HOWARD AND JEANNE KARR CHARITABLE FOUNDATION: Form 990PF, tax year 2018
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- Organization
- HOWARD AND JEANNE KARR CHARITABLE FOUNDATION (EIN 45-6911990)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-07
- IRS object ID
- 201921279349100127
- Schema version
- 2018v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-07T11:00:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456911990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD & JEANNE KARR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARR | BusinessNameControlTxt |
| Phone | 3307437000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FARMERS TRUST CO TTEE | PersonNm |
| Person Title | VP & TX OFFICER | PersonTitleTxt |
| Phone | 3307437000 | PhoneNum |
| Signature | 2019-05-06 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.72.158.244 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EB56ECC1EAF7AA09B52759D3A810CC46C06E944F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB56ECC1EAF7AA09B52759D3A810CC46C06E944F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,132,790 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,654 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,654 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,755 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,573 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $193,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,573 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $84,982 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,982 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,092 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,664 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,427 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $423 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,268 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $272 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,260 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,623 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,873 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $44,896 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $69,896 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $69,592 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $492,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $436,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $555,351 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $124,080 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $123,448 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $121,807 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $298,518 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $289,758 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $265,167 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,036,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,040,317 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,132,790 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,036,592 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,040,317 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,036,592 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,040,317 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,036,592 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,040,317 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,036,592 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $1,040,317 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,040,317 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. AMERISOURCEBERGEN CORP | 2018-06-14 | $9,321 | $4,919 | $4,402 | $4,402 | ||
| 50000. BANK OF NEW YORK MELLON 2.100% 08/01/18 | 2018-08-01 | $50,000 | $49,817 | $183 | $183 | 2013-09-11 | |
| 50. CME GROUP INC | 2018-06-14 | $8,420 | $4,785 | $3,635 | $3,635 | 2015-11-05 | |
| 250. CA INC | 2018-07-12 | $10,977 | $6,875 | $4,102 | $4,102 | 2015-11-05 | |
| 400. CORNING INC COM | 2018-06-14 | $11,520 | $7,664 | $3,856 | $3,856 | 2015-11-05 | |
| 100. DARDEN RESTAURANTS INC COM | 2018-06-14 | $9,190 | $4,438 | $4,752 | $4,752 | 2013-07-19 | |
| 100. DOWDUPONT INC | 2018-06-14 | $6,812 | $3,500 | $3,312 | $3,312 | 2011-07-20 | |
| 1027.116 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND INSTL | 2018-07-30 | $13,085 | $12,500 | $585 | $585 | 2017-05-22 | |
| 67.757 GOLDMAN SACHS INTERNATIONAL SMALL CAP INSIGHTS FUND INSTL | 2018-07-30 | $863 | $854 | $9 | $9 | ||
| 100. QUALCOMM INC | 2018-06-14 | $5,892 | $6,990 | -$1,098 | -$1,098 | 2015-03-17 | |
| 100. SMUCKER J M CO NEW | 2018-11-28 | $10,411 | $13,321 | -$2,910 | -$2,910 | 2016-10-05 | |
| 50. STRYKER CORP COM | 2018-06-14 | $8,449 | $3,692 | $4,757 | $4,757 | 2013-10-24 | |
| 100. UNION PAC CORP COM | 2018-11-16 | $15,232 | $5,013 | $10,219 | $10,219 | 2011-07-20 | |
| 50. UNITEDHEALTH GROUP INC COM | 2018-06-14 | $12,722 | $3,379 | $9,343 | $9,343 | 2013-10-24 | |
| 50. VALERO ENERGY CORP NEW | 2018-06-14 | $5,841 | $2,528 | $3,313 | $3,313 | 2014-02-21 | |
| 380. INVESCO PLC NEW | 2018-06-14 | $10,333 | $11,302 | -$969 | -$969 | ||
| CAPITAL GAIN DIVIDENDS | $4,082 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,573 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,214,420 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054738 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,936 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,142,290 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056847 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,771 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,178,039 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05668 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,084 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,212,382 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051208 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $39,916 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,153,218 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034613 | DistributionYr5Rt |
| Total Distribution | 0.254086 | TotalDistributionRt |
| Average Distribution | 0.050817 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,220,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,032 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $716 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,748 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,895 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $716 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $716 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $716 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $406 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $406 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $310 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMERS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307437000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FARMERS TRUST COMPANY | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | CO-TRUSTEE | 1 | $9,046 |
| DANIEL B ROTH | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | CO-TRUSTEE | 1 | $9,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,129,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,239,285 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,239,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,589 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,220,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $716 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $716 | TotalTaxAmt |
| Distributable Before Adj | $60,319 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,319 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,319 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,895 | 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 | $67,895 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $716 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,179 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,319 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,309 | 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 | $67,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,309 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,586 | 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 | $16,733 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FARMERS TRUST COMPANY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307437000 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION STATING PURPOSE OF GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RELIGOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN IRS SECTION 501(C)(3) . FURTHER RESTRICTED TO YOUNGSTOWN, OHIO ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALPHA CHI OMEGA FOUNDATION | ||||||||
| 5939 CASTLE CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 462504343 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 | |
| YOUNGSTOWN SYMPHONY SOCIETY | ||||||||
| 260 WEST FEDERAL STREET | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 | |
| COMPASS FAMILY & COMMUNITY SERVICES | ||||||||
| 535 MARMION AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $6,000 | SERVICE |
| BUTLER INSTITUTE OF AMERICAN | ||||||||
| 524 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $2,000 | ART |
| PROTESTANT FAMILY SERVICES | ||||||||
| 496 GLENWOOD AVENUE SUITE 115 | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $2,000 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 325 N STATE ST | GIRARD | OH | 44420 | N/A | PUBLIC CHARITY | SUPOORT PROGRAM | $5,000 | |
| HOSPICE OF THE VALLEY | ||||||||
| 5190 MARKET STREET | YOUNGSTOWN | OH | 44512 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 | |
| YOUNGSTOWN CITYSCAPE | ||||||||
| 11 FEDERAL PLAZA CENTRAL | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $2,000 | |
| FAITH COMMUNITY CHURCH | ||||||||
| 1919 E MIDLOTHIAN BLVD | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 | |
| MAHONING VALLEY COLLEGE ACCESS | ||||||||
| 147 E MARKET STREET | WARREN | OH | 44481 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $1,000 | PROGRAM |
| STAMBAUGH AUDITORIUM ASSOCIATION | ||||||||
| ONE THOUSAND FIFTH AVENUE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $2,500 | |
| RESCUE MISSION OF THE MAHONING | ||||||||
| 2246 GLENWOOD AVENUE | YOUNGSTOWN | OH | 44511 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 | VALLEY |
| THE YOUNGSTOWN FOUNDATION | ||||||||
| 16 FEDERAL PLAZA WEST | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | SUPPORT PROGRAMS | $5,500 | |
| YSU FOUNDATION | ||||||||
| 655 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC UNIVERSITY | SCHOLARSHIP | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,654 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,755 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,573 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,982 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,690 | Amt |
| Net Investment Income | $423 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,268 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 BK OF NY MELLON 2.100% | ||
| 25,000 CHEVRON 2.100% 5/16/21 | $25,063 | $24,518 |
| 25,000 ORACLE 2.650% 7/15/26 | $24,515 | $23,169 |
| 25,000 CHEVRON 2.419% 11/17/20 | $24,788 | $24,770 |
| 25,000 LILLY ELI 2.350% 5/15/2 | $24,367 | $24,552 |
| 25,000 TEXAS INSTRUMENTS 1.650 | $24,715 | $24,798 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 SHS AT&T INC | $7,038 | $5,708 |
| 100 SHS TE CONNECTIVITY | $6,170 | $7,563 |
| 36 SHS INGERSOLL-RAND | $3,756 | $3,284 |
| 150 SHS DUKE ENERGY | $8,467 | $12,945 |
| 2,000 SHS HUNTINGTON BANC | $12,610 | $23,840 |
| 125 SHS DISNEY WALT | $11,605 | $13,706 |
| 20 SHS ALPHABET INC CL A | $10,711 | $20,899 |
| 200 SHS NUCOR CORP | $10,268 | $10,362 |
| 200 SHS DOWDUPONT INC | $7,000 | $10,696 |
| 100 SHS UNION PAC CORP | ||
| 125 SHS TRAVELERS COMPANIES | $10,930 | $14,969 |
| 50 SHS VALERO ENERGY CORP N | $2,528 | $3,749 |
| 16 SHS FEDEX CORP | $3,634 | $2,581 |
| 380 SHS INVESCO PLC NEW | ||
| 150 SHS APPLE COMPUTER | $9,441 | $23,661 |
| 100 SHS AMERISOURCEBERGEN | ||
| 125 SHS CHEVRON CORP | $15,816 | $13,599 |
| 600 SHS CISCO SYS INC | $14,332 | $25,998 |
| 50 SHS DARDEN RESTAURANTS | $2,219 | $4,993 |
| 700 SHS FORD MTR CO DEL | $8,798 | $5,355 |
| 100 SHS JM SMUCKER | ||
| 200 SHS HELMERICH & PAYNE | $16,019 | $9,588 |
| 100 SHS ILLINIOS TOOL WORKS | $6,182 | $12,669 |
| 500 SHS INTEL CORP | $11,974 | $23,465 |
| 250 SHS JOHNSON & JOHNSON | $22,163 | $32,263 |
| 210 SHS KRAFT HEINZ | $10,735 | $9,038 |
| 300 SHS MICROSOFT CORP | $8,765 | $30,471 |
| 150 SHS PHILIP MORRIS INTL | $13,537 | $10,014 |
| 180 SHS ROYAL DUTCH SHELL | $12,083 | $10,489 |
| 50 SHS STRYKER CORP | $3,692 | $7,838 |
| 50 SHS UNITEDHEALTH GR | $3,378 | $12,456 |
| 300 SHS VERIZON COMM | $14,573 | $16,866 |
| 200 SHS WAL MART INC | $15,075 | $18,630 |
| 800 SHS GENERAL ELECTRIC | $19,275 | $6,056 |
| 201 SHS EATON CORP PLC | $14,729 | $13,801 |
| 50 SHS CME GROUP | $4,785 | $9,406 |
| 100 SHS CVS HEALTH CORP | $9,941 | $6,552 |
| 250 SHS CA INC | ||
| 400 SHS CORNING INC | ||
| 100 SHS CUMMINS INC | $14,222 | $13,364 |
| 300 SHS GLAXOSMITHKLINE PLC | $12,678 | $11,463 |
| 800 SHS HOST HOTELS & RESORT | $16,751 | $13,336 |
| 200 SHS JPMORGAN CHASE & CO | $11,386 | $19,524 |
| 100 SHS NEXTERA ENERGY | $10,221 | $17,382 |
| 150 SHS PROCTER & GAMBLE | $12,397 | $13,788 |
| 200 SHS PUBLIC SERVICE ENTER | $8,166 | $10,410 |
| 100 SHS QUALCOMM INC | ||
| 200 SHS CHARLES SCHWAB CORP | $7,704 | $8,306 |
| 200 SHS V F CORP | $10,588 | $14,268 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $69,896 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $69,592 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 5,464.481 FED ULTRASHORT BD FD | AT COST | $50,000 | $49,454 |
| 4,237.288 DFA COMM STRATEGY PO | AT COST | $25,000 | $22,076 |
| 2,351.459 DFA GOLBAL REAL ESTA | AT COST | $25,164 | $23,515 |
| 2,480.159 FED INSTIT HIGH YD B | AT COST | $25,000 | $22,718 |
| 1,094.873 GOLDMAN SACHS INTERN | |||
| 3,311.258 GOLDMAN SACHS INFLAT | AT COST | $35,000 | $33,675 |
| 3,600.287 IVY INTERN'L CORE EQ | AT COST | $68,763 | $55,264 |
| 6,293.323 PIMCO INTL BD FD UNH | AT COST | $60,831 | $58,465 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC EXPENSES (NON-CHARITABLE) | $6 | $0 | $0 |
| STATE OF OHIO FILING FEE | $200 | $0 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $101 | $101 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $155 | $155 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $16 | $16 | $0 |
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