABLE | |||||||
| PO BOX 1051 | CUYAHOGA FALLS | OH | 44224 | NONE | 501(C)(3) | CIVIC | $1,500 |
| AKRON ZOOLOGICAL PARK | |||||||
| 500 EDGEWOOD AVENUE | AKRON | OH | 44307 | NONE | 501(C)(3) | EDUCATIONAL | $3,000 |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | NONE | 501(C)(3) | GENERAL SUPPORT | $8,000 |
| ARC OF SUMMIT AND PORTAGE COUNTIES | |||||||
| 501 W MARKET STREET | AKRON | OH | 44307 | NONE | 501(C)(3) | CIVIC | $4,000 |
| ARC OF SUMMIT AND PORTAGE COUNTIES | |||||||
| 3869 DARROW ROAD SUITE 109 | STOW | OH | 44225 | NONE | 501(C)(3) | CIVIC | $2,500 |
| ARTHRITIS FOUNDATION-NORTHEASTERN OHIO CHAPTER | |||||||
| 4630 RICHMOND ROAD 240 | CLEVELAND | OH | 44128 | NONE | 501(C)(3) | GENERAL SUPPORT | $800 |
| BALLET THEATRE OF OHIO | |||||||
| 265 N MAIN STREET SUITE 13 | MUNROE FALLS | OH | 44263 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| BATTERED WOMEN'S SHELTER | |||||||
| 759 W MARKET STREET | AKRON | OH | 44303 | NONE | 501(C)(3) | CIVIC | $5,000 |
| 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 | $1,000 |
| BOY SCOUTS OF AMERICA- GREAT TRAIL COUNCIL | |||||||
| 1601 S MAIN STREET | AKRON | OH | 44301 | NONE | 501(C)(3) | CIVIC | $3,000 |
| BOYS & GIRLS CLUBS OF THE WESTERN RESERVE | |||||||
| 889 JONATHAN AVENUE | AKRON | OH | 44306 | NONE | 501(C)(3) | CIVIC | $2,000 |
| CASA BOARD VOLUNTEER ASSOCIATION | |||||||
| 650 DAN STREET | AKRON | OH | 44311 | NONE | 501(C)(3) | CIVIC | $3,000 |
| CASCADE LOCKS PARK ASSOCIATION | |||||||
| 248 FERNDALE STREET | AKRON | OH | 44305 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| CENTRAL SUMMIT COUNTY CHORAL SOCIETY | |||||||
| 715 E BUCHTEL AVENUE | AKRON | OH | 44306 | NONE | 501(C)(3) | CIVIC | $2,000 |
| CHAPEL HILL CHRISTIAN SCHOOL | |||||||
| 1090 HOWE AVENUE | CUYAHOGA FALLS | OH | 44222 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 |
| CHILDREN'S CONCERT SOCIETY | |||||||
| THE UNIVERSITY OF AKRON | AKRON | OH | 44326 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| CHILDREN'S HOSPITAL MEDICAL CENTER OF AKRON | |||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | NONE | 501(C)(3) | CIVIC | $2,000 |
| COMMUNITY DRUG BOARD COMMUNITY HEALTH CENTER | |||||||
| 725 EAST MARKET STREET | AKRON | OH | 44305 | NONE | 501(C)(3) | FACILITIES | $2,000 |
| COMMUNITY HALL FOUNDATION THE CIVIC | |||||||
| 182 S MAIN STREET | AKRON | OH | 44308 | NONE | 501(C)(3) | CIVIC | $5,000 |
| COMMUNITY OUTREACH RESOURCES EXCHANGE CORE FURNITURE BANK | |||||||
| 2900 STATE ROAD UNIT 3 | CUYAHOGA FALLS | OH | 44223 | NONE | 501(C)(3) | CIVIC | $3,000 |
| CONRAD BOTZUM FARMSTEAD | |||||||
| PO BOX 13293 | AKRON | OH | 44335 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| CUYAHOGA VALLEY NATIONAL PARK ASSOCIATION | |||||||
| 1403 WEST HINES HILL ROAD | PENINSULA | OH | 44264 | NONE | 501(C)(3) | CIVIC | $2,000 |
