CHARLES E AND ALICE B SCHMUTZ CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES E AND ALICE B SCHMUTZ CHARITABLE FOUNDATION (EIN 20-6770176)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201631319349100243
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T11:00:19-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206770176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMUTZ CHARLES & ALICE CHAR FDN XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHM | BusinessNameControlTxt |
| Phone | 3307437000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FARMERS TRUST CO 42 MCCLURG R | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FARMERS TRUST CO TTEE | PersonNm |
| Person Title | TRUST OFFICER | PersonTitleTxt |
| Phone | 3307437000 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| 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 | $796,359 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,759 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,759 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $74,501 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,501 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,053 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,337 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,716 | 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 | $1,660 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $415 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,245 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,969 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13 | 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 | $202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,736 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,601 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,154 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $478,726 | CorporateStockBOYAmt |
| Corporate Stock EOY | $515,648 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $750,432 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,956 | CorporateBondsBOYAmt |
| Other Investments BOY | $31,133 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,732 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,773 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $546,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $562,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $796,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $546,416 | CapitalStockBOYAmt |
| Capital Stock EOY | $562,534 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $546,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $562,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $546,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $562,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $546,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,117 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $562,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $562,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10.173 AMERICAN AMCAP FUND F2 | 2008-01-07 | 2015-02-11 | $288 | $200 | $88 | $88 | |
| 193.284 AMERICAN AMCAP FUND F2 | 2008-01-07 | 2015-04-30 | $5,638 | $3,800 | $1,838 | $1,838 | |
| 10000. HERSHEY CO 4.850% 08/15/15 | 2008-01-17 | 2015-08-15 | $10,000 | $9,956 | $44 | $44 | |
| 1000. MARATHON PETROLEUM CORP | 2005-04-07 | 2015-08-18 | $55,499 | $9,730 | $45,769 | $45,769 | |
| 181. VERIZON COMMUNICATIONS | 2012-04-09 | 2015-01-28 | $8,462 | $6,818 | $1,644 | $1,644 | |
| CAPITAL GAIN DIVIDENDS | $376 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,759 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,372 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $917,306 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046192 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $32,681 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $772,629 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,336 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $667,026 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039483 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,311 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $530,041 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.013793 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,728 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $117,651 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031687 | DistributionYr5Rt |
| Total Distribution | 0.173453 | TotalDistributionRt |
| Average Distribution | 0.034691 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $863,877 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $677 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,661 | 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 | $677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,420 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,420 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $743 | OverpaymentAmt |
| Applied To ES Tax | $743 | 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 |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMERS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307437000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FARMERS TRUST COMPANY | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | TRUSTEE | 2 | $9,053 |
| C REID SCHMUTZ | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | ADVISORY COMMITTEE | 1 | $0 |
| JUDITH S SCHMUTZ | ||||||
| 42 MCLURG ROAD | YOUNGSTOWN | OH | 44512 | ADVISORY COMMITTEE | 1 | $0 |
| JAMES H SISEK | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | ADVISORY COMMITTEE | 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 | $848,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,689 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $877,032 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $877,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $863,877 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $677 | TotalTaxAmt |
| Distributable Before Adj | $42,517 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,517 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,517 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,661 | 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 | $49,661 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $677 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,984 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,309 | 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 | $49,661 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,309 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,352 | 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 | $29,165 | 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
| 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 | FARMERS TRUST COMPANY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307437000 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION STATING PURPOSE OF GRANT INTENDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN SECTION 501(C)3 OF THE INTERNAL REVENUE SERVICE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| OH WOW CHILDRENS MUSEUM | ||||||||
| 139 EAST BOARDMAN STREET | YOUNGSTOWN | OH | 44501 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $2,000 | |
| PUBLIC LIBRARY OF YOUNGSTOWN | ||||||||
| 305 WICK AVENUE | YOUNGSTOWN | OH | 44503 | N/A | CHARITY | PUBLIC SUPPORT | $6,500 | |
| OBLATE SISTERS | ||||||||
| 50 WARNER ROAD | HUBBARD | OH | 44425 | N/A | RELIGIOUS CHARITY | SUPPORT PROGRAM | $2,500 | VILLA MARIA EDUCATION CENTER |
| PENGUIN CLUB | ||||||||
| ONE UNIVERISTY PLAZA | YOUNGSTOWN | OH | 44555 | N/A | PUBLIC UNIVERSITY | SUPPORT PROGRAM | $6,000 | YOUNGSTOWN STATE UNIVERSITY |
| AKRON CHILDREN'S HOSPITAL | ||||||||
| 8423 MARKET STREET 3RD FLOOR | BOARDMAN | OH | 44512 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $11,000 | |
| MAHONING VALLEY HISTORICAL | ||||||||
| 648 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $2,000 | SOCIETY |
| BOARDMAN UNITED METHODIST CHUCH | ||||||||
| 6809 MARKET STREET | YOUNGSTOWN | OH | 44512 | N/A | RELIGIOUS | PUBLIC SUPPORT | $3,000 | |
| SMARTS | ||||||||
| 100 E FEDERAL PLAZA | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $1,000 | FINE ARTS COUNCIL OF TRUMBULL CTY |
| BOARDMAN BOOSTER CLUB | ||||||||
| PO BOX 3174 | YOUNGSTOWN | OH | 445133174 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $3,000 | |
| BEATITUDE HOUSE | ||||||||
| 238 TOD LANE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $1,000 | |
| JUNIOR ACHIEVEMENT OF | ||||||||
| 1601 MOTOR INN DR 305 | GIRARD | OH | 44420 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $2,000 | MAHONING VALLEY |
| STAMBAUGH AUDITORIUM | ||||||||
| 1000 FIFTH AVENUE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $1,000 | |
| EASTER SEAL SOCIETY | ||||||||
| 299 EDWARDS STREET | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $3,500 | |
| YOUNGSTOWN ROTARY FOUNDATION | ||||||||
| PO BOX 1558 | COLUMBUS | OH | 432161558 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $1,000 | INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,742 | 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 | $49,759 | 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 | $74,501 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,501 | 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 | $1,660 | Amt |
| Net Investment Income | $415 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,245 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 10,000 HERSHEY 4.850% 8/15/15 | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 SHS EXXON MOBIL CORP | $663 | $23,385 |
| 140 SHS SIMON PROPERTY GR | $6,613 | $27,222 |
| 900 SHS AMERICAN EXPRESS CO | $17,683 | $62,595 |
| 950 SHS EMERSON ELEC CO | $50,327 | $45,439 |
| 1,000 SHS ENTERGY CORP NEW | $53,550 | $68,360 |
| 2,000 SHS MARATHON OIL CORP | $28,769 | $25,180 |
| 725 SHS UNITED PARCEL CL B | $50,550 | $69,767 |
| 760 SHS WAL MART STORES INC | $9,103 | $46,588 |
| 1,000 SHS MARATHON PETROLEUM | $9,730 | $51,840 |
| 950 SHS INVESCO PLC NEW | $20,729 | $31,806 |
| 300 SHS ABBOTT LABS | $10,088 | $13,473 |
| 1,041 SHS GENERAL ELEC CO | $20,122 | $32,427 |
| 442 SHS GLAXOSMITHKLINE PLC | $20,014 | $17,835 |
| 100 SHS HOME DEPOT INC | $5,061 | $13,225 |
| 400 SHS NIKE INC CL B | $10,767 | $25,000 |
| 156 SHS PHILIP MORRIS INTL | $13,829 | $13,714 |
| 350 SHS QUALCOMM INC | $20,674 | $17,495 |
| 352 SHS VERIZON COMMUNICATIO | $13,260 | $16,269 |
| 270 SHS YUM! BRANDS INC | $17,647 | $19,724 |
| 300 SHS ABBVIE INC | $10,939 | $17,772 |
| 135 SHS ALLSTATE CORP | $6,083 | $8,382 |
| 300 SHS INTEL CORP | $7,284 | $10,335 |
| 655 SHS CHESAPEAKE ENERGY CO | $18,813 | $2,948 |
| 225 SHS EASTMAN CHEMICAL CO | $19,908 | $15,190 |
| 370 SHS VALERO ENERGY CORP N | $19,971 | $26,163 |
| 155 SHS CERNER CORP | $10,101 | $9,326 |
| 405 SHS NUCOR CORP | $19,991 | $16,322 |
| 235 SHS TYSON FOODS INC | $10,116 | $12,533 |
| 302 SHS WHOLE FOODS MKT INC | $13,263 | $10,117 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 203.457 SHS AMERICAN AMCAP F2 | |||
| 20.000 SHS ISHARES MSCI EMERG | AT COST | $950 | $644 |
| 253.233 SHS IVY ASSET STRGY | AT COST | $6,326 | $5,556 |
| 500.000 SHS SPDR S&P REG BKG | AT COST | $20,184 | $20,960 |
| 556.483 SHS IVY INTERNA'L CORE | AT COST | $9,983 | $9,332 |
| 29.133 SHS VG INTERM TERM INV | AT COST | $289 | $281 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC EXPENSES (NON-CHARITABLE) | $2 | $0 | $0 |
| STATE OF OHIO FILING FEE | $200 | $0 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $536 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,420 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $12 | $12 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1 | $1 | $0 |
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