BETA

JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION (EIN 31-6567000)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-18
IRS object ID
201641099349100314
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-04-18T11:25:15-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341667340PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PACKER THOMASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16601 WESTFORD PLACE SUITE 101AddressLine1Txt
CityCANFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44406ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316567000EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE MILLICHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3307401225PhoneNum
Signature2016-04-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN COMMONSPreparerPersonNm
PTINP00443330PTIN
Phone3305339777PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,180,927FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$724,413ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$23InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$147,396DividendsRevAndExpnssAmt
Dividends Net Invst Incm$147,396DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$222,875NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,698,749GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$222,875CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,094,707TotalRevAndExpnssAmt
Total Net Invst Incm$370,294TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,655AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,655AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$47,573OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$47,573OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,081TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,081TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,719OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,719OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77,028TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$77,028TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$401,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$401,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$478,528TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$77,028TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$401,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$616,179ExcessRevenueOverExpensesAmt
Net Investment Income$293,266NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$203,399CashBOYAmt
Cash EOY$330,710CashEOYAmt
Cash EOYFMV$330,710CashEOYFMVAmt
US Government Obligations BOY$1,004,719USGovernmentObligationsBOYAmt
US Government Obligations EOY$914,849USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$914,849USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,136,825CorporateStockBOYAmt
Corporate Stock EOY$3,220,209CorporateStockEOYAmt
Corporate Stock EOYFMV$3,220,209CorporateStockEOYFMVAmt
Corporate Bonds BOY$870,180CorporateBondsBOYAmt
Corporate Bonds EOY$1,108,065CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,108,065CorporateBondsEOYFMVAmt
Other Investments BOY$1,768,675OtherInvestmentsBOYAmt
Other Investments EOY$1,607,094OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,607,094OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,983,798TotalAssetsBOYAmt
Total Assets EOY$7,180,927TotalAssetsEOYAmt
Total Assets EOYFMV$7,180,927TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,983,798RetainedEarningBOYAmt
Retained Earning EOY$7,180,927RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,983,798TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,180,927TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,983,798TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,180,927TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,983,798TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$616,179ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,599,977SubtotalAmt
Other Decreases$419,050OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,180,927TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (67 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
265 SHS KINDER MORGAN INC CLASS PP2015-01-062015-01-09$10,738$8,813$1,925$1,925
510 SHS HELMERICH & PAYNEP2015-01-072015-01-12$30,215$40,405-$10,190-$10,190
1159 SHS INTEL CORPP2015-01-072015-01-12$41,531$26,583$14,948$14,948
155 SHS INTERNATIONAL BUSINESS MACHINESP2015-01-072015-01-12$23,975$29,426-$5,451-$5,451
1220 SHS CITIGROUP INC NEWP2015-01-142015-01-20$58,854$59,837-$983-$983
384 SHS SPDR S&P REGIONAL BANKING ETFP2015-01-152015-01-21$14,091$14,471-$380-$380
1124 EBAY INCP2015-01-222015-01-27$62,505$55,751$6,754$6,754
124 SHS ANTHEM INCP2015-01-282015-02-02$16,905$11,657$5,248$5,248
190 SHS CVS HEALTH CORPP2015-01-282015-02-02$19,149$12,985$6,164$6,164
238 SHS HCA HOLDINGS INCP2015-01-282015-02-02$17,124$12,186$4,938$4,938
621 SHS VERIZON COMMUNICATIONSP2015-01-282015-02-02$29,033$27,456$1,577$1,577
500 SHS AMERISOURCEBERGEN CORPP2015-02-112015-02-17$39,964$19,858$20,106$20,106
55 SHS ROBERT HALF INTERNATIONALP2015-02-242015-02-27$3,464$2,143$1,321$1,321
238 SHS HCA HOLDINGS INCP2015-03-112015-03-16$16,923$12,186$4,737$4,737
331 SHS MICROSOFT CORPORATIOP2015-03-182015-03-23$13,692$8,550$5,142$5,142
936 SHS ROYAL DUTCH SHELL PLC ADR AP2015-03-182015-03-23$55,354$68,150-$12,796-$12,796
100 SHS APPLE COMPUTER INCP2015-03-202015-03-25$11,911$7,296$4,615$4,615
1300 SHS ROBERT HALF INTERNATIONALP2015-03-202015-03-25$80,416$50,652$29,764$29,764
1186 SHS KRAFT FOODS GROUP INCP2015-03-262015-03-31$99,595$66,829$32,766$32,766
160 SHS GOOGLE INC CL AP2015-04-162015-04-21$86,350$90,054-$3,704-$3,704
500 SHS SIMON PROPETY GROUP INCP2015-04-162015-04-21$88,863$65,092$23,771$23,771
2706 SHS INTEL CORPP2015-04-172015-04-22$87,779$62,278$25,501$25,501
272 SHS AMERICAN EXPRESS COP2015-04-222015-04-27$21,212$24,526-$3,314-$3,314
342 SHS PNC FINL SVES GROUP INCP2015-04-222015-04-27$31,011$21,587$9,424$9,424
7 SHS SIMON PROPERTY GROUP INCP2015-04-222015-04-27$1,323$758$565$565
562 SHS GENERAL ELEC COP2015-04-292015-05-04$15,213$13,485$1,728$1,728
162 SHS AMERISOURCEBERGEN CORPP2015-05-132015-05-18$18,576$6,314$12,262$12,262
141 SHS ANTHEM INCP2015-05-132015-05-18$22,545$13,094$9,451$9,451
110 SHS JOHNSON & JOHNSONP2015-05-132015-05-18$11,068$9,801$1,267$1,267
84 SHS FEDEX CORPP2015-05-192015-05-22$14,996$13,956$1,040$1,040
2987.020 SHS OPPENHEIMER DEVELOPING MARKETS INSTIT CLASSP2015-06-102015-06-11$104,874$100,000$4,874$4,874
2230 SHS CHESAPEAKE ENERGY CORPP2015-06-172015-06-22$27,434$60,417-$32,983-$32,983
282 SHS ANTHEM INCP2015-06-232015-06-26$47,785$24,217$23,568$23,568
412 SHS F5 NETWORKS INCP2015-07-152015-07-20$48,686$44,609$4,077$4,077
343 SHS PNC FINL SVCS GROUP INCP2015-07-292015-08-03$33,628$20,325$13,303$13,303
276 SHS F5 NETWORKS INCP2015-08-052015-08-10$36,617$29,405$7,212$7,212
1993 SHS WEC ENERGY GROUP INCP2015-08-052015-08-10$96,803$93,775$3,028$3,028
648 SHS AMERISOURCEBERGEN CORPP2015-08-122015-08-17$66,726$27,577$39,149$39,149
910 SHS CHEVRON CORPP2015-08-262015-08-31$64,991$95,705-$30,714-$30,714
331 SHS VALERO ENERGY CORP NEWP2015-09-172015-09-22$19,809$14,123$5,686$5,686
500 SHS TJX COMPANIES INCP2015-10-162015-10-21$35,885$29,601$6,284$6,284
174 SHS GOLDMAN SACHS GROUP INCP2015-10-212015-10-26$31,889$30,101$1,788$1,788
113 SHS CUMMINS INCP2015-10-282015-11-02$11,515$16,071-$4,556-$4,556
327 SHS VALERO ENERGY CORP NEWP2015-11-032015-11-06$22,798$13,952$8,846$8,846
1483 SHS WHOLE FOODS MKT INCP2015-11-032015-11-06$46,541$74,420-$27,879-$27,879
224 SHS BARD C R INCP2015-11-112015-11-16$41,230$39,555$1,675$1,675
516 SHS HCA HOLDINGS INCP2015-11-112015-11-16$35,007$26,330$8,677$8,677
283 SHS AMTHEM INCP2015-11-202015-11-25$36,567$24,155$12,412$12,412
11013.216 SHS FEDERATED ULTRASHORT BOND FUND I NEWP2015-12-032015-12-04$100,000$101,375-$1,375-$1,375
563.327 SHS FOUR CORNERS PPTY TRUST INCP2015-12-022015-12-07$11,562$8,707$2,855$2,855
66 SHS VALERO ENERGY CORP NEWP2015-12-142015-12-17$4,328$2,664$1,664$1,664
990 SHS ARCHER DANIELS MIDLAND COP2015-12-162015-12-21$34,677$42,888-$8,211-$8,211
10684.981 SHS FEDERATED ULTRASHORT BOND FUND I NEWP2015-12-232015-12-24$96,806$98,354-$1,548-$1,548
AT&T INCP2015-08-17$61,000$60,877$123$123
FEDERAL FARM CREDIT BANKP2015-01-23$100,000$100,493-$493-$493
FEDERAL FARM CREDIT BANKP2015-12-09$150,000$150,390-$390-$390
FEDERAL FARM CREDIT BANKP2015-12-22$100,000$100,750-$750-$750
11.530 TEMPLETON GLOBAL BOND ADVISORP2015-09-03$159,934$184,250-$24,316-$24,316
APPLE COMPUTERP2015-03-20$1,672$4,609-$2,937-$2,937
APPLE COMPUTERP2015-05-15$1,598$1,598$1,598
CVS HEALTH CORPP2015-05-15$2,167$2,167$2,167
CVS HEALTH CORPP2015-11-20$474$474$474
CONSTELLATION BRANDSP2015-07-17$537$537$537
DARDEN RESTURANTS INCP2015-10-16$1,404$1,404$1,404
HCA HOLDINGS INCP2015-12-18$508$508$508
NUCORP2015-07-17$735$735$735
CAPITAL GAINS DIVIDENDSP$18,187$18,187$18,187
FieldValueIRS element (for citing)
