ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-12
- IRS object ID
- 201342249349100654
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T09:11:19-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Howard Wershbale & Co | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 Chagrin Blvd Suite 700 | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 441225450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341877125 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ROBERT L ANDERSON | InCareOfName |
| Name Control | ANDE | NameControl |
| Phone | 2396433932 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1416 Night Hawk Pointe | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Naples | City |
| State | FL | State |
| ZIP Code | 34105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT L ANDERSON | Name |
| Title | President | Title |
| Phone | 2163787233 | Phone |
| Date Signed | 2013-08-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph C Sbrocco CPA | Name |
| Phone | 2168311200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 319473 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 9345 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9345 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -11723 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 150406 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -2378 | TotalRevenueAndExpenses |
| Total Net Investment Income | 9345 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2280 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 720 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1772 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1329 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 443 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 158 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 58 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 100 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4930 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3667 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1263 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 15500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 15500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 20430 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3667 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16763 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22808 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5678 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 29978 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 55884 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 55884 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 888 | AccountsReceivable |
| Accounts Receivable EOY | 888 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 888 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 312817 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 266215 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 262701 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 342795 | TotalAssetsBOY |
| Total Assets EOY | 322987 | TotalAssetsEOY |
| Total Assets EOYFMV | 319473 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 3000 | AccountsPayableEOY |
| Total Liabilities EOY | 3000 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 342795 | UnrestrictedBOY |
| Unrestricted EOY | 319987 | UnrestrictedEOY |
| Total Net Assets BOY | 342795 | TotalNetAssetsBOY |
| Total Net Assets EOY | 319987 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 342795 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 322987 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 342795 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22808 | ExcessOfRevenueOverExpenses |
| Subtotal | 319987 | Subtotal |
| Total Net Assets Fund Balances EOY | 319987 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (32 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 162.588 LEUTHOLD CORE INVESTMENT | 2012-01-06 | 2012-06-08 | 2574 | 2581 | -7 | -7 |
| 676.575 SENTINEL SMALL COMPANY CL I | 2012-04-30 | 2012-09-06 | 5517 | 5505 | 12 | 12 |
| 565.987 LEUTHOLD CORE INVESTMENT | 2011-11-13 | 2012-06-08 | 8960 | 9149 | -189 | -189 |
| 50 AMERICAN EXPRESS CO | 2009-10-26 | 2012-09-12 | 2862 | 1795 | 1067 | 1067 |
| 50 AMERICAN EXPRESS CO | 2010-01-25 | 2012-09-12 | 2862 | 1923 | 939 | 939 |
| 30 CLOROX COMPANY | 2010-05-19 | 2012-01-20 | 2091 | 1940 | 151 | 151 |
| 30 CLOROX COMPANY | 2010-06-25 | 2012-01-20 | 2091 | 1922 | 169 | 169 |
| 50 DEERE & CO | 2009-09-11 | 2012-01-04 | 4023 | 2250 | 1773 | 1773 |
| 60 NORFOLK SOUTHERN CORP | 2010-10-13 | 2012-04-25 | 4372 | 3732 | 640 | 640 |
| 35 PEABODY ENERGY CORP | 2009-05-06 | 2012-04-25 | 1037 | 1223 | -186 | -186 |
| 50 PEABODY ENERGY CORP | 2009-06-24 | 2012-04-25 | 1482 | 1748 | -266 | -266 |
| 35 SNAP ON INC | 2010-11-18 | 2012-04-25 | 2178 | 1881 | 297 | 297 |
| 35 STRYKER CORP | 2009-05-13 | 2012-01-20 | 1844 | 1539 | 305 | 305 |
| 200 AT&T INC COM | 2012-09-12 | 7552 | 7943 | -391 | -391 | |
| 185 BANK OF NEW YORK MELLON | 2012-08-10 | 4094 | 7352 | -3258 | -3258 | |
| 75 BAXTER INTL INC | 2012-01-12 | 3882 | 1489 | 2393 | 2393 | |
| 100 CARDINAL HEALTH INC | 2012-01-17 | 4174 | 4691 | -517 | -517 | |
| 80 DANAHER CORP | 2012-01-11 | 4018 | 3086 | 932 | 932 | |
| 240 EMC CORP | 2012-01-05 | 5269 | 3676 | 1593 | 1593 | |
| 100 EXPRESS SCRIPTS INC | 2012-01-04 | 4752 | 3151 | 1601 | 1601 | |
| 600 FIRSTMERIT CORP | 2012-01-10 | 9680 | 17205 | -7525 | -7525 | |
| 600 FIRSTMERIT CORP | 2012-02-03 | 9936 | 17205 | -7269 | -7269 | |
| 500 FIRSTMERIT CORP | 2012-05-08 | 8411 | 14338 | -5927 | -5927 | |
| 300 FIRSTMERIT CORP | 2012-08-22 | 4838 | 8603 | -3765 | -3765 | |
| 400 FIRSTMERIT CORP | 2012-09-06 | 6596 | 11472 | -4876 | -4876 | |
| 10 GOOGLE INC | 2012-08-14 | 6713 | 4725 | 1988 | 1988 | |
| 35 INTL BUSINESS MACH | 2012-08-10 | 6924 | 3660 | 3264 | 3264 | |
| 150 MICROSOFT CORP | 2012-09-13 | 4655 | 4151 | 504 | 504 | |
| 40 NIKE INC CLASS B | 2012-09-12 | 4014 | 2484 | 1530 | 1530 | |
| 100 PROCTER & GAMBLE CO | 2012-08-07 | 6616 | 3259 | 3357 | 3357 | |
| 50 STRYKER CORP | 2012-01-20 | 2633 | 2199 | 434 | 434 | |
| 125 SYSCO CORP | 2012-01-20 | 3756 | 4252 | -496 | -496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -11723 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 21279 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 326096 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.065254 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 16425 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 350127 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046912 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 14088 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 318223 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044271 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 24447 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 389466 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.062771 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 25649 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 436638 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058742 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.27795 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05559 | AverageDistributionRatio |
| Net Noncharitable Assets | 316777 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 17610 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 57 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 17667 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16763 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 114 | InvestmentIncomeExciseTax |
| Subtotal | 114 | Subtotal |
| Tax Based On Investment Income | 114 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 174 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 174 | TotalCreditsAndPayments |
| Overpayment | 60 | Overpayment |
| Amount Credited To Next Year | 60 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT L ANDERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2396433932 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1416 NIGHT HAWK POINTE | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ROBERT L ANDERSON | ||||||
| 1416 Night Hawk Pointe | Naples | FL | 34105 | PRESIDENT | 1.0 | 0 |
| JOANNE L ANDERSON | ||||||
| 1416 Night Hawk Pointe | Naples | FL | 34105 | TREASURER | 1.0 | 0 |
| CYNTHIA L ANDERSON | ||||||
| 1416 Night Hawk Pointe | Naples | FL | 34105 | SECRETARY | 1.0 | 0 |
| DOUGLAS L ANDERSON | ||||||
| 1416 Night Hawk Pointe | Naples | FL | 34105 | VICE-PRESident | 1.0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 276480 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 45121 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 321601 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 321601 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4824 | CashDeemedCharitable |
| Net Noncharitable Assets | 316777 | NetNoncharitableAssets |
