JOHN & DENISE YORK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOHN & DENISE YORK FOUNDATION (EIN 31-1536162)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201541339349101729
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T12:38:17-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341897225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6603 SUMMIT DRIVE | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311536162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN AND DENISE YORK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3309652000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7620 MARKET ST | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN C YORK II | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3309652000 | PhoneNum |
| Signature | 2015-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILIP R CARLON | PreparerPersonNm |
| PTIN | P00045607 | PTIN |
| Phone | 3307588613 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,501 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,353 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,353 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,351 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,351 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,706 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $740 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $575 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $113 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,428 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,903 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,903 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,331 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,331 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$108,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,706 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,708 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,378 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $133,805 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,510 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,123 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $149,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,501 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $149,513 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $149,513 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $149,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $149,513 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$108,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $40,888 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 102.42 SHS DODGE & COX BALANCED FUND | P | 2014-08-15 | $44,000 | $29,175 | $14,825 | $14,825 |
| 102.18 SHS DODGE & COX BALANCED FUND | P | 2014-10-30 | $50,000 | $33,232 | $16,768 | $16,768 |
| 103.12 SHS DODGE & COX BALANCED FUND | P | 2014-11-05 | $50,000 | $32,929 | $17,071 | $17,071 |
| 102.23 SHS DODGE & COX BALANCED FUND | P | 2014-12-15 | $15,000 | $9,965 | $5,035 | $5,035 |
| CAPITAL GAINS DIVIDENDS | P | $1,652 | $1,652 | $1,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,351 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,607 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $251,639 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.407755 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,540 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $294,013 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.307946 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $124,541 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $365,580 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.340667 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $110,982 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $442,454 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.250833 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $161,684 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $531,570 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.304163 | DistributionYr5Rt |
| Total Distribution | 1.611364 | TotalDistributionRt |
| Average Distribution | 0.322273 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $178,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,396 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $587 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,983 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $167,331 | 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 | $587 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $587 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $187 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN C YORK II | IndividualWithBooksNm |
| Phone | 3309652000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7620 MARKET ST | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARIE DENISE DEBARTOLO YORK | ||||||||
| 7620 MARKET ST | YOUNGSTOWN | OH | 44512 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOHN C YORK II | ||||||||
| 7620 MARKET ST | YOUNGSTOWN | OH | 44512 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $166,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,492 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $180,810 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $180,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,712 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $178,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $587 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $587 | TotalTaxAmt |
| Distributable Before Adj | $8,318 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,318 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,318 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,331 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,331 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $587 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $166,744 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $135,319 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89,049 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $106,422 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,175 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $90,679 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $497,644 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,331 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $159,013 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $656,657 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $135,319 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $521,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,049 | ExcessFromYear4Amt |
| Excess From Year3 | $106,422 | ExcessFromYear3Amt |
| Excess From Year2 | $76,175 | ExcessFromYear2Amt |
| Excess From Year1 | $90,679 | ExcessFromYear1Amt |
| Excess From Current Year | $159,013 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARIE DENISE DEBARTOLO YORK | ContributingManagerNm |
| Contributing Manager | JOHN C YORK II | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN C YORK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7620 MARKET STREET | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3309652000 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION STATING INTENDED USE OF FUNDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SAN FRANCISCO FORTY NINERS FOUNDATION | |||||||
| 4949 MARIE P DEBARTOLO WAY | SANTA CLARA | CA | 95054 | N/A | PUBLIC CHARITY | DONATION | $12,000 |
| THE OHIO STATE UNIVERSITY | |||||||
| 281 WEST LANE AVE 2ND FLOOR | COLUMBUS | OH | 43210 | N/A | PUBLIC CHARITY | DONATION | $10,476 |
| UNIVERSITY OF AKRON | |||||||
| PO BOX 2260 | AKRON | OH | 44309 | N/A | PUBLIC CHARITY | DONATION | $3,113 |
| MOLLIE KESSLER SCHOOLACLD LEARNING CTR | |||||||
| 118 E WOOD ST | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | DONATION | $5,000 |
| KENT STATE UNIVERSITY | |||||||
| 800 E SUMMIT STREET | KENT | OH | 44240 | N/A | PUBLIC CHARITY | DONATION | $13,800 |
| CARDINAL MOONEY HIGH SCHOOL | |||||||
| 2545 ERIE STREET | YOUNGSTOWN | OH | 44507 | N/A | PUBLIC CHARITY | DONATION | $13,155 |
| ST MARY'S COLLEGE | |||||||
| 110 LEMANS HALL | NOTRE DAME | IN | 46556 | N/A | PUBLIC CHARITY | DONATION | $25,000 |
| YOUNGSTOWN STATE UNIVERSITY | |||||||
| 606 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | DONATION | $25,000 |
| HENRY STAMBAUGH AUDITORIUM | |||||||
| 1000 FIFTH AVENUE | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | DONATION | $25,000 |
| URSULINE HIGH SCHOOL | |||||||
| 750 WICK AVENUE | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | DONATION | $3,150 |
| YOUNGSTOWN CHRISTIAN SCHOOL | |||||||
| 4401 SOUTHERN BLVD | YOUNGSTOWN | OH | 44512 | N/A | PUBLIC CHARITY | DONATION | $5,209 |
| LOYOLA UNIVERSITY | |||||||
| 2160 SOUTH FIRST AVENUE | MAYWOOD | IL | 60153 | N/A | PUBLIC CHARITY | DONATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,903 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,353 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,351 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,706 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,706 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HILL, BARTH & KING LLC | CategoryTxt |
| Amt | $740 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $740 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DODGE & COX BALANCED FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $33,510 | BookValueAmt |
| EOYFMV | $46,123 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $113 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $113 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAX | $100 | $0 | $100 |
| FEDERAL TAX | $475 | $0 | $475 |
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