| CUYAHOGA VALLEY PRESERVATION & SCENIC RAILWAY ASSOCIATION | |||||||
| PO BOX 158 | PENINSULA | OH | 44264 | NONE | 501(C)(3) | CIVIC | $5,000 |
| CUYAHOGA VALLEY YOUTH BALLET | |||||||
| PO BOX 1113 | CUYAHOGA FALLS | OH | 44224 | NONE | 501(C)(3) | CIVIC | $2,000 |
| CYO AND COMMUNITY SERVICES | |||||||
| 812 BIRUTA STREET | AKRON | OH | 44308 | NONE | 501(C)(3) | CAMPERSHIPS | $3,000 |
| DOWNTOWN AKRON PARTNERSHIP FIRST NIGHT AKRON | |||||||
| 58 W EXCHANGE STREET SUITE C | AKRON | OH | 44308 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| FIRST CONGREGATIONAL CHURCH OF TALLMADGE | |||||||
| PO BOX 420 | TALLMADGE | OH | 44278 | NONE | 501(C)(3) | CIVIC | $6,000 |
| FRIENDS OF METRO PARKS | |||||||
| 975 TREATY LINE RD | AKRON | OH | 44314 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 |
| GENNESARET INC | |||||||
| PO BOX 1253 | CUYAHOGA FALLS | OH | 44224 | NONE | 501(C)(3) | FACILITIES | $1,000 |
| GIRL SCOUTS OF NORTH EAST OHIO | |||||||
| ONE GIRL SCOUT WAY | MACEDONIA | OH | 44057 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| GOOD NEIGHBORS | |||||||
| 1453 GOODYEAR BLVD | AKRON | OH | 44306 | NONE | 501(C)(3) | CIVIC | $3,000 |
| GOODWILL INDUSTRIES OF AKRON INC | |||||||
| 570 E WATERLOO ROAD | AKRON | OH | 44320 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,500 |
| GREATER AKRON MUSICAL ASSOCIATION- AKRON SYMPHONY | |||||||
| 17 NORTH BROADWAY | AKRON | OH | 44308 | NONE | 501(C)(3) | EDUCATIONAL | $5,000 |
| GREENLEAF FAMILY CENTER | |||||||
| 212 EAST EXCHANGE STREET | AKRON | OH | 44305 | NONE | 501(C)(3) | CIVIC | $3,500 |
| HABITAT FOR HUMANITY OF SUMMIT COUNTY | |||||||
| 1177 ROSEMARY BLVD | AKRON | OH | 44306 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| HAVEN OF REST MINISTRIES | |||||||
| PO BOX 547 | AKRON | OH | 44310 | NONE | 501(C)(3) | CIVIC | $3,000 |
| HUMANE SOCIETY OF GREATER AKRON | |||||||
| 7996 DARROW ROAD | TWINSBURG | OH | 44088 | NONE | 501(C)(3) | FACILITIES | $5,000 |
| INTERNATIONAL INSTITUTE OF AKRON | |||||||
| 207 EAST TALLMADGE AVENUE | AKRON | OH | 44311 | NONE | 501(C)(3) | CIVIC | $3,000 |
| JA WORLDWIDE-JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO | |||||||
| PO BOX 26006 | AKRON | OH | 44319 | NONE | 501(C)(3) | EDUCATIONAL | $3,500 |
| KEEP AKRON BEAUTIFUL | |||||||
| 850 EAST MARKET STREET | AKRON | OH | 44306 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| KENT STATE UNIVERSITY-WKSU | |||||||
| PO BOX 5190 | KENT | OH | 44213 | NONE | 501(C)(3) | CIVIC | $4,000 |
| LAKE ERIE COLLEGE | |||||||
| 391 WEST WASHINGTON STREET | PAINESVILLE | OH | 44078 | NONE | 501(C)(3) | EDUCATIONAL | $15,000 |
| LAW ENFORCEMENT FOUNDATION | |||||||
| 6277 RIVERSIDE DRIVE | DUBLIN | OH | 43018 | NONE | 501(C)(3) | CIVIC | $1,000 |
| LEADERSHIP AKRON | |||||||
| ONE CASCADE PLAZA 17TH FLOOR | AKRON | OH | 44308 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,500 |
