RICHARD A BARONE CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD A BARONE CHARITABLE FOUNDATION (EIN 80-0306290)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201241359349102204
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T13:52:42-05:00 | 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 | COREFOCAL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24610 DETROIT ROAD SUITE 150 | AddressLine1 |
| City | WESTLAKE | City |
| State | OH | State |
| ZIP Code | 441452543 | 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 | 800306290 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD A BARONE CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RICH | NameControl |
| Phone | 2168254000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 AUBURN DRIVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 300 | AddressLine2 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD A BARONE | Name |
| Title | CHAIRMAN | Title |
| Phone | 2168254000 | Phone |
| Date Signed | 2012-05-03 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES T GUZOWSKI | Name |
| Phone | 4403489200 | Phone |
| Date Prepared | 2012-05-14 | DatePrepared |
| 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 | 839018 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 169353 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9699 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9699 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 25558 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 25558 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16947 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 693323 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 95542 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 221557 | TotalRevenueAndExpenses |
| Total Net Investment Income | 130799 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2800 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 793 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 209 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 3802 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 67050 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 67050 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 70852 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 67050 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 150705 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 130799 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 259303 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 218888 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 218888 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 435505 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 626682 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 620130 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 57 | OtherAssetsBOY |
| Total Assets BOY | 694865 | TotalAssetsBOY |
| Total Assets EOY | 845570 | TotalAssetsEOY |
| Total Assets EOYFMV | 839018 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 694865 | UnrestrictedBOY |
| Unrestricted EOY | 845570 | UnrestrictedEOY |
| Total Net Assets BOY | 694865 | TotalNetAssetsBOY |
| Total Net Assets EOY | 845570 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 694865 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 845570 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 694865 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 150705 | ExcessOfRevenueOverExpenses |
| Subtotal | 845570 | Subtotal |
| Total Net Assets Fund Balances EOY | 845570 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (28 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 |
|---|---|---|---|---|---|---|---|
| INTERNATIONAL MONETARY SYS LTD | P | 2011-03-28 | 2011-05-10 | 129 | 155 | -26 | -26 |
| ALLIANCE BANKSHARES CORP COM | D | 2008-12-08 | 2011-04-20 | 31027 | 9469 | 21558 | 21558 |
| NUVEEN DIVID ADVANTAGE MUN FD 3 | P | 2011-04-25 | 2011-04-25 | 16318 | 15989 | 329 | 329 |
| ALLIANCE BANKSHARES CORP COM | D | 2008-12-08 | 2011-04-20 | 31430 | 7554 | 23876 | 23876 |
| PUBLIC STORAGE DEPOSITARY SH | P | 2011-09-13 | 2011-10-14 | 28622 | 27550 | 1072 | 1072 |
| KIMCO RLTY CORP DEPOSITARY SHS | P | 2010-10-11 | 2011-10-14 | 26076 | 24705 | 1371 | 1371 |
| ALLIANCEBERNSTEIN INCOME FD INC | P | 2010-12-14 | 2011-11-30 | 48450 | 45577 | 2873 | 2873 |
| INTERNATIONAL MONETARY SYS LTD | D | 2009-11-04 | 2011-08-17 | 1743 | 1237 | 506 | 506 |
| BLACKROCK INCOME OPPTY TR INC | P | 2011-04-01 | 2011-04-05 | 6597 | 6543 | 54 | 54 |
| INTERNATIONAL MONETARY SYS LTD | D | 2009-11-04 | 2011-08-18 | 2024 | 1498 | 526 | 526 |
| CORPORATE BACKED TR CTFS FEDERAL EXP | P | 2010-11-04 | 2011-05-12 | 10960 | 10392 | 568 | 568 |
| PUBLIC STORAGE DEP SHS | P | 2011-08-17 | 2011-09-30 | 30000 | 30373 | -373 | -373 |
| GDL FD CUMULATIVE PFD SER B | P | 2011-04-15 | 2011-05-11 | 6917 | 5950 | 967 | 967 |
| COMCAST CORP SR NT 7.00% | P | 2011-05-25 | 2011-11-25 | 37500 | 38021 | -521 | -521 |
| GENERAL AMERN INVS CO INC | P | 2010-07-26 | 2011-03-22 | 37949 | 37610 | 339 | 339 |
| CORTS TR XEROX CAP TRU I CORP | P | 2011-05-23 | 2011-05-26 | 20294 | 20728 | -434 | -434 |
| KIMCO RLTY CORP DEPOSITARY SHS | P | 2010-12-15 | 2011-10-14 | 13038 | 12165 | 873 | 873 |
| EATON VANCE RISK MANAGED DIVERSIFIED | P | 2011-06-06 | 2011-06-24 | 24372 | 24185 | 187 | 187 |
| MFS CHARTER INCOME TRUST | P | 2011-03-18 | 2011-12-08 | 45294 | 44980 | 314 | 314 |
| EATON VANCE RISK MANAGED DIVERSIFIED | P | 2011-08-08 | 2011-08-10 | 21197 | 20140 | 1057 | 1057 |
| MFS INTERMEDIATE INCOME TRUST SH BEN | P | 2010-12-14 | 2011-05-27 | 32195 | 32804 | -609 | -609 |
| HANCOCK JOHN PREM DIVID FD | D | 2009-03-06 | 2011-08-31 | 12725 | 4940 | 7785 | 7785 |
| MFS INTERMEDIATE INCOME TRUST SH BEN | P | 2010-12-14 | 2011-10-26 | 31395 | 30493 | 902 | 902 |
| MFS INTERMEDIATE INCOME TRUST SH | P | 2011-08-08 | 2011-10-26 | 31345 | 30250 | 1095 | 1095 |
| PUBLIC STORAGE DEPOSITARY SH | P | 2010-11-03 | 2011-09-12 | 38110 | 37807 | 303 | 303 |
| INTERNATIONAL MONETARY SYS LTD | D | 2009-11-04 | 2011-08-17 | 22244 | 13822 | 8422 | 8422 |
| STRATS TR FOR DOMINION RES INC | P | 2010-11-18 | 2011-04-15 | 35499 | 35454 | 45 | 45 |
