JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION (EIN 31-6567000)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-12
- IRS object ID
- 201342249349100309
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-12T09:32:31-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341667340 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKER THOMAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6601 WESTFORD PLACE SUITE 101 | AddressLine1 |
| City | CANFIELD | City |
| State | OH | State |
| ZIP Code | 44406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316567000 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 3307437000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44512 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY PILCHER | Name |
| Title | TRUSTEE | Title |
| Phone | 3307437000 | Phone |
| Date Signed | 2013-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN COMMONS | Name |
| PTIN | P00443330 | PTIN |
| Phone | 3305339777 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4119670 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 48821 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 48821 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 55289 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 55289 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 47604 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1545024 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 47604 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 151714 | TotalRevenueAndExpenses |
| Total Net Investment Income | 151714 | 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 |
| Legal Fees Rev And Expnss | 14157 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 14157 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 9330 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 9330 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 30752 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 30752 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2531 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2531 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 295 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 295 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 57065 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 57065 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 101000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 101000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 158065 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 57065 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 101000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6351 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 94649 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 391456 | CashBOY |
| Cash EOY | 93314 | CashEOY |
| Cash EOYFMV | 93314 | CashEOYFMV |
| Investments Govt Oblig BOY | 1096722 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 790250 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 790250 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1705687 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1990996 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1990996 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 516496 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 734039 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 734039 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 210509 | InvestmentsOtherBOY |
| Investments Other EOY | 511071 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 511071 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3920870 | TotalAssetsBOY |
| Total Assets EOY | 4119670 | TotalAssetsEOY |
| Total Assets EOYFMV | 4119670 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3920870 | RetainedEarningsBOY |
| Retained Earnings EOY | 4119670 | RetainedEarningsEOY |
| Total Net Assets BOY | 3920870 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4119670 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3920870 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4119670 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3920870 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6351 | ExcessOfRevenueOverExpenses |
| Other Increases | 205151 | OtherIncreases |
| Subtotal | 4119670 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4119670 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (36 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| .666 WPX ENERGY INC | P | 2012-01-13 | 11 | 12 | -1 | -1 |
| 325 PARKER-HANNIFIN CORP | P | 2012-03-19 | 29073 | 21429 | 7644 | 7644 |
| 1719 JPMORGAN CHASE & CO | P | 2012-04-24 | 74658 | 79061 | -4403 | -4403 |
| 636 WPX ENERGY INC | P | 2012-05-08 | 10530 | 11197 | -667 | -667 |
| 1030 ISHARES MSCI EAFE INDEX FUND | P | 2012-05-17 | 51902 | 58957 | -7055 | -7055 |
| 235 SIMON PROPERTY GROUP INC | P | 2012-05-22 | 34569 | 27035 | 7534 | 7534 |
| 365 AMERISOURCEBERGEN CORP | P | 2012-05-24 | 13245 | 14636 | -1391 | -1391 |
| 210 PRAXAIR INC | P | 2012-05-24 | 22534 | 21193 | 1341 | 1341 |
| 700 MCDONALDS CORP | P | 2012-06-25 | 62022 | 53627 | 8395 | 8395 |
| 234 CUMMINS INC | P | 2012-07-03 | 21243 | 24502 | -3259 | -3259 |
