OBRYAN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OBRYAN FOUNDATION (EIN 36-6199176)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-08
- IRS object ID
- 201422209349101152
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-08T16:10:32-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 366199176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Bryan Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % O'Bryan Foundation | InCareOfNm |
| Business Name Control | OBRY | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1905 Portage Road Apt 323 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Wooster | City |
| State | OH | State |
| ZIP Code | 44691 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patrick O'Bryan | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8472599828 | PhoneNum |
| Signature | 2014-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,940,883 | 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 | $3,864,232 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $437,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,283 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,915,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,546 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $24,121 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,121 | LegalFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,100 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,100 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,231 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,231 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,889,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $83,472 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $130,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $130,527 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $3,762,482 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,810,356 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,893,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,940,883 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,893,009 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,893,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,893,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,889,525 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,893,009 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,893,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $437,919 | GrossSalesPriceAmt |
| Cost Or Other Basis | $369,636 | CostOrOtherBasisAmt |
| Gain Or Loss | $68,283 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $68,283 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,283 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,432 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.002914 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $905 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,827 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $566 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 3.227915 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,513 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $427 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 19.936768 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,306 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,404 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.64245 | DistributionYr5Rt |
| Total Distribution | 24.810047 | TotalDistributionRt |
| Average Distribution | 4.962009 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $320,674 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,591,187 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $835 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,592,022 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,231 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,669 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,669 | SubtotalAmt |
| Tax Based On Investment Income | $1,669 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,669 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,669 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | IL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Bryan Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3302636176 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1130 N Carlyle Court | AddressLine1 |
| City | Arlington Heights | City |
| State | IL | State |
| ZIP Code | 60004 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Faye M O'Bryan | ||||||
| 1905 Portage Road Apt 323 | Wooster | OH | 44691 | Pres / Dir | 1.0 | $0 |
| Michael L O'Bryan | ||||||
| 1905 Portage Road Apt 323 | Wooster | OH | 44691 | Dir | 1.0 | $0 |
| Patrick J O'Bryan | ||||||
| 1905 Portage Road Apt 323 | Wooster | OH | 44691 | Pres | 1.0 | $0 |
| Stephen F O'Bryan | ||||||
| 1905 Portage Road Apt 323 | Wooster | OH | 44691 | Dir | 1.0 | $0 |
| William O'Bryan | ||||||
| 1905 Portage Road Apt 323 | Wooster | OH | 44691 | Dir | 1.0 | $0 |
| Kathleen O'Bryan Brucks | ||||||
| 1905 Portage Road Apt 323 | Wooster | OH | 44691 | VP / Dir / Treas | 1.0 | $0 |
| Susan O'Bryan Croft | ||||||
| 1905 Portage Road Apt 323 | Wooster | OH | 44691 | Dir / Sec | 1.0 | $0 |
| Joan O'Bryan Herriott | ||||||
| 1905 Portage Road Apt 323 | Wooster | OH | 44691 | Dir | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $317,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $325,557 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $325,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $320,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,669 | TotalTaxAmt |
| Distributable Before Adj | $14,365 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,365 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,365 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,231 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $26,231 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $26,231 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,365 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,236 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,492 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,799 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $12,527 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,231 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,365 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,866 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,393 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,236 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,157 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,492 | ExcessFromYear4Amt |
| Excess From Year3 | $1,799 | ExcessFromYear3Amt |
| Excess From Current Year | $11,866 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,263 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,598 | 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 | Estate of Faye M O'Bryan | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1905 Portage Road | AddressLine1 |
| City | Wooster | City |
| State | OH | State |
| ZIP Code | 44691 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,864,232 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (34 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ASTON OPTIMUM MID CAP FUND CLASS I ABMIX, 2745.525 sh. | $127,337 | 2013-12-12 |
| 1 | INVESCO BALANCED RISK ALLOCATION Y FUN ABRYX, 5229.494 sh. | $65,996 | 2013-12-12 |
| 1 | EDGEWOOD GROWTH FUND INSTI EGFIX, 4865.613 sh. | $86,462 | 2013-12-12 |
| 1 | THE ARBITRAGE FUND CLASS I ARBNX, 4265.232 sh. | $54,936 | 2013-12-12 |
| 1 | ARTISAN INTERNATIONAL VALUE FUND INVEST ARTKX, 5413.817 sh. | $190,458 | 2013-12-12 |
| 1 | BLACKROCK HIGH YIELD BOND INSTITUTIONAL BHYIX, 8379.436 sh. | $69,549 | 2013-12-12 |
| 1 | DELAWARE EMERGING MARKETS DEMIX, 7349.978 sh. | $117,306 | 2013-12-12 |
| 1 | DODGE & COX FUNDS INTERNATIONAL STOCK F DODFX, 4052.83 sh. | $168,719 | 2013-12-12 |
| 1 | DOUBLELINE TOTAL RETURN BOND DBLTX, 7004.035 sh. | $76,204 | 2013-12-12 |
| 1 | DREYFUS PREMIER EMERGING MARKETS DEBT L DDBIX, 4694.083 sh. | $65,764 | 2013-12-12 |
| 1 | EATON VANCE FLOATING RATE ADVANTAGED FU EIFAX, 6145.389 sh. | $68,767 | 2013-12-12 |
| 1 | EATON VANCE GLOBAL MACRO FD CL I EIGMX, 8040.993 sh. | $75,666 | 2013-12-12 |
| 1 | GATEWAY FUND CLASS Y GTEYX, 3256.803 sh. | $93,340 | 2013-12-12 |
