STILLWAGON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STILLWAGON FAMILY FOUNDATION (EIN 34-1784044)
- Tax period
- 2024-09-01 to 2025-08-31
- Filed
- 2026-07-09
- IRS object ID
- 202621909349101107
- Schema version
- 2024v5.5
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-09T14:01:21-05:00 | ReturnTs |
| Tax Period End | 2025-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341784044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STILLWAGON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STIL | BusinessNameControlTxt |
| Phone | 3307584111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8007 E PARKSIDE CT | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J STILLWAGON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3307584111 | PhoneNum |
| Signature | 2026-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DASCENZO | PreparerPersonNm |
| PTIN | P00045020 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2026-07-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $384,416 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,759 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $142,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,759 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,895 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $307 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,609 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,037 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,150 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3 | CashEOYAmt |
| Cash EOYFMV | $3 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,086 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $229,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $194,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $263,516 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $98,170 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $117,259 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $117,811 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $331,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $314,867 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $384,416 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $331,449 | CapitalStockBOYAmt |
| Capital Stock EOY | $314,867 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $331,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $314,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $331,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $314,867 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $331,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $314,867 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $314,867 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALLSPRING SPECIAL MDCP VL | P | 2025-02-14 | 2025-04-16 | $207 | $226 | -$19 | -$19 |
| CAUSEWAY INTL VALUE INSTL | P | 2024-04-05 | 2024-10-11 | $94 | $87 | $7 | $7 |
| FIDELITY TOTAL BOND ETF | P | 2024-09-06 | 2025-04-03 | $2,759 | $2,813 | -$54 | -$54 |
| GOLDMAN SACHS GQG INTL OPP | P | 2024-04-19 | 2024-11-15 | $36 | $36 | $0 | $0 |
| GQG PARTNERS EMRG MKTS EQ INS | P | 2024-10-11 | 2025-04-16 | $287 | $324 | -$37 | -$37 |
| HARTFORD DIVIDEND & GROWTH | P | 2024-04-05 | 2024-10-11 | $180 | $166 | $14 | $14 |
| ISHARES 20+ YR TREASURY BOND ETF | P | 2024-10-11 | 2024-11-15 | $269 | $282 | -$13 | -$13 |
| ISHARES CORE MSCI EAFE ETF | P | 2024-04-19 | 2024-11-15 | $144 | $142 | $2 | $2 |
| ISHARES CORE MSCI EMERGING | P | 2024-10-11 | 2025-04-03 | $855 | $923 | -$68 | -$68 |
| ISHARES RUSSELL 1000 GRW ETF | P | 2024-04-05 | 2024-10-11 | $380 | $335 | $45 | $45 |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2024-11-15 | 2025-04-16 | $2,094 | $2,279 | -$185 | -$185 |
| NUANCE MID CAP VALUE INST | P | 2024-11-15 | 2025-02-14 | $43 | $45 | -$2 | -$2 |
| OAKMARK FUND INSTITUTIONAL | P | 2024-11-15 | 2025-02-14 | $439 | $474 | -$35 | -$35 |
| WESTERN ASSET CORE PLUS BD | P | 2023-09-22 | 2024-09-06 | $756 | $708 | $48 | $48 |
| AMERICAN BD FD OF AMERICA | P | 2022-08-18 | 2025-04-03 | $2,958 | $3,108 | -$150 | -$150 |
| BLACKROCK TOTAL RET | P | 2021-10-06 | 2025-04-03 | $2,343 | $2,810 | -$467 | -$467 |
| CAUSEWAY INTL VALUE INSTL | P | 2021-08-27 | 2024-10-11 | $197 | $163 | $34 | $34 |
| EDGEWOOD GROWTH INSTL | P | 2020-11-03 | 2024-10-11 | $1,280 | $1,206 | $74 | $74 |
| GOLDMAN SACHS GQG INTL OPP | P | 2020-11-03 | 2024-11-15 | $2,442 | $1,903 | $539 | $539 |
| ISHARES 20+ YR TREASURY BOND ETF | P | 2022-03-18 | 2024-11-15 | $6,915 | $10,256 | -$3,341 | -$3,341 |
| ISHARES CORE MSCI EAFE ETF | P | 2023-03-31 | 2024-11-15 | $5,241 | $4,885 | $356 | $356 |
| ISHARES CORE S&P 500 ETF | P | 2023-09-22 | 2024-10-11 | $1,029 | $773 | $256 | $256 |
| ISHARES RUSSELL 1000 GRW ETF | P | 2023-09-22 | 2024-11-15 | $2,322 | $1,617 | $705 | $705 |
| NUANCE MID CAP VALUE INST | P | 2020-11-03 | 2024-10-11 | $32 | $31 | $1 | $1 |
| PIMCO LOW DURATION INC | P | 2020-11-03 | 2024-10-11 | $9,324 | $9,668 | -$344 | -$344 |
| WESTERN ASSET CORE PLUS BD | P | 2021-04-09 | 2024-09-06 | $2,659 | $3,305 | -$646 | -$646 |
| CAUSEWAY INTL VALUE INSTL | P | 2024-04-19 | 2024-11-15 | $23 | $22 | $1 | $1 |
| FIDELITY TOTAL BOND ETF | P | 2024-09-06 | 2025-04-16 | $2,253 | $2,345 | -$92 | -$92 |
| FIDELITY TOTAL BOND ETF | P | 2024-10-11 | 2025-04-16 | $2,298 | $2,349 | -$51 | -$51 |
| FIDELITY TOTAL BOND ETF | P | 2024-11-15 | 2025-04-16 | $6,849 | $6,882 | -$33 | -$33 |
| GOLDMAN SACHS GQG INTL OPP | P | 2024-10-11 | 2024-11-15 | $506 | $539 | -$33 | -$33 |
| GOLDMAN SACHS GQG INTL OPP | P | 2024-12-20 | 2025-04-03 | $797 | $733 | $64 | $64 |
| HARTFORD DIVIDEND & GROWTH | P | 2024-11-15 | 2025-04-03 | $839 | $966 | -$127 | -$127 |
| HARTFORD DIVIDEND & GROWTH | P | 2024-11-15 | 2025-04-16 | $2,875 | $3,397 | -$522 | -$522 |
| ISHARES CORE MSCI EAFE ETF | P | 2024-10-11 | 2024-11-15 | $359 | $383 | -$24 | -$24 |
| ISHARES CORE MSCI EMERGING | P | 2024-10-11 | 2025-04-03 | $53 | $58 | -$5 | -$5 |
| ISHARES RUSSELL 1000 GRW ETF | P | 2024-04-19 | 2024-10-11 | $5,699 | $4,782 | $917 | $917 |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2024-04-05 | 2024-10-11 | $293 | $270 | $23 | $23 |
| NUANCE MID CAP VALUE INST | P | 2024-12-20 | 2025-02-14 | $214 | $213 | $1 | $1 |
| OAKMARK FUND INSTITUTIONAL | P | 2024-12-20 | 2025-02-14 | $1,053 | $1,187 | -$134 | -$134 |
| AMERICAN BD FD OF AMERICA | P | 2022-08-18 | 2025-04-16 | $11,558 | $12,340 | -$782 | -$782 |
| BLACKROCK TOTAL RET | P | 2021-10-06 | 2025-04-16 | $9,740 | $11,907 | -$2,167 | -$2,167 |
| CAUSEWAY INTL VALUE INSTL | P | 2021-08-27 | 2024-11-15 | $2,916 | $2,549 | $367 | $367 |
| CAUSEWAY INTL VALUE INSTL | P | 2021-08-27 | 2025-04-03 | $699 | $624 | $75 | $75 |
| EDGEWOOD GROWTH INSTL | P | 2020-11-03 | 2024-11-15 | $650 | $613 | $37 | $37 |
| GOLDMAN SACHS GQG INTL OPP | P | 2020-11-03 | 2025-04-03 | $326 | $260 | $66 | $66 |
| GOLDMAN SACHS GQG INTL OPP | P | 2020-11-03 | 2025-04-16 | $111 | $90 | $21 | $21 |
| ISHARES 20+ YR TREASURY BOND ETF | P | 2022-06-10 | 2024-11-15 | $718 | $911 | -$193 | -$193 |
| ISHARES 20+ YR TREASURY BOND ETF | P | 2022-12-09 | 2024-11-15 | $269 | $322 | -$53 | -$53 |
| ISHARES 20+ YR TREASURY BOND ETF | P | 2022-12-27 | 2024-11-15 | $718 | $802 | -$84 | -$84 |
| ISHARES 20+ YR TREASURY BOND ETF | P | 2023-09-22 | 2024-11-15 | $1,168 | $1,187 | -$19 | -$19 |
| ISHARES 20+ YR TREASURY BOND ETF | P | 2022-03-04 | 2024-11-15 | $629 | $951 | -$322 | -$322 |
| ISHARES CORE MSCI EAFE ETF | P | 2023-03-31 | 2025-04-03 | $2,638 | $2,342 | $296 | $296 |
| ISHARES CORE MSCI EAFE ETF | P | 2023-03-31 | 2025-04-16 | $374 | $335 | $39 | $39 |
| NUANCE MID CAP VALUE INST | P | 2020-11-03 | 2025-02-14 | $6,002 | $6,285 | -$283 | -$283 |
| NUANCE MID CAP VALUE INST | P | 2022-12-27 | 2025-02-14 | $430 | $423 | $7 | $7 |
| NUANCE MID CAP VALUE INST | P | 2020-11-24 | 2025-02-14 | $56 | $59 | -$3 | -$3 |
| NUANCE MID CAP VALUE INST | P | 2023-09-22 | 2025-02-14 | $490 | $454 | $36 | $36 |
| PIMCO LOW DURATION INC | P | 2020-11-03 | 2024-10-15 | $11,502 | $12,000 | -$498 | -$498 |
| PIMCO LOW DURATION INC | P | 2022-03-18 | 2024-11-15 | $5,608 | $5,743 | -$135 | -$135 |
| PIMCO LOW DURATION INC | P | 2022-06-10 | 2024-11-15 | $1,471 | $1,464 | $7 | $7 |
| WESTERN ASSET CORE PLUS BD | P | 2021-06-04 | 2024-09-06 | $9,582 | $12,080 | -$2,498 | -$2,498 |
| WESTERN ASSET CORE PLUS BD | P | 2022-06-10 | 2024-09-06 | $175 | $181 | -$6 | -$6 |
| WESTERN ASSET CORE PLUS BD | P | 2022-12-09 | 2024-09-06 | $2,771 | $2,759 | $12 | $12 |
| WESTERN ASSET CORE PLUS BD | P | 2023-06-09 | 2024-09-06 | $2,891 | $2,820 | $71 | $71 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $141 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $141 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $141 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID J STILLWAGON | IndividualWithBooksNm |
| Phone | 3307584111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8007 E PARKSIDE CT | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 445125346 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID J STILLWAGON | ||||||||
| 8007 E PARKSIDE CT | YOUNGSTOWN | OH | 44512 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NANCY CARSTENSEN | ||||||||
| 1465 LAKE ROGER DR | KENT | OH | 44240 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAUL K STILLWAGON | ||||||||
| 119 HAWTHORNE DR | WINCHESTER | VA | 22601 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | NONE | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | NONE | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $368,855 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $371,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $371,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $366,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $141 | TotalTaxAmt |
| Distributable Before Adj | $18,173 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,173 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,173 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,435 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,435 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,173 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,430 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,435 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,430 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,168 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FREMONT STREET NURSERY | |||||||
| 533 FREMONT STREET | WINCHESTER | VA | 22601 | N/A | PC | FOR OPERATIONS | $1,000 |
| HENRY & WILLIAM EVANS HOME FOR CHILDREN | |||||||
| 330 E LEICESTER ST | WINCHESTER | VA | 22601 | N/A | PC | FOR OPERATIONS | $1,000 |
| HIGHLAND FOOD PANTRY | |||||||
| 446 HIGHLAND AVE | WINCHESTER | VA | 22601 | N/A | PC | FOR OPERATIONS | $712 |
| KENT HISTORICAL SOCIETY | |||||||
| 237 E MAIN STREET | KENT | OH | 44240 | N/A | PC | FOR OPERATIONS | $465 |
| LAKE ERIE COLLEGE | |||||||
| 391 WEST WASHINGTON STREET | PAINESVILLE | OH | 44077 | N/A | PC | FOR OPERATIONS | $2,280 |
| MAHONING VALLEY HISTORICAL SOCIETY | |||||||
| 648 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PC | FOR OPERATIONS | $5,180 |
| YORK SYMPHONY ORCHESTRA | |||||||
| 50 N GEORGE STREET | YORK | PA | 17401 | N/A | PC | FOR OPERATIONS | $4,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,540 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15,759 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$9,304 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,455 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,455 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | THE INCOME PRODUCED FROM THE ACTIVITIES LISTED ENABLED THE ORGANIZATION TO CONTINUE TO PROVIDE CHARITABLE CONTRIBUTIONS TO WORTHY ORGANIZATIONS AS NEEDED. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,895 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,895 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $117,259 | EOYBookValueAmt |
| EOYFMV | $117,811 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $194,519 | EOYBookValueAmt |
| EOYFMV | $263,516 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $5,295 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,609 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYMENTS TO US TREASURY | CategoryTxt |
| Amt | $307 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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