BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-01-26
- IRS object ID
- 201500269349100005
- Schema version
- 2013v4.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-26T13:42:52-06:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341523030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBER MARKEY FEDOROVICH & COMPANY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 RIDGEWOOD ROAD SUITE 300 | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650230453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERLIN FAMILY FOUNDATION INC CO JUDI ROMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERL | BusinessNameControlTxt |
| Phone | 3308672490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DR | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MADELINE BERLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3308672490 | PhoneNum |
| Signature | 2015-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD C FEDOROVICH | PreparerPersonNm |
| PTIN | P00403148 | PTIN |
| Phone | 3307629785 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,566,088 | 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 | $1,074,543 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,650 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,650 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $254,747 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $254,747 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,698 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,531 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $899 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,413,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $323,994 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $67,542 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,754 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,796 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,944 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,958 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,896 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775,008 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,008 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $889,815 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,896 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $775,008 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $523,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $305,098 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,335,787 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,024,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,024,440 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,382,877 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,541,648 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,541,648 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,246 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,720,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,566,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,566,088 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $248 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $248 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,720,910 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,565,840 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,720,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,565,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,720,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,566,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,720,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $523,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $321,821 | OtherIncreasesAmt |
| Subtotal | $11,566,085 | SubtotalAmt |
| Other Decreases | $245 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,565,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN FROM LANDMARK EQUITY PARTNERS | P | 2013-11-01 | 2014-10-31 | $455 | $455 | $455 |
| CAPITAL GAIN FROM LANDMARK EQUITY PARTNERS | P | 2013-01-01 | 2014-10-31 | $593 | $593 | $593 |
| CAPITAL GAINS DIVIDENDS | P | $39,650 | $39,650 | $39,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,698 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $736,361 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,731,235 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.075670 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $561,451 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,528,576 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065832 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $540,701 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,811,008 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069223 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $546,738 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,038,580 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077677 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $604,672 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,721,001 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105693 | DistributionYr5Rt |
| Total Distribution | 0.394095 | TotalDistributionRt |
| Average Distribution | 0.078819 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,058,780 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $871,642 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,051 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $874,693 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $775,008 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,102 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,102 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,102 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,898 | OverpaymentAmt |
| Applied To ES Tax | $7,898 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JUDI ROMAN | IndividualWithBooksNm |
| Phone | 3308672490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MADELINE BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ROBIN BERLIN KANE | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | VICE PRESIDENT | 40.00 | $67,542 | $0 | $0 |
| ROBERT BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | ASSISTANT SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,984,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,242,415 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,227,188 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,227,188 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,058,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $552,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $552,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,102 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,102 | TotalTaxAmt |
| Distributable Before Adj | $546,837 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $546,837 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $546,837 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $775,008 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $775,008 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $775,008 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $546,837 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $319,068 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $195,636 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $155,536 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $143,337 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $263,703 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,077,280 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $775,008 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $546,837 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $228,171 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,305,451 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $319,068 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $986,383 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $195,636 | ExcessFromYear4Amt |
| Excess From Year3 | $155,536 | ExcessFromYear3Amt |
| Excess From Year2 | $143,337 | ExcessFromYear2Amt |
| Excess From Year1 | $263,703 | ExcessFromYear1Amt |
| Excess From Current Year | $228,171 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBIN BERLIN KANE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3308672490 | RecipientPhoneNum |
| Form And Info And Materials | NARRATIVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AGAPE | ||||||||
| 3800 VAUGHN ROAD | MONTGOMERY | AL | 36106 | NONE | PC | COMMUNITY SERVICE | $100 | |
| AKRON ART MUSEUM | ||||||||
| ONE SOUTH HIGH | AKRON | OH | 44308 | NONE | PC | ARTS | $1,000 | |
| AKRON CHILDREN'S HOSPITAL - MAHONING VALLEY | ||||||||
| 6505 MARKET STREET BLDG C | BOARDMAN | OH | 44512 | NONE | PC | SERVICES | $1,000 | |
| AKRON CHILDREN'S HOSPITAL | ||||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | NONE | PC | PROMISE CAMPAIGN | $83,333 | |
| AKRON-CANTON REGIONAL FOOD BANK | ||||||||
| PO BOX 1580 | AKRON | OH | 44309 | NONE | PC | COMMUNITY SERVICE | $500 | |
| BOYS HOPE GIRLS HOPE | ||||||||
| 9619 GARFIELD BLVD | GARFIELD HEIGHTS | OH | 44125 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| CAMILLUS HEALTH CONCERN INC | ||||||||
| ATTN SHED BOREN 336 NW 5TH STREET | MIAMI | FL | 33128 | NONE | PC | ASSISTANCE | $75,000 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| 34TH STREET AND CIVIC CENTER ROAD | PHILADELPHIA | PA | 19104 | NONE | PC | HEALTH & WELLNESS | $500 | |
| CITY OF AKRON HOLOCAUST MEMORIAL TRUST | ||||||||
| 166 S HIGH STREET RM 200 | AKRON | OH | 44308 | NONE | PC | EDUCATION | $500 | |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | ||||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 44115 | NONE | PC | HEALTH CARE | $5,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 125 SOUTH THIRD STREET | WILMINGTON | NC | 28401 | NONE | PC | MEMORIAL | $100 | |
| FISHER ISLAND PHILANTHROPIC FUND | ||||||||
| 3250 SW THIRD AVE | MIAMI | FL | 33129 | NONE | PC | COMMUNITY SERVICE | $70,000 | |
| FLAT ROCK HOMES | ||||||||
| 7533 CO RD 29 PO BOX 1 | FLAT ROCK | OH | 44828 | NONE | PC | MENTAL RETARDATION | $2,500 | |
| FRACTURED ATLAS | ||||||||
| 248 WEST 35TH ST 10TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | ARTS - LIFE CUBE SCHOLARSHIP | $10,000 | |
| FROST MUSEUM OF SCIENCE | ||||||||
| 3280 SOUTH MIAMI AVENUE | MIAMI | FL | 33129 | NONE | PC | SCIENCE EDUCATION | $1,000 | |
| GIRLS ON THE RUN | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | COMMUNITY SERVICE | $1,500 | |
| GIRLS WRITE NOW INC | ||||||||
| 247 W 37TH STREET STE 1800 | NEW YORK | NY | 10018 | NONE | PC | ARTS | $1,000 | |
| HELP MALAWI | ||||||||
| 147 BELL STREET SUITE 303 | CHAGRIN FALLS | OH | 44022 | NONE | PC | COMMUNITY SERVICE | $5,000 | |
| HELP MALAWI | ||||||||
| C/O RAVENCREST PRIVATE RESERVES | PEPPER PIKE | OH | 44124 | NONE | PC | COMMUNITY SERVICE | $1,500 | BENEFIT 30799 PINETREE ROAD |
| HIRAM HOUSE | ||||||||
| 33775 HIRAM TRAIL | CHAGRIN FALLS | OH | 44022 | NONE | PC | CAMPERSHIP PROGRAM | $1,500 | |
| HOSPICE OF VISITING NURSE SERVICE | ||||||||
| 3358 RIDGEWOOD ROAD | FAIRLAWN | OH | 44333 | NONE | PC | PALLIATIVE CARE | $100 | |
| JEWISH COMMUNITY BOARD OF AKRON | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | JEWISH COMMUNITY ASSISTANCE | $200,000 | |
| JEWISH WOMEN'S ENDOWMENT FUND | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | COMMUNITY SERVICE | $600 | |
| LEV LALEV | ||||||||
| PO BOX 1210 | MONSEY | NY | 10952 | NONE | PC | JEWISH COMMUNITY | $1,000 | |
| MIAMI MUSIC PROJECT | ||||||||
| 2125 BISCAYNE BLVD STE 215 | MIAMI | FL | 33137 | NONE | PC | ARTS | $1,000 | |
| MICHAEL J FOX FOUNDATION | ||||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | NONE | PC | PARKINSON'S RESEARCH | $500 | |
| MT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | PC | EQUIPMENT | $25 | |
| MT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | PC | FOUNDER'S CLUB | $5,000 | |
| OHIO FOUNDATION OF INDEPENDENT COLLEGES | ||||||||
| 250 E BROAD ST STE 1700 | COLUMBUS | OH | 432153722 | NONE | PC | PROGRAMS AND SCHOLARSHIPS | $550 | |
| PAN MASS CHALLENGE | ||||||||
| 50 GREEN PARK | NEWTON | MA | 02458 | NONE | PC | RESEARCH | $1,000 | |
| PEARLMAN MUSIC PROGRAM | ||||||||
| 19 WEST 69TH STREET STE 304 | NEW YORK | NY | 10023 | NONE | PC | ARTS | $500 | |
| PEREZ ART MUSEUM | ||||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33130 | NONE | PC | ARTS | $6,200 | |
| PREGNANCY CARE | ||||||||
| 195 E TALLMADGE AVE | AKRON | OH | 44310 | NONE | PC | COMMUNITY SERVICE | $3,000 | |
| REVERE ROAD SYNAGOGUE | ||||||||
| 646 N REVERE RD | AKRON | OH | 44333 | NONE | PC | JEWISH COMMUNITY | $26,800 | |
| ROTOPLAST INTERNATIONAL | ||||||||
| 3317 26TH STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | PUBLIC HEALTH SERVICES | $500 | |
| SHAW JEWISH COMMUNITY CENTER | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PC | COMMUNITY SERVICE | $6,500 | |
| STEWART'S CARING PLACE | ||||||||
| 2955 W MARKET ST STE R | AKRON | OH | 44333 | NONE | PC | CANCER SUPPORT | $5,000 | |
| SUMMA HEALTH SYSTEM - PALLIATIVE CARE & HOSPICE | ||||||||
| 535 E MARKET STREET | AKRON | OH | 44304 | NONE | PC | PALLIATIVE CARE & HOSPICE UNIT | $200 | |
| SUMMA HEALTH SYSTEM | ||||||||
| PO BOX 2090 | AKRON | OH | 44309 | NONE | PC | HEALTH CARE | $25,000 | |
| SUSAN G KOMEN 3-DAY | ||||||||
| 732 DELAWARE AVENUE | AKRON | OH | 44303 | NONE | PC | RESEARCH | $2,000 | |
| TEMPLE ISRAEL | ||||||||
| 133 MERRIMAN RD | AKRON | OH | 44303 | NONE | PC | JEWISH COMMUNITY | $30,000 | |
| THE AMERICAN COMMITTEE WEIZMANN INSTITUE | ||||||||
| WEIZMANN INSTITUTE OF SCIENCE - 130 | NEW YORK | NY | 10022 | NONE | PC | CANCER RESEARCH | $50,000 | EAST 59TH ST |
| THE AMERICAN HEART ASSOCIATION | ||||||||
| C/O TOM LUCK LUCKY SHOES 2685 W | FAIRLAWN | OH | 44333 | NONE | PC | RESEARCH & EDUCATION | $500 | MARKET STREET |
| THE GATHERING PLACE | ||||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | NONE | PC | ANNUAL FUND, HEALTH & WELLNESS | $60,000 | |
| THEATRE ASPEN | ||||||||
| 110 E HALLAM ST STE 103 | ASPEN | CO | 81611 | NONE | PC | ARTS | $1,500 | |
| UNITED WAY OF SUMMIT COUNTY | ||||||||
| 90 N PROSPECT ST | AKRON | OH | 443091260 | NONE | PC | COMMUNITY SERVICE | $80,000 | |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 440229972 | NONE | PC | ANNUAL FUND | $1,000 | |
| WAYSIDE WAIFS | ||||||||
| 3901 MARTHA TRUMAN ROAD | KANSAS CITY | MO | 64137 | NONE | PC | ANIMAL SHELTER | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $775,008 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,650 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $254,747 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,698 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OHIO REFUND OF WITHHOLDING TAX OVERPAYMENT | 01 | $17 |
| CITIGROUP SECURITIES LITIGATION SETTLEMENT | 01 | $14,612 |
| LANDMARK EQUITY PARTNERS TAX EXEMPT INCOME | 01 | $3 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $338,626 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $338,626 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 | JAMES BERLIN CHARITABLE LEAD ANNUIT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,074,543 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MORGAN STANLEY INVESTMENTS | FMV | $9,265,948 | $9,265,948 |
| LANDMARK PARTNERS INVESTMENT | FMV | $215,496 | $215,496 |
| STRATEGIC PARTNERS INVESTMENT | FMV | $60,204 | $60,204 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXPENSES | Desc |
| BOY Book Value | $2,246 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| BOOK TO TAX DIFFERENCE - LANDMARK EQUITY INVESTMENT | $167 |
| BOOK TO TAX DIFFERENCE - STRATEGIC PARTNERS INVESTMENT | $78 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $300 | $0 | $0 |
| INSURANCE | $8,375 | $0 | $0 |
| WORKERS COMPENSATION | $224 | $0 | $0 |
| POSTAGE & DELIVERY | $59 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE (K-1) | $1,324 | $1,324 | $0 |
| OTHER INVESTMENT EXPENSES (K-1) | $10,634 | $10,634 | $0 |
| NONDEDUCTIBLE EXPENSES (K-1) | $28 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PASS-THROUGH ENTITIES | $899 | $899 | $899 |
| OHIO REFUND OF WITHHOLDING TAX OVERPAYMENT | $17 | $17 | |
| CITIGROUP SECURITIES LITIGATION SETTLEMENT | $14,612 | $14,612 | |
| LANDMARK EQUITY PARTNERS TAX EXEMPT INCOME | $3 | $3 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN (LOSS) | Description |
| Amount | $321,821 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES & FILING FEES | $261 | $0 | $0 |
| PAYROLL TAXES | $5,122 | $0 | $0 |
| FEDERAL TAXES | $19,404 | $0 | $0 |
| FOREIGN TAX PAID | $9 | $9 | $0 |
Comments