ANNABELLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ANNABELLE FOUNDATION (EIN 20-5184989)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201121329349100142
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Amortization Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T14:05:06-05:00 | 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 | SCHLABIG & ASSOCIATES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 STATE ROUTE 59 | AddressLine1 |
| City | KENT | City |
| State | OH | State |
| ZIP Code | 442407143 | 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 | 205184989 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNABELLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ANNA | NameControl |
| Phone | 3133937527 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 SAINT ANTOINE ST FLOOR 6 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48226 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAY B COLVIN | Name |
| Title | TRUSTEE | Title |
| Phone | 3133937527 | Phone |
| Date Signed | 2011-04-26 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT W FISHER CPA | Name |
| Phone | 3306785203 | Phone |
| Date Prepared | 2011-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 5909361 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4277265 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 28867 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 28865 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 512565 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 823074 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 512565 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4818697 | TotalRevenueAndExpenses |
| Total Net Investment Income | 541430 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2060 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 515 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 15085 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9635 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 5450 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 282 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 282 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 485 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 17912 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10432 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5450 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 115004 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 115004 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 132916 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10432 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 120454 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4685781 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 530998 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1286 | CashBOY |
| Cash EOY | 962 | CashEOY |
| Cash EOYFMV | 962 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 8691 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 213144 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 213144 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 216980 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 554124 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5334852 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 147931 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 352464 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 355315 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 5573 | OtherAssetsBOY |
| Other Assets EOY | 5088 | OtherAssetsEOY |
| Other Assets EOYFMV | 5088 | OtherAssetsEOYFMV |
| Total Assets BOY | 380461 | TotalAssetsBOY |
| Total Assets EOY | 1125782 | TotalAssetsEOY |
| Total Assets EOYFMV | 5909361 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 380461 | UnrestrictedBOY |
| Unrestricted EOY | 1125782 | UnrestrictedEOY |
| Total Net Assets BOY | 380461 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1125782 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 380461 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1125782 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 380461 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4685781 | ExcessOfRevenueOverExpenses |
| Subtotal | 5066242 | Subtotal |
| Other Decreases | 3940460 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1125782 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-PLANTE MR | D | 131049 | 128414 | 2635 | 2635 |
| PUBLICLY TRADED SECURITIES-PLANTE MR | D | 687502 | 182095 | 505407 | 505407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 512565 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 2635 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 130000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 380118 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.341999 | DistributionRatioYear1 |
| Noncharitable Assets Year2 | 421202 | NoncharitableAssetsYear2 |
| Qualifying Distributions Year3 | 208551 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 435858 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.478484 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 204000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 292519 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.697391 | DistributionRatioYear4 |
| Total Distribution Ratio | 1.517874 | TotalDistributionRatio |
| Average Distribution Ratio | 0.505958 | AverageDistributionRatio |
| Net Noncharitable Assets | 1643220 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 831400 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5310 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 836710 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 120454 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 10620 | InvestmentIncomeExciseTax |
| Subtotal | 10620 | Subtotal |
| Tax Based On Investment Income | 10620 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6780 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6780 | TotalCreditsAndPayments |
| Tax Due | 3840 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MI | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JAY COLVIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3132597777 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 ST ANTOINE 6TH FLOOR | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48226 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAY B COLVIN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 ST ANTOINE FLR 6 | AddressLine1 |
| City | DETROIT | City |
| State | MI | State |
| ZIP Code | 48226 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1623955 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 38959 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 5330 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1668244 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1668244 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25024 | CashDeemedCharitable |
| Net Noncharitable Assets | 1643220 | NetNoncharitableAssets |
| Minimum Investment Return | 82161 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 82161 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10620 | TaxBasedOnInvestmentIncome |
| Total Tax | 10620 | TotalTax |
| Distributable Amount Before Adj | 71541 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 71541 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 71541 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 120454 | ExpensesAndContributions |
| Qualifying Distributions | 120454 | QualifyingDistributions |
| Adj Qualifying Distributions | 120454 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 71541 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 184437 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 193691 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 111169 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 489297 | TotalExcessDistriCarryover |
| Qualifying Distributions | 120454 | QualifyingDistributions |
| Applied To Current Year | 71541 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 48913 | RemainingDistriFromCorpus |
| Total Corpus | 538210 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 538210 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 184437 | ExcessFromYear4 |
| Excess From Year3 | 193691 | ExcessFromYear3 |
| Excess From Year1 | 111169 | ExcessFromYear1 |
| Excess From Current Year | 48913 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| AKRON WOMAN'S CITY CLUB | |||||||||
| AKRON WOMAN'S CITY CLUB | 732 W EXCHANGE ST | 732 W EXCHANGE ST | AKRON | OH | 44302 | NONE | EXEMPT | COMMUNITY GIFT-LASTING IMPACT FUND | $100,000 |
| NASOTAH HOUSE | |||||||||
| NASOTAH HOUSE | 2777 MISSION RD | 2777 MISSION RD | NASHOTAH | WI | 53058 | NONE | EXEMPT | RELIGIOUS EDUCATION | $3,000 |
| SCHRINERS HOSP FOR CHILDR | |||||||||
| SCHRINERS HOSPITAL FOR CHILDREN | 3229 BURNET AVE | 3229 BURNET AVE | CINCINNATI | OH | 45229 | NONE | EXEMPT HOSP | BURN CENTER | $2,500 |
| WYCLIFFE ASSOCIATES | |||||||||
| WYCLIFFE ASSOCIATES | PO BOX 620368 | PO BOX 620368 | ORLANDO | FL | 32862 | NONE | EXEMPT | FOR MISSIONARY WORK | $250 |
| WOUNDED WARRIOR PROJECT | |||||||||
| WOUNDED WARRIOR PROJECT | PO BOX 758516 | PO BOX 758516 | TOPEKA | KS | 66675 | NONE | EXEMPT | HELPING DISABLED VETERANS | $320 |
| MAKE A WISH FOUNDATION | |||||||||
| MAKE A WISH FOUNDATION | PO BOX 97104 | PO BOX 97104 | WASHINGTON | DC | 20090 | NONE | EXEMPT | MEDICAL NEEDS OF CHILDREN | $250 |
| AMERICAN INDIAN RELIEF CO | |||||||||
| AMERICAN INDIAN RELIEF COUNCIL | PO BOX 6200 | PO BOX 6200 | RAPID CITY | SD | 57709 | NONE | EXEMPT | COMMUNITY HELP FOR NATIVE AMERICANS | $250 |
| NATIONAL AUDUBON SOCIETY | |||||||||
| NATIONAL AUDUBON SOCIETY | PO BOX 422245 | PO BOX 422245 | PALM COAST | FL | 32142 | NONE | EXEMPT | ANIMAL WELFARE | $100 |
| THE USO | |||||||||
| THE USO | PO BOX 96860 | PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | EXEMPT | SUPPORT FOR AMERICAN TROOPS | $500 |
| STAN HYWET HALL | |||||||||
| STAN HYWET HALL | 714 NORTH PORTAGE PATH | 714 NORTH PORTAGE PATH | AKRON | OH | 44303 | NONE | EXEMPT | HISTORICAL RESTORATION | $500 |
| AMERICAN ACTION FUND | |||||||||
| AMERICAN ACTION FUND FOR BLIND | PO BOX 17294 | PO BOX 17294 | BALTIMORE | MD | 21298 | NONE | EXEMPT | BRAILLE BOOKS FOR THE BLIND | $80 |
| GEORGE WASHINGTON MT VERN | |||||||||
| GEORGE WASHINGTON MT VERNON | PO BOX 1594 | PO BOX 1594 | MERRIFIELD | VA | 22116 | NONE | EXEMPT | HISTORICAL PRESERVATION | $500 |
| PROJECT HOPE | |||||||||
| PROJECT HOPE | 255 CARTER HALL LANE | 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | EXEMPT | HEALTH EDUCATION | $500 |
| DOCTORS WITHOUT BORDERS | |||||||||
| DOCTORS WITHOUT BORDERS | PO BOX 5022 | PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | MEDICAL HELP | $500 |
| MARINE TOYS FOR TOTS FDN | |||||||||
| MARINE TOYS FOR TOTS FDN | PO BOX 227 | PO BOX 227 | QUANTICO | VA | 22134 | NONE | EXEMPT | HELP FOR MILITARY FAMILIES | $150 |
| DISABLED VETS NATIONAL FD | |||||||||
| DISABLED VETS NATIONAL FDN | PO BOX 96648 | PO BOX 96648 | WASHINGTON | DC | 20090 | NONE | EXEMPT | HELP FOR DISABLED VETERANS | $250 |
| SPCA INTERNATIONAL | |||||||||
| SPCA INTERNATIONAL | PO BOX 92240 | PO BOX 92240 | WASHINGTON | DC | 20090 | NONE | EXEMPT | ANIMAL WELFARE | $100 |
| COLONIAL WILLIAMSBURG | |||||||||
| COLONIAL WILLIAMSBURG | PO BOX 1776 | PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NONE | EXEMPT | HISTORICAL PRESERVATION | $500 |
| ADOPT A PLATOON | |||||||||
| ADOPT A PLATOON | PO BOX 5038 | PO BOX 5038 | HAGERSTOWN | MD | 21741 | NONE | EXEMPT | SUPPORT FOR US TROOPS | $504 |
| ST LABRE INDIAN SCHOOL | |||||||||
| ST LABRE INDIAN SCHOOL | 1000 TONGUE RIVER RD | 1000 TONGUE RIVER RD | ASHLAND | MT | 59004 | NONE | EXEMPT | EDUCATION FOR CHILDREN | $750 |
| SOLIDERS' ANGELS | |||||||||
| SOLIDERS' ANGELS | PO BOX 758513 | PO BOX 758513 | TOPEKA | KS | 66675 | NONE | EXEMPT | AID TO MILITARY TROOPS | $250 |
| BRAILLE INSTITUTE | |||||||||
| BRAILLE INSTITUTE | 741 NORTH VERMONT AVE | 741 NORTH VERMONT AVE | LOS ANGELES | CA | 90029 | NONE | EXEMPT | EDUCATION FOR DISABLED | $250 |
| SALVATION ARMY-EASTERN MI | |||||||||
| SALVATION ARMY-EASTERN MICHIGAN | 16130 NORTHLAND DR | 16130 NORTHLAND DR | SOUTHFIELD | MI | 48075 | NONE | EXEMPT | COMMUNITY OUTREACH | $250 |
| AMERICAN RED CROSS | |||||||||
| AMERICAN RED CROSS | 501 W MARKET ST | 501 W MARKET ST | AKRON | OH | 44303 | NONE | EXEMPT | COMMUNITY OUTREACH | $2,500 |
| MEMORIAL SLOAN-KETTERING | |||||||||
| MEMORIAL SLOAN-KETTERING CANCER CENTER | PO BOX 27106 | PO BOX 27106 | NEW YORK | NY | 10087 | NONE | EXEMPT | MEDICAL NEEDS OF COMMUNITY | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 115004 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $28,867 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $512,565 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $541,432 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 541432 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | BETTY GODARD | 2637 N REVERE ROAD | AKRON | OH | 44333 | 205000 | X | |
| 2 | BETTY GODARD | 2637 N REVERE ROAD | AKRON | OH | 44333 | 4070765 | X |
Noncash Property NoncashProperty (8 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 25387 SHS ABBOTT LABS | 1193824 | 2010-11-23 |
| 2 | 7050 SHS PEPSICO, INC | 450601 | 2010-11-23 |
| 2 | 24000 SHS ALTRIA GROUP | 585480 | 2010-11-23 |
| 2 | 24000 SHS PHILLIP MORRIS INTNL | 707520 | 2010-11-23 |
| 2 | 7236 SHS EMERSON ELECTRIC | 397039 | 2010-11-23 |
| 2 | 12897 SHS KRAFT FOODS | 389941 | 2010-11-23 |
| 2 | 6000 SHS GENERAL ELECTRIC | 94560 | 2010-11-23 |
| 2 | 4000 SHS JOHNSON & JOHNSON | 251800 | 2010-11-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,060 | Amount |
| Net Investment Income | 515 | NetInvestmentIncome |
Amortization Schedule AmortizationSchedule
Amortization Amortization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Amortized Expenses | AMORTIZATION OF ORGANIZATION COSTS | DescriptionOfAmortizedExpenses |
| Date Acquired Completed Expended | 2006-07-01 | DateAcquiredCompletedExpended |
| Amount Amortized | 7268 | AmountAmortized |
| Deduction For Prior Years | 1697 | DeductionForPriorYears |
| Amortization Period | 180.0000 | AmortizationPeriod |
| Current Year Amortization | 485 | CurrentYearAmortization |
| Total Amount Of Amortization | 2182 | TotalAmountOfAmortization |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAY B COLVIN | PersonName |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL INTRN'T FIXED FUND | 16010 | 16170 |
| MUTUAL FIXED FUNDS | 313024 | 313303 |
| MUTUAL EQUITY FUNDS | 23430 | 25842 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MUTUAL FUND INTNL EQUITY | 97980 | 106501 |
| MUTUAL EQUITY FUNDS | 311096 | 358840 |
| COMMON STOCK | 145048 | 4869511 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ORGANIZATION COST, NET | Description |
| BOY Book Value | 5573 | BOYBookValue |
| EOY Book Value | 5088 | EOYBookValue |
| EOYFMV | 5088 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE BETWEEN COST & FMV OF CONTRIB ASSETS | Description |
| Amount | $3,940,460 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PLANTE MORAN TRUSTEE FEES | $4,185 | 4185 | |
| PROFESSIONAL ADVISORS | $10,900 | 5450 | 5450 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BETTY GODARD | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2637 N REVERE RD | AddressLine1 |
| Address Line2 | 2637 N REVERE RD | AddressLine2 |
| City | AKRON | City |
| State | OH | State |
| ZIP Code | 44333 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | Category |
| Amount | $282 | Amount |
| Net Investment Income | 282 | NetInvestmentIncome |
Comments