FURP.ORG / PUBLIC DATA EXPLORER

FARMERS CHARITABLE FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FARMERS CHARITABLE FOUNDATION (EIN 83-6635385)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-18
IRS object ID
202441709349301364
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-18T15:09:04-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341667340PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PACKER THOMASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16601 WESTFORD PLACE SUITE 101AddressLine1Txt
CityCANFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44406ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN836635385EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FARMERS CHARITABLE FOUNDATION XXX-XX-XXXXBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFARMBusinessNameControlTxt
Phone3307437000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 S BROAD STREETAddressLine1Txt
CityCANFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44406ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN HELMICKPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone3307437000PhoneNum
Signature2024-06-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKEVINPersonFirstNm
Person LastHELMICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN COMMONS CPAPreparerPersonNm
PTINP00443330PTIN
Phone3305339777PhoneNum
Preparation2024-05-31PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN HELMICKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 S BROAD STREETAddressLine1Txt
CityCANFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44406ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,590,537GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNONEWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2018FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE MISSION AND PURPOSE OF THE CORPORATION IS TO BE ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"), INCLUDING, IN FURTHERANCE OF SUCH PURPOSES, BUT WITHOUT LIMITATION THEREON, HOLDING, INVESTING, AND ADMINISTERING ASSETS RECEIVED AS CHARITABLE GIFTS, BEQUESTS, AND CONTRIBUTIONS AND USING SUCH ASSETS OR THE INCOME THEREFROM BY MAKING GRANTS AND OTHER DISTRIBUTIONS TO FACILITATE, SUPPORT, AND INCREASE CHARITABLE ACTIVITIES IN THE FOLLOWING AREAS: HEALTH AND HUMAN SERVICES; CHILDREN, YOUTH, AND FAMILIES; SOCIAL WELFARE; EDUCATION; SCIENTIFIC RESEARCH; CULTURE, ARTS, AND HUMANITIES; RELIGION; CIVIC AND COMMUNITY AFFAIRS; ENVIRONMENT; WILDLIFE AND ANIMALS; AND OTHER CHARITABLE ACTIVITIES THAT SUPPORT CAUSES WHICH REPRESENT THE PHILANTHROPIC WISHES OF DONORS OF FARMERS CHARITABLE FOUNDATION.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,190,811PYContributionsGrantsAmt
CY Contributions Grants$1,326,770CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$45,483PYInvestmentIncomeAmt
CY Investment Income$83,949CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$7,145,328PYTotalRevenueAmt
CY Total Revenue$1,410,719CYTotalRevenueAmt
PY Grants And Similar Paid$452,365PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$790,736CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$47,375PYOtherExpensesAmt
CY Other Expenses$61,044CYOtherExpensesAmt
PY Total Expenses$499,740PYTotalExpensesAmt
CY Total Expenses$851,780CYTotalExpensesAmt
PY Revenues Less Expenses$6,645,588PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$558,939CYRevenuesLessExpensesAmt
Total Assets BOY$8,349,905TotalAssetsBOYAmt
Total Assets EOY$9,640,914TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,349,905NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,640,914NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION AND PURPOSE OF THE CORPORATION IS TO BE ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE"), INCLUDING, IN FURTHERANCE OF SUCH PURPOSES, BUT WITHOUT LIMITATION THEREON, HOLDING, INVESTING, AND ADMINISTERING ASSETS RECEIVED AS CHARITABLE GIFTS, BEQUESTS, AND CONTRIBUTIONS AND USING SUCH ASSETS OR THE INCOME THEREFROM BY MAKING GRANTS AND OTHER DISTRIBUTIONS TO FACILITATE, SUPPORT, AND INCREASE CHARITABLE ACTIVITIES IN THE FOLLOWING AREAS: HEALTH AND HUMAN SERVICES; CHILDREN, YOUTH, AND FAMILIES; SOCIAL WELFARE; EDUCATION; SCIENTIFIC RESEARCH; CULTURE, ARTS, AND HUMANITIES; RELIGION; CIVIC AND COMMUNITY AFFAIRS; ENVIRONMENT; WILDLIFE AND ANIMALS; AND OTHER CHARITABLE ACTIVITIES THAT SUPPORT CAUSES WHICH REPRESENT THE PHILANTHROPIC WISHES OF DONORS OF FARMERS CHARITABLE FOUNDATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$790,736ExpenseAmt
Grant$790,736GrantAmt
DescMADE GRANTS TO CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC ORGANIZATIONS IN FURTHERANCE OF EACH RECIPIENT'S EXEMPT PURPOSE. (OVER 200 ORGANIZATIONS RECEIVED GRANTS IN 2023.)Desc
Total Program Service Expenses$790,736TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FARMERS TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3305333341PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line120 S BROAD STREETAddressLine1Txt
CityCANFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44406ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KEVIN HELMICK
CHAIRMAN1.00Yes (X)Yes (X)$0$1,172,985$26,073
AMBER WALLACE SOUKENIK
SECRETARY1.00Yes (X)Yes (X)$0$450,598$13,082
MARK WENICK
DIRECTOR1.00Yes (X)$0$412,636$24,437
TROY ADAIR
DIRECTOR1.00Yes (X)$0$485,275$24,926
JAMES GASIOR
DIRECTOR1.00Yes (X)$0$477,675$27,581
JUAN SANTIAGO
DIRECTOR1.00Yes (X)$0$76,687$20,383
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,075,856TotReportableCompRltdOrgAmt
Total Other Compensation$136,482TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,326,770AllOtherContributionsAmt
Noncash Contributions$954,940NoncashContributionsAmt
Total Contributions$1,326,770TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$238,506TotalRevenueColumnAmt
Exclusion$238,506ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,025,261SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,179,818SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$154,557SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$154,557TotalRevenueColumnAmt
Exclusion-$154,557ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,410,719TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$83,949ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$790,736TotalAmt
Program Services$790,736ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,075TotalAmt
Management And General$1,075ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$57,006TotalAmt
Management And General$57,006ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
FOREIGN TAXES PAID$2,526$2,526
FILINGS FEES$225$225
MISCELLANEOUS EXPENSE$212$212

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$851,780TotalAmt
Program Services$790,736ProgramServicesAmt
Management And General$61,044ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$812,536BOYAmt
EOY$694,383EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,537,369BOYAmt
EOY$8,946,531EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,349,905BOYAmt
EOY$9,640,914EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,209,464BOYAmt
EOY$9,495,719EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$140,441BOYAmt
EOY$145,195EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,349,905BOYAmt
EOY$9,640,914EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,349,905BOYAmt
EOY$9,640,914EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$558,939ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$732,070NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$848,134CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$324,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,643,178CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,190,811CurrentTaxYearMinus1YearAmt
Current Tax Year$1,326,770CurrentTaxYearAmt
Total$11,333,447TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$848,134CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$324,554CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,643,178CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,190,811CurrentTaxYearMinus1YearAmt
Current Tax Year$1,326,770CurrentTaxYearAmt
Total$11,333,447TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,226,646SubstantialContributorsTotAmt
Public Support Total170$4,106,801PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,422CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,293CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$50,620CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$128,594CurrentTaxYearMinus1YearAmt
Current Tax Year$238,506CurrentTaxYearAmt
Total$446,435TotalAmt
FieldValueIRS element (for citing)
Total Support$11,779,882TotalSupportAmt
Public Support CY1700.34860PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held34DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$1,276,770DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$50,000FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$721,276DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$62,000FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$2,970,137DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$6,525,582FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$140,441BeginningYearBalanceAmt
Investment Earnings Or Losses$12,214InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,460GrantsOrScholarshipsAmt
End Year Balance$145,195EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$126,989BeginningYearBalanceAmt
Contributions$39,878ContributionsAmt
Investment Earnings Or Losses-$18,426InvestmentEarningsOrLossesAmt
Grants Or Scholarships$8,000GrantsOrScholarshipsAmt
End Year Balance$140,441EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$129,779ContributionsAmt
Investment Earnings Or Losses$2,210InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,000GrantsOrScholarshipsAmt
End Year Balance$126,989EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,083,257TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$732,070NetUnrealizedGainsInvstAmt
Other Revenue-$59,532OtherRevenueAmt
Revenue Not Reported$672,538RevenueNotReportedAmt
Revenue Subtotal$1,410,719RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,410,719TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$792,248TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$792,248ExpensesSubtotalAmt
Other Expenses Not Included$59,532OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$59,532ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$851,780TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 2D - OTHER ADJUSTMENTS:INVESTMENT MANAGEMENT FEES -57,006. FOREIGN TAXES PAID -2,526.
