The Belden Brick Charitable Trust: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
The Belden Brick Charitable Trust (EIN 34-6565519)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201833189349102468
Schema version
2017v2.3
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)
Return2018-11-14T14:31:56-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341341400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1415 Group IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14300 Munson Street NWAddressLine1Txt
CityCantonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44718ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346565519EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Belden Brick Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBELDBusinessNameControlTxt
Phone3304560031PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 20910AddressLine1Txt
CityCantonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWilliam H Belden JrPersonNm
Person TitleTrusteePersonTitleTxt
Phone3304560031PhoneNum
Signature2018-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott F Whetstone CPAPreparerPersonNm
PTINP00167127PTIN
Phone3304920094PhoneNum
Preparation2018-11-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.103.148.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm13:03:37IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1F09619BDF4FA616D22A1AC6929A3B97F712AE2FAtSubmissionCreationDeviceId
At Submission Filing Device Id78EE5B29A103F46365D0EC329DA1DD1BBD848AFAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,872,943FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$85,404DividendsRevAndExpnssAmt
Dividends Net Invst Incm$85,404DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,021NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,029GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,021CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$86,425TotalRevAndExpnssAmt
Total Net Invst Incm$86,425TotalNetInvstIncmAmt
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$2,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,680AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$720AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,271OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,271OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,086TaxesRevAndExpnssAmt
Taxes Net Invst Incm$86TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$273OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$200OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$73OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,030TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,237TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$793TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$87,130TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,237TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$75,893TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$705ExcessRevenueOverExpensesAmt
Net Investment Income$78,188NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,902CashBOYAmt
Cash EOY$58,130CashEOYAmt
Cash EOYFMV$58,130CashEOYFMVAmt
Sav And Temp Cash Invst BOY$268,380SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$254,469SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$254,469SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,150,250CorporateStockBOYAmt
Corporate Stock EOY$1,098,289CorporateStockEOYAmt
Corporate Stock EOYFMV$1,699,252CorporateStockEOYFMVAmt
Other Investments BOY$863,749OtherInvestmentsBOYAmt
Other Investments EOY$908,925OtherInvestmentsEOYAmt
Other Investments EOYFMV$857,422OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,334OtherAssetsBOYAmt
Other Assets EOY$3,670OtherAssetsEOYAmt
Other Assets EOYFMV$3,670OtherAssetsEOYFMVAmt
Total Assets BOY$2,319,615TotalAssetsBOYAmt
Total Assets EOY$2,323,483TotalAssetsEOYAmt
Total Assets EOYFMV$2,872,943TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,319,615RetainedEarningBOYAmt
Retained Earning EOY$2,323,483RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,319,615TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,323,483TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,319,615TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,323,483TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,319,615TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$705ExcessRevenueOverExpensesAmt
Other Increases$4,573OtherIncreasesAmt
Subtotal$2,323,483SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,323,483TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Stifel TransactionsP2017-11-16$11$8$3$3
Capital Gains DividendsP$1,018$1,018$1,018
FieldValueIRS element (for citing)
Capital Gain Net Income$1,021CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$125,536AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,477,045NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050680DistributionYr1Rt
Adjusted Qlfy Distri Yr2$118,408AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,566,002NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046145DistributionYr2Rt
Adjusted Qlfy Distri Yr3$137,221AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,663,057NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051528DistributionYr3Rt
Adjusted Qlfy Distri Yr4$106,812AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,485,846NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042968DistributionYr4Rt
Adjusted Qlfy Distri Yr5$99,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,256,418NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044096DistributionYr5Rt
Total Distribution0.235417TotalDistributionRt
Average Distribution0.047083AverageDistributionRt
Net Vl Noncharitable Assets$2,693,048NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$126,797AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$782NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$127,579AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$75,893QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,564InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,564SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,564TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,604EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,604TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,040OverpaymentAmt
Applied To ES Tax$2,040AppliedToESTaxAmt
Refund$0RefundAmt

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 BooksWilliam H Belden JrIndividualWithBooksNm
Phone3304560031PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1700 West Tuscarawas StreetAddressLine1Txt
CityCantonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44702ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
William H Belden Jr
PO Box 20910CantonOH44701Trustee2.00$0$0$0
Robert F Belden
PO Box 20910CantonOH44701Trustee2.00$0$0$0
David L Hartung
PO Box 20910CantonOH44701Trustee2.00$0$0$0
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$2,426,618AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$307,441AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,734,059TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,734,059AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,011CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,693,048NetVlNoncharitableAssetsAmt
Minimum Investment Return$134,652MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$134,652MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,564TaxBasedOnInvestmentIncomeAmt
Total Tax$1,564TotalTaxAmt
Distributable Before Adj$133,088DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$133,088DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$133,088DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$75,893ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$75,893QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$75,893AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$133,088DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$23,996ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,178ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,174TotalExcessDistributionCyovAmt
Qualifying Distributions$75,893QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$75,893AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$27,174ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$27,174ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$30,021UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWilliam H Belden Jr The Belden BricRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1700 West Tuscarawas StreetAddressLine1Txt
CityCantonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44702ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3304560031RecipientPhoneNum
Form And Info And MaterialsNo printed application form is used, but applicants are urged to supply such information that will enable the foundation to dertermine the need for the grant, its intended use, exempt status, and names of the applicants governing board.FormAndInfoAndMaterialsTxt
Submission DeadlinesApplications for grants can be submitted at any time.SubmissionDeadlinesTxt
Restrictions On AwardsThe foundation gives preference to applicants located in the communities in which The Belden Brick Company has its office and plants, but may be made elsewhere if funds are avaliable.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Stark County Courthouse Bicentennial Comm Sponsoship
101 West Tuscarawas StCantonOH44708Charitable$500
Golden Key Center for Except
1431 30th St NWCantonOH44709Charitable$500
Mind and Bodies Develop Group
PO Box 35651CantonOH44735Charitable$1,000
Boy Scouts Buckeye Council
2301 Thirteenth Street NWCantonOH44708Charitable$500
Midvale Lion's Club
4074 Hoover RdGrove CityOH43123Charitable$100
Stark Development Bd
116 Cleveland Avenue NW - Suite 600CantonOH44702Charitable$1,200
Walsh University
2020 East Maple StreetNorth CantonOH44720Charitable$3,000
CRCC Foundation
222 Market Avenue SCantonOH44702Charitable$500
Meals on Wheels Stark & Wayne County
2363 Nave Road SEMassillonOH44646Charitable$1,000
Mount Union University
1972 Clark AveAllianceOH44601Charitable$200
The Wilderness Center
9877 Alabama Ave SWWilmontOH44689Charitable$1,000
Refuge of Hope
405 3rd St NECantonOH44702Charitable$2,000
Union Hill United Methodist Church
7877 Union Hill Rd NWSugarcreekOH44681Charitable$200
Faith Lutheran Church
107 6th St SWMassillonOH44647Charitable$200
Early Childhood Res Center
1718 Cleveland Avenue NWCantonOH44703Charitable$1,000
Aquinas College Fund
1700 Fulton St EGrand RapidsMI49506Charitable$5,000
The Village Network
5399 Lauby Road Suite 130North CantonOH44720Charitable$2,000
United Way of Tuscarawas County
1458 Fifth Street NW - PO Box 525New PhiladelphiaOH44663Charitable$3,000
Akron Canton Reg Food Bank
350 Opportunity ParkwayAkronOH44307Charitable$1,000
First Tee of Canton
2525 Twentyfifth Street NWCantonOH44705Charitable$3,500
Friends of Ft Laurens Foundation - Bolivar OH
2831 Harrison Avenue NWCantonOH44709Charitable$500
Mercy Medical Center Dev Foundation
1320 Mercy Drive NWCantonOH44708Charitable$500
Prescription Assistance Network
408 Ninth Street SW Suite 1450CantonOH44707Charitable$1,000
Canton Student Loan Foundation
4974 Highbee Avenue NW - Suite 204CantonOH44718Charitable$1,000
Mt Healthy Alliance Food Pantry
7717 Harrison AveMt HealthyOH45231Charitable$200
Sean Hammon Foundation for Pediatric Cancer
PO Box 223PiscatawayNJ08854Charitable$200
St Peter's Church
726 Cleveland Ave NWCantonOH44702Charitable$500
Community Christian Church
210 N Main StNorth CantonOH44720Charitable$100
Boys and Girls Club Massillon
730 Duncan StreetMassillonOH44647Charitable$500
Meyer's Lake YMCA
1333 North Park Ave NWCantonOH44708Charitable$1,500
Community Hospice
407 East Canal SteetNewcomerstownOH43832Charitable$200
KSU Foundation
PO Box 5190KentOH44242Charitable$8,000
William Mckinley Presidential Library and Museum
800 McKinley Monument Dr NWCantonOH44708Charitable$1,000
Canton Preservation Society
131 Wertz NWCantonOH44708Charitable$500
American Red Cross
408 Ninth Street NWCantonOH44707Charitable$500
National First Ladies Library
250 Market Avenue SCantonOH44702Charitable$500
Hammer and Nails Inc
PO Box 8224CantonOH44711Charitable$500
Healing Hands - Grand Rapids Michigan
PO Box 7522Grand RapidsMI49510Charitable$1,000
Whispering Grace Horses
12882 Kimmens Road SWMassillonOH44647Charitable$1,000
Malone University
2600 Cleveland Avenue NWCantonOH44709Charitable$500
Walsh University
2020 East Maple StreetNorth CantonOH44720Charitable$1,000
Ohio and Erie Canalway Coalition
47 West Exchange StreetAkronOH44308Charitable$500
Goodwill Industries
408 Ninth Street SWCantonOH44707Charitable$500
NEOMED Foundation
4209 State Route 44 - PO Box 95RootstownOH44272Charitable$1,000
Community Harvest Inc
4915 Gulton Drive NW Unit 7CantonOH44718Charitable$500
Akron Children's Hospital
1 Perkins SquareAkronOH44308Charitable$1,000
Big Brothers and Sisters Central Ohio
160 Monroe Avenue NW Suite 100DNew PhiladelphiaOH44663Charitable$500
Stark State College of Technology Foundation
6200 Frank Avenue NWCantonOH44799Charitable$500
JA of East Central Ohio
4353 Executive Circle NWCantonOH44718Charitable$2,000
University of Akron Foundation
302 Buchtel CommonsAkronOH44398Charitable$500
Tusc City YMCA
600 Monroe StreetDoverOH44622Charitable$500
Salvation Army
PO Box 20249CantonOH44701Charitable$500
Junior Achievement of East Central Ohio
4353 Executive Circle NWCantonOH44718Charitable$1,500
Pathway Caring for Children
4895 Dressler Rd NWCantonOH44718Charitable$500
Project Rebuild
406 Shorb AvenueCantonOH44703Charitable$500
CommQuest
625 Cleveland Ave NWCantonOH44702Charitable$500
Mt Union University
1972 Clark AveAllianceOH44601Charitable$1,000
Ohio Oil & Gas Energy Education Foundation
1718 Columbus Road SWGranvilleOH43023Charitable$500
Education Enhancement Partnership
400 Market Avenue N Suite BCantonOH44702Charitable$1,000
Stark County Hunger Task Force
PO Box 20941CantonOH44701Charitable$500
Evan's Scholarship Foundation
1 Briar RdGolfOH60029Charitable$1,000
Stark County District Library Foundation
715 Market AvenueCantonOH44702Charitable$500
St John's Villa
701 Crest Street - PO Box 457CarrolltonOH44615Charitable$500
Tusc City University Foundation
330 University Dr NENew PhiladelphiaOH44663Charitable$500
Buckeye Career Center
PO Box 355New PhiladelphiaOH44663Charitable$500
The Buckeye Institute
88 East Broad Street - Suite 1120ColumbusOH43215Charitable$1,000
Invent Now - Faircrest Project
3701 Highland Park NWNorth CantonOH44720Charitable$2,500
Manufacturing Institute
733 Tenth Street NW Suite 700WashingtonDC20001Charitable$1,000
Pro Football Hall Of Fame - Canton Ohio
2121 George Halas Drive NWCantonOH44708Charitable$5,000
Turning Point of Stark County
1221 Harrisburg Road NECantonOH44705Charitable$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$85,404ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,021ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$86,425ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$86,425TotalIncomeProducingActyAmt

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)
CategoryTax Return Preparation FeesCategoryTxt
Amt$2,400Amt
Net Investment Income$1,680NetInvestmentIncomeAmt
Disbursements Charitable Prps$720DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Anadarko Petroleum Corp$73,675$46,989
Apple Inc.$70,506$105,261
Archer Daniels Midland Company$30,782$37,074
Automatic Data Processing Inc.$27,523$76,174
Blackstone Mortgage Trust Inc.$30,673$35,398
CDK Global Inc.$3,970$15,396
CVS Health Corp$27,043$50,750
Chicago Bridge & Iron Company$92,243$36,799
Clorox Company$30,572$70,652
Diamond Offshore Drilling Inc.$29,632$8,366
Eastman Chemical Company$70,358$92,084
Exxon Mobil Corp$8,008$167,280
Fluor Corp$70,329$65,492
Freeport McMoran Inc.$614$15,926
Harris Corp$2,377$4,250
ITT Corp$2,905$8,006
Intel Corp$36,859$78,472
Intel Corp$20,192$25,065
Johnson & Johnson$31,011$69,860
Microsoft Corp$30,485$94,094
Microsoft Corp$32,224$57,996
National Oilwell Varco Inc.$50,654$30,977
Oracle Corp$75,363$79,667
Philip Morris Intl Inc.$30,022$52,825
Scana Corp$16,160$21,959
Sherwin Williams Co.$913$9,431
Sherwin Williams Co.$66$75,037
Starwood Property Trust Inc.$24,126$30,424
Starwood Property Trust Inc.$48,307$42,529
Vectrus Inc.$226$494
Xylem Inc.$8,740$20,460
Ensco Plc$30,695$3,398
Ensco Plc$30,477$5,951
Invitation Homes Inc$60,494$90,909
Sherwin Williams Co.$65$73,807

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FairholmeAT COST$12,047$7,225
FairholmeAT COST$4,632$4,902
FairholmeAT COST$953$867
Franklin Income Class AAT COST$35,000$37,130
Franklin Income Class AAT COST$150,000$143,952
Pimco All Asset All Authority Class AAT COST$280,130$229,086
AllianzGI NFJ Div Int & Prem StrategyAT COST$45,960$49,590
Alpine Global Premier Properties FundAT COST$29,879$32,858
Blackrock Core Bond TrustAT COST$235,436$257,283
EV Short Duration Diversified Income FundAT COST$25,680$23,319
Templeton Global Income FundAT COST$37,956$23,095
FairholmeAT COST$168$172
ARES Capital CorpAT COST$25,654$22,008
Golub Capital BDC Inc.AT COST$25,430$25,935

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDividends ReceivableDesc
BOY Book Value$3,334BOYBookValueAmt
EOY Book Value$3,670EOYBookValueAmt
EOYFMV$3,670EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Ohio Filing Fee$25$0$25
Public Notice Fee$48$0$48
Bank Fees$200$200$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescReturn of CapitalDesc
Amt$4,573Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$6,271Amt
Net Investment Income$6,271NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Federal Excise Tax$3,000$0$0
Foreign Tax Paid$86$86$0

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