| LET'S GROW AKRON | |||||||
| PO BOX 3975 | AKRON | OH | 44314 | NONE | 501(C)(3) | GENERAL SUPPORT | $4,000 |
| LOYOLA RETREAT HOUSE | |||||||
| 700 KILLINGER ROAD | CLINTON | OH | 44217 | NONE | 501(C)(3) | FACILITIES | $3,000 |
| MAGICAL THEATRE COMPANY | |||||||
| PO BOX 386 | BARBERTON | OH | 44204 | NONE | 501(C)(3) | GENERAL SUPPORT | $3,000 |
| MENTAL HEALTH AMERICA OF SUMMIT COUNTY | |||||||
| 20 OLIVE STREET SUITE 404 | AKRON | OH | 44310 | NONE | 501(C)(3) | CIVIC | $2,000 |
| MOBILE MEALS | |||||||
| 1063 SOUTH BROADWAY STREET | AKRON | OH | 44314 | NONE | 501(C)(3) | CIVIC | $7,000 |
| MUSICAL ARTS ASSOCIATION- BLOSSOM MUSIC CENTER | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CIVIC | $10,000 |
| NATIONAL INVENTORS HALL OF FAME FOUNDATION | |||||||
| 221 SOUTH BROADWAY STREET | AKRON | OH | 44308 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY OHIO BUCKEYE CHAPTER | |||||||
| 6155 ROCKSIDE ROAD SUITE 202 | INDEPENDENCE | OH | 44131 | NONE | 501(C)(3) | CIVIC | $1,000 |
| NORTHEASTERN EDUCATIONAL TELEVISION OF OHIO | |||||||
| PO BOX 5191 | KENT | OH | 44240 | NONE | 501(C)(3) | CULTURAL | $4,000 |
| OHIO & ERIE CANALWAY COALITION | |||||||
| 47 WEST EXCHANGE STREET | AKRON | OH | 44309 | NONE | 501(C)(3) | CIVIC | $2,000 |
| OHIO FOUNDATION OF INDEPENDENT COLLEGES | |||||||
| 250 EAST BROAD STREET SUITE 1700 | COLUMBUS | OH | 43215 | NONE | 501(C)(3) | EDUCATIONAL | $2,000 |
| OHIO OUDOOR HISTORICAL DRAMA ASSOCIATION | |||||||
| PO BOX 450 | NEW PHILADELPHIA | OH | 44663 | NONE | 501(C)(3) | EDUCATIONAL | $1,000 |
| OPPORTUNITY PARISH ECUMENICAL NEIGHBORHOOD-MINISTRY | |||||||
| 941 PRINCETON STREET | AKRON | OH | 44311 | NONE | 501(C)(3) | CIVIC | $5,000 |
| OUR LADY OF THE ELMS SCHOOL | |||||||
| 1375 WEST EXCHANGE STREET | AKRON | OH | 44314 | NONE | 501(C)(3) | FACILITIES | $3,000 |
| PEGASUS FARM | |||||||
| 7490 EDISON STREET NE | HARTVILLE | OH | 44633 | NONE | 501(C)(3) | CIVIC | $1,000 |
| PROGRESS THROUGH PRESERVATION | |||||||
| 2074 WEST MARKET STREET | AKRON | OH | 44314 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| PROJECT LEARN OF SUMMIT COUNTY | |||||||
| 60 S HIGH STREET | AKRON | OH | 44326 | NONE | 501(C)(3) | EDUCATIONAL | $2,500 |
| RAPE CRISIS CENTER | |||||||
| 759 WEST MARKET STREET | AKRON | OH | 44303 | NONE | 501(C)(3) | CIVIC | $2,500 |
| REBUILDING TOGETHER SUMMIT COUNTY | |||||||
| 788 DONALD AVENUE | AKRON | OH | 44306 | NONE | 501(C)(3) | GENERAL SUPPORT | $2,000 |
| REGINA HEALTH CENTER | |||||||
| 5232 BROADVIEW ROAD | RICHFIELD | OH | 44287 | NONE | 501(C)(3) | FACILITIES | $3,000 |
| SALVATION ARMY-SUMMIT COUNTY AREA SERVICES | |||||||
| 190 S MAPLE STREET | AKRON | OH | 44302 | NONE | 501(C)(3) | EDUCATIONAL | $3,000 |
| ST VINCENT DEPAUL SOCIETY | |||||||
| 2750 W MARKET STREET | AKRON | OH | 44333 | NONE | 501(C)(3) | EDUCATIONAL | $4,000 |
| ST VINCENT-ST MARY HIGH SCHOOL | |||||||
| 15 NORTH MAPLE STREET | AKRON | OH | 44303 | NONE | 501(C)(3) | CIVIC | $2,000 |
| STAN HYWET HALL & GARDENS | |||||||
| 714 NORTH PORTAGE PATH | AKRON | OH | 44308 | NONE | 501(C)(3) | GENERAL SUPPORT | $5,000 |
| 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 | $2,000 |
| SUMMIT COUNTY HISTORICAL SOCIETY | |||||||
| 550 COPLEY ROAD | AKRON | OH | 44320 | NONE | 501(C)(3) | GENERAL SUPPORT | $7,000 |
| TALLMADGE HIGH SCHOOL | |||||||
| 140 N MUNROE ROAD | TALLMADGE | OH | 44279 | NONE | 501(C)(3) | EDUCATIONAL | $10,000 |
| TUESDAY MUSICAL ASSOCIATION | |||||||
| 198 HILL STREET | AKRON | OH | 44326 | NONE | 501(C)(3) | CULTURAL | $5,000 |
| TWINSBURG CITY SCHOOL DISTRICT | |||||||
| 11136 RAVENNA ROAD | TWINSBURG | OH | 44088 | NONE | 501(C)(3) | EDUCATIONAL | $800 |
| UNITED DISABILITY SERVICES | |||||||
| 701 S MAIN STREET | AKRON | OH | 44311 | NONE | 501(C)(3) | GENERAL SUPPORT | $1,500 |
| UNITED WAY OF SUMMIT COUNTY | |||||||
| PO BOX 1260 | AKRON | OH | 44309 | NONE | 501(C)(3) | GENERAL SUPPORT | $10,000 |
| VICTIM ASSISTANCE PROGRAM | |||||||
| PO BOX 444 | AKRON | OH | 44309 | NONE | 501(C)(3) | CIVIC | $3,000 |
| VILLAGE NETWORK | |||||||
| PO BOX 518 | SMITHVILLE | OH | 44678 | NONE | 501(C)(3) | FACILITIES | $3,000 |
| WAITING CHILD FUND | |||||||
| 212 E EXCHANGE STREET | AKRON | OH | 44304 | NONE | 501(C)(3) | CIVIC | $1,000 |
| WEATHERVANE COMMUNITY PLAYHOUSE | |||||||
| 1301 WEATHERVANE LANE | AKRON | OH | 44313 | NONE | 501(C)(3) | CIVIC | $5,000 |
| WESTERN RESERVE HISTORICAL SOCIETY HALE FARM AND VILLAGE | |||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | EDUCATIONAL | $4,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF AKRON OHIO | |||||||
| 209 S MAIN STREET SUITE 501 | AKRON | OH | 44308 | NONE | 501(C)(3) | FACILITIES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 296100 | 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 | $209,581 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $126 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$87,271 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $122,436 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 122436 | 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 FEE | Category |
| Amount | $1,138 | Amount |
| Net Investment Income | 910 | NetInvestmentIncome |
| Disbursements Charitable Prps | 228 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ANHEUSER-BUSCH COS 7.500% 3/15/12 | 207014 | 214762 |
| BOEING CO 3.500% 2/15/15 | 204696 | 209754 |
| LOOMIS SAYLES BOND FUND | 459312 | 455996 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (52 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABS | 67312 | 68703 |
| AMERICAN EXPRESS CO | 81846 | 82406 |
| APACHE CORP | 51719 | 75473 |
| APPLE INC | 45886 | 91607 |
| BED BATH & BEYOND INC | 81503 | 92894 |
| BOEING CO | 37579 | 35893 |
| CAMERON INTERNATIONAL CORP | 40756 | 73254 |
| CELGENE CORP | 38914 | 43764 |
| CHEVRON CORPORATION | 30565 | 44804 |
| CISCO SYSTEMS INC | 61647 | 68074 |
| COCA COLA CO | 43433 | 54523 |
| CONOCOPHILLIPS | 73958 | 91935 |
| DANAHER CORP | 67808 | 99246 |
| DU PONT E I DE NEMOURS & CO | 59921 | 78312 |
| DUKE ENERGY HOLDING CORP | 51461 | 70082 |
| ECOLAB INC | 27147 | 36403 |
| EMERSON ELEC CO | 33438 | 58885 |
| EXXON MOBIL CORPORATION | 78056 | 93155 |
| FLUOR CORP NEW | 57130 | 77524 |
| GENERAL ELECTRIC CORP | 74273 | 50554 |
| GENERAL MLS INC | 64104 | 74383 |
| GOOGLE INC - CL A | 69457 | 90283 |
| HEWLETT PACKARD CO | 82919 | 79569 |
| HOME DEPOT INC | 54142 | 80463 |
| ILLINOIS TOOL WKS INC | 42966 | 56070 |
| INTEL CORP | 88041 | 81807 |
| ISHARES RUSSELL MIDCAP INDEX FUND | 274722 | 306268 |
| ISHARES S&P SMALLCAP 600 | 248819 | 281412 |
| JOHNSON & JOHNSON | 2691 | 61232 |
| KOHLS CORP | 62739 | 63034 |
| MCDONALDS CORP | 54655 | 77144 |
| MEDCO HEALTH SOLUTIONS INC | 40405 | 41664 |
| MERCK & CO INC | 57686 | 56583 |
| MICROSOFT CORP | 63490 | 76194 |
| NIKE INC-CLASS B | 37137 | 62357 |
| OCCIDENTAL PETE CORP | 60019 | 76518 |
| ORACLE CORPORATION | 64275 | 68704 |
| PEPSICO INC | 50520 | 77416 |
| PRAXAIR INC | 26987 | 44871 |
| PROCTER & GAMBLE CO | 52189 | 76553 |
| PRUDENTIAL FINL INC | 57851 | 77497 |
| SCHLUMBERGER LTD | 57270 | 79325 |
| SPDR DJ WILSHIRE INTL REAL ESTATE | 51233 | 48857 |
| SPDR DOW JONES REIT ETF | 56059 | 60105 |
| STATE STREET CORP | 67784 | 82346 |
| T ROWE PRICE GROUP INC | 59572 | 100295 |
| UNION PAC CORP | 58553 | 66252 |
| UNITED TECHNOLOGIES CORP | 28639 | 41722 |
| VANGUARD FTSE ALL WO X-US SC | 71536 | 79696 |
| VANGUARD FTSE ALL-WORLD EX-US | 274371 | 293540 |
| VANGUARD MSCI EMERGING MARKETS ETF | 201052 | 233508 |
| YUM! BRANDS INC | 41276 | 40712 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1315820 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1412884 | 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 | COURT COSTS | Category |
| Amount | $152 | Amount |
| Net Investment Income | 122 | NetInvestmentIncome |
| Disbursements Charitable Prps | 30 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES & SUBSCRIPTION | 745 | 596 | 149 |
| MEETING EXPENSE | 193 | 154 | 39 |
| OH FILING FEE | 200 | 0 | 200 |
| INSURANCE PREMIUMS | 1475 | 1180 | 295 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LITIGATION PROCEEDS | Description |
| Revenue And Expenses Per Books | 126 | RevenueAndExpensesPerBooks |
| Net Investment Income | 126 | NetInvestmentIncome |
| Adjusted Net Income | 126 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX - ESTIMATED | Category |
| Amount | $1,097 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |