ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION (EIN 34-1877125)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-19
- IRS object ID
- 201112629349100401
- Schema version
- 2010v3.4
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-19T11:55:46-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD WERSHBALE & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 CHAGRIN BLVD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441225450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341877125 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANDE | NameControl |
| Phone | 2396433932 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1416 NIGHT HAWK POINTE | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT ANDERSON | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-09-19 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph C Sbrocco CPA | Name |
| Phone | 2168311200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 368270 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 8921 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8921 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6556 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 46931 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6556 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 15477 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15477 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2090 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 660 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 100 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 100 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1659 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1244 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 415 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4509 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3334 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1175 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 15250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 15250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 19759 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3334 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16425 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4282 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12143 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3361 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17504 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17504 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 406636 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 388211 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 350766 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 409997 | TotalAssetsBOY |
| Total Assets EOY | 405715 | TotalAssetsEOY |
| Total Assets EOYFMV | 368270 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Accounts Payable EOY | 0 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 409997 | UnrestrictedBOY |
| Unrestricted EOY | 405715 | UnrestrictedEOY |
| Total Net Assets BOY | 409997 | TotalNetAssetsBOY |
| Total Net Assets EOY | 405715 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 409997 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 405715 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 409997 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4282 | ExcessOfRevenueOverExpenses |
| Subtotal | 405715 | Subtotal |
| Total Net Assets Fund Balances EOY | 405715 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (23 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 |
|---|---|---|---|---|---|---|---|
| 50 CAREFUSION CORP | P | 2009-08-31 | 2010-07-12 | 1211 | 1859 | -648 | -648 |
| 300 ALCOA INC | P | 2009-09-03 | 2010-07-12 | 3194 | 3708 | -514 | -514 |
| 75 FEDERATED | P | 2009-10-23 | 2010-10-20 | 1799 | 1737 | 62 | 62 |
| 40 L-3 COMMUNICATIONS | P | 2009-10-23 | 2010-10-13 | 2825 | 3125 | -300 | -300 |
| 25 PEABODY ENERGY CORP | P | 2010-09-23 | 2010-12-02 | 1555 | 874 | 681 | 681 |
| 15 AIR PROD & CHEMICALS INC | P | 2009-01-14 | 2010-12-02 | 1308 | 670 | 638 | 638 |
| 35 AUTO DATA PROCESSING | P | 2009-01-14 | 2010-12-02 | 1614 | 1595 | 19 | 19 |
| 75 CISCO SYSTEMS INC | P | 2009-01-14 | 2010-05-05 | 1981 | 1336 | 645 | 645 |
| 50 DANAHER CORP | P | 2009-01-14 | 2010-12-02 | 2206 | 1929 | 277 | 277 |
| 35 DEERE & CO | P | 2009-08-07 | 2010-12-02 | 2720 | 1575 | 1145 | 1145 |
| 85 EMC CORP | P | 2009-01-14 | 2010-05-14 | 1552 | 1302 | 250 | 250 |
| 75 EMC CORP | P | 2009-01-14 | 2010-12-02 | 1634 | 1149 | 485 | 485 |
| 50 EXPRESS SCRIPTS INC | P | 2009-01-14 | 2010-12-02 | 2681 | 1575 | 1106 | 1106 |
| 75 FEDERATED | P | 2009-01-14 | 2010-10-20 | 1799 | 1737 | 62 | 62 |
| 15 FEDEX CORPORATION | P | 2009-01-14 | 2010-12-02 | 1408 | 618 | 790 | 790 |
| 5 GOOGLE INC | P | 2009-01-14 | 2010-12-02 | 2840 | 2362 | 478 | 478 |
| 25 L-3 COMMUNICATIONS | P | 2009-09-18 | 2010-10-13 | 1766 | 1953 | -187 | -187 |
| 20 MCDONALDS CORP | P | 2009-01-14 | 2010-12-02 | 1566 | 1041 | 525 | 525 |
| 35 NIKE INC | P | 2009-01-14 | 2010-12-02 | 3052 | 2174 | 878 | 878 |
| 15 PEABODY ENERGY CORP | P | 2009-05-06 | 2010-12-02 | 933 | 524 | 409 | 409 |
| 20 SHERWIN WILLIAMS CO | P | 2009-05-13 | 2010-12-02 | 1506 | 1147 | 359 | 359 |
| 150 TEXAS INSTRUMENTS INC | P | 2009-01-14 | 2010-05-19 | 3633 | 4706 | -1073 | -1073 |
| 3M COMPANY | P | 2009-05-13 | 2010-12-02 | 2148 | 1679 | 469 | 469 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6556 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 14088 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 318223 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044271 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 24447 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 389466 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062771 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 25649 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 436638 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058742 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 21615 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 447256 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048328 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 23824 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 475200 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050135 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.264247 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052849 | AverageDistributionRatio |
| Net Noncharitable Assets | 350127 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 18504 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 121 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 18625 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16425 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 243 | InvestmentIncomeExciseTax |
| Subtotal | 243 | Subtotal |
| Tax Based On Investment Income | 243 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 490 | TaxPaidWithExtension |
| Total Credits And Payments | 490 | TotalCreditsAndPayments |
| Overpayment | 247 | Overpayment |
| Amount Credited To Next Year | 247 | 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 | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT L ANDERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2396433932 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1416 NIGHT HAWK POINTE | AddressLine1 |
| City | NAPLES | City |
| State | FL | State |
| ZIP Code | 34105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROBERT L ANDERSON | ||||||||
| 1416 NIGHT HAWK POINTE | NAPLES | FL | 34105 | PRESIDENT | 1.0 | 0 | 0 | 0 |
| JOANNE L ANDERSON | ||||||||
| 1416 NIGHT HAWK POINTE | NAPLES | FL | 34105 | TREASURER | 1.0 | 0 | 0 | 0 |
| CYNTHIA L ANDERSON | ||||||||
| 1416 NIGHT HAWK POINTE | NAPLES | FL | 34105 | SECRETARY | 1.0 | 0 | 0 | 0 |
| DOUGLAS L ANDERSON | ||||||||
| 1416 NIGHT HAWK POINTE | NAPLES | FL | 34105 | VICE-PRESident | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 350703 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4756 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 355459 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 355459 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5332 | CashDeemedCharitable |
| Net Noncharitable Assets | 350127 | NetNoncharitableAssets |
| Minimum Investment Return | 17506 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 17506 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 243 | TaxBasedOnInvestmentIncome |
| Total Tax | 243 | TotalTax |
| Distributable Amount Before Adj | 17263 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 17263 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 17263 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16425 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 16425 | QualifyingDistributions |
| Adj Qualifying Distributions | 16425 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 17263 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 14314 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 16425 | QualifyingDistributions |
| Applied To Year1 | 14314 | AppliedToYear1 |
| Applied To Current Year | 2111 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 15152 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT JOANNE ANDERSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| UNITED WAY OF LAKE COUNTY | ||||||||
| 9285 PROGRESS PARKWAY | MENTOR | OH | 44060 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| THE SALVATION ARMY | ||||||||
| 69 PEARL STREET | PAINESVILLE | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| Crossroads | ||||||||
| 8445 Munson Rd | MENTOR | OH | 44060 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| Christ Child Society of Naples | ||||||||
| PO Box 770179 | Naples | FL | 34108 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| The Neighborhood Health Clinic | ||||||||
| 120 Goodlette Road | Naples | OH | 34102 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 23215 COMMERCE PARK DRIVE | BEACHWOOD | OH | 44122 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $100 | SUITE 300 |
| LAKE HUMANE SOCIETY | ||||||||
| 7564 TYLER BLVD | MENTOR | OH | 440609400 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $200 | BUILDING E |
| RIVERSIDE HIGH SCHOOL GRIDIRON CLUB | ||||||||
| 585 RIVERSIDE DR | PAINESVILLE | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| SALVATION ARMY WORLD SERVICE OFFICE | ||||||||
| INTERNATIONAL DISASTER RELIEF FUND | BALTIMORE | MD | 21263 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | PO BOX 630728 |
| NORTHERN OHIO YOUTH ATHLETIC ASSOCIATION | ||||||||
| 301 OAKDALE ROAD | WILLOWICK | OH | 44095 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $100 | |
| FUN TIME EARLY CHILDHOOD ACADEMY | ||||||||
| 102 12TH STREET NORTH | NAPLES | FL | 34102 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $800 | |
| DIABETES ASSOCIATION OF GREATER CLEVELAND | ||||||||
| 3601 S GREEN ROAD | CLEVELAND | OH | 44122 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $100 | SUITE 100 |
| HABITAT FOR HUMANITY OF COLLIER COUNTY | ||||||||
| 1145 TAMIAMI TRAIL EAST | NAPLES | FL | 34113 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| NORTH HIGH SCHOOL SPORTS HALL OF FAME | ||||||||
| 3401 STEVENS BLVD | EASTLAKE | OH | 44095 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $100 | |
| LAKE COUNTY PARKS FOUNDATION | ||||||||
| PO BOX 2134 | PAINESVILLE | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $750 | |
| NEWS HERALD CLOTH-A-THON | ||||||||
| 7085 MENTOR AVENUE | WILLOUGHBY | OH | 44094 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| HOSPICE OF WESTERN RESERVE | ||||||||
| 300 EAST 185TH STREET | CLEVELAND | OH | 44119 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| WOMEN SAFE INC | ||||||||
| 12041 RAVENNA RD | CHARDON | OH | 44024 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| HUMANE SOCIETY OF NAPLES | ||||||||
| 370 AIRPORT RD | NAPLES | FL | 34104 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| KIRTLAND HORNETS BASEBALL LEAGUE | ||||||||
| 7710 MAPLES STREET | KIRTLAND | OH | 44094 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $100 | C/O LOWELL MESSNER |
| CAMP SUE OSBORN | ||||||||
| 8090 BROADMOOR RD | MENTOR | OH | 44060 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| THE HOLDEN ARBORETUM | ||||||||
| 9500 SPERRY RD | KIRTLAND | OH | 44094 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| NEIGHBORING | ||||||||
| 5930 HEISLEY ROAD | MENTOR | OH | 44060 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 8 NORTH STATE STREET | PAINESVILLE | OH | 44077 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $500 | SUITE 360 |
| GUADALUPE CENTER OF IMMOKALEE | ||||||||
| 509 HOPE CIRCLE | IMMOKALEE | FL | 34142 | NONE | 501(C)(3) | FOR USE IN CHARITABLE ACTIVITY OF DONEE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 15250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,921 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $6,556 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,477 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15477 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | Category |
| Amount | $2,750 | Amount |
| Net Investment Income | 2090 | NetInvestmentIncome |
| Disbursements Charitable Prps | 660 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (42 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AT&T INC | 7943 | 5876 |
| ABBOTT LABORATORIES | 3487 | 4072 |
| AIR PROD & CHEMICALS INC | 2682 | 5457 |
| AMERICAN EXPRESS COMPANY | 3718 | 4292 |
| APACHE CORP | 1019 | 5961 |
| AUTO DATA PROCESSING | 5242 | 5322 |
| BANK OF NY MELLON | 7352 | 5587 |
| BAXTER INTERNATIONAL INC | 1489 | 3797 |
| CARDINAL HEALTH INC | 4691 | 3831 |
| CISCO SYSTEMS INC | 4009 | 4552 |
| COCA COLA COMPANY | 4141 | 6577 |
| CORNING INC | 6903 | 5796 |
| DANAHER CORP | 3086 | 3774 |
| DEERE & CO | 2250 | 4153 |
| EMC CORP | 3676 | 5496 |
| EQUIFAX INC | 6164 | 5874 |
| EXPRESS SCRIPTS INC | 3151 | 5405 |
| EXXON MOBIL CORPORATION | 5207 | 5484 |
| FEDEX CORPORATION | 1442 | 3255 |
| FIRSTMERIT CORP | 235655 | 162634 |
| GAMESTOP CORP | 3341 | 2860 |
| GOOGLE INC | 4725 | 5940 |
| IBM | 3660 | 5137 |
| MCDONALDS CORP | 3382 | 4989 |
| MEDTRONIC INC | 5303 | 3709 |
| MICROSOFT CORP | 4151 | 4186 |
| NIKE INC | 2484 | 3417 |
| OMNICOM GROUP INC | 2594 | 4580 |
| PEABODY ENERGY CORP | 2972 | 5438 |
| PROCTER & GAMBLE | 3259 | 6433 |
| SCHLUMBERGER LTD | 1805 | 6263 |
| SHERWIN WILLIAMS CO | 3728 | 5444 |
| STRYKER CORP | 3738 | 4565 |
| SYSCO CORPORATION | 4251 | 3675 |
| WELLS FARGO & CO | 2659 | 3099 |
| 3M COMPANY | 4030 | 5178 |
| CLOROX COMPANY | 3863 | 3797 |
| FRANKLIN RESOURCES | 4075 | 3892 |
| HOME DEPOT INC | 1780 | 1753 |
| KIMBERLY-CLARK CORP | 3489 | 3467 |
| NORFOLK SOUTHERN CORP | 3733 | 3769 |
| SNAP ON INC | 1882 | 1980 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT AND BANK FEES | Description |
| Revenue And Expenses Per Books | 1659 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1244 | NetInvestmentIncome |
| Disbursements Charitable Prps | 415 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FILING FEE | Category |
| Amount | $100 | Amount |
| Disbursements Charitable Prps | 100 | DisbursementsCharitablePrps |
Comments