WILLIAM W EWING CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM W EWING CHARITABLE TRUST (EIN 25-6580784)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202541279349101564
- Schema version
- 2024v5.1
- 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 Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T21:01:25-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT ST 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256580784 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM M EWING CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EWIN | BusinessNameControlTxt |
| Phone | 3307427484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3307427484 | PhoneNum |
| Signature | 2025-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2025-04-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $531,631 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,031 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,099 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $46,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,130 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,314 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,657 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,657 | 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 Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $913 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $97 | TaxesNetInvstIncmAmt |
| 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 |
| Tot Opr Expenses Rev And Expnss | $9,477 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,754 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,907 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,754 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,376 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,964 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,151 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,151 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $384,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $376,464 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $494,480 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $402,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $413,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $531,631 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $402,445 | CapitalStockBOYAmt |
| Capital Stock EOY | $413,615 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $402,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $413,615 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $413,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $402,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $204 | OtherIncreasesAmt |
| Subtotal | $413,802 | SubtotalAmt |
| Other Decreases | $187 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $413,615 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6. SYNOPSYS INC W/1 RT/SH | 2023-07-10 | 2024-04-29 | $3,276 | $2,669 | $607 | $607 | |
| .62 EXXON MOBIL CORP COM | 2022-08-26 | 2024-06-06 | $73 | $68 | $5 | $5 | |
| 6. ANTHEM INC | 2023-07-10 | 2024-07-16 | $3,290 | $2,596 | $694 | $694 | |
| 1. BOOKING HLDGS INC | 2022-08-26 | 2024-07-16 | $4,129 | $1,932 | $2,197 | $2,197 | |
| 30. COMCAST CORP NEW | 2023-07-10 | 2024-07-16 | $1,180 | $1,264 | -$84 | -$84 | |
| 10. DIAGEO PLC SPONSORED ADR | 2023-07-10 | 2024-07-16 | $1,286 | $1,696 | -$410 | -$410 | |
| 14. DOLLAR GEN CORP NEW | 2022-08-26 | 2024-07-16 | $1,782 | $2,720 | -$938 | -$938 | |
| 6. GE VERNOVA INC. | 2023-07-10 | 2024-07-16 | $1,085 | $547 | $538 | $538 | |
| 35. NEXTERA ENERGY, INC | 2015-08-07 | 2024-07-16 | $2,496 | $930 | $1,566 | $1,566 | |
| 48. NIKE INC CL B | 2011-01-05 | 2024-07-16 | $3,456 | $999 | $2,457 | $2,457 | |
| 3. NORTHROP GRUMMAN CORP W/1 RT/SH | 2022-08-26 | 2024-07-16 | $1,304 | $1,467 | -$163 | -$163 | |
| 19. PEPSICO INC | 2011-01-05 | 2024-07-16 | $3,109 | $1,246 | $1,863 | $1,863 | |
| 7. VERTEX PHARMACEUTICAL INC | 2023-07-10 | 2024-07-16 | $3,459 | $2,419 | $1,040 | $1,040 | |
| 10. ADOBE SYS INC W/1 RT/SH | 2023-07-10 | 2024-07-30 | $5,397 | $4,939 | $458 | $458 | |
| 20. AMERICAN EXPRESS COMPANY | 2011-01-05 | 2024-07-30 | $5,008 | $948 | $4,060 | $4,060 | |
| 219.59 FIRST EAGLE FDS | 2022-08-26 | 2024-07-30 | $5,861 | $5,079 | $782 | $782 | |
| 90. ISHARES S & P SMALLCAP 600 | 2022-08-26 | 2024-07-30 | $10,585 | $9,115 | $1,470 | $1,470 | |
| 22. JOHNSON & JOHNSON CO | 2016-03-22 | 2024-07-30 | $3,499 | $2,668 | $831 | $831 | |
| 1619.87 LORD ABBETT INVT TR | 2019-05-17 | 2024-07-30 | $6,253 | $6,787 | -$534 | -$534 | |
| 12. MCDONALDS CORP | 2022-08-26 | 2024-07-30 | $3,144 | $3,362 | -$218 | -$218 | |
| 6. PARKER HANNIFIN CORP | 2023-07-10 | 2024-07-30 | $3,310 | $2,342 | $968 | $968 | |
| 8. SALESFORCE.COM INC | 2023-07-10 | 2024-07-30 | $2,071 | $1,694 | $377 | $377 | |
| 14. STARBUCKS CORP | 2023-07-10 | 2024-07-30 | $1,049 | $1,392 | -$343 | -$343 | |
| 35. TEXAS INSTRUMENTS INC. | 2013-12-04 | 2024-07-30 | $7,116 | $1,495 | $5,621 | $5,621 | |
| 11. UNITEDHEALTH GROUP INC | 2015-03-23 | 2024-07-30 | $6,235 | $1,317 | $4,918 | $4,918 | |
| 187.74 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES | 2022-08-26 | 2024-07-30 | $4,350 | $4,842 | -$492 | -$492 | |
| 8. VICTORY PORTFOLIOS | 2022-08-26 | 2024-07-30 | $406 | $378 | $28 | $28 | |
| 453.72 WASATCH FDS TR | 2022-08-26 | 2024-07-30 | $7,509 | $7,083 | $426 | $426 | |
| 100. CHIPOTLE MEXICAN GRILL INC CLASS A | 2021-03-12 | 2024-08-20 | $5,264 | $2,907 | $2,357 | $2,357 | |
| 127.4 FEDERATED HERMES INSTL TR | 2020-06-22 | 2024-08-20 | $1,134 | $1,203 | -$69 | -$69 | |
| 106.61 FEDERATED TOTAL RETURN SERS INC | 2013-04-24 | 2024-08-20 | $1,030 | $1,216 | -$186 | -$186 | |
| 109.83 GUGGENHEIM FDS TR | 2019-12-13 | 2024-08-20 | $2,683 | $2,702 | -$19 | -$19 | |
| 2535.33 LORD ABBETT INVT TR | 2019-05-17 | 2024-08-20 | $9,837 | $10,656 | -$819 | -$819 | |
| 558.12 METROPOLITAN WEST FDS | 2020-06-22 | 2024-08-20 | $5,821 | $6,547 | -$726 | -$726 | |
| 18. TESLA INC | 2021-03-12 | 2024-08-20 | $4,077 | $4,133 | -$56 | -$56 | |
| 27.56 VANGUARD INFLATION PROTECTED SECURITIES FUND - ADMIRAL SHARES | 2022-08-26 | 2024-08-20 | $647 | $711 | -$64 | -$64 | |
| 134. AES CORP | 2024-07-30 | 2024-12-10 | $1,800 | $2,373 | -$573 | -$573 | |
| 4. APPLE COMPUTER | 2013-12-04 | 2024-12-10 | $986 | $81 | $905 | $905 | |
| 19. APPLIED MATERIALS INC | 2024-07-30 | 2024-12-10 | $3,267 | $3,966 | -$699 | -$699 | |
| 5. CONSTELLATION BRANDS INC CL A | 2022-08-26 | 2024-12-10 | $1,214 | $1,271 | -$57 | -$57 | |
| 950.98 FEDERATED HERMES INSTL TR | 2020-06-22 | 2024-12-10 | $8,530 | $8,809 | -$279 | -$279 | |
| 9. NVIDIA CORP | 2021-03-12 | 2024-12-10 | $1,255 | $115 | $1,140 | $1,140 | |
