ANNABELLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
ANNABELLE FOUNDATION (EIN 20-5184989)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-06-29
IRS object ID
201741809349100319
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-06-29T16:51:26-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN340876435PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHLABIG & ASSOCIATES LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12275 STATE ROUTE 59AddressLine1Txt
CityKENTCityNm
State AbbreviationOHStateAbbreviationCd
ZIP442407143ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-06-07SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT W FISHER CPAPreparerPersonNm
PTINP00358676PTIN
Phone3306785203PhoneNum
Preparation2017-06-07PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id29442C78AD1FD641085FACD1359F10B493D58BB6AtSubmissionCreationDeviceId
At Submission Filing Device Id29442C78AD1FD641085FACD1359F10B493D58BB6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,622,537FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,083ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$391InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$391InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$207,046DividendsRevAndExpnssAmt
Dividends Net Invst Incm$207,046DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,925NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$665,339GrossSalesPriceAmt
Total Rev And Expnss$505,595TotalRevAndExpnssAmt
Total Net Invst Incm$207,437TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,870AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,935AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$70,870OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$70,870OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$2,837TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,837TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$484OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$78,061TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75,642TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$358,525ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$358,525ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$436,586TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75,642TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$358,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$69,009ExcessRevenueOverExpensesAmt
Net Investment Income$131,795NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,754CashBOYAmt
Cash EOY$10,279CashEOYAmt
Cash EOYFMV$10,279CashEOYFMVAmt
Sav And Temp Cash Invst BOY$423,318SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$106,769SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$106,769SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,253,554CorporateStockBOYAmt
Corporate Stock EOY$2,400,495CorporateStockEOYAmt
Corporate Stock EOYFMV$4,681,612CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,524,740CorporateBondsBOYAmt
Corporate Bonds EOY$2,886,240CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,821,697CorporateBondsEOYFMVAmt
Other Investments BOY$425,000OtherInvestmentsBOYAmt
Other Assets BOY$2,665OtherAssetsBOYAmt
Other Assets EOY$2,180OtherAssetsEOYAmt
Other Assets EOYFMV$2,180OtherAssetsEOYFMVAmt
Total Assets BOY$5,637,031TotalAssetsBOYAmt
Total Assets EOY$5,405,963TotalAssetsEOYAmt
Total Assets EOYFMV$7,622,537TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,637,031UnrestrictedBOYAmt
Unrestricted EOY$5,405,963UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,637,031TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,405,963TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,637,031TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,405,963TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,637,031TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$69,009ExcessRevenueOverExpensesAmt
Subtotal$5,706,040SubtotalAmt
Other Decreases$300,077OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,405,963TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$331,153$343,200-$12,047-$12,047
PUBLICLY TRADED SECURITIESP$314,660$324,064-$9,404-$9,404
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,925CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$389,957AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,415,753NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052585DistributionYr1Rt
Adjusted Qlfy Distri Yr2$233,075AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$7,295,119NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.031949DistributionYr2Rt
Adjusted Qlfy Distri Yr3$363,200AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$7,117,584NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051029DistributionYr3Rt
Adjusted Qlfy Distri Yr4$69,850AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,632,677NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.010531DistributionYr4Rt
Adjusted Qlfy Distri Yr5$169,926AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,092,590NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.027891DistributionYr5Rt
Total Distribution0.173985TotalDistributionRt
Average Distribution0.034797AverageDistributionRt
Net Vl Noncharitable Assets$7,463,522NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$259,708AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,318NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$261,026AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$358,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,318InvestmentIncomeExciseTaxAmt
Subtotal$1,318SubtotalAmt
Tax Based On Investment Income$1,318TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,409EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$17,409TotalPaymentsAndCreditsAmt
Overpayment$16,091OverpaymentAmt
Applied To ES Tax$16,091AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)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 QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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-TRE1.00$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

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$70,870CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,365,718AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$209,039AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,423FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,577,180TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$7,577,180AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$113,658CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,463,522NetVlNoncharitableAssetsAmt
Minimum Investment Return$373,176MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$373,176MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,318TaxBasedOnInvestmentIncomeAmt
Total Tax$1,318TotalTaxAmt
Distributable Before Adj$371,858DistributableBeforeAdjAmt
Distributable Before Ded$371,858DistributableBeforeDedAmt
Distributable As Adjusted$371,858DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$358,525ExpensesAndContributionsAmt
Qualifying Distributions$358,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,318PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$357,207AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$371,858DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$17,502ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$25,005ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$42,507TotalExcessDistributionCyovAmt
Qualifying Distributions$358,525QualifyingDistributionsAmt
Applied To Current Year$358,525AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$13,333ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$13,333ExcessDistributionCyovAppCYAmt
Total Corpus$29,174TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$29,174ExcessDistriCyovToNextYrAmt
Excess From Year3$4,169ExcessFromYear3Amt
Excess From Year1$25,005ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABRAHAM LINCOLN PRESIDENTIAL LIBRAR
ABRAHAM LINCOLN PRESIDENTIAL LIBRARYPO BOX 3606PO BOX 3606SPRINGFIELDIL627083606NONEPCHISTORY PRESERVATION$100
ADOPT A PLATOON
ADOPT A PLATOONPO BOX 5038PO BOX 5038HAGERSTOWNMD217415038NONEPCGRANT TO SUPPORT TROOPS$5,000
ADRIAN COLLEGE ENDOW FUND
ADRIAN COLLEGE ENDOW FUND110 SOUTH MADISON110 SOUTH MADISONADRIANMI49221NONEPCRV DANCEY FUND$150,000
AFS INTERCULTURAL PROGRAMS
AFS INTERCULTURAL PROGRAMSONE WHITEHALL ST 2ND FLRONE WHITEHALL S 2ND FLNEW YORKNY10004NONEPCSUPPORT OF DIVERSITY$1,000
AKRON CHILDREN'S HOSPITAL FOUNDATIO
AKRON CHILDREN'S HOSPITAL FOUNDATIONONE PERKINS SQUAREONE PERKINS SQUAREAKRONOH443986176NONEPCSUPPORT CHILDREN SERVICES$500
AKRON WOMAN'S CITY CLUB
AKRON WOMAN'S CITY CLUB732 WEST EXCHANGE ST732 WEST EXCHANGE STAKRONOH44302NONEPCLASTING IMPACT FUND$100,000
ALICE LLOYD COLLEGE
ALICE LLOYD COLLEGE100 PURPOSE ROAD100 PURPOSE ROADPIPPA PASSESKY41844NONEPCCOLLEGE FUND$10,000
AMERICAN FOUNDATION FOR THE BLIND
AMERICAN FOUNDATION FOR THE BLIND2 PENN PLAZA SUITE 11022 PENN PLAZA SUITE 1102NEW YORKNY10121NONEPCTO HELP DISABLED$750
AMERICAN HEALTH ASST FOUNDATION
AMERICAN HEALTH ASST FOUNDATION22512 GATEWAY CENTER DR22512 GATEWAY CENTER DRCLARKSBURGMD20871NONEPCMACULAR DEGENERATION RESEARCH$500
AMERICAN INDIAN COLLEGE FUND
AMERICAN INDIAN COLLEGE FUND8333 GREENWOOD BLVD8333 GREENWOOD BLVDDENVERCO80221NONEPCGENERAL FUND FOR SCHOLARSHIPS$1,500
AMERICAN KIDNEY FUND
AMERICAN KIDNEY FUND11921 ROCKVILLE PIKE11921 ROCKVILLE PIKEROCKVILLEMD20852NONEPCMEDICAL RESEARCH$250
AMERICAN LEGION
AMERICAN LEGIONPO BOX 21016PO BOX 21016TULSAOK741211016NONEPCSUPPORT WOUNDED/DISABLED VETERANS$100
BATH TOWNSHIP HISTORICAL SOCIETY
BATH TOWNSHIP HISTORICAL SOCIETY1241 N CLEVE-MASS RD1241 N CLEVE-MASS RDAKRONOH44333NONEPCPRESERVATION OF HISTORY$250
BLINDED VETERANS ASSOC
BLINDED VETERANS ASSOC477 H STREET NW477 H STREET NWWASHINGTONDC20001NONEPCHELPING DISABLED VETERANS$500
BRAILLE INSTITUTE
BRAILLE INSTITUTE741 NORTH VERMONT AVE741 NORTH VERMONT AVELOS ANGELESCA900299988NONEPCGENERAL SUPPORT$250
CAL FARLEY'S
CAL FARLEY'S600 W 11TH600 W 11THAMARILLOTX791013228NONEPCPROMOTE FAMILY SERVICES$2,500
COALITION TO SALUTE AMERICA HEROS
COALITION TO SALUTE AMERICA HEROSPO BOX 96440PO BOX 96440WASHINGTONDC200906440NONEPCTO HONOR VETERANS$4,000
COLONIAL WILLIAMSBURG
COLONIAL WILLIAMSBURG FOUNDATIONPO BOX 1776PO BOX 1776WILLIAMSBURGVA23187NONEPCHISTORICAL PRESERVATION$1,000
COUNCIL OF INDIAN NATIONS
COUNCIL OF INDIAN NATIONSPO BOX 1800PO BOX 1800APACHE JUNCTIONAZ851179981NONEPCGENERAL FUND$2,500
DEFENDERS OF WILDLIFE
DEFENDERS OF WILDLIFE1130 17TH ST NW1130 17TH ST NWWASHINGTONDC20036NONEPCANIMAL PROTECTION$200
DISABLED VETERANS NATL FOUND
DISABLE VETERANS NATL FOUND1634 EYE ST NW STE 7501634 EYE ST NW STE 750WASHINGTONDC20006NONEPCTO SUPPORT WAR VETERANS$600
DOCTORS WITHOUT BORDERS
DOCTORS WITHOUT BORDERSPO BOX 5022PO BOX 5022HAGERSTOWNMD21741NONEPCMEDICAL HELP$2,000
GEORGE WASHINGTON MT VERN
GEORGE WASHINGTON MT VERNONPO BOX 1594PO BOX 1594MERRIFIELDVA22116NONEPCHISTORICAL PRESERVATION$4,000
GUIDE DOG FOUNDATION FOR THE BLIND
GUIDE DOG FOUNDATION FOR THE BLIND371 E JERICHO TURNPIKE371 E JERICHO TURNPIKESMITHTOWNNY11787NONEPCTRAIN DOGS FOR THE BLIND$1,000
GUIDEPOSTS FOUNDATION
GUIDEPOSTS FOUNDATION39 OLD RIDGEBURY RD39 OLD RIDGEBURY RDDANBURYCT06810NONEPCGENERAL FUND$100
GUIDING EYES FOR THE BLIND
GUIDING EYES FOR THE BLIND611 GRANITE SPRINGS RD611 GRANITE SPRINGS RDYORKTOWN HGTSNY10598NONEPCTO HELP VISUALLY IMPAIRED$2,500
HELEN KELLER INTERNATIONAL
HELEN KELLER INTERNATIONAL352 PARK AVE SOUTH 12FL352 PARK AVE SOUTH 12FNEW YORKNY10010NONEPCHELP FOR DISABLED$1,200
HELP ME SEE
HELP ME SEE20 WEST 36TH ST FLR 420 WEST 36TH ST FLR 4NEW YORKNY10018NONEPCTO HELP THE BLIND$500
HUMANE SOCIETY OF GREATER AKRON
HUMANE SOCIETY OF GREATER AKRON7996 DARROW ROAD7996 DARROW ROADTWINSBURGOH44087NONEPCGENERAL FUND$200
HUMANE SOCIETY OF THE UNITED STATES
HUMANE SOCIETY OF THE UNITED STATES2100 L ST NW2100 L ST NWWASHINGTONDC20037NONEPCSUPPORT OF ANIMALS$100
INTERNATIONAL EYE FOUNDATION
INTERNATIONAL EYE FOUNDATION10801 CONNECTICUT AVE10801 CONNECTICUT AVEKENSINGTONMD20895NONEPCTO HELP THE BLIND$500
JANE GOODALL INTL INSTITUTE
JANE GOODALL INTL INSTITUTEPO BOX 620429PO BOX 620429ATLANTAGA303622429NONEPCPRESERVATION OF ANIMALS AND HABITATS$2,000
KIDS WISH NETWORK
KIDS WISH NETWORK4060 LOUIS AVE4060 LOUIS AVEHOLIDAYFL34691NONEPCSUPPORT FOR ILL CHILDREN$100
LEAGUE OF WOMEN VOTERS
LEAGUE OF WOMEN VOTERSPO BOX 98050PO BOX 98050WASHINGTONDC200908050NONEPCEDUCATION FUND$100
LIGHTHOUSE INTERNATIONAL
LIGHTHOUSE INTERNATIONALPO BOX 17PO BOX 17NEW YORKNY102750430NONEPCSUPPORT FOR THE BLIND$450
MACULAR DEGENERATION ASSOC
MACULAR DEGENERATION ASSOC5969 CATTLERIDGE BLVD5969 CATTLERIDGE BLVDSARASOTAFL34232NONEPCGENERAL RESEARCH FUND$500
MAKE-A-WISH FOUNDATION OF OH KY
MAKE-A-WISH FOUNDATION OF OH KYPO BOX 97104PO BOX 97104WASHINGTONDC200907104NONEPCTO SUPPORT TERMINALLY ILL$1,000
MARINE TOYS FOR TOTS FOUNDATION
MARINE TOYS FOR TOTS FOUNDATIONPO BOX 227PO BOX 227QUANTICOVA22134NONEPCGENERAL FUND$500
MT ZWINGLI CHURCH
MT ZWINGLI CHURCH2172 S MEDINA LINE RD2172 S MEDINA LINE RDWADSWORTHOH44281NONEPCDR HUDSON FUND/BLDG FUND$5,000
NATIONAL AUDUBON SOCIETY
NATIONAL AUDUBON SOCIETY225 VARICK ST225 VARICK STNEW YORKNY10014NONEPCTO SUPPORT WILDLIFE$100
NATIONAL PARK FOUNDATION
NATIONAL PARK FOUNDATION1110 VERMONT AVE NW1110 VERMONT AVE NWWASHINGTONDC20005NONEPCCONSERVE ENVIRONMENT$100
NATL LAW ENFORC OFF MEMORIAL FUND
NATL LAW ENFORC OFF MEMORIAL FUND901 E ST NW STE 100901 E ST NW STE 100WASHINGTONDC200042025NONEPCGENERAL FOR MEMORIALS$100
OPERATION SMILE
OPERATION SMILEPO BOX 5017PO BOX 5017HAGERSTOWNMD217419716NONEPCGENERAL FUND$5,000
PARALYZED VETERANS OF AMERICA
PARALYZED VETERANS OF AMERICAPO BOX 758532PO BOX 758532TOPEKAKS666759910NONEPCTO HELP VETERANS$1,000
PROJECT HOPE
PROJECT HOPE255 CARTER HALL LANE255 CARTER HALL LANEMILLWOODVA226460255NONEPCGENERAL FUND$600
RED CLOUD INDIAN SCHOOL
RED CLOUD INDIAN SCHOOL100 MISSION DR100 MISSION DRPINE RIDGESD57770NONEPCCHILDREN EDUCATION$1,500
SALVATION ARMY-SUMMIT
SALVATION ARMY-SUMMITPO BOX 1959PO BOX 1959AKRONOH44309NONEPCCOMMUNITY SUPPORT$10,000
SHRINERS HOSP FOR CHILDR
SHRINERS HOSPITAL FOR CHILDREN3229 BURNET AVE3229 BURNET AVECINCINNATIOH45229NONEPCCHILDRENS FUND$10,000
SIOUX NATION RELIEF FUND
SIOUX NATION RELIEF FUNDPO BOX 758513PO BOX 758513TOPEKAKS666759867NONEPCGENERAL FUND$500
SOLDIER'S ANGELS
SOLDIER'S ANGELSPO BOX 758513PO BOX 758513TOPEKAKS666759910NONEPCTO SUPPORT VETERANS$1,000
SPCA INTERNATIONAL
SPCA INTERNATIONALPO BOX 92240PO BOX 92240WASHINGTONDC200902240NONEPCGENERAL FUND$275
ST JOSEPH'S INDIAN SCHOOL
ST JOSEPH'S INDIAN SCHOOLPO BOX 300PO BOX 300CHAMBERLAINSD573250300NONEPCPROMOTE EDUCATION$2,000
ST LABRE INDIAN SCHOOL
ST LABRE INDIAN SCHOOLST LABRE INDIAN SCHOOLST LABRE INDIAN SCHOOLASHLANDMT590041001NONEPCEDUCATION$1,500
THE USO
THE USOPO BOX 96860PO BOX 96860WASHINGTONDC20077NONEPCSUPPORT FOR AMERICAN TROOPS$5,000
UMRC HERITAGE FOUNDATION
UMRC HERITAGE FOUNDATION805 WEST MIDDLE ST805 WEST MIDDLE STCHELSEAMI48118NONEPCCHELSEA RETIREMENT CENTER$5,000
US OLYMPIC COMMITTEE
US OLYMPIC COMMITTEEPO BOX 7010PO BOX 7010ALBERT LEAMN56007NONEPCSUPPORT US OLYMPIC ATHLETES$500
USA SHOOTING TEAM
USA SHOOTING TEAMONE OLYMPIC PLAZAONE OLYMPIC PLAZACOLORADO SPRINGSCO80909NONEPCTO SUPPORT OLYMPICS$100
VOLUNTEERS OF AMERICA GREATER OH
VOLUNTEERS OF AMERICA GREATER OHPO BOX 5230PO BOX 5230CLEVELANDOH441010230NONEPCGENERAL SUPPORT$250
WORLD WILDLIFE FUND
WORLD WILDLIFE FUND1250 TWENTY FOURTH ST NW1250 TWENTY FOURTH ST NWWASHINGTONDC20077NONEPCGENERAL SUPPORT FOR PRESERVATION$250
WOUNDED WARRIOR PROJECT
WOUNDED WARRIOR PROJECTPO BOX 758516PO BOX 758516TOPEKAKS66675NONEPCHELPING DISABLED VETERANS$10,000
WYCLIFFE ASSOCIATES
WYCLIFFE ASSOCIATESPO BOX 620143PO BOX 620143ORLANDOFL32862NONEPCGENERAL FUND$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$358,525TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$391ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$207,046ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,925ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$205,512ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$205,512TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBETTY GODARDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12637 N REVERE ROADAddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44333ZIPCd
FieldValueIRS element (for citing)
Total Contributions$300,083TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
15493.6 SHS YUM CHINA HOLDINGS$150,0302016-12-16
12334 SHS YUM BRANDS INC$150,0532016-12-16

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,870Amt
Net Investment Income$1,935NetInvestmentIncomeAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesAMORTIZATION OF ORGANIZATION COSTSAmortizedExpensesDesc
Acquired Completed Or Expended2006-07-01AcquiredCompletedOrExpendedDt
Amortized$7,268AmortizedAmt
Deduction For Prior Years$4,605DeductionForPriorYearsAmt
Amortization Period180.0000AmortizationPeriodRt
Current Year Amortization$484CurrentYearAmortizationAmt
Total Amortization$5,089TotalAmortizationAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMUTUAL FIXED FUNDSBondNm
EOY Book Value$2,886,240EOYBookValueAmt
EOYFMV$2,821,697EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUND INTNL EQUITY$1,540,980$1,526,760
MUTUAL EQUITY FUNDS$830,710$1,200,204
COMMON STOCK$28,805$1,954,648

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDS-ALTERNATIVECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescORGANIZATION COST, NETDesc
BOY Book Value$2,665BOYBookValueAmt
EOY Book Value$2,180EOYBookValueAmt
EOYFMV$2,180EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE BETWEEN COST & FMV OF CONTRIB ASSETSDesc
Amt$300,077Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPLANTE MORAN INVEST MGT FEESCategoryTxt
Amt$70,870Amt
Net Investment Income$70,870NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$2,837Amt
Net Investment Income$2,837NetInvestmentIncomeAmt

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