VANA FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VANA FAMILY FOUNDATION (EIN 20-1356963)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201233199349100203
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T08:14:30-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271180831 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HPM PARTNERS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVE SUITE 1000 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | 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 | 201356963 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VANA FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VANA | NameControl |
| Phone | 3302124756 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 WEST AVENUE NO 139 | AddressLine1 |
| City | TALLMADGE | City |
| State | OH | State |
| ZIP Code | 44278 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT J VANA | Name |
| Title | PRESIDENT | Title |
| Phone | 3302124756 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW WOJTOWICZ CPA | Name |
| PTIN | P00969025 | PTIN |
| Phone | 2166870700 | 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 | 845920 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 29535 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 29535 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 35687 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 478005 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 35687 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 65222 | TotalRevenueAndExpenses |
| Total Net Investment Income | 65222 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 911 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2426 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2226 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3337 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2226 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 48000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 48000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 51337 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2226 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 48000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 13885 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 62996 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 48489 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 86497 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 86497 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 825012 | InvestmentsOtherBOY |
| Investments Other EOY | 800889 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 759423 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 873501 | TotalAssetsBOY |
| Total Assets EOY | 887386 | TotalAssetsEOY |
| Total Assets EOYFMV | 845920 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 873501 | RetainedEarningsBOY |
| Retained Earnings EOY | 887386 | RetainedEarningsEOY |
| Total Net Assets BOY | 873501 | TotalNetAssetsBOY |
| Total Net Assets EOY | 887386 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 873501 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 887386 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 873501 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 13885 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 887386 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 887386 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 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 |
|---|---|---|---|---|---|---|---|
| 1,414.027 SHS FAIRHOLME FUND | P | 2008-08-27 | 2011-02-24 | 49985 | 44397 | 5588 | 5588 |
| 2,057.613 SHS HARBOR BOND FUND INST | P | 2007-11-19 | 2011-02-24 | 24985 | 24591 | 394 | 394 |
| 825.466 SHS FAIRHOLME FUND | P | 2008-08-27 | 2011-05-20 | 27036 | 25918 | 1118 | 1118 |
| 323.954 SHS FAIRHOLME FUND | P | 2009-05-14 | 2011-05-20 | 10610 | 7690 | 2920 | 2920 |
| 682.082 SHS FAIRHOLME FUND | P | 2009-11-25 | 2011-05-20 | 22339 | 20000 | 2339 | 2339 |
| 480 SHS ISHARES TRUST IBOXX HIGH YIELD CORP | P | 2010-09-02 | 2011-06-15 | 42994 | 41961 | 1033 | 1033 |
| 2,279.857 SHS DODGE & COX INT'L | P | 2005-01-13 | 2011-07-26 | 83581 | 68230 | 15351 | 15351 |
| 769.006 SHS DODGE & COX INT'L | P | 2009-11-25 | 2011-07-26 | 28192 | 25000 | 3192 | 3192 |
| 1,782.451 SHS FAIRHOLME FUND | P | 2009-05-14 | 2011-07-26 | 56631 | 42310 | 14321 | 14321 |
| 911.873 SHS KEELEY SMALL CAP VALUE FUND | P | 2008-08-26 | 2011-07-26 | 24502 | 25733 | -1231 | -1231 |
| 603 SHS VANGUARD MSCI EMERGING MARKETS | P | 2010-07-27 | 2011-08-19 | 25010 | 25408 | -398 | -398 |
| 1,029.905 SHS THORNBURG INT'L VALUE FUND | P | 2011-07-26 | 2011-08-22 | 25485 | 31080 | -5595 | -5595 |
| 1,647.035 SHS THORNBURG VALUE FUND | P | 2011-05-20 | 2011-08-22 | 46893 | 60000 | -13107 | -13107 |
| CAPITAL GAINS DIVIDENDS | P | 9762 | 9762 | 9762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 35687 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 902650 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053177 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 44020 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 809861 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054355 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 42090 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 915606 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045970 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 47696 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1030649 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046278 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 47587 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 974406 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048837 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248617 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049723 | AverageDistributionRatio |
| Net Noncharitable Assets | 919158 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 45703 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 630 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 46333 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 48000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 630 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 630 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 630 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 600 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 800 | TaxPaidWithExtension |
| Total Credits And Payments | 1400 | TotalCreditsAndPayments |
| Overpayment | 770 | Overpayment |
| Amount Credited To Next Year | 770 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 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 | ROBERT VANA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3302124756 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 WEST AVENUE 139 | AddressLine1 |
| City | TALLMADGE | City |
| State | OH | State |
| ZIP Code | 44278 | 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 (6 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 VANA | ||||||||
| 164 WEST AVENUE 139 | TALLMADGE | OH | 44278 | PRESIDENT; TRUSTEE/DIRECTO | 0.00 | 0 | 0 | 0 |
| VERONICA VANA-SNIDER | ||||||||
| 164 WEST AVENUE 139 | TALLMADGE | OH | 44278 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| MATTHEW VANA | ||||||||
| 164 WEST AVENUE 139 | TALLMADGE | OH | 44278 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| FRANCINE NOVAK | ||||||||
| 164 WEST AVENUE 139 | TALLMADGE | OH | 44278 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| BRIAN SNIDER | ||||||||
| 164 WEST AVENUE 139 | TALLMADGE | OH | 44278 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| HELENA VANA | ||||||||
| 164 WEST AVENUE 139 | TALLMADGE | OH | 44278 | SECRETARY/TREASURER; TRUST | 0.00 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 846099 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 87056 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 933155 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 933155 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13997 | CashDeemedCharitable |
| Net Noncharitable Assets | 919158 | NetNoncharitableAssets |
| Minimum Investment Return | 45958 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 45958 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 630 | TaxBasedOnInvestmentIncome |
| Total Tax | 630 | TotalTax |
| Distributable Amount Before Adj | 45328 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 45328 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 45328 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 48000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 48000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 630 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 47370 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 45328 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 3947 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3438 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 7385 | TotalExcessDistriCarryover |
| Qualifying Distributions | 48000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 45328 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2672 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 10057 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 10057 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 3947 | ExcessFromYear2 |
| Excess From Year1 | 3438 | ExcessFromYear1 |
| Excess From Current Year | 2672 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 3505 EMBASSY PARKWAY | AKRON | OH | 44333 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| CATHOLIC CHARITIES OF PORTAGE COUNTY | |||||||
| 206 W MAIN STREET | RAVENNA | OH | 44266 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 1404 EAST NINTH STREET | CLEVELAND | OH | 44114 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 95 PINE STREET 16TH FL | NEW YORK | NY | 10005 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| DEYARMIN FOUNDATION | |||||||
| 488 N MUNROE ROAD | TALLMADGE | OH | 44278 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| HIRAM FUND - HIRAM COLLEGE | |||||||
| PO BOX 67 | HIRAM | OH | 44234 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| OHIO MENTAL HEALTH AMERICA OF SUMMIT COUNTY | |||||||
| 20 OLIVE STREET SUITE 404 | AKRON | OH | 44310 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| ONE OF A KIND PETS | |||||||
| 1699 WEST MARKET STREET | AKRON | OH | 44313 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| OUR LADY OF VICTORY CHURCH | |||||||
| 105 NORTH AVENUE | TALLMADGE | OH | 44278 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| ST HILLARY CHURCH | |||||||
| 2750 WEST MARKET STREET | FAIRLAWN | OH | 44333 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| ST VINCENT-ST MARY HIGH SCHOOL | |||||||
| 15 NORTH MAPLE STREET | AKRON | OH | 44303 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| ST BEDE THE VENERABLE CHURCH | |||||||
| 9114 LAKE SHORE BLVD | MENTOR | OH | 44060 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| UMDF | |||||||
| 8085 SALTSBURG ROAD | PITTSBURGH | PA | 15239 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| UNIVERSITY OF AKRON FOUNDATION | |||||||
| MARTIN UNIV CTR | AKRON | OH | 44325 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| US FUND FOR UNICEF | |||||||
| 333 EAST 38TH STREET | NEW YORK | NY | 10016 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| THE OAK CLINIC | |||||||
| 3838 MASSILLON ROAD STE 360 | UNIONTOWN | OH | 44685 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| ADOPT-A-PETCOM | |||||||
| PO BOX 7 | REDONDO BEACH | CA | 90277 | UNRELATED | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 48000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $29,535 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $35,687 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $65,222 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 65222 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 800889 | BookValue |
| EOYFMV | 759423 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | 2226 | 2226 | 0 |
| OHIO FILING FEES | 200 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL AGENT | Category |
| Amount | $911 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |