HOWARD AND JEANNE KARR CHARITABLE FOUNDATION: Form 990PF, tax year 2020
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- Organization
- HOWARD AND JEANNE KARR CHARITABLE FOUNDATION (EIN 45-6911990)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202111279349101501
- Schema version
- 2020v4.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T10:00:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456911990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD & JEANNE KARR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARR | BusinessNameControlTxt |
| Phone | 3307437000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FARMERS TRUST CO TTEE | PersonNm |
| Person Title | VP & TX OFFICER | PersonTitleTxt |
| Phone | 3307437000 | PhoneNum |
| Signature | 2021-05-07 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $1,259,064 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $328 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $328 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,601 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,601 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$21,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,929 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,287 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,101 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,186 | 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 | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | 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 |
| Other Expenses Rev And Expnss | $209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,661 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$75,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,359 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $81,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $148,797 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $148,797 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $44,896 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,896 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,097 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $372,410 | CorporateStockBOYAmt |
| Corporate Stock EOY | $309,740 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $577,033 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $201,025 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $150,873 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $157,884 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $315,745 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $310,822 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $351,253 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,015,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $940,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,259,064 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,015,388 | CapitalStockBOYAmt |
| Capital Stock EOY | $940,128 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,015,388 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $940,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,015,388 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $940,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,015,388 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$75,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $940,130 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $940,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30. APPLE INC | 2013-03-15 | 2020-06-19 | $10,394 | $1,888 | $8,506 | $8,506 | |
| 25000. CHEVRON CORP 2.419% 11/17/20 | 2018-07-20 | 2020-11-17 | $25,000 | $25,000 | |||
| 66. CORTEVA INC | 2011-07-20 | 2020-06-19 | $1,785 | $532 | $1,253 | $1,253 | |
| 20. CUMMINS INC | 2015-02-25 | 2020-06-19 | $3,426 | $2,845 | $581 | $581 | |
| 50. DARDEN RESTAURANTS INC COM | 2013-07-19 | 2020-06-19 | $3,559 | $2,219 | $1,340 | $1,340 | |
| 66. DOW INC | 2011-07-20 | 2020-06-19 | $2,760 | $2,010 | $750 | $750 | |
| 66. DUPONT DE NEMOURS INC | 2011-07-20 | 2020-06-19 | $3,480 | $4,388 | -$908 | -$908 | |
| 25000. FEDERAL HOME LOAN BANK 2.600% 06/05/24-20 C | 2017-05-31 | 2020-02-04 | $25,000 | $25,000 | |||
| 25000. FEDERAL HOME LOAN MORTGAGE CORP 2.020% 07/07/23-20 C | 2019-10-01 | 2020-07-07 | $25,000 | $25,000 | |||
| 200. HELMERICH & PAYNE | 2013-12-12 | 2020-06-19 | $4,362 | $16,019 | -$11,657 | -$11,657 | |
| 800. HOST HOTELS & RESORTS INC | 2020-09-24 | $8,130 | $16,751 | -$8,621 | -$8,621 | ||
| 20. ILLINOIS TOOL WORKS INC COM | 2013-03-15 | 2020-06-19 | $3,425 | $1,236 | $2,189 | $2,189 | |
| .766 INGERSOLL RAND INC | 2018-11-16 | 2020-03-30 | $17 | $20 | -$3 | -$3 | |
| 31. INGERSOLL RAND INC | 2018-11-16 | 2020-06-19 | $894 | $824 | $70 | $70 | |
| 3600.287 IVY INTERNATIONAL CORE EQUITY CLASS N | 2020-04-03 | $46,408 | $68,763 | -$22,355 | -$22,355 | ||
| 80. MICROSOFT CORP COM | 2020-06-19 | $15,667 | $2,414 | $13,253 | $13,253 | ||
| 200. NUCOR CORP COM | 2014-01-14 | 2020-06-19 | $8,540 | $10,268 | -$1,728 | -$1,728 | |
| 180. ROYAL DUTCH SHELL PLC ADR A RDS.A | 2020-06-19 | $6,122 | $12,083 | -$5,961 | -$5,961 | ||
| 51. EATON CORP PLC | 2018-11-16 | 2020-06-19 | $4,468 | $3,781 | $687 | $687 | |
| 36. TRANE TECHNOLOGIES PLC | 2018-11-16 | 2020-06-19 | $3,226 | $2,912 | $314 | $314 | |
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P | |||||
| CAPITAL GAIN DIVIDENDS | $543 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,747 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $186 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $482 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $482 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $296 | OverpaymentAmt |
| Applied To ES Tax | $296 | 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 | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMERS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307437000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FARMERS TRUST COMPANY | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | CO-TRUSTEE | 1 | $8,669 |
| DANIEL B ROTH | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | CO-TRUSTEE | 1 | $8,618 |
| 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 | $1,060,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,196,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,196,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,951 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,178,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $186 | TotalTaxAmt |
| Distributable Before Adj | $58,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,755 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,661 | 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 | $66,661 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,661 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,567 | 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 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,661 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,567 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,094 | 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 | $661 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FARMERS TRUST COMPANY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307437000 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION STATING PURPOSE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RELIGOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN IRS SECTION 501(C)(3) . FURTHER RESTRICTED TO YOUNGSTOWN, OHIO ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLD LEARNING CENTER | ||||||||
| 118 EAST WOOD STREET | YOUNGSTOWN | OH | 44503 | N/A | 501(C)3 | PUBLIC SUPPORT | $2,000 | |
| YOUNGSTOWN SYMPHONY SOCIETY | ||||||||
| 260 WEST FEDERAL STREET | YOUNGSTOWN | OH | 44503 | N/A | 501(C)3 | PUBLC SUPPORT | $2,000 | |
| COMPASS FAMILY & COMMUNITY SERVICES | ||||||||
| 535 MARMION AVENUE | YOUNGSTOWN | OH | 44502 | N/A | 501(C)3 | PUBLIC SUPPORT | $13,000 | SERVICE |
| Ursuline Sisters of Youngstown | ||||||||
| 4250 SHIELDS ROAD | Canfield | OH | 44406 | N/A | 501(C)3 | PUBLIC SUPPORT | $3,500 | |
| BUTLER INSTITUTE OF AMERICAN | ||||||||
| 524 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | 501(C)3 | PUBLIC SUPPORT | $2,000 | ART |
| BOYS & GIRLS CLUB OF YOUNGSTOWN | ||||||||
| 2105 OAK HILL | YOUNGSTOWN | OH | 445071352 | N/A | 501(C)3 | PUBLIC SUPPORT | $5,000 | |
| PROTESTANT FAMILY SERVICES | ||||||||
| 496 GLENWOOD AVENUE SUITE 115 | YOUNGSTOWN | OH | 44502 | N/A | 501(C)3 | PUBLIC SUPPORT | $2,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 325 N STATE ST | GIRARD | OH | 44420 | N/A | 501(C)3 | PUBLIC SUPPORT | $5,000 | |
| MAHONING VALLEY COLLEGE ACCESS | ||||||||
| 147 E MARKET STREET | WARREN | OH | 44481 | N/A | 501(C)3 | PUBLIC SUPPORT | $1,000 | PROGRAM |
| STAMBAUGH AUDITORIUM ASSOCIATION | ||||||||
| ONE THOUSAND FIFTH AVENUE | YOUNGSTOWN | OH | 44504 | N/A | 501(C)3 | PUBLIC SUPPORT | $2,500 | |
| YSU FOUNDATION | ||||||||
| 655 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | 501(C)3 | PUBLIC SUPPORT | $20,000 | |
| Childrens Center for Science & | ||||||||
| 11 W FEDERAL ST | Youngstown | OH | 44503 | N/A | 501(C)3 | PUBLIC SUPPORT | $2,000 | Technology Endowment Fund |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $328 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,601 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$21,747 | 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 | $4,182 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,182 | 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 | $1,700 | Amt |
| Net Investment Income | $425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 CHEVRON 2.100% 5/16/21 | $25,013 | $25,136 |
| 25,000 ORACLE 2.650% 7/15/26 | $24,626 | $27,474 |
| 25,000 CHEVRON 2.419% 11/17/20 | ||
| 25,000 LILLY ELI 2.350% 5/15/2 | $24,720 | $25,676 |
| 25,000 WELLS FARGO BK 1.900% 1 | $25,000 | $25,813 |
| 25,000 QUALCOMM INC 3.450% 5/2 | $26,161 | $27,837 |
| 25,000 FEDERAL HOME LOAN MORTG | ||
| 25,000 BB&T CORP 3.050% 06/20/ | $25,353 | $25,948 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 SHS AT&T INC | $7,038 | $5,752 |
| 36 SHS INGERSOLL-RAND | ||
| 150 SHS DUKE ENERGY | $8,467 | $13,734 |
| 1500 SHS HUNTINGTON BANC | $9,458 | $18,945 |
| 147 SHS DISNEY WALT | $14,307 | $26,633 |
| 15 SHS ALPHABET INC CL A | $8,034 | $26,290 |
| 200 SHS NUCOR CORP | ||
| 50 SHS VALERO ENERGY CORP N | $2,528 | $2,829 |
| 380 SHS APPLE COMPUTER | $5,979 | $50,422 |
| 125 SHS CHEVRON CORP | $15,816 | $10,556 |
| 500 SHS CISCO SYS INC | $11,745 | $22,375 |
| 50 SHS DARDEN RESTAURANTS | ||
| 200 SHS HELMERICH & PAYNE | ||
| 80 SHS ILLINIOS TOOL WORKS | $4,946 | $16,310 |
| 400 SHS INTEL CORP | $9,579 | $19,928 |
| 175 SHS JOHNSON & JOHNSON | $14,512 | $27,542 |
| 210 SHS KRAFT HEINZ | $10,735 | $7,279 |
| 170 SHS MICROSOFT CORP | $4,780 | $37,811 |
| 150 SHS PHILIP MORRIS INTL | $13,537 | $12,419 |
| 180 SHS ROYAL DUTCH SHELL | ||
| 50 SHS STRYKER CORP | $3,692 | $12,252 |
| 50 SHS UNITEDHEALTH GR | $3,378 | $17,534 |
| 300 SHS VERIZON COMM | $14,573 | $17,625 |
| 165 SHS WAL MART INC | $12,346 | $23,785 |
| 150 SHS EATON CORP PLC | $10,949 | $18,021 |
| 50 SHS CME GROUP | $4,785 | $9,103 |
| 150 SHS CVS HEALTH CORP | $13,029 | $10,245 |
| 80 SHS CUMMINS INC | $11,378 | $18,168 |
| 300 SHS GLAXOSMITHKLINE PLC | $12,678 | $11,040 |
| 800 SHS HOST HOTELS & RESORT | ||
| 200 SHS JPMORGAN CHASE & CO | $11,386 | $25,414 |
| 400 SHS NEXTERA ENERGY | $10,221 | $30,860 |
| 150 SHS PROCTER & GAMBLE | $12,397 | $20,871 |
| 200 SHS PUBLIC SERVICE ENTER | $8,166 | $11,660 |
| 200 SHS CHARLES SCHWAB CORP | $7,704 | $10,608 |
| 150 SHS V F CORP | $7,492 | $12,812 |
| 500 SHS HP INC | $9,288 | $12,295 |
| 66 SHS DUPONT DE NEMOURS IN | ||
| 66 SHS DOW INC | ||
| 66 SHS CORTEVA INC | ||
| 100 SHS EXXON MOBIL CORP | $4,678 | $4,122 |
| 25 SHS MCDONALDS CORP | $4,714 | $5,365 |
| 101 SHS WEYERHAEUSER CO | $2,731 | $3,387 |
| 24 SHS MID AMERICA APARTMEN | $2,694 | $3,041 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,896 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,097 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 5,464.481 FED ULTRASHORT BD FD | AT COST | $50,000 | $50,383 |
| 4,237.288 DFA COMM STRATEGY PO | AT COST | $25,000 | $22,966 |
| 2,384.043 DFA GOLBAL REAL ESTA | AT COST | $25,530 | $25,628 |
| 2,480.159 FED INSTIT HIGH YD B | AT COST | $25,000 | $24,727 |
| 3,311.258 GOLDMAN SACHS INFLAT | AT COST | $35,000 | $38,808 |
| 3,600.287 IVY INTERN'L CORE EQ | |||
| 6,293.323 PIMCO INTL BD FD UNH | AT COST | $60,831 | $67,527 |
| 2,685.941 SHS BLACKROCK EVENT | AT COST | $26,469 | $26,833 |
| 3,286.769 INVESCO INTRNL DIV F | AT COST | $47,679 | $75,004 |
| 90.000 SPDR MATERIAL SELECT | AT COST | $5,075 | $6,515 |
| 80.000 SPDR CONSUMER DISCRET | AT COST | $10,238 | $12,862 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC EXPENSES (NON-CHARITABLE) | $9 | $0 | $0 |
| STATE OF OHIO FILING FEE | $200 | $0 | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $44 | $44 | $0 |
| FEDERAL ESTIMATES - INCOME | $200 | $0 | $0 |
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