Capital Gain Net Income$222,875CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$381,175AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,821,560NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055878DistributionYr1Rt
Adjusted Qlfy Distri Yr2$368,550AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,259,799NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070069DistributionYr2Rt
Adjusted Qlfy Distri Yr3$101,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,071,648NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.024806DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,800,287NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$33,760AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$242,605NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.139156DistributionYr5Rt
Total Distribution0.289909TotalDistributionRt
Average Distribution0.057982AverageDistributionRt
Net Vl Noncharitable Assets$7,179,640NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$416,290AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,933NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$419,223AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$401,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,865InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,865SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,865TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,920EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,920TotalPaymentsAndCreditsAmt
Overpayment$2,055OverpaymentAmt
Applied To ES Tax$2,055AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGEORGE MILLICHIndividualWithBooksNm
Phone3307401225PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonFARMERS TRUST COMPANY GEORGE MILLICPersonNm

US Address USAddress

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,119,527AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$169,448AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,288,975TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,288,975AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$109,335CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,179,640NetVlNoncharitableAssetsAmt
Minimum Investment Return$358,982MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$358,982MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,865TaxBasedOnInvestmentIncomeAmt
Total Tax$5,865TotalTaxAmt
Distributable Before Adj$353,117DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$353,117DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$353,117DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$401,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$401,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$401,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$353,117DistributableAsAdjustedAmt
Undistributed Income PY$25,689UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$401,500QualifyingDistributionsAmt
Applied To Year1$25,689AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$353,117AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,694RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$22,694TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$22,694ExcessDistriCyovToNextYrAmt
Excess From Current Year$22,694ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFARMERS TRUST CO TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANFIELD ATHLETIC BOOSTERS INC
P O BOX 54CANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$25,000
CANFIELD LOCAL SCHOOL DISTRICT
100 WADSWORTH STCANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$25,000
CANFIELD PRESBYTERIAN CHURCH
140 W MAIN STREETCANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$7,500
ITALIAN HERITAGE FOUNDATION
20 W FEDERAL STREETYOUNGSTOWNOH44503N/APUBLIC CHARITYCHARITABLE$1,000
KENT STATE UNIVERSITY
800 E SUMMIT STKENTOH44240N/APUBLIC CHARITYCHARITABLE$86,000
POTENTIAL DEVELOPMENT PROGRAM
209 W WOODLAND AVEYOUNGSTOWNOH44502N/APUBLIC CHARITYCHARITABLE$5,000
THE PUBLIC LIBRARY OF YOUNGSTOWN
305 WICK AVENUEYOUNGSTOWNOH44503N/APUBLIC CHARITYCHARITABLE$20,000
WESTERN RESERVE LOCAL SCHOOL
13850 W AKRON-CANIELD RDBERLIN CENTEROH44401N/APUBLIC CHARITYCHARITABLE$10,000
YMCA OF YOUNGSTOWN OHIO
17 N CHAMPION STYOUNGSTOWNOH44503N/APUBLIC CHARITYCHARITABLE$40,000
YOUNGSTOWN STATE UNIVERSITY
1 UNIVERSITY PLAZAYOUNGSTOWNOH44555N/APUBLIC CHARITYCHARITABLE$144,000
BOYS AND GIRLS CLUB OF YOUNGSTOWN
2105 OAK HILL AVEYOUNGSTOWNOH44507N/APUBLIC CHARITYCHARITABLE$20,000
CANFIELD AMERICAN LEGION
