THE SUN SHORE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE SUN SHORE FOUNDATION (EIN 46-4892866)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-29
IRS object ID
201532109349100108
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-07-29T12:42:52-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341515013PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Levin Swedler KennedyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13501 Embassy Parkway Suite 200AddressLine1Txt
CityAkronCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44333ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464892866EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Paul D Sergi FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone3302586458PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 Southeast AveAddressLine1Txt
CityTallmadgeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44278ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDennis WielandPersonNm
Person TitleTreasurerPersonTitleTxt
Phone3302586458PhoneNum
Signature2015-07-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven J Swedler CPAPreparerPersonNm
PTINP00403944PTIN
Phone3306664199PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$140,258FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$821,988ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,824DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,824DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,584NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$450,533GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$822,236TotalRevAndExpnssAmt
Total Net Invst Incm$1,832TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,662LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$254OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$254OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$606PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,538TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$254TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$677,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$677,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$681,038TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$254TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$677,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$141,198ExcessRevenueOverExpensesAmt
Net Investment Income$1,578NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$20,178CashEOYAmt
Cash EOYFMV$20,178CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$120,080CorporateStockEOYAmt
Corporate Stock EOYFMV$120,080CorporateStockEOYFMVAmt
Total Assets BOY$0TotalAssetsBOYAmt
Total Assets EOY$140,258TotalAssetsEOYAmt
Total Assets EOYFMV$140,258TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$16OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$16TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted EOY$140,242UnrestrictedEOYAmt
Temporarily Restricted EOY$0TemporarilyRestrictedEOYAmt
Permanently Restricted EOY$0PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$140,242TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$140,258TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$0TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$141,198ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$141,198SubtotalAmt
Other Decreases$956OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$140,242TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Publicly Traded Securities$450,421$451,892-$1,471-$1,471
Capital Gains Dividends$112$112$112P
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,359CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$0NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$106,406NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$16NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$16AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$677,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$16InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$100AppliedToEsTaxAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Overpayment$84OverpaymentAmt
Applied To ES Tax$84AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWilliam CaplanIndividualWithBooksNm
Phone3302586458PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13800 Embassy Pkwy Ste 300AddressLine1Txt
CityAkronCityNm
State AbbreviationOHStateAbbreviationCd
ZIP443338398ZIPCd
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/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Paul D Sergi
1200 Southeast AveTallmadgeOH44278Chairman of Board, Director1.00$0$0$0
Raymond J Tatko
1200 Southeast AveTallmadgeOH44278President, Director0.50$0$0$0
Dennis Wieland
1200 Southeast AveTallmadgeOH44278Secretary, Treasurer, Director0.50$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$98,922AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,104AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$108,026TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$108,026AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,620CashDeemedCharitableAmt
Net Vl Noncharitable Assets$106,406NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,320MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,320MinimumInvestmentReturnAmt
Tax Based On Investment Income$16TaxBasedOnInvestmentIncomeAmt
Total Tax$16TotalTaxAmt
Distributable Before Adj$5,304DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,304DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,304DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$677,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$677,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$16PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$677,484AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,304DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$677,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,304AppliedToCurrentYearAmt
Remaining Distri From Corpus$672,196RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$672,196TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$672,196ExcessDistriCyovToNextYrAmt
Excess From Current Year$672,196ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPaul D SergiContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Akron Children's Hospital Foundation
One Perkins SquareAkronOH44308PCThe grant was designated to be contributed to the Akron Children's Hospital Children's Fund.$7,500
Borromeo Seminary
28700 Euclid AvenueWicklifeOH44092PCThe grant recipient is a seminary that is part of the Diocese of Cleveland.$30,000
Boston Township Hall Committee Inc
1775 Main Street SR 303PeninsulaOH44264PCThe grant recipient is a non-profit public charity dedicated to the continued restoration and upkeep of the Boston Township Hall. The buildings house Boston Township offices, the Cuyahoga Valley Historical Museum, offices for professional firms, and rooms that can be rented for parties or receptions.$9,000
Bishop Eustace Preparatory School
5552 Route 70PennsaukenNJ08109PCThe grant recipient is a Catholic high school that seeks to prepare all its students to realize their unique potential through spiritual growth, Christian service, education and personal development.$3,000
Catholic Community Foundation
1404 East Ninth StreetClevelandOH44114PCThe grant recipient is the Catholic Community Foundation of the Diocese of Cleveland. The grant was designated for the Rooted in Faith-Forward in Hope Diocesan Campaign.$250,000
City Mission
5310 Cargenie AvenueClevelandOH44103PCThe grant is designed to assist in the City Mission's objective of assisting men and women currently experiencing homelessness.$1,000
The Cleveland Clinic
9500 Euclid AvenueClevelandOH44195PCThe Cleveland Clinic provides world-renowned medical care and advances scientific research in medicine. The gift was designated as follows:$25,000 to the Orthopaedic Shoulder Research Fund$25,000 to the Barsoum Orthopaedic Research Fund$130,000 to Plastic Surgery Research and Education$20,000 to the Women's Health Institute Program Fund$25,000 to the Cardiovascular Medical Department Chairman's Fund$25,000 to the Endovascular Research and Education Fund$75,000 to the Pediatric Chairman's Innovation Fund$325,000
Hiram College
PO Box 67HiramOH44234PCThe grant recipient is a coeducational liberal arts college of about 1,300 students.$1,000
Mother of Sorrows Church
6034 South Locust StreetPeninsulaOH44264PCThe grant assists with the church's mission of serving the needs of all by liturgical worship and parish ministries.$6,000
Seton Catholic School
6923 Stow RoadHudsonOH44236PCThe grant recipient is a Catholic school serving grades K-8. The school seeks to foster spiritual development, academic excellence, responsibility to self, and service to others amongst its pupils.$18,000
Society for the Propogation of the Faith
1404 East Ninth StreetClevelandOH44114PCThe grant recipient is an international association coordinating assistance for Catholic missionary priests, brothers, and nuns in non-Catholic countries.$2,000
St Mary Parish
340 North Main StreetHudsonOH44236PCThe grant recipient is a parish within the Catholic Diocese of Cleveland. The grant assists with the parish's mission.$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$677,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,824ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,584ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$248ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$248TotalIncomeProducingActyAmt

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 PersonPaul D SergiContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11200 Southeast AveAddressLine1Txt
CityTallmadgeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44278ZIPCd
FieldValueIRS element (for citing)
Total Contributions$821,988TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFixed Income InvestmentsStockNm
EOY Book Value$120,080EOYBookValueAmt
EOYFMV$120,080EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$2,662LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUnrealized Losses on SecuritiesDesc
Amt$956Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescNet Investment Income Tax PayableDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$16EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management FeesCategoryTxt
Amt$254Amt
Net Investment Income$254NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonPaul D SergiPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 Southeast AveAddressLine1Txt
CityTallmadgeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44278ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNet Investment Income TaxCategoryTxt
Amt$16Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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