BETA

JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION (EIN 31-6567000)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201701329349100800
Schema version
2016v3.0
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)
Return2017-05-12T07:48:20-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341667340PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PACKER THOMASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16601 WESTFORD PLACE SUITE 101AddressLine1Txt
CityCANFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44406ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316567000EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE MILLICHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3307401225PhoneNum
Signature2017-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN COMMONSPreparerPersonNm
PTINP00443330PTIN
Phone3305339777PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.23.5.147IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-04IPDt
IP Tm14:08:46IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id748CD6AB7D79731EDDF0B686DF0CBE7B7D681844AtSubmissionCreationDeviceId
At Submission Filing Device IdED0A7EF2D1A1F0EB3CE917B42061620D16461B94AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,225,484FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$182InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$182InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$160,091DividendsRevAndExpnssAmt
Dividends Net Invst Incm$160,091DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$117,624NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,608,736GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$117,624CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$278,147TotalRevAndExpnssAmt
Total Net Invst Incm$277,897TotalNetInvstIncmAmt
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$6,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,900AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$56,363OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$56,363OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,825TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,825TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,500OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,500OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$69,588TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$69,588TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$424,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$424,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$493,838TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$69,588TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$424,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$215,691ExcessRevenueOverExpensesAmt
Net Investment Income$208,309NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$330,710CashBOYAmt
Cash EOY$132,182CashEOYAmt
Cash EOYFMV$132,182CashEOYFMVAmt
US Government Obligations BOY$914,849USGovernmentObligationsBOYAmt
US Government Obligations EOY$969,374USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$969,374USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,220,209CorporateStockBOYAmt
Corporate Stock EOY$2,957,589CorporateStockEOYAmt
Corporate Stock EOYFMV$2,957,589CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,108,065CorporateBondsBOYAmt
Corporate Bonds EOY$1,347,341CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,347,341CorporateBondsEOYFMVAmt
Other Investments BOY$1,607,094OtherInvestmentsBOYAmt
Other Investments EOY$1,818,998OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,818,998OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,180,927TotalAssetsBOYAmt
Total Assets EOY$7,225,484TotalAssetsEOYAmt
Total Assets EOYFMV$7,225,484TotalAssetsEOYFMVAmt
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$7,180,927RetainedEarningBOYAmt
Retained Earning EOY$7,225,484RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,180,927TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,225,484TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,180,927TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,225,484TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,180,927TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$215,691ExcessRevenueOverExpensesAmt
Other Increases$260,248OtherIncreasesAmt
Subtotal$7,225,484SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,225,484TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
6230 SHS CORNING INCP2016-01-132016-01-19$107,758$132,508-$24,750-$24,750
544 SHS ANALOG DEVICESP2016-01-202016-01-25$27,240$31,374-$4,134-$4,134
383 SHS SPDR S&P REGINAL BANKING ETFP2016-01-202016-01-25$13,440$14,917-$1,477-$1,477
600 SHS VALERO ENERGY CORP NEWP2016-01-202016-01-25$38,367$21,953$16,414$16,414
370 SHS CONSTELLATION BRANDS INCP2016-01-272016-02-01$54,776$32,565$22,211$22,211
89 SHS GOLDMAN SACHS GROUP INCP2016-02-052016-02-10$13,912$15,761-$1,849-$1,849
256 SHS ANALOG DEVICES INCP2016-02-102016-02-16$12,729$17,464-$4,735-$4,735
1078 SHS CERNER CORPP2016-02-102016-02-16$58,908$67,353-$8,445-$8,445
452 SHS CUMMINS INCP2016-02-162016-02-19$44,961$63,906-$18,945-$18,945
557 SHS DARDEN RESTAURANTS INCP2016-02-242016-02-29$34,358$22,660$11,698$11,698
148 SHS DISNEY WALT COP2016-02-242016-02-29$13,868$12,478$1,390$1,390
164 SHS CVS HEALTH CORPP2016-03-162016-03-21$16,486$12,200$4,286$4,286
217 SHS COGNIZANT TECH SOLUTIONSP2016-03-162016-03-21$12,506$11,619$887$887
14453.146 SHS BLACKROCK GNMA INSTITUTIONALP2016-03-312016-04-01$142,653$143,496-$843-$843
1432 SHS ACTIVISION BLIZZARD INCP2016-04-062016-04-11$48,329$53,529-$5,200-$5,200
60.758 SHS CALIFORNIA RESOURCES CORPP2016-04-072016-04-12$67$81-$14-$14
1133 SHS DARDEN RESTAURANTS INCP2016-04-072016-04-12$73,237$47,786$25,451$25,451
205 SHS EASTMAN CHEMICAL COP2016-04-072016-04-12$14,518$16,140-$1,622-$1,622
200 SHS HCA HOLDINGS INCP2016-04-152016-04-20$14,515$9,984$4,531$4,531
1790 SHS CBRE GROUP INCP2016-04-292016-05-04$53,359$60,296-$6,937-$6,937
162 SHS JOHNSON & JOHNSONP2016-05-112016-05-16$18,556$10,535$8,021$8,021
394 SHS EXXON MOBIL CORPP2016-05-202016-05-25$35,351$28,837$6,514$6,514
139 SHS PEPSICO INCP2016-05-202016-05-25$13,998$12,862$1,136$1,136
500 SHS QUANTA SERVICES INCP2016-05-202016-05-25$10,739$15,165-$4,426-$4,426
945 SHS TJX COMPANIES INCP2016-05-262016-06-01$71,853$55,945$15,908$15,908
1053.741 SHS FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND ISP2016-06-152016-06-16$10,000$10,969-$969-$969
93 SHS FEDEX CORPP2016-06-142016-06-17$14,811$15,280-$469-$469
79 SHS JOHNSON & JOHNSONP2016-06-142016-06-17$9,218$4,746$4,472$4,472
90 SHS TRAVELERS COMPANIES INCP2016-06-142016-06-17$10,115$7,847$2,268$2,268
638 SHS TYSON FOODS INCP2016-06-142016-06-17$38,426$24,381$14,045$14,045
649 SHS OCCIDENTAL PETROLEUM CORPP2016-06-152016-06-20$48,568$50,646-$2,078-$2,078
821 SHS EASTMAN CHEMICAL COP2016-06-292016-07-05$54,910$63,350-$8,440-$8,440
231 SHS VISA INCP2016-07-072016-07-12$17,330$15,284$2,046$2,046
300 SHS CONSTELLATION BRANDS INCP2016-07-152016-07-20$46,517$26,404$20,113$20,113
359 SHS GOLDMAN SACHS INCP2016-07-192016-07-22$57,826$61,077-$3,251-$3,251
458 SHS TYSON FOODS INCP2016-07-212016-07-26$32,435$17,502$14,933$14,933
1157 SHS GENERAL ELECTRIC COP2016-08-182016-08-23$36,037$28,828$7,209$7,209
800 SHS ANALOG DEVICES INCP2016-08-232016-08-26$47,862$51,939-$4,077-$4,077
300 SHS NEXTERA ENERGY INCP2016-08-252016-08-30$36,937$32,034$4,903$4,903
630 SHS VERIZON COMMUNICATIONSP2016-08-302016-09-02$32,830$29,613$3,217$3,217
934 SHS CVS HEALTH CORPP2016-08-312016-09-06$86,723$75,631$11,092$11,092
1258 SHS NATIONAL OILWELL VARCO INCP2016-09-142016-09-19$40,916$76,881-$35,965-$35,965
427 SHS TRAVELERS COMPANIES INCP2016-09-282016-10-03$48,925$37,230$11,695$11,695
136 SHS APPLE COMPUTER INCP2016-10-062016-10-12$15,477$9,745$5,732$5,732
406 SHS COGNIZANT TECH SOLUTIONSP2016-10-062016-10-12$20,725$25,893-$5,168-$5,168
80 SHS NEXTERA ENERGY INCP2016-10-062016-10-12$9,459$8,542$917$917
700 SHS TYSON FOODS INCP2016-10-212016-10-26$49,194$28,563$20,631$20,631
FRACTIONAL SHARE ADVANSIX INCP2016-10-26$3$3$0$0
97 SHS TYSON FOODS INCP2016-10-282016-11-02$6,763$3,707$3,056$3,056
911 SHS CARDINAL HEALTH INCP2016-11-092016-11-15$62,421$71,809-$9,388-$9,388
1013.722 SHS JPMORGAN SMALL CAP CORE FUND SELECTP2016-11-172016-11-18$53,636$53,664-$28-$28
648 SHS VERIZON COMMUNICATIONSP2016-12-012016-12-06$32,235$29,859$2,376$2,376
DREYFUS STANDISH GLOBAL FIXED INCOME CLASS IP2016-06-16$15,000$14,806$194$194
DREYFUS STANDISH GLOBAL FIXED INCOME CLASS IP2016-10-31$147,421$144,712$2,709$2,709
FEDERAL FARM CREDIT BANKP2016-06-24$99,404$99,308$96$96
FEDERAL FARM CREDIT BANKP2016-09-08$25,000$25,336-$336-$336
FEDERAL NATIONAL MORTGAGE ASSOCP2016-07-18$50,000$50,000$0$0
FEDERAL NATIONAL MORTGAGE ASSOCP2016-06-20$96,890$96,890$0$0
JP MORGAN MORTGAGE BACKED SECURITIES SELECTP2016-12-16$79$79$79
US TREASURY STRIPPEDP2016-08-15$147,851$147,851$0$0
WELLS FARGO & COP2016-06-15$100,000$101,597-$1,597-$1,597
ANALOG DEVICESP2016-06-17$1,472$1,472$1,472
APPLE COMPUTER INCP2016-02-19$502$502$502
APPLE COMPUTER INCP2016-10-21$502$5,770-$5,268-$5,268
HCA HOLDINGSP2016-02-19$408$408$408
HONEYWELL INTERNATIONAL INCP2016-03-18$32$32$32
NUCOR CORPP2016-07-15$404$1,776-$1,372-$1,372
NUCOR CORPP2016-10-21$1,575$1,575$1,575
QAUNTA SERVICES INCP2016-02-19$623$623$623
VALERO ENERGY CORPP2016-01-15$1,572$1,572$1,572
VISA INCP2016-09-16$924$924$924
FEDEX CORPP2016-10-27$14,212$13,748$464$464
JP MORGAN SMALL CAP CORE SELECTP2016-12-29$16,486$16,477$9$9
CAPITAL GAINS DIVIDENDSP$21,596$21,596$21,596
FieldValueIRS element (for citing)
Capital Gain Net Income$117,624CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$401,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,179,640NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055922DistributionYr1Rt
Adjusted Qlfy Distri Yr2$381,175AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,821,560NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055878DistributionYr2Rt
Adjusted Qlfy Distri Yr3$368,550AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,259,799NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070069DistributionYr3Rt
Adjusted Qlfy Distri Yr4$101,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,071,648NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.024806DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,800,287NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.206675TotalDistributionRt
Average Distribution0.041335AverageDistributionRt
Net Vl Noncharitable Assets$7,110,651NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$293,919AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,083NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$296,002AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$424,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,083InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,083SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,083TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,880EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,880TotalPaymentsAndCreditsAmt
Overpayment$3,797OverpaymentAmt
Applied To ES Tax$3,797AppliedToESTaxAmt
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 BooksGEORGE MILLICHIndividualWithBooksNm
Phone3307401225PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonFARMERS TRUST COMPANY GEORGE MILLICPersonNm

US Address USAddress

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,962,646AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$256,289AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,218,935TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,218,935AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$108,284CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,110,651NetVlNoncharitableAssetsAmt
Minimum Investment Return$355,533MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$355,533MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,083TaxBasedOnInvestmentIncomeAmt
Total Tax$2,083TotalTaxAmt
Distributable Before Adj$353,450DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$353,450DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$353,450DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$424,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$424,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,083PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$422,167AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$353,450DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$22,694ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$22,694TotalExcessDistributionCyovAmt
Qualifying Distributions$424,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$353,450AppliedToCurrentYearAmt
Remaining Distri From Corpus$70,800RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$93,494TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$93,494ExcessDistriCyovToNextYrAmt
Excess From Year1$22,694ExcessFromYear1Amt
Excess From Current Year$70,800ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFARMERS TRUST CO TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS AND GIRLS CLUB OF YOUNGSTOWN
2105 OAK HILL AVEYOUNGSTOWNOH44507N/APUBLIC CHARITYCHARITABLE$5,000
CANFIELD LOCAL SCHOOL DISTRICT
100 WADSWORTH STCANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$12,750
CANFIELD PRESBYTERIAN CHURCH
140 W MAIN STREETCANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$3,500
ITALIAN HERITAGE FOUNDATION
20 W FEDERAL STREETYOUNGSTOWNOH44503N/APUBLIC CHARITYCHARITABLE$1,000
KENT STATE UNIVERSITY
800 E SUMMIT STKENTOH44240N/APUBLIC CHARITYCHARITABLE$86,000
SALEM REGIONAL MEDICAL CENTER
1995 E STATE STSALEMOH44460N/APUBLIC CHARITYCHARITABLE$6,000
THE PUBLIC LIBRARY OF YOUNGSTOWN
305 WICK AVENUEYOUNGSTOWNOH44503N/APUBLIC CHARITYCHARITABLE$20,000
VFW MEANDER POST #9571
11397 ELLSWORTH RDNORTH JACKSONOH44451N/APUBLIC CHARITYCHARITABLE$5,000
WESTERN RESERVE LOCAL SCHOOL
13850 W AKRON-CANIELD RDBERLIN CENTEROH44401N/APUBLIC CHARITYCHARITABLE$10,000
YOUNGSTOWN STATE UNIVERSITY
1 UNIVERSITY PLAZAYOUNGSTOWNOH44555N/APUBLIC CHARITYCHARITABLE$150,000
AKRON CHILDREN'S HOSPITAL
214 W BOWERY STAKRONOH44308N/APUBLIC CHARITYCHARITABLE$1,000
AMERICAN LEGION AUXILIARY
1100 BRANDYWINE BLVD SUITE DZANESVILLEOH43701N/APUBLIC CHARITYCHARITABLE$500
AMERICAN LEGION POST 177
P O BOX 53CANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$1,000
BEATITUDE HOUSE
238 TOD LANEYOUNGSTOWNOH44504N/APUBLIC CHARITYCHARITABLE$25,000
CAFE AUGUSTINE
3730 MARKET STYOUNGSTOWNOH44507N/APUBLIC CHARITYCHARITABLE$2,000
DOROTHY DAY HOUSE
620 BELMONT AVEYOUNGSTOWNOH44502N/APUBLIC CHARITYCHARITABLE$3,000
ELLSWORTH PRESBYTERIAN CHURCH
US-224BERLIN CENTEROH44401N/APUBLIC CHARITYCHARITABLE$7,500
JOANIE ABDU CENTER
1044 BELMONT AVEYOUNGSTOWNOH44504N/APUBLIC CHARITYCHARITABLE$7,500
MILLCREEK METROPARKS
7574 COLUMBIANA-CANFIELD RDCANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$5,000
SALVATION ARMY OF YOUNGSTOWN
1501 GLENWOOD AVEYOUNGSTOWNOH44511N/APUBLIC CHARITYCHARITABLE$1,000
THE PIGGYBACK FOUNDATION
31 E MAIN STNORWALKOH44857N/APUBLIC CHARITYCHARITABLE$1,500
THE SALEM CEMETERY FOUNDATION
1399 FRANKLIN AVESALEMOH44460N/APUBLIC CHARITYCHARITABLE$5,000
THE SILVER LINING CANCER FUND
565 E MAIN STCANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$2,500
THE YSU FOUNDATION
1 UNIVERSITY PLAZAYOUNGSTOWNOH44555N/APUBLIC CHARITYCHARITABLE$10,000
WAR VET'S MUSEUM
23 E MAIN STCANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$10,000
YOUNGSTOWN NEIGHBORHOOD
820 CANFIELD RDYOUNGSTOWNOH44511N/APUBLIC CHARITYCHARITABLE$2,500
YSU FOUNDATION
1 UNIVERSITY PLAZAYOUNGSTOWNOH44455N/APUBLIC CHARITYCHARITABLE$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$424,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$182ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160,091ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$117,624ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$277,897ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$277,897TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,900Amt
Net Investment Income$6,900NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100,000 SHS STATOIL ASA NOTE$101,139$101,139
100,000 SHS COCA COLA CO 1.650%$100,340$100,340
100,000 SHS BERKSHIRE HATHAWAY FINANCE CORP 3.000%$101,893$101,893
100,000 SHS DEERE JOHN CAPITAL CORP$98,853$98,853
100,000 DISNEY WALT CO 2.750 %$101,798$101,798
100,000 AT&T INC 1.400%$99,780$99,780
100,000 PHILIP MORRIS INTL INC 3.250%$100,678$100,678
100,000 MERCK & CO INC 1.300%$99,896$99,896
100,000 UNITEDHEALTH GROUP INC 2.700%$101,505$101,505
100,000 BERKSHIRE HATHAWAY INC 3.000%$101,179$101,179
100000 CHEVRON CORP 1.561%$99,589$99,589
17330.082 JP MORGAN MORTGAGE BACKED SECURITIES SELECT$193,230$193,230
CORPORATE BONDS$0$0
50000 ORACLE CORP$47,461$47,461

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1943 SHS MICROSOFT CORPORATION$118,158$118,158
2190 SHS QUANTA SERVICES INC$73,642$73,642
667 APPLE COMPUTER INC$76,732$76,732
842 DISNEY WALT CO$87,753$87,753
399 FEDEX CORP$74,294$74,294
2248 GENERAL ELECTRIC$71,037$71,037
955 HONEYWELL INTERNATIONAL INC$110,563$110,563
844 JOHNSON & JOHNSON$97,216$97,216
1898 NUCOR CORP$110,749$110,749
679 PEPSICO INC$71,036$71,036
591 TRAVELERS COMPANIES INC$72,350$72,350
972 VERIZON COMMUNICATIONS$51,885$51,885
497 AMGEN INC$72,666$72,666
455 BARD C R INC$102,220$102,220
844 CME GROUP INC$97,355$97,355
4548 CISCO SYS INC$137,441$137,441
825 COGNIZANT TECH SOLUTIONS$46,225$46,225
801 EXXON MOBIL CORP$72,298$72,298
2243 GLAXOSMITHKLINE PLC$86,378$86,378
5085 HOST HOTELS & RESORTS INC$95,801$95,801
320 NEXTERA ENERGY INC$38,227$38,227
1976 PUBLIC SERVICE ENTERPRISE GROUP$86,707$86,707
390 TYSON FOODS INC$24,055$24,055
1,133 VISA INC$88,295$88,295
1127 WAL MART STORES$77,898$77,898
565 SMUCKER JM CO NEW$72,354$72,354
800 LAUDER ESTEE COS INC$61,192$61,192
472 LABORATORY CORP OF AMERICA HOLDINGS$60,595$60,595
2099 HP INC$31,149$31,149
1316 FRANKLIN RESOURCES INC$52,087$52,087
3955 FORD MTR CO DEL$47,974$47,974
658 CHEVRON CORP$77,447$77,447
953 CAPITAL ONE FINANCIAL CORP$83,140$83,140
860 BAKER HUGHES INC$55,874$55,874
1100 CONOCOPHILLIPS$55,154$55,154
115 ALPHABET INC CI A$91,132$91,132
38 ADVANSIX INC$841$841
1335 TE CONNECTIVITY LTD REG SHS$92,489$92,489
1188 MICHAEL KORS HOLDINGS LTD$51,060$51,060
1121 INGERSOLL-RAND PLC$84,120$84,120
COMMON STOCK$0$0

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$917,763USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$917,763USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$51,611StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$51,611StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
9011.344 SHS GOLDMAN SACH SMALL/MIDFMV$177,163$177,163
33,291.497 IVY INTERNATIONAL CORE EQUITY INSTLFMV$556,967$556,967
3354.114 JPMORGAN SMALL CAP COREFUND SELECTFMV$168,343$168,343
13651.195 PIMCO COMMODITY REAL RETURN STRATEGY INSTITUTIONALFMV$97,743$97,743
2236 SPDR S&P REGIONAL BANKING ETFFMV$124,255$124,255
985.852 VANGUARD REIT INDEX FUND ADMIRAL SHARESFMV$115,217$115,217
19614.061 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND ISFMV$193,395$193,395
4847.721 GOLDMAN SACHS INTERNATIONAL SMALL/MID CAP INSIGHTS FUND INSTLFMV$50,416$50,416
15218.98 PIMCO FOREIGN BOND FUND (UNHEDGED) INSTLFMV$140,167$140,167
672 SPDR MATERIAL SELECT ETFFMV$33,398$33,398
1428 SPDR CONSUMER DISCRETIONARY ETFFMV$116,239$116,239
OTHER INVESTMENTSFMV$0$0
380 ISHARES US TECHNOLOGY ETF SECTOR INDEXFMV$45,695$45,695

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCOMMITTEE EXPENSEDesc
Revenue And Expenses Per Books$2,500RevenueAndExpensesPerBooksAmt
Net Investment Income$2,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED DEPRECIATION ON INVESTMENTSDesc
Amt$260,248Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$56,363Amt
Net Investment Income$56,363NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$3,825Amt
Net Investment Income$3,825NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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