PART XII, LINE 4B - OTHER ADJUSTMENTS:INVESTMENT MANAGEMENT FEES 57,006. FOREIGN TAXES PAID 2,526.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
AKRON CHILDREN'S HOSPITAL FOUNDATION
1 PERKINS SQUAREAKRONOH44398237114013501(C)(3)$75,000$0PROGRAM SUPPORT
OLD NORTH CHURCH
7105 HERBERT RDCANFIELDOH44406341326148501(C)(3)$24,000$0PROGRAM SUPPORT
YMCA OF YOUNGSTOWN
17 N CHAMPION STYOUNGSTOWNOH44503340714730501(C)(3)$10,000$0PROGRAM SUPPORT
YOUNGSTOWN STATE UNIVERSITY FOUNDATION
655 WICK AVEYOUNGSTOWNOH44502346576610501(C)(3)$75,000$0PROGRAM SUPPORT
WOOSTER GRACE CHURCH
4599 BURBANK RDWOOSTEROH44691340922948501(C)(3)$10,000$0PROGRAM SUPPORT
CHABAD ON CAMPUS AT OSU
207 E 15TH STCOLUMBUSOH43201812505414501(C)(3)$19,566$0PROGRAM SUPPORT
RICH CENTER FOR AUTISM
1 UNIVERSITY PLAZAYOUNGSTOWNOH44555813747269501(C)(3)$20,000$0PROGRAM SUPPORT
HOWLAND COMMUNITY SCHOLARSHIP FOUNDATION
8200 SOUTH ST SEWARRENOH44484205747153501(C)(3)$10,000$0PROGRAM SUPPORT
HELP ONE NOW
P O BOX 26716RALEIGHNC27611263618295501(C)(3)$40,000$0PROGRAM SUPPORT
LAKESIDE CHAUTAUQUA FOUNDATION
236 WALNUT AVELAKESIDEOH43440204072755501(C)(3)$20,000$0PROGRAM SUPPORT
YOUNGSTOWN AREA COMMUNITY CONCERT BAND
5294 ROCKWELL RDYOUNGSTOWNOH44515571235655501(C)(3)$10,000$0PROGRAM SUPPORT
STAMBAUGH CHORUS
1000 5TH AVEYOUNGSTOWNOH44504346526170501(C)(3)$10,000$0PROGRAM SUPPORT
MALONE UNIVERSITY
2600 CLEVELAND AVE NWCANTONOH44709340737794501(C)(3)$20,000$0PROGRAM SUPPORT
YOUNGSTOWN BUSINESS INCUBATOR
241 FEDERAL PLAZA WYOUNGSTOWNOH44503341751707501(C)(3)$10,000$0PROGRAM SUPPORT
COMMUNITY FOUNDATION OF WESTERN PENNSYLVANIA AND EASTERN OHIO
7 W STATE STSHARONPA16146251407396501(C)(3)$20,000$0PROGRAM SUPPORT
SIGHT FOR ALL UNITED
966 5TH STSTRUTHERSOH44471811468439501(C)(3)$10,000$0PROGRAM SUPPORT
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306020554654501(C)(3)$25,000$0PROGRAM SUPPORT
VILLAGE NETWORK
2000 NOBLE DRWOOSTEROH44691340768857501(C)(3)$9,000$0PROGRAM SUPPORT
BUTLER COUNTY COMMUNITY COLLEGE EDUCATION FOUNDATION
P O BOX 1203BUTLERPA16003251555437501(C)(3)$17,500$0PROGRAM SUPPORT
STAR CENTER FOUNDATION
835 SHARON DRWESTLAKEOH44145844226500501(C)(3)$23,500$0PROGRAM SUPPORT
YOUNGSTOWN WARREN REGIONAL CHAMBER FOUNDATION
100 E FEDERAL STYOUNGSTOWNOH44503341582341501(C)(3)$10,000$0PROGRAM SUPPORT
FAITH BUILDERS EDUCATIONAL PROGRAMS
28527 GUYS MILLS RDGUYS MILLSPA16327251685931501(C)(3)$5,500$0PROGRAM SUPPORT
MERCY DEVELOPMENT FOUNDATION
6801 BRECKSVILLE RDINDEPENDENCEOH44131352408321501(C)(3)$25,000$0PROGRAM SUPPORT
UNITED WAY OF YOUNGSTOWN AND THE MAHONING VALLEY
255 WATT STYOUNGSTOWNOH44505340714598501(C)(3)$10,000$0PROGRAM SUPPORT
CHAMPION PRESBYTERIAN CHURCH
4997 MAHONING AVE NWWARRENOH44483340871105501(C)(3)$10,000$0PROGRAM SUPPORT
ST WILLIAM CATHOLIC CHURCH
5411 MAHONING AVE NWWARRENOH44483530196617501(C)(3)$10,000$0PROGRAM SUPPORT

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE BOARD OF DIRECTORS REVIEWS INFORMATION PROVIDED BY GRANT RECIPIENTS DETAILING HOW GRANT FUNDS WERE USED. THE BOARD RESERVES THE RIGHT TO REQUEST ADDITIONAL INFORMATION OR SUPPORTING DOCUMENTATION WHENEVER THEY DEEM IT REASONABLE AND APPROPRIATE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KEVIN HELMICK
CHAIRMAN$0$1,172,985$0$0$0$0$0$0$0$26,073$0$1,199,058$0$0
TROY ADAIR
DIRECTOR$0$485,275$0$0$0$0$0$0$0$24,926$0$510,201$0$0
JAMES GASIOR
DIRECTOR$0$477,675$0$0$0$0$0$0$0$27,581$0$505,256$0$0
AMBER WALLACE SOUKENIK
SECRETARY$0$450,598$0$0$0$0$0$0$0$13,082$0$463,680$0$0
MARK WENICK
DIRECTOR$0$412,636$0$0$0$0$0$0$0$24,437$0$437,073$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution26ContributionCnt
Noncash Contributions Rpt F990$954,940NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV ON CONTRIBUTION DATEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION USES FARMERS TRUST COMPANY TO PROCESS AND SELL NON-CASH CONTRIBUTIONS OF SECURITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2EACH OF THE FOUNDATION DIRECTORS SERVES AS AN OFFICER OF FARMERS NATIONAL BANC CORPORATION, A BANK HOLDING COMPANY AND SOLE MEMBER OF THE FARMERS CHARITABLE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 6THE SOLE MEMBER OF THE ORGANIZATION IS FARMERS NATIONAL BANC CORPORATION.
FORM 990, PART VI, SECTION A, LINE 7AFARMERS NATIONAL BANC CORPORATION HAS THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CTHE POLICY IS REVIEWED ON A QUARTERLY BASIS.
FORM 990, PART VI, SECTION C, LINE 19ALL INFORMATION OPEN FOR PUBLIC INSPECTION IS AVAILABLE UPON REQUEST AT THE OFFICE OF THE ORGANIZATION DURING NORMAL BUSINESS HOURS.
FORM 990, PART XII, LINE 1:THE ORGANIZATION USES A MODIFIED CASH BASIS METHOD OF ACCOUNTING.
FORM 990, PART XII, LINE 2C:THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
FARMERS NATIONAL BANC CORPORATION
20 S BROAD STCANFIELDOH44406341371693BANK HOLDING COMPANYOHN/AC0
FARMERS NATIONAL BANK
20 S BROAD STCANFIELDOH44406340214400BANKOHN/AC0
FARMERS TRUST COMPANY
20 S BROAD STCANFIELDOH44406341853512TRUST COMPANYOHN/AC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd