LARGENT FAM PRIVATE FOUNDATION TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LARGENT FAM PRIVATE FOUNDATION TR (EIN 30-6331310)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202641259349103084
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T18:59:48-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812536303 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NERONE CLLB & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4935 OLENTANGY RIVER ROAD | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306331310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARGENT FAMILY PRIVATE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LARG | BusinessNameControlTxt |
| Phone | 7405484936 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6774 MAHOGANY DRIVE | AddressLine1Txt |
| City | GALENA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H LARGENT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7405484936 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R ALLEN CLEMENT | PreparerPersonNm |
| PTIN | P00402577 | PTIN |
| Phone | 6144595100 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,370,748 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $80,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,548 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,548 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,548 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $196,673 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $196,673 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $196,673 | DividendsAdjNetIncmAmt |
| Total Rev And Expnss | $282,221 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,221 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $202,221 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $3,466 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,295 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,221 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $202,221 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,662 | CashBOYAmt |
| Cash EOY | $10,901 | CashEOYAmt |
| Cash EOYFMV | $10,901 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,444,530 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,501,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,359,847 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $4,460,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,512,652 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,370,748 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,460,192 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,512,652 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,460,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,512,652 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,460,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,512,652 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,460,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,460 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,512,652 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,512,652 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,811 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,811 | SubtotalAmt |
| Tax Based On Investment Income | $2,811 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $389 | OverpaymentAmt |
| Applied To ES Tax | $389 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM H LARGENT | IndividualWithBooksNm |
| Phone | 7405484936 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6774 MAHOGANY DRIVE | AddressLine1Txt |
| City | GALENA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM H LARGENT | ||||||||
| 6774 MAHOGANY DRIVE | GALENA | OH | 43021 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| AMY R LARGENT | ||||||||
| 6774 MAHOGANY DRIVE | GALENA | OH | 43021 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ROBERT M LARGENT | ||||||||
| 6774 MAHOGANY DRIVE | GALENA | OH | 43021 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JUSTIN W LARGENT | ||||||||
| 6774 MAHOGANY DRIVE | GALENA | OH | 43021 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,430,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,443,367 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,443,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,651 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,376,716 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,811 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,811 | TotalTaxAmt |
| Distributable Before Adj | $216,025 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $216,025 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $216,025 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $216,025 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $7,543 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,919 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,144 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,683 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $117,289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $216,025 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,975 | RemainingDistriFromCorpusAmt |
| Total Corpus | $126,264 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $126,264 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,543 | ExcessFromYear4Amt |
| Excess From Year3 | $6,919 | ExcessFromYear3Amt |
| Excess From Year2 | $36,144 | ExcessFromYear2Amt |
| Excess From Year1 | $66,683 | ExcessFromYear1Amt |
| Excess From Current Year | $8,975 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM H AND AMY R LARGENT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6774 MAHOGANY DRIVE | AddressLine1Txt |
| City | GALENA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $225,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,548 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196,673 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $202,221 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,221 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| STATE OF OHIO FEES | $200 |
| TAX RETURN PERPARATION | $1,095 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $3,466 | Amt |
Comments