THE SUN SHORE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE SUN SHORE FOUNDATION (EIN 46-4892866)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201931309349101263
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T07:18:48-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364267431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEASE & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE SUITE 400 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464892866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PAUL D SERGI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 3302586458 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTHEAST AVE | AddressLine1Txt |
| City | TALLMADGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44278 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS WIELAND | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3302586458 | PhoneNum |
| Signature | 2019-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN J SWEDLER CPA | PreparerPersonNm |
| PTIN | P00403944 | PTIN |
| Phone | 2163489600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.249.105.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-06 | IPDt |
| IP Tm | 10:08:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FFAAE542DC96BEF69F86FE3DFF067912714655B5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5457E3D7E4DBFBCBAC59DBF0320CCCDB31F6649C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $1,497,718 | 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 | $700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,369 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,369 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,357 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $650,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $743,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,724 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $751 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $680 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,918 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,918 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $571 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,763 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $699,365 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $699,365 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $711,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $699,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,126 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,235 | CashBOYAmt |
| Cash EOY | $48,594 | CashEOYAmt |
| Cash EOYFMV | $48,594 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $571 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $571 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $571 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,477,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,448,553 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,448,553 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,501,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,497,718 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,497,718 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $117 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $273 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $117 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $273 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,501,810 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,497,445 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,501,810 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,497,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,501,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,497,718 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,501,810 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,534,049 | SubtotalAmt |
| Other Decreases | $36,604 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,497,445 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $650,000 | $659,492 | -$9,492 | -$9,492 | |
| CAPITAL GAINS DIVIDENDS | $135 | $135 | $135 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,357 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $760,505 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,567,046 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.485311 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $769,065 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,129,317 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.681000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $743,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $678,030 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.096670 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $677,484 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $106,406 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 6.366972 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 8.629953 | TotalDistributionRt |
| Average Distribution | 1.725991 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,886,456 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,256,006 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $461 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,256,467 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $699,365 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $923 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $923 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $923 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $650 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $650 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $273 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | WILLIAM CAPLAN | IndividualWithBooksNm |
| Phone | 3302586458 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 EMBASSY PKWY STE 300 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443338398 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL D SERGI | ||||||||
| 1200 SOUTHEAST AVE | TALLMADGE | OH | 44278 | CHAIRMAN OF BOARD, DIRECTOR | 1.00 | $0 | $0 | $0 |
| RAYMOND J TATKO | ||||||||
| 1200 SOUTHEAST AVE | TALLMADGE | OH | 44278 | PRESIDENT, DIRECTOR | 0.50 | $0 | $0 | $0 |
| SCOTT PETERSON | ||||||||
| 1200 SOUTHEAST AVE | TALLMADGE | OH | 44278 | CHIEF OPERATING OFFICER, DIRECTOR | 0.50 | $0 | $0 | $0 |
| PATRICK RAWLEY | ||||||||
| 1200 SOUTHEAST AVE | TALLMADGE | OH | 44278 | TREASURER, SECRETARY, DIRECTOR | 0.50 | $0 | $0 | $0 |
| DENNIS WIELAND | ||||||||
| 1200 SOUTHEAST AVE | TALLMADGE | OH | 44278 | ASSISTANT TREASURER, DIRECTOR | 0.50 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,616,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $298,410 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,915,184 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,915,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,886,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $923 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $923 | TotalTaxAmt |
| Distributable Before Adj | $93,400 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,400 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,400 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $699,365 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $699,365 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $699,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,400 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $672,196 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $709,906 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $713,085 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $682,765 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,777,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $699,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,400 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $605,965 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,383,917 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,383,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $672,196 | ExcessFromYear4Amt |
| Excess From Year3 | $709,906 | ExcessFromYear3Amt |
| Excess From Year2 | $713,085 | ExcessFromYear2Amt |
| Excess From Year1 | $682,765 | ExcessFromYear1Amt |
| Excess From Current Year | $605,965 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL D SERGI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKRON CANTON REGIONAL FOOD BANK | ||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | PC | THE GRANT RECIPIENT PROVIDES EMERGENCY FOOD TO THOSE IN NEED THROUGH MEMBER PROGRAMS LOCATED IN EIGHT NORTHEAST OHIO COUNTIES. THE MEMBER PROGRAMS OPERATE NEARLY 500 FOOD PANTRIES, HOT MEAL SITES, SHELTERS AND OTHER HUNGER-RELIEF PROGRAMS IN THE NEIGHBORHOODS WHERE PEOPLE NEED FOOD. | $800 |
| AKRON CHILDREN'S HOSPITAL FOUNDATION | ||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | PC | THE AKRON CHILDREN'S HOSPITAL IS ONE OF THE LARGEST PEDIATRIC HOSPITALS IN THE UNITED STATES. OVER 750 HEALTHCARE PROVIDERS ON STAFF CARE FOR CHILDREN THROUGH MORE THAN 700,000 PATIENT VISITS PER YEAR. THE DONATION CONTRIBUTES TO ASSISTING THESE PROVIDERS FULFILL THEIR MISSION OF PROVIDING WORLD-CLASS CARE TO CHILDREN AND FAMILIES DURING DIFFICULT TIMES. | $4,400 |
| AMERICAN RADIO RELAY LEAGUE INC | ||||||
| 225 MAIN STREET | NEWINGTON | CT | 06111 | PC | THE AMERICAN RADIO RELAY LEAGUE, INC. IS THE NATIONAL ASSOCIATION FOR AMATEUR RADIO IN THE UNITED STATES. THE ORGANIZATION SEEKS TO SUPPORT AWARENESS OF AND GROWTH IN AMATEUR RADIO AND ENCOURAGES RADIO EXPERIMENTATION. | $30,000 |
| ASSOCIATION OF THE MIRACULOUS MEDAL | ||||||
| 1811 WEST SAINT JOSEPH STREET | PERRYVILLE | MO | 63775 | PC | THE GRANT RECIPIENT IS AN ORGANIZATION WHICH SEEKS TO SPREAD THE CATHOLIC FAITH. THE GRANT SUPPORTS THE APOSTOLIC MISSION AND CHARITABLE WORK OF VINCENTIAN PRIESTS AND OTHERS. | $20,925 |
| BISHOP EUSTACE PREPARATORY SCHOOL | ||||||
| 5552 ROUTE 70 | PENNSAUKEN | NJ | 08109 | PC | THE GRANT RECIPIENT IS A CATHOLIC HIGH SCHOOL THAT SEEKS TO PREPARE ALL ITS STUDENTS TO REALIZE THEIR UNIQUE POTENTIAL THROUGH SPIRITUAL GROWTH, CHRISTIAN SERVICE, EDUCATION AND PERSONAL DEVELOPMENT. | $4,000 |
| BORROMEO SEMINARY | ||||||
| 28700 EUCLID AVENUE | WICKLIFE | OH | 44092 | PC | THE GRANT RECIPIENT IS A SEMINARY THAT IS PART OF THE DIOCESE OF CLEVELAND. | $24,000 |
| BOSTON TOWNSHIP HALL COMMITTEE INC | ||||||
| 1775 MAIN STREET SR 303 | PENINSULA | OH | 44264 | PC | THE GRANT RECIPIENT IS A NON-PROFIT PUBLIC CHARITY DEDICATED TO THE CONTINUED RESTORATION AND UPKEEP OF THE BOSTON TOWNSHIP HALL. THE BUILDINGS HOUSE BOSTON TOWNSHIP OFFICES, THE CUYAHOGA VALLEY HISTORICAL MUSEUM, OFFICES FOR PROFESSIONAL FIRMS, AND ROOMS THAT CAN BE RENTED FOR PARTIES OR RECEPTIONS. | $7,200 |
| CATHOLIC COMMUNITY FOUNDATION | ||||||
| 1404 EAST NINTH STREET | CLEVELAND | OH | 44114 | PC | THE GRANT RECIPIENT IS THE CATHOLIC COMMUNITY FOUNDATION OF THE DIOCESE OF CLEVELAND. THE GRANT SUPPORTS THE CHARITABLE WORK OF THE DIOCESE. | $200,000 |
| CHAPEL HILL CHRISTIAN SCHOOL | ||||||
| 1090 HOWE AVENUE | CUYAHOGA FALLS | OH | 44221 | PC | THE GRANTEE IS A K-6 PRIVATE CHRISTIAN SCHOOL. THE SCHOOL HAS OVER 500 STUDENTS. THE GRANT SUPPORTS THE SCHOOL'S MISSION OF EDUCATING STUDENTS AND EMPHASIZING TRADITIONAL VALUES IN A NURTURING ENVIRONMENT. | $1,280 |
| CHRIST THE KING REGIONAL SCHOOL | ||||||
| 164 HOPKINS AVENUE | HADDONFIELD | NJ | 08033 | PC | THE GRANT RECIPIENT IS A CATHOLIC SCHOOL THAT SERVES GRADES K-8 WITH A LONG STANDING TRADITION OF RIGOROUS ACADEMIC STANDARDS AND SPIRITUALLY RELEVANT TEACHINGS. | $2,400 |
| CITY MISSION | ||||||
| 5310 CARGENIE AVENUE | CLEVELAND | OH | 44103 | PC | THE GRANT IS DESIGNED TO ASSIST IN THE CITY MISSION'S OBJECTIVE OF ASSISTING MEN AND WOMEN CURRENTLY EXPERIENCING HOMELESSNESS. | $1,280 |
| CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK | ||||||
| 1403 WEST HINES HILL ROAD | PENINSULA | OH | 44264 | PC | THE GRANTEE IS AN ORGANIZATION THAT SEEKS TO ENGAGE PUBLIC SUPPORT AND PROVIDE SERVICES TO ENHANCE PUBLIC USE AND ENJOYMENT OF THE CUYAHOGA VALLEY NATIONAL PARK. | $25,000 |
| FATHER FLANIGAN'S BOYS' HOME | ||||||
| PO BOX 6000 | BOYS TOWN | NE | 68010 | PC | THE GRANT RECIPIENT SEEKS TO GIVE AT-RISK CHILDREN AND FAMILIES THE LOVE, SUPPORT, AND EDUCATION THEY NEED TO OVERCOME OBSTACLES AND ACHIEVE THEIR POTENTIAL. | $480 |
| FIRST STEPS PARENTING ADVOCACY CENTER | ||||||
| 195 E TALLMADGE AVENUE | AKRON | OH | 44310 | PC | THE GRANT RECIPIENT SUPPORTS MOTHERS, FATHERS, CAREGIVERS, AND ALL OTHERS WHO RAISE CHILDREN BY PROVIDING A BROAD RANGE OF PROGRAMS AND SERVICES IN CONFIDENCE, FREE OF CHARGE, WITH COMPASSION AND CARE TO FAMILIES FACING CRISIS SITUATIONS OR SIMPLY FOR PERSONAL GROWTH. | $480 |
| FOOD FOR THE POOR INC | ||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | PC | THE GRANT RECIPIENT IS AN INTERNATIONAL HUMANITARIAN ORGANIZATION THAT FIGHTS POVERTY THROUGHOUT SEVENTEEN LATIN AMERICAN AND CARIBBEAN COUNTRIES. | $480 |
| HAVEN OF REST MINISTRIES | ||||||
| 175 EAST MARKET STREET | AKRON | OH | 44309 | PC | THE GRANT SUPPORTS THE ORGANIZATION'S MISSION OF PROVIDING ASSISTANCE TO THE HOMELESS IN NORTHEAST OHIO WITH MEALS, SHELTER, AND CLOTHING IN A FAITH-BASED ATMOSPHERE. | $4,460 |
| HIRAM COLLEGE | ||||||
| PO BOX 67 | HIRAM | OH | 44234 | PC | THE GRANT RECIPIENT IS A COEDUCATIONAL LIBERAL ARTS COLLEGE OF ABOUT 1,300 STUDENTS. | $800 |
| JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO | ||||||
| PO BOX 26006 | AKRON | OH | 44130 | PC | THE GRANTEE SEEKS TO BUILD STRONGER COMMUNITIES BY EDUCATING LOCAL STUDENTS ON FINANCIAL LITERACY, WORKFORCE READINESS, AND ENTREPRENEURSHIP. THE ORGANIZATION OPERATES IN OHIO THROUGHOUT ASHLAND, COSHOCTON, CRAWFORD, HOLMES, KNOX, MARION, MEDINA, MORROW, PORTAGE, SUMMIT, RICHLAND, AND WAYNE COUNTIES. | $500 |
| MOTHER OF SORROWS CHURCH | ||||||
| 6034 SOUTH LOCUST STREET | PENINSULA | OH | 44264 | PC | THE GRANT ASSISTS WITH THE CHURCH'S MISSION OF SERVING THE NEEDS OF ALL BY LITURGICAL WORSHIP AND PARISH MINISTRIES. | $4,800 |
| OHIO RIGHT TO LIFE SOCIETY EDUCATIONAL FUND | ||||||
| 88 EAST BROAD STREET SUITE 620 | COLUMBUS | OH | 43215 | PC | THE EDUCATIONAL FUND OF THE OHIO RIGHT TO LIFE SOCIETY SEEKS TO ENGAGE MEMBERS OF OUR COMMUNITY THROUGH PRO-LIFE INFORMATION DISTRIBUTION, EDUCATION, AND PROGRAMMING. | $480 |
| OUR LADY OF THE ELMS | ||||||
| 1375 W EXCHANGE STREET | AKRON | OH | 44313 | PC | THE GRANT RECIPIENT IS AN ALL-GIRLS CATHOLIC SCHOOL SERVING GRADES 1-12 ON A THIRTY-THREE ACRE CAMPUS IN AKRON, OHIO. | $2,200 |
| SETON CATHOLIC SCHOOL | ||||||
| 6923 STOW ROAD | HUDSON | OH | 44236 | PC | THE GRANT RECIPIENT IS A CATHOLIC SCHOOL SERVING GRADES K-8. THE SCHOOL SEEKS TO FOSTER SPIRITUAL DEVELOPMENT, ACADEMIC EXCELLENCE, RESPONSIBILITY TO SELF, AND SERVICE TO OTHERS AMONGST ITS PUPILS. | $16,000 |
| SMILE TRAIN INC | ||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | PC | THE GRANT RECIPIENT IS AN ORGANIZATION THAT PROVIDES LIFE-CHANGING CLEFT SURGERY TO NEEDY CHILDREN WITH CLEFT LIPS AND PALATES IN IMPOVERISHED AREAS AROUND THE WORLD. | $800 |
| SOCIETY FOR THE PROPOGATION OF THE FAITH | ||||||
| 1404 EAST NINTH STREET | CLEVELAND | OH | 44114 | PC | THE GRANT RECIPIENT IS AN INTERNATIONAL ASSOCIATION COORDINATING ASSISTANCE FOR CATHOLIC MISSIONARY PRIESTS, BROTHERS, AND NUNS IN NON-CATHOLIC COUNTRIES. | $1,600 |
| ST MARY PARISH | ||||||
| 340 NORTH MAIN STREET | HUDSON | OH | 44236 | PC | THE GRANT RECIPIENT IS A PARISH WITHIN THE CATHOLIC DIOCESE OF CLEVELAND. THE GRANT ASSISTS WITH THE PARISH'S MISSION. | $20,000 |
| THE CLEVELAND CLINIC | ||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | PC | THE CLEVELAND CLINIC PROVIDES WORLD-RENOWNED MEDICAL CARE AND ADVANCES SCIENTIFIC RESEARCH IN MEDICINE. THE GIFT WAS DESIGNATED AS FOLLOWS:$20,000 TO THE WOMEN'S HEALTH INSTITUTE PROGRAM FUND$25,000 TO THE CARDIOVASCULAR MEDICINE DEPARTMENT CHAIRMAN'S FUND$25,000 TO THE ORTHOPAEDIC SHOULDER RESEARCH FUND$25,000 TO THE BARSOUM ORTHOPAEDIC RESEARCH FUND$130,000 TO PLASTIC SURGERY FELLOWSHIP SUPPORT$100,000 TO THE CHILD LIFE FUND | $325,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $699,365 | 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 | $5,369 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$9,357 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $43,367 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,367 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL D SERGI | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTHEAST AVE | AddressLine1Txt |
| City | TALLMADGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 442783161 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
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 | $680 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIXED INCOME INVESTMENTS | StockNm |
| EOY Book Value | $1,448,553 | EOYBookValueAmt |
| EOYFMV | $1,448,553 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $751 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $36,604 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $571 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INVESTMENT INCOME TAX PAYABLE | Desc |
| BOY Book Value | $117 | BOYBookValueAmt |
| EOY Book Value | $273 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,918 | Amt |
| Net Investment Income | $5,918 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL D SERGI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 SOUTHEAST AVE | AddressLine1Txt |
| City | TALLMADGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44278 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NET INVESTMENT INCOME TAX | $923 | $0 | $0 |
| OHIO CHARITABLE REGISTRATION FEE | $200 | $0 | $0 |
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