RICHARD A BARONE CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD A BARONE CHARITABLE FOUNDATION (EIN 80-0306290)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201421299349100947
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T13:31:06-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREFOCAL | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24610 DETROIT ROAD SUITE 150 | AddressLine1 |
| City | WESTLAKE | City |
| State | OH | State |
| ZIP Code | 441452543 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| 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 | AddressLine1 |
| Address Line2 | ROOM/SUITE 300 | AddressLine2 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A BARONE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2168254000 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES T GUZOWSKI | PreparerPersonNm |
| PTIN | P00324727 | PTIN |
| Phone | 4403489200 | PhoneNum |
| Preparation | 2014-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,451,241 | 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 | $407,419 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,325 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,479 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,399,559 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $263,854 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $63 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $63 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $445,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,978 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,293 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $362 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,555 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $333,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $294,978 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $434,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,798 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $704,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $608,793 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $585,624 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $758,861 | LandBldgEquipCostOrOtherBssAmt |
| Land EOY | $758,861 | LandEOYAmt |
| Land EOYFMV | $758,861 | LandEOYFMVAmt |
| Other Assets BOY | $930 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,958 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,958 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,140,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,474,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,451,241 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,140,443 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,474,410 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,140,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,474,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,140,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,474,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,140,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $333,967 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,474,410 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,474,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH REIT CO. | P | 2012-10-19 | 2013-01-29 | $33,794 | $28,805 | $4,989 | $4,989 |
| AFFILIATED MANAGERS GROUP INC | P | 2013-04-08 | 2013-06-24 | $24,923 | $25,557 | -$634 | -$634 |
| DUKE ENERGY CORP NEW JR SUB | P | 2013-01-29 | 2013-04-08 | $38,775 | $37,475 | $1,300 | $1,300 |
| CITITGROUP CAP VII CA P | P | 2012-09-25 | 2013-04-16 | $37,500 | $37,879 | -$379 | -$379 |
| F N B CORP PA COM | P | 2013-10-17 | 2013-10-28 | $19,491 | $18,395 | $1,096 | $1,096 |
| CITIGROUP CAP X CAP | P | 2013-04-26 | 2013-10-01 | $50,000 | $50,684 | -$684 | -$684 |
| LEGG MASON BW GLOBAL INCOME | P | 2013-12-18 | 2013-12-18 | $32,995 | $32,585 | $410 | $410 |
| NEXTERA ENERGY CAP | P | 2013-01-29 | 2013-03-27 | $37,179 | $36,754 | $425 | $425 |
| LIBERTY ALL STAR EQUITY FD | P | 2013-04-16 | 2013-10-10 | $55,483 | $50,926 | $4,557 | $4,557 |
| TORCHMARK CORP | P | 2012-10-22 | 2013-03-26 | $40,112 | $38,150 | $1,962 | $1,962 |
| MFS INTERMEDIATE INC OME TRUST | P | 2013-05-15 | 2013-12-23 | $91,690 | $95,785 | -$4,095 | -$4,095 |
| COSTAR TECHNOLOGIES INC | D | 2008-08-06 | 2013-09-18 | $22,627 | $7,422 | $15,205 | $15,205 |
| MFS MULTIMARKET INCO ME TRUST | P | 2012-05-22 | 2013-01-30 | $36,748 | $34,167 | $2,581 | $2,581 |
| EATON VANCE RISK MAN AGED | P | 2011-11-03 | 2013-07-30 | $33,097 | $30,135 | $2,962 | $2,962 |
| MFS GOVT MKTS INCOME TR SH | P | 2013-01-29 | 2013-03-20 | $73,552 | $73,342 | $210 | $210 |
| FNB CORP PA COM | D | 2010-03-26 | 2013-10-28 | $241,276 | $96,451 | $144,825 | $144,825 |
| MICROSOFT CORP | P | 2013-02-22 | 2013-04-24 | $31,761 | $27,672 | $4,089 | $4,089 |
| GABELLI DIVID & INCOME | P | 2010-11-02 | 2013-05-08 | $33,488 | $32,834 | $654 | $654 |
| NUVEEN DIVERSIFIED | P | 2013-04-22 | 2013-07-02 | $73,305 | $76,724 | -$3,419 | -$3,419 |
| PVF CAPITAL CORP | D | 2010-03-26 | 2013-10-11 | $101,118 | $43,841 | $57,277 | $57,277 |
| PUTNAM PREMIER INCOME TRUST | P | 2012-12-03 | 2013-01-29 | $55,394 | $53,920 | $1,474 | $1,474 |
| PIMCO ETF | P | 2010-08-18 | 2013-11-27 | $53,154 | $51,897 | $1,257 | $1,257 |
| REAVES UTIL INCOME FD COM | P | 2012-08-16 | 2013-01-02 | $24,078 | $25,000 | -$922 | -$922 |
| PREFERRED PLUS TR | P | 2011-04-27 | 2013-12-18 | $1,744 | $1,713 | $31 | $31 |
| ZWEIG TOTAL RETURN FD INC | P | 2013-05-15 | 2013-09-16 | $65,333 | $64,532 | $801 | $801 |
| STRATS TR GOLDMAN SA | P | 2010-08-27 | 2013-12-18 | $39,745 | $38,198 | $1,547 | $1,547 |
| COSTAR TECHNOLOGIES INC | D | 2012-06-04 | 2013-09-23 | $5,794 | $2,205 | $3,589 | $3,589 |
| PVF CAPITAL CORP. | D | 2010-03-26 | 2013-05-07 | $38,704 | $17,540 | $21,164 | $21,164 |
| GABELLI DIVID & INCOME | P | 2011-12-08 | 2013-05-08 | $5,106 | $5,116 | -$10 | -$10 |
| ROUNDING | P | 2012-12-01 | 2013-12-31 | $1 | -$1 | -$1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,854 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,761 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,357 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $953,502 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082178 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,742 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $897,079 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073285 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $656,182 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063549 | DistributionYr3Rt |
| Total Distribution | 0.219012 | TotalDistributionRt |
| Average Distribution | 0.073004 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,108,294 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,910 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,950 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,860 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,500 | 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 | $2,950 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,950 | SubtotalAmt |
| Tax Based On Investment Income | $2,950 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $51 | EsPenaltyAmt |
| Tax Due | $3,001 | 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 | Yes (true) | 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 | SUSAN JOHNSON | IndividualWithBooksNm |
| Phone | 2168254000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 AUBURN DR | AddressLine1 |
| Address Line2 | STE 300 | AddressLine2 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| 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/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $764,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $360,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,125,172 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,125,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,878 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,108,294 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,415 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,415 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,950 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,950 | TotalTaxAmt |
| Distributable Before Adj | $52,465 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,465 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,465 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $105,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,950 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $102,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,465 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $9,684 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,504 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,268 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,456 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,465 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,035 | RemainingDistriFromCorpusAmt |
| Total Corpus | $121,491 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $121,491 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $9,684 | ExcessFromYear3Amt |
| Excess From Year2 | $23,504 | ExcessFromYear2Amt |
| Excess From Year1 | $35,268 | ExcessFromYear1Amt |
| Excess From Current Year | $53,035 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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) | ANNUAL CAMPAIGN | $1,000 |
| CLEVELAND STATE UNIVERSITY | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | 509(A)(1) | ANNUAL CAMPAIGN | $25,000 |
| 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 |
| UNIVERSITY OF DAYTON | ||||||
| 300 COLLEGE PARK | DAYTON | OH | 45469 | 509(A)(1) | SCHOLARSHIP DONATION | $15,000 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | 509(A)(1) | ANNUAL CAMPAIGN | $20,000 |
| FAMILY PROMISE OF GREATER CLEVELAND | ||||||
| 3470 E 152ND ST | CLEVELAND | OH | 44120 | 509(A)(1) | DONATION | $2,000 |
| GILMOUR ACADEMY | ||||||
| 2045 SOM CENTER RD | GATES MILLS | OH | 44040 | 509(A)(1) | ANNUAL GIVING | $10,000 |
| CUYAHOGA COMMUNITY COLLEGE | ||||||
| 4250 RICHMOND ROAD | WARRENSVILLE HTS | OH | 44122 | 509(A)(1) | SCHOLARSHIP DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,325 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,736 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,479 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $37,603 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,603 | 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 | AddressLine1 |
| Address Line2 | STE 300 | AddressLine2 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $407,419 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10,000 PVFC | $37,600 | 2013-04-26 |
| 1 | 10,000 PVFC | $38,750 | 2013-05-07 |
| 1 | 20,000 PVFC | $83,600 | 2013-08-14 |
| 1 | 5,000 CTSI | $26,825 | 2013-09-17 |
| 1 | 17,025 FNB | $220,644 | 2013-10-25 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,900 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| RICHARD A BARONE |
| MARTHA S BARONE |
| KATHRYN A BARONE |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|
| CULTURAL CENTER - WILLIAM E. TELLING MANSION | 2013-12-17 | $635,059 | S/L | 39.0000 |
| LAND | 2013-12-17 | $123,802 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $608,793 | EOYBookValueAmt |
| EOYFMV | $585,624 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| $635,059 | $635,059 | $635,059 |
| $123,802 | $123,802 | $123,802 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $930 | ||
| REAL ESTATE TAX ADVANCE | $3,958 | $3,958 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| OHIO FILING FEE | $200 |
| MISCELLANEOUS EXPENSE | $109 |
| MARGIN INTEREST EXPENSE | $53 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYMENTS IN LIEU OF DIVIDENDS | Desc |
| Revenue And Expenses Per Books | $63 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63 | NetInvestmentIncomeAmt |
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 | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,293 | Amt |