BETA

JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION (EIN 31-6567000)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-04
IRS object ID
201520949349100002
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-04T08:16:31-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316567000EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone3307437000PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY PILCHERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3307437000PhoneNum
Signature2015-03-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN COMMONSPreparerPersonNm
PTINP00443330PTIN
Phone3305339777PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,983,798FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$527,448ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$163,504DividendsRevAndExpnssAmt
Dividends Net Invst Incm$163,504DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$307,847NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,839,344GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$307,847CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$998,828TotalRevAndExpnssAmt
Total Net Invst Incm$471,380TotalNetInvstIncmAmt
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$7,685AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,685AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$45,331OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,331OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$11,490TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,490TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$12,801OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12,801OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77,307TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$77,307TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$381,175ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$381,175ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$458,482TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$77,307TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$381,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$540,346ExcessRevenueOverExpensesAmt
Net Investment Income$394,073NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$313,412CashBOYAmt
Cash EOY$203,399CashEOYAmt
Cash EOYFMV$203,399CashEOYFMVAmt
US Government Obligations BOY$770,429USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,004,719USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,004,719USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,701,217CorporateStockBOYAmt
Corporate Stock EOY$3,136,825CorporateStockEOYAmt
Corporate Stock EOYFMV$3,136,825CorporateStockEOYFMVAmt
Corporate Bonds BOY$800,141CorporateBondsBOYAmt
Corporate Bonds EOY$870,180CorporateBondsEOYAmt
Corporate Bonds EOYFMV$870,180CorporateBondsEOYFMVAmt
Other Investments BOY$1,890,771OtherInvestmentsBOYAmt
Other Investments EOY$1,768,675OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,768,675OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,475,970TotalAssetsBOYAmt
Total Assets EOY$6,983,798TotalAssetsEOYAmt
Total Assets EOYFMV$6,983,798TotalAssetsEOYFMVAmt
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$6,475,970RetainedEarningBOYAmt
Retained Earning EOY$6,983,798RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,475,970TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,983,798TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,475,970TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,983,798TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,475,970TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$540,346ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,016,316SubtotalAmt
Other Decreases$32,518OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,983,798TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2385 SHS CISCO SYS INCP2014-01-022014-01-07$52,516$52,453$63$63
685 SHS STRYKER CORPP2014-01-142014-01-17$53,469$40,590$12,879$12,879
1245 SHS KROGER COP2014-01-152014-01-21$49,083$33,090$15,993$15,993
560 SHS ASHLAND INC NEWP2014-02-182014-02-21$53,688$40,926$12,762$12,762
1520 SHS ALLSTATE CORPP2014-03-052014-03-10$83,065$70,419$12,646$12,646
755 SHS KINDER MORGAN INC CLASS PP2014-03-112014-03-14$23,805$27,848-$4,043-$4,043
651 SHS VALERO ENERGY CORP NEWP2014-03-112014-03-14$34,745$27,776$6,969$6,969
1185 SHS CISCO SYS INCP2014-03-282014-04-02$26,536$25,575$961$961
266 EBAY INCP2014-03-282014-04-02$14,708$12,774$1,934$1,934
132 SHS THE HERSHEY COP2014-03-282014-04-02$13,610$7,447$6,163$6,163
663 SHS PHILIP MORRIS INTL INCP2014-03-282014-04-02$53,339$45,829$7,510$7,510
174 SHS WAL MART STORES INCP2014-03-282014-04-02$13,257$12,848$409$409
1615.085 SHS JPMORGAN SMALL CAP CORE FUND SELECTP2014-04-092014-04-10$89,815$88,103$1,712$1,712
50 SHS GOOGLE INC CL CP2014-04-092014-04-14$27,854$27,817$37$37
1375 SHS CBS CORP NEW BP2014-04-292014-05-02$78,813$60,971$17,842$17,842
175 SHS PNC FINL SVCS GROUP INCP2014-04-292014-05-02$14,591$11,254$3,337$3,337
26 SHS APPLE COMPUTER INCP2014-05-072014-05-12$15,336$8,622$6,714$6,714
460 SHS PARKER-HANNIFIN CORPP2014-05-072014-05-12$56,585$41,351$15,234$15,234
1535 SHS KINDER MORGAN INC CLASS PP2014-05-142014-05-19$50,849$55,651-$4,802-$4,802
10893.246 SHS FEDERATED ULTRASHORT BOND FUND IP2014-05-282014-05-29$100,000$100,271-$271-$271
575 SHS EBAY INCP2014-06-032014-06-06$29,019$29,449-$430-$430
405 SHS INVESCO PLC NEWP2014-06-042014-06-09$15,042$8,837$6,205$6,205
275 SHS NUCOR CORPP2014-06-042014-06-09$13,826$14,195-$369-$369
26 SHS GOOGLE INC CL CP2014-06-112014-06-16$14,523$14,161$362$362
32.9592/SH NOW INCP2014-06-172014-06-17$8$8$0$0
186 SHS NOW INCP2014-06-192014-06-24$6,307$5,862$445$445
253.5 SHS WASHINGTON PRIME GROUP INCP2014-06-192014-06-24$4,989$4,069$920$920
604 SHS THE HERSHY COP2014-06-252014-06-30$58,633$38,658$19,975$19,975
23069.047 SHS FIDELITY CAPITAL & INCOMEP2014-06-302014-07-01$235,996$220,000$15,996$15,996
2595 SHS LEGGETT & PLATTP2014-07-092014-07-14$88,269$84,921$3,348$3,348
625 SHS CITIGROUP INC NEWP2014-07-152014-07-18$30,755$29,086$1,669$1,669
200 SHS HCA HOLDINGS INCP2014-07-292014-08-01$12,860$10,378$2,482$2,482
22.53678/SH SEVENTY SEVEN ENERGY INCP2014-08-052014-08-05$5$5$0$0
740 SHS AUTOMATIC DATA PROCESSINGP2014-08-062014-08-11$59,400$52,242$7,158$7,158
118 SHS SEVENTY SEVEN ENERGY INCP2014-08-112014-08-14$2,860$2,712$148$148
1620 INVESCO PLC NEWP2014-08-142014-08-19$62,884$40,955$21,929$21,929
350 PNC FINL SVCS GROUP INCP2014-08-142014-08-19$28,872$22,125$6,747$6,747
736 SHS WAL MART STORES INCP2014-09-172014-09-22$55,938$54,325$1,613$1,613
7035.407 SHS HARBOR INTERNATIONAL FUND INSTP2014-09-232014-09-24$493,112$447,276$45,836$45,836
4015 SHS D R HORTON INCP2014-09-242014-09-29$83,370$76,833$6,537$6,537
1980.198 SHS FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND ISP2014-09-262014-09-29$19,901$20,614-$713-$713
150 SHS INTERNATIONAL BUSINESS MACHINESP2014-10-222014-10-27$24,309$32,312-$8,003-$8,003
993 SHS EATON CORP PLCP2014-10-292014-11-03$65,073$71,869-$6,796-$6,796
335 SHS ROBERT HALF INTERNATIONALP2014-10-292014-11-03$17,832$13,053$4,779$4,779
170 SHS HELMERICH & PAYNEP2014-12-152014-12-18$10,434$13,468-$3,034-$3,034
805 SHS DARDEN RESTAURANTS INCP2014-12-172014-12-22$45,181$37,868$7,313$7,313
102.375 AT&T INCP2014-07-15$39,927$38,922$1,005$1,005
CUYAHOGA CONTY OH CAP IMPTP2014-12-01$75,000$77,410-$2,410-$2,410
HAMILTON CNTY OH CONVENTION FACSP2014-06-02$25,000$28,281-$3,281-$3,281
JEFFERSON OH LOC SCH DISTP2014-12-01$30,000$29,279$721$721
30000 LORAIN CNTY OH HOSP REVP2014-05-282014-06-02$31,500$29,461$2,039$2,039
6832.061 SHS TEMPLETON GLOBALP2014-12-172014-12-18$84,103$90,750-$6,647-$6,647
VERIZON COMMUNICATIONSP2014-03-28$100,000$100,498-$498-$498
CAPITAL GAINS DIVIDENDSP$68,752$68,752$68,752
FieldValueIRS element (for citing)
Capital Gain Net Income$307,847CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$368,550AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,259,799NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.070069DistributionYr1Rt
Adjusted Qlfy Distri Yr2$101,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,071,648NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.024806DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,800,287NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$33,760AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$242,605NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.139156DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,886AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$116,035NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.102435DistributionYr5Rt
Total Distribution0.336466TotalDistributionRt
Average Distribution0.067293AverageDistributionRt
Net Vl Noncharitable Assets$6,821,560NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$459,043AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,941NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$462,984AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$381,175QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,881InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,881SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,881TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,720EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,720TotalPaymentsAndCreditsAmt
Tax Due$1,161TaxDueAmt

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 BooksGARY PILCHERIndividualWithBooksNm
Phone3307437000PhoneNum

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 GARY PILCHERPersonNm

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$6,613,574AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$311,868AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,925,442TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,925,442AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$103,882CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,821,560NetVlNoncharitableAssetsAmt
Minimum Investment Return$341,078MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$341,078MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,881TaxBasedOnInvestmentIncomeAmt
Total Tax$7,881TotalTaxAmt
Distributable Before Adj$333,197DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$333,197DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$333,197DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$381,175ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$381,175QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$381,175AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$333,197DistributableAsAdjustedAmt
Undistributed Income PY$73,667UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$381,175QualifyingDistributionsAmt
Applied To Year1$73,667AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$307,508AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$25,689UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

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 Phone3307437000RecipientPhoneNum
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 (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CANFIELD LOCAL SCHOOL DISTRICT
100 WADSWORTH STCANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$11,000
HABITAT FOR HUMANITY
480 YOUNGSTOWN POLAND RDSTRUTHERSOH44471N/APUBLIC CHARITYCHARITABLE$21,285
ITALIAN HERITAGE FOUNDATION
20 W FEDERAL STREETYOUNGSTOWNOH44503N/APUBLIC CHARITYCHARITABLE$1,000
KENT STATE UNIVERSITY
800 E SUMMIT STKENTOH44240N/APUBLIC CHARITYCHARITABLE$70,000
ST PAUL SCHOOL
925 E STATE STSALEMOH44460N/APUBLIC CHARITYCHARITABLE$10,000
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$110,000
CANFIELD ATHLETIC BOOSTERS INC
P O BOX 54CANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$25,000
CANFIELD PRESBYTERIAN CHURCH
140 W MAIN STREETCANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$5,000
D & E COUNSELING CENTER INC
142 JAVIT COURTAUSTINTOWNOH44515N/APUBLIC CHARITYCHARITABLE$11,000
RICH CENTER FOR AUTISM
1 UNIVERSITY PLAZAYOUNGSTOWNOH44555N/APUBLIC CHARITYCHARITABLE$16,890
THE ELLSWORTH HISTORICAL SOCIETY
9360 W WESTERN RESERVE RDCANFIELDOH44406N/APUBLIC CHARITYCHARITABLE$5,000
THE PUBLIC LIBRARY OF YOUNGSTOWN
305 WICK AVENUEYOUNGSTOWNOH44503N/APUBLIC CHARITYCHARITABLE$20,000
VFW MEANDER POST #9571
11397 ELLSWORTH RDNORTH JACKSONOH44451N/APUBLIC CHARITYCHARITABLE$5,000
POTENTIAL DEVELOPMENT PROGRAM
209 W WOODLAND AVEYOUNGSTOWNOH44502N/APUBLIC CHARITYCHARITABLE$15,000
UNITED WAY OF YOUNGSTOWN
255 WATT STYOUNGSTOWNOH44505N/APUBLIC CHARITYCHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$381,175TotalGrantOrContriPdDurYrAmt
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$29ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$163,504ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$307,847ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$471,380ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$471,380TotalIncomeProducingActyAmt

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$7,685Amt
Net Investment Income$7,685NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100,000 SHS WELLS FARGO & CO 3.676%$103,730$103,730
100,000 SHS STATOIL ASA NOTE$104,475$104,475
100,000 SHS COCA COLA CO 1.650%$100,633$100,633
100,000 SHS BERKSHIRE HATHAWAY FINANCE CORP 3.000%$101,561$101,561
100,000 SHS DEERE JOHN CAPITAL CORP$97,464$97,464
61,000 AT&T INC 2.500%$61,659$61,659
100,000 DISNEY WALT CO 2.750 %$101,612$101,612
100,000 AT&T INC 1.400%$98,997$98,997
100,000 PHILIP MORRIS INTL INC 3.250%$100,049$100,049

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2,210 SHS MICROSOFT CORPORATION$102,655$102,655
2,190 SHS QUANTA SERVICES INC$62,174$62,174
936 SHS ROYAL DUTCH SHELL PLC ADR A$62,665$62,665
810 AMERISOURCEBERGEN CORP$112,960$112,960
260 ANALOG DEVICES INC$14,435$14,435
830 ANTHEM INC$104,306$104,306
903 APPLE COMPUTER INC$99,673$99,673
952 CVS HEALTH CORP$91,687$91,687
2205 CHESAPEAKE ENERGY CORP$43,152$43,152
463 CHEVRON CORP$51,939$51,939
1220 CITIGROUP INC NEW$66,014$66,014
670 CONSTELLATION BRANDS INC$65,774$65,774
3655 CORNING INC$83,809$83,809
1595 DARDEN RESTAURANTS INC$93,515$93,515
810 DISNEY WALT CO$76,294$76,294
680 EASTMAN CHEMICAL CO$51,585$51,585
1124 EBAY INC.$63,079$63,079
305 FEDEX CORP$52,966$52,966
688 F5 NETWORKS INC$89,760$89,760
3752 GENERAL ELECTRIC$94,813$94,813
544 GOLDMAN SACHS GROUP INC$105,444$105,444
160 GOOGLE INC C1 A$84,906$84,906
1192 HCA HOLDINGS INC$87,481$87,481
510 HELMERICH & PAYNE$34,384$34,384
620 HONEYWELL INTERNATIONAL INC$61,950$61,950
3865 INTEL CORP$140,261$140,261
880 JOHNSON & JOHNSON$92,022$92,022
1186 KRAFT FOODS GROUP INC$74,315$74,315
745 NATIONAL OILWELL VARCO INC$48,820$48,820
1110 NUCOR CORP$54,446$54,446
685 PNC FINL SVCS GROUP INC$62,493$62,493
610 PEPSICO INC$57,682$57,682
55 ROBERT HALF INTERNATIONAL$77,025$77,025
936 SPDR S&P REGIONAL BANKING ETF$91,982$91,982
7 SIMON PROPERTY GROUP INC$87,355$87,355
1445 TJX COMPANIES INC$99,098$99,098
960 TRAVELERS COMPANIES INC$101,616$101,616
1,324 VALERO ENERGY CORP NEW$65,538$65,538
1,829 VERIZON COMMUNICATIONS$85,561$85,561
1,993 WISCONSIN ENERGY CORP$105,111$105,111
265 KINDER MORGAN INC$11,212$11,212
155 INTERNATIONAL BUSINESS MACHINES$24,868$24,868

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$949,839USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$949,839USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$54,880StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$54,880StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
8,413.462 SHS GOLDMAN SACH SMALL/MIDFMV$178,365$178,365
2,987.02 SHS OPPENHEIMER DEVELOPING MARKETS INSTITFMV$104,725$104,725
25,009 IVY INTERNATIONAL CORE EQUITY INSTLFMV$427,404$427,404
3279 JPMORGAN SMALL CAP COREFUND SELECTFMV$178,121$178,121
24,298 PIMCO COMMODITY REAL RETURN STRATEGY INSTITUTIONALFMV$108,854$108,854
986 VANGUARD REIT INDEX FUND ADMIRAL SHARESFMV$113,205$113,205
13,871 TEMPLETON GLOBAL BOND ADVISORFMV$172,141$172,141
8,423 BLACKROCK GNMA INSTITUTIONALFMV$83,556$83,556
20,668 FEDERATED INSTITUTIONAL HIGH YIELD BOND FUND ISFMV$204,198$204,198
21,698 FEDERATED ULTRASHORT BOND FUND IFMV$198,106$198,106

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATION ON INVESTMENTSDesc
Amt$32,518Amt

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$12,601$12,601$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$45,331Amt
Net Investment Income$45,331NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$11,490Amt
Net Investment Income$11,490NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.