RITA BARBOUR KERN FOUNDATION: Form 990PF, tax year 2016
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- Organization
- RITA BARBOUR KERN FOUNDATION (EIN 46-4475109)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349103082
- 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
- Schedule B
- Expln Of Non Filing With AG Stmt
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T11:35:40-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eastman & Smith Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10032 | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 436990032 | 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 | 464475109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rita Barbour Kern Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RITA | BusinessNameControlTxt |
| Phone | 4192471679 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Seagate | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David C Krock | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David C Krock | PreparerPersonNm |
| PTIN | P00849569 | PTIN |
| Phone | 4192416000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,464,906 | 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 | $27,869 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $61,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,813 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,813 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,235,184 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,477,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,239,288 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,324,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,301,112 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $61,824 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $26,085 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $26,085 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $26,085 | LegalFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $23,408 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,408 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $23,408 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $16,218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,218 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $16,218 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $65,711 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,711 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $65,711 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $360,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,711 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $65,711 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $964,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,235,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $56,406 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $145,671 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $145,671 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,679,096 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,795,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,829,712 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $765,691 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,527,863 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,489,523 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,501,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,469,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,464,906 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,501,193 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,469,239 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,501,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,469,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,501,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,469,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,501,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $964,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,880 | OtherIncreasesAmt |
| Subtotal | $3,469,239 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,469,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4,000 SH BRISTOL MYERS SQUIBB | P | 1976-07-16 | 2016-07-28 | $299,034 | $6,214 | $292,820 | $292,820 |
| 2,150 SH EXXON MOBIL | P | 1971-11-01 | 2016-07-28 | $192,308 | $4,349 | $187,959 | $187,959 |
| 3,800 SH JPMORGAN CHASE | P | 1971-01-01 | 2016-12-09 | $321,244 | $8,698 | $312,546 | $312,546 |
| 2,400 SH Johnson & Johnson | P | 1984-03-19 | 2016-07-28 | $297,869 | $5,228 | $292,641 | $292,641 |
| 1,850 SH Pepsico Inc. | P | 1982-12-30 | 2016-07-28 | $197,756 | $3,381 | $194,375 | $194,375 |
| Ordinary Capital Gain Distributions | P | 2015-01-01 | 2016-12-07 | $203 | $203 | $203 | |
| UBS Short Term not covered | P | 2015-11-30 | 2016-06-10 | $1,190,725 | $1,220,761 | -$30,036 | -$30,036 |
| UBS Long Term not covered | P | 2014-05-19 | 2016-07-22 | $1,978,605 | $1,993,929 | -$15,324 | -$15,324 |
| Wash Sale | $4,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,239,288 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$26,088 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,708 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,708 | SubtotalAmt |
| Tax Based On Investment Income | $24,708 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,359 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,359 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $141 | EsPenaltyAmt |
| Tax Due | $4,490 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | false | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David C Krock | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4192471679 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Seagate 24th Floor | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Rita B Kern | ||||||
| One Seagate 24th Floor | Toledo | OH | 43604 | Trustee | 1.00 | $0 |
| Roger Berkowitz | ||||||
| One Seagate 24th Floor | Toledo | OH | 43604 | Trustee | 0.50 | $0 |
| David C Krock | ||||||
| One Seagate 24th Floor | Toledo | OH | 43604 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A no direct charitable activities | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,525,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,633,981 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,633,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,510 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,594,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,724 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,724 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,708 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,708 | TotalTaxAmt |
| Distributable Before Adj | $105,016 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $105,016 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $105,016 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $295,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $295,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $113,031 | UndistributedIncomePYAmt |
| Qualifying Distributions | $295,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $113,031 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,953 | RemainingDistriFromCorpusAmt |
| Total Corpus | $76,953 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $76,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $76,953 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Rita B Kern | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Toledo Museum of Art | ||||||
| 2445 Monroe Street | Toledo | OH | 43620 | PC | Gift to qualified charitable organization pursuant to the terms of the Foundation | $240,000 |
| Dorset Library | ||||||
| PO Box 38 | Dorset | VT | 05251 | PC | Gift to qualified charitable organization pursuant to the terms of the Foundation | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,235,184 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $61,824 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,235,184 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,297,008 | 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 |
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 Person | Rita B Kern | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Seagate 24th Floor | AddressLine1Txt |
| City | Toledo | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,317,645 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 4,000 sh, Bristol Myers Squibb2,150 sh, Exxon Mobil2,400 sh, Johnson & Johnson1,850 sh, Pepsico3,800 | NoncashPropertyDesc |
| Fair Market Value | $1,317,645 | FairMarketValueAmt |
| Received | 2016-12-06 | ReceivedDt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | In lieu of furnishing a copy of FORM 990-PF, the foundation files an annual charitable report with the office of the Ohio Attorney General under the Ohio Charitable Trust Act. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $26,085 | LegalFeesAmt |
| Net Investment Income | $26,085 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,085 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other adjustments to basis | Desc |
| Amt | $3,880 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| First Quarter UBS Advisory | $5,049 | $5,049 | $5,049 | $0 |
| Fourth Quarter UBS Advisory | $8,139 | $8,139 | $8,139 | $0 |
| Second Quarter UBS Advisory | $5,059 | $5,059 | $5,059 | $0 |
| Third Quarter UBS Advisory | $5,161 | $5,161 | $5,161 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Federal Excise Tax | $15,000 | $15,000 | $15,000 |
| Foreign Tax withheld | $1,218 | $1,218 | $1,218 |
Comments