BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-09-04
- IRS object ID
- 201812479349100421
- Schema version
- 2016v3.0
- 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
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-04T17:24:58-05:00 | ReturnTs |
| Tax Period End | 2017-10-31 | 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 | 2016-11-01 | 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 | 2018-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD C FEDOROVICH | PreparerPersonNm |
| PTIN | P00403148 | PTIN |
| Phone | 3307629785 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,820,491 | 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 | $6,372 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,372 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $281,790 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $281,788 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $628,652 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $628,666 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $628,652 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,535 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,535 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $919,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $919,347 | 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 | $3,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,450 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,677 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,594 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,162 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,154 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $724,756 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $724,756 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $851,002 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,154 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $724,756 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $890,193 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,271,222 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $498,262 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $498,262 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $13,209,605 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,069,269 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,322,229 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,480,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,567,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,820,491 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,480,827 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,567,531 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,480,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,567,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,480,827 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,567,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,480,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,034,519 | OtherIncreasesAmt |
| Subtotal | $16,583,693 | SubtotalAmt |
| Other Decreases | $16,162 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,567,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN FROM LANDMARK K-1 | P | 2016-11-01 | 2017-10-31 | $14 | -$14 | -$14 | |
| CAPITAL GAIN FROM LANDMARK K-1 | P | 2015-01-01 | 2017-10-31 | $27,739 | $27,739 | $27,739 | |
| CAPITAL GAINS DIVIDENDS | P | $600,927 | $600,927 | $600,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $628,652 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $647,088 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,305,862 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052584 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $721,492 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,014,112 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060054 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $775,008 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,058,780 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070081 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $736,361 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,731,235 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075670 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $561,451 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,528,576 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065832 | DistributionYr5Rt |
| Total Distribution | 0.324221 | TotalDistributionRt |
| Average Distribution | 0.064844 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,256,016 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $989,261 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,902 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $998,163 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $724,756 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,804 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,804 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,240 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $11,564 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,804 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | $14,898,863 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $589,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,488,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,488,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,256,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $762,801 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $762,801 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,804 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,913 | IncomeTaxAmt |
| Total Tax | $19,717 | TotalTaxAmt |
| Distributable Before Adj | $743,084 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $743,084 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $743,084 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $724,756 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $724,756 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $724,756 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $743,084 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $143,337 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $263,703 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $228,171 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $126,104 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,570 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $802,885 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $724,756 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $724,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,328 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,328 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $784,557 | 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 | $125,009 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $659,548 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $263,703 | ExcessFromYear4Amt |
| Excess From Year3 | $228,171 | ExcessFromYear3Amt |
| Excess From Year2 | $126,104 | ExcessFromYear2Amt |
| Excess From Year1 | $41,570 | ExcessFromYear1Amt |
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 (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AKRON ART MUSEUM | ||||||||
| ONE SOUTH HIGH | AKRON | OH | 44308 | NONE | PC | ARTS | $2,500 | |
| AKRON CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| ONE PERKINS SQUARE | AKRON | OH | 443081062 | NONE | PC | HIGH RISK PREGNANCIES | $50,000 | |
| AKRON COMMUNITY FOUNDATION | ||||||||
| 345 W CEDAR STREET | AKRON | OH | 443072407 | NONE | PC | COMMUNITY SERVICE | $500 | |
| AKRON-CANTON REGIONAL FOOD BANK | ||||||||
| PO BOX 1580 | AKRON | OH | 44309 | NONE | PC | COMMUNITY SERVICE | $500 | |
| ALZHEIMER'S DISEASE RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PUBLIC | DISEASE RESEARCH | $500 | |
| BEST BUDDIES CO JOSHUA TESSIER | ||||||||
| 100 SE 2ND ST SUITE 2200 | MIAMI | FL | 33131 | NONE | PC | MEDICAL | $500 | |
| BOYS HOPE GIRLS HOPE | ||||||||
| 9619 GARFIELD BLVD | GARFIELD HEIGHTS | OH | 44125 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL CO MEREDITH GODFREY | ||||||||
| 164 ENDICOTT ST 1 | BOSTON | MA | 02113 | NONE | PC | HEALTH CARE | $1,000 | |
| CARMEL MANOR | ||||||||
| 100 CARMEL MANOR ROAD | FORT THOMAS | KY | 41075 | NONE | PC | IT'S NEVER TO LATE, ALZHEIMERS/MEMORY CARE | $500 | |
| CHILD GUIDANCE & FAMILY SOLUTIONS | ||||||||
| 18 N FORGE STREET | AKRON | OH | 44304 | NONE | PC | COMMUNITY SERVICE | $500 | |
| CITY OF AKRON HOLOCAUST MEMORIAL TRUST | ||||||||
| 166 S HIGH STREET RM 200 | AKRON | OH | 44308 | NONE | PC | EDUCATION | $5,000 | |
| DOLPHINS CANCER CHALLENGE | ||||||||
| 515 EAST LAS OLAS BLVD 15TH FLOOR | FORT LAUDERDALE | FL | 33301 | NONE | PC | CANCER RESEARCH | $250 | |
| DR BOB'S HOME | ||||||||
| 855 ARDMORE AVE | AKRON | OH | 44302 | NONE | PC | MUSEUM & ARCHIVE/ALCOHOLICS ANONYMOUS | $1,000 | |
| FAMILY PROMISE OF SUMMIT COUNTY | ||||||||
| 111 EAST VORIS STREET STE A | AKRON | OH | 44311 | NONE | PC | ASSIST HOMELESS FAMILIES | $5,000 | |
| 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 | $6,000 | |
| GIRLS WRITE NOW INC | ||||||||
| 247 W 37TH STREET STE 1800 | NEW YORK | NY | 10018 | NONE | PC | EDUCATION | $1,000 | |
| HEARTEST YARD | ||||||||
| 200 EAST LAS OLAS BLVD SUITE 1550 | FORT LAUDERDALE | FL | 33301 | NONE | PC | CARE FOR CHILDREN WITH CONGENITAL HEART DISEASE | $25,000 | |
| JEWISH COMMUNITY BOARD OF AKRON | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | JEWISH COMMUNITY ASSISTANCE | $200,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 750 WHITE POND DRIVE STE 550 | AKRON | OH | 44320 | NONE | RELIGIOUS | JEWISH COMMUNITY | $500 | |
| JEWISH WOMEN'S ENDOWMENT FUND | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | JEWISH COMMUNITY | $100 | |
| LAUREL SCHOOL | ||||||||
| ONE LYMAN CIRCLE | SHAKER HEIGHTS | OH | 441229548 | NONE | PC | PRENTISS SOCIETY | $1,000 | |
| LEV LALEV | ||||||||
| PO BOX 1210 | MONSEY | NY | 10952 | NONE | PC | GIRLS ORPHANAGE | $1,000 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 4491 S STATE RD 7 STE 201 | FORT LAUDERDALE | FL | 33314 | NONE | PUBLIC | HEALTH & WELLNESS | $500 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| 6060 ROCKSIDE WOODS BLVD STE 315 | INDEPENDENCE | OH | 44131 | NONE | PUBLIC | WALK FOR WISHES | $1,000 | |
| MIAMI MUSIC PROJECT | ||||||||
| 2125 BISCAYNE BLVD STE 215 | MIAMI | FL | 33137 | NONE | PC | CHILDREN'S PROGRAMS | $1,000 | |
| MIRACLE FLIGHTS FOR KIDS | ||||||||
| 2764 N GREEN VALLEY PARKWAY 115 | GREEN VALLEY | NV | 890142120 | NONE | PC | FLIGHTS FOR MEDICAL CARE | $2,500 | |
| MOUNTAIN RESCUE ASPEN | ||||||||
| 37925 HIGHWAY 82 | ASPEN | CO | 81611 | NONE | PC | COMMUNITY SERVICE | $200 | |
| MT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | PC | HEALTH CARE | $25,000 | |
| NATIONAL 911 MEMORIAL & MUSEUM | ||||||||
| PO BOX 96126 | WASHINGTON | DC | 200906126 | NONE | PC | MUSEUM OPERATIONS | $658 | |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN | ||||||||
| 699 PRINCE STREET | ALEXANDRIA | VA | 22314 | NONE | PC | COMMUNITY SERVICE | $1,000 | |
| NORTH COAST COMMUNITY HOMES | ||||||||
| 14221 BROADWAY AVENUE | CLEVELAND | OH | 441251953 | NONE | PUBLIC | COMMUNITY SERVICE | $1,000 | |
| OHIO & ERIE CANALWAY COALITION | ||||||||
| 3800 EMBASS PARKWAY STE 300 | AKRON | OH | 44333 | NONE | PC | TOWPATH TRAIL & CONNECTOR FUNDRAISER | $101 | |
| OVARIAN CANCER ALLIANCE OF OHIO | ||||||||
| 6724 PERIMETER LOOP RD SUITE 129 | DUBLIN | OH | 43017 | NONE | PC | CANCER RESEARCH | $250 | |
| PAN MASS CHALLENGE | ||||||||
| 50 GREEN PARK | NEWTON | MA | 02458 | NONE | PC | MEDICAL RESEARCH | $5,000 | |
| PEREZ ART MUSEUM | ||||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33130 | NONE | PC | ARTS | $1,000 | |
| REVERE ROAD SYNAGOGUE | ||||||||
| 646 N REVERE RD | AKRON | OH | 44333 | NONE | PC | JEWISH COMMUNITY | $26,800 | |
| SAGE | ||||||||
| 305 SEVENTH AVE 15TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | HIV/AIDS SERVICE PROVIDERS | $500 | |
| SHAW JEWISH COMMUNITY CENTER | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | JEWISH COMMUNITY | $21,004 | |
| SPECIAL OLYMPICS OHIO | ||||||||
| PO BOX 18324 | COLUMBUS | OH | 43218 | NONE | PC | RESEARCH | $250 | |
| ST FRANCIS DE SALES CHURCH | ||||||||
| 195 WEST 13TH ST | HOLLAND | MI | 49423 | NONE | PC | RELIGIOUS | $500 | |
| STEWART'S CARING PLACE | ||||||||
| 2955 W MARKET ST STE R | AKRON | OH | 44333 | NONE | PC | PROGRAMMING SUPPORT | $5,250 | |
| SUMMA FOUNDATION FOR ONCOLOGY RESEARCH | ||||||||
| PO BOX 2090 | AKRON | OH | 44309 | NONE | MEDICAL | HEALTH CARE | $25,000 | |
| SUMMA HEALTH SYSTEM FOUNDATION | ||||||||
| PO BOX 2090 | AKRON | OH | 44309 | NONE | MEDICAL | HEALTH CARE | $25,000 | |
| SUSAN G KOMEN BREAST CANCER 3-DAY CO KATHY GILLER | ||||||||
| 732 DELAWARE AVENUE | AKRON | OH | 44303 | NONE | PC | CANCER RESEARCH | $2,000 | |
| SUSAN G KOMEN FOUNDATION | ||||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | PC | BREAST CANCER AWARENESS/RESEARCH - LEE GILLER MEMORIAL | $2,500 | |
| TEMPLE ISRAEL | ||||||||
| 133 MERRIMAN RD | AKRON | OH | 44303 | NONE | PC | RELIGIOUS | $30,118 | |
| THE AMERICAN HEART ASSOCIATION | ||||||||
| C/O TOM LUCK LUCKY SHOES 2685 W | FAIRLAWN | OH | 44333 | NONE | PC | HEART RESEARCH AND EDUCATION | $500 | MARKET STREET |
| 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 | |
| UNITED METHODIST CHURCH OF KENT | ||||||||
| 1435 E MAIN ST | KENT | OH | 44240 | NONE | PC | RELIGIOUS | $100 | |
| UNITED WAY OF SUMMIT COUNTY | ||||||||
| 90 N PROSPECT ST | AKRON | OH | 443091260 | NONE | PC | COMMUNITY SERVICE | $80,000 | |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 440229972 | NONE | PC | EDUCATION | $3,500 | |
| WALSH JESUIT HIGH SCHOOL | ||||||||
| 4550 WYOGA LAKE ROAD | CUYAHOGA FALLS | OH | 44224 | NONE | PC | SCHOLARSHIPS | $11,425 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | NONE | PC | VETERAN SUPPORT | $1,000 | |
| YOUR HOMETOWN | ||||||||
| PO BOX 335 | CHAGRIN FALLS | OH | 44022 | NONE | PUBLIC | COMMUNITY | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $724,756 | 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 | $6,372 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $281,790 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $628,652 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $919,349 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $919,349 | 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 | $3,525 | 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 |
|---|---|---|---|
| MORGAN STANLEY INVESTMENTS | FMV | $15,176,929 | $15,176,929 |
| LANDMARK PARTNERS INVESTMENT | AT COST | $266,704 | $387,244 |
| STRATEGIC PARTNERS VI INVESTMENT | AT COST | $498,191 | $546,312 |
| STRATEGIC PARTNERS VII INVESTMENT | AT COST | $127,445 | $211,744 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE - LANDMARK EQUITY PARTNERS | Desc |
| Amt | $16,162 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $360 | $0 | $0 |
| INSURANCE | $13,923 | $0 | $0 |
| WORKERS COMPENSATION | $142 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE (K-1) | $7,162 | $7,162 | $0 |
| NONDEDUCTIBLE EXPENSES (K-1) | $207 | $0 | $0 |
| ADP CHARGES | $800 | $0 | $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 | $2,535 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,535 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,535 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $2,034,519 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES - K-1S | CategoryTxt |
| Amt | $15,450 | Amt |
| Net Investment Income | $15,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $42 | $42 | $0 |
| FEDERAL INCOME TAX | $14,401 | $0 | $0 |
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