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,334 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,099 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $589 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $589 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $578 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $578 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307427484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,314 | CompensationAmt |
| 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 | $499,396 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $523,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $523,314 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $515,464 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,773 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,773 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $589 | TotalTaxAmt |
| Distributable Before Adj | $25,184 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,184 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,184 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,407 | 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 | $30,407 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,184 | 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 | $3,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,407 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,184 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,223 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,373 | 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 | $8,373 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $3,150 | ExcessFromYear1Amt |
| Excess From Current Year | $5,223 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MINNESOTA MORRIS | |||||||
| 600 EAST 4TH STREET | MORRIS | MN | 56267 | NONE | I | SCHOLARSHIPS | $2,000 |
| BLACK HILLS STATE UNIVERSITY | |||||||
| 1200 UNIVERSITY ST | SPEARFISH | SD | 577999500 | NONE | I | SCHOLARSHIPS | $1,750 |
| CHADRON STATE COLLEGE | |||||||
| 1000 MAIN ST | CHADRON | NE | 69337 | NONE | I | SCHOLARSHIPS | $2,000 |
| COLLEGE OF WOOSTER | |||||||
| 1101 N BEVER STREET | WOOSTER | OH | 446910000 | NONE | I | SCHOLARSHIPS | $5,000 |
| RED CLOUD INDIAN SCHOOL INC | |||||||
| C/O JANE FARRELL LEGAL COUNSEL | PINE RIDGE | SD | 577709710 | NONE | I | SCHOLARSHIPS | $11,750 |
| SOUTH DAKOTA STATE UNIVERSITY | |||||||
| 1451 STADIUM RD | BROOKINGS | SD | 57007 | NONE | I | SCHOLARSHIPS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,500 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,031 | 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 | $31,099 | 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 | $46,130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,130 | 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 | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (84 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40168W483 GUGGENHEIM FDS TR | $21,259 | $21,099 |
| 46625H100 JPMORGAN CHASE & CO | $3,009 | $7,191 |
| H1467J104 CHUBB LTD | $1,047 | $4,421 |
| 02079K305 ALPHABET INC | $2,957 | $10,033 |
| 22160K105 COSTCO WHOLESALE COR | $1,455 | $5,498 |
| 773903109 ROCKWELL AUTOMATION | $2,995 | $2,572 |
| G1151C101 ACCENTURE PLC-CL A | $3,248 | $4,925 |
| 032654105 ANALOG DEVICES INC | $802 | $4,249 |
| 713448108 PEPSICO INC | ||
| 72201F623 PIMCO FDS | $3,145 | $1,854 |
| 91324P102 UNITEDHEALTH GROUP I | ||
| 55261F104 M & T BK CORP | $4,776 | $4,700 |
| 65339F101 NEXTERA ENERGY INC | ||
| 882508104 TEXAS INSTRS INC | $1,520 | $6,563 |
| 037833100 APPLE INC | $1,918 | $23,790 |
| 91913Y100 VALERO ENERGY CORP N | $2,434 | $3,923 |
| 92826C839 VISA INC | $3,751 | $8,533 |
| 31420B847 FEDERATED HERMES INS | ||
| 31428Q739 FEDERATED TOTAL RETU | $53,906 | $46,984 |
| 025816109 AMERICAN EXPRESS CO | ||
| 337738108 FISERV INC | $1,871 | $5,341 |
| 478160104 JOHNSON & JOHNSON | ||
| 79466L302 SALESFORCE.COM INC | ||
| 883556102 THERMO FISHER SCIENT | $4,237 | $9,884 |
| 543916688 LORD ABBETT INVT TR | $22,480 | $20,563 |
| 592905749 METROPOLITAN WEST FD | $8,094 | $7,642 |
| 023135106 AMAZON COM INC | $4,110 | $8,337 |
| 594918104 MICROSOFT CORP | $3,801 | $21,497 |
| 654106103 NIKE INC | ||
| 701094104 PARKER-HANNIFIN CORP | ||
| 169656105 CHIPOTLE MEXICAN GRI | ||
| 552982720 MFS SER TR XIII | $10,237 | $9,057 |
| 67066G104 NVIDIA CORP | $2,066 | $21,621 |
| 88160R101 TESLA INC | ||
| 742718109 PROCTER & GAMBLE CO | $3,568 | $4,191 |
| 09857L108 BOOKING HLDGS INC | ||
| 532457108 LILLY ELI & CO | $4,437 | $8,492 |
| 543487136 LOOMIS SAYLES FDS II | $49,296 | $47,897 |
| 580135101 MCDONALDS CORP | ||
| 26875P101 EOG RES INC | $2,294 | $2,329 |
| 025537101 AMERICAN ELEC PWR CO | $4,281 | $4,427 |
| 81762P102 SERVICENOW INC | $1,906 | $4,240 |
| 464287804 ISHARES TR | ||
| 666807102 NORTHROP GRUMMAN COR | ||
| 21036P108 CONSTELLATION BRANDS | ||
| 723787107 PIONEER NAT RES CO | ||
| 922031737 VANGUARD FIXED INCOM | $4,716 | $4,118 |
| 539830109 LOCKHEED MARTIN CORP | $2,226 | $2,430 |
| 256677105 DOLLAR GEN CORP NEW | ||
| 92646A831 VICTORY PORTFOLIOS | $18,861 | $18,247 |
| 936793744 WASATCH FDS TR | ||
| 32008F200 FIRST EAGLE FDS | $26,072 | $27,111 |
| 00724F101 ADOBE SYS INC | ||
| 036752103 ANTHEM INC | ||
| 049560105 ATMOS ENERGY CORP | $1,645 | $1,950 |
| 101137107 BOSTON SCIENTIFIC CO | $3,414 | $5,806 |
| 20030N101 COMCAST CORP NEW | ||
| 25243Q205 DIAGEO PLC | ||
| 291011104 EMERSON ELEC CO | $2,324 | $3,222 |
| 30231G102 EXXON MOBIL CORP | $2,578 | $2,582 |
| 30303M102 FACEBOOK INC CL-A | $4,543 | $8,197 |
| 369604301 GENERAL ELEC CO | $2,605 | $4,503 |
| 46120E602 INTUITIVE SURGICAL I | $3,387 | $5,220 |
| 64110L106 NETFLIX INC | $2,205 | $4,457 |
| 855244109 STARBUCKS CORP | ||
| 871607107 SYNOPSYS INC | ||
| 872590104 T-MOBILE US INC | $2,079 | $3,090 |
| 92532F100 VERTEX PHARMACEUTICA | ||
| 931142103 WAL MART STORES INC | $2,276 | $3,524 |
| 04314H568 ARTISAN PARTNERS FDS | $8,665 | $8,571 |
| 084670702 BERKSHIRE HATHAWAY C | $2,243 | $2,266 |
| 11135F101 BROADCOM INC | $1,988 | $3,014 |
| 230001752 CULLEN EMERGING MARK | $16,692 | $16,354 |
| 262028731 DRIEHAUS SMALL CAP G | $9,638 | $10,328 |
| 285512109 ELECTRONIC ARTS INC | $4,191 | $4,096 |
| 67103H107 O'REILLY AUTOMOTIVE | $3,374 | $3,557 |
| 68389X105 ORACLE CORP | $2,491 | $3,000 |
| 747525103 QUALCOMM INC | $2,085 | $1,843 |
| 75513E101 RTX CORP | $3,705 | $3,703 |
| 824348106 SHERWIN WILLIAMS CO | $2,130 | $2,040 |
| 863667101 STRYKER CORP | $3,041 | $3,240 |
| 872540109 TJX COS INC NEW | $1,017 | $1,087 |
| 92343V104 VERIZON COMMUNICATIO | $3,343 | $3,279 |
| 98978V103 ZOETIS INC | $2,030 | $1,792 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROC ON CY SALES | Desc |
| Amt | $187 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $203 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $44 | $44 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $238 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $578 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $53 | $53 | $0 |
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