W PAUL & THORA J MILLS FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
W PAUL & THORA J MILLS FOUNDATION (EIN 37-1432256)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-09
IRS object ID
201101299349101500
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)
Timestamp2011-05-09T13:12:40-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BROCKMAN COATS GEDELIAN & COBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11735 MERRIMAN ROADAddressLine1
CityAKRONCity
StateOHState
ZIP Code443139007ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN371432256EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1W PAUL MILLS & THORA J MILLS MEMORIALBusinessNameLine1
Business Name Line2FOUNDATION 14079-00BusinessNameLine2
FieldValueIRS element (for citing)
Name ControlWPAUNameControl
Phone3303847301Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1FIRSTMERIT BANK 106 S MAIN ST16THAddressLine1
Address Line2FLAddressLine2
CityAKRONCity
StateOHState
ZIP Code44308ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBRENDA J MOUBRAYName
TitleTRUSTEETitle
Phone3303847301Phone
Date Signed2011-05-04DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameLAURA B CULPName
Phone3308646661Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1367351FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Dividends Rev And Expnss36070DividendsRevAndExpnss
Dividends Net Invst Incm36070DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-21585NetGainSaleAssetsRevAndExpnss
Gross Sales Price531308GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss57OtherIncomeRevAndExpnss
Other Income Net Invst Incm57OtherIncomeNetInvstIncm
Total Revenue And Expenses14542TotalRevenueAndExpenses
Total Net Investment Income36127TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss21154CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm21154CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1138AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1138AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss609OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps609OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss22901TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm22292TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps609TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss62000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps62000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss84901TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm22292TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps62609TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-70359ExcessOfRevenueOverExpenses
Net Investment Income13835NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY11072SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY67754SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV67754SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY332188InvestmentsGovtObligBOY
Investments Govt Oblig EOY281696InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV288453InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY793765InvestmentsCorpStockBOY
Investments Corp Stock EOY724408InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV877789InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY132257InvestmentsCorpBondsBOY
Investments Corp Bonds EOY125065InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV133355InvestmentsCorpBondsEOYFMV
Total Assets BOY1269282TotalAssetsBOY
Total Assets EOY1198923TotalAssetsEOY
Total Assets EOYFMV1367351TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY1269282CapitalStockBOY
Capital Stock EOY1198923CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY1269282TotalNetAssetsBOY
Total Net Assets EOY1198923TotalNetAssetsEOY
Total Liabilities Net Assets BOY1269282TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1198923TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1269282TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-70359ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1198923Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1198923TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (98 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
70 SHS CHARLES SCHWAB CORPP2008-08-012010-01-1513221565-243-243
10 SHS CHARLES SCHWAB CORPP2009-06-292010-01-1518918099
362 SHS CHARLES SCHWAB CORPP2006-10-122010-01-1568386432406406
30 SHS ABBOTT LABSP2009-06-292010-02-1116051432173173
10 SHS APPLE INCP2007-11-292010-02-1119831838145145
55 SHS BAXTER INTL INCP2009-06-292010-02-1130802904176176
5 SHS BAXTER INTL INCP2006-08-172010-02-112802166464
70 SHS DISNEY WALT CO NEWP2007-11-212010-02-1121102213-103-103
10 SHS EMERSON ELEC COP2009-06-292010-02-11462335127127
20 SHS EMERSON ELEC COP2003-05-122010-02-11923492431431
10 SHS GENERAL ELECTRIC CORPP2001-07-122010-02-11156463-307-307
20 SHS HEWLETT PACKARD COP2009-09-012010-02-119718848787
70 SHS INTEL CORPP2008-05-202010-02-1114081692-284-284
10 SHS MCDONALDS CORPP2008-08-012010-02-116376063131
10 SHS HOME DEPOT INCP2009-06-292010-02-112892404949
10 SHS UNITED TECHNOLOGIES CORPP2009-06-152010-02-11664547117117
10 SHS ECOLAB INCP2009-06-292010-02-114173922525
10 SHS ECOLAB INCP2009-04-172010-02-114173764141
30 SHS MICROSOFT CORPP2009-07-242010-02-11844698146146
35 SHS CISCO SYSTEMS INCP2009-06-292010-02-11835668167167
45 SHS CISCO SYSTEMS INCP2002-08-152010-02-111074653421421
20 SHS NIKE INC-CLASS BP2009-06-292010-02-1112601039221221
20 SHS WELLS FARGO & COP2009-07-142010-02-115404875353
10 SHS GILEAD SCIENCES INCP2007-08-242010-02-114693709999
10 SHS VERIZON COMMUNICATIONSP2006-12-122010-02-11290355-65-65
10 SHS FLUOR CORP NEWP2009-10-092010-02-11444488-44-44
30 SHS XTO ENERGY INCP2008-05-192010-02-1113652049-684-684
340 SHS ISHARES MSCI EAFE INDEX FUNDP2008-07-012010-02-111767022905-5235-5235
90 SHS ISHARES S&P SMALLCAP 600P2008-08-012010-02-1147615543-782-782
140 SHS ISHARES RUSSELL MIDCAP INDEX FUNDP2008-07-012010-02-111125913272-2013-2013
30 SHS CAMERON INTERNATIONAL CORPP2008-08-012010-02-1112121438-226-226
5 SHS VANGUARD MSCI EMERGING MARKETS ETFP2008-07-012010-02-11193229-36-36
135 SHS VANGUARD MSCI EMERGING MARKETS ETFP2008-07-012010-02-1152046148-944-944
30 SHS SPDR DJ WILSHIRE INTL REAL ESTATEP2008-08-012010-02-1110021393-391-391
45 SHS VANGUARD MATERIALS ETFP2009-06-292010-02-1128642382482482
155 SHS VANGUARD MATERIALS ETFP2009-05-052010-02-119864831315511551
20 SHS COVIDIEN PLCP2009-02-022010-02-11990765225225
345 SHS DISNEY WALT CO NEWP2007-11-212010-03-101148710907580580
40 SHS DISNEY WALT CO NEWP2009-06-292010-03-101332954378378
30 SHS VERIZON COMMUNICATIONSP2008-08-012010-03-108911040-149-149
233 SHS VERIZON COMMUNICATIONSP2006-12-122010-03-1069168267-1351-1351
75 SHS XTO ENERGY INCP2008-05-192010-03-1035515122-1571-1571
50000 SHS FHLB 4.375% 3/17/10P2005-12-082010-03-175000049480520520
40 SHS GOLDMAN SACHS GROUP INCP2009-05-122010-04-2263495369980980
35 SHS GOLDMAN SACHS GROUP INCP2010-01-152010-04-2255555824-269-269
10 SHS GOLDMAN SACHS GROUP INCP2010-02-112010-04-22158715394848
202 SHS BAXTER INTL INCP2006-08-172010-05-17872187091212
50000 SHS FFCB 3.375% 5/19/15P2009-05-272010-05-1950000499604040
18 SHS XTO ENERGY INCP2008-05-192010-05-267611229-468-468
40 SHS XTO ENERGY INCP2008-08-012010-05-2616911927-236-236
115 SHS XTO ENERGY INCP2009-05-122010-05-26486248491313
35 SHS XTO ENERGY INCP2009-06-292010-05-2614801338142142
50 SHS THE VANGUARD GROUP INC ENERGY ETFP2008-07-012010-05-2638126473-2661-2661
70 SHS THE VANGUARD GROUP INC ENERGY ETFP2008-08-012010-05-2653377767-2430-2430
30 SHS THE VANGUARD GROUP INC ENERGY ETFP2009-06-292010-05-2622872118169169
10 SHS THE VANGUARD GROUP INC ENERGY ETFP2010-02-112010-05-26762810-48-48
30 SHS APPLE INCP2007-11-292010-06-188195551526802680
80 SHS JOHNSON & JOHNSONP2003-05-122010-06-1847264457269269
15 SHS JOHNSON & JOHNSONP2008-08-012010-06-188861033-147-147
20 SHS JOHNSON & JOHNSONP2010-02-112010-06-1811821261-79-79
280 SHS QUALCOMM INCP2008-08-012010-06-181000315431-5428-5428
5 SHS QUALCOMM INCP2009-06-292010-06-18179231-52-52
221 SHS GILEAD SCIENCES INCP2007-08-242010-06-1879718175-204-204
50 SHS UNITED TECHNOLOGIES CORPP2001-07-122010-07-023209183513741374
75 SHS UNITED TECHNOLOGIES CORPP2009-06-152010-07-0248134099714714
70 SHS PRAXAIR INCP2006-08-312010-07-025367401913481348
20 SHS PRAXAIR INCP2009-06-292010-07-02153314528181
20 SHS PRAXAIR INCP2010-02-112010-07-021533152588
10 SHS GOOGLE INC - CL AP2006-06-152010-07-0243853911474474
5 SHS GOOGLE INC - CL AP2008-07-012010-07-0221932672-479-479
5 SHS GOOGLE INC - CL AP2009-06-292010-07-02219321266767
5 SHS GOOGLE INC - CL AP2009-05-052010-07-0221932010183183
85 SHS COVIDIEN PLCP2009-02-022010-07-0233683251117117
90 SHS COVIDIEN PLCP2009-06-292010-07-0235663373193193
127 SHS ECOLAB INCP2009-04-172010-07-216099477513241324
45 SHS CHEVRON CORPORATIONP2001-07-122010-07-213258193013281328
40 SHS CHEVRON CORPORATIONP2009-06-292010-07-2128962679217217
40 SHS CHEVRON CORPORATIONP2010-02-112010-07-21289628811515
6000 SHS BANC ONE CORP 10.000% 8/15/10P2001-07-122010-08-1560007192-1192-1192
50000 SHS U.S. TREASURY NOTES 5.750% 8/15/10P2001-07-122010-08-155000051797-1797-1797
255 SHS NUCOR CORPP2009-09-012010-09-23945911226-1767-1767
30 SHS NUCOR CORPP2010-02-112010-09-2311131228-115-115
140 SHS ISHARES MSCI EAFE INDEX FUNDP2010-06-182010-09-2375647104460460
610 SHS ISHARES MSCI EAFE INDEX FUNDP2008-08-012010-09-233295640048-7092-7092
170 SHS ISHARES MSCI EAFE INDEX FUNDP2008-07-012010-09-23918411452-2268-2268
135 SHS ISHARES MSCI EAFE INDEX FUNDP2009-06-292010-09-237294627210221022
20 SHS AUTOMATIC DATA PROCESSING INCP2009-06-292010-09-30842708134134
297 SHS AUTOMATIC DATA PROCESSING INCP2002-08-062010-09-3012511986626452645
265 SHS MEDTRONIC INCP2010-03-102010-10-26952311864-2341-2341
510 SHS WELLS FARGO & COP2009-07-142010-11-16137751242813471347
335 SHS JP MORGAN CHASE & COP2008-04-082010-11-161316215157-1995-1995
50 SHS JP MORGAN CHASE & COP2008-08-012010-11-1619642025-61-61
20 SHS JP MORGAN CHASE & COP2009-06-292010-11-167866939393
30 SHS JP MORGAN CHASE & COP2010-02-112010-11-161179117099
5 SHS NIKE INC-CLASS BP2009-06-292010-12-09438260178178
75 SHS NIKE INC-CLASS BP2009-05-122010-12-096566381527512751
240 SHS RAYTHEON COMPANYP2010-04-222010-12-091100914263-3254-3254
CAPITAL GAINS DIVIDENDSP676767
FieldValueIRS element (for citing)
Capital Gain Net Income-21585CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year170857QualifyingDistributionsYear1
Noncharitable Assets Year11240917NoncharitableAssetsYear1
Distribution Ratio Year10.057101DistributionRatioYear1
Qualifying Distributions Year279904QualifyingDistributionsYear2
Noncharitable Assets Year21424718NoncharitableAssetsYear2
Distribution Ratio Year20.056084DistributionRatioYear2
Qualifying Distributions Year375985QualifyingDistributionsYear3
Noncharitable Assets Year31616381NoncharitableAssetsYear3
Distribution Ratio Year30.047009DistributionRatioYear3
Qualifying Distributions Year475647QualifyingDistributionsYear4
Noncharitable Assets Year41553550NoncharitableAssetsYear4
Distribution Ratio Year40.048693DistributionRatioYear4
Qualifying Distributions Year577184QualifyingDistributionsYear5
Noncharitable Assets Year51540875NoncharitableAssetsYear5
Distribution Ratio Year50.050091DistributionRatioYear5
Total Distribution Ratio0.258978TotalDistributionRatio
Average Distribution Ratio0.051796AverageDistributionRatio
Net Noncharitable Assets1302702NetNoncharitableAssets
Adjusted Noncharitable Assets67475AdjustedNoncharitableAssets
One Percent Net Investment Income138OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One67613AdjNonchrtblAssetsAndOnePct
Qualifying Distributions62609QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax277InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal277Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income277TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment222EstTaxPaymentsAndOverpayment
Total Credits And Payments222TotalCreditsAndPayments
Tax Due55TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameFIRSTMERIT BANK NABooksInCareOfPersonName
Books In Care Of Phone Number3303847301BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1106 S MAIN ST 5TH FLAddressLine1
CityAKRONCity
StateOHState
ZIP Code44308ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
FIRSTMERIT BANK NA
106 S MAIN ST 5TH FLAKRONOH44308TRUSTEE1.002115400
JOSEPH GIBSON ESQ
1739 KARG DRAKRONOH44313TRUSTEE1.00000
RONALD B TYNAN SR
106 S MAIN ST STE 1600AKRONOH44308TRUSTEE1.00000
REV DR MARK T RUPPERT
647 E MARKET STAKRONOH44304TRUSTEE1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1211758AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances110782AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1322540TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1322540AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable19838CashDeemedCharitable
Net Noncharitable Assets1302702NetNoncharitableAssets
Minimum Investment Return65135MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return65135MinimumInvestmentReturn
Tax Based On Investment Income277TaxBasedOnInvestmentIncome
Total Tax277TotalTax
Distributable Amount Before Adj64858DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded64858DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted64858DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions62609ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions62609QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions62609AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted64858DistributableAmountAsAdjusted
Undistributed Income Prior Year61537UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions62609QualifyingDistributions
Applied To Year161537AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year1072AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY63786UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameBRENDA MOUBRAYRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1FIRSTMERIT BANK 106 S MAIN ST 16THAddressLine1
Address Line2FLAddressLine2
CityAKRONCity
StateOHState
ZIP Code44308ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number3303847301RecipientPhoneNumber
Form And Info And MaterialsNO SPECIFIC FORMAT; MUST BE SUBMITTED IN WRITINGFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsGRANTS ARE GENERALLY RESTRICTED TO AKRON AND SUMMIT COUNTY 501(C)(3) ORGANIZATIONS.RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ACCESS
230 W MARKET STREETAKRONOH44303GENERAL SUPPORT$1,000
AKRON-CANTON REGIONAL FOODBANK
350 OPPORTUNITY PARKWAYAKRONOH44307GENERAL SUPPORT$6,000
AMERICAN RED CROSS OF SUMMIT & PORTAGE COUNTIES
501 WEST MARKET STREETAKRONOH44303CIVIC$500
BEACON JOURNAL CHARITY FUND
333 SOUTH MAIN STREET SUITE 319AKRONOH44308CIVIC$2,000
BOYS & GIRLS CLUB OF THE WESTERN RESERVE
889 JONATHAN AVENUEAKRONOH44306EDUCATIONAL$2,000
CASA BOARD VOLUNTEER ASSOCIATION
650 DAN STREETAKROOH44311CIVIC$1,000
CENTRAL SUMMIT COUNTY CHORAL SOCIETY
715 E BUCHTEL AVENUEAKRONOH44305GENERAL SUPPORT$500
CHILDREN'S CONCERT SOCIETY OF AKRON
THE UNIVERSITY OF AKRONAKRONOH44325GENERAL SUPPORT$500
CHILDREN'S HOSPITAL MEDICAL CENTER OF AKRON
ONE PERKINS SQUAREAKRONOH44308CIVIC$1,000
COMMUNITY DRUG BOARD COMMUNITY HEALTH CENTER
725 EAST MARKET STREETAKRONOH44305FACILITIES$1,000
COMMUNITY OUTREACH RESOURCES EXCHANGE CORE FURNITURE BANK
2900 STATE ROAD UNIT 3CUYAHOGA FALLOH44223CIVIC$1,000
CONRAD BOTZUM FARMSTEAD
PO BOX 13293AKROOH44335CIVIC$500
CUYAHOGA VALLEY NATIONAL PARK ASSOCIATION
1403 WEST HINES HILL ROADPENINSULAOH44264EDUCATIONAL$1,000
FIRST PRESBYTERIAN CHURCH OF AKRON
647 EAST MARKET STREETAKRONOH44304GENERAL SUPPORT$7,000
FRIENDS OF METRO PARKS
975 TREATY LINE RDAKRONOH44313EDUCATIONAL$500
GIRL SCOUTS OF NORTH EAST OHIO
ONE GIRL SCOUT WAYMACEDONIAOH44057CIVIC$1,000
GOOD NEIGHBORS
1453 GOODYEAR BLVDAKRONOH44305FACILITIES$1,000
GOODWILL INDUSTRIES OF AKRON INC
570 E WATERLOO ROADAKRONOH44319GENERAL SUPPORT$2,000
GREENLEAF FAMILY CENTER
212 EAST EXCHANGE STREETAKRONOH44304FACILITIES$500
HABITAT FOR HUMANITY OF SUMMIT COUNTY
1177 ROSEMARY BLVDAKRONOH44306GENERAL SUPPORT$2,000
HAVEN OF REST MINISTRIES
PO BOX 547AKROOH44310GENERAL SUPPORT$1,500
HOSPICE CARE OHIO
3358 RIDGEWOOD ROADAKRONOH44333GENERAL SUPPORT$500
HUMANE SOCIETY OF GREATER AKRON
7996 DARROW ROADTWINSBURGOH44087CIVIC$500
JUNIOR ACHIEVEMENT OF NORTH CENTRAL OHIO
PO BOX 26006AKROOH44319EDUCATIONAL$1,000
MENTAL HEALTH AMERICA OF SUMMIT COUNTY
20 OLIVE STREET SUITE 404AKRONOH44310EDUCATIONAL$1,000
MOBILE MEALS
1063 SOUTH BROADWAY STREETAKRONOH44313CIVIC$3,000
NATIONAL INVENTORS HALL OF FAME FOUNDATION
221 SOUTH BROADWAY STREETAKRONOH44308GENERAL SUPPORT$1,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
6155 ROCKSIDE ROAD SUITE 202INDEPENDENCEOH44131GENERAL SUPPORT$500
OPPORTUNITY PARISH ECUMENICAL NEIGHBORHOOD-MINISTRY
941 PRINCETON STREETAKRONOH44311GENERAL SUPPORT$2,000
PEGASUS FARM
7490 EDISON STREET NEHARTVILLEOH44632CIVIC$1,000