PO BOX 53CANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$1,000
OAK HILL COLLABORATIVE
507 OAK HILL AVEYOUNGSTOWNOH44502N/APUBLIC CHARITYCHARITABLE$5,000
SALEM REGIONAL MEDICAL CENTER
1995 E STATE STSALEMOH44460N/APUBLIC CHARITYCHARITABLE$6,000
THE YOUNGSTOWN ROTARY FOUNDATION
17 N CHAMPION STYOUNGSTOWNOH44503N/APUBLIC CHARITYCHARITABLE$1,000
YELLOW BRICK PLACE
PO BOX 9243BOARDMANOH44513N/APUBLIC CHARITYCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$401,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$147,396ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$222,875ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$370,294ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$370,294TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,655Amt
Net Investment Income$7,655NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100,000 SHS WELLS FARGO & CO 3.676%$101,250$101,250
100,000 SHS STATOIL ASA NOTE$102,570$102,570
100,000 SHS COCA COLA CO 1.650%$100,693$100,693
100,000 SHS BERKSHIRE HATHAWAY FINANCE CORP 3.000%$101,699$101,699
100,000 SHS DEERE JOHN CAPITAL CORP$97,432$97,432
100,000 DISNEY WALT CO 2.750 %$101,655$101,655
100,000 AT&T INC 1.400%$99,537$99,537
100,000 PHILIP MORRIS INTL INC 3.250%$100,528$100,528
100,000 MERCK & CO INC 1.300%$99,765$99,765
100,000 UNITEDHEALTH GROUP INC 2.700%$101,048$101,048
100,000 BERKSHIRE HATHAWAY INC 3.000%$101,888$101,888

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,879 SHS MICROSOFT CORPORATION$104,247$104,247
2,690 SHS QUANTA SERVICES INC$54,340$54,340
1,600 ANALOG DEVICES INC$88,512$88,512
803 APPLE COMPUTER INC$84,501$84,501
1,098 CVS HEALTH CORP$107,351$107,351
670 CONSTELLATION BRANDS INC$92,975$92,975
6,230 CORNING INC$113,884$113,884
1,690 DARDEN RESTAURANTS INC$107,552$107,552
990 DISNEY WALT CO$104,029$104,029
1,026 EASTMAN CHEMICAL CO$69,265$69,265
400 FEDEX CORP$59,596$59,596
3,405 GENERAL ELECTRIC$106,066$106,066
448 GOLDMAN SACHS GROUP INC$80,743$80,743
200 HCA HOLDINGS INC$12,996$12,996
800 HONEYWELL INTERNATIONAL INC$82,648$82,648
1,085 JOHNSON & JOHNSON$111,451$111,451
1,258 NATIONAL OILWELL VARCO INC$42,130$42,130
1,315 NUCOR CORP$52,995$52,995
818 PEPSICO INC$81,735$81,735
2,254 SPDR S&P REGIONAL BANKING ETF$94,488$94,488
945 TJX COMPANIES INC$67,010$67,010
1,108 TRAVELERS COMPANIES INC$125,049$125,049
600 VALERO ENERGY CORP NEW$41,790$41,790
1,974 VERIZON COMMUNICATIONS$91,238$91,238
850 ACTIVISION BLIZZARD INC$32,904$32,904
475 AMGEN INC$77,107$77,107
455 BARD C R INC$86,195$86,195
1,790 CBRE GROUP INC$61,898$61,898
844 CME GROUP INC$76,466$76,466
1,078 CERNER CORP$64,863$64,863
3,088 CISCO SYS INC$83,855$83,855
1,448 COGNIZANT TECH SOLUTIONS$86,909$86,909
452 CUMMINS INC$39,781$39,781
1,195 EXXON MOBIL CORP$93,150$93,150
1,829 GLAXOSMITHKLINE PLC$73,800$73,800
3,959 HOST HOTELS & RESORTS INC$60,731$60,731
700 NEXTERA ENERGY INC$72,723$72,723
649 OCCIDENTAL PETROLEUM CORP$43,879$43,879
1,598 PUBLIC SERVICE ENTERPRISE GROUP$61,827$61,827
2,283 TYSON FOODS INC$121,752$121,752
1,364 VISA INC$105,778$105,778

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$861,275USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$861,275USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$53,574StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$53,574StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (9 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
8,717.456 SHS GOLDMAN SACH SMALL/MIDFMV$176,964$176,964
33,291.497 IVY INTERNATIONAL CORE EQUITY INSTLFMV$558,298$558,298
3,627.022 JPMORGAN SMALL CAP COREFUND SELECTFMV$167,315$167,315
12,933.835 PIMCO COMMODITY REAL RETURN STRATEGY INSTITUTIONALFMV$81,613$81,613
986 VANGUARD REIT INDEX FUND ADMIRAL SHARESFMV$111,382$111,382
14,453.146 BLACKROCK GNMA INSTITUTIONALFMV$141,352$141,352
20,668 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND ISFMV$187,870$187,870
2,401.537 GOLDMAN SACHS INTERNATIONAL SMALL/MID CAP INSIGHTS FUND INSTLFMV$25,096$25,096
7,464.589 DREYFUS STANDISH GLOBAL FIXED INCOME CLASS IFMV$157,204$157,204

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED DEPRECIATION ON INVESTMENTSDesc
Amt$419,050Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEE$200$200$0
COMMITTEE EXPENSE$12,519$12,519$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$47,573Amt
Net Investment Income$47,573NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$9,081Amt
Net Investment Income$9,081NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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