STILLWAGON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STILLWAGON FAMILY FOUNDATION (EIN 34-1784044)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-02-04
- IRS object ID
- 202530359349100208
- Schema version
- 2023v6.0
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-04T09:15:00-06:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341784044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STILLWAGON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STIL | BusinessNameControlTxt |
| Phone | 3307584111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8007 E PARKSIDE CT | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J STILLWAGON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3307584111 | PhoneNum |
| Signature | 2025-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL R THOMAS | PreparerPersonNm |
| PTIN | P01771245 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2025-01-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $373,163 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,322 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,361 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,322 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,695 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,563 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,973 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,973 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,973 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,795 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,592 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,592 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,973 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,349 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,411 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $198,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $229,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $273,005 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $145,219 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $98,170 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $96,747 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $346,911 | TotalAssetsBOYAmt |
| Total Assets EOY | $331,449 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $373,163 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $346,911 | CapitalStockBOYAmt |
| Capital Stock EOY | $331,449 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $346,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $331,449 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $346,911 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $331,449 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $346,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,462 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $331,449 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $331,449 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAUSEWAY INTL VALUE INSTL | P | 2023-06-09 | 2023-09-22 | $117 | $116 | $1 | $1 |
| CLEARBRIDGE SMALL CAP GWTH I | P | 2023-09-22 | 2024-04-19 | $124 | $119 | $5 | $5 |
| FIDELITY TOTAL BOND ETF | P | 2024-04-05 | 2024-04-19 | $1,194 | $1,213 | -$19 | -$19 |
| HARTFORD DIVIDEND & GROWTH I | P | 2022-12-21 | 2023-09-22 | $455 | $442 | $13 | $13 |
| ISHARES CORE MSCI EAFE ETF | P | 2023-03-31 | 2024-03-15 | $73 | $67 | $6 | $6 |
| ISHARES CORE S&P 500 ETF | P | 2023-09-22 | 2024-04-05 | $1,879 | $1,599 | $280 | $280 |
| ISHARES RUSSELL 1000 GRW ETF | P | 2023-09-22 | 2024-03-04 | $4,345 | $3,504 | $841 | $841 |
| ISHARES RUSSELL MIDCAP G ETF | P | 2023-03-31 | 2023-09-22 | $63 | $63 | $0 | $0 |
| METROPOLITAN WEST TOT RET BD I | P | 2023-06-09 | 2024-04-05 | $4,856 | $4,923 | -$67 | -$67 |
| WASATCH SM CAP VAL FD | P | 2022-12-21 | 2024-04-19 | $3,108 | $3,239 | -$131 | -$131 |
| AMERICAN BD FD OF AMERICA F2 | P | 2022-08-18 | 2024-04-19 | $2,501 | $2,703 | -$202 | -$202 |
| BLACKROCK TOTAL RET I | P | 2021-10-06 | 2024-04-05 | $2,512 | $3,023 | -$511 | -$511 |
| CAUSEWAY INTLVALUE INSTL | P | 2021-08-27 | 2023-09-22 | $100 | $95 | $5 | $5 |
| CLEARBRIDGE SMALL CAP GWTH I | P | 2020-11-03 | 2024-04-19 | $3,329 | $3,975 | -$646 | -$646 |
| EDGEWOOD GROWTH INSTL | P | 2020-11-03 | 2023-09-22 | $7,216 | $8,493 | -$1,277 | -$1,277 |
| GOLDMAN SACHS GQG INTL OPP I | P | 2020-11-03 | 2024-04-05 | $2,747 | $2,130 | $617 | $617 |
| GQG PARTNERS EMRG MKTS EQ INS | P | 2020-11-03 | 2024-04-05 | $11,120 | $11,262 | -$142 | -$142 |
| HARTFORD DIVIDEND & GROWTH I | P | 2020-11-03 | 2023-09-22 | $9,371 | $7,760 | $1,611 | $1,611 |
| ISHARES 20 YR TREASU BOND ETF | P | 2022-03-18 | 2024-04-19 | $3,116 | $4,662 | -$1,546 | -$1,546 |
| ISHARES CORE MSCI EAFE ETF | P | 2023-03-31 | 2024-04-05 | $1,318 | $1,205 | $113 | $113 |
| ISHARES CORE MSCI EMERGING | P | 2022-06-10 | 2023-09-22 | $2,131 | $2,226 | -$95 | -$95 |
| ISHARES RUSSELL 1000 GRW ETF | P | 2022-06-10 | 2024-03-04 | $2,007 | $1,341 | $666 | $666 |
| ISHARES RUSSELL MIDCAP G ETF | P | 2023-03-31 | 2024-04-05 | $502 | $408 | $94 | $94 |
| METROPOLITAN WEST TOT RET BD I | P | 2020-11-03 | 2024-04-05 | $25,330 | $30,454 | -$5,124 | -$5,124 |
| ISHARES RUSSELL 1000 VALUE ETF | P | 2020-11-03 | 2023-09-22 | $6,361 | $4,956 | $1,405 | $1,405 |
| NUANCE MID CAP VALUE INST | P | 2020-11-03 | 2024-04-05 | $47 | $49 | -$2 | -$2 |
| OAKMARK FUND INSTITUTIONAL | P | 2021-04-09 | 2023-09-22 | $4,680 | $4,194 | $486 | $486 |
| PIMCO LOW DURATION INC I2 | P | 2020-11-03 | 2024-04-19 | $3,176 | $3,361 | -$185 | -$185 |
| WASATCH SM CAP VAL FD | P | 2020-11-03 | 2024-04-19 | $7,129 | $5,623 | $1,506 | $1,506 |
| WESTERN ASSET CORE PLUS BD I | P | 2021-06-04 | 2024-04-19 | $2,076 | $2,739 | -$663 | -$663 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,961 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $74 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $74 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $74 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID J STILLWAGON | IndividualWithBooksNm |
| Phone | 3307584111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8007 E PARKSIDE CT | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 445125346 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID J STILLWAGON | ||||||||
| 8007 E PARKSIDE CT | YOUNGSTOWN | OH | 44512 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NANCY CARSTENSEN | ||||||||
| 1465 LAKE ROGER DR | KENT | OH | 44240 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PAUL K STILLWAGON | ||||||||
| 119 HAWTHORNE DR | WINCHESTER | VA | 22601 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | NONE | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | NONE | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | NONE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $348,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $351,242 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $351,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $345,973 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74 | TotalTaxAmt |
| Distributable Before Adj | $17,225 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,225 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,225 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,387 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $16,387 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,225 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,592 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,387 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,592 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,795 | 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 | $15,430 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FREMONT STREET NURSERY | |||||||
| 533 FREMONT STREET | WINCHESTER | VA | 22601 | N/A | PC | FOR OPERATIONS | $1,000 |
| HENRY & WILLIAM EVANS HOME FOR CHILDREN | |||||||
| 330 E LEICESTER ST | WINCHESTER | VA | 22601 | N/A | PC | FOR OPERATIONS | $1,000 |
| HIGHLAND FOOD PANTRY | |||||||
| 446 HIGHLAND AVE | WINCHESTER | VA | 22601 | N/A | PC | FOR OPERATIONS | $546 |
| KENT HISTORICAL SOCIETY | |||||||
| 237 E MAIN STREET | KENT | OH | 44240 | N/A | PC | FOR OPERATIONS | $450 |
| LAKE ERIE COLLEGE | |||||||
| 391 WEST WASHINGTON STREET | PAINESVILLE | OH | 44077 | N/A | PC | FOR OPERATIONS | $2,150 |
| MAHONING VALLEY HISTORICAL SOCIETY | |||||||
| 648 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PC | FOR OPERATIONS | $3,000 |
| SALVATION ARMY MAHONING VALLEY | |||||||
| 1501 GLENWOOD AVENUE | YOUNGSTOWN | OH | 44511 | N/A | PC | FOR OPERATIONS | $1,864 |
| YORK SYMPHONY ORCHESTRA | |||||||
| 50 N GEORGE STREET | YORK | PA | 17401 | N/A | PC | FOR OPERATIONS | $4,582 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,592 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $10,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$2,961 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,361 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,361 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | THE INCOME PRODUCED FROM THE ACTIVITIES LISTED ENABLED THE ORGANIZATION TO CONTINUE TO PROVIDE CHARITABLE CONTRIBUTIONS TO WORTHY ORGANIZATIONS AS NEEDED. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,695 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,695 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $98,170 | EOYBookValueAmt |
| EOYFMV | $96,747 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $229,868 | EOYBookValueAmt |
| EOYFMV | $273,005 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $4,973 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,973 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE CHARITABLE REGISTRATION | $100 | $0 | $100 |
| PAYMENTS TO US TREASURY | $1,463 | $0 | $0 |
Comments