FETH FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FETH FAMILY FOUNDATION (EIN 45-4039737)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-08
- IRS object ID
- 201521289349100997
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-08T15:55:44-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897853 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRUM & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 N CLEVELAND MASSILLON RD STE 10 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 443333332 | 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 | 454039737 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FETH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FETH | BusinessNameControlTxt |
| Phone | 3305355711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3604 WEST GLENCOE ROAD | AddressLine1Txt |
| City | RICHFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM FETH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3305355711 | PhoneNum |
| Signature | 2015-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN K CRUM | PreparerPersonNm |
| PTIN | P00255436 | PTIN |
| Phone | 3308671222 | PhoneNum |
| Preparation | 2015-05-04 | 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 | $2,303,852 | 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 |
| Interest On Sav Rev And Expnss | $9,879 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,879 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $550,430 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,482 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,841 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $11,782 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,782 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,750 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,132 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,382 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $872,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $493,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $493,203 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $301,028 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $452,535 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $452,535 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,217,801 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,358,114 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,358,114 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,391,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,303,852 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,303,852 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,391,715 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,303,852 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,391,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,303,852 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,391,715 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,303,852 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,391,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,541 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$14,322 | OtherIncreasesAmt |
| Subtotal | $2,303,852 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,303,852 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 250,000 UNITS ALLY BANK CD .75% | P | 2012-05-16 | 2014-05-23 | $250,000 | $250,000 | ||
| 100,000UNITS SAFRA NATL BANK CD .75% | P | 2012-05-16 | 2014-12-01 | $100,000 | $100,000 | ||
| 1197.605 UNITS OF OPPENHEIMER SR FLO | P | 2013-10-17 | 2014-09-30 | $9,892 | $10,000 | -$108 | -$108 |
| 1783.591 UNITS OPPENHEIMER SR FLOAT | P | 2014-12-27 | 2014-09-30 | $14,732 | $15,000 | -$268 | -$268 |
| 296.912 UNITS OPPENHEIMER SR FLOAT | P | 2013-05-10 | 2014-09-30 | $2,452 | $2,500 | -$48 | -$48 |
| 638.054 UNITS FEDERATED INTL LEADERS | P | 2013-05-09 | 2014-09-30 | $20,769 | $18,287 | $2,482 | $2,482 |
| 35.564 UNITS INVESCO DIVERS DVD-R6 | P | 2012-05-16 | 2014-09-30 | $632 | $447 | $185 | $185 |
| 148.312 UNITS INVESCO DIVERS DVD-R6 | P | 2012-12-07 | 2014-09-30 | $2,637 | $1,980 | $657 | $657 |
| 644.401 UNITS OPPENHEIMER DEV MKT-I | P | 2013-05-09 | 2014-09-30 | $24,797 | $23,392 | $1,405 | $1,405 |
| 917.27 UNITS OPPENHEIMER DEV MKT-I | P | 2012-05-16 | 2014-09-30 | $35,297 | $27,956 | $7,341 | $7,341 |
| 941.392 UNITS PIONEER FUNDAM GRTH-Y | P | 2013-05-09 | 2014-09-30 | $17,067 | $14,177 | $2,890 | $2,890 |
| 265.69 UNITS VAN ECK GLBL HARD ASSET | P | 2012-05-16 | 2014-09-30 | $13,144 | $10,585 | $2,559 | $2,559 |
| 6.842 UNITS VAN ECK GLBL HARD ASSET | P | 2012-12-21 | 2014-09-30 | $338 | $299 | $39 | $39 |
| 224.165UNITS VAN ECK GLBL HARD ASSET | P | 2013-05-09 | 2014-09-30 | $11,089 | $10,000 | $1,089 | $1,089 |
| 453.21 UNITS GABELLI SMALL CAP GROW | P | 2012-05-16 | 2014-09-30 | $21,537 | $15,205 | $6,332 | $6,332 |
| 31.575 UNITS GABELLI SMALL CAP GROW | P | 2012-11-28 | 2014-09-30 | $1,500 | $1,120 | $380 | $380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,482 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$376 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $150,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,224,986 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067708 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $145,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,850,131 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078643 | DistributionYr2Rt |
| Total Distribution | 0.146351 | TotalDistributionRt |
| Average Distribution | 0.073176 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,891,891 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,441 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $701 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $139,142 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $139,850 | 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 | $701 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $701 | SubtotalAmt |
| Tax Based On Investment Income | $701 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $293 | OverpaymentAmt |
| Applied To ES Tax | $293 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TOBY BLOSSOM | IndividualWithBooksNm |
| Phone | 3303847302 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 SOUTH MAIN STREET 5TH FLOOR | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R FETH | ||||||||
| 3604 WEST GLENCOE ROAD | RICHFIELD | OH | 44286 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KAREN W FETH | ||||||||
| 3604 WEST GLENCOE ROAD | RICHFIELD | OH | 44286 | TREASURER | 1.00 | $0 | $0 | $0 |
| MICHAEL W SWEENEY | ||||||||
| 388 S MAIN STREET STE 500 | AKRON | OH | 44311 | SECRETARY | 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 | $1,608,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $312,567 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,920,702 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,920,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,891,891 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $701 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $701 | TotalTaxAmt |
| Distributable Before Adj | $93,894 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,894 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,894 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $139,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $701 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,149 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,894 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $53,143 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,398 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $93,541 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,850 | QualifyingDistributionsAmt |
| Applied To Current Year | $93,894 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,956 | RemainingDistriFromCorpusAmt |
| Total Corpus | $139,497 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $139,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $53,143 | ExcessFromYear2Amt |
| Excess From Year1 | $40,398 | ExcessFromYear1Amt |
| Excess From Current Year | $45,956 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FETH FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 FURNACE STREET | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3305355711 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT OR REQUIRED CONTENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AIR FORCE ASSOCIATION | |||||||
| 1501 LEE HIGHWAY | ARLINGTON | VA | 22209 | PC | 2014 CHARITABLE GIFT | $250 | |
| AKRON ART MUSEUM | |||||||
| 1 S HIGH ST | AKRON | OH | 44308 | PC | 2014 CHARITABLE GIFT | $1,500 | |
