ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201703129349100330
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T12:09:20-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HW&CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 Chagrin Blvd Suite 700 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341877125 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT L ANDERSON | InCareOfNm |
| Business Name Control | ANDE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 Marsh Wren Lane | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L ANDERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2396433932 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph C Sbrocco CPA | PreparerPersonNm |
| PTIN | P00069069 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2017-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.171.14.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34122420173125000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 00B50CBEBBB9381FE5BF03D16AA7A5FCCB5075A6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 34089975C9E51BE86CA840C95A49BD49D8F931EE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $396,595 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,436 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,842 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,915 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,204 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $696 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,084 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,563 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $521 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $228 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $72 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,284 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,289 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,989 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,069 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,499 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $342,739 | CorporateStockBOYAmt |
| Corporate Stock EOY | $337,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $371,096 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $363,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $363,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $396,595 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,900 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,900 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $363,193 | UnrestrictedBOYAmt |
| Unrestricted EOY | $360,124 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $363,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $360,124 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $363,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $363,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $363,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,069 | ExcessRevenueOverExpensesAmt |
| Subtotal | $360,124 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $360,124 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TEMPLETON GLOBAL TOTAL RT | 2016-01-07 | $15,549 | $15,646 | -$97 | -$97 |
| FIRST MERIT CORP DISCRETION | 2016-02-02 | $9,486 | $10,620 | -$1,134 | -$1,134 |
| FIRST MERIT CORP EXCHANGED | 2016-08-18 | $17,500 | $17,500 | $17,500 | |
| ABSOLUTE STRATEGIES | 2016-12-14 | $16,901 | $18,328 | -$1,427 | -$1,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,842 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,056 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $388,703 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059315 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,064 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $415,844 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077106 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,493 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $381,281 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.087843 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,763 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $316,777 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052917 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,279 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $326,096 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065254 | DistributionYr5Rt |
| Total Distribution | 0.342435 | TotalDistributionRt |
| Average Distribution | 0.068487 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $378,684 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,935 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $209 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,144 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,989 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $418 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $418 | SubtotalAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $73 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $369 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT L ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2396433932 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1504 MARSH WREN LANE | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT L ANDERSON | ||||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOANNE L ANDERSON | ||||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | TREASURER | 1.0 | $0 | $0 | $0 |
| CYNTHIA L ANDERSON | ||||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | SECRETARY | 1.0 | $0 | $0 | $0 |
| DOUGLAS L ANDERSON | ||||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | VICE-PRESident | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $359,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $384,451 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $384,451 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,767 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $378,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $418 | TotalTaxAmt |
| Distributable Before Adj | $18,516 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,516 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,516 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,989 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $23,989 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $23,989 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,679 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,496 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,848 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,023 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,989 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $18,516 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,473 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,496 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,496 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $5,679 | ExcessFromYear3Amt |
| Excess From Year2 | $11,496 | ExcessFromYear2Amt |
| Excess From Year1 | $3,848 | ExcessFromYear1Amt |
| Excess From Current Year | $5,473 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT JOANNE ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Angels Undercover of Collier County Inc | ||||||||
| 855 Vanderbilt Beach Road | PO Box 250 | Naples | FL | 34108 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 |
| HOSPICE OF WESTERN RESERVE | ||||||||
| 17876 ST CLAIR AVENUE | CLEVELAND | OH | 44110 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $3,000 | |
| CHRIST CHILD SOCIETY OF NAPLES FLORIDA | ||||||||
| PO BOX 770179 | NAPLES | FL | 34107 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | ||||||||
| 16497 Snyder Road | Chagrin Falls | OH | 44023 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| NEIGHBORHOOD HEALTH CLINIC | ||||||||
| 4800 PAYNE AVENUE | CLEVELAND | OH | 44103 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| UNITED WAY OF LAKE COUNTY | ||||||||
| 9285 Progress Pkwy | Mentor | OH | 44060 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $5,000 | |
| WOMENSAFE INC | ||||||||
| 12041 Ravenna Road | Chardon | OH | 44024 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| CLOTHE A CHILD | ||||||||
| PO BOX 1202 | FINDLAY | OH | 45839 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| FUN TIME EARLY CHILDHOOD ACADEMY OF NAPLES | ||||||||
| 102 12TH STREET NORTH | NAPLES | FL | 34102 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| The Salvation Army | ||||||||
| 69 Pearl Street | Painesville | OH | 44077 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| ROCK VALLEY COLLEGE BOOSTER CLUB | ||||||||
| 3301 N MULFORD RD | ROCKFORD | IL | 61114 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| ROCK VALLEY COLLEGE WOMEN | ||||||||
| 3301 north mulford road | rockford | IL | 61114 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| EDWINS LEADERSHIP & RESTAURANT | ||||||||
| 13101 SHAKEN SQ | CLEVELAND | OH | 44120 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,200 | |
| RIVERSIDE VALLEYBALL BOOSTER | ||||||||
| 585 riverside dr | painesville | OH | 44077 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| PROJECT HOPE FOR HOMELESS | ||||||||
| 25 freedom road | painesville | OH | 44077 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,000 | |
| ORCHARD PARK ROTARY | ||||||||
| PO BOX 29 | ORCHARD PARK | NY | 14127 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| DOGS UNLIMITED RESCUE | ||||||||
| 26110 EMERY RD STE 200 | WARRENSVILLE HEIGHTS | OH | 44128 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| ST FRANCIS HIGH SCHOOL | ||||||||
| 4129 LAKE SHORE BLVD | HAMBURG | NY | 14075 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,000 | |
| LAKE GEAUGA RECOVERY CENTERS | ||||||||
| 9083 MENTOR AVE | MENTOR | OH | 44060 | NONE | PC | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,073 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,842 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,915 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,915 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $2,900 | Amt |
| Net Investment Income | $2,204 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $696 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $1,744 | $3,265 |
| APPLE INC | $3,478 | $8,107 |
| COCA COLA COMPANY | $4,141 | $8,292 |
| EXXON MOBIL CORPORATION | $5,207 | $6,770 |
| FIRSTMERIT CORP | $74,337 | $79,584 |
| WELLS FARGO & CO | $2,659 | $5,511 |
| JP MORGAN CHASE & CO ALERIAN | $10,867 | $9,483 |
| ABSOLUTE STRATEGIES | ||
| FPA CRESCENT INSTL | $26,920 | $31,346 |
| IVA WORLDWIDE FUND CL I | $27,701 | $29,036 |
| MERGER FUND | $22,438 | $22,061 |
| FIDELITY ADVISOR FL RATE HIGH | $17,561 | $17,477 |
| OTTER CREEK LONG SHORT OPPORT | $5,900 | $5,925 |
| ABSOLUTE STRATEGIES CLASS R | ||
| LEUTHOLD GRIZZLY SHORT FUND | $5,100 | $5,191 |
| FIDELITY ADVISOR NEW INSIGHTS | $13,968 | $17,132 |
| GW&K SMALL-CAP EQUITY INVESTOR | $7,098 | $9,276 |
| INVESCO COMSTOCK FUND | $16,802 | $20,090 |
| OAKMARK INTERNATIONAL CL I | $6,360 | $6,076 |
| WILLIAM BLAIR INTERNATIONAL | $8,293 | $9,442 |
| PIMCO SHORT TERM CLASS D | $9,175 | $9,204 |
| TEMPLETON GLOBAL BOND ADVISOR | $15,971 | $16,648 |
| LEUTHOLD CORE INVESTMENT | $32,348 | $32,258 |
| DOUBLINE TOTAL BOND | $19,457 | $18,922 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND BANK FEES | CategoryTxt |
| Amt | $2,084 | Amt |
| Net Investment Income | $1,563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $521 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $228 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $72 | DisbursementsCharitablePrpsAmt |
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