JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION (EIN 31-6567000)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-25
- IRS object ID
- 202421169349101022
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-25T13:03:57-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341667340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKER THOMAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6601 WESTFORD PLACE SUITE 101 | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316567000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & CORALIE CENTOFANTI | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3307401226 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRSTY COURSON | PersonNm |
| Person Title | TRUST ADMINISTRATOR | PersonTitleTxt |
| Phone | 3307401226 | PhoneNum |
| Signature | 2024-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIRSTY | PersonFirstNm |
| Person Last | COURSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN COMMONS CPA | PreparerPersonNm |
| PTIN | P00443330 | PTIN |
| Phone | 3305339777 | PhoneNum |
| Preparation | 2024-04-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,682,018 | 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 |
| Interest On Sav Rev And Expnss | $7,394 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,394 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $160,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,879,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,438 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $326,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,014 | 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 | $8,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $650 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $422,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $499,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$173,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $248,914 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,922 | CashBOYAmt |
| Cash EOY | $250,083 | CashEOYAmt |
| Cash EOYFMV | $250,083 | CashEOYFMVAmt |
| US Government Obligations BOY | $697,328 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $822,466 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $822,466 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,172,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,115,176 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,115,176 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $758,663 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $717,746 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $717,746 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,728,493 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,776,547 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,776,547 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,478,189 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,682,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,682,018 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,545 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,545 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,478,189 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,680,473 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,478,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,680,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,478,189 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,682,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,478,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$173,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $375,418 | OtherIncreasesAmt |
| Subtotal | $6,680,473 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,680,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PROTECTED TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $1,879,463 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,721,025 | CostOrOtherBasisAmt |
| Gain Or Loss | $158,438 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $158,438 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,640 | 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 | $4,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,180 | OverpaymentAmt |
| Applied To ES Tax | $1,180 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FARMERS TRUST COMPANY | IndividualWithBooksNm |
| Phone | 3307437000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG RD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FARMERS TRUST COMPANY KIRSTY COURSO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG RD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUST ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,280,582 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,503,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,503,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,405,705 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $320,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $320,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,460 | TotalTaxAmt |
| Distributable Before Adj | $316,825 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $316,825 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $316,825 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $422,048 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $316,825 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $144,166 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $208,431 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $224,411 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $242,219 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $180,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,000,087 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $316,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $105,223 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,105,310 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $144,166 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $961,144 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $208,431 | ExcessFromYear4Amt |
| Excess From Year3 | $224,411 | ExcessFromYear3Amt |
| Excess From Year2 | $242,219 | ExcessFromYear2Amt |
| Excess From Year1 | $180,860 | ExcessFromYear1Amt |
| Excess From Current Year | $105,223 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FARMERS TRUST CO TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307401226 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING PURPOSE OF REQUEST. PRINTED MATERIAL, BROCHURES AND ANY OTHER INFORMATION PERTINENT TO THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKRON CHILDREN'S HOSPITAL | |||||||
| 1 PERKINS SQUARE | AKRON | OH | 44308 | N/A | PUBLIC CHARITY | CHARITABLE | $50,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 840 SOUTHWESTERN RUN | YOUNGSTOWN | OH | 44514 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| AMERICAN LEGION POST 177 | |||||||
| PO BOX 53 | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | CHARITABLE | $3,000 |
| BEATITUDE HOUSE | |||||||
| 238 TOD LANE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | CHARITABLE | $30,000 |
| CANFIELD ROTORY CLUB | |||||||
| PO BOX 706 | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | CHARITABLE | $12,500 |
| CANFIELD SCHOOLS | |||||||
| 100 WADSWORTH ST | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | CHARITABLE | $7,548 |
| COMMUNITY FOUNDATION OF MAHONING VALLEY | |||||||
| 201 E COMMERCE ST 150 | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 |
| CANFIELD FAIR FOUNDATION | |||||||
| PO BOX 250 | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | CHARITABLE | $30,000 |
| COMPASS FAMILY & COMMUNITY SERVICES | |||||||
| 535 MARMION AVE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| DOROTHY DAY HOUSE | |||||||
| 620 BELMONT AVE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| ELLSWORTH HISTORICAL SOCIETY | |||||||
| PO BOX 106 | ELLSWORTH | OH | 44416 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| HELP NETWORK OF NORTHEAST OHIO | |||||||
| 261 E WOOD ST | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | CHARITABLE | $7,000 |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| 800 E SUMMIT ST | KENT | OH | 44240 | N/A | PUBLIC CHARITY | CHARITABLE | $16,000 |
| LIT YOUNGSTOWN | |||||||
| 323 WICK AVE SUITE 6 | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | CHARITABLE | $3,000 |
| MILLCREEK METROPARKS FOUNDATION | |||||||
| 7574 COLUMBIANA-CANFIELD RD | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| MINA'S FOSTER CLOSET | |||||||
| 11836 SOUTH AVE | NORTH LIMA | OH | 44452 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| SALVATION ARMY OF MAHONING VALLEY | |||||||
| 1501 GLENWOOD AVE | YOUNGSTOWN | OH | 44511 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| ST JOHN HENRY NEWMAN CENTER | |||||||
| 254 MADISON AVE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | CHARITABLE | $29,000 |
| THE ITALIAN HERITAGE FOUNDATION OF YOUNGSTOWN | |||||||
| 159 N HAZELWOOD AVE | YOUNGSTOWN | OH | 44509 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| UNITED WAY OF YOUNGSTOWN | |||||||
| 255 WATT ST | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| WESTERN RESERVE SCHOOLS | |||||||
| 13850 W AKRON-CANIELD RD | BERLIN CENTER | OH | 44401 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| YSU FOUNDATION | |||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | N/A | PUBLIC CHARITY | CHARITABLE | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $422,048 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,394 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,182 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $158,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $326,014 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,014 | TotalIncomeProducingActyAmt |
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 | $8,750 | Amt |
| Net Investment Income | $8,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100,000 PHILIP MORRIS INTL INC | $98,302 | $98,302 |
| 50,000 ORACLE CORP | $47,431 | $47,431 |
| 100,000 DUKE ENERGY OHIO INC | $96,353 | $96,353 |
| 100,000 PFIZER INC | $96,450 | $96,450 |
| 50,000 CHEVRON CORPORATION | $48,369 | $48,369 |
| 50,000 EXXON MOBIL CORP | $47,592 | $47,592 |
| 50,000 TARGET CORP | $48,162 | $48,162 |
| 100,000 AIR PRODUCTS AND CHEMICALS INC. | $92,239 | $92,239 |
| 75,000 SCHWAB CHARLES CORP SR GLBL NT 3.3%27 | $71,313 | $71,313 |
| 75,000 3M CO FR 3.625% | $71,535 | $71,535 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 241 SHS MICROSOFT CORPORATION | $90,626 | $90,626 |
| 606 APPLE INC | $116,673 | $116,673 |
| 474 JOHNSON & JOHNSON | $74,295 | $74,295 |
| 361 PEPSICO INC | $61,312 | $61,312 |
| 1660 CISCO SYS INC | $83,863 | $83,863 |
| 646 NEXTERA ENERGY INC | $39,238 | $39,238 |
| 305 VISA INC | $79,407 | $79,407 |
| 434 WALMART INC | $68,420 | $68,420 |
| 841 ALPHABET INC CL A | $117,479 | $117,479 |
| 3186 AT&T INC | $53,461 | $53,461 |
| 928 CVS HEALTH CORP | $73,275 | $73,275 |
| 842 TJX COMPANIES INC | $78,988 | $78,988 |
| 129 ADOBE SYSTEMS INC | $76,961 | $76,961 |
| 443 MID-AMERICA APARTMENT COMMUNITIES INC | $59,566 | $59,566 |
| 1924 PFIZER INC | $55,392 | $55,392 |
| 1633 VERIZON COMMUNICATIONS | $61,564 | $61,564 |
| 1499 ESSENTIAL UTILITIES INC | $55,988 | $55,988 |
| 108 LAM RESEARCH CORP | $84,592 | $84,592 |
| 716 TYSON FOODS INC | $38,485 | $38,485 |
| 266 UNITED PARCEL SERVICE CL B | $41,823 | $41,823 |
| 163 STRYKER CORP | $48,812 | $48,812 |
| 341 CBOE GLOBAL MARKETS INC | $60,889 | $60,889 |
| 3723 KINDER MORGAN INC | $65,674 | $65,674 |
| 127 LOCKHEED MARTIN CORP | $57,561 | $57,561 |
| 103 SERVICENOW INC | $72,768 | $72,768 |
| 498 TE CONNECTIVITY LTD | $69,969 | $69,969 |
| 20 AUTOZONE INC. | $51,712 | $51,712 |
| 841 GENERAL MILLS INC. | $54,783 | $54,783 |
| 765 EQT CORP | $29,575 | $29,575 |
| 1203 SCHLUMBERGER LTD | $62,604 | $62,604 |
| 895 CITIGROUP INC. | $46,039 | $46,039 |
| 268 CME GROUP INC | $56,441 | $56,441 |
| 302 JPMORGAN CHASE & CO. | $51,370 | $51,370 |
| 88 UNITEDHEALTH GROUP INC. | $46,329 | $46,329 |
| 652 INTERNATIONAL BUSINESS MACHS | $106,635 | $106,635 |
| 1,582 NEWMONT CORP | $65,479 | $65,479 |
| 604 VENTAS INC. | $30,103 | $30,103 |
| 817 DUKE ENERGY CORP | $79,282 | $79,282 |
| 109 CHUBB LIMITED COM | $24,634 | $24,634 |
| 384 SELECT SECTOR SPDR | $68,663 | $68,663 |
| 404 SELECT SECTOR SPDR HEALTHCARE | $55,098 | $55,098 |
| 450 AMAZON COM INC | $68,373 | $68,373 |
| 1,405 KENVUE INC COM | $30,250 | $30,250 |
| 247 EOG RES INC COM | $29,875 | $29,875 |
| 617 GILEAD SCIENCES INC COM | $49,983 | $49,983 |
| 318 HONEYWELL INTL INC | $66,688 | $66,688 |
| 751 AKAMAI TECHNOLOGIES INC | $88,881 | $88,881 |
| 1,936 VORNADO RLTY TR SH BEN INT | $54,692 | $54,692 |
| 82 INVESCO QQQ TR UNIT SER 1 | $33,581 | $33,581 |
| 935 MEDTRONIC PLC SHS | $77,025 | $77,025 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $822,466 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $822,466 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 21035.248 GOLDMAN SACHS INFLATION PROTECTED SECURITIES INSTL CLASS | FMV | $202,569 | $202,569 |
| 18,714.239 BLACKROCK ISHARES MSCI EAFE INTERNATIONAL INDEX FUND INSTL CLASS | FMV | $284,269 | $284,269 |
| 5049.985 MFS MID CAP GROWTH FUND CLASS I | FMV | $147,561 | $147,561 |
| 8841.479 DFA INVESTMENTS DIMMENSIONS EMERGING MARKETS | FMV | $198,138 | $198,138 |
| 18,559.976 GOLDMAN SACHS TR 2 GQG | FMV | $367,673 | $367,673 |
| 15574.907 FEDERATED HERMES INSTL TR FH INSTL HY R6 | FMV | $137,682 | $137,682 |
| 36,869.028 DFA INVT DIMENSIONS GROUP INC COMMDTY STRG | FMV | $160,380 | $160,380 |
| 19,721.456 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | FMV | $202,539 | $202,539 |
| 3,613,356 INVESCO MAIN STREET SMALL CAP | FMV | $75,736 | $75,736 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMITTEE EXPENSE | Desc |
| Revenue And Expenses Per Books | $10,200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON INVESTMENTS | Desc |
| Amt | $375,418 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT OPTIONS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,545 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $57,500 | Amt |
| Net Investment Income | $57,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $650 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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