STILLWAGON FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: STILLWAGON FAMILY FOUNDATION (EIN 34-1784044)
Tax period: 2012-09-01 to 2013-08-31
Filed: 2013-12-09
IRS object ID: 201303439349100305
Schema version: 2012v2.1
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
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-12-09T15:49:59-06:00	Timestamp
Tax Period End Date	2013-08-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	341897225	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HILL BARTH & KING LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 FEDERAL STREET EAST SUITE 514	AddressLine1
City	YOUNGSTOWN	City
State	OH	State
ZIP Code	445031887	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-09-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	341784044	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE STILLWAGON FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	STIL	NameControl
Phone	3307471903	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	8295 MAPLEVALE DRIVE	AddressLine1
City	CANFIELD	City
State	OH	State
ZIP Code	44406	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	FREDERICK J STILLWAGON	Name
Title	TRUSTEE	Title
Phone	3307471903	Phone
Date Signed	2013-12-04	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JAMES DASCENZO	Name
PTIN	P00045020	PTIN
Phone	3307471903	Phone
Date Prepared	2013-12-04	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	346743	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	200	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	9034	DividendsRevAndExpnss
Dividends Net Invst Incm	9034	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	12680	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	115084	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	12680	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	21914	TotalRevenueAndExpenses
Total Net Investment Income	21714	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	1475	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss	353	TaxesRevAndExpnss
Taxes Net Invst Incm	353	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	5081	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	5081	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	6909	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	5434	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	15999	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	15999	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	22908	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	5434	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	15999	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-994	ExcessOfRevenueOverExpenses
Net Investment Income	16280	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	7022	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	16770	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	16770	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	5239	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	2098	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	2239	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	265896	InvestmentsCorpStockBOY
Investments Corp Stock EOY	256500	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	308548	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	17700	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	19495	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	19186	InvestmentsCorpBondsEOYFMV
Total Assets BOY	295857	TotalAssetsBOY
Total Assets EOY	294863	TotalAssetsEOY
Total Assets EOYFMV	346743	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	295857	CapitalStockBOY
Capital Stock EOY	294863	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	0	RetainedEarningsBOY
Retained Earnings EOY	0	RetainedEarningsEOY
Total Net Assets BOY	295857	TotalNetAssetsBOY
Total Net Assets EOY	294863	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	295857	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	294863	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	295857	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-994	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	294863	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	294863	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (152 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
759 SHS ISHARES MSCI JAPAN ETF INDEX FD	P	2012-06-26	2012-09-06	6795	6838	-43	-43
24 SHS PARKER-HANNIFIN CORP	P	2011-12-27	2012-10-22	1870	1875	-5	-5
2 SHS ACCENTURE PLC IRELAND SHARES CL A	P	2012-05-02	2012-12-04	137	130	7	7
3 SHS AMERICAN TOWER CORP REIT	P	2012-01-05	2012-12-04	226	181	45	45
9 SHS ASCENA RETAIL GROUP INC	P	2012-05-03	2012-12-04	176	193	-17	-17
6 SHS BRINKER INTL INC	P	2012-08-02	2012-12-04	175	194	-19	-19
4 SHS CARDTRONICS INC	P	2012-05-02	2012-12-04	92	118	-26	-26
5 SHS EMC CORP MASS	P	2012-05-19	2012-12-04	125	126	-1	-1
2 SHS EASTMAN CHEMICAL CO	P	2012-08-02	2012-12-04	120	105	15	15
5 SHS INDEX SHS INC MSCI S KOREA WEBS	P	2012-08-20	2012-12-04	298	289	9	9
32 SHS FREEPORT-MCMORAN COPPER & GOLD INC	P	2012-01-26	2012-12-04	988	1507	-519	-519
22 SHS HUNTINGTON BANCSHARES INC	P	2012-10-09	2012-12-04	133	157	-24	-24
13 SHS ISHARES MSCI UNITED KINGDOM	P	2012-06-26	2012-12-04	231	206	25	25
5 SHS MICROSOFT CORP	P	2012-01-26	2012-12-04	132	148	-16	-16
5 SHS MONDELEZ INTL INC	P	2012-10-03	2012-12-04	128	139	-11	-11
3 SHS OMNICOM GROUP	P	2012-01-20	2012-12-04	148	141	7	7
4 SHS PVH CORP	P	2012-05-29	2012-12-04	455	332	123	123
5 SHS PFIZER INCORPORATED	P	2012-11-09	2012-12-04	126	121	5	5
2 SHS PHILIP MORRIS INTERNATIONAL	P	2012-05-03	2012-12-04	178	180	-2	-2
3 SHS PHILIPS 66	P	2012-11-01	2012-12-04	155	142	13	13
2 SHS SPDR S&P BIOTECH	P	2012-10-22	2012-12-04	176	178	-2	-2
3 SHS TIME WARNER INC NEW	P	2012-01-20	2012-12-04	140	113	27	27
4 SHS US BANCORP NEW	P	2012-11-29	2012-12-04	126	130	-4	-4
26 SHS ASCENA RETAIL GROUP INC	P	2012-05-03	2013-03-04	428	558	-130	-130
35 SHS ASCENA RETAIL GROUP INC	P	2012-05-04	2013-03-04	576	760	-184	-184
42 SHS ASCENA RETAIL GROUP INC	P	2012-05-07	2013-03-04	691	906	-215	-215
60 SHS EMC CORP MASS	P	2012-06-19	2013-05-06	1399	1515	-116	-116
96 SHS EMC CORP MASS	P	2012-12-18	2013-05-06	2239	2478	-239	-239
72 SHS MONDELEZ INTL INC	P	2012-10-03	2013-05-06	2266	2006	260	260
61 SHS US BANCORP NEW	P	2012-11-29	2013-05-06	2005	1982	23	23
22 SHS SPDR S&P BIOTECH	P	2012-10-22	2013-06-28	2302	1959	343	343
136 SHS HUNTINGTON BANCSHARES INC	P	2012-10-09	2013-07-10	1125	971	154	154
145 SHS HUNTINGTON BANCSHARES INC	P	2012-10-09	2013-07-18	1217	1035	182	182
60 SHS SELECT SECTOR SPDR FD MATERIALS	P	2013-01-15	2013-08-01	2453	2340	113	113
60 SHS CYPRESS SEMICONDUCTOR	P	2011-03-17	2012-09-26	631	1112	-481	-481
67 SHS CYPRESS SEMICONDUCTOR	P	2011-03-17	2012-09-27	720	1241	-521	-521
41 SHS LAM RESEARCH CORP	P	2011-02-09	2012-09-20	1336	2199	-863	-863
24 SHS EXPRESS SCRIPTS IN CL A	P	2008-03-24	2012-10-22	1504	749	755	755
6 SHS EXPRESS SCRIPTS IN CL A	P	2009-06-26	2012-10-22	376	205	171	171
9 SHS CHEVRON CORPORATION	P	2006-07-25	2012-11-01	1000	597	403	403
4 SHS CHEVRON CORPORATION	P	2008-07-31	2012-11-01	445	342	103	103
1 SHS CHEVRON CORPORATION	P	2009-08-05	2012-11-01	111	70	41	41
13 SHS CHEVRON CORPORATION	P	2010-07-27	2012-11-01	1445	975	470	470
21 SHS SPDR S&P 500 TRUST ETF	P	2011-09-27	2012-11-29	2983	2489	494	494
28 SHS UNITEDHEALTH GROUP INC	P	2011-10-19	2012-11-09	1490	1306	184	184
14 SHS AT&T INC	P	2008-09-09	2012-12-04	475	457	18	18
6 SHS CHURCH & DWIGHT INC	P	2006-02-24	2012-12-04	322	104	218	218
6 SHS CISCO SYS INC	P	2008-03-12	2012-12-04	115	152	-37	-37
2 SHS CULLEN FROST BANKERS INC	P	2010-12-27	2012-12-04	107	123	-16	-16
11 SHS DICKS SPORTING GOODS INC	P	2010-06-14	2012-12-04	571	318	253	253
7 SHS DONALDSON COMPANY INC	P	2010-03-01	2012-12-04	232	146	86	86
4 SHS ENSCO PLC	P	2011-05-24	2012-12-04	235	219	16	16
2 SHS EXPRESS SCRIPTS IN CL A	P	2009-05-25	2012-12-04	108	68	40	40
5 SHS EXXON MOBIL CORP	P	2007-11-28	2012-12-04	437	435	2	2
9 SHS FREEPORT-MCMORAN COPPER &GOLD	P	2011-03-24	2012-12-04	345	491	-146	-146
28 SHS FREEPORT-MCMORAN COPPER &GOLD	P	2011-03-24	2012-12-04	865	1528	-663	-663
37 SHS FREEPORT-MCMORAN COPPER &GOLD	P	2011-08-10	2012-12-04	1143	1646	-503	-503
1 SHS GRACO INCORPORATED COM	P	2009-05-13	2012-12-04	49	22	27	27
2 SHS GRACO INCORPORATED COM	P	2009-05-14	2012-12-04	99	45	54	54
4 SHS HUBBELL INC CL B	P	2011-03-17	2012-12-04	328	271	57	57
2 SHS ISHARES MSCI EAFE IN ETF	P	2007-01-17	2012-12-04	111	146	-35	-35
3 SHS ISHARES CORE S&P MIDCAP	P	2011-01-10	2012-12-04	300	271	29	29
2 SHS ISHARES CORE S&P MIDCAP	P	2011-01-12	2012-12-04	200	185	15	15
5 SHS ISHARES CORE S&P SMALLCAP	P	2010-03-26	2012-12-04	381	299	82	82
7 SHS ISHARES CORE S&P SMALLCAP	P	2010-04-21	2012-12-04	533	444	89	89
2 SHS ISHARES IBOXX INV GRADE CORP BOND	P	2010-04-07	2012-12-04	244	210	34	34
7 SHS INTEL CORP	P	2009-10-14	2012-12-04	139	147	-8	-8
7 SHS INTERNATIONAL PAPER CO	P	2009-12-09	2012-12-04	255	182	73	73
6 SHS KBR INC	P	2011-01-14	2012-12-04	167	190	-23	-23
2 SHS MASIMO	P	2011-08-10	2012-12-04	42	47	-5	-5
7 SHS METLIFE INC	P	2010-12-17	2012-12-04	233	306	-73	-73
10 SHS JPMORGAN CHASE & CO	P	2009-09-24	2012-12-04	404	451	-47	-47
5 SHS CNECK INC NEW	P	2006-07-18	2012-12-04	222	91	131	131
10 SHS ORACLE CORPORATION	P	2011-11-11	2012-12-04	324	325	-1	-1
5 SHS PEPSICO INCORPORATED	P	1997-01-06	2012-12-04	349	138	211	211
26 SHS POWERSHARES DB COMMD ETF	P	2008-12-19	2012-12-04	726	532	194	194
9 SHS POWERSHARES DB COMMD ETF	P	2009-03-31	2012-12-04	251	180	71	71
13 SHS POWERSHARES S&P SMALLCAP CONSUMER DISCRECTIONARY	P	2010-08-11	2012-12-04	422	288	134	134
5 SHS POWERSHARES S&P SMALLCAP UTILITIES	P	2010-08-12	2012-12-04	150	126	24	24
21 SHS POWERSHARES S&P SMALLCAP FINANCIALS	P	2010-08-11	2012-12-04	638	492	146	146
12 SHS POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY	P	2010-08-11	2012-12-04	355	271	84	84
4 SHS POWERSHARES S&P SMALLCAP INDUSTRIALS	P	2010-08-11	2012-12-04	125	93	32	32
11 SHS POWERSHARES S&P SMALLCAP HEALTH CARE	P	2010-04-28	2012-12-04	388	279	109	109
3 SHS SPDR S&P 500 TRUST ETF	P	2011-09-27	2012-12-04	424	356	68	68
12 SHS SPDR BARCLAYS HIGH YIELD BOND ETF	P	2009-08-05	2012-12-04	486	437	49	49
3 SHS 3M CO	P	2007-04-27	2012-12-04	271	245	26	26
4 SHS UNITED TECHNOLOGIES CORP	P	2006-02-24	2012-12-04	322	234	88	88
2 SHS UNITEDHEALTH GROUP INC	P	2011-10-19	2012-12-04	108	93	15	15
4 SHS VANGAURD TOTAL BOND MARKET	P	2011-10-13	2012-12-04	340	332	8	8
50 SHS VANGUARD MSCI EMERGING MARKETS	P	2009-06-26	2012-12-04	2112	1599	513	513
7 SHS VANGAURD REIT	P	2009-06-24	2012-12-04	454	268	186	186
7 SHS VERIZON COMMUNICATIONS COMM	P	2010-08-27	2012-12-04	307	209	98	98
39 SHS VANGUARD MSCI EAFE ETF	P	2009-05-15	2012-12-04	1337	1054	283	283
3 SHS WHITING PETROLEUM CORP	P	2009-05-13	2012-12-04	128	59	69	69
1000 SHS BELLSOUTH 5.2% 9/15/14	P	2009-08-06	2012-12-04	1077	1078	-1	-1
43 SHS INTEL CORP	P	2009-10-14	2013-01-04	911	903	8	8
15 SHS INETL CORP	P	2010-01-05	2013-01-04	318	312	6	6
14 SHS PEPSICO INCORPORATED	P	1997-01-06	2013-01-04	971	388	583	583
19 SHS PEPSICO INCORPORATED	P	2007-08-17	2013-01-04	1318	1314	4	4
1 SHS PEPSICO INCORPORATED	P	2009-08-05	2013-01-04	69	58	11	11
8 SHS PEPSICO INCORPORATED	P	2010-02-22	2013-01-04	555	499	56	56
11 SHS SPDR S&P 500 TRUST ETF	P	2006-02-24	2013-01-04	1607	1304	303	303
68 SHS VANGUARD MSCI EMRGING MARKETS	P	2010-06-14	2013-01-04	3067	2174	893	893
2000 SHS GOLDMAN SACHS GROUP INC SENIOR NOTES	P	2006-02-24	2013-01-04	2360	2138	222	222
2000 SHS US TREASURY NOTES 4.250% DUE 11/15/17	P	2009-08-06	2013-01-15	2337	2091	246	246
16 SHS ISHARES MSCI EAFE IN ETF	P	2007-01-17	2013-04-29	987	1170	-183	-183
1 SHS ISHARES MSCI EAFE IN ETF	P	2007-01-17	2013-04-30	62	73	-11	-11
4 SHS ISHARES MSCI EAFE IN ETF	P	2010-02-02	2013-04-30	248	216	32	32
12 SHS ISHARES MSCI EAFE IN ETF	P	2011-01-10	2013-04-30	743	684	59	59
17 SHS VANGUARD MSCI EAFE ETF	P	2009-05-15	2013-04-29	649	460	189	189
46 SHS VANGUARD MSCI EAFE ETF	P	2009-09-16	2013-04-29	1755	1605	150	150
61 SHS VANGUARD MSCI EAFE ETF	P	2009-09-16	2013-04-30	2334	2128	206	206
2 SHS VANGUARD MSCI EAFE ETF	P	2009-09-16	2013-04-30	77	67	10	10
6 SHS AT&T INC	P	2008-09-09	2013-05-29	215	196	19	19
13 SHS AT&T INC	P	2009-06-26	2013-05-29	466	322	144	144
30 SHS AT&T INC	P	2010-03-25	2013-05-29	1075	787	288	288
11 SHS AT&T INC	P	2010-08-27	2013-05-29	394	296	98	98
13 SHS ONEOK INC NEW	P	2006-07-18	2013-05-29	597	237	360	360
10 SHS ONEOK INC NEW	P	2009-12-04	2013-05-29	459	204	255	255
14 SHS ONEOK INC NEW	P	2009-12-07	2013-05-29	642	290	352	352
5 SHS UNITEDHEALTH GROUP INC	P	2011-10-19	2013-05-15	307	233	74	74
32 SHS UNITEDHEALTH GROUP INC	P	2012-01-26	2013-05-15	1968	1615	353	353
38 SHS VERIZON COMMUNICATIONS COMM	P	2010-08-27	2013-05-29	1880	1133	747	747
2 SHS EXPRESS SCRIPTS IN CL A	P	2009-06-26	2013-06-28	124	68	56	56
30 SHS EXPRESS SCRIPTS IN CL A	P	2012-01-26	2013-06-28	1857	1570	287	287
40 SHS MASIMO	P	2011-08-10	2013-06-28	852	944	-92	-92
2000 SHS FORTUNE BRANDS INC. SR UNSECURED DTD 6/12/09	P	2009-08-06	2013-06-10	2115	2030	85	85
50 SHS AT&T INC	P	2010-08-27	2013-07-18	1788	1344	444	444
2 SHS CARDTRONICS INC	P	2012-05-02	2013-07-15	59	59	0	0
3 SHS DONALDSON COMPANY INC	P	2010-03-01	2013-07-18	111	62	49	49
22 SHS DONALDSON COMPANY INC	P	2010-03-02	2013-07-18	817	463	354	354
3 SHS DONALDSON COMPANY INC	P	2010-03-25	2013-07-18	111	68	43	43
7 SHS DONALDSON COMPANY INC	P	2010-03-25	2013-07-19	258	159	99	99
10 SHS DONALDSON COMPANY INC	P	2010-03-26	2013-07-19	369	229	140	140
10 SHS DONALDSON COMPANY INC	P	2010-03-29	2013-07-19	369	229	140	140
2 SHS DONALDSON COMPANY INC	P	2010-03-30	2013-07-19	74	46	28	28
24 SHS DONALDSON COMPANY INC	P	2010-03-30	2013-07-22	880	553	327	327
6 SHS DONALDSON COMPANY INC	P	2011-01-01	2013-07-22	220	175	45	45
2 SHS ISHARES MSCI UNITED KINGDOM	P	2012-06-26	2013-07-15	37	32	5	5
11 SHS MASIMO	P	2011-08-10	2013-07-01	239	259	-20	-20
7 SHS MASIMO	P	2011-08-10	2013-07-02	151	165	-14	-14
62 SHS MICROSOFT CORP	P	2012-01-26	2013-07-19	1941	1832	109	109
2 SHS POWERSHARES S&P SMALLCAP FINANCIALS	P	2010-08-11	2013-07-15	74	47	27	27
40 SHS TIME WARNER INC NEW	P	2012-01-20	2013-07-18	2485	1501	984	984
11 SHS VANGUARD EMERGING MARKETS	P	2009-06-26	2013-07-15	436	352	84	84
1 SHS VANGUARD DEVELOPED MARKETS	P	2010-02-02	2013-07-15	37	33	4	4
3 SHS VANGUARD DEVELOPED MARKETS	P	2010-05-11	2013-07-15	112	96	16	16
1000 SHS US TREASURY NOTES 4.250% DUE 11/15/17	P	2010-04-06	2013-07-15	1130	1049	81	81
24 SHS AMERICAN TOWER CORP REIT	P	2012-01-05	2013-08-08	1654	1445	209	209
30 SHS AMERICAN TOWER CORP REIT	P	2012-06-27	2013-08-08	2067	2078	-11	-11
15 SHS SPDR S&P 500 TRUST ETF	P	2011-09-27	2013-08-01	2556	1778	778	778
57 SHS VANGUARD DEVELOPED MARKETS	P	2010-05-11	2013-08-01	2162	1821	341	341

Field	Value	IRS element (for citing)
Capital Gain Net Income	12680	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	16888	QualifyingDistributionsYear1
Noncharitable Assets Year1	322101	NoncharitableAssetsYear1
Distribution Ratio Year1	0.052431	DistributionRatioYear1
Qualifying Distributions Year2	15459	QualifyingDistributionsYear2
Noncharitable Assets Year2	344933	NoncharitableAssetsYear2
Distribution Ratio Year2	0.044817	DistributionRatioYear2
Qualifying Distributions Year3	13954	QualifyingDistributionsYear3
Noncharitable Assets Year3	310955	NoncharitableAssetsYear3
Distribution Ratio Year3	0.044875	DistributionRatioYear3
Qualifying Distributions Year4	22481	QualifyingDistributionsYear4
Noncharitable Assets Year4	286259	NoncharitableAssetsYear4
Distribution Ratio Year4	0.078534	DistributionRatioYear4
Qualifying Distributions Year5	23755	QualifyingDistributionsYear5
Noncharitable Assets Year5	445213	NoncharitableAssetsYear5
Distribution Ratio Year5	0.053356	DistributionRatioYear5
Total Distribution Ratio	0.274013	TotalDistributionRatio
Average Distribution Ratio	0.054803	AverageDistributionRatio
Net Noncharitable Assets	336507	NetNoncharitableAssets
Adjusted Noncharitable Assets	18442	AdjustedNoncharitableAssets
One Percent Net Investment Income	163	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	18605	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	15999	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	326	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	326	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	326	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	200	EstTaxPaymentsAndOverpayment
Total Credits And Payments	200	TotalCreditsAndPayments
Tax Due	126	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	OH	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	FREDERICK J STILLWAGON	BooksInCareOfPersonName
Books In Care Of Phone Number	3305330559	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	8295 MAPLEVALE DRIVE	AddressLine1
City	CANFIELD	City
State	OH	State
ZIP Code	44406	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
FREDERICK J STILLWAGON
8295 MAPLEVALE	CANFIELD	OH	44406	TRUSTEE	0.00	0	0	0
NANCY CARSTENSEN
1465 LAKE ROGER DR	KENT	OH	44240	TRUSTEE	0.00	0	0	0
PAUL K STILLWAGON
119 HAWTHORNE DR	WINCHESTER	VA	22601	TRUSTEE	0.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	NONE	Description1
Expenses1	0	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	NONE	Description1
Amount1	0	Amount1
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	331956	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	9675	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	341631	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	341631	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	5124	CashDeemedCharitable
Net Noncharitable Assets	336507	NetNoncharitableAssets
Minimum Investment Return	16825	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	16825	MinimumInvestmentReturn
Tax Based On Investment Income	326	TaxBasedOnInvestmentIncome
Total Tax	326	TotalTax
Distributable Amount Before Adj	16499	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	16499	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	16499	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	15999	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	15999	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	15999	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	16499	DistributableAmountAsAdjusted
Undistributed Income Prior Year	15924	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	15999	QualifyingDistributions
Applied To Year1	15924	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	75	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	16424	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
BRADDOCK ST UMC
115 WOLFE STREET	WINCHESTER	VA	22601	N/A	EXEMPT	GENERAL	$1,791
CANFIELD PRESBYTERIAN CHURCH
140 WEST MAIN STREET	CANFIELD	OH	44406	N/A	EXEMPT	GENERAL	$2,333
LAKE ERIE COLLEGE
391 WEST WASHINGTON STREET	PAINESVILLE	OH	44077	N/A	EXEMPT	GENERAL	$2,300
SALVATION ARMY YOUNGSTOWN OHIO
10 SOUTH FRUIT STREET	YOUNGSTOWN	OH	44511	N/A	EXEMPT	GENERAL	$3,000
WINCHESTER MEDICAL CENTER
1840 AMHERST ST	WINCHESTER	VA	22601	N/A	EXEMPT	GENERAL	$1,000
YORK SYMPHONY ORCHESTRA
50 N GEORGE STREET	YORK	PA	17401		EXEMPT	GENERAL	$5,575

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	15999	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	9034	RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	12680	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$0	ExclusionAmount
Related Or Exempt Function Income	21714	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	21714	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Field	Value	IRS element (for citing)
Line Number	4	LineNumber
Relationship Statement	THE INCOME PRODUCED FROM THE ACTIVITIES LISTED ENABLED THE ORGANIZATION TO CONTINUE TO PROVIDE CHARITABLE CONTRIBUTIONS TO WORTHY ORGANIZATIONS AS NEEDED.	RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$1,475	Amount
Net Investment Income	0	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	CORPORATE BONDS	NameOfBond
EOY Book Value	19495	EOYBookValue
EOYFMV	19186	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	CORPORATE STOCK	NameOfStock
EOY Book Value	256500	EOYBookValue
EOYFMV	308548	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	2098	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	2239	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	INVESTMENT FEES	Description
Revenue And Expenses Per Books	5081	RevenueAndExpensesPerBooks
Net Investment Income	5081	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	TAXES PAID	Category
Amount	$353	Amount
Net Investment Income	353	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

STILLWAGON FAMILY FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (152 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Taxes Schedule TaxesSchedule

Taxes Taxes

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