R AND M FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- R AND M FOUNDATION (EIN 34-7022152)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201511319349100846
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T11:59:00-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341903609 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHROEDEL SCULLIN & BESTIC LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 196 NORTH BROAD STREET | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 347022152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R AND M FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O AMY P FRIEDRICH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAND | BusinessNameControlTxt |
| Phone | 3307571857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8662 RAINTREE RUN | AddressLine1Txt |
| City | POLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY P FRIEDRICH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3307571857 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A O'NEIL CPA | PreparerPersonNm |
| PTIN | P00093050 | PTIN |
| Phone | 3305331131 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,063,993 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,816 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,816 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,180 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $356,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,180 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $107,996 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,996 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,402 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $645 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,736 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,736 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,738 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,615 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,290 | CashBOYAmt |
| Cash EOY | $79,354 | CashEOYAmt |
| Cash EOYFMV | $79,354 | CashEOYFMVAmt |
| Corporate Stock BOY | $797,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $795,871 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $984,589 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $48 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $829,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $875,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,063,993 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $829,018 | RetainedEarningBOYAmt |
| Retained Earning EOY | $875,276 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $829,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $875,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $829,018 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $875,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $829,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,258 | ExcessRevenueOverExpensesAmt |
| Subtotal | $875,276 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $875,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 11 SH. AMN ELEC POWER CO | P | 2013-11-12 | 2014-09-08 | $589 | $523 | $66 | $66 |
| 5 SH. LOCKHEED MARTIN CORP | P | 2014-01-13 | 2014-09-08 | $876 | $763 | $113 | $113 |
| 157 SH. CALIFORNIA RESOURCES | P | 2013-02-04 | 2014-12-04 | $1,067 | $1,203 | -$136 | -$136 |
| 147 SH. JPMORGAN CHASE & CO | P | 2012-10-19 | 2014-12-31 | $9,275 | $6,284 | $2,991 | $2,991 |
| 45 SH. PACCAR INC | P | 2012-02-16 | 2014-12-31 | $3,100 | $2,043 | $1,057 | $1,057 |
| 7 SH. ANHEUSER-BUSCH INBEV ADR | P | 2014-06-20 | 2014-09-08 | $784 | $812 | -$28 | -$28 |
| 73 SH. LOCKHEED MARTIN CORP | P | 2014-01-13 | 2014-10-16 | $12,688 | $11,136 | $1,552 | $1,552 |
| 8 SH. CALIFORNIA RESOURCES | P | 2013-04-16 | 2014-12-04 | $54 | $57 | -$3 | -$3 |
| 8 SH. KIMBERLY CLARK | P | 2011-06-21 | 2014-09-08 | $858 | $535 | $323 | $323 |
| 5 SH. PHILIP MORRIS INTL INC | P | 2011-06-21 | 2014-09-08 | $422 | $340 | $82 | $82 |
| 20 SH. ANHEUSER-BUSCH INBEV ADR | P | 2014-06-20 | 2014-12-31 | $2,257 | $2,319 | -$62 | -$62 |
| 1 SH. LOCKHEED MARTIN CORP | P | 2014-01-13 | 2014-12-31 | $195 | $153 | $42 | $42 |
| 6 SH. CHEVRON CORP | P | 2011-06-21 | 2014-09-08 | $758 | $611 | $147 | $147 |
| 62 SH. KIMBERLY CLARK | P | 2011-06-21 | 2014-12-31 | $7,242 | $3,974 | $3,268 | $3,268 |
| 3 SH. PHILIP MORRIS INTL INC | P | 2011-06-21 | 2014-12-31 | $246 | $204 | $42 | $42 |
| 10 SH. AUTOMATIC DATA PROC | P | 2013-11-19 | 2014-09-08 | $841 | $797 | $44 | $44 |
| 587 SH. EATON CORP PLC | P | 2012-12-04 | 2014-01-13 | $43,990 | $30,101 | $13,889 | $13,889 |
| 6 SH. CHEVRON CORP | P | 2013-01-16 | 2014-09-10 | $742 | $683 | $59 | $59 |
| 10 SH. KRAFT FOODS GROUP INC | P | 2011-06-21 | 2014-09-08 | $583 | $367 | $216 | $216 |
| 19 SH. SPECTRA ENERGY CORP | P | 2011-06-21 | 2014-09-08 | $799 | $518 | $281 | $281 |
| 5 SH. BP PLC SPON ADR | P | 2014-09-10 | 2014-12-31 | $190 | $190 | ||
| 17 SH. AT&T INC | P | 2011-06-21 | 2014-09-08 | $594 | $529 | $65 | $65 |
| 298 SH. CHEVRON CORP | P | 2011-06-21 | 2014-09-10 | $36,871 | $30,347 | $6,524 | $6,524 |
| 98 SH. KRAFT FOODS GROUP INC | P | 2011-06-21 | 2014-12-31 | $6,182 | $3,593 | $2,589 | $2,589 |
| 67 SH. SPECTRA ENERGY CORP | P | 2011-06-21 | 2014-12-31 | $2,463 | $1,828 | $635 | $635 |
| 172 SH. CDK GLOBAL INC SHS | P | 2013-11-19 | 2014-10-03 | $5,085 | $5,198 | -$113 | -$113 |
| 128 SH. ABBVIE INC SHS | P | 2011-06-21 | 2014-01-16 | $6,416 | $3,480 | $2,936 | $2,936 |
| 1192 SH. CONAGRA FOODS INC | P | 2012-12-12 | 2014-06-20 | $34,462 | $35,967 | -$1,505 | -$1,505 |
| 9 SH. MCDONALDS CORP COM | P | 2011-06-21 | 2014-09-08 | $831 | $745 | $86 | $86 |
| 11 SH. THOMSON REUTERS CORP | P | 2013-03-15 | 2014-09-08 | $418 | $356 | $62 | $62 |
| 0 SH. CDK GLOBAL INC SHS | P | 2013-11-19 | 2014-10-10 | $9 | $10 | -$1 | -$1 |
| 14 SH. ABBVIE INC SHS | P | 2011-06-21 | 2014-09-08 | $780 | $381 | $399 | $399 |
| 6 SH. DU PONT E I DE NEMOURS | P | 2012-10-03 | 2014-09-08 | $395 | $296 | $99 | $99 |
| 12 SH. MCDONALDS CORP COM | P | 2011-06-21 | 2014-12-31 | $1,132 | $994 | $138 | $138 |
| 153 SH. THOMSON REUTERS CORP | P | 2013-03-15 | 2014-12-31 | $6,187 | $4,948 | $1,239 | $1,239 |
| 15 SH. CALIFORNIA RESOURCES | P | 2014-10-16 | 2014-12-04 | $102 | $109 | -$7 | -$7 |
| 33 SH. ABBVIE INC SHS | P | 2011-06-21 | 2014-12-31 | $2,190 | $897 | $1,293 | $1,293 |
| 50 SH. DU PONT E I DE NEMOURS | P | 2012-10-03 | 2014-12-31 | $3,730 | $2,467 | $1,263 | $1,263 |
| 71 SH. NEXTERA ENERGY INC SHS | P | 2011-06-21 | 2014-04-16 | $6,919 | $4,036 | $2,883 | $2,883 |
| 79 SH. TORONTO DOMINION BANK | P | 2011-06-21 | 2014-07-16 | $4,061 | $3,262 | $799 | $799 |
| 20 SH. CHEVRON CORP | P | 2014-04-16 | 2014-09-10 | $2,475 | $2,430 | $45 | $45 |
| 9 SH. ALTRIA GROUP INC | P | 2011-06-21 | 2014-09-08 | $391 | $245 | $146 | $146 |
| 31 SH. GENERAL ELECTRIC | P | 2012-10-02 | 2014-09-08 | $813 | $712 | $101 | $101 |
| 8 SH. NEXTERA ENERGY INC SHS | P | 2011-06-21 | 2014-09-08 | $781 | $455 | $326 | $326 |
| 11 SH. TORONTO DOMINION BANK | P | 2011-06-21 | 2014-09-08 | $578 | $454 | $124 | $124 |
| 12 SH. DIGITAL RLTY TR INC | P | 2013-11-13 | 2014-09-08 | $809 | $557 | $252 | $252 |
| 55 SH. ALTRIA GROUP INC | P | 2011-06-21 | 2014-12-31 | $2,723 | $1,496 | $1,227 | $1,227 |
| 524 SH. GLAXOSMITHKLINE PLC ADR | P | 2013-11-01 | 2014-12-10 | $22,715 | $27,667 | -$4,952 | -$4,952 |
| 96 SH. NEXTERA ENERGY INC SHS | P | 2013-06-28 | 2014-12-18 | $10,083 | $7,796 | $2,287 | $2,287 |
| 11 SH. TORONTO DOMINION BANK | P | 2011-06-21 | 2014-12-31 | $524 | $454 | $70 | $70 |
| 17 SH. GLAXOSMITHKLINE PLC ADR | P | 2013-11-01 | 2014-09-08 | $790 | $898 | -$108 | -$108 |
| 8 SH. AUTOMATIC DATA PROC | P | 2013-11-19 | 2014-12-31 | $675 | $557 | $118 | $118 |
| 52 SH. HALYARD HEALTH INC SHS | P | 2011-06-21 | 2014-11-07 | $1,940 | $1,155 | $785 | $785 |
| 308 SH. NEXTERA ENERGY INC SHS | P | 2011-06-21 | 2014-12-18 | $32,349 | $17,508 | $14,841 | $14,841 |
| 12 SH. VENTAS INC | P | 2011-06-21 | 2014-09-08 | $788 | $644 | $144 | $144 |
| 164 SH. GLAXOSMITHKLINE PLC ADR | P | 2013-11-01 | 2014-09-09 | $7,659 | $8,659 | -$1,000 | -$1,000 |
| 13 SH. BCE INC | P | 2011-06-21 | 2014-09-08 | $586 | $509 | $77 | $77 |
| 124 SH. INTEL CORP | P | 2011-06-21 | 2014-07-16 | $4,128 | $2,683 | $1,445 | $1,445 |
| 8 SH. OCCIDENTAL PETE CORP CAL | P | 2013-02-04 | 2014-09-08 | $790 | $704 | $86 | $86 |
| 16 SH. VERIZON COMMUNICATNS COM | P | 2011-06-21 | 2014-09-08 | $792 | $576 | $216 | $216 |
| 347 SH. GLAXOSMITHKLINE PLC ADR | P | 2014-10-16 | 2014-12-10 | $15,042 | $15,532 | -$490 | -$490 |
| 14 SH. BCE INC | P | 2011-06-21 | 2014-12-31 | $643 | $548 | $95 | $95 |
| 23 SH. INTEL CORP | P | 2011-06-21 | 2014-09-08 | $812 | $498 | $314 | $314 |
| 17 SH. PPL CORPORATION | P | 2013-06-28 | 2014-09-08 | $574 | $514 | $60 | $60 |
| 3 SH. VERIZON COMMUNICATNS COM | P | 2011-06-21 | 2014-12-31 | $141 | $108 | $33 | $33 |
| 9 SH. ELI LILLY & CO | P | 2014-06-20 | 2014-09-08 | $585 | $553 | $32 | $32 |
| 126 SH. BRISTOL-MYERS SQUIBB CO | P | 2012-12-12 | 2014-01-16 | $6,831 | $4,206 | $2,625 | $2,625 |
| 39 SH. INTEL CORP | P | 2011-06-21 | 2014-12-31 | $1,430 | $844 | $586 | $586 |
| 60 SH. PPL CORPORATION | P | 2013-06-28 | 2014-12-31 | $2,209 | $1,814 | $395 | $395 |
| 0 SH. CALIFORNIA RESOURCES | P | 2014-12-10 | 2014-12-10 | $2 | $2 | $2 | |
| 27 SH. ELI LILLY & CO | P | 2014-06-20 | 2014-12-31 | $1,889 | $1,658 | $231 | $231 |
| 538 SH. BRISTOL-MYERS SQUIBB CO | P | 2012-12-12 | 2014-06-20 | $25,671 | $17,629 | $8,042 | $8,042 |
| 10 SH. JPMORGAN CHASE & CO | P | 2012-10-19 | 2014-09-08 | $600 | $427 | $173 | $173 |
| 13 SH. PACCAR INC | P | 2012-02-16 | 2014-09-08 | $796 | $590 | $206 | $206 |
| 0 SH. HALYARD HEALTH INC SHS | P | 2014-11-12 | 2014-11-12 | $5 | $5 | $5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,180 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $575 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,695 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $964,056 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043250 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,720 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $863,155 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042542 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,806 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $812,028 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049020 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,938 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $779,779 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047370 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,896 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $722,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056587 | DistributionYr5Rt |
| Total Distribution | 0.238769 | TotalDistributionRt |
| Average Distribution | 0.047754 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,029,448 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,160 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $946 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,892 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,892 | SubtotalAmt |
| Tax Based On Investment Income | $1,892 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,260 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,260 | TotalPaymentsAndCreditsAmt |
| Tax Due | $632 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | AMY P FRIEDRICH | IndividualWithBooksNm |
| Phone | 3307571857 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8662 RAINTREE RUN | AddressLine1Txt |
| City | POLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44514 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARIE SCHOMER PETERSON | ||||||||
| 1364 MOONMIST DR | SARASOTA | FL | 34242 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| PAMELA P ELLIOT | ||||||||
| 100 RINGS END RD | DARIEN | CT | 06820 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMY P FRIEDRICH | ||||||||
| 8662 RAINTREE RUN | POLAND | OH | 44514 | TRUSTEE | 0.50 | $0 | $0 | $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 | THE TAXPAYER DOES NOT HAVE ANY DIRECT CHARITABLE ACTIVITIES. ALL GRANTS ARE MADE TO OTHER ORGANIZATIONS TO ASSIST THEM IN CONDUCTING THEIR DIRECT CHARITABLE ACTIVITIES. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,018,774 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,351 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,045,125 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,045,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,677 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,029,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,892 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,892 | TotalTaxAmt |
| Distributable Before Adj | $49,580 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $49,580 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $49,580 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $46,600 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $46,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,545 | UndistributedIncomePYAmt |
| Qualifying Distributions | $46,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,545 | AppliedToYear1Amt |
| Applied To Current Year | $2,055 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $47,525 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | SEE ATTACHED | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $44,600 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,816 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $72,180 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $107,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,996 | 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 PREPARATION FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 733 SHRS ABBVIE INC | $23,128 | $47,937 |
| 550 ADP | $38,452 | $45,845 |
| 429 SHRS ALTRIA GROUP | $11,671 | $21,124 |
| 380 SHRS AMN ELEC POWER | $18,084 | $23,074 |
| 349 SHRS ANHEUSER-BUSCH INBEV ADR | $40,411 | $39,189 |
| 470 SHRS ASTRAZENECA PLC SPND ADR | $34,617 | $33,080 |
| 771 SHRS AT & T | $24,088 | $25,898 |
| 654 SHRS BCE, INC | $25,884 | $29,991 |
| 893 SHRS BP PLC | $41,221 | $34,041 |
| 664 SHRS BRISTOL-MYERS SQUIBB | ||
| 310 SHRS CHEVRON | ||
| 1,192 SHRS CONAGRA FOODS INC | ||
| 318 SHRS DIGITAL RLTY TR INC | $16,183 | $21,083 |
| 566 SHRS DOMINION RES INC NEW | $42,471 | $43,525 |
| 314 SHRS DU PONT E I DE NEMOURS | $15,489 | $23,184 |
| 587 SHRS EATON GROUP PLC | ||
| 497 SHRS ELI LILLY & CO | $30,526 | $34,262 |
| 1,505 SHRS GENERAL ELECTRIC | $34,418 | $38,031 |
| 705 SHRS GLAXOSMITHKLINE PLC ADR | ||
| 1,258 SHRS INTEL CORP | $28,054 | $45,638 |
| 544 SHRS JPMORGAN CHASE & CO | $23,255 | $33,968 |
| 372 SHRS KIMBERLY CLARK | $24,680 | $42,902 |
| 516 SHRS KRAFT FOODS | $22,623 | $32,291 |
| 220 SHRS LOCKHEED MARTIN CORP | $33,561 | $42,363 |
| 376 SHRS MCDONALD'S CORP | $32,775 | $35,225 |
| 483 SHRS NEXTRA ENERGY | ||
| 451 SHRS OCCIDENTIAL PETE CORP | $38,018 | $36,355 |
| 642 SHRS PACCAR INC | $27,388 | $43,623 |
| 208 SHRS PHILIP MORRIS INTL | $14,579 | $16,940 |
| 906 SHRS PPL CORP | $27,399 | $32,886 |
| 1,029 SHRS SPECTRA ENERGY CORP | $28,168 | $37,322 |
| 541 SHRS THOMAS REUTERS CORP | $17,497 | $21,809 |
| 589 SHRS TORONTO DOMINION BANK | $24,296 | $28,144 |
| 543 SHRS VENTAS INC | $29,144 | $38,933 |
| 768 SHRS VERIZON COMMUNICATIONS | $27,791 | $35,926 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 5 SHRS HARTFORD FLOATING RATE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $51 | BookValueAmt |
| EOYFMV | $50 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $12,721 | $12,721 |
| INVESTMENT FEES | $15 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $645 | $645 |
| FEDERAL TAX ON INVESTMENT INCOME | $1,757 |
Comments