STILLWAGON FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STILLWAGON FAMILY FOUNDATION (EIN 34-1784044)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-01-14
- IRS object ID
- 202240149349100104
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-14T11:41:59-06:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341784044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STILLWAGON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STIL | BusinessNameControlTxt |
| Phone | 3307584111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8007 E PARKSIDE CT | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J STILLWAGON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3307584111 | PhoneNum |
| Signature | 2022-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | STILLWAGON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES DASCENZO | PreparerPersonNm |
| PTIN | P00045020 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2022-01-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $424,500 | 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 |
| Dividends Rev And Expnss | $9,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,323 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $479,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,323 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,827 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,827 | 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 | $1,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,575 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,707 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,707 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,707 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,961 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,961 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,707 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,536 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,934 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,370 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,370 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $30,077 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $252,983 | CorporateStockBOYAmt |
| Corporate Stock EOY | $235,614 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $289,398 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $26,604 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $131,803 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $132,732 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $314,598 | TotalAssetsBOYAmt |
| Total Assets EOY | $369,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $424,500 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $314,598 | CapitalStockBOYAmt |
| Capital Stock EOY | $369,787 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $314,598 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $369,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $314,598 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $369,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $314,598 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $369,787 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $369,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES | P | 2020-07-14 | 2020-11-03 | $1,984 | $1,399 | $585 | $585 |
| AMGEN INC | P | 2020-04-21 | 2020-11-03 | $1,533 | $1,628 | -$95 | -$95 |
| APPLE INC | P | 2020-04-17 | 2020-11-03 | $440 | $279 | $161 | $161 |
| APPLE INC SR UNS 3250 | P | 2020-04-17 | 2020-11-03 | $1,117 | $1,115 | $2 | $2 |
| CHARTER COMMUNICATIONS INC | P | 2020-01-22 | 2020-11-03 | $1,802 | $1,531 | $271 | $271 |
| CLEARBRIDGE SMALL CAP GWTH I | P | 2020-11-03 | 2021-04-09 | $240 | $203 | $37 | $37 |
| COMM SERV SELECT SECTOR SPDR | P | 2020-01-22 | 2020-11-03 | $12,362 | $11,038 | $1,324 | $1,324 |
| CONS DISCRET SEL SECT SPDR FD | P | 2020-06-02 | 2020-11-03 | $5,004 | $4,331 | $673 | $673 |
| DOLLAR GEN CORP NEW COM | P | 2020-04-14 | 2020-11-03 | $1,725 | $1,410 | $315 | $315 |
| E V INCOME FUND OF BOSTON I | P | 2020-11-03 | 2021-06-04 | $11,246 | $10,832 | $414 | $414 |
| EDGEWOOD GROWTH INSTL | P | 2020-11-03 | 2021-04-09 | $108 | $95 | $13 | $13 |
| ELI LILLY & CO | P | 2020-04-14 | 2020-11-03 | $1,449 | $1,661 | -$212 | -$212 |
| GOLDMAN SACHS GQG INTL OPP I | P | 2020-11-03 | 2021-06-04 | $3,319 | $2,938 | $381 | $381 |
| GQG PARTNERS EMRG MKTS EQ INS | P | 2020-11-03 | 2021-06-04 | $379 | $338 | $41 | $41 |
| HARDING LOEVNER EMERG MKTS ADV | P | 2020-11-03 | 2021-06-04 | $6,324 | $5,129 | $1,195 | $1,195 |
| HARTFORD INTL VALUE I | P | 2020-11-03 | 2021-08-27 | $1,842 | $1,548 | $294 | $294 |
| HEALTH CARE SEL SECT SPDR FD | P | 2020-01-22 | 2020-11-03 | $4,517 | $4,560 | -$43 | -$43 |
| ISHARES GOLD TRUST | P | 2020-04-14 | 2020-11-03 | $3,674 | $3,330 | $344 | $344 |
| ISHARES JP MORGAN EM BOND EFT | P | 2020-04-14 | 2020-11-03 | $1,659 | $1,510 | $149 | $149 |
| ISHARES RUSSELL 1000 GRW ETF | P | 2020-11-03 | 2021-04-09 | $1,444 | $1,283 | $161 | $161 |
| ISHARES RUSSELL 2000 ETF | P | 2020-02-19 | 2020-11-03 | $1,911 | $2,015 | -$104 | -$104 |
| ISHARES RUSSELL MID-CAP ETF | P | 2020-02-19 | 2020-11-03 | $3,958 | $3,703 | $255 | $255 |
| JOHN HANCOCK INTL GROWTH I | P | 2020-11-03 | 2021-06-04 | $2,760 | $2,328 | $432 | $432 |
| JPMORGAN VALUE ADVANTAGE I | P | 2020-11-03 | 2021-04-09 | $24,468 | $18,986 | $5,482 | $5,482 |
| LOWES COMPANIES INC | P | 2020-07-14 | 2020-11-03 | $1,804 | $1,526 | $278 | $278 |
| MFS MID CAP GROWTH I | P | 2020-11-03 | 2021-06-04 | $3,757 | $3,314 | $443 | $443 |
| NEWMONT CORPORATION | P | 2020-08-20 | 2020-11-03 | $1,672 | $1,656 | $16 | $16 |
| NUANCE MID CAP VALUE INSTNL | P | 2020-11-03 | 2021-06-04 | $728 | $623 | $105 | $105 |
| OAKMARK FUND INSTITUTIONAL | P | 2021-04-09 | 2021-08-27 | $7,972 | $7,196 | $776 | $776 |
| OAKMARK INTERNATIONAL ADVISOR | P | 2020-11-03 | 2021-06-04 | $4,831 | $3,922 | $909 | $909 |
| PGIM HIGH YIELD Z | P | 2020-11-03 | 2021-06-04 | $4,476 | $4,295 | $181 | $181 |
| PIMCO LOW DURATION INC 12 | P | 2020-11-03 | 2021-06-04 | $7,173 | $7,050 | $123 | $123 |
| SPDR BBG BARC HIGH YIELD BND | P | 2020-04-14 | 2020-11-03 | $7,531 | $7,354 | $177 | $177 |
| SPDR S&P 500 ETF TRUST | P | 2020-02-28 | 2020-11-03 | $5,381 | $4,540 | $841 | $841 |
| THE TECHNOLOGY SEL SEC SPDR FD | P | 2020-04-21 | 2020-11-03 | $10,075 | $8,345 | $1,730 | $1,730 |
| THERMO FISHER SCIENTFIC | P | 2020-01-22 | 2020-11-03 | $1,971 | $1,362 | $609 | $609 |
| T-MOBILE US INC COM | P | 2020-07-14 | 2020-11-03 | $1,563 | $1,480 | $83 | $83 |
| TRACTOR SUPPLY CO | P | 2020-08-20 | 2020-11-03 | $1,372 | $1,533 | -$161 | -$161 |
| VANGUARD INTERMEDIATE TERM COR | P | 2020-06-02 | 2020-11-03 | $16,508 | $16,461 | $47 | $47 |
| VERTEX PHARMACEUTICALS | P | 2020-07-14 | 2020-11-03 | $1,054 | $1,446 | -$392 | -$392 |
| WASATCH SM CAP VAL FD | P | 2020-11-03 | 2021-06-04 | $2,144 | $1,573 | $571 | $571 |
| WEC ENERGY GROUP INC COM | P | 2020-04-14 | 2020-11-03 | $1,457 | $1,364 | $93 | $93 |
| ZOETIS INC CLASS-A | P | 2020-01-22 | 2020-11-03 | $1,476 | $1,278 | $198 | $198 |
| OAKMARK INTERNATIONAL INST | P | 2020-11-03 | 2021-08-27 | $21,748 | $15,568 | $6,180 | $6,180 |
| PIMCO SHORT TERM 12 | P | 2020-11-03 | 2021-06-04 | $12,018 | $12,063 | -$45 | -$45 |
| AMERICAN TOWER REIT COM | P | 2019-10-22 | 2020-11-03 | $1,414 | $1,358 | $56 | $56 |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2020-11-03 | 2021-04-09 | $6,028 | $4,828 | $1,200 | $1,200 |
| ABBOTT LABORATORIES | P | 2019-02-26 | 2020-11-03 | $2,298 | $1,613 | $685 | $685 |
| APPLE INC | P | 2010-02-18 | 2020-11-03 | $7,478 | $664 | $6,814 | $6,814 |
| APPLE INC SR UNS 3250 | P | 2019-02-14 | 2020-11-03 | $2,233 | $2,011 | $222 | $222 |
| BANK OF AMERICA C 2816 | P | 2019-02-14 | 2020-11-03 | $3,106 | $2,952 | $154 | $154 |
| CISCO SYSTEMS INC 2500 | P | 2019-02-14 | 2020-11-03 | $3,273 | $2,856 | $417 | $417 |
| COSTCO WHOLESALE CORP NEW | P | 2013-01-15 | 2020-11-03 | $1,857 | $559 | $1,298 | $1,298 |
| DANAHER CORPORATION | P | 2019-06-26 | 2020-11-03 | $2,818 | $1,692 | $1,126 | $1,126 |
| GILEAD SCIENCESA 3500 | P | 2019-02-14 | 2020-11-03 | $3,295 | $3,003 | $292 | $292 |
| GOLDMAN SACHS GRP 3850 | P | 2019-02-14 | 2020-11-03 | $3,282 | $3,028 | $254 | $254 |
| HOME DEPOT INC | P | 2017-09-12 | 2020-11-03 | $2,496 | $1,442 | $1,054 | $1,054 |
| HOME DEPOT INC 2125 | P | 2019-02-14 | 2020-11-03 | $3,214 | $2,790 | $424 | $424 |
| INVESCO PREFERRED ETF | P | 2017-01-11 | 2020-11-03 | $2,684 | $2,653 | $31 | $31 |
| ISHARES CORE MSCI EAFE ETF | P | 2019-07-17 | 2020-11-03 | $5,048 | $5,152 | -$104 | -$104 |
| ISHARES CORE MSCI EMERGING | P | 2018-09-20 | 2020-11-03 | $13,614 | $13,058 | $556 | $556 |
| ISHARES IBOXX HY COR BD ETF | P | 2019-02-14 | 2020-11-03 | $8,226 | $8,331 | -$105 | -$105 |
| ISHARES JP MORGAN EM BOND EFT | P | 2018-06-19 | 2020-11-03 | $16,368 | $15,778 | $590 | $590 |
| ISHARES MBS ETF | P | 2019-02-14 | 2020-11-03 | $6,938 | $6,620 | $318 | $318 |
| ISHARES RUSSELL 2000 ETF | P | 2018-01-12 | 2020-11-03 | $8,920 | $8,539 | $381 | $381 |
| ISHARES RUSSELL MID-CAP ETF | P | 2016-12-15 | 2020-11-03 | $25,848 | $23,478 | $2,370 | $2,370 |
| ISHARES RUSSELL MIDCAP G ETF | P | 2018-12-07 | 2020-11-03 | $15,873 | $10,753 | $5,120 | $5,120 |
| JPMORGAN CHASE 2950 | P | 2019-02-14 | 2020-11-03 | $3,302 | $2,874 | $428 | $428 |
| MICROSOFT CORP | P | 2013-05-06 | 2020-11-03 | $6,585 | $1,082 | $5,503 | $5,503 |
| NEXTERA ENERGY INC | P | 2019-10-22 | 2020-11-03 | $2,125 | $1,659 | $466 | $466 |
| NIKE INC B | P | 2019-02-26 | 2020-11-03 | $2,116 | $1,458 | $658 | $658 |
| ORACLE CORP 3250 | P | 2019-02-14 | 2020-11-03 | $3,375 | $2,962 | $413 | $413 |
| PROCTER & GAMBLE | P | 2019-10-22 | 2020-11-03 | $2,686 | $2,335 | $351 | $351 |
| PROGRESSIVE CORP OHIO | P | 2019-06-26 | 2020-11-03 | $1,812 | $1,509 | $303 | $303 |
| S&P GLOBAL INC COM | P | 2019-04-09 | 2020-11-03 | $2,347 | $1,502 | $845 | $845 |
| SPDR BBG BARC HIGH YIELD BND | P | 2019-07-17 | 2020-11-03 | $7,844 | $8,121 | -$277 | -$277 |
| SPDR S&P 500 ETF TRUST | P | 2018-10-26 | 2020-11-03 | $10,089 | $8,685 | $1,404 | $1,404 |
| US TSY BOND 2875 | P | 2019-02-14 | 2020-11-03 | $3,840 | $2,930 | $910 | $910 |
| US TSY NOTE 1750 | P | 2019-02-14 | 2020-11-03 | $3,052 | $2,941 | $111 | $111 |
| US TSY NOTE 2000 21FB28 | P | 2019-02-14 | 2020-11-03 | $3,019 | $2,970 | $49 | $49 |
| US TSY NOTE 2000 23FB15 | P | 2019-02-14 | 2020-11-03 | $5,207 | $4,908 | $299 | $299 |
| US TSY NOTE 2250 | P | 2019-02-14 | 2020-11-03 | $9,831 | $8,826 | $1,005 | $1,005 |
| US TSY NOTE TIIN 0375 | P | 2019-02-14 | 2020-11-03 | $8,271 | $7,293 | $978 | $978 |
| VANGUARD FTSE DEVELOPED MKTS E | P | 2016-02-19 | 2020-11-03 | $6,052 | $5,473 | $579 | $579 |
| VANGUARD FTSE EMERGING MARKETS | P | 2016-12-15 | 2020-11-03 | $7,637 | $6,418 | $1,219 | $1,219 |
| VANGUARD LONG TERM BND | P | 2019-04-09 | 2020-11-03 | $9,766 | $8,469 | $1,297 | $1,297 |
| VANGUARD SHORT-TERM CORPORATE | P | 2019-02-14 | 2020-11-03 | $2,810 | $2,680 | $130 | $130 |
| VANGUARD TOTAL BOND MARKET | P | 2016-08-17 | 2020-11-03 | $12,164 | $11,508 | $656 | $656 |
| VERIZON COMMUNIC 3500 | P | 2019-02-14 | 2020-11-03 | $3,299 | $3,043 | $256 | $256 |
| ISHARES RUSSELL 2000 GRWTH ETF | P | 2018-10-26 | 2020-11-03 | $4,403 | $3,653 | $750 | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,323 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,002 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,002 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,002 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $1,009 | TaxDueAmt |
