PEARCE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PEARCE FOUNDATION (EIN 34-6572300)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-04-27
- IRS object ID
- 201611189349100006
- Schema version
- 2015v2.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-27T13:00:53-04:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-04-25 | 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 | 2016-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,321,475 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $57,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,588 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $291,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,993 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $122,581 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,581 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,314 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,657 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,657 | 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 | $935 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $292 | 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 | $204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $204 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,261 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,420 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,673 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,092 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,228 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,508 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,531 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,531 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $975,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,036,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,459,600 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $931,805 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $872,784 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $855,344 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,943,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,916,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,321,475 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,943,851 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,916,040 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,943,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,916,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,943,851 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,916,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,943,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,092 | ExcessRevenueOverExpensesAmt |
| Other Increases | $898 | OtherIncreasesAmt |
| Subtotal | $1,916,657 | SubtotalAmt |
| Other Decreases | $617 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,916,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. ARCHER DANIELS MIDLAND CO | 2011-01-07 | 2015-04-01 | $4,757 | $3,170 | $1,587 | $1,587 | |
| 200. ARCHER DANIELS MIDLAND CO | 2015-08-19 | $9,332 | $6,386 | $2,946 | $2,946 | ||
| 150. BALL CORP W/1 RT/SH | 2015-10-02 | $9,569 | $10,181 | -$612 | -$612 | ||
| 110. CENTURYTEL INC | 2012-12-26 | 2015-04-01 | $3,813 | $4,317 | -$504 | -$504 | |
| 70. CHURCH & DWIGHT CO INC | 2011-03-29 | 2015-08-19 | $6,263 | $2,814 | $3,449 | $3,449 | |
| 70. EXXON MOBIL CORP COM | 2009-08-05 | 2015-10-02 | $5,240 | $4,902 | $338 | $338 | |
| 50000. FNMA .5% 09/28/2015 | 2012-09-25 | 2015-09-28 | $50,000 | $50,066 | -$66 | -$66 | |
| 100. GENERAL ELECTRIC CO | 1988-04-25 | 2015-04-01 | $2,472 | $344 | $2,128 | $2,128 | |
| 70.052 HARBOR INTERNATIONAL FUND | 2013-11-29 | 2015-10-07 | $4,469 | $4,976 | -$507 | -$507 | |
| 2384.759 RATIONAL SITUS FUND III | 2009-01-30 | 2015-02-09 | $48,530 | $25,636 | $22,894 | $22,894 | |
| 50. INTERNATIONAL BUSINESS MACHINES CORP | 2012-07-23 | 2015-08-04 | $7,918 | $9,468 | -$1,550 | -$1,550 | |
| 50000. COCA COLA ENTERPRISES 2.125% 09/15/2015 | 2012-03-13 | 2015-09-15 | $50,000 | $51,307 | -$1,307 | -$1,307 | |
| 200. KROGER CO COM | 2011-01-07 | 2015-04-01 | $15,256 | $4,362 | $10,894 | $10,894 | |
| 200. KROGER CO COM | 2011-01-07 | 2015-08-19 | $7,429 | $2,181 | $5,248 | $5,248 | |
| 470. MEDTRONIC INC. | 2015-01-29 | $35,304 | $23,364 | $11,940 | $11,940 | ||
| 829.146 PIMCO LOW DURATION INSTITUTIONAL | 2012-07-23 | 2015-08-19 | $8,250 | $8,764 | -$514 | -$514 | |
| 70. PEPSICO INC | 2004-01-26 | 2015-08-19 | $6,913 | $3,233 | $3,680 | $3,680 | |
| 250. VIACOM INC CLASS B | 2012-07-23 | 2015-10-02 | $10,928 | $11,395 | -$467 | -$467 | |
| CAPITAL GAIN DIVIDENDS | $5,416 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,993 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $112,085 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,410,162 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046505 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,590 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,285,139 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050583 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $77,789 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,146,478 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03624 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,347 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,108,304 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042379 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,283 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,901,381 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044327 | DistributionYr5Rt |
| Total Distribution | 0.220034 | TotalDistributionRt |
| Average Distribution | 0.044007 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,387,216 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $105,054 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,082 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $106,136 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,681 | 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 | $1,082 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,082 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,082 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,424 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,424 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $342 | OverpaymentAmt |
| Applied To ES Tax | $342 | 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 | $26,414 |
| ROBERT S MCCULLOCH III | ||||||
| 165 E STATE STREET | SALEM | OH | 44460 | DIRECTOR | 1 | $900 |
| 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 | $2,384,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,423,570 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,423,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,387,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,082 | TotalTaxAmt |
| Distributable Before Adj | $118,279 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $118,279 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $118,279 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,681 | 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 | $135,681 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,082 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $134,599 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,279 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,756 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | 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 | $135,681 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,756 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,925 | 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 | $12,354 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| CHURCH WOMAN UNITED OF SALEM | ||||||||
| 265 W 14TH STREET | SALEM | OH | 44460 | NONE | PC | SUPPORT PROGRAM | $5,000 | |
| SALEM HISTORICAL SOCIETY | ||||||||
| 208 S BROADWAY AVE | SAMEM | OH | 44460 | NONE | PC | SUPPORT PROGRAM | $1,800 | |
| SALEM COMMUNITY FOUNDATION | ||||||||
| PO BOX 553 | SALEM | OH | 44460 | NONE | PC | SUPPORT PROGRAM | $14,000 | |
| DAMASCUS HISTORICAL SOCIETY | ||||||||
| 208 S BROADWAY AVE | SALEM | OH | 44460 | NONE | PC | SUPPORT PROGRAM | $5,800 | |
| SALEM RENAISSANCE INC | ||||||||
| PO BOX 444 | SALEM | OH | 44460 | NONE | PC | SUPPORT PROGRAM | $6,000 | |
| UNIVERSITY OF AKRON | ||||||||
| PO BOX 2260 | AKRON | OH | 44309 | NONE | PC | SUPPORT PROGRAM | $5,000 | |
| ALLEGHENY WESLYAN COLLEGE | ||||||||
| 2161 WOODSDALE RD | SALEM | OH | 44460 | NONE | PC | EDUCATIONAL | $20,000 | |
| MOUNT UNION COLLEGE | ||||||||
| 1972 CLARK AVE | ALLIANCE | OH | 44601 | NONE | EXEMPT | EDUCATIONAL | $11,000 | |
| KENT STATE UNIVERSITY | ||||||||
| PO BOX 5190 | KENT | OH | 44242 | NONE | PC | GENERAL SUPPORT | $9,820 | |
| BLUFFTON UNIVERSITY | ||||||||
| 1 UNIVERSITY DR | BLUFFTON | OH | 45817 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| SALEM REGIONAL MEDICAL CENTER | ||||||||
| 1995 E STATE ST | SALEM | OH | 44460 | NONE | PC | EXPANSION PLEDGE 1 OF 4 | $35,000 | ONCOLOGY UNIT |
| DAWN M BERRY | ||||||||
| 28277 SPEIDEL ROAD | E ROCHESTER | OH | 44625 | NONE | I | SCHOLARSHIP | $4,000 | THE OHIO STATE UNIVERSITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,420 | 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 | $57,588 | 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 | $64,993 | 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 | $122,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,581 | 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 |
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 | $50,659 |
| BLACKROCK INFLATION PROTECTED | $102,803 | $94,114 |
| EATON VANCE FLOATING-RATE FUND | $25,000 | $22,928 |
| FFCB 3.15% 01/12/2018 | $51,080 | $51,983 |
| FHLB 0.6% 09/21/2016 | $50,000 | $50,007 |
| FHLB 4.125% 03/13/2020 | $48,896 | $54,792 |
| FNMA 0.875% 10/26/2017 | $50,208 | $49,794 |
| GENERAL ELEC CAP CORP 1.625% 0 | $49,887 | $50,164 |
| JP MORGAN CHASE & CO 3.15% 07/ | $50,542 | $50,517 |
| ORACLE CORPORATION 2.8% 07/08/ | $51,116 | $50,646 |
| PIMCO LOW DURATION FUND- INSTI | $42,897 | $39,801 |
| PIMCO TOTAL RETURN FUND-INSTIT | $148,714 | $138,023 |
| PNC BANK NA SERIES BKNT 2.2% 0 | $49,977 | $50,164 |
| FRANKLIN TEMPLETON GLOBAL BOND | $51,165 | $51,509 |
| UNITEDHEALTH GROUP INC 2.3% 12 | $50,056 | $50,243 |
| COCA COLA ENTERPRISES 2.125% 0 | ||
| FNMA 0.5% 09/28/2015 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $20,286 | $17,205 |
| ALPHABET INC - CL A | $16,456 | $19,450 |
| APPLE INC | $18,264 | $22,105 |
| BAXALTA INC | $10,668 | $16,783 |
| BAXTER INTERNATIONAL INC W/1 R | $12,519 | $16,405 |
| BERKSHIRE HATHAWAY INC CL B | $13,967 | $13,204 |
| BRISTOL-MYERS SQUIBB CO | $9,793 | $30,956 |
| BROADCOM CORP CL A | $13,922 | $28,910 |
| CVS HEALTH CORPORATION | $13,496 | $29,331 |
| CARDINAL HEALTH INC | $14,833 | $35,708 |
| CHURCH & DWIGHT CO INC W/1 RT/ | $12,739 | $25,464 |
| CISCO SYSTEMS | $19,684 | $27,155 |
| COMCAST CORP CL A | $18,689 | $32,165 |
| CONOCOPHILLIPS | $19,777 | $17,509 |
| DEERE & CO W/1 RT/SH | $8,205 | $7,627 |
| DOW CHEMICAL | $12,644 | $26,770 |
| EMC CORP/MASS | $11,257 | $16,949 |
| EBAY INC | $6,710 | $13,740 |
| EMERSON ELECTRIC CO | $16,824 | $14,349 |
| EXXON MOBIL CORP | $14,006 | $15,590 |
| FEDERATED INTERNATIONAL LEADER | $115,079 | $106,485 |
| FIRST EAGLE OVERSEAS FUND-CLAS | $36,725 | $34,248 |
| GENERAL ELECTRIC CO | $7,744 | $31,150 |
| GILEAD SCIENCEES INC | $12,493 | $60,714 |
| HARBOR INTERNATIONAL FUND | $5,024 | $4,203 |
| HOME DEPOT INC | $11,543 | $26,450 |
| HONEYWELL INTERNATIONAL INC | $9,563 | $10,357 |
| JP MORGAN CHASE&CO | $4,714 | $8,584 |
| KLA-TENCOR CORP | $11,963 | $17,338 |
| KOHLS CORP | $20,608 | $14,289 |
| THE KROGER CO | $10,066 | $37,647 |
| MICROSOFT CORP | $5,785 | $11,096 |
| NEXTERA ENERGY INC | $9,804 | $10,389 |
| NUCOR CORP W/1 RT/SH | $15,402 | $10,478 |
| ORACLE CORPORATION | $13,351 | $25,571 |
| OPPENHEIMER DEVELOPING MARKETS | $19,742 | $19,429 |
| PNC FINANCIAL SERVICES | $25,939 | $38,124 |
| PARKER HANNIFIN CORP | $11,240 | $14,547 |
| PAYPAL HOLDINGS INC | $9,885 | $18,100 |
| PEPSICO INC | $16,098 | $29,976 |
| PIMCO COMMODITY REAL RETURN ST | $27,278 | $15,020 |
| PRUDENTIAL FINANCIAL INC | $8,613 | $12,212 |
| QUALCOMM INC | $7,680 | $4,999 |
| SCHLUMBERGER LTD | $5,625 | $6,975 |
| SEMPRA ENERGY | $17,298 | $31,023 |
| SMUCKER (J/M.) CO THE-NEW COM | $5,141 | $7,400 |
| STARBUCKS CORP | $17,331 | $18,009 |
| STATE STREET CORP | $15,492 | $27,208 |
| SUNCOR ENERGY INC | $14,989 | $12,900 |
| TEXAS INSTRUMENTS INC | $24,135 | $29,049 |
| 3M COMPANY | $13,222 | $22,596 |
| UNION PACIFIC CORP | $10,799 | $7,820 |
| UNITED TECHNOLOGIES CORP | $5,070 | $9,607 |
| V F CORP | $13,038 | $32,370 |
| VALERO ENERGY CORP | $20,558 | $55,154 |
| VANGUARD MID CAP INDEX FUND-AD | $48,935 | $47,362 |
| VANGUARD SMALL CAP INDEX-ADMIR | $15,500 | $15,321 |
| VERIZON COMMUNICATIONS | $5,372 | $5,315 |
| VIACOM INC CLASS B | $9,796 | $8,232 |
| VODAFONE GROUP PLC-SP ADR | $11,425 | $7,742 |
| WELLS FARGO&CO | $27,352 | $54,360 |
| MEDTRONIC PLC | $35,304 | $36,152 |
| ACE LIMITED | $19,265 | $36,224 |
| ARCHER-DANIELS-MIDLAND CO | ||
| BALL CORP W/1 PFD STK PUR RT/S | ||
| CENTURYLINK INC | ||
| HUNTINGTON SITUS FUND III | ||
| IBM CORP |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2015 TRANSACTIONS POSTED IN 2016 | $613 |
| ROUNDING | $4 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $200 | $0 | $200 |
| OTHER NONALLOCABLE EXPENSES - | $4 | $4 | $4 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $898 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $643 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $245 | $245 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $47 | $47 | $0 |
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