| Minimum Investment Return | 15839 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15839 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 114 | TaxBasedOnInvestmentIncome |
| Total Tax | 114 | TotalTax |
| Distributable Amount Before Adj | 15725 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 15725 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 15725 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16763 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 16763 | QualifyingDistributions |
| Adj Qualifying Distributions | 16763 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15725 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 10032 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 16763 | QualifyingDistributions |
| Applied To Year1 | 10032 | AppliedToYear1 |
| Applied To Current Year | 6731 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 8994 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT JOANNE ANDERSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 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 |
|---|---|---|---|---|---|---|---|---|
| UNITED WAY OF LAKE COUNTY | ||||||||
| 9285 PROGRESS PARKWAY | MENTOR | OH | 44060 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,000 | |
| THE SALVATION ARMY | ||||||||
| 69 PEARL STREET | PAINESVILLE | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| Caroline's Kids Pet Rescue | ||||||||
| 7394 Morley Rd | Concord Twp | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $5,000 | |
| Morning Star Evangelical Friends Church | ||||||||
| 12250 Ravenna Rd | Chardon | OH | 44024 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| The Neighborhood Health Clinic | ||||||||
| 120 Goodlette Road | Naples | OH | 34102 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| DIVINE WORD CATHOLIC CHURCH | ||||||||
| 8100 Eagle Road | Kirtland | OH | 44094 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| Angels Undercover of Collier County Inc | ||||||||
| 855 Vanderbilt Beach Road | Naples | FL | 34108 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | PO Box 250 |
| HOSPICE OF WESTERN RESERVE | ||||||||
| 300 EAST 185TH STREET | CLEVELAND | OH | 44119 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,000 | |
| WOMEN SAFE INC | ||||||||
| 12041 RAVENNA RD | CHARDON | OH | 44024 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| Clothe-A-Child | ||||||||
| PO Box 1202 | Findlay | OH | 45839 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 15500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,345 | ExclusionAmount |
Net Rental Incm Re Debt Fincd Prop NetRentalIncmReDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 30 | ExclusionCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$11,723 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$2,378 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -2378 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 2280 | NetInvestmentIncome |
| Disbursements Charitable Prps | 720 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (26 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABORATORIES | 3487 | 5568 |
| APPLE INC | 3478 | 5322 |
| CISCO SYSTEMS INC | 4009 | 4421 |
| COCA COLA COMPANY | 4141 | 7250 |
| EXXON MOBIL CORPORATION | 5207 | 6491 |
| FIRSTMERIT CORP | 45881 | 22704 |
| MCDONALDS CORP | 3382 | 5734 |
| WELLS FARGO & CO | 2659 | 3418 |
| HOME DEPOT INC | 1780 | 3093 |
| JP MORGAN CHASE & CO ALERIAN | 10867 | 11538 |
| ABSOLUTE STRATEGIES | 10032 | 10059 |
| FPA CRESCENT INSTL | 20607 | 22322 |
| IVA WORLDWIDE FUND CL I | 23556 | 22997 |
| MERGER FUND | 20780 | 20628 |
| FIDELITY ADVISOR FL RATE HIGH | 15088 | 15462 |
| OPPENHEIMER SENIOR FL RATE CL | 12155 | 12430 |
| ABSOLUTE STRATEGIES CLASS R | 4500 | 4424 |
| ARBITRAGE FUND CLASS I | 5147 | 5022 |
| FIDELITY ADVISOR NEW INSIGHTS | 9572 | 10778 |
| GW&K SMALL-CAP EQUITY INVESTOR | 5634 | 5556 |
| INVESCO COMSTOCK FUND | 7136 | 7877 |
| MAINSTAY MARKETFIELD FUND | 11556 | 12332 |
| WILLIAM BLAIR INTERNATIONAL | 7760 | 8387 |
| LOMMIS SAYLES BOND RETAIL | 6801 | 7166 |
| PIMCO UNCONSTRAINED BOND FUND | 9738 | 9952 |
| TEMPLETON GLOBAL BOND ADVISOR | 11262 | 11770 |
Land Etc Schedule2 LandEtcSchedule2
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT AND BANK FEES | Category |
| Amount | $1,772 | Amount |
| Net Investment Income | 1329 | NetInvestmentIncome |
| Disbursements Charitable Prps | 443 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE FILING FEE | $158 | 58 | 100 |
| FOREIGN TAXES PAID |
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