FURP.ORG / PUBLIC DATA EXPLORER

RICHARD A BARONE CHARITABLE FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
RICHARD A BARONE CHARITABLE FOUNDATION (EIN 80-0306290)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-09
IRS object ID
201101299349100925
Schema version
2010v3.2
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

FieldValueIRS element (for citing)
Timestamp2011-05-09T15:52:13-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1COREFOCALBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line124610 DETROIT ROAD SUITE 150AddressLine1
CityWESTLAKECity
StateOHState
ZIP Code441452543ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN800306290EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1RICHARD A BARONE CHARITABLEBusinessNameLine1
Business Name Line2FOUNDATIONBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlRICHNameControl
Phone2168254000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12000 AUBURN DRIVEAddressLine1
Address Line2ROOM/SUITE 300AddressLine2
CityBEACHWOODCity
StateOHState
ZIP Code44122ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRICHARD A BARONEName
TitleCHAIRMANTitle
Phone2168254000Phone
Date Signed2011-05-09DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameJAMES T GUZOWSKIName
Phone4403489200Phone
Date Prepared2011-05-09DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY693217FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss728040ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss310InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm310InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss2978DividendsRevAndExpnss
Dividends Net Invst Incm2978DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss5722NetGainSaleAssetsRevAndExpnss
Gross Sales Price319151GrossSalesPrice
Capital Gain Net Incm Net Invst Incm36339CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses737050TotalRevenueAndExpenses
Total Net Investment Income39627TotalNetInvestmentIncome
Legal Fees Rev And Expnss485LegalFeesRevAndExpnss
Tot Opr Expenses Rev And Expnss485TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss41700ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps41700ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss42185TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps41700TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses694865ExcessOfRevenueOverExpenses
Net Investment Income39627NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst EOY259303SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV259303SavingsAndTempCashInvstEOYFMV
Investments Corp Stock EOY435505InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV433857InvestmentsCorpStockEOYFMV
Other Assets EOY57OtherAssetsEOY
Other Assets EOYFMV57OtherAssetsEOYFMV
Total Assets EOY694865TotalAssetsEOY
Total Assets EOYFMV693217TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted EOY694865UnrestrictedEOY
Total Net Assets EOY694865TotalNetAssetsEOY
Total Liabilities Net Assets BOY0TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY694865TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Excess Of Revenue Over Expenses694865ExcessOfRevenueOverExpenses
Subtotal694865Subtotal
Total Net Assets Fund Balances EOY694865TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
3000-PFIZER INC COMP2010-07-232010-07-234394743741206206
500-AMERISERVE FINL INC COMP2010-07-262010-07-288577659292
2000-BLACKROCK MUNIHLDGS II COMD2010-08-312010-09-0128975163571261812618
3000-MFS INTERMEDIATE INCOME TRUST SP2010-09-232010-09-282060520214391391
3000-AMERICAN FINANCIAL GROUP INC OHP2010-10-052010-10-057424974105144144
700-GABELLI EQUITY TR INC PFD SER FP2010-07-272010-11-021851017891619619
500-NUVEEN CONN PREM INCM PFD SHSP2010-11-182010-11-18506050451515
1500-NUVEEN DIVID ADVNT MUN MF TM PFP2010-11-182010-11-181521315110103103
8000-MFS INTERMEDIATE INCOME TRUST SP2010-11-162010-11-24545545084937053705
350-KIMCO REALTY CORP PFD 1/10F 6.65D2010-11-292010-11-298576543731393139
150-KIMCO REALTY CORP PFD 1/10F 6.65D2010-11-292010-11-293692233013621362
300-GABELLI EQUITY TR INC PFD SER FP2010-07-272010-12-0378597668191191
500-KIMCO REALTY CORP PFD 1/10F 6.65D2010-11-292010-12-0712125776743584358
1000-KIMCO REALTY CORP PFD 1/10F 6.6D2010-11-292010-12-14242451553387128712
FieldValueIRS element (for citing)
Capital Gain Net Income36339CapitalGainNetIncome
Net Short Term Capital Gain Or Loss35655NetShortTermCapitalGainOrLoss

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax793InvestmentIncomeExciseTax
Subtotal793Subtotal
Tax Based On Investment Income793TaxBasedOnInvestmentIncome
Tax Due793TaxDue
Amount Credited To Next Year0AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorstrueNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameSUSAN JOHNSONBooksInCareOfPersonName
Books In Care Of Phone Number2168254000BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12000 AUBURN DRAddressLine1
Address Line2STE 300AddressLine2
CityBEACHWOODCity
StateOHState
ZIP Code44122ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1Address Line2USAddress/AddressLine2CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
RICHARD A BARONE
2000 AUBURN DRIVESTE 300BEACHWOODOH44122CHAIRMAN1.00000
MARTHA S BARONE
2000 AUBURN DRIVESTE 300BEACHWOODOH44122DIRECTOR1.00000
KATHRYN A BARONE
2000 AUBURN DRIVESTE 300BEACHWOODOH44122DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities225100AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances441075AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets666175TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets666175AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9993CashDeemedCharitable
Net Noncharitable Assets656182NetNoncharitableAssets
Minimum Investment Return32809MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return32809MinimumInvestmentReturn
Tax Based On Investment Income793TaxBasedOnInvestmentIncome
Total Tax793TotalTax
Distributable Amount Before Adj32016DistributableAmountBeforeAdj
Distributable Amount Before Ded32016DistributableAmountBeforeDed
Distributable Amount As Adjusted32016DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions41700ExpensesAndContributions
Qualifying Distributions41700QualifyingDistributions
Adj Qualifying Distributions41700AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted32016DistributableAmountAsAdjusted
Qualifying Distributions41700QualifyingDistributions
Applied To Current Year32016AppliedToCurrentYear
Remaining Distri From Corpus9684RemainingDistriFromCorpus
Total Corpus9684TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year9684ExcessDistriCyovToNextYear
Excess From Current Year9684ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerRICHARD A BARONEContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
MAGNIFICAT HIGH SCHOOL
20770 HILLIARD BLVDROCKY RIVEROH44116509(A)(1)SCHOLARSHIPS$21,500
HANDS TOGETHER
685 CITY PARK AVECOLUMBUSOH43206509(A)(1)HAITI RELIEF$10,000
CLEVELAND STATE UNIVERSIT
2121 EUCLID AVENUECLEVELANDOH44115509(A)(1)SCHOLARSHIPS$5,000
CLEVELAND HEIGHTS HS
13263 CEDAR RDCLEVELAND HTSOH44118509(A)(1)SPORTS UNIFORMS$1,200
ST AGNES OUR LADY FATIMA
3800 LEXINGTON AVECLEVELANDOH44103509(A)(1)CHARITY FUND$4,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year41700TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$310ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,978ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$5,722ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$9,010ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA9010TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (2 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1Address Line2ContributorAddressUS/AddressLine2CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionTypeNoncash Contribution TypeNoncashContributionType
1ANCORA FOUNDATION2000 AUBURN DRIVESTE 300BEACHWOODOH44122650000X
2RICHARD A BARONE2000 AUBURN DRIVESTE 300BEACHWOODOH4412278040X

Noncash Property NoncashProperty (2 entries)

Contributor Number From Part IContributorNumberFromPartINoncash Property DescriptionNoncashPropertyDescriptionFair Market ValueFairMarketValueDate ReceivedDateReceived
22000 BLACKROCK MUNIHOLDINGS289402010-08-31
22000 KIMCO REALTY CORP PRF491002010-11-29

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

FieldValueIRS element (for citing)
Name Of StockMARKETABLE SECURITIESNameOfStock
EOY Book Value435505EOYBookValue
EOYFMV433857EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategory
Amount$485Amount

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionDIVIDEND RECEIVABLEDescription
EOY Book Value57EOYBookValue
EOYFMV57EOYFMV

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
ANCORA FOUNDATION
2000 AUBURN DRIVE STE 300BEACHWOODOH44122
RICHARD A BARONE
2000 AUBURN DRIVE STE 300BEACHWOODOH44122