ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201632259349100348
- Schema version
- 2015v2.1
- 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 | 2016-08-12T11:50:00-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-08-07 | 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 | 2016-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $369,307 | 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 | $3,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,249 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,249 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$39 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,210 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,249 | 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 | $2,191 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,643 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $548 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $255 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $212 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,456 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,056 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,359 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,782 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,454 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,454 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $332,147 | CorporateStockBOYAmt |
| Corporate Stock EOY | $342,739 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $348,853 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $374,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $363,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $369,307 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $371,929 | UnrestrictedBOYAmt |
| Unrestricted EOY | $363,193 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $371,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $363,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $374,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $363,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $371,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,736 | ExcessRevenueOverExpensesAmt |
| Subtotal | $363,193 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $363,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| OPPENHEIMER SENIOR FLOATING RATE | 2015-11-30 | $556 | $591 | -$35 | -$35 |
| TEMPLETON GLOBAL BOND ADVISOR CLASS | 2015-08-26 | $782 | $877 | -$95 | -$95 |
| OPPENHEIMER SENIOR FLOATING RATE | 2015-11-30 | $6,876 | $7,309 | -$433 | -$433 |
| TEMPLETON GLOBAL BOND ADVISOR CLASS | 2015-08-26 | $10,707 | $12,014 | -$1,307 | -$1,307 |
| OPPENHEIMER SENIOR FLOATING RATE | 2015-11-30 | $5,812 | $6,028 | -$216 | -$216 |
| CISCO SYS INC COM | 2015-02-06 | $6,056 | $4,009 | $2,047 | $2,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$39 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,064 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $415,844 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.077106 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,493 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $381,281 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087843 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,763 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $316,777 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052917 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,279 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $326,096 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065254 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,425 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $350,127 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046912 | DistributionYr5Rt |
| Total Distribution | 0.330032 | TotalDistributionRt |
| Average Distribution | 0.066006 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $388,703 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,657 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $114 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,771 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,056 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $227 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $227 | SubtotalAmt |
| Tax Based On Investment Income | $227 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $300 | AppliedToEsTaxAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $73 | OverpaymentAmt |
| Applied To ES Tax | $73 | AppliedToESTaxAmt |
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 |
|---|---|---|---|---|---|---|
| ROBERT L ANDERSON | ||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | PRESIDENT | 1.0 | $0 |
| JOANNE L ANDERSON | ||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | TREASURER | 1.0 | $0 |
| CYNTHIA L ANDERSON | ||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | SECRETARY | 1.0 | $0 |
| DOUGLAS L ANDERSON | ||||||
| 1504 Marsh Wren Lane | Naples | FL | 34105 | VICE-PRESident | 1.0 | $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 | $358,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $394,622 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $394,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,919 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $388,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $227 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $227 | TotalTaxAmt |
| Distributable Before Adj | $19,208 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,208 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,208 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,056 | 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 | $23,056 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $23,056 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,208 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,496 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,175 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,056 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $19,208 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,848 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,023 | 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 | $21,023 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $5,679 | ExcessFromYear2Amt |
| Excess From Year1 | $11,496 | ExcessFromYear1Amt |
| Excess From Current Year | $3,848 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Caroline's Kids Pet Rescue | ||||||||
| 7394 Morley Road | Concord Twp | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| Habitat for Humanity | ||||||||
| 1145 Tamiami Trail East | Naples | FL | 34113 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| Angels Undercover of Collier County Inc | ||||||||
| 855 Vanderbilt Beach Road | Naples | FL | 34108 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | PO Box 250 |
| HOSPICE OF WESTERN RESERVE | ||||||||
| 300 EAST 185TH STREET | CLEVELAND | OH | 44119 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,100 | |
| ECUMENICAL SHELTER NETWORK | ||||||||
| 25 Freedom Road | Painesville | OH | 44077 | none | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,000 | ||
| CHRIST CHILD SOCIETY OF CLEVELAND CO PARMADALE | ||||||||
| 6753 State Road | Parma | OH | 44134 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | ||
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | ||||||||
| 16497 Snyder Road | Chagrin Falls | OH | 44023 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | ||
| NEIGHBORHOOD HEALTH CLINIC | ||||||||
| 4800 PAYNE AVENUE | CLEVELAND | OH | 44103 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | ||
| UNITED WAY OF LAKE COUNTY | ||||||||
| 9285 Progress Pkwy | Mentor | OH | 44060 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $3,000 | ||
| WOMENSAFE INC | ||||||||
| 12041 Ravenna Road | Chardon | OH | 44024 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | ||
| DOGS UNLIMITED RESCUE | ||||||||
| 26110 EMERY ROAD SUITE 250 | CLEVELAND | OH | 44128 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | ||
| CLOTHE A CHILD | ||||||||
| PO BOX 1202 | FINDLAY | OH | 45839 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | ||
| FUN TIME EARLY CHILDHOOD ACADEMY OF NAPLES | ||||||||
| 102 12TH STREET NORTH | NAPLES | FL | 34102 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | ||
| The Salvation Army | ||||||||
| 69 Pearl Street | Painesville | OH | 44077 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,000 | ||
| DAVID LAWRENCE CENTER | ||||||||
| 6075 BATHEY LN | NAPLES | FL | 34116 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | ||
| LAKE COUNTY HUMANE SOCIETY | ||||||||
| 7564 E TYLER BLVD | MENTOR | OH | 44060 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $100 | ||
| ST GABRIEL FOOD PANTRY | ||||||||
| 9925 JOHNNYCAKE RIDGE ROAD | CONCORD TOWNSHIP | OH | 44060 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $100 | ||
| EUCLID YOUTH HOCKEY | ||||||||
| PO Box 23006 | Euclid | OH | 44123 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,000 | ||
| MENTOR YOUTH LACROSSE | ||||||||
| 6477 Center St | Mentor | OH | 44060 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | ||
| LEAHI SOCCER CLUB | ||||||||
| PO Box 10647 | Honolulu | HI | 96816 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $800 | ||
| ROCK VALLEY COLLEGE BOOSTER CLUB | ||||||||
| 3301 N MULFORD RD | ROCKFORD | IL | 61114 | NONE | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,600 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,249 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 30 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | -$39 | 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 | $15,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,210 | 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 (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $1,744 | $3,817 |
| APPLE INC | $3,478 | $7,368 |
| CISCO SYSTEMS INC | ||
| COCA COLA COMPANY | $4,141 | $8,592 |
| EXXON MOBIL CORPORATION | $5,207 | $5,846 |
| FIRSTMERIT CORP | $84,957 | $74,600 |
| WELLS FARGO & CO | $2,659 | $5,436 |
| JP MORGAN CHASE & CO ALERIAN | $10,867 | $8,691 |
| ABSOLUTE STRATEGIES | $10,797 | $9,923 |
| FPA CRESCENT INSTL | $25,423 | $28,431 |
| IVA WORLDWIDE FUND CL I | $27,368 | $27,269 |
| MERGER FUND | $22,368 | $21,499 |
| FIDELITY ADVISOR FL RATE HIGH | $16,899 | $15,907 |
| OPPENHEIMER SENIOR FL RATE CL | ||
| ABSOLUTE STRATEGIES CLASS R | $7,531 | $6,756 |
| ARBITRAGE FUND CLASS I | ||
| FIDELITY ADVISOR NEW INSIGHTS | $13,119 | $16,079 |
| GW&K SMALL-CAP EQUITY INVESTOR | $6,686 | $7,868 |
| INVESCO COMSTOCK FUND | $15,285 | $17,014 |
| OAKMARK INTERNATIONAL CL I | $6,271 | $5,631 |
| WILLIAM BLAIR INTERNATIONAL | $8,126 | $9,688 |
| PIMCO SHORT TERM CLASS D | $9,030 | $8,993 |
| TEMPLETON GLOBAL BOND ADVISOR | $15,646 | $15,617 |
| LEUTHOLD CORE INVESTMENT | $26,330 | $25,266 |
| DOUBLINE TOTAL BOND | $18,807 | $18,562 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND BANK FEES | CategoryTxt |
| Amt | $2,191 | Amt |
| Net Investment Income | $1,643 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $548 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE FILING FEE | $100 | $100 | |
| FOREIGN TAXES PAID | $43 | $43 | |
| FEDERAL TAX | $112 | $112 |
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