BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-02-25
- IRS object ID
- 201920569349100102
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-25T09:25:37-06:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341523030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBER MARKEY FEDOROVICH & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 RIDGEWOOD ROAD SUITE 300 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650230453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERLIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O TERRY LAWRENCE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERL | BusinessNameControlTxt |
| Phone | 3308672490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DR | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MADELINE BERLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3308672490 | PhoneNum |
| Signature | 2019-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA L TEPUS | PreparerPersonNm |
| PTIN | P01067325 | PTIN |
| Phone | 3307629785 | PhoneNum |
| Preparation | 2019-02-21 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.94.193.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-21 | IPDt |
| IP Tm | 09:54:22 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6D73EF8185FB2B1D52EE7AD7FC20C21E0EA271DC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 75E7837E26E66445D718CF1A22628299E0EFDDC1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,767,762 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 |
| Interest On Sav Rev And Expnss | $2,733 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,733 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $241,540 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $241,533 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $976,651 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $976,651 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $976,651 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,512 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,512 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,233,436 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,233,429 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $34,920 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,538 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,445 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $723,490 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $723,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $871,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $723,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $361,501 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,198,342 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $498,262 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $309,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $309,178 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $16,069,269 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,008,141 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,458,584 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,567,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,317,319 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,767,762 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,567,531 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,317,319 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,567,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,317,319 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,567,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,317,319 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,567,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $361,501 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,929,032 | SubtotalAmt |
| Other Decreases | $611,713 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,317,319 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN FROM LANDMARK K-1 | P | 2017-11-01 | 2018-10-31 | $1,130 | $1,130 | $1,130 |
| CAPITAL GAIN FROM LANDMARK K-1 | P | 2016-01-01 | 2018-10-31 | $52,733 | $52,733 | $52,733 |
| CAPITAL GAIN FROM BROKERAGE ACCOUNT | P | 2017-11-01 | 2018-10-31 | $705 | $705 | $705 |
| CAPITAL GAINS DIVIDENDS | P | $922,083 | $922,083 | $922,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $976,651 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $724,756 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,256,016 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047506 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $647,088 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,305,862 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052584 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $721,492 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,014,112 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060054 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $775,008 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,058,780 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070081 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $736,361 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,731,235 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075670 | DistributionYr5Rt |
| Total Distribution | 0.305895 | TotalDistributionRt |
| Average Distribution | 0.061179 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,632,132 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,017,537 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,983 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,029,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $723,490 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,967 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,967 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,967 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,073 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,073 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,894 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERRY LAWRENCE | IndividualWithBooksNm |
| Phone | 3308672490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MADELINE BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ROBIN BERLIN KANE | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | VICE PRESIDENT | 40.00 | $65,000 | $0 | $0 |
| ROBERT BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | ASSISTANT SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,784,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,885,413 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,885,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $253,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,632,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $831,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $831,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,967 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,094 | IncomeTaxAmt |
| Total Tax | $32,061 | TotalTaxAmt |
| Distributable Before Adj | $799,546 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $799,546 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $799,546 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $723,490 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $723,490 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $723,490 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $799,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $263,703 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $228,171 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,104 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,570 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $659,548 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $723,490 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $723,490 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $76,056 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $76,056 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $583,492 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $187,647 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $395,845 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $228,171 | ExcessFromYear4Amt |
| Excess From Year3 | $126,104 | ExcessFromYear3Amt |
| Excess From Year2 | $41,570 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBIN BERLIN KANE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3308672490 | RecipientPhoneNum |
| Form And Info And Materials | NARRATIVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKRON ART MUSEUM | |||||||
| ONE SOUTH HIGH | AKRON | OH | 44308 | NONE | PC | ARTS | $1,000 |
| AKRON CHILDREN'S HOSPITAL FOUNDATION | |||||||
| ONE PERKINS SQUARE | AKRON | OH | 443081062 | NONE | PC | HIGH RISK PREGNANCIES | $50,000 |
| ALZHEIMER'S DISEASE RESEARCH CENTER | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PUBLIC | MEDICAL RESEARCH | $100 |
| AMERICAN BRAIN TUMOR ASSOCIATION | |||||||
| 8550 WEST BRYN MAWR AVE SUITE 550 | CHICAGO | IL | 60631 | NONE | PC | MEDICAL RESEARCH | $500 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 435 NOB HILL OVAL | ORANGE | OH | 44022 | NONE | PC | MEDICAL | $36 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 888 7TH AVENUE STE 403 | NEW YORK | NY | 10106 | NONE | PC | AMBULANCE PURCHASE | $12,500 |
| BATTERED WOMEN'S SHELTER | |||||||
| 974 E MARKET ST | AKRON | OH | 44305 | NONE | PC | COMMUNITY SERVICE | $500 |
| BETHESDA FOUNDATION | |||||||
| 10500 MONTGOMERY RD | CINCINNATI | OH | 45242 | NONE | PC | HEALTHCARE | $100 |
| CHABAD OF AKRON | |||||||
| 599 PEBBLE BEACH DRIVE | AKRON | OH | 44333 | NONE | PC | JEWISH COMMUNITY CAMP SCHOLARSHIPS | $26,800 |
| CHAGRIN FALLS SUBURBAN VOLUNTEER FIREMAN'S ASSOCIATION | |||||||
| 21 W WASHINGTON ST | CHAGRIN FALLS | OH | 44022 | NONE | SOCIAL WELFARE | FIRE STATION RENOVATION | $250 |
| CHILDREN'S INN AT NIH | |||||||
| 7 WEST DRIVE | BETHESDA | MD | 20814 | NONE | PC | MEDICAL RESEARCH | $1,000 |
| CONVICTION YOGA | |||||||
| 2167 W ANDERSON LN | AUSTIN | TX | 78757 | NONE | PC | YOGA TO TX PRISONS | $250 |
| DOLPHINS CANCER CHALLENGE | |||||||
| 515 EAST LAS OLAS BLVD 15TH FLOOR | FORT LAUDERDALE | FL | 33301 | NONE | PC | CANCER RESEARCH | $250 |
| ELIOT COMMUNITY HUMAN SERVICES | |||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | NONE | PC | MEDICAL/FAMILY SERVICES | $28,885 |
| FAMILY PROMISE OF SUMMIT COUNTY | |||||||
| 111 EAST VORIS STREET STE A | AKRON | OH | 44311 | NONE | PC | ASSIST HOMELESS FAMILIES | $10,000 |
| FISHER ISLAND PHILANTHROPIC FUND | |||||||
| 3250 SW THIRD AVE | MIAMI | FL | 33129 | NONE | PC | COMMUNITY SERVICE | $70,000 |
| GIRLS ON THE RUN | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | COMMUNITY SERVICE | $2,500 |
| HIRAM HOUSE | |||||||
| 33775 HIRAM TRAIL | CHAGRIN FALLS | OH | 44022 | NONE | PC | CAMPERSHIP PROGRAM | $1,315 |
| HOSPICE & PALLIATIVE CARE INC | |||||||
| 4277 MIDDLE SETTLEMENT RD | NEW HARTFORD | NY | 13413 | NONE | PC | HEALTHCARE | $250 |
| JEWISH COMMUNITY BOARD OF AKRON | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | JEWISH COMMUNITY ASSISTANCE | $225,000 |
| LAUREL SCHOOL | |||||||
| ONE LYMAN CIRCLE | SHAKER HEIGHTS | OH | 441229548 | NONE | PC | PRENTISS SOCIETY | $1,000 |
| MIAMI MUSIC PROJECT | |||||||
| 2125 BISCAYNE BLVD STE 215 | MIAMI | FL | 33137 | NONE | PC | CHILDREN'S PROGRAMS | $2,500 |
| NATIONAL 911 MEMORIAL & MUSEUM | |||||||
| PO BOX 96126 | WASHINGTON | DC | 200906126 | NONE | PC | MUSEUM OPERATIONS | $324 |
| NORTH COAST COMMUNITY HOMES | |||||||
| 14221 BROADWAY AVENUE | CLEVELAND | OH | 441251953 | NONE | PUBLIC | COMMUNITY SERVICE | $5,000 |
| OHIO & ERIE CANALWAY COALITION | |||||||
| 3800 EMBASSY PARKWAY STE 300 | AKRON | OH | 44333 | NONE | PC | TOWPATH TRAIL & CONNECTOR FUNDRAISER | $101 |
| PAN MASS CHALLENGE | |||||||
| 50 GREEN PARK | NEWTON | MA | 02458 | NONE | PC | MEDICAL RESEARCH | $5,000 |
| PROJECT ED BEAR | |||||||
| 656 CHILHAM CIRCLE | UNIONTOWN | OH | 44685 | NONE | PC | HEALTH & WELLNESS | $1,000 |
| PROJECT MEDISHARE | |||||||
| PO BOX 381208 | MIAMI | FL | 332381208 | NONE | HEALTHCARE | MEDICAL ASSISTANCE | $25,000 |
| RAHAB MINISTRIES | |||||||
| PO BOX 13866 | AKRON | OH | 44334 | NONE | PC | WOMEN REHABILITATION | $60,000 |
| REVERE ROAD SYNAGOGUE | |||||||
| 646 N REVERE RD | AKRON | OH | 44333 | NONE | PC | JEWISH COMMUNITY | $2,300 |
| SHAW JEWISH COMMUNITY CENTER | |||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | JEWISH COMMUNITY | $8,104 |
| STEWART'S CARING PLACE | |||||||
| 2955 W MARKET ST STE R | AKRON | OH | 44333 | NONE | PC | PROGRAMMING SUPPORT | $5,000 |
| SUSAN G KOMEN | |||||||
| PO BOX 660843 | DALLAS | TX | 752660843 | NONE | PC | BREAST CANCER AWARENESS/RESEARCH - LEE GILLER MEMORIAL | $2,500 |
| TEMPLE ISRAEL | |||||||
| 91 SPRINGSIDE DRIVE | AKRON | OH | 44333 | NONE | PC | RELIGIOUS | $5,000 |
| THE FAMILY TREE | |||||||
| 2108 N CHARLES STREET | BALTIMORE | MD | 21218 | NONE | PC | COMMUNITY SERVICE | $2,500 |
| THE GATHERING PLACE | |||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | NONE | PC | HEALTH & WELLNESS, $10,000 MATCHING GIFT RACE FOR THE PLACE | $70,000 |
| THE HEART ASSOCIATION | |||||||
| 2685 W MARKET STREET | FAIRLAWN | OH | 44333 | NONE | MEDICAL | HEART RESEARCH AND EDUCATION | $500 |
| THE VILLAGE NETWORK | |||||||
| 2000 NOBLE DRIVE | WOOSTER | OH | 44691 | NONE | PC | BEHAVIOR HEALTHCARE | $5,000 |
| UNITED WAY OF SUMMIT COUNTY | |||||||
| 90 N PROSPECT ST | AKRON | OH | 443091260 | NONE | PC | COMMUNITY SERVICE | $80,000 |
| WALSH JESUIT HIGH SCHOOL | |||||||
| 4550 WYOGA LAKE ROAD | CUYAHOGA FALLS | OH | 44224 | NONE | PC | SCHOLARSHIPS | $11,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $723,490 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,733 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $241,540 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $976,651 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,233,436 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,233,436 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENTS | FMV | $14,915,246 | $14,915,246 |
| LANDMARK PARTNERS INVESTMENT | AT COST | $277,082 | $456,052 |
| STRATEGIC PARTNERS VI INVESTMENT | AT COST | $411,396 | $475,915 |
| STRATEGIC PARTNERS VII INVESTMENT | AT COST | $404,417 | $611,371 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN (LOSS) | $566,027 |
| BOOK TO TAX DIFFERENCE - LANDMARK EQUITY PARTNERS | $45,686 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $400 | $0 | $0 |
| INSURANCE | $14,790 | $0 | $0 |
| WORKERS COMPENSATION | $147 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE (K-1) | $9,674 | $9,674 | $0 |
| NONDEDUCTIBLE EXPENSES (K-1) | $24 | $0 | $0 |
| ADP CHARGES | $1,177 | $0 | $0 |
| POSTAGE AND DELIVERY | $49 | $0 | $0 |
| OTHER INVESTMENT EXPENSES (K-1) | $18,864 | $18,864 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASS-THROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $12,512 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,512 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,512 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES & FILING FEES | $261 | $0 | $0 |
| PAYROLL TAXES | $4,973 | $0 | $0 |
| FOREIGN TAX PAID | $49 | $49 | $0 |
| FEDERAL INCOME TAX | $29,637 | $0 | $0 |
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