| AKRON CHILDREN'S HOSPITAL FDTN | |||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | PC | 2014 CHARITABLE GIFT | $500 | |
| AKRON COMMUNITY FOUNDATION | |||||||
| 345 W CEDAR ST | AKRON | OH | 44307 | PC | 2014 CHARITABLE GIFT | $2,500 | |
| AKRON PREGNANCY SERVICES | |||||||
| 105 E MARKET STREET | AKRON | OH | 44308 | PC | 2014 CHARITABLE GIFT | $250 | |
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 44307 | PC | 2014 CHARITABLE GIFT | $1,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLR 17 | CHICAGO | IL | 60601 | PC | 2014 CHARITABLE GIFT | $250 | |
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PC | 2014 CHARITABLE GIFT | $250 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 4500 ROCKSIDE ROAD 440 | INDEPENDENCE | OH | 44131 | PC | 2014 CHARITABLE GIFT | $250 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | PC | 2014 CHARITABLE GIFT | $250 | |
| AMERICAN RED CROSS | |||||||
| 501 W MARKET AT | AKRON | OH | 44303 | PC | 2014 CHARITABLE GIFT | $10,000 | |
| APOLLO'S FIRE | |||||||
| 3091 MAYFIELD ROAD | CLEVELAND HEIGHTS | OH | 44118 | PC | 2014 CHARITABLE GIFT | $500 | SUITE 217 |
| ARDMORE FOUNDATION | |||||||
| 981 E MARKET STREET | AKRON | OH | 44305 | PF | 2014 CHARITABLE GIFT | $250 | |
| ARTHRITIS FOUNDATION | |||||||
| 4630 RICHMOND RD | CLEVELAND | OH | 44128 | PC | 2014 CHARITABLE GIFTS | $250 | |
| BOYS AND GIRLS CLUB OF AMERICA | |||||||
| 444 N HAWKINS AVE | AKRON | OH | 44313 | PC | 2014 CHARITABLE GIFT | $250 | |
| CASCADE LOCKS PARK ASSOCIATION | |||||||
| 248 FERNDALE ST | AKRON | OH | 44304 | PC | 2014 CHARITABLE GIFTS | $250 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | 2014 CHARITABLE GIFT | $1,000 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | 2014 CHARITABLE GIFT | $2,500 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | FETH FPB CLASS '69 REUNION CHALLENGE | $1,000 | |
| CHILDREN'S CONCERT SOCIETY | |||||||
| 198 HILL STREET | AKRON | OH | 44325 | PC | 2014 CHARITABLE GIFT | $250 | |
| CONSERVANCY FOR CUYAHOGA VALLEY NAT | |||||||
| 1403 W HINES HILL RD | PENINSULA | OH | 44264 | PC | 2014 CHARITABLE GIFT | $250 | |
| GREAT TRAIL COUNCIL BSA | |||||||
| 1601 S MAIN ST | AKRON | OH | 44301 | PC | 2014 CHARITABLE GIFT | $250 | |
| GREENLEAF FAMILY CENTER | |||||||
| 580 GRANT ST | AKRON | OH | 44311 | PC | 2014 CHARITABLE GIFT | $500 | |
| HABITAT FOR HUMANITY | |||||||
| 2301 ROMIG RD | AKRON | OH | 44320 | PC | 2014 CHARITABLE GIFT | $1,000 | |
| HARVARD BUSINESS SCHOOL | |||||||
| SEE CITY ADDRESS | BOSTON | MA | 02163 | PC | 2014 CHARITABLE GIFT | $10,000 | |
| HAVEN OF REST MINISTRIES | |||||||
| 175 E MARKET STREET | AKRON | OH | 44308 | PC | 2014 CHARITABLE GIFT | $2,500 | |
| IN TOUCH MINISTRIES | |||||||
| PO BOX 7900 | ATLANTA | GA | 30357 | PC | 2014 CHARITABLE GIFT | $5,000 | |
| LCMS - GLOBAL MISSION FUND | |||||||
| 1333 S KIRKWOOD ROAD | ST LOUIS | MO | 63122 | PC | 2014 CHARITABLE GIFT | $500 | |
| LCMS WORLD RELIEF & HUMAN CARE | |||||||
| 1333 S KIRKWOOD RD | ST LOIUS | MO | 63122 | PC | 2014 CHARITABLE GIFT | $500 | |
| LUTHERAN BIBLE TRANSLATORS | |||||||
| 303 N LAKE ST | AURORA | IL | 60506 | PC | 2014 CHARITABLE GIFT | $1,000 | |
| LUTHERAN FAMILY SERVICES | |||||||
| 4100 FRANKLIN BLVD | CLEVELAND | OH | 44113 | PC | 2014 CHARITABLE GIFT | $250 | |
| LUTHERAN HOUR MINISTRIES | |||||||
| 660 MASON RIDGE CENTER | ST LOUIS | MO | 63141 | PC | 2014 CHARITABLE GIFT | $250 | |
| LUTHERAN WORLD RELIEF | |||||||
| PO BOX 17601 | BALTIMORE | MD | 21230 | PC | 2014 CHARITABLE GIFT | $1,000 | |
| MAPS AIR MUSEUM | |||||||
| 2260 INTERNATIONAL PKWY | NORTH CANTON | OH | 44720 | PC | 2014 CHARITABLE GIFT | $250 | |
| MARCH OF DIMES | |||||||
| 5425 WARNER RD 10 | CLEVELAND | OH | 44125 | PC | 2014 CHARITABLE GIFT | $250 | |
| MOODY RADIO | |||||||
| 9756 BARR ROAD | CLEVELAND | OH | 44141 | PC | 2014 CHARITABLE GIFT | $250 | |
| NMRA | |||||||
| 247 CALICODE DR | AKRON | OH | 44307 | PC | 2014 CHARITABLE GIFTS | $250 | |
| OHIO PRESBYTERIAN RETIREMENT | |||||||
| 1001 KINGSMILL PARKWAY | COLUMBUS | OH | 43229 | PC | 2014 CHARITABLE GIFT | $500 | |
| ONE-IN-SIX FOUNDATION | |||||||
| 106 SOUTH MAIN STREET | AKRON | OH | 44308 | PC | 2014 CHARITABLE GIFT | $500 | |
| PORTAGE COUNTRY CLUB | |||||||
| 240 N PORTAGE PATH | AKRON | OH | 44303 | PC | 2014 CHARITABLE GIFT | $500 | |
| PORTAGE COUNTRY CLUB | |||||||
| 240 N PORTAGE PATH | AKRON | OH | 44303 | PC | 2014 GIFT DENNY SHUTE FOUNDATION | $150 | |
| PORTAGE COUNTRY CLUB TEAM MEMBER | |||||||
| 240 N PORTAGE PATH | AKRON | OH | 44303 | PC | 2014 CHARITABLE GIFT | $250 | |
| PROJECT LEARN | |||||||
| 60 S HIGH STREET | AKRON | OH | 44326 | PC | 2014 CHARITABLE GIFT | $1,500 | |
| SHELBY COUNTY HISTORICAL SOCIETY | |||||||
| 201 N MAIN AVE | SIDNEY | OH | 45365 | PC | 2014 CHARITABLE GIFT | $10,000 | |
| SIGMA NU EDUCATIONAL FOUNDATION | |||||||
| 9 NORTH LEWIS STREET | LEXINGTON | VA | 24450 | PC | 2014 CHARITABLE GIFT | $250 | |
| SOUTH STREET MINISTRIES | |||||||
| 130 W SOUTH ST | AKRON | OH | 44311 | PC | 2014 CHARITABLE GIFT | $500 | |
| STAN HYWET HALL AND GARDENS | |||||||
| 714 N PORTAGE PATH | AKRON | OH | 44303 | PC | 2014 CHARITABLE GIFT | $250 | |
| SUMMIT CHORAL SOCIETY | |||||||
| 50 S MAIN STREET | AKRON | OH | 44308 | PC | 2014 CHARITABLE GIFT | $1,000 | |
| SUMMIT COUNTY HISTORICAL SOCIETY | |||||||
| 550 COPLEY RD | AKRON | OH | 44320 | PC | 2014 CHARITABLE GIFT | $100 | |
| THE CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | 2014 CHARITABLE GIFT | $2,500 | |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| 5700 BRECKSVILLE RD | INDEPENDENCE | OH | 44144 | PC | 2014 CHARITABLE GIFT | $250 | |
| THE LOVE AKRON NETWORK | |||||||
| 39 E MARKET STREET | AKRON | OH | 44308 | PC | 2014 CHARITABLE GIFT | $250 | SUITE 401 |
| THE SALVATION ARMY | |||||||
| 150 SPRINGSIDE DR | AKRON | OH | 44333 | PC | 2014 CHARITABLE GIFT | $10,000 | |
| THE SALVATION ARMY | |||||||
| 560 WOOSTER ROAD W | BARBERTON | OH | 44203 | PC | 2014 CHARITABLE GIFT | $10,000 | |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | PC | 2014 CHARITABLE GIFT | $250 | |
| UNITED WAY OF SUMMIT COUNTY | |||||||
| 90 N PROSPECT ST | AKRON | OH | 44304 | PC | 2014 CHARITABLE GIFT | $35,000 | |
| US FRIENDS OF THE DAVID SHELDRICK | |||||||
| 201 NORTH ILLINOIS STREET | INDIANAPOLIS | IN | 46204 | PC | 2014 CHARITABLE GIFT | $250 | 16TH FLOOR - SOUTH TOWER |
| WESTERN RESERVE HISTORICAL SOCIETY | |||||||
| 10825 EAST BLVD | CLEVELAND | OH | 44106 | PC | 2014 CHARITABLE GIFT | $250 | |
| WHEAT RIDGE MINISTRIES | |||||||
| ONE PIERCE PLACESTE 250E | ITASCA | IL | 60143 | PC | 2014 CHARITABLE GIFT | $250 | |
| WKSU KENT STATE UNIVERSITY | |||||||
| 1613 E SUMMIT STREET | AKRON | OH | 44240 | PC | 2014 CHARITABLE GIFT | $15,000 | |
| WKSU KENT STATE UNIVERSITY | |||||||
| 1613 E SUMMIT STREET | KENT | OH | 44240 | PC | HUNGER CHALLENGE DRIVE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,879 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,482 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,841 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | PURCHASE | HowAcquiredTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50000 UNITS BANK OF AMERICA 1.125% | $49,820 | $49,820 |
| 50000 UNITS DUKE ENERGY 1.75% | $50,722 | $50,722 |
| 50000 UNITS J.P. MORGAN CHASE 2.00% | $50,476 | $50,476 |
| 50000 UNITS UNITEDHEALTH GROUP 1.40% | $49,951 | $49,951 |
| 50000 UNITS AT&T INC 2.375% | $50,388 | $50,388 |
| 50000 UNITS WAL-MART STORES 1.95% | $50,645 | $50,645 |
| 50000 UNITS BRANCH & TRUST 1.350% | $49,732 | $49,732 |
| 50000 UNITS AMERICAN EXPRESS 2.125% | $50,444 | $50,444 |
| 50000 UNITS ORACLE 2.25% | $50,357 | $50,357 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOMESTIC EQUITY MUTUAL FUNDS | FMV | $573,190 | $573,190 |
| GLOBAL EQUITY MUTUAL FUNDS | FMV | ||
| INTERNATIONAL EQUITY MUTUAL FUNDS | FMV | $170,006 | $170,006 |
| INTL FIXED INCOME MUTUAL FUNDS | FMV | $23,644 | $23,644 |
| TAXABLE FIXED INCOME FUNDS | FMV | $591,274 | $591,274 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| TREAS ST. OH '12 FILING FEE, | $400 | $400 |
| TREAS ST OH, REGISTRATION 11/ | $200 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION - INVESTMENTS | Desc |
| Amt | -$14,322 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND MANAGEMENT FEES | CategoryTxt |
| Amt | $11,782 | Amt |
| Net Investment Income | $11,782 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| US TREAS '12 990-PF BAL, 6/20/14 | $150 |
| US TREAS '13 990-PF BAL DUE 11/1 | $1,000 |
| US TREAS '14 ESTIMATE 12/04/14 | $1,000 |
| '13 FED EXT PMT 5/15/14 | $1,600 |
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