RICHARD A BARONE CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD A BARONE CHARITABLE FOUNDATION (EIN 80-0306290)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201511349349102201
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T12:31:56-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200066212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREFOCAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24610 DETROIT ROAD SUITE 150 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441452543 | 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 | 800306290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD A BARONE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2168254000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 AUBURN DRIVE | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 300 | AddressLine2Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A BARONE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2168254000 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES T GUZOWSKI CPA | PreparerPersonNm |
| PTIN | P00324727 | PTIN |
| Phone | 4403489200 | PhoneNum |
| Preparation | 2015-05-14 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,920,661 | 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 | $500,575 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,981 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,981 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,246 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,246 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $801,725 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $313,947 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,179 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,179 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $603,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $388,353 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,757 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $10,699 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $16,795 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,466 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,780 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $43,717 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $174,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $429,352 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $363,573 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,072 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,072 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $3,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $608,793 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,024,441 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,049,220 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $798,682 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,795 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $758,861 | LandBOYAmt |
| Land EOY | $781,887 | LandEOYAmt |
| Land EOYFMV | $798,682 | LandEOYFMVAmt |
| Other Assets BOY | $3,958 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,687 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,687 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,474,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,879,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,920,661 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $105 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $105 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,474,410 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,878,982 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,474,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,878,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,474,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,879,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,474,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $429,352 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,903,762 | SubtotalAmt |
| Other Decreases | $24,780 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,878,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCOTTS LIQUID GOLD | D | 2008-07-07 | 2014-01-07 | $1,235 | $600 | $635 | $635 |
| PREFERRED PLUS TR SER VER | P | 2011-04-27 | 2014-04-04 | $13,650 | $14,170 | -$520 | -$520 |
| SCOTTS LIQUID GOLD | D | 2012-10-22 | 2014-06-25 | $13,855 | $2,523 | $11,332 | $11,332 |
| SCOTTS LIQUID GOLD | D | 2012-10-23 | 2014-08-11 | $36,294 | $6,603 | $29,691 | $29,691 |
| SCOTTS LIQUID GOLD | D | 2012-10-24 | 2014-11-18 | $4,845 | $600 | $4,245 | $4,245 |
| STRATS TR FOR WAL STORES | P | 2010-11-04 | 2014-01-08 | $9,145 | $9,497 | -$352 | -$352 |
| SCOTTS LIQUID GOLD | D | 2012-10-18 | 2014-04-08 | $3,649 | $770 | $2,879 | $2,879 |
| SCOTTS LIQUID GOLD | D | 2012-10-23 | 2014-06-26 | $3,445 | $600 | $2,845 | $2,845 |
| STRATS TR FOR P&G | P | 2011-07-28 | 2014-08-27 | $6,506 | $6,456 | $50 | $50 |
| SCOTTS LIQUID GOLD | D | 2012-10-24 | 2014-12-03 | $7,574 | $989 | $6,585 | $6,585 |
| ANNALY CAP MGMT INC | P | 2014-01-09 | 2014-01-17 | $20,370 | $20,005 | $365 | $365 |
| SCOTTS LIQUID GOLD | D | 2012-10-18 | 2014-04-14 | $8,946 | $1,801 | $7,145 | $7,145 |
| PUBLIC STORAGE DEP S HS REPSTG | P | 2013-01-29 | 2014-06-30 | $33,299 | $37,250 | -$3,951 | -$3,951 |
| STRATS TR FOR P&G | P | 2011-08-08 | 2014-08-27 | $7,476 | $7,164 | $312 | $312 |
| SCOTTS LIQUID GOLD | D | 2012-10-24 | 2014-12-11 | $2,665 | $360 | $2,305 | $2,305 |
| FIFTH ST FIN CORP CO | P | 2014-01-07 | 2014-01-21 | $18,868 | $18,474 | $394 | $394 |
| STRATS TR FOR P&G | P | 2011-01-04 | 2014-04-24 | $658 | $673 | -$15 | -$15 |
| SCOTTS LIQUID GOLD | D | 2012-10-23 | 2014-07-01 | $2,115 | $369 | $1,746 | $1,746 |
| STRATS TR FOR P&G | P | 2011-08-10 | 2014-08-27 | $9,653 | $9,125 | $528 | $528 |
| SCOTTS LIQUID GOLD | D | 2012-10-24 | 2014-12-16 | $1,795 | $240 | $1,555 | $1,555 |
| SCOTTS LIQUID GOLD | D | 2008-07-07 | 2014-01-30 | $2,995 | $1,500 | $1,495 | $1,495 |
| STRATS TR FOR P&G | P | 2011-07-26 | 2014-04-24 | $1,880 | $1,940 | -$60 | -$60 |
| SCOTTS LIQUID GOLD | D | 2012-10-23 | 2014-07-02 | $1,308 | $232 | $1,076 | $1,076 |
| STRATS TR FOR P&G | P | 2011-09-19 | 2014-08-27 | $3,186 | $2,884 | $302 | $302 |
| SCOTTS LIQUID GOLD | D | 2012-10-24 | 2014-12-19 | $6,365 | $840 | $5,525 | $5,525 |
| STRATS TR FOR WAL STORES | P | 2010-11-04 | 2014-02-03 | $9,332 | $9,497 | -$165 | -$165 |
| STRATS TR FOR P&G | P | 2011-07-28 | 2014-04-24 | $2,650 | $2,701 | -$51 | -$51 |
| SCOTTS LIQUID GOLD | D | 2012-10-23 | 2014-07-07 | $6,945 | $1,201 | $5,744 | $5,744 |
| STRATS TR FOR P&G | P | 2011-09-19 | 2014-08-27 | $251 | $232 | $19 | $19 |
| SCOTTS LIQUID GOLD | D | 2012-10-24 | 2014-12-22 | $1,855 | $240 | $1,615 | $1,615 |
| STRATS TR FOR WAL STORES | P | 2010-11-05 | 2014-02-03 | $9,332 | $9,500 | -$168 | -$168 |
| STRATS TR FOR PROCTER & GAMBLE | P | 2010-12-01 | 2014-04-24 | $20,676 | $20,904 | -$228 | -$228 |
| SCOTTS LIQUID GOLD | D | 2012-10-23 | 2014-07-08 | $3,545 | $600 | $2,945 | $2,945 |
| PREFERRED PLUS TR SER VER | P | 2011-04-27 | 2014-09-29 | $11,350 | $11,783 | -$433 | -$433 |
| SCOTTS LIQUID GOLD | D | 2012-10-24 | 2014-12-29 | $2,218 | $281 | $1,937 | $1,937 |
| PREFERRED PLUS TR SER VER | P | 2011-04-27 | 2014-02-12 | $11,335 | $11,264 | $71 | $71 |
| SCOTTS LIQUID GOLD | D | 2012-10-18 | 2014-05-06 | $5,895 | $1,201 | $4,694 | $4,694 |
| STRATS TR FOR P&G | P | 2011-07-28 | 2014-07-15 | $6,158 | $6,168 | -$10 | -$10 |
| SCOTTS LIQUID GOLD | D | 2012-10-23 | 2014-09-29 | $931 | $144 | $787 | $787 |
| MFS MULTIMARKET INCOME TRUST SHS | P | 2014-07-22 | 2014-12-31 | $64,715 | $65,405 | -$690 | -$690 |
| SCOTTS LIQUID GOLD | D | 2012-10-18 | 2014-02-19 | $8,121 | $1,561 | $6,560 | $6,560 |
| COMMONWEALTH REIT 6.5 PFD | D | 2014-05-07 | 2014-05-07 | $25,985 | $9,172 | $16,813 | $16,813 |
| MADISON COVERED CALL & EQUITY | P | 2012-10-10 | 2014-07-16 | $2,657 | $2,319 | $338 | $338 |
| SCOTTS LIQUID GOLD | D | 2012-10-23 | 2014-10-02 | $1,575 | $240 | $1,335 | $1,335 |
| SCOTTS LIQUID GOLD | D | 2008-07-07 | 2014-02-19 | $1,874 | $900 | $974 | $974 |
| COMMONWEATH REIL 6.5 PFD | D | 2014-05-07 | 2014-05-08 | $157,282 | $55,034 | $102,248 | $102,248 |
| MADISON COVERED CALL & EQUITY | P | 2012-10-10 | 2014-07-16 | $868 | $796 | $72 | $72 |
| WINTHROP RLTY TR PFD | P | 2011-12-16 | 2014-10-22 | $37,500 | $38,105 | -$605 | -$605 |
| SCOTTS LIQUID GOLD | D | 2012-10-18 | 2014-02-27 | $1,975 | $360 | $1,615 | $1,615 |
| SCOTTS LIQUID GOLD | D | 2012-10-19 | 2014-05-13 | $16,535 | $3,005 | $13,530 | $13,530 |
| MADISON COVERED CALL & EQUITY | P | 2011-06-10 | 2014-07-16 | $5,331 | $4,945 | $386 | $386 |
| SCOTTS LIQUID GOLD | D | 2012-10-23 | 2014-10-27 | $3,995 | $600 | $3,395 | $3,395 |
| SCOTTS LIQUID GOLD | D | 2012-10-18 | 2014-02-27 | $655 | $120 | $535 | $535 |
| FULL CIRCLE CAP CORP NT 8.25% | P | 2013-07-17 | 2014-05-20 | $36,199 | $34,320 | $1,879 | $1,879 |
| MADISON COVERED CALL & EQUITY | P | 2011-08-04 | 2014-07-16 | $17,712 | $15,645 | $2,067 | $2,067 |
| SCOTTS LIQUID GOLD | D | 2012-10-23 | 2014-11-10 | $3,559 | $528 | $3,031 | $3,031 |
| SCOTTS LIQUID GOLD | D | 2012-10-18 | 2014-03-07 | $22,668 | $3,781 | $18,887 | $18,887 |
| SCOTTS LIQUID GOLD | D | 2012-10-22 | 2014-05-27 | $695 | $120 | $575 | $575 |
| MADISON COVERED CALL & EQUITY STRT | P | 2013-08-14 | 2014-07-16 | $886 | $798 | $88 | $88 |
| SCOTTS LIQUID GOLD | D | 2012-10-24 | 2014-11-12 | $2,525 | $380 | $2,145 | $2,145 |
| STRATS TR FOR PROCTER & GAMBLE | P | 2010-12-01 | 2014-03-07 | $5,611 | $5,701 | -$90 | -$90 |
| SCOTTS LIQUID GOLD | D | 2012-10-22 | 2014-06-06 | $6,520 | $1,081 | $5,439 | $5,439 |
| MADISON COVERED CALL & EQUITY STRT | P | 2012-10-15 | 2014-07-16 | $17,712 | $15,585 | $2,127 | $2,127 |
| SCOTTS LIQUID GOLD | D | 2012-10-24 | 2014-11-13 | $13,235 | $1,921 | $11,314 | $11,314 |
| SCOTTS LIQUID GOLD | D | 2012-10-18 | 2014-03-10 | $67 | $12 | $55 | $55 |
| SCOTTS LIQUID GOLD | D | 2012-10-22 | 2014-06-18 | $2,795 | $481 | $2,314 | $2,314 |
| SCOTTS LIQUID GOLD | D | 2012-10-23 | 2014-08-08 | $12,995 | $2,401 | $10,594 | $10,594 |
| SCOTTS LIQUID GOLD | D | 2012-10-24 | 2014-11-17 | $8,425 | $1,081 | $7,344 | $7,344 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $313,947 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $121,097 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,108,294 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.092530 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,357 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $953,502 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082178 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,742 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $897,079 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073285 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $656,182 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063549 | DistributionYr4Rt |
| Total Distribution | 0.311542 | TotalDistributionRt |
| Average Distribution | 0.077886 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,025,763 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $79,893 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,636 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,529 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,636 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,636 | SubtotalAmt |
| Tax Based On Investment Income | $3,636 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $636 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | RICHARD WUNDERLICH | IndividualWithBooksNm |
| Phone | 2168254000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 AUBURN DR | AddressLine1Txt |
| Address Line2 | STE 300 | AddressLine2Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD A BARONE | |||||||||
| 2000 AUBURN DRIVE | STE 300 | BEACHWOOD | OH | 44122 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| MARTHA S BARONE | |||||||||
| 2000 AUBURN DRIVE | STE 300 | BEACHWOOD | OH | 44122 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHRYN A BARONE | |||||||||
| 2000 AUBURN DRIVE | STE 300 | BEACHWOOD | OH | 44122 | DIRECTOR | 1.00 | $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 |
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 | $879,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,759 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,041,384 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,041,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,025,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,288 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,288 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,636 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,636 | TotalTaxAmt |
| Distributable Before Adj | $47,652 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,652 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,652 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,636 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $127,064 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,652 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $9,684 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,504 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,268 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $121,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,700 | QualifyingDistributionsAmt |
| Applied To Current Year | $47,652 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,048 | RemainingDistriFromCorpusAmt |