| 231 CATERPILLAR INC | P | 2012-07-05 | 19536 | 24701 | -5165 | -5165 |
| 60 AUTOZONE INC | P | 2012-07-10 | 21955 | 16466 | 5489 | 5489 |
| 68 APPLE COMPUTER INC | P | 2012-08-13 | 42396 | 22549 | 19847 | 19847 |
| 957 AQUA AMERICA INC | P | 2012-08-13 | 24404 | 21293 | 3111 | 3111 |
| 642 PNC FINANCIAL SERVICES GROUP INC | P | 2012-08-13 | 39168 | 40619 | -1451 | -1451 |
| 1260 VANGUARD EMERGING MARKETS STOCK ETF | P | 2012-08-13 | 52002 | 58943 | -6941 | -6941 |
| 1582 COCA COLA CO | P | 2012-09-07 | 58886 | 52823 | 6063 | 6063 |
| 195 ILLINOIS TOOL WORKS INC | P | 2012-09-17 | 11775 | 10413 | 1362 | 1362 |
| 500 FAMILY DOLLAR STORES INC | P | 2012-10-17 | 32902 | 33534 | -632 | -632 |
| 1165 PEPCO HOLDINGS INC | P | 2012-10-17 | 22551 | 21413 | 1138 | 1138 |
| 620 ISHARES S&P MIDCAP 400 | P | 2012-10-22 | 62023 | 58737 | 3286 | 3286 |
| 835 ISHARES S&P SMALLCAP 600 INDEX FUND | P | 2012-10-22 | 64405 | 59013 | 5392 | 5392 |
| 421 PRAXAIR INC | P | 2012-10-23 | 45473 | 42487 | 2986 | 2986 |
| 135 AUTOZONE INC | P | 2012-10-29 | 49479 | 37048 | 12431 | 12431 |
| 255 NEXTERA ENERGY INC | P | 2012-12-04 | 17290 | 14076 | 3214 | 3214 |
| 395 NORFOLK & SOUTHERN CO | P | 2012-12-04 | 23810 | 26704 | -2894 | -2894 |
| 205 NORFOLK & SOUTHERN CO | P | 2012-12-13 | 12686 | 14750 | -2064 | -2064 |
| 132 NEXTERA ENERGY INC | P | 2012-12-24 | 9322 | 7287 | 2035 | 2035 |
| 2215 SPECTRA ENERGY CORP | P | 2012-12-24 | 61177 | 59185 | 1992 | 1992 |
| FEDERAL FARM CREDIT BANK 3.400% | P | 2012-03-28 | 100000 | 100000 | 0 | 0 |
| FEDERAL FARM CREDIT BANK 3.660% | P | 2012-09-28 | 100000 | 99975 | 25 | 25 |
| FEDERAL FARM CREDIT BANK 1.750% | P | 2012-08-15 | 100000 | 100000 | 0 | 0 |
| FEDERAL HOME LOAN BANK 1.625% | P | 2012-04-20 | 100000 | 99969 | 31 | 31 |
| FRANKLIN COUNTY OH HOSPITAL REV 5.000% | P | 2012-05-04 | 60000 | 60075 | -75 | -75 |
| 100,000 NOKIA CORP 5.375% | P | 2012-05-07 | 86760 | 103711 | -16951 | -16951 |
| CAPITAL GAINS DIVIDENDS | P | 7237 | 7237 | 7237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 47604 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3800287 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 33760 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 242605 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.139156 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11886 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 116035 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.102435 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 65569 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 143830 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.455878 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 26712 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 194908 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.137049 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.834518 | TotalDistributionRatio |
| Average Distribution Ratio | 0.166904 | AverageDistributionRatio |
| Net Noncharitable Assets | 4071648 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 679574 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 946 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 680520 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 101000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1893 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1893 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1893 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3224 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3224 | TotalCreditsAndPayments |
| Penalty For Underpayment | 13 | PenaltyForUnderpayment |
| Overpayment | 1318 | Overpayment |
| Amount Credited To Next Year | 1318 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | GARY PILCHER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3307437000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG RD | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44512 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | FARMERS TRUST COMPANY GARY PILCHER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG RD | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3766945 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 366708 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4133653 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4133653 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 62005 | CashDeemedCharitable |
| Net Noncharitable Assets | 4071648 | NetNoncharitableAssets |
| Minimum Investment Return | 203582 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 203582 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1893 | TaxBasedOnInvestmentIncome |
| Total Tax | 1893 | TotalTax |
| Distributable Amount Before Adj | 201689 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 201689 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 201689 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 101000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 101000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 101000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 201689 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 85228 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 101000 | QualifyingDistributions |
| Applied To Year1 | 85228 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15772 | 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 | 185917 | 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
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FARMERS TRUST CO TRUSTEE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3307437000 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER DESCRIBING PURPOSE OF REQUEST. PRINTED MATERIAL, BROCHURES AND ANY OTHER INFORMATION PERTINENT TO THE ORGANIZATION. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| YOUNGSTOWN STATE UNIVERSITY | |||||||
| 1 UNIVERSITY PLAZA | YOUNGSTOWN | OH | 44555 | N/A | PUBLIC CHARITY | CHARITABLE | $100,000 |
| ITALIAN HERITAGE FOUNDATION | |||||||
| 20 W FEDERAL STREET | YOUNGSTOWN | OH | 44503 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 101000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $48,821 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $55,289 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $47,604 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $151,714 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 151714 | TotalPartXVIA |
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 | $9,330 | Amount |
| Net Investment Income | 9330 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (7 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 100,000 SHS VERIZON COMMUNICATIONS INC 1.950% | 101808 | 101808 |
| 100,000 SHS AT&T INC 2.500% | 104258 | 104258 |
| 100,000 SHS WELLS FARGO & CO 3.676% | 108110 | 108110 |
| 100,000 SHS STATOIL ASA NOTE | 108837 | 108837 |
| 100,000 SHS COCA COLA CO | 102433 | 102433 |
| 100,000 SHS WALT DISNEY CO | 104408 | 104408 |
| 100,000 SHS BERKSHIRE HATHAWAY FINANCE CORP | 104185 | 104185 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (37 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 783 SHS AT&T INC | 26395 | 26395 |
| 2,970 SHS MICROSOFT CORP | 79328 | 79328 |
| 2,131 SHS ORACLE CORP | 71005 | 71005 |
| 781 SHS SCHLUMBERGER LTD | 54122 | 54122 |
| 643 SHS CHEVRON CORP | 69534 | 69534 |
| 951 SHS THE HERSHEY CO | 68681 | 68681 |
| 1,418 SHS HOME DEPOT INC | 87703 | 87703 |
| 2,900 SHS INTEL CORP | 59798 | 59798 |
| 735 SHS JOHNSON & JOHNSON | 51524 | 51524 |
| 798 SHS PHILIP MORRIS INTL INC | 66745 | 66745 |
| 931 SHS ROYAL DUTCH SHELL PLC ADR A | 64192 | 64192 |
| 634 SHS VERIZON COMMUNICATIONS | 27433 | 27433 |
| 2,100 SHS WELLS FARGO & CO NEW | 71778 | 71778 |
| 1,910 SHS WILLIAMS COMPANIES INC | 62533 | 62533 |
| 2,000 SHS INVESCO PLC | 52180 | 52180 |
| 725 SHS ABBOTT LABS | 47488 | 47488 |
| 1,205 SHS AMERICOURCEBERGEN CORP | 52032 | 52032 |
| 150 SHS APPLE COMPUTER INC | 79826 | 79826 |
| 645 SHS ASHLAND INC | 51864 | 51864 |
| 1,000 SHS CA INC | 21980 | 21980 |
| 733.783 SHS COHEN & STEERS REALTY SHARES | 47380 | 47380 |
| 285 SHS DTE ENERGY CO | 17114 | 17114 |
| 1,200 SHS EBAY INC | 61197 | 61197 |
| 2,500 SHS GENERAL ELECTRIC CO | 52475 | 52475 |
| 640 SHS GLAXOSMITHKLINE PLC | 27821 | 27821 |
| 2,621.821 SHS HARBOR INTERNATIONAL FUND INST | 162868 | 162868 |
| 1,000 SHS HONEYWELL INTERNATIONAL INC | 63470 | 63470 |
| 405 SHS ILLINOIS TOOL WORKS INC | 24628 | 24628 |
| 1,490 SHS KROGER CO | 38770 | 38770 |
| 1,000 SHS LOEWS CORP | 40750 | 40750 |
| 600 SHS NIKE INC CL B | 30960 | 30960 |
| 750 SHS QUALCOMM INC | 46395 | 46395 |
| 935 SHS QUANTA SERVICES INC | 25516 | 25516 |
| 800 SHS STRYKER CORP | 43856 | 43856 |
| 615 SHS WALMART STORES INC | 41961 | 41961 |
| 930 SHS YUM! BRANDS INC | 61752 | 61752 |
| 240 SHS SIMON PROPERTY GROUP | 37942 | 37942 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 367592 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 367592 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 422658 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 422658 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (7 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 2,400 SHS ISHARES DOW JONES US HOME CONSTRUCTION | AT COST | 50784 | 50784 |
| 1,538.462 SHS OPPENHEIMER DEVELOPING MKTS A | AT COST | 54292 | 54292 |
| 1,000 SHS PNC FINANCIAL SERVICES GROUP INC | AT COST | 58310 | 58310 |
| 7,396.45 SHS PRIMCO COMMODITY REAL RETURN STRATEGY INSTITUTIONAL | AT COST | 49112 | 49112 |
| 1,374.759 SHS T ROWE PRICE SMALL CAP STOCK | AT COST | 46783 | 46783 |
| 10,721.909 SHS FIDELITY CAPITAL & INCOME | AT COST | 101858 | 101858 |
| 11,239.268 SHS TEMPLETON GLOBAL BOND ADVISOR | AT COST | 149932 | 149932 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $14,157 | Amount |
| Net Investment Income | 14157 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE FILING FEE | 200 | 200 | 0 |
| OTHER | 95 | 95 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED APPRECIATION ON INVESTMENTS | $197,914 |
| TOTAL CAPITAL GAIN DISTRIBUTIONS | $7,237 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $30,752 | Amount |
| Net Investment Income | 30752 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $2,531 | Amount |
| Net Investment Income | 2531 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments