BETA

ANNABELLE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ANNABELLE FOUNDATION (EIN 20-5184989)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-07-15
IRS object ID
201941969349100324
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-07-15T14:21:04-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341082617PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1APPLE GROWTH PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12275 STATE ROUTE 59AddressLine1Txt
CityKENTCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205184989EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNABELLE FOUNDATIONBusinessNameLine1Txt
Business Name Line21901 SAINT ANTOINE STREETBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANNABusinessNameControlTxt
Phone3133937552PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16TH FLOOR AT FORD FIELDAddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY P CRACCHIOLOPersonNm
Person TitlePRES-SEC-TREAS-DIRPersonTitleTxt
Phone3133937552PhoneNum
Signature2019-07-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT W FISHER CPAPreparerPersonNm
PTINP00358676PTIN
Phone3306785203PhoneNum
Preparation2019-07-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.193.28.15IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-07-02IPDt
IP Tm10:17:56IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdCBDF4A740997037F399468302F6B22FB97F31F23AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,218,982FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$244,475DividendsRevAndExpnssAmt
Dividends Net Invst Incm$244,475DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,444,808NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,265,359GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,444,808CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,689,283TotalRevAndExpnssAmt
Total Net Invst Incm$1,689,283TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$3,551LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,776LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,275AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,138AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$81,407OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$81,407OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,076TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,076TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$486OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$92,795TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$88,397TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$759,275ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$759,275ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$852,070TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$88,397TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$759,275TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$837,213ExcessRevenueOverExpensesAmt
Net Investment Income$1,600,886NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,904CashBOYAmt
Cash EOY$9,833CashEOYAmt
Cash EOYFMV$9,833CashEOYFMVAmt
Sav And Temp Cash Invst BOY$106,354SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,500SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,500SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,495,999CorporateStockBOYAmt
Corporate Stock EOY$2,519,088CorporateStockEOYAmt
Corporate Stock EOYFMV$4,549,869CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,886,240CorporateBondsBOYAmt
Corporate Bonds EOY$3,730,845CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,585,569CorporateBondsEOYFMVAmt
Other Assets BOY$1,696OtherAssetsBOYAmt
Other Assets EOY$1,211OtherAssetsEOYAmt
Other Assets EOYFMV$1,211OtherAssetsEOYFMVAmt
Total Assets BOY$5,496,193TotalAssetsBOYAmt
Total Assets EOY$6,333,477TotalAssetsEOYAmt
Total Assets EOYFMV$8,218,982TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,496,193UnrestrictedBOYAmt
Unrestricted EOY$6,333,477UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,496,193TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,333,477TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,496,193TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,333,477TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,496,193TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$837,213ExcessRevenueOverExpensesAmt
Other Increases$71OtherIncreasesAmt
Subtotal$6,333,477SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,333,477TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,150,120$807,511$342,609$342,609
PUBLICLY TRADED SECURITIES$1,049,172$13,040$1,036,132$1,036,132
CAPITAL GAINS DIVIDENDS$66,067$66,067$66,067P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,444,808CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$349,187AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$8,305,018NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042045DistributionYr1Rt
Adjusted Qlfy Distri Yr2$357,207AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,463,522NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047860DistributionYr2Rt
Adjusted Qlfy Distri Yr3$389,957AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,415,753NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052585DistributionYr3Rt
Adjusted Qlfy Distri Yr4$233,075AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$7,295,119NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.031949DistributionYr4Rt
Adjusted Qlfy Distri Yr5$363,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$7,117,584NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051029DistributionYr5Rt
Total Distribution0.225468TotalDistributionRt
Average Distribution0.045094AverageDistributionRt
Net Vl Noncharitable Assets$8,814,254NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$397,470AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$16,009NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$413,479AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$759,275QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$16,009InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16,009SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16,009TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,603EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,603TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$594OverpaymentAmt
Applied To ES Tax$594AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANTHONY CRACCHIOLOIndividualWithBooksNm
Phone3133937552PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11901 ST ANTOINE 6TH FLOORAddressLine1Txt
CityDETROITCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48226ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANTHONY P CRACCHIOLO
1901 ST ANTOINE ST FLR 6DETROITMI48226PRES-SEC-TREAS-DIR1.00$0$0$0
ROBERT W FISHER
2275 STATE ROUTE 59KENTOH44240DIRECTOR1.00$0$0$0
SANDRA K CAMPBELL
27400 NORTHWESTERN HWYSOUTHFIELDMI48037DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PLANTE MORAN TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line127400 NORTHWESTERN HWYAddressLine1Txt
CitySOUTHFIELDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48034ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MGTServiceTypeTxt
Compensation$81,407CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,778,355AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$168,672AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,454FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,948,481TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,948,481AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$134,227CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,814,254NetVlNoncharitableAssetsAmt
Minimum Investment Return$440,713MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$440,713MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,009TaxBasedOnInvestmentIncomeAmt
Total Tax$16,009TotalTaxAmt
Distributable Before Adj$424,704DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$424,704DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$424,704DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$759,275ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$759,275QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$16,009PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$743,266AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$424,704DistributableAsAdjustedAmt
Undistributed Income PY$27,914UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$759,275QualifyingDistributionsAmt
Applied To Year1$27,914AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$424,704AppliedToCurrentYearAmt
Remaining Distri From Corpus$306,657RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$306,657TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$306,657ExcessDistriCyovToNextYrAmt
Excess From Current Year$306,657ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADOPT A PLATOON
PO BOX 5038HAGERSTOWNMD217415038NONEPCGRANT TO SUPPORT TROOPS$5,000
ADRIAN COLLEGE ENDOW FUND
110 SOUTH MADISONADRIANMI49221NONEPCRV DANCEY FUND$500,000
ADRIAN COLLEGE
110 SOUTH MADISONADRIANMI49221NONEPCCOLLEGE FUND$10,000
AFS INTERCULTURAL PROGRAMS
ONE WHITEHALL ST 2ND FLRNEW YORKNY10004NONEPCSUPPORT OF DIVERSITY$1,000
AKRON CHILDREN'S HOSPITAL FOUNDATION
ONE PERKINS SQUAREAKRONOH443986176NONEPCSUPPORT CHILDREN SERVICES$1,000
AKRON WOMAN'S CITY CLUB
732 WEST EXCHANGE STAKRONOH44302NONEPCLASTING IMPACT FUND$100,000
ALICE LLOYD COLLEGE
100 PURPOSE ROADPIPPA PASSESKY41844NONEPCCOLLEGE FUND$10,000
ALZHEIMER'S ASSOCIATION
70 W STREETSBORO STHUDSONOH44236NONEPCGENERAL SUPPORT$500
AMERICAN FOUNDATION FOR THE BLIND
2 PENN PLAZA SUITE 1102NEW YORKNY10121NONEPCTO HELP DISABLED$1,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NONEPCGENERAL FUND FOR SCHOLARSHIPS$2,000
AMERICAN KIDNEY FUND
11921 ROCKVILLE PIKEROCKVILLEMD20852NONEPCMEDICAL RESEARCH$1,000
ASPCA
PO BOX 96929WASHINGTONDC200906929NONEPCGENERAL FUND$200
BATH TOWNSHIP HISTORICAL SOCIETY
1241 N CLEVE-MASS RDAKRONOH44333NONEPCPRESERVATION OF HISTORY$1,000
BLINDED VETERANS ASSOC
477 H STREET NWWASHINGTONDC20001NONEPCHELPING DISABLED VETERANS$1,000
BRAILLE INSTITUTE
741 NORTH VERMONT AVELOS ANGELESCA900299988NONEPCGENERAL SUPPORT$250
BRIGHT FOCUS FOUNDATION
22512 GATEWAY CENTER DRCLARKSBURGMD20871NONEPCMACULAR DEGENERATION RESEARCH$1,100
CAL FARLEY'S
600 W 11THAMARILLOTX791013228NONEPCPROMOTE FAMILY SERVICES$5,000
COALITION TO SALUTE AMERICA HEROS
PO BOX 96440WASHINGTONDC200906440NONEPCTO HONOR VETERANS$5,000
COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776WILLIAMSBURGVA23187NONEPCHISTORICAL PRESERVATION$2,500
DISABLED VETERANS NATL FOUNDATION
1634 EYE ST NW STE 750WASHINGTONDC20006NONEPCTO SUPPORT WAR VETERANS$1,000
DOCTORS WITHOUT BORDERS
PO BOX 5022HAGERSTOWNMD21741NONEPCMEDICAL HELP$2,000
GUIDE DOGS FOUNDATION FOR THE BLIND
371 E JERICHO TURNPIKESMITHTOWNNY11787NONEPCTRAIN DOGS FOR THE BLIND$2,000
GUIDEPOSTS FOUNDATION
39 OLD RIDGEBURY RDDANBURYCT06810NONEPCGENERAL FUND$1,000
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS RDYORKTOWN HGTSNY10598NONEPCTO HELP VISUALLY IMPAIRED$2,500
HELEN KELLER INTERNATIONAL
352 PARK AVE SOUTH 12FLNEW YORKNY10010NONEPCHELP FOR DISABLED$1,200
HELP ME SEE
20 WEST 36TH ST FLR 4NEW YORKNY10018NONEPCTO HELP THE BLIND$500
HUMANE SOCIETY OF GREATER AKRON
7996 DARROW ROADTWINSBURGOH44087NONEPCGENERAL FUND$200
HUMANE SOCIETY OF THE UNITED STATES
2100 L ST NWWASHINGTONDC20037NONEPCSUPPORT OF ANIMALS$200
INTERNATIONAL EYE FOUNDATION
10801 CONNECTICUT AVEKENSINGTONMD20895NONEPCTO HELP THE BLIND$500
JANE GOODALL INTL INSTITUTE
PO BOX 620429ATLANTAGA303622429NONEPCPRESERVATION OF ANIMALS AND HABITATS$2,000
MAKE-A-WISH FOUNDATION OF OH KY
PO BOX 97104WASHINGTONDC200907104NONEPCTO SUPPORT TERMINALLY ILL$1,000
MARINE TOYS FOR TOTS FOUNDATION
PO BOX 227QUANTICOVA22134NONEPCGENERAL FUND$1,000
MOUNT VERNON LADIES' ASSOCIATION
3200 MOUNT VERNON MEMORIAL HWYMT VERNONVA22121NONEPCGENERAL SUPPORT$5,000
MT ZWINGLI CHURCH
2172 S MEDINA LINE RDWADSWORTHOH44281NONEPCDR HUDSON FUND/BLDG FUND$10,000
NATIONAL AUDUBON SOCIETY
225 VARICK STNEW YORKNY10014NONEPCTO SUPPORT WILDLIFE$100
NATIONAL GEOGRAPHIC SOCIETY
1145 17TH ST NWWASHINGTONDC20090NONEPCGENERAL FUND$100
NATIONAL PARK FOUNDATION
1110 VERMONT AVE NWWASHINGTONDC20005NONEPCCONSERVE ENVIRONMENT$100
NATIVE AMERICAN AID
16415 ADDISON ROADADDISONTX75001NONEPCGENERAL SUPPORT$250
NATL LAW ENFORC OFF MEMORIAL FUND
901 E ST NW STE 100WASHINGTONDC200042025NONEPCGENERAL FOR MEMORIALS$100
NAVAJO RELIEF FUND
16415 ADDISON ROADADDISONTX75001NONEPCGENERAL SUPPORT$200
OPERATION SMILE
PO BOX 5017HAGERSTOWNMD217419716NONEPCGENERAL FUND$5,000
PARALYZED VETERANS OF AMERICA
PO BOX 758532TOPEKAKS666759910NONEPCTO HELP VETERANS$1,000
PROJECT HOPE
255 CARTER HALL LANEMILLWOODVA226460255NONEPCGENERAL FUND$500
RED CLOUD INDIAN SCHOOL
100 MISSION DRPINE RIDGESD57770NONEPCCHILDREN EDUCATION$1,500
SALVATION ARMY-SUMMIT
PO BOX 1959AKRONOH44309NONEPCCOMMUNITY SUPPORT$10,000
SHRINERS HOSP FOR CHILDREN
3229 BURNET AVECINCINNATIOH45229NONEPCCHILDRENS FUND$25,000
SIOUX NATION RELIEF FUND
PO BOX 758513TOPEKAKS666759867NONEPCGENERAL FUND$1,500
SOLDIER'S ANGELS
PO BOX 758513TOPEKAKS666759910NONEPCTO SUPPORT VETERANS$1,500
SPCA INTERNATIONAL
PO BOX 92240WASHINGTONDC200902240NONEPCGENERAL FUND$275
ST JOSEPH'S INDIAN SCHOOL
PO BOX 300CHAMBERLAINSD573250300NONEPCPROMOTE EDUCATION$2,000
ST LABRE INDIAN SCHOOL
ST LABRE INDIAN SCHOOLASHLANDMT590041001NONEPCEDUCATION$2,000
STAND UP FOR KIDS NATIONAL
83 WALTON ST SUTE 500ATLANTAGA30303NONEPCNATIONAL PROGRAM$10,000
THE USO
PO BOX 96860WASHINGTONDC20077NONEPCSUPPORT FOR AMERICAN TROOPS$5,000
UMRC HERITAGE FOUNDATION
805 WEST MIDDLE STCHELSEAMI48118NONEPCCHELSEA RETIREMENT CENTER$5,000
US OLYMPIC COMMITTEE
PO BOX 7010ALBERT LEAMN56007NONEPCSUPPORT US OLYMPIC ATHLETES$500
WOUNDED WARRIOR PROJECT
PO BOX 758516TOPEKAKS66675NONEPCHELPING DISABLED VETERANS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$759,275TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$244,475ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,444,808ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,689,283ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,689,283TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,275Amt
Net Investment Income$2,138NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMUTUAL FIXED FUNDSBondNm
EOY Book Value$3,730,845EOYBookValueAmt
EOYFMV$3,585,569EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUND INTNL EQUITY$1,577,871$1,562,805
MUTUAL EQUITY FUNDS$926,212$1,254,476
COMMON STOCK$15,005$1,732,588

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$3,551LegalFeesAmt
Net Investment Income$1,776NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORG COSTS, NETDesc
BOY Book Value$1,696BOYBookValueAmt
EOY Book Value$1,211EOYBookValueAmt
EOYFMV$1,211EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAMORTIZATIONDesc
Revenue And Expenses Per Books$486RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Amt$71Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPLANTE MORAN INVEST MGT FEESCategoryTxt
Amt$81,407Amt
Net Investment Income$81,407NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$3,076Amt
Net Investment Income$3,076NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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