HOWARD AND JEANNE KARR CHARITABLE FOUNDATION: Form 990PF, tax year 2015
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- Organization
- HOWARD AND JEANNE KARR CHARITABLE FOUNDATION (EIN 45-6911990)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201641269349101414
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T17:00:16-05:00 | 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 | 456911990 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD & JEANNE KARR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KARR | BusinessNameControlTxt |
| Phone | 3307437000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | 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 | VP & TR OFFICER | PersonTitleTxt |
| Phone | 3307437000 | PhoneNum |
| Signature | 2016-05-03 | 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 | $1,135,683 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,253 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $224,845 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,915 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $90,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,168 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,819 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,473 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,346 | 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 | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $201 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,080 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $82,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,546 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,088 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,494 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,382 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,382 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $27,193 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $488,262 | CorporateStockBOYAmt |
| Corporate Stock EOY | $533,575 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $589,532 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $279,578 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $279,578 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $276,002 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $280,005 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $265,604 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $236,767 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,104,050 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,112,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,135,683 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,104,050 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,112,139 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,104,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,112,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,104,050 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,112,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,104,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,088 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $1,112,139 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,112,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10000. AKRON OH CTFS PARTN COPS PKG 4.000% 12/01/18-15 SA | 2011-07-20 | 2015-12-15 | $10,000 | $10,003 | -$3 | -$3 | |
| 150. ALLSTATE CORP COM | 2015-01-26 | $10,725 | $6,840 | $3,885 | $3,885 | ||
| 100. ALLSTATE CORP COM | 2011-07-20 | 2015-08-21 | $6,198 | $2,832 | $3,366 | $3,366 | |
| 100. ALLSTATE CORP COM | 2011-07-20 | 2015-11-05 | $6,338 | $2,832 | $3,506 | $3,506 | |
| 50. AMERISOURCEBERGEN CORP | 2013-03-15 | 2015-01-26 | $4,759 | $2,463 | $2,296 | $2,296 | |
| 50. AMERISOURCEBERGEN CORP | 2013-03-15 | 2015-11-05 | $4,884 | $2,463 | $2,421 | $2,421 | |
| 50. APPLE COMPUTER INC | 2013-03-15 | 2015-01-26 | $5,666 | $3,147 | $2,519 | $2,519 | |
| 176. COLUMBIA PIPELINE GROUP INC | 2011-07-20 | 2015-08-21 | $4,610 | $2,304 | $2,306 | $2,306 | |
| 200. EASTMAN CHEM CO COM | 2015-08-21 | $14,546 | $15,426 | -$880 | -$880 | ||
| .333 FOUR CORNERS PPTY TRUST INC | 2013-07-19 | 2015-12-14 | $7 | $5 | $2 | $2 | |
| 15000. FRANKLIN CNTY OH CONVEN FACS 5.000% 12/01/15 | 2011-07-20 | 2015-12-01 | $15,000 | $17,189 | -$2,189 | -$2,189 | |
| 550. GANNETT INC COM | 2013-07-25 | 2015-03-17 | $19,872 | $14,251 | $5,621 | $5,621 | |
| 150. HERSHEY FOODS CORP COM | 2015-11-05 | $13,126 | $13,019 | $107 | $107 | ||
| 560. HUNTINGTON BANCSHARES INC COM | 2011-07-20 | 2015-11-05 | $6,311 | $3,531 | $2,780 | $2,780 | |
| 200. INTEL CORP COM | 2015-11-05 | $6,772 | $5,022 | $1,750 | $1,750 | ||
| 50. INTERNATIONAL BUSINESS MACHINES | 2013-03-15 | 2015-01-26 | $7,837 | $10,751 | -$2,914 | -$2,914 | |
| 50. MICROSOFT CORP COM | 2013-07-19 | 2015-11-05 | $2,710 | $1,571 | $1,139 | $1,139 | |
| 176. NISOURCE INC COM | 2011-07-20 | 2015-11-05 | $3,413 | $1,379 | $2,034 | $2,034 | |
| 100. PNC FINL SVCS GROUP INC COM | 2013-10-01 | 2015-08-21 | $9,370 | $7,257 | $2,113 | $2,113 | |
| 300. ROBERT HALF INTERNATIONAL | 2013-10-24 | 2015-02-24 | $18,894 | $11,814 | $7,080 | $7,080 | |
| 50. SIMON PROPERTY GROUP INC | 2013-03-15 | 2015-01-26 | $10,178 | $7,502 | $2,676 | $2,676 | |
| 50. SIMON PROPERTY GROUP INC | 2013-03-15 | 2015-11-05 | $10,130 | $7,502 | $2,628 | $2,628 | |
| 50. STRYKER CORP COM | 2013-10-24 | 2015-11-05 | $4,862 | $3,692 | $1,170 | $1,170 | |
| 100. UNION PAC CORP COM | 2011-07-20 | 2015-01-26 | $12,141 | $5,013 | $7,128 | $7,128 | |
| 25. UNITEDHEALTH GROUP INC COM | 2013-10-24 | 2015-01-26 | $2,793 | $1,689 | $1,104 | $1,104 | |
| 50. UNITEDHEALTH GROUP INC COM | 2013-10-24 | 2015-11-05 | $5,776 | $3,378 | $2,398 | $2,398 | |
| 100. VALERO ENERGY CORP NEW | 2014-02-21 | 2015-11-05 | $7,156 | $5,055 | $2,101 | $2,101 | |
| CAPITAL GAIN DIVIDENDS | $771 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,915 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $62,084 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,212,382 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051208 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,916 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,153,218 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034613 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,768 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,088,380 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.001624 | DistributionYr3Rt |
| Total Distribution | 0.087445 | TotalDistributionRt |
| Average Distribution | 0.029148 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,178,039 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,337 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $775 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,112 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $67,546 | 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 | $775 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $775 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $775 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $569 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $569 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $206 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 (2 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 | CO-TRUSTEE | 1 | $8,947 |
| DANIEL B ROTH | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | CO-TRUSTEE | 1 | $8,872 |
| 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 | $1,168,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,195,979 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,195,979 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,940 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,178,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,902 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,902 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $775 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $775 | TotalTaxAmt |
| Distributable Before Adj | $58,127 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,127 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,127 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,546 | 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 | $67,546 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $775 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,771 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $48,491 | 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 | $67,546 | QualifyingDistributionsAmt |
| Applied To Year1 | $48,491 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,055 | 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 | $39,072 | 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 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RELIGOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN IRS SECTION 501(C)(3) . FURTHER RESTRICTED TO YOUNGSTOWN, OHIO ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| ALPHA CHI OMEGA FOUNDATION | ||||||||
| 5939 CASTLE CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 462504343 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 | |
| OHIO WESLEYAN UNIVERSITY | ||||||||
| 61 S SANDUSKY STREET | DELAWARE | OH | 43015 | N/A | PRIVATE UNIVERSITY | SCHOLARSHIP | $10,000 | |
| YOUNGSTOWN SYMPHONY SOCIETY | ||||||||
| 260 WEST FEDERAL STREET | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 | |
| COMPASS FAMILY & COMMUNITY SERVICES | ||||||||
| 535 MARMION AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $7,000 | SERVICE |
| BUTLER INSTITUTE OF AMERICAN | ||||||||
| 524 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 | ART |
| TURNING POINT COUNSELING | ||||||||
| 611 BELMONT AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $1,000 | |
| BOYS & GIRLS CLUB OF YOUNGSTOWN | ||||||||
| 2105 OAK HILL | YOUNGSTOWN | OH | 445071352 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 | |
| PROTESTANT FAMILY SERVICES | ||||||||
| 496 GLENWOOD AVENUE SUITE 115 | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $4,000 | |
| HOSPICE OF THE VALLEY | ||||||||
| 5190 MARKET STREET | YOUNGSTOWN | OH | 44512 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 | |
