MFG FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MFG FOUNDATION (EIN 34-1787987)
Tax period
2013-09-01 to 2014-08-31
Filed
2015-07-15
IRS object ID
201531989349100303
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-07-15T10:27:23-05:00ReturnTs
Tax Period End2014-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364267431PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PEASE & ASSOCIATES INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11422 EUCLID AVE SUITE 400AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44115ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341787987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MFG FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMFGFBusinessNameControlTxt
Phone4409945204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12925 MFG PLACEAddressLine1
CityASHTABULACity
StateOHState
ZIP Code440050675ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY WARNERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4409945204PhoneNum
Signature2015-07-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER A BARNESPreparerPersonNm
PTINP00736171PTIN
Phone2163489600PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,848,793FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,521,520ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4,393DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,393DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,893NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$79,373GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,893CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,548,806TotalRevAndExpnssAmt
Total Net Invst Incm$27,286TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$415AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,177OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$266TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,860TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$29,860TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$13,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,518,946ExcessRevenueOverExpensesAmt
Net Investment Income$27,286NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,042SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,419SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,419SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$197,205CorporateStockBOYAmt
Corporate Stock EOY$1,721,774CorporateStockEOYAmt
Corporate Stock EOYFMV$1,847,374CorporateStockEOYFMVAmt
Total Assets BOY$204,247TotalAssetsBOYAmt
Total Assets EOY$1,723,193TotalAssetsEOYAmt
Total Assets EOYFMV$1,848,793TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$212,061CapitalStockBOYAmt
Capital Stock EOY$212,061CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$7,814RetainedEarningBOYAmt
Retained Earning EOY$1,511,132RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$204,247TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,723,193TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$204,247TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,723,193TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$204,247TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,518,946ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,723,193SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,723,193TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$79,373GrossSalesPriceAmt
Cost Or Other Basis$56,480CostOrOtherBasisAmt
Gain Or Loss$22,893GainOrLossAmt
Gains Minus Excess Or Losses$22,893GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$22,893CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,234AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$276,249NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044286DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,948AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$251,051NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047592DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,460AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$235,518NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044413DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$222,722NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$184,657NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059570DistributionYr5Rt
Total Distribution0.195861TotalDistributionRt
Average Distribution0.039172AverageDistributionRt
Net Vl Noncharitable Assets$380,851NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$14,919AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$273NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$15,192AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$13,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$546InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$546SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$546TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$1,120AppliedToEsTaxAmt
Total Payments And Credits$1,120TotalPaymentsAndCreditsAmt
Es Penalty$6EsPenaltyAmt
Overpayment$568OverpaymentAmt
Applied To ES Tax$568AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN KEASLINGIndividualWithBooksNm
Phone4409945204PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12925 MFG PLACEAddressLine1
CityASHTABULACity
StateOHState
ZIP Code440050675ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD MORRISON
2925 MFG PLACEASHTABULAOH440050675TRUSTEE0.00$0$0$0
LOUISE M RAFFA
3823 EDGEWATER DRIVEASHTABULAOH44004TRUSTEE0.00$0$0$0
NANCY S WARNER
1830 ELM DRIVEASHTABULAOH44004TRUSTEE & PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$371,044AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,607AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$386,651TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$386,651AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,800CashDeemedCharitableAmt
Net Vl Noncharitable Assets$380,851NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,043MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,043MinimumInvestmentReturnAmt
Tax Based On Investment Income$546TaxBasedOnInvestmentIncomeAmt
Total Tax$546TotalTaxAmt
Distributable Before Adj$18,497DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,497DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$18,497DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$13,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$13,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$13,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,497DistributableAsAdjustedAmt
Undistributed Income PY$12,077UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$13,000QualifyingDistributionsAmt
Applied To Year1$12,077AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$923AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$17,574UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD MORRISONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FUNDS FOR OUR ECONOMIC FUTURE
1360 EAST NINTH STREET SUITE 210CLEVELANDOH44114PCPROMOTE GROWTH OF NORTHEAST OHIO ECONOMY$1,000
LAKESIDE GOALLINE CLUB
6600 SANBORN ROADASHTABULAOH44004SO ITO PROVIDE ATHLETIC EQUIPMENT AND SUPPLIES TO THE ATHLETES$500
SERTOMA INTERNATIONAL ABERDEEN SERTOMA CLUB INC
PO BOX 784ABERDEENSD57402PCTO SUPPORT THE SERVICE CLUB FOR THE SPEECH AND HEARING IMPAIRED$6,500
CITY OF INDEPENDENCE
120 N 6TH STREETINDEPENDENCEKS67301PCTO SUPPORT PROGRAMS AND SERVICES PROVIDED BY THE CITY OF INDEPENDENCE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,393ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$22,893ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$27,286ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,286TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMOLDED FIBERGLASS COMPANIESContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12925 MFG PLACE PO BOX 675AddressLine1
CityASHTABULACity
StateOHState
ZIP Code44004ZIPCode
FieldValueIRS element (for citing)
Total Contributions$1,521,520TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property13,000 SHARES STOCK IN ROCKWELL AUTMOATION, INC.NoncashPropertyDesc
Fair Market Value$1,521,520FairMarketValueAmt
Received2014-08-26ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$415Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationOHIO DOES NOT REQUIRE A COMPLETE COPY OF THE FORM 990PF TO BE FILED.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
UBS #14022$1,521,520$1,515,930
UBS #14023$200,254$331,444

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE FEESDesc
Revenue And Expenses Per Books$2RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$16,152$0$0$0
OH ATTORNEY GENERAL$25$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$266Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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