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 | DAVID J STILLWAGON | IndividualWithBooksNm |
| Phone | 3307584111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8007 E PARKSIDE CT | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 445125346 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID J STILLWAGON | ||||||||
| 8007 E PARKSIDE CT | YOUNGSTOWN | OH | 44512 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NANCY CARSTENSEN | ||||||||
| 1465 LAKE ROGER DR | KENT | OH | 44240 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAUL K STILLWAGON | ||||||||
| 119 HAWTHORNE DR | WINCHESTER | VA | 22601 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | NONE | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | NONE | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $389,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $392,813 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $392,813 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,892 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $386,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,346 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,346 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,002 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,002 | TotalTaxAmt |
| Distributable Before Adj | $18,344 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,344 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,344 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,536 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,536 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,536 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,344 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,916 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,536 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,916 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,620 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,724 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FREMONT STREET NURSERY | |||||||
| 533 FREMONT STREET | WINCHESTER | VA | 22601 | N/A | PC | GENERAL | $700 |
| HENRY & WILLIAM EVANS HOME FOR CHILDREN | |||||||
| 330 E LEICESTER ST | WINCHESTER | VA | 22601 | N/A | PC | GENERAL | $700 |
| LAKE ERIE COLLEGE | |||||||
| 391 WEST WASHINGTON STREET | PAINESVILLE | OH | 44077 | N/A | PC | GENERAL | $3,000 |
| MUSEUM OF THE SHENANDOAH VALLEY | |||||||
| 901 AMHERST ST | WINCHESTER | VA | 22601 | N/A | PC | GENERAL | $700 |
| HIGHLAND FOOD PANTRY | |||||||
| 446 HIGHLAND AVE | WINCHESTER | VA | 22601 | N/A | PC | GENERAL | $510 |
| YORK SYMPHONY ORCHESTRA | |||||||
| 50 N GEORGE STREET | YORK | PA | 17401 | N/A | PC | GENERAL | $4,364 |
| YOUNGSTOWN FOUNDATION | |||||||
| 100 E FEDERAL STREET | YOUNGSTOWN | OH | 44503 | N/A | PC | GENERAL | $4,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,961 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $9,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $66,323 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,827 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,827 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | THE INCOME PRODUCED FROM THE ACTIVITIES LISTED ENABLED THE ORGANIZATION TO CONTINUE TO PROVIDE CHARITABLE CONTRIBUTIONS TO WORTHY ORGANIZATIONS AS NEEDED. | RelationshipStatementTxt |
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 | $1,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $131,803 | EOYBookValueAmt |
| EOYFMV | $132,732 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $235,614 | EOYBookValueAmt |
| EOYFMV | $289,398 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $3,707 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,707 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $395 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments