WALTER W AND THELMA M BORN FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: WALTER W AND THELMA M BORN FOUNDATION (EIN 55-0869606)
Tax period: 2010-05-01 to 2011-04-30
Filed: 2011-08-08
IRS object ID: 201122209349100617
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Other Expenses Schedule
Other Income Schedule2
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-08-08T16:10:51-05:00	Timestamp
Tax Period End Date	2011-04-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BROCKMAN COATS GEDELIAN & CO	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1735 MERRIMAN ROAD	AddressLine1
City	AKRON	City
State	OH	State
ZIP Code	443139007	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-05-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	550869606	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WALTER W BORN FOUNDATION 14676-00	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WALT	NameControl
Phone	3303847302	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	FIRSTMERIT BANK 106 S MAIN ST 16TH	AddressLine1
Address Line2	FL	AddressLine2
City	AKRON	City
State	OH	State
ZIP Code	44308	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	TOBY BLOSSOM	Name
Title	TRUST ADVISOR	Title
Phone	3303847302	Phone
Date Signed	2011-07-25	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	LAURA B CULP	Name
Phone	3308646661	Phone

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	5482233	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	127774	DividendsRevAndExpnss
Dividends Net Invst Incm	127774	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	-23750	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	2029567	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	108	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	108	OtherIncomeNetInvstIncm
Total Revenue And Expenses	104132	TotalRevenueAndExpenses
Total Net Investment Income	127882	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	37272	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	27954	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	9318	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	930	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	698	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	232	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	2832	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	200	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	200	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	41234	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	28652	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	9750	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	295000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	295000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	336234	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	28652	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	304750	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-232102	ExcessOfRevenueOverExpenses
Net Investment Income	99230	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	331391	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	96212	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	96212	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	704121	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	654570	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	693831	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	3249060	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2898102	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	3828558	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	434375	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	837961	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	863632	InvestmentsCorpBondsEOYFMV
Total Assets BOY	4718947	TotalAssetsBOY
Total Assets EOY	4486845	TotalAssetsEOY
Total Assets EOYFMV	5482233	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	4718947	CapitalStockBOY
Capital Stock EOY	4486845	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	0	RetainedEarningsBOY
Retained Earnings EOY	0	RetainedEarningsEOY
Total Net Assets BOY	4718947	TotalNetAssetsBOY
