ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-12
- IRS object ID
- 201222569349100602
- 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
- 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 | 2012-09-12T11:12:24-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 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 | 2011-01-01 | 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 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT ANDERSON | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2012-09-12 | 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 | 2011 | 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 | 307565 | 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 | 10673 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10673 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -48917 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 123855 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -38244 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10673 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2090 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 660 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1609 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1207 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 402 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 617 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 27 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 590 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4976 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3324 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1652 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 19700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 19700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 24676 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3324 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 21352 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -62920 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7349 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 17504 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 29978 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 29978 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 388211 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 312817 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 277587 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 405715 | TotalAssetsBOY |
| Total Assets EOY | 342795 | TotalAssetsEOY |
| Total Assets EOYFMV | 307565 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 405715 | UnrestrictedBOY |
| Unrestricted EOY | 342795 | UnrestrictedEOY |
| Total Net Assets BOY | 405715 | TotalNetAssetsBOY |
| Total Net Assets EOY | 342795 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 405715 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 342795 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 405715 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -62920 | ExcessOfRevenueOverExpenses |
| Subtotal | 342795 | Subtotal |
| Total Net Assets Fund Balances EOY | 342795 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (17 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 60 3M COMPANY | 2009-05-13 | 2011-11-30 | 4834 | 4030 | 804 | 804 |
| 60 AIR PROD & CHEMICALS INC | 2009-01-14 | 2011-11-11 | 5191 | 2682 | 2509 | 2509 |
| 50 APACHE CORP | 2001-07-13 | 2011-11-30 | 4895 | 1021 | 3874 | 3874 |
| 115 AUTO DATA PROCESSING | 2009-01-14 | 2011-11-11 | 5991 | 5242 | 749 | 749 |
| 165 EQUIFAX INC | 2008-09-18 | 2011-11-11 | 5945 | 6164 | -219 | -219 |
| 35 FEDEX CORP | 2009-01-14 | 2011-08-04 | 2936 | 1442 | 1494 | 1494 |
| 35 FRANKLIN RESOURCES INC | 2010-10-20 | 2011-11-30 | 3459 | 4075 | -616 | -616 |
| 125 GAMESTOP CORP | 2009-05-13 | 2011-08-18 | 2286 | 3341 | -1055 | -1055 |
| 55 KIMBERLY-CLARK CORP | 2010-08-31 | 2011-12-23 | 4038 | 3489 | 549 | 549 |
| 100 MEDTRONIC INC | 2009-01-14 | 2011-01-05 | 3631 | 5303 | -1672 | -1672 |
| 100 OMINCOM GROUP INC | 2002-10-31 | 2011-11-29 | 4159 | 2594 | 1565 | 1565 |
| 75 SCHLUMBERGER LTD | 2003-06-29 | 2011-11-29 | 5308 | 1805 | 3503 | 3503 |
| 65 SHERWIN WILLIAMS CO | 2009-05-13 | 2011-12-23 | 5825 | 3728 | 2097 | 2097 |
| 1,500 FIRSTMERIT CORP | 1941-01-01 | 2011-11-09 | 21416 | 43013 | -21597 | -21597 |
| 1,500 FIRSTMERIT CORP | 1941-01-01 | 2011-11-09 | 21476 | 43013 | -21537 | -21537 |
| 1,218 FIRSTMERIT CORP | 1941-01-01 | 2011-11-10 | 17596 | 34927 | -17331 | -17331 |
| 300 CORNING INC | 2009-01-14 | 2011-07-27 | 4869 | 6903 | -2034 | -2034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -48917 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16425 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 350127 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046912 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 14088 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 318223 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044271 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 24447 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 389466 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.062771 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 25649 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 436638 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.058742 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 21615 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 447256 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048328 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.261024 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052205 | AverageDistributionRatio |
| Net Noncharitable Assets | 326096 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 17024 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 73 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 17097 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 21352 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 73 | InvestmentIncomeExciseTax |
| Subtotal | 73 | Subtotal |
| Tax Based On Investment Income | 73 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 247 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 247 | TotalCreditsAndPayments |
| Overpayment | 174 | Overpayment |
| Amount Credited To Next Year | 174 | 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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROBERT L ANDERSON | ||||||||
| 1416 NIGHT HAWK POINTE | NAPLES | FL | 34105 | PRESIDENT | 1.0 | 0 | 0 | 0 |
| JOANNE L ANDERSON | ||||||||
| 1416 NIGHT HAWK POINTE | NAPLES | FL | 34105 | TREASURER | 1.0 | 0 | 0 | 0 |
| CYNTHIA L ANDERSON | ||||||||
| 1416 NIGHT HAWK POINTE | NAPLES | FL | 34105 | SECRETARY | 1.0 | 0 | 0 | 0 |
| DOUGLAS L ANDERSON | ||||||||
| 1416 NIGHT HAWK POINTE | NAPLES | FL | 34105 | VICE-PRESident | 1.0 | 0 | 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 | 312656 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18406 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 331062 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 331062 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4966 | CashDeemedCharitable |
| Net Noncharitable Assets | 326096 | NetNoncharitableAssets |
| Minimum Investment Return | 16305 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 16305 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 73 | TaxBasedOnInvestmentIncome |
| Total Tax | 73 | TotalTax |
| Distributable Amount Before Adj | 16232 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 16232 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 16232 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 21352 | 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 | 21352 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 73 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 21279 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16232 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 15152 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | 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 | 21352 | QualifyingDistributions |
| Applied To Year1 | 15152 | AppliedToYear1 |
| Applied To Current Year | 6200 | 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 | 10032 | 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 (22 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 | $1,000 | |
| THE SALVATION ARMY | ||||||||
| 69 PEARL STREET | PAINESVILLE | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| Crossroads | ||||||||
| 8445 Munson Rd | MENTOR | OH | 44060 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| Christ Child Society of Naples | ||||||||
| PO Box 770179 | Naples | FL | 34108 | 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 | $1,500 | |
| LAKE HUMANE SOCIETY | ||||||||
| 7564 TYLER BLVD | MENTOR | OH | 440609400 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | BUILDING E |
| RIVERSIDE HIGH SCHOOL GRIDIRON CLUB | ||||||||
| 585 RIVERSIDE DR | PAINESVILLE | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| FUN TIME EARLY CHILDHOOD ACADEMY | ||||||||
| 102 12TH STREET NORTH | NAPLES | FL | 34102 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| HABITAT FOR HUMANITY OF COLLIER COUNTY | ||||||||
| 1145 TAMIAMI TRAIL EAST | NAPLES | FL | 34113 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| LAKE COUNTY PARKS FOUNDATION | ||||||||
| PO BOX 2134 | PAINESVILLE | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| NEWS HERALD CLOTH-A-THON | ||||||||
| 7085 MENTOR AVENUE | WILLOUGHBY | OH | 44094 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| HOSPICE OF WESTERN RESERVE | ||||||||
| 300 EAST 185TH STREET | CLEVELAND | OH | 44119 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,500 | |
| WOMEN SAFE INC | ||||||||
| 12041 RAVENNA RD | CHARDON | OH | 44024 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| CAMP SUE OSBORN | ||||||||
| 8090 BROADMOOR RD | MENTOR | OH | 44060 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| THE HOLDEN ARBORETUM | ||||||||
| 9500 SPERRY RD | KIRTLAND | OH | 44094 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 8 NORTH STATE STREET | PAINESVILLE | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | SUITE 360 |
| AVOW HOSPICE | ||||||||
| 1095 WHIPPOORWILL LANE | NAPLES | FL | 34105 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| Valley Christian Academy | ||||||||
| 1037 EAST BOULEVARD | AURORA | OH | 44202 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $100 | |
| UNIVERSITY HOSPITAL | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,000 | |
| Citizens for Lakeland Community College | ||||||||
| 7290 SOUTHMEADOW DRIVE | CONCORD | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| Rainbow Babies & Childrens Hospital | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $2,500 | |
| SUNSHINE FUND INMEMORY OF BOB SANDERSON | ||||||||
| 7774 Warner Road | Madison | OH | 44057 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 19700 | 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 | $10,673 | 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 | -$48,917 | 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 | -$38,244 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -38244 | 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 | $2,750 | Amount |
| Net Investment Income | 2090 | NetInvestmentIncome |
| Disbursements Charitable Prps | 660 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (50 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AT&T INC | 7943 | 6048 |
| ABBOTT LABORATORIES | 3487 | 4780 |
| AIR PROD & CHEMICALS INC | 0 | 0 |
| AMERICAN EXPRESS COMPANY | 3718 | 4717 |
| APACHE CORP | 0 | 0 |
| APPLE INC | 3477 | 4050 |
| AUTO DATA PROCESSING | 0 | 0 |
| BANK OF NY MELLON | 7352 | 3683 |
| BAXTER INTERNATIONAL INC | 1489 | 3711 |
| CARDINAL HEALTH INC | 4691 | 4061 |
| CISCO SYSTEMS INC | 4009 | 4068 |
| COCA COLA COMPANY | 4141 | 6997 |
| CORNING INC | 0 | 0 |
| DANAHER CORP | 3086 | 3763 |
| DEERE & CO | 2250 | 3868 |
| EMC CORP | 3676 | 5170 |
| EQUIFAX INC | 0 | 0 |
| EXPRESS SCRIPTS INC | 3151 | 4469 |
| EXXON MOBIL CORPORATION | 5207 | 6357 |
| FEDEX CORPORATION | 0 | 0 |
| FIRSTMERIT CORP | 114702 | 60520 |
| GAMESTOP CORP | 0 | 0 |
| GOOGLE INC | 4725 | 6459 |
| IBM | 3660 | 6436 |
| MCDONALDS CORP | 3382 | 6521 |
| MEDTRONIC INC | 0 | 0 |
| MICROSOFT CORP | 4151 | 3894 |
| NIKE INC | 2484 | 3855 |
| OMNICOM GROUP INC | 0 | 0 |
| PEABODY ENERGY CORP | 2972 | 2814 |
| PROCTER & GAMBLE | 3259 | 6671 |
| SCHLUMBERGER LTD | 0 | 0 |
| SHERWIN WILLIAMS CO | 0 | 0 |
| STRYKER CORP | 3738 | 4225 |
| SYSCO CORPORATION | 4251 | 3666 |
| WELLS FARGO & CO | 2659 | 2756 |
| 3M COMPANY | 0 | 0 |
| CLOROX COMPANY | 3863 | 3994 |
| FRANKLIN RESOURCES | 0 | 0 |
| HOME DEPOT INC | 1780 | 2102 |
| KIMBERLY-CLARK CORP | 0 | 0 |
| NORFOLK SOUTHERN CORP | 3733 | 4372 |
| SNAP ON INC | 1882 | 1772 |
| ABSOLUTE STRATEGIES CLASS R | 10032 | 10032 |
| FPA CRESCENT INSTL | 20426 | 20232 |
| IVA WORLDWIDE FUND CL I | 22832 | 21515 |
| LEUTHOLD CORE INVESTMENT | 9149 | 8858 |
| MERGER FUND | 13368 | 13068 |
| FIDELITY ADVISOR FL RATE HIGH | 12063 | 12028 |
| OPPENHEIMER SENIOR FL RATE CL | 6029 | 6055 |
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 | $1,609 | Amount |
| Net Investment Income | 1207 | NetInvestmentIncome |
| Disbursements Charitable Prps | 402 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| STATE FILING FEE | $100 | 100 | |
| FEDERAL PAYMENT | $490 | 490 | |
| FOREIGN TAXES PAID | $27 | 27 |
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