BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
- Tax period
- 2009-11-01 to 2010-10-31
- Filed
- 2011-01-10
- IRS object ID
- 201110129349100551
- Schema version
- 2009v1.4
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-01-10T09:02:26-06:00 | Timestamp |
| Tax Period End Date | 2010-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBER MARKEY FEDOROVICH & COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 RIDGEWOOD ROAD SUITE 300 | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44333 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2009-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650230453 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERLIN FAMILY FOUNDATION INC co Judi Roman | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERL | NameControl |
| Phone | 3308672490 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 Brookwood Dr | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Madeline Berlin | Name |
| Title | president | Title |
| Phone | 3308672490 | Phone |
| Date Signed | 2010-12-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BOBER MARKEY FEDOROVICH COMPANY | Name |
| Phone | 3307629785 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | 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 | 7654424 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1074543 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 6534 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6534 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 50623 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 50623 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -655134 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4073676 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 11763 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1446 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 488329 | TotalRevenueAndExpenses |
| Total Net Investment Income | 58603 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 36603 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3660 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 86 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 125 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 13491 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 13491 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3360 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 462 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7005 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 62257 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17276 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 546738 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 546738 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 608995 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17276 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 546738 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -120666 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 41327 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1606959 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1273529 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1273529 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 4812547 | InvestmentsOtherBOY |
| Investments Other EOY | 6374351 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6374351 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 6544 | OtherAssetsEOY |
| Other Assets EOYFMV | 6544 | OtherAssetsEOYFMV |
| Total Assets BOY | 6419506 | TotalAssetsBOY |
| Total Assets EOY | 7654424 | TotalAssetsEOY |
| Total Assets EOYFMV | 7654424 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 415 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 415 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 6419506 | UnrestrictedBOY |
| Unrestricted EOY | 7654009 | UnrestrictedEOY |
| Total Net Assets BOY | 6419506 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7654009 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6419506 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7654424 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6419506 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -120666 | ExcessOfRevenueOverExpenses |
| Other Increases | 1355169 | OtherIncreases |
| Subtotal | 7654009 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7654009 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 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 |
|---|---|---|---|---|---|---|---|
| berkshire hathaway | P | 2001-01-01 | 2010-10-31 | 1755735 | 1366270 | 389465 | 389465 |
| olstein financial | P | 2001-01-01 | 2010-10-31 | 1997357 | 3054251 | -1056894 | -1056894 |
| johnson & johnson | P | 2001-01-01 | 2010-10-31 | 50737 | 49135 | 1602 | 1602 |
| kraft foods | P | 2010-01-01 | 2010-10-31 | 175618 | 171230 | 4388 | 4388 |
| coca cola | P | 2010-01-01 | 2010-10-31 | 55670 | 49789 | 5881 | 5881 |
| putnam diversified inc | P | 2010-01-01 | 2010-10-31 | 38559 | 38135 | 424 | 424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -655134 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 604672 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5721001 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.105693 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 524100 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6944952 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.075465 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 704586 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7009531 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.100518 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 644350 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5790247 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.111282 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 371450 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4996070 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.074348 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.467306 | TotalDistributionRatio |
| Average Distribution Ratio | 0.093461 | AverageDistributionRatio |
| Net Noncharitable Assets | 7038580 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 657833 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 413 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 658246 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 546738 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 827 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 827 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 827 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 500 | TotalCreditsAndPayments |
| Tax Due | 327 | TaxDue |
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 | FL | StatesFiledWith |
| 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 | JUDI ROMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3308672490 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1 |
| City | akron | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MADELINE BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| ROBIN BERLIN KANE | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | VICE PRESIDENT | 5.00 | 36603 | 0 | 0 |
| ROBERT BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | ASSistant SECretary | 5.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5231738 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1914028 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7145766 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7145766 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 107186 | CashDeemedCharitable |
| Net Noncharitable Assets | 7038580 | NetNoncharitableAssets |
| Minimum Investment Return | 351929 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 351929 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 827 | TaxBasedOnInvestmentIncome |
| Total Tax | 827 | TotalTax |
