JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION (EIN 31-6567000)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202341359349100319
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T07:39:31-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-05 | 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 | PreparerPersonNm |
| PTIN | P00443330 | PTIN |
| Phone | 3305339777 | PhoneNum |
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 | 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 | $6,478,189 | 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 | $2,068 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,068 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $264,939 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,732,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $264,939 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $426,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $426,314 | 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 | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,276 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,276 | 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 | $94,601 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,601 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $524,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $524,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,601 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $524,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$192,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $331,713 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,716 | CashBOYAmt |
| Cash EOY | $120,922 | CashEOYAmt |
| Cash EOYFMV | $120,922 | CashEOYFMVAmt |
| US Government Obligations BOY | $672,352 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $697,328 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $697,328 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,726,582 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,172,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,172,783 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $941,205 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $758,663 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $758,663 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,639,398 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,728,493 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,728,493 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,122,253 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,478,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,478,189 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $8,122,253 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,478,189 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,122,253 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,478,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,122,253 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,478,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,122,253 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$192,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,929,966 | SubtotalAmt |
| Other Decreases | $1,451,777 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,478,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PROTECTED TRADED SECURITIES | P | 2022-01-01 | 2022-12-31 | $1,718,050 | $1,467,335 | $250,715 | $250,715 |
| CAPITAL GAINS DIVIDENDS | P | $14,224 | $14,224 | $14,224 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $264,939 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,611 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,611 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,611 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,600 | 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 | $8,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,989 | OverpaymentAmt |
| Applied To ES Tax | $3,989 | 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 | $6,798,300 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,626 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,060,926 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,060,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,955,012 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $347,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $347,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,611 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,611 | TotalTaxAmt |
| Distributable Before Adj | $343,140 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $343,140 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $343,140 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $524,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $524,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $343,140 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $189,373 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $144,166 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $208,431 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $224,411 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $242,219 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,008,600 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $524,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $343,140 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $180,860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,189,460 | 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 | $189,373 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,000,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $144,166 | ExcessFromYear4Amt |
| Excess From Year3 | $208,431 | ExcessFromYear3Amt |
| Excess From Year2 | $224,411 | ExcessFromYear2Amt |
| Excess From Year1 | $242,219 | ExcessFromYear1Amt |
| Excess From Current Year | $180,860 | 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 (27 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 |
| BEATITUDE HOUSE | |||||||
| 238 TOD LANE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | CHARITABLE | $30,000 |
| CANFIELD SCHOOLS | |||||||
| 100 WADSWORTH ST | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | CHARITABLE | $6,000 |
| COMPASS FAMILY & COMMUNITY SERVICES | |||||||
| 535 MARMION AVE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | CHARITABLE | $10,000 |
| FRIENDS OF FELLOWS RIVERSIDE GARDENS | |||||||
| 123 MCKINLEY AVE | YOUNGSTOWN | OH | 44509 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| GREATER YOUNGSTOWN ITALIAN FEST | |||||||
| 23 FEDERAL PLAZA E | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| HELP NETWORK OF NORTHEAST OHIO | |||||||
| 261 E WOOD ST | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 |
| JUNIOR ACHIEVEMENT OF MAHONING VALLEY | |||||||
| 1601 MOTOR INN DR 305 | GIRARD | OH | 44420 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| 800 E SUMMIT ST | KENT | OH | 44240 | N/A | PUBLIC CHARITY | CHARITABLE | $116,000 |
| 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 |
| THE RICH CENTER FOR AUTISM | |||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| 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 |
| AMERICAN LEGION POST 177 | |||||||
| PO BOX 53 | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | CHARITABLE | $20,000 |
| DOROTHY DAY HOUSE | |||||||
| 620 BELMONT AVE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CANFIELD ROTORY CLUB | |||||||
| PO BOX 706 | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | CHARITABLE | $12,500 |
| COMMUNITY FOUNDATION OF MAHONING VALLEY | |||||||
| 201 E COMMERCE ST 150 | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 |
| EASTER SEALS OF MAHONING TRUMBULL AND COLUMBIANA COUNTIES | |||||||
| 299 EDWARDS ST | 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 |
| LIT YOUNGSTOWN | |||||||
| 323 WICK AVE SUITE 6 | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 |
| SALEM COMMUNITY PANTRY INC | |||||||
| 794 E 3RD ST | SALEM | OH | 44460 | N/A | PUBLIC CHARITY | CHARITABLE | $6,000 |
| SALEM ITALIAN AMERICAN EDUCATIONAL FUND | |||||||
| PO BOX 1060 | SALEM | OH | 44460 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| THE WALNUT GROVE | |||||||
| 8800 COLUMBIANA-CANFIELD RD | CANFIELD | OH | 44406 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 |
| YOUNGSTOWN AREA JEWISH FEDERATION | |||||||
| 505 GYPSY LN | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | CHARITABLE | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $524,000 | 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 | $2,068 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,307 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $264,939 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $426,314 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $426,314 | 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 | $8,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100,000 SHS BERKSHIRE HATHAWAY FINANCE CORP 3.000% | $99,797 | $99,797 |
| 100,000 PHILIP MORRIS INTL INC | $96,557 | $96,557 |
| 50,000 ORACLE CORP | $46,012 | $46,012 |
| 100,000 DUKE ENERGY OHIO INC | $93,086 | $93,086 |
| 100,000 PFIZER INC | $94,228 | $94,228 |
| 100,000 APPLE INC | $99,725 | $99,725 |
| 50,000 CHEVRON CORPORATION | $47,498 | $47,498 |
| 50,000 EXXON MOBIL CORP | $46,353 | $46,353 |
| 50,000 TARGET CORP | $46,408 | $46,408 |
| 100,000 AIR PRODUCTS AND CHEMICALS INC. | $88,999 | $88,999 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 530 SHS MICROSOFT CORPORATION | $127,105 | $127,105 |
| 794 APPLE INC | $103,164 | $103,164 |
| 640 JOHNSON & JOHNSON | $113,056 | $113,056 |
| 361 PEPSICO INC | $65,218 | $65,218 |
| 1790 CISCO SYS INC | $85,276 | $85,276 |
| 646 NEXTERA ENERGY INC | $54,006 | $54,006 |
| 351 VISA INC | $63,367 | $63,367 |
| 678 WALMART INC | $96,134 | $96,134 |
| 1050 ALPHABET INC CL A | $92,642 | $92,642 |
| 2226 AT&T INC | $40,981 | $40,981 |
| 107 AIR PRODUCTS & CHEMICALS | $32,984 | $32,984 |
| 1095 CVS HEALTH CORP | $102,043 | $102,043 |
| 1339 TJX COMPANIES INC | $106,584 | $106,584 |
| 129 ADOBE SYSTEMS INC | $43,412 | $43,412 |
| 155 ILLUMINA INC | $31,341 | $31,341 |
| 1098 JOHNSON CTLS INTL PLC | $70,272 | $70,272 |
| 443 MID-AMERICA APARTMENT COMMUNITIES INC | $69,547 | $69,547 |
| 1924 PFIZER INC | $98,586 | $98,586 |
| 1245 VERIZON COMMUNICATIONS | $49,053 | $49,053 |
| 1499 ESSENTIAL UTILITIES INC | $71,547 | $71,547 |
| 108 LAM RESEARCH CORP | $45,392 | $45,392 |
| 955 TYSON FOODS INC | $59,449 | $59,449 |
| 355 UNITED PARCEL SERVICE CL B | $61,713 | $61,713 |
| 276 STRYKER CORP | $67,479 | $67,479 |
| 581 CBOE GLOBAL MARKETS INC | $72,898 | $72,898 |
| 3723 KINDER MORGAN INC | $67,312 | $67,312 |
| 198 LOCKHEED MARTIN CORP | $96,325 | $96,325 |
| 97 SERVICENOW INC | $37,662 | $37,662 |
| 498 TE CONNECTIVITY LTD | $57,170 | $57,170 |
| 1486 FREEPORT-MCMORAN INC | $56,468 | $56,468 |
| 38 AUTOZONE INC. | $93,715 | $93,715 |
| 636 D R HORTON INC | $56,693 | $56,693 |
| 841 GENERAL MILLS INC. | $70,518 | $70,518 |
| 765 EQT CORP | $25,880 | $25,880 |
| 1604 SCHLUMBERGER LTD | $85,750 | $85,750 |
| 271 BERKSHIRE HATHWAY INC | $83,712 | $83,712 |
| 1278 CITIGROUP INC. | $57,804 | $57,804 |
| 171 CME GROUP INC | $28,755 | $28,755 |
| 340 JPMORGAN CHASE & CO. | $45,594 | $45,594 |
| 83 UNITEDHEALTH GROUP INC. | $44,005 | $44,005 |
| 318 EMERSON ELEC CO. | $30,547 | $30,547 |
| 1229 INTEL CORP | $32,482 | $32,482 |
| 445 INTERNATIONAL BUSINESS MACHS | $62,696 | $62,696 |
| 774 NEWMONT CORP | $36,533 | $36,533 |
| 604 VENTAS INC. | $27,210 | $27,210 |
| 681 DUKE ENERGY CORP | $70,136 | $70,136 |
| 109 CHUBB LIMITED COM | $24,045 | $24,045 |
| 617 SELECT SECTOR SPDR | $79,692 | $79,692 |
| 444 SPDR SER TR S&P | $36,852 | $36,852 |
| 309 SELECT SECTOR SPDR HEALTHCARE | $41,978 | $41,978 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $697,328 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $697,328 | 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 |
|---|---|---|---|
| 16152.598 PIMCO FOREIGN BOND FUND (UNHEDGED) INSTL | FMV | $121,952 | $121,952 |
| 19721.456 DFA GLOBAL REAL ESTATE SECURITIES | FMV | $191,495 | $191,495 |
| 21035.248 GOLDMAN SACHS INFLATION PROTECTED SECURITIES INSTL CLASS | FMV | $202,990 | $202,990 |
| 32459.486 BLACKROCK EVENT DRIVEN EQUITY FUND INSTL | FMV | $313,883 | $313,883 |
| 14433.702 BLACKROCK ISHARES MSCI EAFE INTERNATIONAL INDEX FUND INSTL CLASS | FMV | $191,247 | $191,247 |
| 15321.362 PRINCIPAL SPECTRUM PREFERRED AND CAPITAL SECURITIES INCOME FUND I | FMV | $134,065 | $134,065 |
| 5107.665 MFS MID CAP GROWTH FUND CLASS I | FMV | $121,511 | $121,511 |
| 8841.479 DFA INVESTMENTS DIMMENSIONS EMERGING MARKETS | FMV | $178,067 | $178,067 |
| 16452.903 GOLDMAN SACHS TR 2 GQG | FMV | $273,283 | $273,283 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON INVESTMENTS | Desc |
| Amt | $1,451,777 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $200 | $200 | $0 |
| COMMITTEE EXPENSE | $10,000 | $10,000 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $62,125 | Amt |
| Net Investment Income | $62,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $14,276 | Amt |
| Net Investment Income | $14,276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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