CHRIST FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHRIST FOUNDATION (EIN 23-7121546)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202111239349102271
- Schema version
- 2020v4.0
- Note
- A later return for the same period supersedes this one.
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-03T19:28:08-04:00 | 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 | 237121546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRIST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Lewis D Yoder | InCareOfNm |
| Business Name Control | CHRI | BusinessNameControlTxt |
| Foreign Phone | 3308771155 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1180 | AddressLine1Txt |
| City | HARTVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 446321180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lewis D Yoder | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2021-05-03 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| 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 | $8,572,405 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $885 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,868 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,868 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $183,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,425 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$140,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,199,496 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $48,383 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,293 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| 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 Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,201 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,201 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $904 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $904 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $465 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $465 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,570 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $384,389 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $384,389 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $390,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $385,758 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$342,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,092 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,187 | CashBOYAmt |
| Cash EOY | $46,370 | CashEOYAmt |
| Cash EOYFMV | $46,370 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,081,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $475,299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $475,299 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $3,027,452 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,210,488 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,210,567 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,533,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,680,025 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,759,912 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,138,020 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,071,747 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,080,257 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,826,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,483,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,572,405 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,030,317 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,030,317 | CapitalStockEOYAmt |
| Retained Earning BOY | $6,796,188 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,453,612 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,826,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,483,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,826,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,483,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,826,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$342,576 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,483,929 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,483,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| $200,000 FORD MOTOR CREDIT NOTES | P | 2018-02-07 | 2020-01-09 | $200,000 | $200,685 | -$685 | -$685 |
| $1,775,000 U.S. TREASURY NOTES | P | 2017-07-17 | 2020-06-25 | $1,775,000 | $1,766,436 | $8,564 | $8,564 |
| 1680 SHRS CULLEN FROST BANK PFD | P | 2014-10-23 | 2020-03-16 | $42,000 | $39,873 | $2,127 | $2,127 |
| 1650 SHRS STATE STREET BANK PFD | P | 2014-10-23 | 2020-03-16 | $41,250 | $40,248 | $1,002 | $1,002 |
| $165,000 U.S. TREASURY NOTES | P | 2019-06-07 | 2020-06-15 | $165,000 | $164,399 | $601 | $601 |
| $100,000 U.S. TREASURY NOTES | P | 2018-07-03 | 2020-07-31 | $100,000 | $99,407 | $593 | $593 |
| $300,000 U.S. TREASURY NOTES | P | 2018-07-03 | 2020-07-31 | $300,000 | $298,183 | $1,817 | $1,817 |
| $100,000 U.S. TREASURY NOTES | P | 2018-08-15 | 2020-08-31 | $100,000 | $99,208 | $792 | $792 |
| 1,475 SHRS PNC FINANCIAL PFD | P | 2014-04-14 | 2020-09-01 | $36,875 | $32,531 | $4,344 | $4,344 |
| 1,700 SHRS PNC FINANCIAL PFD | P | 2014-10-23 | 2020-09-01 | $42,500 | $40,321 | $2,179 | $2,179 |
| 1,000 ROYAL DUTCH SHELL "B" | P | 2019-06-07 | 2020-09-11 | $26,227 | $65,505 | -$39,278 | -$39,278 |
| $500,000 U.S. TREASURY NOTES | P | 2019-04-30 | 2020-03-31 | $500,000 | $499,966 | $34 | $34 |
| $165,000 JP MORGAN CHASE NOTES | P | 2019-12-19 | 2020-06-23 | $165,000 | $165,000 | $0 | $0 |
| $50,000 GOLDMAN SACHS NOTES | P | 2019-09-16 | 2020-06-30 | $50,000 | $50,000 | $0 | $0 |
| $50,000 WELLS FARGO NOTES | P | 2019-10-16 | 2020-07-20 | $50,000 | $50,000 | $0 | $0 |
| $100,000 DEUTSCH BANK NOTES | P | 2019-11-18 | 2020-08-20 | $100,000 | $100,588 | -$588 | -$588 |
| 10,000 SHRS MARATHON OIL | D | 2019-10-18 | 2020-08-24 | $53,001 | $114,800 | -$61,799 | -$61,799 |
| 3,000 SHRS CONOCOPHILLIPS | D | 2019-10-18 | 2020-09-21 | $102,502 | $163,245 | -$60,743 | -$60,743 |
| $200,000 U.S. TREASURY NOTES | P | 2020-01-14 | 2020-11-02 | $200,000 | $199,896 | $104 | $104 |
| CASH IN LIEU VIATRIS | P | 2020-06-24 | 2020-11-20 | $12 | $0 | $12 | $12 |
| VANGUARD BOND FUND | P | 2016-07-20 | 2020-12-29 | $129 | $0 | $129 | $129 |
| $150,000 BARCLAYS BANK NOTES | P | 2020-06-25 | 2020-12-30 | $150,000 | $150,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$140,795 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,545 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,545 | SubtotalAmt |
| Tax Based On Investment Income | $2,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,750 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,750 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Overpayment | $205 | OverpaymentAmt |
| Applied To ES Tax | $205 | AppliedToESTaxAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | false | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | Lewis Yoder | IndividualWithBooksNm |
| Phone | 3308771155 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 Sunnyside St SW | AddressLine1Txt |
| City | Hartville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44632 | 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 |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Patricia Moore | |||||||||
| 181 Applegrove St | Apt 327 | North Canton | OH | 44720 | President/Trustee | 1.00 | $0 | $0 | $0 |
| Daniel Moore | |||||||||
| 11961 Aebi | Alliance | OH | 44601 | Secretary/Trustee | 1.00 | $0 | $0 | $0 | |
| Randall Moore | |||||||||
| 648 Sawmill Rd | Newcomerstown | OH | 43832 | Treasurer/Trustee | 1.00 | $0 | $0 | $0 | |
| Lewis Yoder | |||||||||
| 11072 German Church Rd | Atwater | OH | 44201 | Executive Director | 10.00 | $0 | $0 | $0 | |
| Michael Ogline | |||||||||
| 1844 W State St | Suite A | Alliance | OH | 44601 | Trustee | 1.00 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,972,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $181,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,154,667 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,154,667 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,032,347 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,545 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $2,545 | TotalTaxAmt |
| Distributable Before Adj | $399,072 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $399,072 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $399,072 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $385,758 | 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 | $385,758 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $385,758 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $399,072 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $134,094 | 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 | $385,758 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,094 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $251,664 | 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 | $147,408 | 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 | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lewis Yoder | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1180 | AddressLine1Txt |
| City | Hartville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44632 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3308771155 | RecipientPhoneNum |
| Recipient Email Address | CHRISTFOUNDATION@NEO.RR.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | Identity, background, religious pursuits, goals and timelines. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LOUISVILLE CHURCH OF CHRIST | ||||||||
| 1520 CALIFORNIA AVE | LOUISVILLE | OH | 44641 | No Relationship | 509(a)(1) | OPERTING & MISSIONS | $18,600 | |
| MIDWESTERN CHILDRENS HOME | ||||||||
| PO BOX 48 | PLEASANT PLAIN | OH | 45162 | No Relationship | PC | GENERAL OPERATION | $1,000 | |
| CHRISTIAN CHILDRENS HOME OF OHIO | ||||||||
| PO BOX 765 | WOOSTER | OH | 44691 | No Relationship | PC | GENERAL OPERATIONS | $25,000 | |
| AKRON CANTON REGIONAL FOOD BANK | ||||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 44307 | No Relationship | PC | GENERAL OPERATIONS | $20,000 | |
| KIDS OF SOUTH FLORIDA | ||||||||
| 2717 W CYPRESS CREE RD | FT LAUDERDALE | FL | 33309 | No Relationship | PC | GENERAL OPERATIONS | $2,000 | |
| DUNKLIN MEMORIAL CAMP | ||||||||
| 3342 SW HOSANNAH LANE | OKEECHOBEE | FL | 34974 | No Relationship | PC | GENERAL OPERATIONS | $4,000 | |
| GREATER ALLIANCE FOUNDATION | ||||||||
| 860 W STATE ST | ALLIANCE | OH | 44601 | No Relationship | PF | STUCKEY INTERFAITH ENDOWMENT FUND | $5,000 | |
| COMPASSION INTERNATIONAL | ||||||||
| PO BOX 65000 | COLORADO SPRINGS | CO | 80962 | No Relationship | PC | CHILDREN'S MINISTRY SUPPORT | $214 | |
| AMERICAN CENTER FOR LAW JUSTICE | ||||||||
| PO BOX 90555 | WASHINGTON | DC | 20090 | No Relationship | PF | GENERAL OPERATIONS | $1,000 | |
| PREGNANCY CHOICES | ||||||||
| 4500 22ND ST | CANTON | OH | 44708 | No Relationship | PC | GENERAL OPERATIONS | $15,000 | |
| MIGRANT MINISTRIES | ||||||||
| PO BOX 682 | HARTVILLE | OH | 44632 | No Relationship | PC | GENERAL OPERATIONS | $3,000 | |
| SPECIAL OLYMPICS OF OHIO | ||||||||
| PO BOX 668 | COLUMBUS | OH | 43216 | No Relationship | PC | GENERAL OPERATIONS | $50 | |
| ALLIANCE PREGNANCY CENTER | ||||||||
| 75 GLAMORGAN ST | ALLIANCE | OH | 44601 | No Relationship | PC | GENERAL OPERATIONS | $2,000 | |
| CHRISTIAN RECORD SERVICES | ||||||||
| PO BOX 6097 | LINCOLN | NE | 68506 | No Relationship | PC | GENERAL OPERATIONS | $250 | |
| CHESTNUT MOUNTAIN RANCH | ||||||||
| 244 PONDEROSA PONDS RD | MORGANTOWN | WV | 20000 | No Relationship | PC | GENERAL OPERATIONS | $20,000 | |
| URBAN VISION | ||||||||
| 749 BLAINE AVE | AKRON | OH | 44310 | No Relationship | PC | GENERAL OPERATIONS | $10,000 | |
| FIRST CARE WOMENS CLINIC | ||||||||
| 220 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33416 | No Relationship | PC | GENERAL OPERATIONS | $500 | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | No Relationship | PC | GENERAL OPERATIONS | $1,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | No Relationship | PC | GENERAL OPERATIONS | $1,000 | |
| PROJECT KARE | ||||||||
| 300 MARKET AVE N | CANTON | OH | 44702 | No Relationship | PC | GENERAL OPERATIONS | $1,000 | |
| BILL GLASS CHAMPIONS FOR LIFE | ||||||||
| 1010 S CEDAR RIDGE DR | DUNCANVILLE | TX | 75137 | No Relationship | PC | PRISON MINISTRY | $2,000 | |
| LAKE COMMUNITY YMCA | ||||||||
| 11928 KING CHURCH AVE | UNIONTOWN | OH | 44685 | No Relationship | PC | SUMMER EXPLORERS PROGRAM | $3,000 | |
| MISSION TO AMISH PEOPLE | ||||||||
| 575 US HWY 250 | GREENWICH | OH | 44837 | No Relationship | PC | GENERAL OPERATIONS | $2,000 | |
| THE SMILE TRAIN | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | No Relationship | PC | GENERAL OPERATIONS | $500 | |
| RAHAB MINISTRIES | ||||||||
| 3480 W MARKET | FAIRLAWN | OH | 44333 | No Relationship | PC | SALARIES & GENERAL OPERATIONS | $80,000 | SUITE 105 |
| WEAVER CHILD DEVELOPMENT CENTER | ||||||||
| 1346 EASTHILL ST | NORTH CANTON | OH | 44720 | No Relationship | 509(a)(1) | SCHOLARSHIPS | $2,000 | |
| REFUGE OF HOPE | ||||||||
| PO BOX 9361 | CANTON | OH | 44711 | No Relationship | PC | FOOD DISTRIBUTION | $15,000 | |
| LIGHTHOUSE MINISTRIES | ||||||||
| 1931 3RD ST SE | CANTON | OH | 44707 | No Relationship | PC | GENERAL OPERATIONS | $1,000 | |
| FOCUS ON THE FAMILY | ||||||||
| PO BOX 2086 | OHAHA | NE | 68103 | No Relationship | PC | GENERAL OPERATIONS | $1,000 | |
| CHURCHES OF CHRIST DISASTER RELIEF | ||||||||
| 410 ALLIED DR | NASHVILLE | TN | 37211 | No Relationship | PC | GENERAL OPERATIONS | $3,000 | |
| FIRST BAPTIST CHURCH OF BOYNTON BCH | ||||||||
| 301 SEACREST BLVD | BOYNTON BEACH | FL | 33435 | No Relationship | 509(a)(1) | GENERAL OPERATIONS | $11,400 | |
| OHIO VALLEY UNIVERSITY | ||||||||
| 1 CAMPUS VIEW DR | VIENNA | WV | 26105 | No Relationship | 509(a)(1) | GENERAL OPERATIONS | $5,000 | |
| MOODY BIBLE INSTITUTE | ||||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | No Relationship | 509(a)(1) | GENERAL OPERATIONS | $2,500 | |
| GENTLEBROOK | ||||||||
| 880 SUNNYSIDE ST SW | HARTVILLE | OH | 44632 | No Relationship | PC | GENERAL OPERATIONS | $25,000 | |
| HAVEN OF REST MINISTRIES | ||||||||
| PO BOX 547 | AKRON | OH | 44309 | No Relationship | PC | GENERAL OPERATIONS | $5,000 | |
| INTL FELLOWSHIP OF CHRISTIANS JEWS | ||||||||
| 30 NORTH LASALLE ST | CHICAGO | IL | 60602 | No Relationship | PC | GENERAL OPERATIONS | $375 | SUITE 430 |
| CROS MINISTRIES | ||||||||
| 3677 23RD AVE S | LAKE WORTH | FL | 33461 | No Relationship | PC | FOOD DISTRIBUTION | $10,000 | |
| HEARTBEAT INTERNATIONAL | ||||||||
| 5000 ARLINGTON CENTER BLVD | COLUMBUS | OH | 43220 | No Relationship | PC | GENERAL OPERATIONS | $1,000 | |
| LAKE FISH | ||||||||
| PO BOX 611 | HARTVILLE | OH | 44632 | No Relationship | PC | FOOD DISTRIBUTION | $15,000 | |
| WHOLE LATTE LOVE CAFE | ||||||||
| 503 EASTBURY AVE NE | NORTH CANTON | OH | 44720 | No Relationship | PC | GENERAL OPERATIONS | $1,000 | |
| LOVE OUR COMMUNITY | ||||||||
| 2470 FINDLAY CIR | UNIONTOWN | OH | 44685 | No Relationship | PC | GENERAL OPERATIONS | $20,000 | |
| OASIS OF HOPE | ||||||||
| 710 N COURT ST | MEDINA | OH | 44256 | No Relationship | PC | GENERAL OPERATIONS | $2,000 | |
| MOODY RADIO | ||||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | No Relationship | PC | GENERAL OPERATIONS | $1,000 | |
| PALM BEACH COUNTY FOOD BANK | ||||||||
| 525 GATOR LANE | LANTANA | FL | 33462 | No Relationship | PC | FOOD DISTRIBUTION | $20,000 | |
| PREGNANCY SOLUTIONS | ||||||||
| 3136 MANCHESTER RD | AKRON | OH | 44319 | No Relationship | PC | GENERAL OPERATIONS | $5,000 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 2805 SALT SPRINGS RD | YOUNGSTOWN | OH | 44509 | No Relationship | PC | FOOD DISTRIBUTION | $10,000 | |
| SECOND HARVEST FOOD BANK OF NC OHIO | ||||||||
| 5510 BAUMHART RD | LORAIN | OH | 44053 | No Relationship | PC | FOOD DISTRIBUTION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $384,389 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,425 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$140,795 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,498 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,498 | TotalIncomeProducingActyAmt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (22 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|
| 200000 FORD MOTOR CREDIT NOTES | 2018-02 | Purchase | 2020-01 | $200,000 | $200,685 | $0 | $0 |
| 1775000 US TREASURY NOTES | 2017-07 | Purchase | 2020-01 | $1,775,000 | $1,766,436 | $0 | $0 |
| 1680 SHRS CULLEN FROST BANK PFD | 2014-10 | Purchase | 2020-03 | $42,000 | $39,873 | $0 | $0 |
| 1650 SHRS STATE STREET BANK PFD | 2014-10 | Purchase | 2020-03 | $41,250 | $40,248 | $0 | $0 |
| 165000 US TREASURY NOTES | 2019-06 | Purchase | 2020-06 | $165,000 | $164,399 | $0 | $0 |
| 100000 US TREASURY NOTES | 2018-07 | Purchase | 2020-07 | $100,000 | $99,407 | $0 | $0 |
| 300000 US TREASURY NOTES | 2018-07 | Purchase | 2020-07 | $300,000 | $298,183 | $0 | $0 |
| 100000 US TREASURY NOTES | 2018-08 | Purchase | 2020-08 | $100,000 | $99,208 | $0 | $0 |
| 1475 SHRS PNC FINANCIAL PFD | 2014-04 | Purchase | 2020-09 | $36,875 | $32,531 | $0 | $0 |
| 1700 SHRS PNC FINANCIAL PFD | 2014-10 | Purchase | 2020-09 | $42,500 | $40,321 | $0 | $0 |
| 1000 SHRS ROYAL DUTCH SHELL B | 2019-06 | Purchase | 2020-09 | $26,227 | $65,505 | $0 | $0 |
| 500000 US TREASURY NOTES | 2019-04 | Purchase | 2020-03 | $500,000 | $499,966 | $0 | $0 |
| 165000 JP MORGAN CHASE NOTES | 2019-12 | Purchase | 2020-06 | $165,000 | $165,000 | $0 | $0 |
| 50000 GOLDMAN SACHS NOTES | 2019-09 | Purchase | 2020-06 | $50,000 | $50,000 | $0 | $0 |
| 50000 WELLS FARGO NOTES | 2019-10 | Purchase | 2020-07 | $50,000 | $50,000 | $0 | $0 |
| 100000 DEUTSCHE BANK NOTES | 2019-11 | Purchase | 2020-08 | $100,000 | $100,588 | $0 | $0 |
| 10000 SHRS MARATHON OIL | 2019-10 | Donations | 2020-08 | $53,001 | $114,800 | $0 | $0 |
| 3000 SHRS CONOCOPHILLIPS | 2019-10 | Donations | 2020-09 | $102,502 | $163,245 | $0 | $0 |
| 200000 US TREASURY NOTES | 2020-01 | Purchase | 2020-11 | $200,000 | $199,896 | $0 | $0 |
| CASH IN LIEU VIATRIS | 2020-06 | Purchase | 2020-11 | $12 | $0 | $0 | $0 |
| VANGUARD BOND FUND | 2016-07 | Purchase | 2020-12 | $129 | $0 | $0 | $0 |
| 150000 BARCLAYS BANK NOTES | 2020-06 | Purchase | 2020-12 | $150,000 | $150,000 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FORD MOTOR CREDIT 3.219% | $199,203 | $201,856 |
| FORD MOTOR CREDIT 3.339% | $199,249 | $202,000 |
| APPLE BANK CD .15% | $250,000 | $250,113 |
| DEUTSCHEBANK 3.125% | $75,542 | $75,038 |
| SAFRA BANK CD | $250,000 | $250,000 |
| GOLDMAN SACHS 2.25% | $0 | $0 |
| WELLS FARGO FLOATING 4/18/21 | $0 | $0 |
| DEUTSCHEBANK 2.95% | $0 | $0 |
| JP MORGAN CHASE 2% | $0 | $0 |
| TVA 3.65%` | $97,753 | $101,250 |
| FORD MOTOR CREDIT 2.681% | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,700 SHARES AT&T | $49,048 | $48,892 |
| 870 SHARES BRISTOL-MYERS | $50,108 | $53,966 |
| 800 SHARES CVS | $50,169 | $54,640 |
| 430 SHARES IBM | $50,101 | $54,128 |
| 4,000 SHARES EXXONMOBIL | $182,519 | $164,880 |
| 1000 SHARES ROYAL DUTCH SHELL "B" | $0 | $0 |
| 1,680 SHARES CULLEN FROST BANK SER A PFD | $0 | $0 |
| 3,175 SHARES PNC SER Q PFD | $0 | $0 |
| 2,560 SHARES PFIZER | $81,567 | $94,234 |
| 317 SHARES VIATRIS | $4,465 | $5,941 |
| 1,200 SHARES VANGUARD TOTAL BOND MARKET ETF | $101,268 | $105,828 |
| 10,000 SHARES MARATHON OIL | $0 | $0 |
| 2,550 SHARES KINDER MORGAN | $33,065 | $34,859 |
| 33,010 SHARES CONOCOPHILLIPS | $1,796,239 | $1,320,070 |
| 500 SHARES OMNICOM | $26,183 | $31,185 |
| 6,795 SHARES MICROSOFT | $939,613 | $1,511,344 |
| 2,500 SHARES FIRSTENERGY | $68,905 | $76,524 |
| 1,400 SHARES EDISON INTERNATIONAL | $70,840 | $87,948 |
| 700 SHARES PINNACLE WEST | $50,836 | $55,965 |
| 2,900 SHARES BP | $125,099 | $59,508 |
| 1,650 SHARES STATE ST SER C PFD | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,027,452 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,210,567 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,210,488 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,210,567 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Office Expenses | $265 | $0 | $0 | $265 |
| State Filing Fee | $200 | $0 | $0 | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Excise Tax on Investment Income 2019 | $2,451 | $2,451 | $0 | $0 |
| Excise Tax Deposits 2020 | $2,750 | $2,750 | $0 | $0 |
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