| Distributable Amount Before Adj | 351102 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 351102 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 351102 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 546738 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 546738 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 546738 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 351102 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 123626 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 362691 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 360406 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 187886 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 319068 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1353677 | TotalExcessDistriCarryover |
| Qualifying Distributions | 546738 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 351102 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 195636 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1549313 | 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 | 123626 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1425687 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 362691 | ExcessFromYear4 |
| Excess From Year3 | 360406 | ExcessFromYear3 |
| Excess From Year2 | 187886 | ExcessFromYear2 |
| Excess From Year1 | 319068 | ExcessFromYear1 |
| Excess From Current Year | 195636 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ROBIN BERLIN KANE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 Brookwood Drive | AddressLine1 |
| City | Akron | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3308672490 | RecipientPhoneNumber |
| Form And Info And Materials | NARRATIVE | FormAndInfoAndMaterials |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| akron art museum | |||||||
| one south high | akron | OH | 44308 | none | education | arts | $1,500 |
| American Cancer Society | |||||||
| 3624 w market st | fairlawn | OH | 44333 | none | medical | cancer | $100 |
| Aspen Community Foundation | |||||||
| 110 E Hallam Street Ste 126 | Aspen | CO | 81611 | none | public | emergency assistance fund | $1,000 |
| Breast Cancer 3-Day Walker co kathy giller | |||||||
| 732 Delaware Avenue | Akron | OH | 44303 | none | medical | research | $2,000 |
| Creutzfeldt-Jakob Disease Foundation | |||||||
| PO Box 5312 | Akron | OH | 44333 | none | medical | information & support | $1,000 |
| Jewish Welfare Fund Campaign | |||||||
| 750 White Pond Drive | Akron | OH | 44320 | none | religious | jewish community assistance | $200,000 |
| KiDS of NYU Foundation Inc | |||||||
| 902 Broadway Suite 1603 | New York | NY | 10010 | none | medical | pediatric programs | $500 |
| Miami Project to Cure Paralysis | |||||||
| 1095 NW 14th Terrace | Miami | FL | 33136 | none | medical | research | $100,000 |
| Mid-Fairfield Aids | |||||||
| 16 River Street | Norwalk | CT | 06850 | none | medical | aids research | $10,000 |
| Mt Sinai Medical Center Foundation | |||||||
| 4300 Alton Road | Miami Beach | FL | 33140 | none | medical | founder's club | $5,000 |
| North Coast Community Homes | |||||||
| 14221 Broadway Avenue | Cleveland | OH | 441251953 | none | public | community service | $1,000 |
| Ohio Foundation of Independent Colleges | |||||||
| 250 E Broad St Ste 1700 | Columbus | OH | 432153722 | none | education | programs and scholarships | $500 |
| project medishare | |||||||
| 8260 ne 2nd ave | miami | FL | 33138 | none | medical | public health services | $25,000 |
| Revere Road Synogogue | |||||||
| 646 n revere rd | akron | OH | 44333 | none | religious | memorial | $600 |
| Shaw Jewish Community Center | |||||||
| 750 White Pond Drive | Akron | OH | 44320 | none | public | community service | $4,538 |
| stewart's caring place | |||||||
| 2955 w market st ste r | akron | OH | 44333 | none | public | summer day camp | $5,000 |
| temple israel | |||||||
| 133 merriman rd | akron | OH | 44303 | none | religious | benefactor's circle | $5,200 |
| the heart association | |||||||
| 2767 w market st | fairlawn | OH | 44333 | none | medical | research | $500 |
| timothy morris rehabilitation fund | |||||||
| 2 karas crossing | hudson | NH | 03051 | none | medical | rehabilitation | $1,000 |
| United Way of Summit County | |||||||
| 90 N Prospect St | Akron | OH | 443091260 | none | public | community service | $80,000 |
| Victory Gallop Inc | |||||||
| 1745 N Hampton Road | Bath | OH | 44210 | none | public | community service | $500 |
| circle of tapawingo | |||||||
| 5124 holyrood rd | pittsburgh | PA | 15213 | none | public | community service | $500 |
| international hospital for children | |||||||
| 1900 byrd ave ste 204 | richmond | VA | 23230 | none | medical | pediatric programs | $250 |
| flat rock homes | |||||||
| 7533 co rd 29 po box 1 | flat rock | OH | 44828 | none | public | mental retardation | $100 |
| med wish international | |||||||
| 17325 euclid ave | cleveland | OH | 44112 | none | medical | medical supplies | $11,000 |
| christ episcopal church | |||||||
| 7 elm st | westerly | RI | 02891 | none | religious | memorial | $100 |
| st hilary catholic church | |||||||
| 2750 w market street | fairlawn | OH | 44333 | none | religious | memorial | $200 |
| hope for honduran children foundation | |||||||
| 19020 chaker blvd | cleveland | OH | 44122 | none | public | community service | $5,000 |
| cleveland social venture partners | |||||||
| 10819 magnolia dr ste 200 | cleveland | OH | 44106 | none | public | community service | $5,000 |
| fortress of hope orphanage | |||||||
| po box 200 | hartville | OH | 44632 | none | public | community service | $250 |
| the olevolos project | |||||||
| 57 simpson ave 2 | somerville | MA | 02144 | none | public | nursery school project | $25,000 |
| st noel catholic church | |||||||
| 35200 chardon rd | willoughby hills | OH | 44094 | none | religious | memorial | $200 |
| the gathering place | |||||||
| 23300 commerce park | beachwood | OH | 44122 | none | public | medical transportation | $8,400 |
| akron rotary camp | |||||||
| 4460 rex lake dr | akron | OH | 44319 | none | public | community service | $2,500 |
| lev lalev | |||||||
| 14 melnick dr | monsey | NY | 10952 | none | public | jewish community assistance | $1,800 |
| nyu langone medical center | |||||||
| one park ave 17th floor | new York | NY | 10016 | none | medical | cancer | $500 |
| lawrence school | |||||||
| 1551 e wallings rd | broadview heights | OH | 44147 | none | public | education | $41,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 546738 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,534 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $50,623 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,446 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$655,134 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | tax refund | Description |
| Business Code | 900099 | BusinessCode |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,317 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$586,214 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -586214 | 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 |
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 | JAMES BERLIN CHARITABLE LEAD ANNUIT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44313 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1074543 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | accounting fees | Category |
| Amount | $1,250 | Amount |
| Net Investment Income | 125 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| UBS INVESTEMENTS | FMV | 0 | 0 |
| morgan stanley investments | FMV | 6374351 | 6374351 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal fees | Category |
| Amount | $86 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | prepaid bond interest | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 6544 | EOYBookValue |
| EOYFMV | 6544 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE suuplies | 4367 | 0 | 0 |
| dues | 335 | 0 | 0 |
| insurance | 2214 | 0 | 0 |
| workers compensation | 89 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| investment efunds | 1446 | 1446 | 1446 |
| tax refund | 10317 | 10317 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED gain | Description |
| Amount | $1,355,169 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | investment fees | Category |
| Amount | $13,491 | Amount |
| Net Investment Income | 13491 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| State Taxes | $261 | 0 | 0 |
| payroll taxes | $3,099 | 0 | 0 |
Comments