REBUILDING TOGETHER SUMMIT COUNTY
788 DONALD AVENUEAKRONOH44306CIVIC$2,000
SALVATION ARMY
190 S MAPLE STREETAKRONOH44302CIVIC$2,000
STAN HYWET HALL & GARDENS
714 NORTH PORTAGE PATHAKRONOH44308GENERAL SUPPORT$1,000
SUMMIT COUNTY HISTORICAL SOCIEY
550 COPLEY ROADAKROOH44320EDUCATIONAL$3,000
TUESDAY MUSICAL ASSOCIATION
198 HILL STREETAKROOH44325EDUCATIONAL$1,000
UNIVERSITY OF AKRON SCHOOL OF LAW
UNIVERSITY OF AKRONAKRONOH44325EDUCATIONAL$8,000
WEATHERVANE COMMUNITY PLAYHOUSE
1301 WEATHERVANE LANEAKRONOH44313CIVIC$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year62000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$36,070ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code01ExclusionCode
Exclusion$57ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$21,585ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$14,542ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA14542TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEECategory
Amount$1,138Amount
Net Investment Income1138NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (3 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
ANHEUSER-BUSCH CO 4.950% 1/15/145087553802
BANK OF AMERICA 4.875% 9/15/122469026104
GE COMPANY CO 5.000% 2/01/134950053449

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (52 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
ABBOTT LABS1337513654
AMERICAN EXPRESS CO1620216310
APACHE CORP1077815142
APPLE INC864117741
BED BATH & BEYOND INC1617518431
BOEING CO75167179
CAMERON INTERNATIONAL CORP822414712
CELGENE CORP76178575
CHEVRON CORPORATION41618851
CISCO SYSTEMS INC965513453
COCA COLA CO863610852
CONOCOPHILLIPS1451818047
DANAHER CORP1315219340
DU PONT E I DE NEMOURS & CO1183215463
DUKE ENERGY HOLDING CORP1010413821
ECOLAB INC53777210
EMERSON ELEC CO494311491
EXXON MOBIL CORPORATION1208118865
FLUOR CORP NEW1147515571
GENERAL ELECTRIC CORP187309931
GENERAL MLS INC1250414592
GOOGLE INC - CL A1451719007
HEWLETT PACKARD CO1645315788
HOME DEPOT INC1073015952
ILLINOIS TOOL WKS INC836610947
INTEL CORP1721116067
ISHARES RUSSELL MIDCAP INDEX FUND5479661050
ISHARES S&P SMALLCAP 6004903755461
JOHNSON & JOHNSON1086312061
KOHLS CORP1244012498
MCDONALDS CORP1090815352
MEDCO HEALTH SOLUTIONS INC80228271
MERCK & CO INC1139011172
MICROSOFT CORP1255815071
NIKE INC-CLASS B737612386
OCCIDENTAL PETE CORP1231215696
ORACLE CORPORATION1273813616
PEPSICO INC1329515353
PRAXAIR INC54559070
PROCTER & GAMBLE CO898315118
PRUDENTIAL FINL INC1135515265
SCHLUMBERGER LTD1145415865
SPDR DJ WILSHIRE INTL REAL ESTATE103199733
SPDR DOW JONES REIT ETF1111811899
STATE STREET CORP1342716312
T ROWE PRICE GROUP INC1141819749
UNION PAC CORP1146512972
UNITED TECHNOLOGIES CORP38908344
VANGUARD FTSE ALL WO X-US SC1430715939
VANGUARD FTSE ALL-WORLD EX-US5442858231
VANGUARD MSCI EMERGING MARKETS ETF3987646220
YUM! BRANDS INC82058093

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value281696USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV288453USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
DUES & SUBSCRIPTIONS49049
MEETING EXPENSE1280128
POSTAGE2320232
OH FILING FEE2000200

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionLITIGATION PROCEEDSDescription
Revenue And Expenses Per Books57RevenueAndExpensesPerBooks
Net Investment Income57NetInvestmentIncome
Adjusted Net Income57AdjustedNetIncome

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.