ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202443179349102984
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T16:23:22-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HW&CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 Chagrin Blvd 210 | AddressLine1Txt |
| City | Woodmere | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341877125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT L ANDERSON | InCareOfNm |
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 4403576983 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10365 Pinecrest Dr | AddressLine1Txt |
| City | Painesville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44077 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Anderson | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2396433932 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph Sbrocco CPA | PreparerPersonNm |
| PTIN | P00069069 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $346,431 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,287 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,287 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,565 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,132 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,419 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,784 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $660 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,765 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,765 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,409 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,965 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,764 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $315,643 | CorporateStockBOYAmt |
| Corporate Stock EOY | $303,054 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $331,667 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $331,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $317,818 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $346,431 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,450 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,650 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,650 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $325,158 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $308,168 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $325,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $308,168 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $331,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $317,818 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $325,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,990 | ExcessRevenueOverExpensesAmt |
| Subtotal | $308,168 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $308,168 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SCHWAB 2182 | $15,949 | $15,400 | $549 | $549 | |
| SCHWAB 2182 | $36,426 | $31,033 | $5,393 | $5,393 | |
| CAPITAL GAIN DIVIDENDS | $4,190 | P | |||
| CAPITAL GAIN DIVIDENDS | $4,190 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,132 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $158 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $158 | SubtotalAmt |
| Tax Based On Investment Income | $158 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $967 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $967 | TotalPaymentsAndCreditsAmt |
| Overpayment | $809 | OverpaymentAmt |
| Applied To ES Tax | $809 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT L ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4403576983 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10365 PINECREST DR | AddressLine1Txt |
| City | Painesville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44077 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT L ANDERSON | ||||||||
| 10365 Pinecrest Dr | Painesville | OH | 44077 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOANNE L ANDERSON | ||||||||
| 10365 Pinecrest Dr | Painesville | OH | 44077 | TREASURER | 1.0 | $0 | $0 | $0 |
| CYNTHIA L ANDERSON | ||||||||
| 10365 Pinecrest Dr | Painesville | OH | 44077 | SECRETARY | 1.0 | $0 | $0 | $0 |
| DOUGLAS L ANDERSON | ||||||||
| 10365 Pinecrest Dr | Painesville | OH | 44077 | VICE-PRESIDENT | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $338,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $352,467 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $352,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $347,180 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $158 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $158 | TotalTaxAmt |
| Distributable Before Adj | $17,201 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,201 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,201 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,765 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $27,765 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,201 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,050 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,849 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,026 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,472 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,783 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,180 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,765 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $17,201 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,564 | RemainingDistriFromCorpusAmt |
| Total Corpus | $76,744 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,050 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $72,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,849 | ExcessFromYear4Amt |
| Excess From Year3 | $8,026 | ExcessFromYear3Amt |
| Excess From Year2 | $6,472 | ExcessFromYear2Amt |
| Excess From Year1 | $10,783 | ExcessFromYear1Amt |
| Excess From Current Year | $10,564 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT JOANNE ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Gilmour Academy | |||||||
| 34001 Cedar Road | Gates Mills | OH | 44040 | none | PC | for use in charitable activity of donee | $2,000 |
| Fieldstone Farm Theraputic Riding Center | |||||||
| 16497 Snyder Road | Chagrin Falls | OH | 44023 | none | PC | for use in charitable activity of donee | $1,000 |
| Western Reserve Junior Service League | |||||||
| PO Box 456 | Painesville | OH | 44077 | none | PC | for use in charitable activity of donee | $65 |
| Hospice of the Western Reserve | |||||||
| 17876 St Clair Avenue | Cleveland | OH | 44110 | none | PC | for use in charitable activity of donee | $2,000 |
| Bemus Point Volunteer Fire Dept | |||||||
| 13 Alburtus Ave | Bemus Point | NY | 14712 | none | PC | for use in charitable activity of donee | $200 |
| Cochise College | |||||||
| 901 Colombo Ave | Sierra Vista | AZ | 85635 | none | PC | for use in charitable activity of donee | $3,000 |
| Life Act | |||||||
| 29425 Chagrin Blvd STE 203 | Cleveland | OH | 44122 | none | PC | for use in charitable activity of donee | $2,000 |
| Cornerstone Christian Academy | |||||||
| 2846 SOM Center Road | Willoughby | OH | 44094 | none | PC | for use in charitable activity of donee | $2,000 |
| Replay for Kids | |||||||
| 6190 Cochran Rd | Solon | OH | 44139 | none | PC | for use in charitable activity of donee | $500 |
| Clothe-a-Child | |||||||
| 785 Mentor Avenue | Willoughby | OH | 44094 | none | PC | for use in charitable activity of donee | $1,000 |
| The Salvation Army | |||||||
| PO Box 8209 | Naples | FL | 34101 | none | PC | for use in charitable activity of donee | $1,000 |
| Lake County Council on Aging | |||||||
| 7900 Euclid Chardon Rd | Kirtland | OH | 44094 | none | PC | for use in charitable activity of donee | $1,000 |
| United Way of Lake County | |||||||
| 9285 Progress Pkwy | Mentor | OH | 44060 | none | PC | for use in charitable activity of donee | $3,000 |
| Project Home Inc | |||||||
| 25 Freedom Road | Painesville | OH | 44077 | none | PC | for use in charitable activity of donee | $2,000 |
| Crossroads Health | |||||||
| 8445 Munson Rd | Mentor | OH | 44060 | none | PC | for use in charitable activity of donee | $2,000 |
| Women Safe Inc | |||||||
| 12041 Ravenna Rd | Chardon | OH | 44024 | none | PC | for use in charitable activity of donee | $500 |
| Cleveland Museum of Natural History | |||||||
| 1 Wade Oval Dr | Cleveland | OH | 44106 | none | PC | for use in charitable activity of donee | $1,000 |
| Riverside Alumni Assoc | |||||||
| 585 Riverside Dr | Painesville | OH | 44077 | none | PC | for use in charitable activity of donee | $500 |
| Conor J Casey Foundation | |||||||
| 50 Ridge Road | Buffalo | NY | 14218 | none | PC | for use in charitable activity of donee | $1,500 |
| Epic Foundation | |||||||
| 115 5th Avenue | New York | NY | 10003 | none | PC | for use in charitable activity of donee | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,765 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,287 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,419 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,419 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $3,200 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DETAILS AVAILABLE UPON REQUEST | StockNm |
| EOY Book Value | $303,054 | EOYBookValueAmt |
| EOYFMV | $331,667 | EOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO ROBERT ANDERSON | Desc |
| BOY Book Value | $6,450 | BOYBookValueAmt |
| EOY Book Value | $9,650 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND BANK FEES | CategoryTxt |
| Amt | $1,784 | Amt |
| Net Investment Income | $1,784 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE FILING FEE | $100 | $100 |
| FEDERAL TAX | $560 |
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