2021-05-07T10:00:37-05:00 2020-12-31 990PF 2020-01-01 456911990 HOWARD & JEANNE KARR CHARITABLE FOUNDATION KARR 3307437000 42 MCCLURG ROAD YOUNGSTOWN OH 44512 FARMERS TRUST CO TTEE VP & TX OFFICER 3307437000 2021-05-07 2020 2022-09-23 18:48:47Z X 1259064 X 328 328 25601 25601 -21747 202206 0 0 4182 25929 17287 12101 5186 0 0 0 0 0 0 1700 425 0 1275 0 0 244 44 0 0 0 0 0 0 0 209 200 19440 12570 0 6661 60000 60000 79440 12570 0 66661 -75258 13359 0 81312 148797 148797 0 0 0 44896 19896 24097 372410 309740 577033 201025 150873 157884 315745 310822 351253 1015388 940128 1259064 0 X 1015388 940128 1015388 940128 1015388 940128 1015388 -75258 0 940130 2 940128 30. APPLE INC 2013-03-15 2020-06-19 10394 1888 8506 8506 25000. CHEVRON CORP 2.419% 11/17/20 2018-07-20 2020-11-17 25000 25000 66. CORTEVA INC 2011-07-20 2020-06-19 1785 532 1253 1253 20. CUMMINS INC 2015-02-25 2020-06-19 3426 2845 581 581 50. DARDEN RESTAURANTS INC COM 2013-07-19 2020-06-19 3559 2219 1340 1340 66. DOW INC 2011-07-20 2020-06-19 2760 2010 750 750 66. DUPONT DE NEMOURS INC 2011-07-20 2020-06-19 3480 4388 -908 -908 25000. FEDERAL HOME LOAN BANK 2.600% 06/05/24-20 C 2017-05-31 2020-02-04 25000 25000 25000. FEDERAL HOME LOAN MORTGAGE CORP 2.020% 07/07/23-20 C 2019-10-01 2020-07-07 25000 25000 200. HELMERICH & PAYNE 2013-12-12 2020-06-19 4362 16019 -11657 -11657 800. HOST HOTELS & RESORTS INC 2020-09-24 8130 16751 -8621 -8621 20. ILLINOIS TOOL WORKS INC COM 2013-03-15 2020-06-19 3425 1236 2189 2189 .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 46408 68763 -22355 -22355 80. MICROSOFT CORP COM 2020-06-19 15667 2414 13253 13253 200. NUCOR CORP COM 2014-01-14 2020-06-19 8540 10268 -1728 -1728 180. ROYAL DUTCH SHELL PLC ADR A RDS.A 2020-06-19 6122 12083 -5961 -5961 51. EATON CORP PLC 2018-11-16 2020-06-19 4468 3781 687 687 36. TRANE TECHNOLOGIES PLC 2018-11-16 2020-06-19 3226 2912 314 314 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 CAPITAL GAIN DIVIDENDS P 543 -21747 186 0 186 0 186 482 0 0 482 0 296 296 0 false false false false false false false true true OH true false false false false true NONE FARMERS TRUST COMPANY 3307437000 42 MCCLURG ROAD YOUNGSTOWN OH 44512 false false false false false false false false false false false false false false false false false false false false false FARMERS TRUST COMPANY 42 MCCLURG ROAD YOUNGSTOWN OH 44512 CO-TRUSTEE 1 8669 DANIEL B ROTH 42 MCCLURG ROAD YOUNGSTOWN OH 44512 CO-TRUSTEE 1 8618 NONE 0 NONE 0 1060679 136087 0 1196766 0 0 1196766 17951 1178815 58941 58941 186 186 58755 0 58755 0 58755 66661 0 0 0 0 66661 0 66661 58755 8567 0 0 0 0 0 0 0 66661 8567 0 0 58094 0 0 0 0 0 0 0 0 661 0 0 0 0 0 0 0 0 NONE NONE FARMERS TRUST COMPANY 42 MCCLURG ROAD YOUNGSTOWN OH 44512 3307437000 WRITTEN APPLICATION STATING PURPOSE OF GRANT NONE 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. ACLD LEARNING CENTER 118 EAST WOOD STREET YOUNGSTOWN OH 44503 N/A 501(C)3 PUBLIC SUPPORT 2000 YOUNGSTOWN SYMPHONY SOCIETY 260 WEST FEDERAL STREET YOUNGSTOWN OH 44503 N/A 501(C)3 PUBLC SUPPORT 2000 COMPASS FAMILY & COMMUNITY SERVICES SERVICE 535 MARMION AVENUE YOUNGSTOWN OH 44502 N/A 501(C)3 PUBLIC SUPPORT 13000 Ursuline Sisters of Youngstown 4250 SHIELDS ROAD Canfield OH 44406 N/A 501(C)3 PUBLIC SUPPORT 3500 BUTLER INSTITUTE OF AMERICAN ART 524 WICK AVENUE YOUNGSTOWN OH 44502 N/A 501(C)3 PUBLIC SUPPORT 2000 BOYS & GIRLS CLUB OF YOUNGSTOWN 2105 OAK HILL YOUNGSTOWN OH 445071352 N/A 501(C)3 PUBLIC SUPPORT 5000 PROTESTANT FAMILY SERVICES 496 GLENWOOD AVENUE SUITE 115 YOUNGSTOWN OH 44502 N/A 501(C)3 PUBLIC SUPPORT 2000 BIG BROTHERS BIG SISTERS 325 N STATE ST GIRARD OH 44420 N/A 501(C)3 PUBLIC SUPPORT 5000 MAHONING VALLEY COLLEGE ACCESS PROGRAM 147 E MARKET STREET WARREN OH 44481 N/A 501(C)3 PUBLIC SUPPORT 1000 STAMBAUGH AUDITORIUM ASSOCIATION ONE THOUSAND FIFTH AVENUE YOUNGSTOWN OH 44504 N/A 501(C)3 PUBLIC SUPPORT 2500 YSU FOUNDATION 655 WICK AVENUE YOUNGSTOWN OH 44502 N/A 501(C)3 PUBLIC SUPPORT 20000 Childrens Center for Science & Technology Endowment Fund 11 W FEDERAL ST Youngstown OH 44503 N/A 501(C)3 PUBLIC SUPPORT 2000 60000 14 328 14 25601 18 -21747 4182 4182 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1700 425 1275 25,000 CHEVRON 2.100% 5/16/21 25013 25136 25,000 ORACLE 2.650% 7/15/26 24626 27474 25,000 CHEVRON 2.419% 11/17/20 25,000 LILLY ELI 2.350% 5/15/2 24720 25676 25,000 WELLS FARGO BK 1.900% 1 25000 25813 25,000 QUALCOMM INC 3.450% 5/2 26161 27837 25,000 FEDERAL HOME LOAN MORTG 25,000 BB&T CORP 3.050% 06/20/ 25353 25948 200 SHS AT&T INC 7038 5752 36 SHS INGERSOLL-RAND 150 SHS DUKE ENERGY 8467 13734 1500 SHS HUNTINGTON BANC 9458 18945 147 SHS DISNEY WALT 14307 26633 15 SHS ALPHABET INC CL A 8034 26290 200 SHS NUCOR CORP 50 SHS VALERO ENERGY CORP N 2528 2829 380 SHS APPLE COMPUTER 5979 50422 125 SHS CHEVRON CORP 15816 10556 500 SHS CISCO SYS INC 11745 22375 50 SHS DARDEN RESTAURANTS 200 SHS HELMERICH & PAYNE 80 SHS ILLINIOS TOOL WORKS 4946 16310 400 SHS INTEL CORP 9579 19928 175 SHS JOHNSON & JOHNSON 14512 27542 210 SHS KRAFT HEINZ 10735 7279 170 SHS MICROSOFT CORP 4780 37811 150 SHS PHILIP MORRIS INTL 13537 12419 180 SHS ROYAL DUTCH SHELL 50 SHS STRYKER CORP 3692 12252 50 SHS UNITEDHEALTH GR 3378 17534 300 SHS VERIZON COMM 14573 17625 165 SHS WAL MART INC 12346 23785 150 SHS EATON CORP PLC 10949 18021 50 SHS CME GROUP 4785 9103 150 SHS CVS HEALTH CORP 13029 10245 80 SHS CUMMINS INC 11378 18168 300 SHS GLAXOSMITHKLINE PLC 12678 11040 800 SHS HOST HOTELS & RESORT 200 SHS JPMORGAN CHASE & CO 11386 25414 400 SHS NEXTERA ENERGY 10221 30860 150 SHS PROCTER & GAMBLE 12397 20871 200 SHS PUBLIC SERVICE ENTER 8166 11660 200 SHS CHARLES SCHWAB CORP 7704 10608 150 SHS V F CORP 7492 12812 500 SHS HP INC 9288 12295 66 SHS DUPONT DE NEMOURS IN 66 SHS DOW INC 66 SHS CORTEVA INC 100 SHS EXXON MOBIL CORP 4678 4122 25 SHS MCDONALDS CORP 4714 5365 101 SHS WEYERHAEUSER CO 2731 3387 24 SHS MID AMERICA APARTMEN 2694 3041 19896 24097 5,464.481 FED ULTRASHORT BD FD AT COST 50000 50383 4,237.288 DFA COMM STRATEGY PO AT COST 25000 22966 2,384.043 DFA GOLBAL REAL ESTA AT COST 25530 25628 2,480.159 FED INSTIT HIGH YD B AT COST 25000 24727 3,311.258 GOLDMAN SACHS INFLAT AT COST 35000 38808 3,600.287 IVY INTERN'L CORE EQ 6,293.323 PIMCO INTL BD FD UNH AT COST 60831 67527 2,685.941 SHS BLACKROCK EVENT AT COST 26469 26833 3,286.769 INVESCO INTRNL DIV F AT COST 47679 75004 90.000 SPDR MATERIAL SELECT AT COST 5075 6515 80.000 SPDR CONSUMER DISCRET AT COST 10238 12862 ROUNDING 2 MISC EXPENSES (NON-CHARITABLE) 9 0 0 STATE OF OHIO FILING FEE 200 0 200 FOREIGN TAXES 44 44 0 FEDERAL ESTIMATES - INCOME 200 0 0