HOWARD AND JEANNE KARR CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD AND JEANNE KARR CHARITABLE FOUNDATION (EIN 45-6911990)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202311309349100746
- Schema version
- 2022v5.0
- 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
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T10:30:34-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456911990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD & JEANNE KARR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARR | BusinessNameControlTxt |
| Phone | 3307437000 | 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 | FARMERS TRUST CO TTEE | PersonNm |
| Person Title | VP & TX OFFICER | PersonTitleTxt |
| Phone | 3307437000 | PhoneNum |
| Signature | 2023-04-26 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $43,566 | FMVAssetsEOYAmt |
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 | $1,323 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,323 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $751,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,492 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $142,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,147 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,180 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $52,626 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,554 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $875 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $875 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $433 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,298 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,887 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,927 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,135,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,135,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,218,752 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,159,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,076,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $501,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,566 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $19,896 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $154,823 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $125,674 | CorporateBondsBOYAmt |
| Other Investments BOY | $318,296 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,120,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,566 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,566 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,120,173 | CapitalStockBOYAmt |
| Capital Stock EOY | $43,566 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,120,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,120,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,566 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,120,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,076,605 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,568 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,566 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (282 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 956.286 AIM GROWTH SER INVESCO GROWTH INTL DVRSFD R6 | 2020-04-03 | 2022-02-09 | $19,738 | $13,866 | $5,872 | $5,872 | |
| 11.75 AIM GROWTH SER INVESCO GROWTH INTL DVRSFD R6 | 2020-05-13 | 2022-02-09 | $243 | $191 | $52 | $52 | |
