PEARCE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PEARCE FOUNDATION (EIN 34-6572300)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201741309349101309
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T11:01:01-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346572300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PEARCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAR | BusinessNameControlTxt |
| Phone | 6143319046 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6143319046 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.168.85.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8EF82A289B035A2FA4156474E4F6D371FA1C2D79 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD934AC4464F59FDC9D1C6B8E7887F0AE854655E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,298,177 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $49,301 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $380,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,272 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $82,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,573 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,353 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,677 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,677 | 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 | $800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,088 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $346 | 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 | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,277 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,147 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,147 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,015 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,531 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,192 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,192 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,036,725 | CorporateStockBOYAmt |
| Corporate Stock EOY | $970,962 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,423,773 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $872,784 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $869,254 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $852,212 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,916,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,862,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,298,177 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,916,040 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,862,408 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,916,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,862,408 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,916,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,862,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,916,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,015 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,843 | OtherIncreasesAmt |
| Subtotal | $1,862,868 | SubtotalAmt |
| Other Decreases | $460 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,862,408 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 430. BAXALTA INC | 2009-11-24 | 2016-06-06 | $19,971 | $10,668 | $9,303 | $9,303 | |
| 500. BROADCOM CORP | 2007-11-28 | 2016-02-03 | $27,387 | $13,922 | $13,465 | $13,465 | |
| 375. CONOCOPHILLIPS | 2007-04-04 | 2016-02-03 | $13,781 | $19,777 | -$5,996 | -$5,996 | |
| 100. DEERE & COMPANY | 2013-09-30 | 2016-08-31 | $8,472 | $8,205 | $267 | $267 | |
| .564 DELL TECHNOLOGIES INC CL V | 2015-01-01 | 2016-11-21 | $27 | $27 | |||
| 660. E.M.C. CORP | 2009-11-24 | 2016-09-07 | $19,345 | $11,257 | $8,088 | $8,088 | |
| 50000. FHLB .6% 09/21/2016 | 2012-09-25 | 2016-09-21 | $50,000 | $50,000 | |||
| 677.603 FEDERATED INTERNATIONAL LEADERS FUND | 2014-08-04 | 2016-04-05 | $19,000 | $22,659 | -$3,659 | -$3,659 | |