| Total Corpus | $204,539 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $204,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,684 | ExcessFromYear4Amt |
| Excess From Year3 | $23,504 | ExcessFromYear3Amt |
| Excess From Year2 | $35,268 | ExcessFromYear2Amt |
| Excess From Year1 | $53,035 | ExcessFromYear1Amt |
| Excess From Current Year | $83,048 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD A BARONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CLEVELAND STATE UNIVERSITY | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | 509(A)(1) | SCHOLARSHIP DONATION | $25,000 |
| CLEVELAND STATE UNIVERSITY | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | 509(A)(1) | ANNUAL CAMPAIGN | $5,000 |
| CLEVELAND STATE UNIVERSITY | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | 509(A)(1) | SCHOLARSHIP DONATION | $5,000 |
| CLEVELAND STATE UNIVERSITY | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | 509(A)(1) | SCHOLARSHIP DONATION | $3,500 |
| CLEVELAND STATE UNIVERSITY | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | 509(A)(1) | SCHOLARSHIP DONATION | $3,000 |
| HANDS TOGETHER | ||||||
| P O BOX 80985 | SPRINGFIELD | MA | 01138 | 509(A)(1) | HAITI RELIEF | $25,000 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | 509(A)(1) | ANNUAL CAMPAIGN | $20,000 |
| MANHATTAN INSTITUTE | ||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | GENERAL DONATION | $1,000 | |
| MUSEUM OF AMERICAN PORCELAIN ART | ||||||
| 2000 AUBURN DR STE 300 | CLEVELAND | OH | 44122 | GENERAL DONATION | $12,000 | |
| MUSEUM OF AMERICAN PORCELAIN ART | ||||||
| 2000 AUBURN DR STE 300 | CLEVELAND | OH | 44122 | GENERAL DONATION | $2,000 | |
| OUTRUN OVARIAN CANCER | ||||||
| PO BOX 40332 | BAY VILLAGE | OH | 44140 | FUNDRAISING DONATION | $500 | |
| ST RAPHAEL GUILD | ||||||
| 525 DOVER CENTER RD | BAY VILLAGE | OH | 44140 | GENERAL DONATION | $200 | |
| TEMPO | ||||||
| PO BOX 21534 | SOUTH EUCLID | OH | 44121 | 501 (C)(3) | GENERAL DONATION | $1,000 |
| UNIVERSITY OF DAYTON | ||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 509(A)(1) | SCHOLARSHIP DONATION | $15,000 |
| UNIVERSITY OF DAYTON | ||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 509(A)(1) | SCHOLARSHIP DONATION | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,981 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,246 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,179 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,788 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $103,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,194 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICHARD A BARONE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 AUBURN DRIVE | AddressLine1Txt |
| Address Line2 | STE 300 | AddressLine2Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,575 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 7,000 CWH PRD | $181,825 | 2014-05-07 |
| 1 | 500,000 SLGD | $318,750 | 2014-01-02 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| BUILDINGS | 2013-12-17 | $635,059 | S/L | 39.0000 | $16,284 |
| LAND | 2013-12-17 | $123,802 | |||
| BUILDING IMPROVEMENTS | 2014-07-01 | $39,821 | S/L | 39.0000 | $511 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,024,441 | EOYBookValueAmt |
| EOYFMV | $1,049,220 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $635,059 | $16,795 | $618,264 | $635,059 |
| CAPITAL IMPROVEMENTS | $39,821 | $39,821 | $39,821 | |
| $123,802 | $123,802 | $123,802 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $7,186 | $7,186 | |
| REAL ESTATE TAX ADVANCE | $3,958 | ||
| ORGANIZATION COSTS NET | $2,501 | $2,501 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PORTFOLIO UNREALIZED GAIN | Desc |
| Amt | $24,780 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OHIO FILING FEE | $200 | |
| MISCELLANEOUS EXPENSE | $31 | |
| MARGIN INTEREST EXPENSE | $2 | |
| SUPPLIES | $106 | |
| BANK SERVICE FEES | $170 | |
| INSURANCE | $4,660 | |
| MAINTENANCE | $297 | |
| PORTFOLIO UNREALIZED GAIN | $24,780 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LIQUIDATION DISTRIBUTIONS | $722 | $722 |
| OTHER MISC PORTFOLIO INCOME | $4,677 | $4,677 |
| PORTFOLIO UNREALIZED GAIN | $24,780 | $24,780 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| EOY Book Value | $105 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| LEGAL, ACCOUNTING & TAX | $10,082 |
| CONSULTING FEES | $675 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A BARONE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 AUBURN DRIVE STE 300 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $3,001 |
| REAL ESTATE TAX | $7,698 |