| YOUNGSTOWN WARREN REGIONAL | ||||||||
| 11 CENTRAL SQ STE 1600 | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $1,000 | CHAMBER |
| HOPE HOUSE VISITATION CENTER | ||||||||
| 660 W EARLE AVENUE | YOUNGSTOWN | OH | 44511 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 | |
| FAITH COMMUNITY CHURCH | ||||||||
| 1919 E MIDLOTHIAN BLVD | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $4,000 | |
| ACLD LEARNING CENTER | ||||||||
| 118 E WOOD STREET | YOUNGSTOWN | OH | 44503 | N/A | CHARTER PUBLIC SCHOO | IPADS FOR STUDENT USE | $5,000 | |
| STAMBAUGH AUDITORIUM ASSOCIATION | ||||||||
| ONE THOUSAND FIFTH AVENUE | YOUNGSTOWN | OH | 44504 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $3,000 | |
| RESCUE MISSION OF THE MAHONING | ||||||||
| 2246 GLENWOOD AVENUE | YOUNGSTOWN | OH | 44511 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 | VALLEY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,000 | 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 | $33,253 | 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 | $56,915 | 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 | $90,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,168 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 BK OF NY MELLON 2.100% | $49,817 | $50,343 |
| 50,000 GOLDMAN SACHS 3.150% | $51,675 | $49,989 |
| 50,000 JPMORGAN CHASE 3.150% | $52,547 | $50,517 |
| 50,000 SHERWIN WILLIAMS 1.350% | $48,674 | $49,573 |
| 50,000 GEN ELEC CAP 2.900% | $52,150 | $50,833 |
| 25,000 TEXAS INSTRUMENTS 1.650 | $24,715 | $24,747 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 SHS AT&T INC | $7,038 | $6,882 |
| 350 SHS ALLSTATE CORP | ||
| 500 SHS DOW CHEM CO | $17,500 | $25,740 |
| 250 SHS DUKE ENERGY | $14,111 | $17,848 |
| 2,000 SHS HUNTINGTON BANC | $12,610 | $22,120 |
| 176 SHS NISOURCE INC | ||
| 20 SHS ALPHABET INC CL A | $10,711 | $15,560 |
| 200 SHS NUCOR CORP | $10,268 | $8,060 |
| 375 SHS SPECTRA ENERGY CORP | $10,228 | $8,978 |
| 100 SHS UNION PAC CORP | $5,013 | $7,820 |
| 125 SHS TRAVELERS COMPANIES | $10,930 | $14,108 |
| 100 SHS VALERO ENERGY CORP N | $5,055 | $7,071 |
| 40 SHS ANTHEM INC | $3,556 | $5,578 |
| 380 SHS INVESCO PLC NEW | $11,302 | $12,722 |
| 200 SHS APPLE COMPUTER | $12,588 | $21,052 |
| 100 SHS AMERISOURCEBERGEN | $4,919 | $10,371 |
| 125 SHS CHEVRON CORP | $15,816 | $11,245 |
| 600 SHS CISCO SYS INC | $14,332 | $16,293 |
| 250 SHS DARDEN RESTAURANTS | $11,096 | $15,910 |
| 200 SHS EASTMAN CHEMICAL | ||
| 550 SHS GANNETT INC | ||
| 200 SHS HELMERICH & PAYNE | $16,019 | $10,710 |
| 150 SHS THE HERSHEY CO | ||
| 150 SHS ILLINIOS TOOL WORKS | $9,273 | $13,902 |
| 500 SHS INTEL CORP | $11,974 | $17,225 |
| 50 SHS IBM | ||
| 250 SHS JOHNSON & JOHNSON | $22,163 | $25,680 |
| 450 SHS KINDER MORGAN CL P | $17,371 | $6,714 |
| 400 SHS LEGGETT & PLATT | $12,825 | $16,808 |
| 400 SHS MICROSOFT CORP | $11,577 | $22,192 |
| 100 SHS PNC FINL SVCS GR | $6,687 | $9,531 |
| 150 SHS PHILIP MORRIS INTL | $13,537 | $13,187 |
| 300 SHS ROBERT HALF INTERN'L | ||
| 180 SHS ROYAL DUTCH SHELL | $12,083 | $8,242 |
| 100 SHS STRYKER CORP | $7,383 | $9,294 |
| 100 SHS UNITEDHEALTH GR | $6,757 | $11,764 |
| 400 SHS VERIZON COMM | $19,356 | $18,488 |
| 200 SHS WAL MART STRORES | $15,075 | $12,260 |
| 800 SHS GENERAL ELECTRIC | $19,275 | $24,920 |
| 150 SHS EATON CORP PLC | $10,949 | $7,806 |
| 10 SHS AMAZON.COM INC | $3,084 | $6,759 |
| 200 SHS ARCHER DANIELS MIDLA | $8,620 | $7,336 |
| 100 SHS CME GROUP | $9,570 | $9,060 |
| 100 SHS CVS HEALTH CORP | $9,941 | $9,777 |
| 250 SHS CA INC | $6,875 | $7,140 |
| 400 SHS CORNING INC | $7,664 | $7,312 |
| 130 SHS CUMMINS INC | $18,489 | $11,441 |
| 83 SHS FOUR CORNERS PPTY TR | $1,366 | $2,005 |
| 300 SHS GLAXOSMITHKLINE PLC | $12,678 | $12,105 |
| 800 SHS HOST HOTELS & RESORT | $16,751 | $12,272 |
| 200 SHS JPMORGAN CHASE & CO | $11,386 | $13,206 |
| 100 SHS NEXTERA ENERGY | $10,221 | $10,389 |
| 150 SHS PROCTER & GAMBLE | $12,397 | $11,912 |
| 200 SHS PUBLIC SERVICE ENTER | $8,166 | $7,738 |
| 100 SHS QUALCOMM INC | $6,990 | $4,999 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 5,464.481 SHS FED ULTRASHORT B | AT COST | $50,000 | $49,508 |
| 4,739.336 SHS FED SH INTERMED | AT COST | $50,000 | $48,341 |
| 2,044.990 SHS FIDELITY CAP & I | AT COST | $20,000 | $18,712 |
| 100.000 SHS SIMON PROPERTY G | |||
| 5,720.942 SHS TEMPLETON GLOBA | AT COST | $75,000 | $65,962 |
| 351.217 SHS HARBOR INTERNL F | AT COST | $25,604 | $20,873 |
| 241.080 SHS OPPENHEIMER DEVE | AT COST | $10,000 | $7,228 |
| 2,235.305 SHS PIMCO COMM REAL | AT COST | $25,000 | $14,105 |
| 106.554 SHS VG REIT INDEX FD | AT COST | $10,000 | $12,038 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OF OHIO FILING FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| 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 |
|---|---|---|---|
| FOREIGN TAXES | $102 | $102 | $0 |
| FEDERAL ESTIMATES - INCOME | $200 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $35 | $35 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $64 | $64 | $0 |
Comments