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JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION (EIN 31-6567000)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-14
IRS object ID
202121349349100937
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-14T09:11:14-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341667340PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PACKER THOMASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16601 WESTFORD PLACE SUITE 101AddressLine1Txt
CityCANFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44406ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316567000EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES & CORALIE CENTOFANTIBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone3307401225PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line142 MCCLURG ROADAddressLine1Txt
CityYOUNGSTOWNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE MILLICHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3307401225PhoneNum
Signature2021-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGEORGEPersonFirstNm
Person LastMILLICHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN COMMONSPreparerPersonNm
PTINP00443330PTIN
Phone3305339777PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,581,925FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,527InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,527InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$142,982DividendsRevAndExpnssAmt
Dividends Net Invst Incm$142,982DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$148,917NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,622,452GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$148,917CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$293,426TotalRevAndExpnssAmt
Total Net Invst Incm$293,426TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$61,592OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$61,592OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,757TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,757TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,700OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,700OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$85,049TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$85,049TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$560,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$560,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$645,549TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$85,049TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$560,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$352,123ExcessRevenueOverExpensesAmt
Net Investment Income$208,377NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$242,153CashBOYAmt
Cash EOY$118,140CashEOYAmt
Cash EOYFMV$118,140CashEOYFMVAmt
US Government Obligations BOY$1,158,308USGovernmentObligationsBOYAmt
US Government Obligations EOY$543,864USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$543,861USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,227,945CorporateStockBOYAmt
Corporate Stock EOY$3,445,134CorporateStockEOYAmt
Corporate Stock EOYFMV$3,445,134CorporateStockEOYFMVAmt
Corporate Bonds BOY$981,955CorporateBondsBOYAmt
Corporate Bonds EOY$1,116,766CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,116,766CorporateBondsEOYFMVAmt
Other Investments BOY$1,906,986OtherInvestmentsBOYAmt
Other Investments EOY$2,358,024OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,358,024OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,517,347TotalAssetsBOYAmt
Total Assets EOY$7,581,928TotalAssetsEOYAmt
Total Assets EOYFMV$7,581,925TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$7,517,347RetainedEarningBOYAmt
Retained Earning EOY$7,581,928RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,517,347TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,581,928TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,517,347TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,581,928TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,517,347TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$352,123ExcessRevenueOverExpensesAmt
Other Increases$416,704OtherIncreasesAmt
Subtotal$7,581,928SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,581,928TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
243 SHS COGNIZANT TECH SOLUTIONSP2020-01-032020-01-07$14,864$16,251-$1,387-$1,387
297 SHS PROCTER & GAMBLE COP2020-01-102020-01-14$36,806$24,602$12,204$12,204
100 SHS HOME DEPOT INCP2020-01-22$23,083$18,712$4,371$4,371
100 SHS NEXTERA ENERGY INCP2020-01-22$22,402$16,971$5,431$5,431
100 SHS VISA INCP2020-01-22$18,472$6,858$11,614$11,614
418 SHS HCA HEALTHCARE INCP2020-02-072020-02-11$61,287$39,988$21,299$21,299
498 SHS EATON CORP PLCP2020-02-132020-02-18$51,442$39,226$12,216$12,216
45 SHS HOME DEPOT INCP2020-02-212020-02-25$11,079$8,421$2,658$2,658
280 SHS SPDR CONSUMER DISCRETIONARY ETFP2020-02-212020-02-25$36,594$24,926$11,668$11,668
3675.941 SHS JPMORGAN SMALL CAP CORE FUND SELECTP2020-02-242020-02-25$183,944$185,715-$1,771-$1,771
78 SHS AIR PRODUCTS & CHEMICALSP2020-03-042020-03-06$18,228$12,569$5,659$5,659
262 SHS SECTOR SPDR UTIL SELECT SBIP2020-03-042020-03-06$17,661$14,469$3,192$3,192
1064 SHS CONOCOPHILLIPSP2020-03-062020-03-10$48,266$66,899-$18,633-$18,633
686 SHS KINDER MORGAN INC CLASS PP2020-03-062020-03-10$13,073$11,218$1,855$1,855
657 SHS OMNICOM GROUP INCP2020-03-062020-03-10$43,127$50,650-$7,523-$7,523
532 SHS SECTOR SPDR UTIL SELECT SBIP2020-03-202020-03-24$26,852$28,351-$1,499-$1,499
232 SHS PUBLIC STORAGE REITP2020-04-032020-04-07$44,945$55,178-$10,233-$10,233
94 SHS HONEYWELL INTERNATIONAL INCP2020-04-092020-04-14$13,510$15,917-$2,407-$2,407
283 SHS TRUIST FINL CORPP2020-04-092020-04-14$10,112$14,746-$4,634-$4,634
800 SHS INTEL CORPP2020-04-172020-04-21$48,383$30,158$18,225$18,225
332 SHS D R HORTON INCP2020-05-072020-05-11$15,652$14,966$686$686
124 SHS ZIMMER BIOMET HOLDINGS INCP2020-05-072020-05-11$14,853$16,937-$2,084-$2,084
14 SHS ALPHABET INC CL AP2020-05-082020-05-12$19,421$14,734$4,687$4,687
92 SHS APPLE COMPUTER INCP2020-05-082020-05-12$28,435$6,693$21,742$21,742
232 SHS WALMART INCP2020-05-082020-05-12$28,399$22,354$6,045$6,045
.915 SHS RAYTHEON TECHNOLOGIES CORPP2020-05-142020-05-18$49$70-$21-$21
926 SHS RAYTHEON TECHNOLOGIES CORPP2020-05-182020-05-20$53,536$70,118-$16,582-$16,582
700 SHS V F CORPP2020-05-212020-05-26$39,517$36,029$3,488$3,488
1550 SHS FINANCIAL SELECT SECTOR SPDRP2020-06-182020-06-22$37,282$30,006$7,276$7,276
1575 SHS US BANCORP DEL NEWP2020-06-182020-06-22$60,582$74,536-$13,954-$13,954
55 SHS SPDR S&P 500 ETF TRUSTP2020-07-022020-07-07$17,180$15,829$1,351$1,351
517 SHS NASDAQ INCP2020-07-242020-07-28$67,192$45,274$21,918$21,918
300 SHS D R HORTON INCP2020-08-102020-08-12$16,568$13,523$3,045$3,045
85 SHS INVESCO QQQ TR UNIT SER 1P2020-09-102020-09-14$23,143$17,138$6,005$6,005
1478 SHS TWITTERP2020-09-102020-09-14$57,671$55,920$1,751$1,751
3731 SHS HOST HOTELS & RESORTS INCP2020-09-242020-09-28$37,914$60,489-$22,575-$22,575
34 SHS BLACKROCK INCP2020-10-022020-10-06$19,435$15,092$4,343$4,343
100 SHS UNITED PARCEL SERVICE CL BP2020-10-162020-10-20$15,328$9,763$5,565$5,565
55 SHS ADOBE SYSTEMS INCP2020-10-292020-11-02$25,406$13,872$11,534$11,534
53 SHS AIR PRODUCTS & CHEMICALSP2020-10-292020-11-02$14,767$8,541$6,226$6,226
28 SHS BLACKROCK INCP2020-10-292020-11-02$16,962$15,450$1,512$1,512
84 SHS INVESCO QQQ TR UNIT SER 1P2020-10-292020-11-02$23,390$16,936$6,454$6,454
62 SHS LAM RESEARCH CORPP2020-10-292020-11-02$22,100$13,462$8,638$8,638
382 SHS WEYERHAEUSER COP2020-10-292020-11-02$10,826$10,329$497$497
94 SHS HONEYWELL INTERNATIONAL INCP2020-11-192020-11-23$19,042$13,870$5,172$5,172
403 SHS METLIFE INCP2020-11-202020-11-24$18,135$18,555-$420-$420
183 SHS ULTA BEAUTY INCP2020-11-202020-11-24$50,455$50,353$102$102
199 SHS STARBUCKS CORPP2020-12-102020-12-14$20,832$16,640$4,192$4,192
700 SHS CHARLES SCHWAB CORPP2020-12-152020-12-17$27,670$29,490-$1,820-$1,820
300 SHS CHARLES SCHWAB CORPP2020-12-182020-12-22$11,858$12,639-$781-$781
.140 SHS VIATRIS INCP2020-12-292020-12-31$2$2$0$0
DEERE JOHN CAPITAL CORPP2020-01-15$100,000$98,664$1,336$1,336
FEDERAL HOME LOAN BANKP2020-01-15$150,000$150,000$0$0
FEDERAL NATIONAL MORTGAGE ASSOCP2020-03-16$100,000$100,000$0$0
FEDERAL NATIONAL MORTGAGE ASSOCP2020-03-23$100,000$100,000$0$0
FEDERAL NATIONAL MORTGAGE ASSOCP2020-04-27$50,000$50,000$0$0
FEDERAL HOME LOAN BANKP2020-06-05$150,000$150,000$0$0
UNITEDHEALTH GROUP INCP2020-07-15$100,000$100,000$0$0
20480.037 SHS PIMCO INTERNATIONAL BOND FUND (UNHEDGED) INSTP2020-08-242020-08-25$205,005$201,732$3,273$3,273
FEDERAL HOME LOAN MORTGAGE CORPP2020-08-28$100,000$100,000$0$0
EXXON MOBILE CORPP2020-03-09$447$447$447
DELTA AIRLINES INCP2020-11-18$1,368$1,704-$336-$336
HONEYWELL INTERNATIONAL INCP2020-01-22$748$748$748
HONEYWELL INTERNATIONAL INCP2020-06-22$576$576$576
JOHNSON & JOHNSONP2020-09-21$808$808$808
PROCTER & GAMBLE COP2020-01-13$320$320$320
VF CORPP2020-02-25$1,614$1,614$1,614
CAPITAL GAINS DIVIDENDSP$3,834$3,834$3,834
FieldValueIRS element (for citing)
Capital Gain Net Income$148,917CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,896InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,896SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,896TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,640EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,640TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$256TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGEORGE MILLICHIndividualWithBooksNm
Phone3307401225PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line142 MCCLURG RDAddressLine1Txt
CityYOUNGSTOWNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44512ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonFARMERS TRUST COMPANY GEORGE MILLICPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line142 MCCLURG RDAddressLine1Txt
CityYOUNGSTOWNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44512ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,620,694AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$262,256AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,882,950TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,882,950AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$103,244CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,779,706NetVlNoncharitableAssetsAmt
Minimum Investment Return$338,985MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$338,985MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,896TaxBasedOnInvestmentIncomeAmt
Total Tax$2,896TotalTaxAmt
Distributable Before Adj$336,089DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$336,089DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$336,089DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$560,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$560,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$560,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$336,089DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$22,694ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$70,800ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$189,373ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$144,166ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$208,431ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$635,464TotalExcessDistributionCyovAmt
Qualifying Distributions$560,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$336,089AppliedToCurrentYearAmt
Remaining Distri From Corpus$224,411RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$859,875TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$22,694ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$837,181ExcessDistriCyovToNextYrAmt
Excess From Year4$70,800ExcessFromYear4Amt
Excess From Year3$189,373ExcessFromYear3Amt
Excess From Year2$144,166ExcessFromYear2Amt
Excess From Year1$208,431ExcessFromYear1Amt
Excess From Current Year$224,411ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFARMERS TRUST CO TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line142 MCCLURG ROADAddressLine1Txt
CityYOUNGSTOWNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44512ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3307401225RecipientPhoneNum
Form And Info And MaterialsLETTER DESCRIBING PURPOSE OF REQUEST. PRINTED MATERIAL, BROCHURES AND ANY OTHER INFORMATION PERTINENT TO THE ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AKRON CHILDREN'S HOSPITAL
1 PERKINS SQUAREAKRONOH44308N/APUBLIC CHARITYCHARITABLE$52,500
BEATITUDE HOUSE
238 TOD LANEYOUNGSTOWNOH44504N/APUBLIC CHARITYCHARITABLE$30,000
COMMUNITY FOUNDATION MAHONING VALLEY
201 E COMMERCE ST 150YOUNGSTOWNOH44503N/APUBLIC CHARITYCHARITABLE$5,000
FOCUS HIPPOTHERAPY
4820 DUCK CREEK RDNORTH JACKSONOH44451N/APUBLIC CHARITYCHARITABLE$5,000
GRANDVIEW CEMETARY
PO BOX 207SEBRINGOH44672N/APUBLIC CHARITYCHARITABLE$10,000
KENT STATE UNIVERSITY
800 E SUMMIT STKENTOH44240N/APUBLIC CHARITYCHARITABLE$46,000
KENT STATE UNIVERSITY FOUNDATION
800 E SUMMIT STKENTOH44240N/APUBLIC CHARITYCHARITABLE$70,000
MILLCREEK METROPARKS FOUNDATION
7574 COLUMBIANA-CANFIELD RDCANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$20,000
MINA'S FOSTER CLOSET
11836 SOUTH AVENORTH LIMAOH44452N/APUBLIC CHARITYCHARITABLE$2,500
PIGGYBACK FOUNDATION OF YOUNGSTOWN
31 E MAIN STNORWALKOH44857N/APUBLIC CHARITYCHARITABLE$4,500
POTENTIAL DEVELOPMENT
2405 MARKET STREETYOUNGSTOWNOH44507N/APUBLIC CHARITYCHARITABLE$2,500
SECOND HARVEST FOODBANK
2805 SALT SPRINGS RDYOUNGSTOWNOH44509N/APUBLIC CHARITYCHARITABLE$10,000
SOPHIA WOMEN'S CENTER
1830 S LINCOLN AVESALEMOH44460N/APUBLIC CHARITYCHARITABLE$2,000
ST PAUL FOUNDATION
925 EAST STATE STREETSALEMOH44460N/APUBLIC CHARITYCHARITABLE$2,000
THE PUBLIC LIBRARY OF YOUNGSTOWN
305 WICK AVENUEYOUNGSTOWNOH44503N/APUBLIC CHARITYCHARITABLE$40,000
THE RICH CENTER FOR AUTISM
1 UNIVERSITY PLAZAYOUNGSTOWNOH44555N/APUBLIC CHARITYCHARITABLE$20,000
UNITED WAY OF YOUNGSTOWN
255 WATT STYOUNGSTOWNOH44505N/APUBLIC CHARITYCHARITABLE$40,000
WESTERN RESERVE SCHOOLS
13850 W AKRON-CANIELD RDBERLIN CENTEROH44401N/APUBLIC CHARITYCHARITABLE$10,000
YOUNGSTOWN STATE UNIVERSITY
1 UNIVERSITY PLAZAYOUNGSTOWNOH44555N/APUBLIC CHARITYCHARITABLE$100,000
YSU FOUNDATION
1 UNIVERSITY PLAZAYOUNGSTOWNOH44555N/APUBLIC CHARITYCHARITABLE$50,000
AMERICAN LEGION POST 177
PO BOX 53CANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$1,500
COMPASS FAMILY & COMMUNITY SERVICES
535 MARMION AVEYOUNGSTOWNOH44502N/APUBLIC CHARITYCHARITABLE$10,000
DOROTHY DAY HOUSE
620 BELMONT AVEYOUNGSTOWNOH44502N/APUBLIC CHARITYCHARITABLE$3,000
EPILEPSY ASSOCIATION
2831 PROSPECT AVE ECLEVELANDOH44115N/APUBLIC CHARITYCHARITABLE$2,000
FAIRHAVEN FOUNDATION
45 NORTH RDNILESOH44446N/APUBLIC CHARITYCHARITABLE$3,000
JUNIOR ACHIEVEMENT OF MAHONING VALLEY
1601 MOTOR INN DR 305GIRARDOH44420N/APUBLIC CHARITYCHARITABLE$1,000
SALVATION ARMY OF MAHONING VALLEY
1501 GLENWOOD AVEYOUNGSTOWNOH44511N/APUBLIC CHARITYCHARITABLE$2,000
SALVATION ARMY OF SALEM
1249 N ELLSWORTH AVESALEMOH44460N/APUBLIC CHARITYCHARITABLE$4,000
ST PATRICK CHURCH - LEETONIA
167 MAIN STLEETONIAOH44431N/APUBLIC CHARITYCHARITABLE$2,000
VETERANS OF FOREIGN WARS
36 E CHESTNUT ST STE 506COLUMBUSOH43215N/APUBLIC CHARITYCHARITABLE$5,000
YOUNGSTOWN BUSINESS INCUBATOR
241 W FEDERAL STYOUNGSTOWNOH44503N/APUBLIC CHARITYCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$560,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,527ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$142,982ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$148,917ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$293,426ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$293,426TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,000Amt
Net Investment Income$8,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100,000 SHS BERKSHIRE HATHAWAY FINANCE CORP 3.000%$103,814$103,814
100,000 DISNEY WALT CO 2.750 %$101,525$101,525
100,000 PHILIP MORRIS INTL INC 3.250%$110,131$110,131
100,000 BERKSHIRE HATHAWAY INC 3.000%$105,497$105,497
100,000 ORACLE CORP$102,674$102,674
50000 ORACLE CORP$54,947$54,947
100,000 DUKE ENERGY OHIO INC$115,854$115,854
100,000 PFIZER INC$116,877$116,877
100,000 APPLE INC 2.850%$105,013$105,013
200,000 FEDERAL FARM CREDIT BANK 1.890%$200,434$200,434

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
639 SHS MICROSOFT CORPORATION$142,126$142,126
1216 APPLE COMPUTER INC$161,351$161,351
284 HONEYWELL INTERNATIONAL INC$60,407$60,407
536 JOHNSON & JOHNSON$84,356$84,356
310 PEPSICO INC$45,973$45,973
1790 CISCO SYS INC$80,103$80,103
731 COGNIZANT TECH SOLUTIONS$59,905$59,905
1838 EXXON MOBIL CORP$75,762$75,762
1849 GLAXOSMITHKLINE PLC$68,043$68,043
646 NEXTERA ENERGY INC$49,839$49,839
434 VISA INC$94,929$94,929
636 WALMART INC$91,679$91,679
3292 HP INC$80,950$80,950
103 ALPHABET INC CL A$180,522$180,522
2226 AT&T INC$64,020$64,020
1086 CHARLES SCHWAB CORP$57,601$57,601
1539 INTEL CORP$76,673$76,673
107 AIR PRODUCTS & CHEMICALS$29,235$29,235
1095 CVS HEALTH CORP$74,789$74,789
697 D R HORTON$48,037$48,037
175 HOME DEPOT$46,484$46,484
3796 KINDER MORGAN INC CLASS P$51,891$51,891
1614 METLIFE INC$75,777$75,777
1159 TJX COMPANIES INC$79,148$79,148
129 ADOBE SYSTEMS INC$64,515$64,515
108 BLACKROCK INC$77,926$77,926
493 ENTERGY CORP NEW$49,221$49,221
155 ILLUMINA INC$57,350$57,350
1847 JOHNSON CTLS INTL PLC$86,052$86,052
546 MID-AMERICA APARTMENT COMMUNITIES INC$69,173$69,173
2290 PFIZER INC$84,039$84,039
406 STARBUCKS CORP$43,434$43,434
1739 TRUIST FINL CORP$83,350$83,350
1245 VERIZON COMMUNICATIONS$73,144$73,144
2246 WEYERHAEUSER CO$75,308$75,308
498 ZIMMER BIOMET HOLDINGS INC$76,737$76,737
549 CELANESE CORP DEL COM A$71,337$71,337
140 CONSTELLATION BRANDS INC$30,667$30,667
881 DELTA AIRLINES INC NEW$32,857$32,857
613 DISNEY WALT CO$100,137$100,137
1306 EOG RESOURCES INC$65,130$65,130
1171 ESSENTIAL UTILITIES INC$55,377$55,377
140 LAM RESEARCH CORP$66,118$66,118
829 NUCOR$44,095$44,095
135 ROPER TECHNOLOGIES$58,197$58,197
955 TYSON FOODS INC$61,540$61,540
355 UNITED PARCEL SERVICE CL B$59,782$59,782
284 VIATRIS INC$5,322$5,322
2476 WELLS FARGO & CO NEW$74,726$74,726

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$543,864USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$543,861USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
14,955.135 PIMCO FOREIGN BOND FUND (UNHEDGED) INSTLFMV$160,469$160,469
443 SPDR CONSUMER DISCRETIONARY ETFFMV$71,226$71,226
31098.159 DFA COMMODITY STRATEGY PORTFOLIOFMV$168,552$168,552
20754.579 DFA GLOBAL REAL ESTATE SECURITIESFMV$223,112$223,112
20791.814 GOLDMAN SACHS INFLATION PROTECTED SECURITIES INSTL CLASSFMV$243,680$243,680
13693.304 BLACKROCK EVENT DRIVEN EQUITY FUND INSTLFMV$136,796$136,796
27169.667 BLACKROCK ISHARES MSCI EAFE INTERNATIONAL INDEX FUND INSTL CLASSFMV$398,851$398,851
5296.808 DFA EMERGING MARKETS CORE EQUITY PORTFOLIOFMV$128,554$128,554
15736.272 INVESCO INTERNATIONAL DIVERSIFIED FUND R6FMV$359,102$359,102
237 INVESCO QQQ TR UNIT SER 1FMV$74,356$74,356
13946.654 PRINCIPAL SPECTRUM PREFERRED AND CAPITAL SECURITIES INCOME FUND IFMV$146,021$146,021
8207.94 MFS MID CAP GROWTH FUND CLASS IFMV$247,305$247,305

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEE$200$200$0
COMMITTEE EXPENSE$12,500$12,500$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATION ON INVESTMENTSDesc
Amt$416,704Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$61,592Amt
Net Investment Income$61,592NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$2,757Amt
Net Investment Income$2,757NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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