LANG RACHEL BOYCE CHARITABLE TRUST XXX-XX-XXXX: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LANG RACHEL BOYCE CHARITABLE TRUST XXX-XX-XXXX (EIN 31-1603385)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201421299349102117
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-09T15:08:41-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESBANCO BANK | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BANK PLAZA | AddressLine1 |
| City | WHEELING | City |
| State | WV | State |
| ZIP Code | 26003 | 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 | 311603385 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL BOYCE LANG CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANG | BusinessNameControlTxt |
| Phone | 3303859200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16924 ST CLAIR AVENUE | 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 | CO-TRUSTEE | PersonTitleTxt |
| Phone | 3303859200 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIPS K MCCLUSKEY | PreparerPersonNm |
| Phone | 3042349400 | PhoneNum |
| Preparation | 2014-05-09 | 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 | $6,875,361 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $1,652 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,652 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $298,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $298,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $854,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,386 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $386,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $386,773 | TotalNetInvstIncmAmt |
| 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 | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $58,025 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,025 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,642 | 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 | $405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $405 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $63,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $337,487 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $337,487 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,547 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,037 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $325,701 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $151,801 | CashBOYAmt |
| Cash EOY | $2,161 | CashEOYAmt |
| Cash EOYFMV | $2,161 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $175,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $193,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $193,855 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,319 | AcctRcvblAmt |
| Acct Rcvbl BOY | $101 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,319 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $646,323 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $535,182 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $566,574 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,559,192 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,798,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,519,787 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,305,315 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,292,370 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,494,484 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $98,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,500 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $98,500 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,936,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,922,905 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,875,361 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,936,679 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,922,905 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,936,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,922,905 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,936,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,922,905 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,936,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,922,905 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,922,905 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 538. LEGGETT & PLATT, INC. | 2011-03-18 | 2013-02-01 | $15,917 | $12,272 | $3,645 | $3,645 | |
| 94. PHILIP MORRIS INTL | 2013-02-01 | $8,286 | $4,860 | $3,426 | $3,426 | ||
| 389. SEADRILL LTD CP | 2013-02-01 | $15,355 | $10,046 | $5,309 | $5,309 | ||
| 50000. BIOGEN IDEC 6% 03/01/2013 | 2009-06-26 | 2013-03-01 | $50,000 | $50,000 | |||
| 174. HONEYWELL INTERNATIONAL INC | 2009-02-11 | 2013-03-15 | $12,763 | $5,660 | $7,103 | $7,103 | |
| 50000. MEDCO HEALTH SOLUTIONS 6.125% 03/15/2013 | 2009-05-05 | 2013-03-15 | $50,000 | $50,000 | |||
| 100000. PPG INDUSTRIES 5.75% 03/15/2013 | 2008-09-04 | 2013-03-15 | $100,000 | $100,000 | |||
| 96. 3M COMPANY | 2010-12-16 | 2013-03-15 | $10,208 | $8,295 | $1,913 | $1,913 | |
| 201. KIMBERLY-CLARK CORP | 2008-08-12 | 2013-04-26 | $20,734 | $12,484 | $8,250 | $8,250 | |
| 284. PHILIP MORRIS INTL | 2005-12-28 | 2013-04-26 | $27,093 | $11,309 | $15,784 | $15,784 | |
| 152. PEPSICO INC | 2009-04-03 | 2013-04-30 | $12,517 | $7,985 | $4,532 | $4,532 | |
| 160. PROCTER & GAMBLE CO. | 2010-08-20 | 2013-04-30 | $12,440 | $9,586 | $2,854 | $2,854 | |
| 1455. TAIWAN SEMICONDUCTOR MFG CO LTD | 2010-07-06 | 2013-04-30 | $27,356 | $14,473 | $12,883 | $12,883 | |
| 559. ETRACS ALERIAN MLP INFRASTRUCTURE ETN | 2012-07-18 | 2013-04-30 | $21,219 | $18,516 | $2,703 | $2,703 | |
| 30000. OHIO ST HIGHER ED FAC COMMN REV 6% 05/01 | 2006-06-15 | 2013-05-01 | $30,000 | $30,000 | |||
| 30000. PASADENA CA PENSION FDG SER A 7.28% 05/1 | 2008-11-17 | 2013-05-15 | $30,000 | $30,323 | -$323 | -$323 | |
| 50000. RHODE ISLAND ECON DEV CORP REV HISTORIC STRUCTURES 4.52% 05/15/ | 2009-08-10 | 2013-05-15 | $50,000 | $50,000 | |||
| 75000. VERIZON MARYLAND 7.15% 05/01/2023 | 2011-10-20 | 2013-06-17 | $75,000 | $79,665 | -$4,665 | -$4,665 | |
| 100000. ALCOA 6% 07/15/2013 | 2008-07-28 | 2013-06-28 | $100,260 | $99,954 | $306 | $306 | |
| 50000. BERKSHIRE HATHAWAY FINANCE 5% 08/15/2013 | 2009-07-15 | 2013-08-15 | $50,000 | $50,000 | |||
| 50000. BANK OF NY MELLON INC. 5.125% 08/27/2013 | 2009-06-08 | 2013-08-27 | $50,000 | $50,000 | |||
| 746. AIRCASTLE LTD | 2012-03-09 | 2013-10-10 | $13,063 | $9,695 | $3,368 | $3,368 | |
| 535. AIRCASTLE LTD | 2012-03-09 | 2013-10-11 | $9,508 | $6,953 | $2,555 | $2,555 | |
| 544. AIRCASTLE LTD | 2012-03-09 | 2013-10-14 | $9,536 | $7,070 | $2,466 | $2,466 | |
| 891. AIRCASTLE LTD | 2012-03-09 | 2013-10-15 | $15,508 | $11,579 | $3,929 | $3,929 | |
| 1134. AIRCASTLE LTD | 2012-03-09 | 2013-10-16 | $19,927 | $14,737 | $5,190 | $5,190 | |
| 532. AIRCASTLE LTD | 2012-03-09 | 2013-10-17 | $9,392 | $6,914 | $2,478 | $2,478 | |
| 374. AIRCASTLE LTD | 2013-06-27 | 2013-10-17 | $6,602 | $5,896 | $706 | $706 | |
| CAPITAL GAIN DIVIDENDS | $1,974 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,386 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $325,215 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,586,743 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049374 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $318,428 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,565,417 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048501 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $287,348 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,056,886 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047442 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $304,631 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,889,136 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051728 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $317,844 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,515,092 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048786 | DistributionYr5Rt |
| Total Distribution | 0.245831 | TotalDistributionRt |
| Average Distribution | 0.049166 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,798,781 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $334,269 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,257 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $337,526 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $338,037 | 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 | $3,257 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,257 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,257 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,876 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,876 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $382 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1ST NATIONAL COMMUNITY BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3303859200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16924 ST CLAIR AVENUE | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARY SUE LANG | ||||||
| PO BOX 103 | EAST LIVERPOOL | OH | 43920 | TRUSTEE | 1 | $0 |
| CHARLES B LANG | ||||||
| RD 1 BOX 255 | CHESTER | WV | 26034 | TRUSTEE | 1 | $0 |
| JAMES R LANG | ||||||
| 24 PRIMROSE DRIVE | TRUMBULL | CT | 06611 | TRUSTEE | 1 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WESBANCO BANK - TECHNICAL ASSISTANCE PROVIDED TO ENSURE THE MAINTENANCE OF COMPLETE AND ACCURATE FINANCIAL RECORDS - FILING OF FORM 990-PF | Description1Txt |
| Expenses1 | $550 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,330,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $572,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,902,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,902,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,798,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,257 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,257 | TotalTaxAmt |
| Distributable Before Adj | $336,682 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $336,682 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $336,682 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,037 | 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 | $338,037 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,257 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $334,780 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $336,682 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,429 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | 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 | $338,037 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,429 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $336,608 | 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 | $74 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MT UNION COLLEGE | |||||||
| 1972 CLARK AVENUE | ALLIANCE | OH | 44601 | NONE | 501(C)(3) | ANNUAL DISTRIBUTION / | $93,065 |
| COPELAND OAKS RETIREMENT COMMUNITY | |||||||
| 715 SOUTH JOHNSON ROAD | SEBRING | OH | 44672 | NONE | 501(C)(3) | ANNUAL DISTRIBUTION / | $80,000 |
| CRANDALL MEDICAL CENTER | |||||||
| 715 SOUTH JOHNSON ROAD | SEBRING | OH | 44672 | NONE | 501(C)(3) | ANNUAL DISTRIBUTION / | $80,000 |
| KENT STATE UNIVERSITY - EAST LIVERP | |||||||
| 400 EAST 4TH STREET | EAST LIVERPOOL | OH | 43920 | NONE | 501(C)(3) | ANNUAL DISTRIBUTION / | $35,000 |
| SALVATION ARMY - EAST LIVERPOOL | |||||||
| 413 E 4TH STREET | EAST LIVERPOOL | OH | 43920 | NONE | 501(C)(3) | ANNUAL DISTRIBUTION / | $14,422 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 200 W 5TH STREET | EAST LIVERPOOL | OH | 43920 | NONE | 501(C)(3) | ANNUAL DISTRIBUTION / | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $337,487 | 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 |
| Exclusion | $1,652 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $298,735 | 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 | $86,386 | 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 | $386,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $386,773 | 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 | $550 | Amt |
| Disbursements Charitable Prps | $550 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (41 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GE CAPITAL CORP SERIES MTNA 6% | ||
| PPG INDUSTRIES 5.75% 3/15/2013 | ||
| ALCOA 6% 07/15/2013 | ||
| UNITED HEALTH GROUP 6% 6/15/17 | $99,854 | $114,761 |
| AMERICAN EXPRESS 7% 3/19/2018 | $200,494 | $238,968 |
| GOLDMAN SACHS 6.15% 4/1/2018 | $43,782 | $57,334 |
| VERIZON COMM 8.75% 11/01/2018 | $17,161 | $21,753 |
| ALTRIA GROUP 9.7% 11/10/2018 | $53,250 | $65,720 |
| AUTOZONE INC 6.95% 6/15/2016 | $50,801 | $56,447 |
| BANK OF NY MELLON 5.125% | ||
| BERKSHIRE HATHAWAY 5% 8/15/13 | ||
| BIOGEN IDEC 6% 03/01/2013 | ||
| CRH AMERICA 6% 09/30/2016 | $75,922 | $83,784 |
| COMPUTER SCIENCES CORP 6.5% | $49,267 | $57,373 |
| FEDEX CORP 7.375% 01/15/2014 | $50,227 | $50,115 |
| JEFFERIES GROUP 8.5% 7/15/2019 | $104,620 | $122,000 |
| KRAFT FOODS 6.125% 2/1/2018 | $103,148 | $115,369 |
| MEDCO HEALTH SOLUTIONS 6.125% | ||
| PPL ENERGY SUPPLY 6.5% 5/1/18 | $88,465 | $111,240 |
| STARBUCKS CORP 6.25% 8/15/2017 | $48,123 | $58,260 |
| 3M COMPANY | ||
| VIACOM 6.25% 4/30/2016 | $51,160 | $55,754 |
| WESTERN UNION COMPANY 6.5% | $50,331 | $50,434 |
| WYETH 5.5% 2/15/2016 | $51,131 | $54,906 |
| BLACKROCK INC 6.25% 9/15/2017 | $105,691 | $116,027 |
| BROADRIDGE FINANCIAL SOLUTIONS | $77,479 | $81,689 |
| DIRECTV HOLDINGS 7.625% | ||
| MBNA (BAC) 5% 6/15/2015 | $101,835 | $105,633 |
| VALERO ENERGY 6.125% 6/15/17 | $76,443 | $85,514 |
| WILLIS N AMERICA 5.625% 7/15/1 | $51,698 | $53,364 |
| VERIZON MARYLAND 7.15% 5/1/13 | ||
| CLOROX COMPANY 5.95% 10/15/17 | $53,317 | $57,088 |
| NATIONAL OILWELL VARCO 6.125% | $50,582 | $50,056 |
| QUEST DIAGNOSTICS 5.45% 11/1/1 | ||
| ENTERGY CORP 4.7% 1/15/2017 | $104,151 | $107,522 |
| BMC SOFTWARE INC 7.25% 06/18 | $56,455 | $50,500 |
| KLA-TENCOR CORP 6% 5/2018 | $118,474 | $117,014 |
| PLAINS EXPLORATION & PRODUCTIO | $112,919 | $110,362 |
| QUEST DIAGNOSTICS 5.45% 11/15 | $52,000 | $53,892 |
| TEVA PHARMACEUTICAL FIN CO | $77,522 | $77,165 |
| TYCO ELECTRONICS GROUP 6.55% | $116,068 | $114,440 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BRITISH AMERICAN TOBACCO COMPA | $31,836 | $73,798 |
| CHEVRON CORPORATION | $40,377 | $69,700 |
| GLAXO SMITHKLINE SPONSORED PLC | $61,305 | $64,549 |
| MICROSOFT CORP | $46,667 | $66,178 |
| TRI-STATE FIRST BANK INC | $270,120 | $163,603 |
| VODAFONE GROUP PLC - SP ADR | $44,545 | $82,079 |
| JOHNSON AND JOHNSON | $57,256 | $83,896 |
| SANOFI-AVENTIS ADR | $60,901 | $72,883 |
| KIMBERLY-CLARK CORP | $33,528 | $55,259 |
| PHILIP MORRIS INTL | $23,813 | $50,187 |
| ANNALY CAPITAL MGMT | ||
| ASTRAZENECA PLC | $58,936 | $76,825 |
| RPM INC | $44,847 | $93,564 |
| SIEMANS AG | ||
| AT&T | $39,067 | $54,076 |
| CONOCOPHILLIPS | $44,792 | $76,797 |
| DUKE ENERGY CORP | $41,122 | $62,799 |
| EMERSON ELECTRIC CO | $41,418 | $86,602 |
| EXELON CORPORATION | ||
| HONEYWELL INTERNATIONAL INC | $32,958 | $90,182 |
| PEPSICO INC | $38,331 | $54,989 |
| TRI-STATE 1ST BANK INC - SER B | $500,000 | $500,000 |
| ACCENTURE PLC | $37,398 | $64,296 |
| FRANCE TELECOM | ||
| GOVERNMENT PROPERTIES INC TR | $62,937 | $61,827 |
| HEALTH CARE REIT INC | $44,904 | $53,570 |
| INTEL | $65,025 | $82,199 |
| JP MORGAN CHASE ALERIAN ML IND | ||
| PROCTER & GAMBLE | $43,181 | $58,045 |
| ROYAL DUTCH SHELL PLC | $57,329 | $75,035 |
| TAIWAN SEMICONDUCTOR MANUFACTU | $37,545 | $64,005 |
| TOTAL FINA SA SPON ADR | $65,112 | $82,592 |
| SEADRILL LTD CP | $43,264 | $82,982 |
| LEGGETT & PLATT INC | $58,892 | $81,991 |
| PAYCHEX INC | $61,310 | $93,245 |
| POWERSHARES S&P 500 LOW VOLATI | ||
| AIRCASTLE LTD | ||
| WESTPAC BANKING CORP | $60,962 | $77,418 |
| ZURICH INSURANCE GROUP AG | $59,450 | $71,904 |
| CA INC | $64,937 | $83,822 |
| NEW YORK COMMUNITY BANCORP INC | $60,797 | $78,470 |
| 3M COMPANY | $44,096 | $70,686 |
| ETRACS ALERIAN MLP INFRASTRUCT | $104,077 | $123,100 |
| APPLE INC | $66,109 | $82,470 |
| TAL INTL GROUP | $70,503 | $84,132 |
| SMITHS GROUP PLC | $55,557 | $71,543 |
| ORANGE SA | $54,611 | $37,025 |
| PENNYMAC MORTGAGE INVESTMENT T | $68,703 | $61,464 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $535,182 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $566,574 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SUNTRUST BANK CD 4% 5/28/14 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $98,500 | BookValueAmt |
| EOYFMV | $98,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $405 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $405 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-NOT SUBJE | CategoryTxt |
| Amt | $58,025 | Amt |
| Net Investment Income | $58,025 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,642 | $2,642 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,438 | $0 | $0 |
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