TRI-STATE 1ST BANC CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TRI-STATE 1ST BANC CHARITABLE TRUST (EIN 27-4648518)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-08
- IRS object ID
- 201410679349100201
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-08T07:30:50-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER STACEY & ASSOCIATES INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16639 SAINT CLAIR AVE | AddressLine1 |
| City | EAST LIVERPOOL | City |
| State | OH | State |
| ZIP Code | 439209488 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274648518 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-STATE 1ST BANC CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRI- | BusinessNameControlTxt |
| Phone | 3303859200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16924 ST CLAIR AVE PO BOX 796 | AddressLine1 |
| City | EAST LIVERPOOL | City |
| State | OH | State |
| ZIP Code | 43920 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES B LANG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3303859200 | PhoneNum |
| Signature | 2013-02-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M STACEY CPA | PreparerPersonNm |
| PTIN | P00076757 | PTIN |
| Phone | 3303850516 | PhoneNum |
| Preparation | 2014-02-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $110 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $110 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $110 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $903 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $903 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,174 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $300 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $300 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $300 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $13,852 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,313 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,313 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $250 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $378 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $628 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,313 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,313 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $598 | CashBOYAmt |
| Cash EOY | $6,594 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $98,334 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,562 | SavAndTempCashInvstEOYAmt |
| Total Assets BOY | $98,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $107,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $98,932 | RetainedEarningBOYAmt |
| Retained Earning EOY | $107,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $98,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $107,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $98,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $107,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $98,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,224 | ExcessRevenueOverExpensesAmt |
| Subtotal | $107,156 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $107,156 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $98,269 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050881 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $105,000 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047619 | DistributionYr2Rt |
| Total Distribution | 0.098500 | TotalDistributionRt |
| Average Distribution | 0.049250 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $197,985 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,751 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,764 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26 | SubtotalAmt |
| Tax Based On Investment Income | $26 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $26 | TaxDueAmt |
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 |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JEFFREY W BAIL CPA | IndividualWithBooksNm |
| Phone | 3303859200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 796 | AddressLine1 |
| City | EAST LIVERPOOL | City |
| State | OH | State |
| ZIP Code | 43920 | ZIPCode |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E BLAIR | ||||||||
| 13619 N BONITA DRIVE | FOUNTAIN HILLS | AZ | 85268 | ADVISORY COM | 2.00 | $0 | $0 | $0 |
| STEVE SANT | ||||||||
| 3540 MT HICKORY BLVD | HERMITAGE | PA | 16148 | ADVISORY COM | 2.00 | $0 | $0 | $0 |
| CHARLES B LANG | ||||||||
| 275 BOYCE DRIVE | CHESTER | WV | 26034 | ADVISORY COM | 2.00 | $0 | $0 | $0 |
| JOHN C THOMPSON | ||||||||
| 913 PARK BLVD | EAST LIVERPOOL | OH | 43920 | CHAIRMAN ADV | 2.00 | $0 | $0 | $0 |
| STEPHEN W COOPER | ||||||||
| 933 PARK BLVD | EAST LIVERPOOL | OH | 43920 | ADVISORY COM | 2.00 | $0 | $0 | $0 |
| JEFFREY W BAIL CPA | ||||||||
| 16924 ST CLAIR AVE | EAST LIVERPOOL | OH | 43920 | VP/SR TRUST | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EAST LIVERPOOL YMCA | Description1Txt |
| Expenses1 | $2,000 | Expenses1Amt |
| Description2 | TEAM MOJO UNDER PRIVILEGE YOUTH | Description2Txt |
| Expenses2 | $500 | Expenses2Amt |
| Description3 | LOU HOLTZ HALL OF FAME | Description3Txt |
| Expenses3 | $500 | Expenses3Amt |
| Description4 | BEAVER CREEK WILDLIFE EDUCATION CENTER OPERATING FUND | Description4Txt |
| Expenses4 | $500 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $98,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $100,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $201,000 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $201,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,015 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $197,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26 | TotalTaxAmt |
| Distributable Before Adj | $9,873 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,873 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,873 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,873 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $5,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $99 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,099 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $4,873 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,873 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $226 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $226 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $127 | ExcessFromYear2Amt |
| Excess From Year1 | $99 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| EAST LIVERPOOL YMCA | ||||||
| PO BOX 77 | EAST LIVERPOOL | OH | 43920 | NON-PROFIT | FOOD BANK | $2,000 |
| TEAM MOJO FOUNDATION | ||||||
| 737 MAYBERRY LANE | EAST LIVERPOOL | OH | 43920 | NON-PROFIT | UNDER PRIVILEGE CHILDREN | $500 |
| THOMPSON PARK | ||||||
| 49666 VILLA VIEW DR | EAST LIVERPOOL | OH | 43920 | NON-PROFIT | CITY PARK | $500 |
| FIRST UNITED METHOD CHURCH | ||||||
| 114 E WASHINGTON STREET | LISBON | OH | 44432 | NON-PROFIT | COMPUTERS FOR OHIO BENEFIT BANK | $500 |
| BEAVER CREEK WILDLFIE ED CENTER | ||||||
| 11191 ECHO DELL ROAD | EAST LIVERPOOL | OH | 43920 | NON-PROFIT | OPERATION OF CENTER | $500 |
| LOU HOTLZ HALL OF FAME | ||||||
| 120 E 5TH STREET | EAST LIVERPOOL | OH | 43920 | NON-PROFIT | OPERATIONS | $500 |
| VALLEY PARISH NURSE MINISTRY | ||||||
| 49430 BERKSHIRE ROAD | EAST LIVERPOOL | OH | 43920 | NON-PROFIT | HEALTH CARE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $110 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $903 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $300 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,539 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,852 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,852 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | TRI-STAT 1ST BANC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16924 ST CLAIR AVE | AddressLine1 |
| City | EAST LIVERPOOL | City |
| State | OH | State |
| ZIP Code | 43920 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $250 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (6 entries)
| WILLIAM E BLAIR |
| STEVE SANT |
| CHARLES B LANG |
| JOHN C THOMPSON |
| STEPHEN W COOPER |
| JEFFREY W BAIL CPA |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| KELLOGG | 2012-08 | PURCHASE | 2013-01 | $5,661 | $5,141 | $520 |
| HSBC HOLDINGS | 2012-10 | PURCHASE | 2013-01 | $5,405 | $4,940 | $465 |
| NORFOLK SOUTHERN | 2012-09 | PURCHASE | 2013-01 | $3,241 | $3,253 | -$12 |
| MICROSOFT | 2012-11 | PURCHASE | 2013-01 | $4,186 | $4,085 | $101 |
| MERCK & CO | 2013-02 | PURCHASE | 2013-02 | $8,499 | $8,238 | $261 |
| WAL-MART | 2012-11 | PURCHASE | 2013-02 | $3,552 | $3,421 | $131 |
| INTEL | 2012-10 | PURCHASE | 2013-03 | $3,275 | $3,240 | $35 |
| WAL-MART | 2013-06 | PURCHASE | 2013-10 | $3,848 | $3,682 | $166 |
| MISCROSOFT | 2013-07 | PURCHASE | 2013-11 | $3,757 | $3,251 | $506 |
| EXXON | 2013-08 | PURCHASE | 2013-11 | $4,750 | $4,384 | $366 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $300 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $300 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TAXES | $12 |
| FEES | $300 |
| FOREIGN TAXES | $16 |
| STATE OF OHIO | $50 |
Comments