| WEINGARTEN RLTY INVS DEP SHS | D | 2009-02-04 | 2011-03-09 | 49449 | 27390 | 22059 | 22059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 95542 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 9015 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 41700 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 656182 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.063549 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.063549 | TotalDistributionRatio |
| Average Distribution Ratio | 0.063549 | AverageDistributionRatio |
| Net Noncharitable Assets | 897079 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 57008 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1308 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 58316 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 67050 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1308 | InvestmentIncomeExciseTax |
| Subtotal | 1308 | Subtotal |
| Tax Based On Investment Income | 1308 | TaxBasedOnInvestmentIncome |
| Tax Due | 1308 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SUSAN JOHNSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2168254000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 AUBURN DR | AddressLine1 |
| Address Line2 | STE 300 | AddressLine2 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
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 |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD A BARONE | |||||||||
| 2000 AUBURN DRIVE | STE 300 | BEACHWOOD | OH | 44122 | CHAIRMAN | 1.00 | 0 | 0 | 0 |
| MARTHA S BARONE | |||||||||
| 2000 AUBURN DRIVE | STE 300 | BEACHWOOD | OH | 44122 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| KATHRYN A BARONE | |||||||||
| 2000 AUBURN DRIVE | STE 300 | BEACHWOOD | OH | 44122 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 672607 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 238133 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 910740 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 910740 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13661 | CashDeemedCharitable |
| Net Noncharitable Assets | 897079 | NetNoncharitableAssets |
| Minimum Investment Return | 44854 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 44854 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1308 | TaxBasedOnInvestmentIncome |
| Total Tax | 1308 | TotalTax |
| Distributable Amount Before Adj | 43546 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 43546 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 43546 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 67050 | ExpensesAndContributions |
| Qualifying Distributions | 67050 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1308 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 65742 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 43546 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 9684 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 9684 | TotalExcessDistriCarryover |
| Qualifying Distributions | 67050 | QualifyingDistributions |
| Applied To Current Year | 43546 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 23504 | RemainingDistriFromCorpus |
| Total Corpus | 33188 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 33188 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 9684 | ExcessFromYear1 |
| Excess From Current Year | 23504 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD A BARONE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| MAGNIFICAT HIGH SCHOOL | ||||||
| 20770 HILLIARD BLVD | ROCKY RIVER | OH | 44116 | 509(A)(1) | SCHOLARSHIPS | $13,500 |
| HANDS TOGETHER | ||||||
| 685 CITY PARK AVE | COLUMBUS | OH | 43206 | 509(A)(1) | HAITI RELIEF | $10,000 |
| CLEVELAND STATE UNIVERSITY | ||||||
| 2121 EUCLID AVENUE | CLEVELAND | OH | 44115 | 509(A)(1) | SCHOLARSHIPS | $10,000 |
| ST AGNES OUR LADY FATIMA | ||||||
| 6800 LEXINGTON AVE | CLEVELAND | OH | 44103 | 509(A)(1) | CHARITY FUND | $11,200 |
| GIRLS INC | ||||||
| 201 S TUTTLE AVE | SARASOTA | FL | 34237 | 509(A)(1) | SCHOLARSHIPS | $1,000 |
| CSU PLAYHOUSE SQUARE FOUNDATION | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | 509(A)(1) | EVENT SPONSORSHIP | $1,000 |
| ST RAPHAEL CHURCH | ||||||
| 525 DOVER CENTER RD | BAY VILLAGE | OH | 44140 | 509(A)(1) | CHARITY FUND | $350 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | 509(A)(1) | COMPREHENSIVE CAMPAIGN GIFT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 67050 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,699 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,558 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16,947 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,204 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 52204 | 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 |
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 | RICHARD A BARONE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 AUBURN DRIVE | AddressLine1 |
| Address Line2 | STE 300 | AddressLine2 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 169353 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 3000 WEINGARTEN RLTY INVSDEP | 74543 | 2011-02-08 |
| 1 | 25000 INT'L MONETARY SYS LTD COM | 18750 | 2011-03-28 |
| 1 | 10000 ALLIANCE BANKSHARES CORP | 63500 | 2011-04-19 |
| 1 | 1000 HANCOCK JOHN PREM DIV | 12560 | 2011-08-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,800 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| RICHARD A BARONE |
| MARTHA S BARONE |
| KATHRYN A BARONE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MARKETABLE SECURITIES | NameOfStock |
| EOY Book Value | 626682 | EOYBookValue |
| EOYFMV | 620130 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDEND RECEIVABLE | Description |
| BOY Book Value | 57 | BOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| EXPENSES | |
| OHIO FILING FEE | 200 |
| MISCELLANEOUS | 9 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| ANCORA FOUNDATION | |||
| 2000 AUBURN DRIVE STE 300 | BEACHWOOD | OH | 44122 |
| RICHARD A BARONE | |||
| 2000 AUBURN DRIVE STE 300 | BEACHWOOD | OH | 44122 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $793 | Amount |