| 260.146 AIM GROWTH SER INVESCO GROWTH INTL DVRSFD R6 | 2020-04-03 | 2022-03-29 | $5,000 | $3,772 | $1,228 | $1,228 | |
| 524.17 AIM GROWTH SER INVESCO GROWTH INTL DVRSFD R6 | 2020-04-03 | 2022-05-26 | $9,000 | $7,600 | $1,400 | $1,400 | |
| 285.878 AIM GROWTH SER INVESCO GROWTH INTL DVRSFD R6 | 2020-04-03 | 2022-05-27 | $5,000 | $4,145 | $855 | $855 | |
| 1248.539 AIM GROWTH SER INVESCO GROWTH INTL DVRSFD R6 | 2020-04-03 | 2022-06-24 | $20,451 | $18,104 | $2,347 | $2,347 | |
| 22.25 AIM GROWTH SER INVESCO GROWTH INTL DVRSFD R6 | 2021-12-21 | 2022-06-24 | $364 | $475 | -$111 | -$111 | |
| 223.35 AIM GROWTH SER INVESCO GROWTH INTL DVRSFD R6 | 2021-12-21 | 2022-06-24 | $3,658 | $4,771 | -$1,113 | -$1,113 | |
| 1. ALPHABET INC CAP STK CL A | 2015-01-26 | 2022-02-09 | $2,811 | $536 | $2,275 | $2,275 | |
| 1. ALPHABET INC CAP STK CL A | 2015-01-26 | 2022-03-09 | $2,669 | $536 | $2,133 | $2,133 | |
| 1. ALPHABET INC CAP STK CL A | 2015-01-26 | 2022-03-22 | $2,809 | $536 | $2,273 | $2,273 | |
| 1. ALPHABET INC CAP STK CL A | 2015-01-26 | 2022-05-13 | $2,331 | $536 | $1,795 | $1,795 | |
| 2. ALPHABET INC CAP STK CL A | 2015-01-26 | 2022-05-27 | $4,483 | $1,071 | $3,412 | $3,412 | |
| 25. APPLE INC COM | 2013-03-15 | 2022-02-09 | $4,376 | $393 | $3,983 | $3,983 | |
| 20. APPLE INC COM | 2013-03-15 | 2022-03-09 | $3,259 | $315 | $2,944 | $2,944 | |
| 10. APPLE INC COM | 2013-03-15 | 2022-03-22 | $1,689 | $157 | $1,532 | $1,532 | |
| 20. APPLE INC COM | 2013-03-15 | 2022-05-13 | $2,951 | $315 | $2,636 | $2,636 | |
| 10. APPLE INC COM | 2013-03-15 | 2022-05-26 | $1,435 | $157 | $1,278 | $1,278 | |
| 10. APPLE INC COM | 2013-03-15 | 2022-05-27 | $1,489 | $157 | $1,332 | $1,332 | |
| 30. APPLE INC COM | 2013-03-15 | 2022-06-22 | $4,082 | $472 | $3,610 | $3,610 | |
| 25000. TRUIST FINL CORP -G 3.05%22 | 2019-10-21 | 2022-05-20 | $25,000 | $25,160 | -$160 | -$160 | |
| 504.032 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD | 2019-09-27 | 2022-03-17 | $5,000 | $4,975 | $25 | $25 | |
| 2028.896 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD | 2019-09-27 | 2022-06-24 | $19,782 | $20,025 | -$243 | -$243 | |
| 2.725 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD | 2019-12-20 | 2022-06-24 | $27 | $26 | $1 | $1 | |
| 69.213 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD | 2019-12-20 | 2022-06-24 | $675 | $670 | $5 | $5 | |
| 7.474 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD | 2020-07-17 | 2022-06-24 | $73 | $71 | $2 | $2 | |
| 73.601 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD | 2020-07-17 | 2022-06-24 | $718 | $701 | $17 | $17 | |
| 12.503 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD | 2021-07-15 | 2022-06-24 | $122 | $124 | -$2 | -$2 | |
| 46.831 BLACKROCK LARGE CAP SER FDS IN EVNT DRVN EQ FD | 2021-07-15 | 2022-06-24 | $457 | $465 | -$8 | -$8 | |
| 35. CME GROUP INC COM | 2015-11-05 | 2022-02-09 | $8,761 | $3,349 | $5,412 | $5,412 | |
| 41. CVS/CAREMARK CORP | 2015-11-05 | 2022-01-26 | $4,293 | $4,076 | $217 | $217 | |
| 10. CVS/CAREMARK CORP | 2019-09-27 | 2022-05-26 | $978 | $618 | $360 | $360 | |
| 9. CVS/CAREMARK CORP | 2015-11-05 | 2022-05-26 | $880 | $895 | -$15 | -$15 | |
| 40. CVS/CAREMARK CORP | 2019-09-27 | 2022-06-22 | $3,667 | $2,471 | $1,196 | $1,196 | |
| 100. CHEVRONTEXACO CORP | 2013-07-19 | 2022-01-19 | $12,977 | $12,653 | $324 | $324 | |
| 50. CISCO SYS INC COM | 2013-03-15 | 2022-03-17 | $2,798 | $1,095 | $1,703 | $1,703 | |
| 50. CISCO SYS INC COM | 2013-03-15 | 2022-05-26 | $2,261 | $1,095 | $1,166 | $1,166 | |
| 50. CISCO SYS INC COM | 2013-03-15 | 2022-06-22 | $2,187 | $1,095 | $1,092 | $1,092 | |
| 25. CUMMINS INC COM | 2015-02-25 | 2022-05-27 | $5,200 | $3,556 | $1,644 | $1,644 | |
| 4237.288 DFA INVT DIMENSIONS GROUP INC COMMDTY STRG | 2017-05-22 | 2022-01-19 | $21,271 | $25,000 | -$3,729 | -$3,729 | |
| 258.881 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2017-05-22 | 2022-02-09 | $3,236 | $2,770 | $466 | $466 | |
| 14.739 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2017-12-18 | 2022-02-09 | $184 | $161 | $23 | $23 | |
| .271 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2017-12-18 | 2022-02-09 | $3 | $3 | |||
| 25.471 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2019-12-18 | 2022-02-09 | $318 | $290 | $28 | $28 | |
| .142 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2019-12-18 | 2022-02-09 | $2 | $2 | |||
| 399.68 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2017-05-22 | 2022-03-17 | $5,000 | $4,277 | $723 | $723 | |
| 383.73 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2017-05-22 | 2022-03-29 | $5,000 | $4,106 | $894 | $894 | |
| 429.185 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2017-05-22 | 2022-05-26 | $5,000 | $4,592 | $408 | $408 | |
| 864.973 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2017-05-22 | 2022-06-24 | $9,584 | $9,255 | $329 | $329 | |
| 6.971 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2020-12-17 | 2022-06-24 | $77 | $74 | $3 | $3 | |
| 22.281 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2021-12-16 | 2022-06-24 | $247 | $289 | -$42 | -$42 | |
| .453 DFA INVT DIMENSIONS GROUP INC GBL REAL EST | 2021-12-16 | 2022-06-24 | $5 | $6 | -$1 | -$1 | |
| 10. DISNEY WALT CO COM DISNEY | 2016-10-05 | 2022-03-22 | $1,406 | $928 | $478 | $478 | |
| 50. DISNEY WALT CO COM DISNEY | 2016-10-05 | 2022-06-22 | $4,706 | $4,642 | $64 | $64 | |
| 50. DUKE ENERGY CORP NEW COM NEW | 2011-07-20 | 2022-03-08 | $5,297 | $2,822 | $2,475 | $2,475 | |
| 25. DUKE ENERGY CORP NEW COM NEW | 2011-07-20 | 2022-03-24 | $2,685 | $1,411 | $1,274 | $1,274 | |
| 25. DUKE ENERGY CORP NEW COM NEW | 2011-07-20 | 2022-05-26 | $2,837 | $1,411 | $1,426 | $1,426 | |
| 50. DUKE ENERGY CORP NEW COM NEW | 2011-07-20 | 2022-06-22 | $5,037 | $2,822 | $2,215 | $2,215 | |
| 25. EXXON MOBIL CORP | 2020-06-19 | 2022-05-13 | $2,218 | $1,169 | $1,049 | $1,049 | |
| 25. EXXON MOBIL CORP | 2020-06-19 | 2022-05-26 | $2,417 | $1,169 | $1,248 | $1,248 | |
| 50. EXXON MOBIL CORP | 2020-06-19 | 2022-06-07 | $5,157 | $2,339 | $2,818 | $2,818 | |
| 534.187 FEDERATED HERMES INSTL TR FH INSTL HY INST | 2017-05-22 | 2022-03-17 | $5,000 | $5,385 | -$385 | -$385 | |
| 560.539 FEDERATED HERMES INSTL TR FH INSTL HY INST | 2017-05-22 | 2022-05-26 | $5,000 | $5,650 | -$650 | -$650 | |
| 1385.433 FEDERATED HERMES INSTL TR FH INSTL HY INST | 2017-05-22 | 2022-05-31 | $12,427 | $13,965 | -$1,538 | -$1,538 | |
| 5464.481 FEDERATED TOTAL RETURN SERS IN FH ULTRSHT BD IS | 2014-01-14 | 2022-06-29 | $49,071 | $50,000 | -$929 | -$929 | |
| 100. GLAXOSMITHKLINE PLC | 2015-11-05 | 2022-03-17 | $4,302 | $4,226 | $76 | $76 | |
| 30. GLAXOSMITHKLINE PLC | 2015-11-05 | 2022-05-26 | $1,330 | $1,268 | $62 | $62 | |
| 120. GLAXOSMITHKLINE PLC | 2015-11-05 | 2022-06-22 | $5,044 | $5,071 | -$27 | -$27 | |
| 430.663 GOLDMAN SACHS TR INF PROSEC INS | 2017-05-22 | 2022-03-17 | $5,000 | $4,552 | $448 | $448 | |
| 908.265 GOLDMAN SACHS TR INF PROSEC INS | 2017-05-22 | 2022-05-26 | $10,000 | $9,600 | $400 | $400 | |
| 465.983 GOLDMAN SACHS TR INF PROSEC INS | 2017-05-22 | 2022-06-22 | $5,000 | $4,925 | $75 | $75 | |
| 1506.347 GOLDMAN SACHS TR INF PROSEC INS | 2017-05-22 | 2022-06-29 | $15,576 | $15,922 | -$346 | -$346 | |
| 27.472 GOLDMAN SACHS TR INF PROSEC INS | 2021-12-13 | 2022-06-29 | $284 | $323 | -$39 | -$39 | |
| 82. HP INC COM | 2019-09-27 | 2022-01-07 | $3,161 | $1,523 | $1,638 | $1,638 | |
| 43. HP INC COM | 2019-09-27 | 2022-05-26 | $1,577 | $799 | $778 | $778 | |
| 50. HP INC COM | 2019-09-27 | 2022-05-27 | $1,922 | $929 | $993 | $993 | |
| 75. HP INC COM | 2019-09-27 | 2022-06-22 | $2,534 | $1,393 | $1,141 | $1,141 | |
| 25. ILLINOIS TOOL WORKS INC COM | 2013-03-15 | 2022-02-09 | $5,649 | $1,545 | $4,104 | $4,104 | |
| 100. J.P. MORGAN CHASE & CO | 2015-01-26 | 2022-02-09 | $15,679 | $5,693 | $9,986 | $9,986 | |
| 210. KRAFT HEINZ CO COM | 2018-11-28 | 2022-06-22 | $7,831 | $10,735 | -$2,904 | -$2,904 | |
| 25000. ELI LILLY & CO SR GLBL NT 22 | 2018-06-20 | 2022-05-16 | $25,000 | $25,000 | |||
| 10. MICROSOFT CORP COM | 2013-03-15 | 2022-02-09 | $3,089 | $281 | $2,808 | $2,808 | |
| 5. MICROSOFT CORP COM | 2013-03-15 | 2022-03-22 | $1,518 | $141 | $1,377 | $1,377 | |
| 10. MICROSOFT CORP COM | 2013-03-15 | 2022-05-13 | $2,612 | $281 | $2,331 | $2,331 | |
| 5. MICROSOFT CORP COM | 2013-03-15 | 2022-05-27 | $1,358 | $141 | $1,217 | $1,217 | |
| 20. MICROSOFT CORP COM | 2013-03-15 | 2022-06-22 | $5,107 | $562 | $4,545 | $4,545 | |
| 24. MID-AMER APT CMNTYS INC COM | 2020-09-24 | 2022-06-22 | $4,010 | $2,694 | $1,316 | $1,316 | |
| 50. NEXTERA ENERGY INC COM | 2015-11-05 | 2022-03-17 | $4,125 | $1,278 | $2,847 | $2,847 | |
| 25. NEXTERA ENERGY INC COM | 2015-11-05 | 2022-03-24 | $2,087 | $639 | $1,448 | $1,448 | |
| 25. NEXTERA ENERGY INC COM | 2015-11-05 | 2022-05-26 | $1,878 | $639 | $1,239 | $1,239 | |
| 75. NEXTERA ENERGY INC COM | 2015-11-05 | 2022-06-22 | $5,611 | $1,916 | $3,695 | $3,695 | |
| 25000. ORACLE CORP SR GLBL NT 26 | 2017-06-20 | 2022-06-27 | $22,879 | $24,698 | -$1,819 | -$1,819 | |
| 20. PHILIP MORRIS INTL INC COM | 2013-03-15 | 2022-03-29 | $1,860 | $1,818 | $42 | $42 | |
| 20. PHILIP MORRIS INTL INC COM | 2013-03-15 | 2022-05-13 | $2,082 | $1,818 | $264 | $264 | |
| 10. PHILIP MORRIS INTL INC COM | 2013-07-19 | 2022-05-16 | $1,062 | $889 | $173 | $173 | |
| 10. PHILIP MORRIS INTL INC COM | 2013-03-15 | 2022-05-16 | $1,062 | $909 | $153 | $153 | |
| 40. PHILIP MORRIS INTL INC COM | 2013-07-19 | 2022-06-22 | $3,963 | $3,557 | $406 | $406 | |
| 1103.753 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL | 2017-05-22 | 2022-03-17 | $10,000 | $10,673 | -$673 | -$673 | |
| 1077.844 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL | 2017-05-22 | 2022-05-26 | $9,000 | $10,423 | -$1,423 | -$1,423 | |
| 596.659 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL | 2017-05-22 | 2022-05-27 | $5,000 | $5,770 | -$770 | -$770 | |
| 1017.812 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL | 2017-05-22 | 2022-06-22 | $8,000 | $9,842 | -$1,842 | -$1,842 | |
| 1008.827 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL | 2017-05-22 | 2022-06-24 | $8,000 | $9,755 | -$1,755 | -$1,755 | |
| 1399.862 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL | 2017-05-22 | 2022-06-29 | $10,975 | $13,537 | -$2,562 | -$2,562 | |
| 32.148 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL | 2018-12-12 | 2022-06-29 | $252 | $302 | -$50 | -$50 | |
| 56.418 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL | 2018-12-12 | 2022-06-29 | $442 | $529 | -$87 | -$87 | |
| 34.713 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL | 2021-12-08 | 2022-06-29 | $272 | $338 | -$66 | -$66 | |
| 70.326 PIMCO FDS PAC INVT MGMT SER INTL BD INSTL | 2021-12-08 | 2022-06-29 | $551 | $684 | -$133 | -$133 | |
| 15. PROCTER & GAMBLE CO COM | 2015-03-17 | 2022-03-25 | $2,285 | $1,240 | $1,045 | $1,045 | |
| 15. PROCTER & GAMBLE CO COM | 2015-03-17 | 2022-05-16 | $2,334 | $1,240 | $1,094 | $1,094 | |
| 35. PROCTER & GAMBLE CO COM | 2015-03-17 | 2022-06-22 | $4,863 | $2,893 | $1,970 | $1,970 | |
| 75. PUBLIC SERVICE ENTERPRISE GROUP | 2015-11-05 | 2022-03-17 | $5,089 | $3,062 | $2,027 | $2,027 | |
| 25. PUBLIC SERVICE ENTERPRISE GROUP | 2015-11-05 | 2022-03-24 | $1,680 | $1,021 | $659 | $659 | |
| 25. PUBLIC SERVICE ENTERPRISE GROUP | 2015-11-05 | 2022-05-26 | $1,703 | $1,021 | $682 | $682 | |
| 75. PUBLIC SERVICE ENTERPRISE GROUP | 2015-11-05 | 2022-06-22 | $4,498 | $3,062 | $1,436 | $1,436 | |
| 25000. QUALCOMM INC SR NT 3.45%25 | 2019-10-28 | 2022-06-27 | $24,794 | $25,876 | -$1,082 | -$1,082 | |
| 100. SCHWAB CHARLES CORP COM | 2017-05-22 | 2022-02-09 | $9,469 | $3,852 | $5,617 | $5,617 | |
| 15. SELECT SECTOR SPDR TR SBI MATERIALS | 2020-06-19 | 2022-02-09 | $1,284 | $846 | $438 | $438 | |
| 75. SELECT SECTOR SPDR TR SBI MATERIALS | 2020-06-19 | 2022-05-13 | $6,192 | $4,229 | $1,963 | $1,963 | |
| 10. SELECT SECTOR SPDR TR SBI CONS DISCR | 2020-06-19 | 2022-02-09 | $1,883 | $1,280 | $603 | $603 | |
| 20. SELECT SECTOR SPDR TR SBI CONS DISCR | 2020-06-19 | 2022-03-17 | $3,542 | $2,560 | $982 | $982 | |
| 10. SELECT SECTOR SPDR TR SBI CONS DISCR | 2020-06-19 | 2022-03-22 | $1,846 | $1,280 | $566 | $566 | |
| 10. SELECT SECTOR SPDR TR SBI CONS DISCR | 2020-06-19 | 2022-03-28 | $1,880 | $1,280 | $600 | $600 | |
| 30. SELECT SECTOR SPDR TR SBI CONS DISCR | 2020-06-19 | 2022-05-13 | $4,567 | $3,839 | $728 | $728 | |
| 10. STRYKER CORP COM | 2013-10-24 | 2022-02-09 | $2,595 | $738 | $1,857 | $1,857 | |
| 30. STRYKER CORP COM | 2013-10-24 | 2022-05-13 | $7,008 | $2,215 | $4,793 | $4,793 | |
| 25000. UNITED STATES TREAS BD STRIPP PRIN PMT08/15/27 | 2017-05-31 | 2022-06-27 | $21,081 | $19,896 | $1,185 | $1,185 | |
| 50. VALERO ENERGY CORP COM | 2014-02-21 | 2022-02-09 | $4,430 | $2,528 | $1,902 | $1,902 | |
| 50. VERIZON COMMUNICATIONS | 2013-03-15 | 2022-04-07 | $2,628 | $2,392 | $236 | $236 | |
| 50. VERIZON COMMUNICATIONS | 2013-03-15 | 2022-04-11 | $2,699 | $2,391 | $308 | $308 | |
| 25. VERIZON COMMUNICATIONS | 2013-03-15 | 2022-05-16 | $1,227 | $1,196 | $31 | $31 | |
| 50. VERIZON COMMUNICATIONS | 2013-03-15 | 2022-05-26 | $2,545 | $2,391 | $154 | $154 | |
| 25. VERIZON COMMUNICATIONS | 2013-03-15 | 2022-06-22 | $1,273 | $1,196 | $77 | $77 | |
| 100. VERIZON COMMUNICATIONS | 2013-07-19 | 2022-06-22 | $5,091 | $5,007 | $84 | $84 | |
| 25. WAL MART STORES INC COM | 2013-03-15 | 2022-03-17 | $3,612 | $1,820 | $1,792 | $1,792 | |
| 10. WAL MART STORES INC COM | 2013-03-15 | 2022-03-28 | $1,459 | $728 | $731 | $731 | |
| 15. WAL MART STORES INC COM | 2013-03-15 | 2022-05-27 | $1,918 | $1,092 | $826 | $826 | |
| 50. WAL MART STORES INC COM | 2013-03-15 | 2022-06-22 | $6,049 | $3,639 | $2,410 | $2,410 | |
| 25000. WELLS FARGO BANK NATL ASSN CD 1.9%22 | 2019-10-07 | 2022-06-27 | $24,954 | $25,000 | -$46 | -$46 | |
| 101. WEYERHAEUSER CO | 2020-09-24 | 2022-02-09 | $4,300 | $2,731 | $1,569 | $1,569 | |
| 25. EATON CORP PLC SHS | 2014-05-21 | 2022-02-09 | $3,900 | $1,825 | $2,075 | $2,075 | |
| 28. SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 2022-01-07 | 2022-02-09 | $3,111 | $3,116 | -$5 | -$5 | |
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,492 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,226 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,226 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,887 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,887 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,661 | OverpaymentAmt |
| Applied To ES Tax | $500 | AppliedToESTaxAmt |
| Refund | $3,161 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMERS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307437000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FARMERS TRUST COMPANY | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | CO-TRUSTEE | 1 | $8,677 |
| DANIEL B ROTH | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | CO-TRUSTEE | 1 | $66,503 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $237,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $587,303 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $824,391 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $824,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $812,025 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,601 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,226 | TotalTaxAmt |
| Distributable Before Adj | $39,375 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,375 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,375 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,159,927 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,159,927 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,920 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,920 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,159,927 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,120,552 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,125,472 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,125,472 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $4,920 | ExcessFromYear1Amt |
| Excess From Current Year | $1,120,552 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FARMERS TRUST COMPANY | 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 | 3307437000 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION STATING PURPOSE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RELIGOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN IRS SECTION 501(C)(3) . FURTHER RESTRICTED TO YOUNGSTOWN, OHIO ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLD LEARNING CENTER | ||||||||
| 118 EAST WOOD STREET | YOUNGSTOWN | OH | 44503 | N/A | 501(C)3 | PUBLIC SUPPORT | $200,000 | |
| ALPHA CHI OMEGA FOUNDATION | ||||||||
| 5939 CASTLE CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 462504343 | N/A | 501(C)3 | PUBLIC SUPPORT | $50,000 | |
| OHIO WESLEYAN UNIVERSITY | ||||||||
| 61 S SANDUSKY STREET | DELAWARE | OH | 43015 | N/A | PRIVATE UNIVERSITY | SCHOLARSHIP | $200,000 | |
| YOUNGSTOWN SYMPHONY SOCIETY | ||||||||
| 260 WEST FEDERAL STREET | YOUNGSTOWN | OH | 44503 | N/A | 501(C)3 | PUBLC SUPPORT | $25,000 | |
| BUTLER INSTITUTE OF AMERICAN | ||||||||
| 524 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | 501(C)3 | PUBLIC SUPPORT | $50,000 | ART |
| PROTESTANT FAMILY SERVICES | ||||||||
| 496 GLENWOOD AVENUE SUITE 115 | YOUNGSTOWN | OH | 44502 | N/A | 501(C)3 | PUBLIC SUPPORT | $25,000 | |
| YOUNGSTOWN CITYSCAPE | ||||||||
| 11 FEDERAL PLAZA CENTRAL | YOUNGSTOWN | OH | 44503 | N/A | 501(C)3 | PUBLIC SUPPORT | $200,000 | |
| MAHONING VALLEY COLLEGE ACCESS | ||||||||
| 147 E MARKET STREET | WARREN | OH | 44481 | N/A | 501(C)3 | PUBLIC SUPPORT | $50,000 | PROGRAM |
| STAMBAUGH AUDITORIUM ASSOCIATION | ||||||||
| ONE THOUSAND FIFTH AVENUE | YOUNGSTOWN | OH | 44504 | N/A | 501(C)3 | PUBLIC SUPPORT | $25,000 | |
| YSU FOUNDATION | ||||||||
| 655 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | 501(C)3 | PUBLIC SUPPORT | $270,000 | |
| AMERICAN JUNIOR GOLF FOUNDATION INC | ||||||||
| 1980 SPORTS CLUB DRIVE | BRASELTON | GA | 30517 | NONE | 501(C)3 | PUBLICE SUPPORT | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,135,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,323 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $129,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $142,147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,147 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,730 | Amt |
| Net Investment Income | $433 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,298 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm |
|---|
| 25,000 ORACLE 2.650% 7/15/26 |
| 25,000 LILLY ELI 2.350% 5/15/2 |
| 25,000 WELLS FARGO BK 1.900% 1 |
| 25,000 QUALCOMM INC 3.450% 5/2 |
| 25,000 TRUIST FINL CORP |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm |
|---|
| 150 SHS DUKE ENERGY |
| 60 SHS DISNEY WALT |
| 6 SHS ALPHABET INC CL A |
| 50 SHS VALERO ENERGY CORP N |
| 380 SHS APPLE COMPUTER |
| 100 SHS CHEVRON CORP |
| 150 SHS CISCO SYS INC |
| 25 SHS ILLINIOS TOOL WORKS |
| 210 SHS KRAFT HEINZ |
| 170 SHS MICROSOFT CORP |
| 100 SHS PHILIP MORRIS INTL |
| 40 SHS STRYKER CORP |
| 300 SHS VERIZON COMM |
| 100 SHS WAL MART INC |
| 25 SHS EATON CORP PLC |
| 50 SHS CME GROUP |
| 100 SHS CVS HEALTH CORP |
| 80 SHS CUMMINS INC |
| 250 SHS GLAXOSMITHKLINE PLC |
| 100 SHS JPMORGAN CHASE & CO |
| 175 SHS NEXTERA ENERGY |
| 65 SHS PROCTER & GAMBLE |
| 200 SHS PUBLIC SERVICE ENTER |
| 100 SHS CHARLES SCHWAB CORP |
| 250 SHS HP INC |
| 100 SHS EXXON MOBIL CORP |
| 101 SHS WEYERHAEUSER CO |
| 24 SHS MID AMERICA APARTMEN |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| 5,464.481 FED ULTRASHORT BD FD |
| 4,237.288 DFA COMM STRATEGY PO |
| 2,406.777 DFA GOLBAL REAL ESTA |
| 2,480.159 FED INSTIT HIGH YD B |
| 3,338.000 GOLDMAN SACHS INFLAT |
| 6,293.323 PIMCO INTL BD FD UNH |
| 2,745.275 SHS BLACKROCK EVENT |
| 3,532.369 INVESCO INTRNL DIV F |
| 90.000 SPDR MATERIAL SELECT |
| 80.000 SPDR CONSUMER DISCRE |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION TRANSFERRED $1,135,000 IN CASH TO THE ELEVEN (11) VARIOUS CHARITABLE ENTITIES NAMED IN PART XIV, 3A. THE TERMS OF THE DOCUMENT REQUIRES THE FOUNDATION TO TERMINATE 10 YEARS AFTER THE DEATHS OF HOWARD AND JEAN KARR. WE ANTICIPATE CLOSING OF THE FOUNDATION IN 2023 AFTER ALL TAXES AND FEES ARE PAID. ANY REMAINING FUNDS ARE TO BE DISTRIBUTED TO THE YOUNGSTOWN CITY SCAPE. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $1,750 | LegalFeesAmt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC EXPENSES (NON-CHARITABLE) | $5 | $0 | $0 |
| STATE OF OHIO FILING FEE | $200 | $0 | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $4,012 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $875 | $0 | $0 |
Comments