LARGENT FAM PRIVATE FOUNDATION TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LARGENT FAM PRIVATE FOUNDATION TR (EIN 30-6331310)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-14
IRS object ID
202122579349100217
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-09-14T10:24:51-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812536303PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NERONE CLLB & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14935 OLENTANGY RIVER ROADAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43214ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306331310EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LARGENT FAMILY PRIVATE FOUNDATIONBusinessNameLine1Txt
Business Name Line2TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLARGBusinessNameControlTxt
Phone7405484936PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16774 MAHOGANY DRIVEAddressLine1Txt
CityGALENACityNm
State AbbreviationOHStateAbbreviationCd
ZIP43021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM H LARGENTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7405484936PhoneNum
Signature2021-08-25SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAM RPersonFirstNm
Person LastLARGENTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonR ALLEN CLEMENTPreparerPersonNm
PTINP00402577PTIN
Phone6144595100PhoneNum
Preparation2021-09-14PreparationDt
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$4,657,111FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,350,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$200InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$200InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$200InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$4,350,200TotalRevAndExpnssAmt
Total Net Invst Incm$200TotalNetInvstIncmAmt
Total Adj Net Incm$200TotalAdjNetIncmAmt
Taxes Rev And Expnss$16TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$16TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$675OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$675OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$691TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$691TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,691TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,691TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,331,509ExcessRevenueOverExpensesAmt
Net Investment Income$200NetInvestmentIncomeAmt
Adjusted Net Income$200AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$325,602CashBOYAmt
Cash EOY$2,012CashEOYAmt
Cash EOYFMV$2,012CashEOYFMVAmt
Sav And Temp Cash Invst EOY$4,655,099SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,655,099SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$325,602TotalAssetsBOYAmt
Total Assets EOY$4,657,111TotalAssetsEOYAmt
Total Assets EOYFMV$4,657,111TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$325,602CapitalStockBOYAmt
Capital Stock EOY$4,657,111CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$325,602TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,657,111TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$325,602TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,657,111TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$325,602TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,331,509ExcessRevenueOverExpensesAmt
Subtotal$4,657,111SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,657,111TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3InvestmentIncomeExciseTaxAmt
Subtotal$3SubtotalAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Tax Due$3TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM H LARGENTIndividualWithBooksNm
Phone7405484936PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16774 MAHOGANY DRIVEAddressLine1Txt
CityGALENACityNm
State AbbreviationOHStateAbbreviationCd
ZIP43021ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM H LARGENT
6774 MAHOGANY DRIVEGALENAOH43021TRUSTEE000.00$0$0$0
AMY R LARGENT
6774 MAHOGANY DRIVEGALENAOH43021TRUSTEE000.00$0$0$0
ROBERT M LARGENT
6774 MAHOGANY DRIVEGALENAOH43021TRUSTEE000.00$0$0$0
JUSTIN W LARGENT
6774 MAHOGANY DRIVEGALENAOH43021TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$505,738AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,011AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$507,749TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$507,749AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,616CashDeemedCharitableAmt
Net Vl Noncharitable Assets$500,133NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,007MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,007MinimumInvestmentReturnAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Total Tax$3TotalTaxAmt
Distributable Before Adj$25,004DistributableBeforeAdjAmt
Distributable Before Ded$25,004DistributableBeforeDedAmt
Distributable As Adjusted$25,004DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,691ExpensesAndContributionsAmt
Qualifying Distributions$18,691QualifyingDistributionsAmt
Adjusted Qualifying Distri$18,691AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,004DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$209ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$209TotalExcessDistributionCyovAmt
Qualifying Distributions$18,691QualifyingDistributionsAmt
Applied To Current Year$18,691AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$209ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$209ExcessDistributionCyovAppCYAmt
Undistributed Income CY$6,104UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM H AND AMY R LARGENTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
GOLDEN TREASURES RESCUE
P O BOX 434BATHOH44210PCSUPPORT/RESCUE GOLDEN RETRIEVERS$3,000
COLUMBUS DREAM CENTER - BETTER WAY
38 W GREENWOOD AVECOLUMBUSOH43214PCSUPPORT HOMELESS$6,000
DISABLED AMERICAN VETERENS
1240 E 9TH STREETCLEVELANDOH44199PCSUPPORT DISABLED VETERENS$1,000ROOM 1017B
MARBURN ACADEMY
955 JOHNSTOWN RDNEW ALBANYOH43054PCSCHOOL SPORT ACTIVITY IMPROVEMENT$1,000
OHIO WILDLIFE CENTER
6131 COOK RDPOWELLOH43065PCSUPPORT RESCUE WILDLIFE$2,000
TUBEROIS SCLEROSIS ALLIANCE
8737 COLESVILLE RDSILVER SPRINGMD20910PCSUPPORT CHILDREN WITH TSC$1,000STE 400
WARM
150 HEATHERDOWN DRWESTERVILLEOH43081PCSUPPORT FAMILIES IN NEED$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$200ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$200ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$200TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILLIAM H AND AMY R LARGENTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16774 MAHOGANY DRIVEAddressLine1Txt
CityGALENACityNm
State AbbreviationOHStateAbbreviationCd
ZIP43021ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,350,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
STATE OF OHIO FEES$100$100
WEBSITE DOMAIN FEES$575$575

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$16Amt
Disbursements Charitable Prps$16DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.