Total Net Assets EOY	4486845	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	4718947	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	4486845	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	4718947	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-232102	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	4486845	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	4486845	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (127 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
990 RAYTHEON COMPANY	P	2010-04-22	2010-12-09	45412	58836	-13424	-13424
40 AUTOMATIC DATA PROCESSING INC	P	2010-02-11	2010-09-16	1640	1644	-4	-4
50 CELGENE CORP	P	2010-02-11	2010-09-16	2728	2853	-125	-125
210 CHEVRON CORPORATION	P	2010-02-11	2010-07-21	15203	15123	80	80
80 DANAHER CORP	P	2010-02-11	2010-09-16	3202	2865	337	337
70 DUKE ENERGY HOLDING CORP	P	2010-02-11	2010-09-16	1221	1135	86	86
130 ILLINOIS TOOL WKS INC	P	2010-02-11	2010-09-16	6041	5664	377	377
90 JOHNSON & JOHNSON	P	2010-02-11	2010-06-18	5317	5673	-356	-356
160 JP MORGAN CHASE & CO	P	2010-02-11	2010-11-16	6286	6239	47	47
100 PRAXAIR INC	P	2010-02-11	2010-07-02	7667	7623	44	44
110 NUCOR CORP	P	2010-02-11	2010-09-23	4080	4502	-422	-422
1055 NUCOR CORP	P	2009-09-01	2010-09-23	39134	46444	-7310	-7310
50 PROCTER & GAMBLE CO	P	2010-02-11	2010-09-16	3044	3099	-55	-55
1210 MEDTRONIC INC	P	2010-03-10	2010-10-26	43484	54172	-10688	-10688
1305 MERCK & CO INC	P	2010-03-10	2011-02-14	42778	47949	-5171	-5171
3010 ISHARES MSCI EAFE INDEX FUND	P	2008-08-01	2010-09-23	162619	197615	-34996	-34996
40 T ROWE PRICE GROUP INC	P	2010-02-11	2010-09-16	1971	1963	8	8
40 THE VANGUARD GROUP INC ENERGY ETF	P	2010-02-11	2010-05-26	3050	3240	-190	-190
40 COCA COLA CO	P	2010-02-11	2010-09-16	2290	2165	125	125
15 JP MORGAN CHASE & CO	P	2008-07-01	2010-11-16	589	509	80	80
1285 QUALCOMM INC	P	2008-08-01	2010-06-18	45908	70815	-24907	-24907
210 XTO ENERGY INC	P	2008-08-01	2010-05-26	8879	10117	-1238	-1238
240 JP MORGAN CHASE & CO	P	2008-08-01	2010-11-16	9429	9721	-292	-292
30 MCDONALDS CORP	P	2008-08-01	2010-09-16	2241	1817	424	424
20 GOOGLE INC - CL A	P	2008-08-01	2010-07-02	8771	9450	-679	-679
40 CAMERON INTERNATIONAL CORP	P	2008-08-01	2010-09-16	1558	1917	-359	-359
60 APACHE CORP	P	2008-08-01	2010-09-16	5636	6889	-1253	-1253
40 VANGUARD MSCI EMERGING MARKETS ETF	P	2008-07-01	2011-02-14	1838	1669	169	169
360 THE VANGUARD GROUP INC ENERGY ETF	P	2008-08-01	2010-05-26	27448	39943	-12495	-12495
260 THE VANGUARD GROUP INC ENERGY ETF	P	2008-07-01	2010-05-26	19824	33662	-13838	-13838
1420 VANGUARD MSCI EMERGING MARKETS ETF	P	2008-08-01	2011-02-14	65233	59240	5993	5993
165 XTO ENERGY INC	P	2008-05-19	2010-05-26	6976	11268	-4292	-4292
1300 JP MORGAN CHASE & CO	P	2008-04-08	2010-11-16	51076	58817	-7741	-7741
1140 GENERAL MLS INC	P	2008-01-31	2011-02-03	39618	34011	5607	5607
1036 GILEAD SCIENCES INC	P	2007-08-24	2010-06-18	37368	38322	-954	-954
50000 COCA-COLA ENTER 4.250% 9/15/10	P	2003-09-29	2010-09-15	50000	50655	-655	-655
703 DANAHER CORP	P	2006-08-22	2011-02-23	34749	22359	12390	12390
929 BAXTER INTL INC	P	2006-08-17	2010-05-17	40106	40052	54	54
1287 AUTOMATIC DATA PROCESSING INC	P	2006-01-23	2010-09-30	54214	52522	1692	1692
445 ISHARES MSCI EAFE INDEX FUND	P	2008-07-01	2010-09-23	24042	29978	-5936	-5936
105 CHEVRON CORPORATION	P	2009-06-29	2010-07-21	7601	7033	568	568
2060 WELLS FARGO & CO	P	2009-07-14	2010-11-16	55640	50198	5442	5442
30 XTO ENERGY INC	P	2009-06-29	2010-05-26	1268	1147	121	121
65 EXXON MOBIL CORPORATION	P	2009-06-29	2010-09-16	3935	4574	-639	-639
235 VANGUARD MSCI EMERGING MARKETS ETF	P	2009-06-29	2011-02-14	10796	9804	992	992
60 THE VANGUARD GROUP INC ENERGY ETF	P	2009-06-29	2010-05-26	4575	4236	339	339
60 T ROWE PRICE GROUP INC	P	2009-06-29	2010-09-16	2957	2511	446	446
20 PRAXAIR INC	P	2009-06-29	2010-07-02	1533	1452	81	81
10 GOOGLE INC - CL A	P	2009-06-29	2010-07-02	4385	4252	133	133
60 AMERICAN EXPRESS CO	P	2010-08-10	2010-09-16	2453	2619	-166	-166
115 ISHARES MSCI EAFE INDEX FUND	P	2009-06-29	2010-09-23	6213	5343	870	870
100000 FHLMC MTN 4.000% 7/20/16	P	2009-07-06	2010-07-20	100000	100688	-688	-688
310 COVIDIEN PLC	P	2009-06-29	2010-07-02	12284	11620	664	664
285 UNITED TECHNOLOGIES CORP	P	2009-06-15	2010-07-02	18290	15577	2713	2713
520 COVIDIEN PLC	P	2009-02-02	2010-07-02	20606	19889	717	717
550 XTO ENERGY INC	P	2009-05-12	2010-05-26	23254	23192	62	62
10 GOOGLE INC - CL A	P	2009-05-05	2010-07-02	4385	4020	365	365
3183 DUKE ENERGY HOLDING CORP	P	2009-03-13	2011-01-24	57797	40928	16869	16869
580 CELGENE CORP	P	2009-02-12	2011-01-24	32938	30271	2667	2667
105 MCDONALDS CORP	P	2008-10-08	2010-09-16	7843	5794	2049	2049
125 GENERAL ELECTRIC CORP	P	2009-06-29	2010-09-16	2015	1480	535	535
125 MERCK & CO INC	P	2010-03-10	2010-09-16	4529	4593	-64	-64
95 PRUDENTIAL FINL INC	P	2010-05-26	2010-09-16	5250	5367	-117	-117
70 PROCTER & GAMBLE CO	P	2009-06-29	2010-09-16	4261	3654	607	607
125 PEPSICO INC	P	2010-05-26	2010-09-16	8284	7761	523	523
100 OCCIDENTAL PETE CORP	P	2009-12-10	2010-09-16	7634	7695	-61	-61
115 NUCOR CORP	P	2009-09-01	2010-09-16	4475	5063	-588	-588
155 AUTOMATIC DATA PROCESSING INC	P	2006-01-23	2010-09-16	6357	6326	31	31
220 MICROSOFT CORP	P	2009-07-24	2010-09-16	5533	5116	417	417
105 SPDR DOW JONES REIT ETF	P	2008-08-01	2010-09-16	6123	7011	-888	-888
5 MCDONALDS CORP	P	2008-01-31	2010-09-16	373	266	107	107
25 COCA COLA CO	P	2008-07-01	2010-09-16	1431	1279	152	152
300 JP MORGAN CHASE & CO	P	2008-04-08	2010-09-16	12255	13573	-1318	-1318
250 JOHNSON & JOHNSON	P	2006-01-23	2010-09-16	15270	15197	73	73
345 ISHARES RUSSELL MIDCAP INDEX FUND	P	2008-07-01	2010-09-16	30447	32706	-2259	-2259
45 ILLINOIS TOOL WKS INC	P	2009-07-24	2010-09-16	2091	1823	268	268
200 NIKE INC-CLASS B	P	2009-05-12	2010-09-16	15308	10174	5134	5134
530 VANGUARD MSCI EMERGING MARKETS ETF	P	2008-07-01	2010-09-16	23072	24136	-1064	-1064
202 DANAHER CORP	P	2009-06-15	2011-02-23	9985	6425	3560	3560
170 VANGUARD MSCI EMERGING MARKETS ETF	P	2010-06-18	2011-02-14	7810	7092	718	718
250 NIKE INC-CLASS B	P	2009-05-12	2010-12-09	21888	12718	9170	9170
940 KOHLS CORP	P	2010-12-09	2011-04-21	48890	50840	-1950	-1950
40 PRAXAIR INC	P	2006-08-31	2010-09-16	3554	2297	1257	1257
285 WELLS FARGO & CO	P	2009-07-14	2010-09-16	7373	6945	428	428
120 RAYTHEON COMPANY	P	2010-04-22	2010-09-16	5464	7132	-1668	-1668
30 UNITED TECHNOLOGIES CORP	P	2006-01-23	2010-09-16	2052	1635	417	417
70 T ROWE PRICE GROUP INC	P	2006-01-23	2010-09-16	3450	2679	771	771
115 STATE STREET CORP	P	2010-07-21	2010-09-16	4432	4387	45	45
20 SCHLUMBERGER LTD	P	2010-06-18	2010-09-16	1158	1206	-48	-48
165 SPDR DJ WILSHIRE INTL REAL ESTATE	P	2008-08-01	2010-09-16	6146	7660	-1514	-1514
50 HEWLETT PACKARD CO	P	2009-09-01	2010-09-16	2001	2210	-209	-209
130 EXXON MOBIL CORPORATION	P	1989-08-28	2010-09-16	7870	1424	6446	6446
273 CHEVRON CORPORATION	P	2006-01-23	2010-07-21	19763	16994	2769	2769
235 INTEL CORP	P	2008-05-20	2010-09-16	4386	5682	-1296	-1296
10 BOEING CO	P	2010-08-10	2010-09-16	625	683	-58	-58
50 APACHE CORP	P	2007-06-28	2010-09-16	4697	4058	639	639
130 ABBOTT LABS	P	2009-06-29	2010-09-16	6690	6206	484	484
20 APPLE INC	P	2007-11-29	2010-09-16	5443	3677	1766	1766
20 MEDTRONIC INC	P	2010-09-16	2010-10-26	719	673	46	46
35 CAMERON INTERNATIONAL CORP	P	2009-06-29	2010-09-16	1364	1015	349	349
593 ECOLAB INC	P	2009-04-17	2010-07-21	28477	22297	6180	6180
40 CELGENE CORP	P	2009-02-12	2010-09-16	2182	2088	94	94
300 UNITED TECHNOLOGIES CORP	P	2006-01-23	2010-07-02	19253	16348	2905	2905
75 GOOGLE INC - CL A	P	2006-06-15	2010-07-02	32891	29329	3562	3562
410 PRAXAIR INC	P	2006-08-31	2010-07-02	31436	23542	7894	7894
435 JOHNSON & JOHNSON	P	2006-01-23	2010-06-18	25698	26442	-744	-744
125 APPLE INC	P	2007-11-29	2010-06-18	34147	22980	11167	11167
660 ISHARES MSCI EAFE INDEX FUND	P	2010-06-18	2010-09-23	35657	33491	2166	2166
490 BOEING CO	P	2010-08-10	2011-02-23	34410	33480	930	930
60 ECOLAB INC	P	2009-04-17	2010-09-16	3002	2256	746	746
510 GENERAL MLS INC	P	2010-05-26	2011-02-03	17724	15215	2509	2509
245 HOME DEPOT INC	P	2009-06-16	2010-09-16	7311	5776	1535	1535
5 GOOGLE INC - CL A	P	2006-06-15	2010-09-16	2404	1955	449	449
250 GENERAL MLS INC	P	2010-05-26	2010-09-16	9145	8872	273	273
210 GENERAL ELECTRIC CORP	P	1989-08-28	2010-09-16	3386	1022	2364	2364
115 FLUOR CORP NEW	P	2009-10-09	2010-09-16	5546	5615	-69	-69
60 BED BATH & BEYOND INC	P	2010-06-18	2010-09-16	2502	2545	-43	-43
630 ISHARES MSCI EAFE INDEX FUND	P	2008-07-01	2010-09-16	33876	42441	-8565	-8565
395 ISHARES S&P SMALLCAP 600	P	2008-08-01	2010-09-16	22421	24327	-1906	-1906
315 DUKE ENERGY HOLDING CORP	P	2009-03-13	2010-09-16	5494	4050	1444	1444
205 DANAHER CORP	P	2006-08-22	2010-09-16	8204	6764	1440	1440
85 DU PONT E I DE NEMOURS & CO	P	2010-05-17	2010-09-16	3656	3244	412	412
50 CHEVRON CORPORATION	P	2006-01-23	2010-09-16	3935	3113	822	822
150 CISCO SYSTEMS INC	P	1998-12-22	2010-09-16	3261	3523	-262	-262
115 CONOCOPHILLIPS	P	2010-08-19	2010-09-16	6338	6300	38	38
100 EMERSON ELEC CO	P	1995-10-11	2010-09-16	5049	1759	3290	3290
CAPITAL GAINS DIVIDENDS	P			271		271	271

Field	Value	IRS element (for citing)
Capital Gain Net Income	-23750	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	172205	QualifyingDistributionsYear1
Noncharitable Assets Year1	4851106	NoncharitableAssetsYear1
Distribution Ratio Year1	0.035498	DistributionRatioYear1
Qualifying Distributions Year2	288623	QualifyingDistributionsYear2
Noncharitable Assets Year2	4697133	NoncharitableAssetsYear2
Distribution Ratio Year2	0.061447	DistributionRatioYear2
Qualifying Distributions Year3	389832	QualifyingDistributionsYear3
Noncharitable Assets Year3	6145182	NoncharitableAssetsYear3
Distribution Ratio Year3	0.063437	DistributionRatioYear3
Qualifying Distributions Year4	268624	QualifyingDistributionsYear4
Noncharitable Assets Year4	6047180	NoncharitableAssetsYear4
Distribution Ratio Year4	0.044421	DistributionRatioYear4
Qualifying Distributions Year5	314103	QualifyingDistributionsYear5
Noncharitable Assets Year5	5780619	NoncharitableAssetsYear5
Distribution Ratio Year5	0.054337	DistributionRatioYear5
Total Distribution Ratio	0.259140	TotalDistributionRatio
Average Distribution Ratio	0.051828	AverageDistributionRatio
Net Noncharitable Assets	5009841	NetNoncharitableAssets
Adjusted Noncharitable Assets	259650	AdjustedNoncharitableAssets
One Percent Net Investment Income	992	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	260642	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	304750	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	992	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	992	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	992	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1900	EstTaxPaymentsAndOverpayment
Total Credits And Payments	1900	TotalCreditsAndPayments
Overpayment	908	Overpayment
Amount Credited To Next Year	908	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

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	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	FIRSTMERIT BANK NA	BooksInCareOfPersonName
Books In Care Of Phone Number	3303847302	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	106 S MAIN ST 5TH FL	AddressLine1
City	AKRON	City
State	OH	State
ZIP Code	44308	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

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

Field	Value	IRS element (for citing)
Person Name	FIRSTMERIT BANK NA	PersonName

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	106 S MAIN ST 5TH FL	AddressLine1
City	AKRON	City
State	OH	State
ZIP Code	44308	ZIPCode

Field	Value	IRS element (for citing)
Title	TRUSTEE	Title
Avg Hours Per Wk Devoted To Position	3.00	AvgHoursPerWkDevotedToPosition
Compensation	37272	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
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

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	4896268	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	189865	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	5086133	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	5086133	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	76292	CashDeemedCharitable
Net Noncharitable Assets	5009841	NetNoncharitableAssets
Minimum Investment Return	250492	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	250492	MinimumInvestmentReturn
Tax Based On Investment Income	992	TaxBasedOnInvestmentIncome
Total Tax	992	TotalTax
Distributable Amount Before Adj	249500	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	249500	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	249500	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	304750	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	304750	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	992	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	303758	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	249500	DistributableAmountAsAdjusted
Undistributed Income Prior Year	0	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Excess Distri Carryover Year3	64897	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	55652	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	120549	TotalExcessDistriCarryover
Qualifying Distributions	304750	QualifyingDistributions
Applied To Year1	0	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	249500	AppliedToCurrentYear
Remaining Distri From Corpus	55250	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	175799	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	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	175799	ExcessDistriCyovToNextYear
Excess From Year3	64897	ExcessFromYear3
Excess From Year2	55652	ExcessFromYear2
Excess From Current Year	55250	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	TOBY BLOSSOM	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	FIRSTMERIT BANK NA 106 S MAIN ST	AddressLine1
Address Line2	5TH FL	AddressLine2
City	AKRON	City
State	OH	State
ZIP Code	44308	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	3303847302	RecipientPhoneNumber
Form And Info And Materials	HOSPITALS IN CLEVELAND, CANTON, AND AKRON, OHIO MUST DEMONSTRATE A FINANCIAL NEED.	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	FUNDS MUST BE USED FOR SPECIFICALLY DESIGNATED PROJECTS OR EQUIPMENT WHICH IS INTENDED TO MAINTAIN OR IMPROVE THE QUALITY OF PATIENT CARE.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AKRON CHILDREN'S HOSPITAL
1 PERKINS SQ	AKRON	OH	44308	NONE	501(C)(3)	GENERAL SUPPORT	$80,000
SUMMA HEALTH SYSTEM
444 N MAIN ST	AKRON	OH	44310	NONE	501(C)(3)	EQUIPMENT & SOFTWARE	$80,000
AKRON GENERAL MEDICAL CENTER
400 WABASH AVE	AKRON	OH	44307	NONE	501(C)(3)	EQUIPMENT & SOFTWARE FOR WOUND CARE CENTER	$80,000
HOSPICE OF VNS & JUSTIN T ROGERS CARE CENTER
3358 RIDGEWOOD RD	AKRON	OH	44333	NONE	501(C)(3)	CONSTRUCTION	$10,000
METROHEALTH SYSTEM
2500 METROHEALTH DR	CLEVELAND	OH	44109	NONE	501(C)(3)	PURCHASE OF EQUIPMENT	$45,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	295000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$127,774	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$23,750	ExclusionAmount

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	LITIGATION PROCEEDS	Description
Exclusion Code	01	ExclusionCode
Exclusion	$108	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$104,132	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	104132	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEE	Category
Amount	$930	Amount
Net Investment Income	698	NetInvestmentIncome
Disbursements Charitable Prps	232	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (7 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
AT&T INC 2.500% 8/15/15	152363	150392
BANK OF AMERICA 4.875% 9/15/12	51375	52360
DELL INC 2.300% 9/10/15	150570	149136
JOHN DEERE CAP MTN 2.800% 9/18/17	151308	148370
LOOMIS SAYLES BOND FUND	230225	255552
WAL-MART STORES 4.550% 5/01/13	50765	53684
WELLS FARGO & CO 5.000% 11/15/14	51355	54138

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (52 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
ABBOTT LABS	54550	60731
AMERICAN EXPRESS CO	66127	76074
APACHE CORP	37577	63084
APPLE INC	39830	84381
AUTOMATIC DATA PROCESSING INC	71453	76376
BED BATH & BEYOND INC	65733	85598
CAMERON INTERNATIONAL CORP	33994	65373
CHEVRON CORPORATION	24065	43448
CISCO SYSTEMS INC	60227	51088
COCA COLA CO	35058	46210
CONOCOPHILLIPS	61084	87962
DANAHER CORP	23154	40215
DU PONT E I DE NEMOURS & CO	51334	76383
ECOLAB INC	22447	31498
EMC CORP/MASS	67000	78360
EMERSON ELEC CO	14793	51108
EXXON MOBIL CORPORATION	10591	85077
FLUOR CORP NEW	46632	66793
GENERAL ELECTRIC CORP	10546	44336
GOOGLE INC - CL A	54272	65292
HEWLETT PACKARD CO	67368	61766
HOME DEPOT INC	43382	68356
ILLINOIS TOOL WKS INC	31802	45852
INTEL CORP	74946	76279
ISHARES RUSSELL MIDCAP INDEX FUND	223625	269376
ISHARES S&P SMALLCAP 600	201646	252514
JOHNSON & JOHNSON	39572	42784
MCDONALDS CORP	41266	60690
MEDCO HEALTH SOLUTIONS INC	32681	32632
MICROSOFT CORP	52676	58709
NAVISTAR INTERNATIONAL CORP	37746	39626
NIKE INC-CLASS B	30015	48569
OCCIDENTAL PETE CORP	47708	70860
ORACLE CORPORATION	67994	81629
PEPSICO INC	29944	65721
PRAXAIR INC	22106	40972
PROCTER & GAMBLE CO	25703	62953
PRUDENTIAL FINL INC	47265	70079
SCHLUMBERGER LTD	50639	75390
SPDR DJ WILSHIRE INTL REAL ESTATE	40389	40216
SPDR DOW JONES REIT ETF	46376	54076
STATE STREET CORP	57333	69965
T ROWE PRICE GROUP INC	47296	79413
THE VANGUARD GROUP INC ENERGY ETF	92163	98605
UNION PAC CORP	47497	60013
UNITED TECHNOLOGIES CORP	24850	40848
US BANCORP NEW	72491	68294
VANGUARD FTSE ALL WO X-US SC	58123	69667
VANGUARD FTSE ALL-WORLD EX-US	221950	258750
VANGUARD MSCI EMERGING MARKETS ETF	84271	102212
YUM! BRANDS INC	33319	35939
TEVA PHARMACEUTICAL INDS LTD ADR	53493	46416

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	654570	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	693831	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	OHIO FILING FEE	Description
Revenue And Expenses Per Books	200	RevenueAndExpensesPerBooks
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	200	DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	LITIGATION PROCEEDS	Description
Revenue And Expenses Per Books	108	RevenueAndExpensesPerBooks
Net Investment Income	108	NetInvestmentIncome
Adjusted Net Income	108	AdjustedNetIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES	Category
Amount	$2,832	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

WALTER W AND THELMA M BORN FOUNDATION: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (127 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

US Address USAddress

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (7 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (52 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

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