| 200. GILEAD SCIENCES INC | 2011-06-29 | 2016-04-05 | $18,846 | $4,164 | $14,682 | $14,682 | |
| 400. GILEAD SCIENCES INC | 2011-06-29 | 2016-05-18 | $33,010 | $8,329 | $24,681 | $24,681 | |
| 50000. JP MORGAN CHASE & CO 3.15% 07/05/2016 | 2011-07-12 | 2016-07-05 | $50,000 | $50,542 | -$542 | -$542 | |
| 300. KOHLS CORP | 2014-09-24 | 2016-05-18 | $10,460 | $20,608 | -$10,148 | -$10,148 | |
| 1515.152 PIMCO LOW DURATION INSTITUTIONAL | 2012-07-23 | 2016-09-30 | $15,000 | $15,958 | -$958 | -$958 | |
| 1616.795 PIMCO TOTAL RETURN FUND INSTL CLASS | 2014-02-25 | 2016-09-30 | $16,750 | $17,455 | -$705 | -$705 | |
| 2380.321 PIMCO COMMODITY REAL RETURN STRATEGY FUND - INS #45 | 2014-07-31 | 2016-01-12 | $14,187 | $27,278 | -$13,091 | -$13,091 | |
| .726 SHIRE PLC ADR | 2016-06-06 | 2016-06-21 | $125 | $139 | -$14 | -$14 | |
| 300. SUNCOR ENERGY INC | 2010-03-17 | 2016-04-05 | $7,974 | $9,262 | -$1,288 | -$1,288 | |
| 1106.913 FRANKLIN TEMPLETON GLOBAL BOND FUND - AD | 2007-05-23 | 2016-06-23 | $12,453 | $12,453 | |||
| 1080.108 FRANKLIN TEMPLETON GLOBAL BOND FUND - AD | 2007-05-23 | 2016-09-30 | $12,000 | $12,079 | -$79 | -$79 | |
| 120. V F CORP W/1 RT/SH | 2011-03-04 | 2016-06-15 | $7,468 | $2,860 | $4,608 | $4,608 | |
| 79.75 VANGUARD MID CAP INDEX FUND - ADMIRAL S | 2015-02-09 | 2016-02-09 | $10,376 | $12,254 | -$1,878 | -$1,878 | |
| 72.608 VANGUARD SMALL CAP INDEX - ADMIRAL SHARE | 2014-10-29 | 2016-02-09 | $3,339 | $3,945 | -$606 | -$606 | |
| 240. VODAFONE GROUP PLC - SP ADR | 2010-10-06 | 2016-04-05 | $7,452 | $11,425 | -$3,973 | -$3,973 | |
| .12 BROADCOM LTD | 2007-11-28 | 2016-02-18 | $14 | $16 | -$2 | -$2 | |
| 12. BROADCOM LTD | 2007-11-28 | 2016-04-05 | $1,859 | $1,630 | $229 | $229 | |
| CAPITAL GAIN DIVIDENDS | $888 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,272 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,599 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,387,216 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056383 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $112,085 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,410,162 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046505 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,590 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,285,139 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050583 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,789 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,146,478 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03624 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,347 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,108,304 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042379 | DistributionYr5Rt |
| Total Distribution | 0.23209 | TotalDistributionRt |
| Average Distribution | 0.046418 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,247,531 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,326 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $692 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,018 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $125,424 | 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 | $692 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $692 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $692 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,084 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,084 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $392 | OverpaymentAmt |
| Applied To ES Tax | $392 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6143319046 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
|---|---|---|---|---|---|---|
| HUNTINGTON NATIONAL BANK | ||||||
| 30050 CHAGRIN BLVD | PEPPER PIKE | OH | 44124 | TRUSTEE | 40 | $25,353 |
| ROBERT S MCCULLOCH III | ||||||
| 165 E STATE STREET | SALEM | OH | 44460 | DIRECTOR | 1 | $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 |
| 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 | $2,227,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,281,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,281,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,226 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,247,531 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $692 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $692 | TotalTaxAmt |
| Distributable Before Adj | $111,685 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $111,685 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $111,685 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,424 | 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 | $125,424 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $692 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,732 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,685 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,354 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $125,424 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,354 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,685 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,385 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,385 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,385 | 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 | $1,385 | 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 | CAROL CHAMBERLAIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6143319046 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION STATING PURPOSE OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO ORGANIZATIONS IN THE CITY OF SALEM OR THE STATE OF OHIO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| SALEM CITY SCHOOLS | ||||||||
| 1226 E STATE STREET | SALEM | OH | 44460 | NONE | PC | SUPPORT PROGRAM | $25,000 | |
| YOUNGSTOWN STATE UNIVERSITY | ||||||||
| 410 WICK AVE | YOUNGSTOWN | OH | 44555 | NONE | I | TUITION | $2,467 | FBO TANNER TULLIS |
| UNIVERSITY OF AKRON | ||||||||
| PO BOX 2260 | AKRON | OH | 44309 | NONE | I | TUITION | $5,000 | FBO AUSTIN FIRTH |
| KENT STATE UNIVERSITY | ||||||||
| PO BOX 5190 | KENT | OH | 44242 | NONE | I | TUITION | $1,344 | FBO BRITTANY RING |
| UNIVERSITY OF MOUNT UNION | ||||||||
| 1972 CLARK AVENUE | ALLIANCE | OH | 44601 | NONE | I | TUITION | $3,864 | FBO RACHELLE POWER |
| LAKE ERIE COLLEGE | ||||||||
| 391 W WASHINGTON STREET | PAINESVILLE | OH | 44077 | NONE | I | TUITION | $5,000 | FBO REBECCA ALTHOUSE |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | I | TUITION | $3,472 | FBO TAYLOR VENCE |
| CHURCH WOMEN UNITED | ||||||||
| 265 W 14TH STREET | SALEM | OH | 44460 | NONE | PC | SUPPORT PROGRAM | $5,000 | |
| SALEM COMMUNITY FOUNDATION | ||||||||
| PO BOX 553 | SALEM | OH | 44460 | NONE | PC | VARIOUS PROGRAMS | $21,000 | |
| ALLEGHENY WESLYAN COLLEGE | ||||||||
| 2161 WOODSDALE RD | SALEM | OH | 44460 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SALEM REGIONAL MEDICAL CENTER FDN | ||||||||
| 1995 E STATE ST | SALEM | OH | 44460 | NONE | PC | EXPANSION PLEDGE | $30,000 | ONCOLOGY UNIT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,147 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,301 | 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 | $33,272 | 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 | $82,573 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,573 | 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 | $800 | Amt |
| Net Investment Income | $400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | TRUSTEE FEES | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC 2.65% 02/15/2017 | $50,443 | $50,076 |
| BLACKROCK INFLATION PROTECTED | $102,803 | $96,850 |
| EATON VANCE FLOATING-RATE FUND | $25,000 | $24,400 |
| FFCB 3.15% 01/12/2018 | $51,080 | $50,988 |
| FHLB 0.6% 09/21/2016 | ||
| FHLB 4.125% 03/13/2020 | $48,896 | $53,890 |
| FNMA 0.875% 10/26/2017 | $50,208 | $50,007 |
| GENERAL ELEC CAP CORP 1.625% 0 | $49,887 | $50,164 |
| JP MORGAN CHASE & CO 3.15% 07/ | ||
| ORACLE CORPORATION 2.8% 07/08/ | $51,116 | $50,960 |
| PIMCO LOW DURATION FUND- INSTI | $26,882 | $24,836 |
| PIMCO TOTAL RETURN FUND-INSTIT | $131,172 | $121,258 |
| PNC BANK NA SERIES BKNT 2.2% 0 | $49,977 | $50,264 |
| FRANKLIN TEMPLETON GLOBAL BOND | $26,180 | $27,273 |
| UNITEDHEALTH GROUP INC 2.3% 12 | $50,056 | $50,376 |
| JP MORGAN CHASE & CO 2.4% | $50,660 | $49,541 |
| QUALCOMM INC 3% 05/20/2022 | $104,894 | $101,329 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $20,286 | $21,265 |
| ALPHABET INC - CL A | $16,456 | $19,811 |
| APPLE INC | $26,666 | $34,746 |
| BAXALTA INC | ||
| BAXTER INTERNATIONAL INC W/1 R | $12,519 | $19,066 |
| BERKSHIRE HATHAWAY INC CL B | $13,967 | $16,298 |
| BRISTOL-MYERS SQUIBB CO | $9,793 | $26,298 |
| BROADCOM CORP CL A | ||
| CVS HEALTH CORPORATION | $13,496 | $23,673 |
| CARDINAL HEALTH INC | $14,833 | $28,788 |
| CHURCH & DWIGHT CO INC W/1 RT/ | $12,739 | $26,514 |
| CISCO SYSTEMS | $19,684 | $30,220 |
| COMCAST CORP CL A | $18,689 | $39,359 |
| CONOCOPHILLIPS | ||
| DEERE & CO W/1 RT/SH | ||
| DOW CHEMICAL | $12,644 | $29,754 |
| EMC CORP/MASS | ||
| EBAY INC | $6,710 | $14,845 |
| EMERSON ELECTRIC CO | $16,824 | $16,725 |
| EXXON MOBIL CORP | $27,711 | $34,299 |
| FEDERATED INTERNATIONAL LEADER | $92,420 | $81,256 |
| FIRST EAGLE OVERSEAS FUND-CLAS | $36,725 | $34,936 |
| GENERAL ELECTRIC CO | $7,744 | $31,600 |
| GILEAD SCIENCEES INC | ||
| HARBOR INTERNATIONAL FUND | $5,024 | $4,130 |
| HOME DEPOT INC | $17,900 | $33,520 |
| HONEYWELL INTERNATIONAL INC | $9,512 | $11,585 |
| JP MORGAN CHASE&CO | $4,714 | $11,218 |
| KLA-TENCOR CORP | $11,963 | $19,670 |
| KOHLS CORP | ||
| THE KROGER CO | $10,066 | $31,059 |
| MICROSOFT CORP | $5,785 | $12,428 |
| NEXTERA ENERGY INC | $9,804 | $11,946 |
| NUCOR CORP W/1 RT/SH | $15,402 | $15,475 |
| ORACLE CORPORATION | $13,351 | $26,915 |
| OPPENHEIMER DEVELOPING MARKETS | $19,742 | $20,712 |
| PNC FINANCIAL SERVICES | $25,939 | $46,784 |
| PARKER HANNIFIN CORP | $11,240 | $21,000 |
| PAYPAL HOLDINGS INC | $9,885 | $19,735 |
| PEPSICO INC | $16,098 | $31,389 |
| PIMCO COMMODITY REAL RETURN ST | ||
| PRUDENTIAL FINANCIAL INC | $8,613 | $15,609 |
| QUALCOMM INC | $7,680 | $6,520 |
| SCHLUMBERGER LTD | $5,625 | $8,395 |
| SEMPRA ENERGY | $17,298 | $33,211 |
| SMUCKER (J/M.) CO THE-NEW COM | $10,243 | $12,806 |
| STARBUCKS CORP | $17,331 | $16,656 |
| STATE STREET CORP | $15,492 | $31,865 |
| SUNCOR ENERGY INC | $5,727 | $6,538 |
| TEXAS INSTRUMENTS INC | $28,401 | $43,782 |
| 3M COMPANY | $13,222 | $26,786 |
| UNION PACIFIC CORP | $10,799 | $10,368 |
| UNITED TECHNOLOGIES CORP | $5,070 | $10,962 |
| V F CORP | $10,178 | $21,340 |
| VALERO ENERGY CORP | $20,558 | $53,290 |
| VANGUARD MID CAP INDEX FUND-AD | $36,681 | $38,896 |
| VANGUARD SMALL CAP INDEX-ADMIR | $11,555 | $13,354 |
| VERIZON COMMUNICATIONS | $20,887 | $21,352 |
| VIACOM INC CLASS B | $9,796 | $7,020 |
| VODAFONE GROUP PLC-SP ADR | ||
| WELLS FARGO&CO | $27,352 | $55,110 |
| MEDTRONIC PLC | $35,304 | $33,478 |
| ACE LIMITED | ||
| ADVANSIX INC | $51 | $89 |
| CHUBB LIMITED | $19,265 | $40,957 |
| DELL TECHNOLOGIES INC CL V | $3,446 | $4,013 |
| FIDELITY REAL ESTATE INCOME FU | $10,000 | $10,252 |
| FORD MOTOR CO | $12,580 | $12,130 |
| GATEWAY FUND - CLASS Y | $19,715 | $21,243 |
| LOCKHEED MARTIN CORPORATION | $9,671 | $9,998 |
| SHIRE PLC ADR | $12,091 | $10,734 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2016 INCOME POSTED IN 2017 | Desc |
| Amt | $460 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2015 TRANSACTIONS POSTED IN 2016 | $613 |
| RETURN OF CAPITAL | $3,230 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $742 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $288 | $288 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $58 | $58 | $0 |
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