| 1 | THE HARTFORD CAPITAL APPRECIATION FUND ITHIX, 4892.637 sh. | $229,024 | 2013-12-12 |
| 1 | JOHN HANCOCK EMERG MARKETS FUND CLASS I JEVIX, 6926.824 sh. | $71,000 | 2013-12-12 |
| 1 | MATTHEWS PACIFIC TIGER FUND I MIPTX, 4421.085 sh. | $109,997 | 2013-12-12 |
| 1 | PARNASSUS FD EQUITY INCOME FUND PRBLX, 6008.437 sh. | $213,119 | 2013-12-12 |
| 1 | PIMCO COMMODITIESPLUS STRATEGY FUND CLA PCLPX, 9484.899 sh. | $100,445 | 2013-12-12 |
| 1 | PRIMECAP ODYSSEY STOCK FUND POSKX, 9165.029 sh. | $186,967 | 2013-12-12 |
| 1 | T. ROWE PRICE OVERSEAS STOCK FUND TROSX, 19398.949 sh. | $191,662 | 2013-12-12 |
| 1 | ISHARES TRUST- ISHARES MSCI ALL CTRY AS AAXJ, 1789 sh. | $109,147 | 2013-12-09 |
| 1 | ISHARES MSCI CHINA INDEX FUND MCHI, 740 sh. | $36,797 | 2013-12-09 |
| 1 | JPMORGAN GLOBAL RESEARCH ENHANCED INDEX JEITX, 7088.465 sh. | $124,970 | 2013-12-09 |
| 1 | JPMORGAN TAX AWARE DISCIPLINED EQUITY F JPDEX, 7094.242 sh. | $183,883 | 2013-12-09 |
| 1 | JP MORGAN STRATEGIC INCOME OPPORTUNITIE JSOSX, 2897.782 sh. | $34,484 | 2013-12-09 |
| 1 | JPMORGAN TAX FREE BOND FUND SELECT PRBIX, 11258.796 sh. | $135,668 | 2013-12-09 |
| 1 | JPMORGAN LARGE CAP GROWTH FUND SELECT SEEGX, 2899.642 sh. | $89,396 | 2013-12-09 |
| 1 | JP MORGAN EXPANSION INDEX SELECT FUND PGMIX, 9435.532 sh. | $132,097 | 2013-12-09 |
| 1 | JPMORGAN MULTI-SECT INC-SEL JSISX, 3651.853 sh. | $37,358 | 2013-12-09 |
| 1 | SPDR S&P 500 ETF TRUST SPY, 1677 sh. | $304,233 | 2013-12-09 |
| 1 | SPDR GOLD SHARES GLD, 497 sh. | $59,359 | 2013-12-09 |
| 1 | VANGUARD MSCI EUROPEAN ETF VGK, 729 sh. | $41,225 | 2013-12-09 |
| 1 | ISHARES TRUST MSCI EAFE INDEX FUND EFA, 1535 sh. | $100,251 | 2013-12-09 |
| 1 | ISHARES TRUST RUSSELL MIDCAP INDEX FUND IWR, 592 sh. | $86,926 | 2013-12-09 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Faye M O'Bryan | PersonNm |
| Short Explanation | *Passed away in 2013 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARTISAN INTERNATIONAL VALUE FU | $190,458 | $199,066 |
| ASTON OPTIMUM MID CAP FUND CLA | $127,337 | $122,643 |
| DELAWARE EMERGING MARKETS | $117,306 | $119,584 |
| DODGE & COX FUNDS INTERNATIONA | $168,719 | $174,434 |
| DOUBLELINE TOTAL RETURN BOND | $76,204 | $75,503 |
| EATON VANCE FLOATING RATE ADVA | $68,767 | $68,828 |
| EATON VANCE GLOBAL MACRO FD CL | $75,666 | $75,746 |
| EDGEWOOD GROWTH FUND INSTI | $86,462 | $91,182 |
| GATEWAY FUND CLASS Y | $93,340 | $94,415 |
| GOLDMAN SACHS STRAT INC-INSTIT | $31,500 | $31,619 |
| INVESCO BALANCED RISK ALLOCATI | $65,996 | $62,179 |
| ISHARES TRUST MSCI EAFE INDEX | $242,444 | $250,282 |
| ISHARES TRUST RUSSELL MIDCAP I | $86,926 | $88,788 |
| ISHARES TRUST- ISHARES MSCI AL | $109,147 | $107,895 |
| JP MORGAN EXPANSION INDEX SELE | $132,097 | $123,889 |
| JP MORGAN STRATEGIC INCOME OPP | $39,804 | $39,770 |
| JPMORGAN CHINA REGION SELECT | $38,235 | $38,932 |
| JPMORGAN GLOBAL RESEARCH ENHAN | $124,970 | $126,387 |
| JPMORGAN INTERNATIONAL CURRENC | $38,615 | $38,720 |
| JPMORGAN INTREPID EUROPEAN FUN | $35,940 | $37,106 |
| JPMORGAN LARGE CAP GROWTH FUND | $89,396 | $92,151 |
| JPMORGAN MULTI-SECT INC-SEL | $37,358 | $37,651 |
| JPMORGAN TAX AWARE DISCIPLINED | $183,883 | $188,210 |
| JPMORGAN TAX FREE BOND FUND SE | $135,668 | $135,331 |
| MATTHEWS PACIFIC TIGER FUND I | $109,997 | $110,394 |
| PARNASSUS FD EQUITY INCOME FUN | $114,005 | $117,894 |
| PIMCO COMMODITIESPLUS STRATEGY | $134,195 | $135,049 |
| PRIMECAP ODYSSEY STOCK FUND | $186,967 | $193,932 |
| SPDR S&P 500 ETF TRUST | $304,233 | $309,724 |
| T. ROWE PRICE OVERSEAS STOCK F | $191,662 | $196,899 |
| THE ARBITRAGE FUND CLASS I | $54,936 | $54,851 |
| THE HARTFORD CAPITAL APPRECIAT | $229,024 | $228,437 |
| VANGUARD MSCI EUROPEAN ETF | $41,225 | $42,865 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Governance/Counseling | CategoryTxt |
| Legal Fees | $24,121 | LegalFeesAmt |
| Disbursements Charitable Prps | $24,121 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $74 | $74 | |
| State or Local Filing Fees | $10 | $10 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Estate of Faye M O'Bryan | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1905 Portage Road | AddressLine1 |
| City | Wooster | City |
| State | OH | State |
| ZIP Code | 44691 | ZIPCode |
Comments