BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
- Tax period
- 2011-11-01 to 2012-10-31
- Filed
- 2013-01-29
- IRS object ID
- 201310299349100101
- Schema version
- 2011v1.2
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-29T09:06:37-06:00 | Timestamp |
| Tax Period End Date | 2012-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341523030 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBER MARKEY FEDOROVICH & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 RIDGEWOOD ROAD SUITE 300 | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650230453 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERLIN FAMILY FOUNDATION INC CO JUDI ROMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERL | NameControl |
| Phone | 3308672490 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DR | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MADELINE BERLIN | Name |
| Title | PRESIDENT | Title |
| Phone | 3308672490 | Phone |
| Date Signed | 2013-01-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD C FEDOROVICH | Name |
| PTIN | P00403148 | PTIN |
| Phone | 3307629785 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9289004 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1074543 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 110743 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 109552 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 210985 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 203837 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 115858 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4024804 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 115858 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1874 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1874 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1514003 | TotalRevenueAndExpenses |
| Total Net Investment Income | 431121 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 65013 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 6501 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 150 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9375 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8712 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 15160 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 449 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7346 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 98843 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15363 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 561451 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 561451 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 660294 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15363 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 561451 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 853709 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 415758 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 689697 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3064546 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3064546 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 7449803 | InvestmentsOtherBOY |
| Investments Other EOY | 6224458 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6224458 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 3668 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 8143168 | TotalAssetsBOY |
| Total Assets EOY | 9289004 | TotalAssetsEOY |
| Total Assets EOYFMV | 9289004 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 172 | AccountsPayableBOY |
| Accounts Payable EOY | 214 | AccountsPayableEOY |
| Total Liabilities BOY | 172 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 214 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 8142996 | UnrestrictedBOY |
| Unrestricted EOY | 9288790 | UnrestrictedEOY |
| Total Net Assets BOY | 8142996 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9288790 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8143168 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9289004 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8142996 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 853709 | ExcessOfRevenueOverExpenses |
| Other Increases | 292085 | OtherIncreases |
| Subtotal | 9288790 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9288790 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| SALE OF INVESTMENTS | P | 2011-01-01 | 2012-10-31 | 4014767 | 3908946 | 105821 | 105821 |
| CAPITAL GAINS DIVIDENDS | P | 10037 | 10037 | 10037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 115858 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 540701 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7811008 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.069223 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 546738 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7038580 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.077677 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 604672 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5721001 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.105693 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 524100 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6944952 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.075465 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 704586 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 7009531 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.100518 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.428576 | TotalDistributionRatio |
| Average Distribution Ratio | 0.085715 | AverageDistributionRatio |
| Net Noncharitable Assets | 8528576 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 731027 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4158 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 735185 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 561451 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8315 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 8315 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 8315 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5500 | TotalCreditsAndPayments |
| Tax Due | 2815 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JUDI ROMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3308672490 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MADELINE BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| ROBIN BERLIN KANE | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | VICE PRESIDENT | 40.00 | 65013 | 0 | 0 |
| ROBERT BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | ASSISTANT SECRETARY | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 7054456 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1603997 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8658453 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8658453 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 129877 | CashDeemedCharitable |
| Net Noncharitable Assets | 8528576 | NetNoncharitableAssets |
| Minimum Investment Return | 426429 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 426429 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8315 | TaxBasedOnInvestmentIncome |
| Total Tax | 8315 | TotalTax |
| Distributable Amount Before Adj | 418114 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 418114 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 418114 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 561451 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 561451 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 561451 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 418114 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 360406 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 187886 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 319068 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 195636 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 155536 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1218532 | TotalExcessDistriCarryover |
| Qualifying Distributions | 561451 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 418114 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 143337 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1361869 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 360406 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1001463 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 187886 | ExcessFromYear4 |
| Excess From Year3 | 319068 | ExcessFromYear3 |
| Excess From Year2 | 195636 | ExcessFromYear2 |
| Excess From Year1 | 155536 | ExcessFromYear1 |
| Excess From Current Year | 143337 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBIN BERLIN KANE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3308672490 | RecipientPhoneNumber |
| Form And Info And Materials | NARRATIVE | FormAndInfoAndMaterials |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AKRON ART MUSEUM | ||||||||
| ONE SOUTH HIGH | AKRON | OH | 44308 | NONE | EDUCATION | ARTS | $1,500 | |
| CITY OF AKRON HOLOCAUST MEMORIAL TRUST | ||||||||
| 166 S HIGH STREET RM 200 | AKRON | OH | 44308 | NONE | RELIGIOUS | EDUCATION | $1,000 | |
| CREUTZFELDT-JAKOB DISEASE FOUNDATION | ||||||||
| PO BOX 5312 | AKRON | OH | 44333 | NONE | MEDICAL | INFORMATION & SUPPORT | $1,000 | |
| DANA-FARBER CANCER INSTITUE PAN-MASSACHUSETTS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | MEDICAL | PAN-MASS CHALLENGE FUNDRAISER | $1,000 | |
| FISHER ISLAND PHILANTHROPIC FUND | ||||||||
| 3250 SW THIRD AVE | MIAMI | FL | 33129 | NONE | PUBLIC | COMMUNITY SERVICE | $71,000 | |
| FORTRESS OF HOPE ORPHANAGE | ||||||||
| PO BOX 200 | HARTVILLE | OH | 44632 | NONE | PUBLIC | COMMUNITY SERVICE | $250 | |
| HELP MALAWI | ||||||||
| 147 BELL STREET SUITE 303 | CHAGRIN FALLS | OH | 44022 | NONE | PUBLIC | COMMUNITY SERVICE | $4,000 | |
| HIRAM HOUSE | ||||||||
| 33775 HIRAM TRAIL | CHAGRIN FALLS | OH | 44022 | NONE | PUBLIC | CAMPERSHIP PROGRAM | $1,500 | |
| JEWISH FAMILY SERVICES | ||||||||
| 750 WHITE POND DRIVE STE 550 | AKRON | OH | 44320 | NONE | RELIGIOUS | JEWISH COMMUNITY ASSISTANCE | $500 | |
| JEWISH WELFARE FUND CAMPAIGN | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | RELIGIOUS | JEWISH COMMUNITY ASSISTANCE | $200,000 | |
| JOHN J FEDOROVICH FAMILY SCHOLARSHIP FUND - ARCHBISHOP HOBAN HIGH SCHOOL | ||||||||
| 1 HOLY CROSS WAY | AKRON | OH | 44306 | NONE | EDUCATION | SCHOLARSHIP FUND | $250 | |
| KIDS OF NYU FOUNDATION INC | ||||||||
| 902 BROADWAY SUITE 1603 | NEW YORK | NY | 10010 | NONE | MEDICAL | PEDIATRIC PROGRAMS | $250 | |
| LAUREL SCHOOL | ||||||||
| ONE LYMAN CIRCLE | SHAKER HEIGHTS | OH | 441229548 | NONE | EDUCATION | ANNUAL FUND & MEMORIAL | $1,500 | |
| LAWRENCE SCHOOL | ||||||||
| 1551 E WALLINGS RD | BROADVIEW HEIGHTS | OH | 44147 | NONE | EDUCATION | ANNUAL FUND | $2,500 | |
| LEADERSHIP AKRON | ||||||||
| 54 EAST MILL STREET SUITE 201 | AKRON | OH | 44308 | NONE | EDUCATION | COMMUNITY LEADERS | $500 | |
| MT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | MEDICAL | FOUNDER'S CLUB | $5,000 | |
| NORTH COAST COMMUNITY HOMES | ||||||||
| 14221 BROADWAY AVENUE | CLEVELAND | OH | 441251953 | NONE | PUBLIC | COMMUNITY SERVICE | $1,000 | |
| OHIO FOUNDATION OF INDEPENDENT COLLEGES | ||||||||
| 250 E BROAD ST STE 1700 | COLUMBUS | OH | 432153722 | NONE | EDUCATION | PROGRAMS AND SCHOLARSHIPS | $500 | |
| PROJECT HOPE | ||||||||
| 1037 BEACON ST 4 | BROOKLINE | MA | 02446 | NONE | PUBLIC | MARATHON TEAM | $2,500 | |
| PROJECT MEDISHARE | ||||||||
| 620 SABAL PALM ROAD | MIAMI | FL | 33137 | NONE | MEDICAL | PUBLIC HEALTH SERVICES | $25,000 | |
| REVERE ROAD SYNAGOGUE | ||||||||
| 646 N REVERE RD | AKRON | OH | 44333 | NONE | RELIGIOUS | JEWISH COMMUNITY | $51,800 | |
| SHAW JEWISH COMMUNITY CENTER | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | NONE | PUBLIC | COMMUNITY SERVICE | $5,051 | |
| STEWART'S CARING PLACE | ||||||||
| 2955 W MARKET ST STE R | AKRON | OH | 44333 | NONE | PUBLIC | CANCER SUPPORT | $5,000 | |
| TEMPLE ISRAEL | ||||||||
| 133 MERRIMAN RD | AKRON | OH | 44303 | NONE | RELIGIOUS | BENEFACTOR'S CIRCLE | $5,000 | |
| THE AMERICAN COMMITTEE WEIZMANN INSTITUE | ||||||||
| WEIZMANN INSTITUTE OF SCIENCE - 130 | NEW YORK | NY | 10022 | NONE | MEDICAL | CANCER RESEARCH | $50,000 | EAST 59TH ST |
| THE GATHERING PLACE | ||||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | NONE | PUBLIC | ANNUAL FUND, HEALTH & WELLNESS | $10,000 | |
| THE LIPPMAN SCHOOL | ||||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44304 | NONE | PUBLIC | JEWISH COMMUNITY | $500 | |
| THEATRE ASPEN | ||||||||
| 110 E HALLAM ST STE 103 | ASPEN | CO | 81611 | NONE | EDUCATION | ARTS | $500 | |
| TIMOTHY MORRIS REHABILITATION FUND | ||||||||
| 2 KARAS CROSSING | HUDSON | NH | 03051 | NONE | MEDICAL | ANNUAL FUNDRAISER | $1,000 | |
| UNITED WAY OF SUMMIT COUNTY | ||||||||
| 90 N PROSPECT ST | AKRON | OH | 443091260 | NONE | PUBLIC | COMMUNITY SERVICE | $80,000 | |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 440229972 | NONE | EDUCATION | ANNUAL FUND | $300 | |
| GIRLS WRITE NOW INC | ||||||||
| 247 W 37TH STREET STE 1800 | NEW YORK | NY | 10018 | NONE | EDUCATION | ARTS | $500 | |
| FAMILY REACH FOUNDATION | ||||||||
| 2001 ROUTE 46 STE 310 | PARSIPPANY | NJ | 07054 | NONE | MEDICAL | CANCER | $1,000 | |
| AKRON MARATHON CHARITABLE CORPORATION | ||||||||
| 453 S HIGH STREET STE 301 | AKRON | OH | 44311 | NONE | PUBLIC | HEALTH & WELLNESS | $10,000 | |
| CHURCH OF THE CROSS | ||||||||
| PO BOX 278 | BLUFFTON | SC | 29910 | NONE | RELIGIOUS | MEMORIAL | $250 | |
| SUSAN G KOMEN 3-DAY | ||||||||
| 732 DELAWARE AVENUE | AKRON | OH | 44303 | NONE | MEDICAL | RESEARCH | $2,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | EDUCATION | ENDOWMENT FUND | $500 | |
| WORLD OPTOMETRY FOUNDATION | ||||||||
| 7352 NW 34TH STREET | MIAMI | FL | 33122 | NONE | MEDICAL | VISION | $500 | |
| PERSONAL PONIES LTD | ||||||||
| 3797 NW 52ND STREET | BOCA RATON | FL | 33496 | NONE | PUBLIC | SPECIAL NEEDS | $500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 71 PUTNAM STREET | NEEDHAM | MA | 02494 | NONE | MEDICAL | RESEARCH | $1,000 | |
| DAN'S HOUSE OF HOPE INC | ||||||||
| 5439 LONG CT | APPLETON | WI | 54914 | NONE | PUBLIC | COMMUNITY SERVICE | $5,000 | |
| BOYS HOPE GIRLS HOPE | ||||||||
| 9619 GARFIELD BLVD | GARFIELD HEIGHTS | OH | 44125 | NONE | PUBLIC | COMMUNITY SERVICE | $5,000 | |
| NATIONAL KIDNEY FOUNDATION | ||||||||
| 30 E 33RD STREET | NEW YORK | NY | 10016 | NONE | MEDICAL | KIDNEY DISEASE | $100 | |
| THE AMERICAN HEART ASSOCIATION | ||||||||
| C/O TOM LUCK LUCKY SHOES 2685 W | FAIRLAWN | OH | 44333 | NONE | MEDICAL | RESEARCH & EDUCATION | $500 | MARKET STREET |
| DISABLED AMERICAN VETERANS | ||||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | MEDICAL | REHABILITATION | $100 | |
| URBAN VISION | ||||||||
| PO BOX 1563 | AKRON | OH | 44309 | NONE | PUBLIC | COMMUNITY SERVICE | $2,500 | |
| BUONCONTI FUND TO CURE PARALYSIS | ||||||||
| 1095 NW 14TH TERRACE | MIAMI | FL | 33136 | NONE | MEDICAL | RESEARCH | $2,000 | |
| PARKINSON'S DISEASE FOUNDATION | ||||||||
| PO BOX 5018 | HAGERSTOWN | MD | 21741 | NONE | MEDICAL | RESEARCH | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 561451 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $110,743 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $210,985 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,874 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $115,858 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $439,460 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 439460 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JAMES BERLIN CHARITABLE LEAD ANNUIT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1074543 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 6224458 | BookValue |
| EOYFMV | 6224458 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREPAID BOND INTEREST | Description |
| BOY Book Value | 3668 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DUES | 300 | 0 | 0 |
| INSURANCE | 6420 | 0 | 0 |
| WORKERS COMPENSATION | 312 | 0 | 0 |
| POSTAGE & DELIVERY | 19 | 0 | 0 |
| OFFICE SUPPLIES | 295 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT REFUNDS | Description |
| Revenue And Expenses Per Books | 1874 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1874 | NetInvestmentIncome |
| Adjusted Net Income | 1874 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN (LOSS) | Description |
| Amount | $292,085 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $9,375 | Amount |
| Net Investment Income | 8712 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE TAXES & FILING FEES | $261 | 0 | 0 |
| PAYROLL TAXES | $5,014 | 0 | 0 |
| FEDERAL TAXES | $9,885 | 0 | 0 |
Comments