CHARLES E AND ALICE B SCHMUTZ CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES E AND ALICE B SCHMUTZ CHARITABLE FOUNDATION (EIN 20-6770176)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-25
- IRS object ID
- 201201169349100305
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-25T13:02:49-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206770176 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMUTZ CHARLES & ALICE CHAR FDN 450042015 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHM | NameControl |
| Phone | 3307437000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FARMERS TRUST CO 42 MCCLURG R | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44512 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FARMERS TRUST CO TTEE | Name |
| Title | TRUST OFFICER | Title |
| Phone | 3307437000 | Phone |
| Date Signed | 2012-04-25 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 636826 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 13429 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13429 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -2645 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 15755 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 110785 | TotalRevenueAndExpenses |
| Total Net Investment Income | 13430 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 4988 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3492 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1496 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1620 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 405 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1215 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 29 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 6 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Other Expenses Rev And Expnss | 100 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 100 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6737 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3903 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2811 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 11237 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3903 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 7311 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 99548 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9527 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 12081 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 121079 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 121079 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 276388 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 276388 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 493883 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 9956 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 9956 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 11160 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 21427 | InvestmentsOtherBOY |
| Investments Other EOY | 11977 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 10704 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 319852 | TotalAssetsBOY |
| Total Assets EOY | 419400 | TotalAssetsEOY |
| Total Assets EOYFMV | 636826 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 319852 | CapitalStockBOY |
| Capital Stock EOY | 419400 | CapitalStockEOY |
| Total Net Assets BOY | 319852 | TotalNetAssetsBOY |
| Total Net Assets EOY | 419400 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 319852 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 419400 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 319852 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 99548 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 419400 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 419400 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 56.599 DODGE & COX STOCK FUND | 2006-02-16 | 2011-06-30 | 6431 | 7988 | -1557 | -1557 |
| 8.584 DODGE & COX STOCK FUND | 2011-05-19 | 2011-06-30 | 975 | 1212 | -237 | -237 |
| 261.178 GROWTH FUND OF AMERICA F1 | 2006-02-16 | 2011-12-22 | 7441 | 8216 | -775 | -775 |
| 31.27 GROWTH FUND OF AMERICA F1 | 2011-05-19 | 2011-12-22 | 891 | 984 | -93 | -93 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -2645 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3728 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 117651 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.031687 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1688 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 74883 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.022542 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1428 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 63805 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.022381 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3383 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 48690 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.06948 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2963 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 48139 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.061551 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.207641 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041528 | AverageDistributionRatio |
| Net Noncharitable Assets | 530041 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22012 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 95 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 22107 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 7311 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 191 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 191 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 191 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 191 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMERS TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 ROAD | AddressLine1 |
| City | YOUNGSTOWN | City |
| State | OH | State |
| ZIP Code | 44512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| FARMERS TRUST COMPANY | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | TRUSTEE | 2 | 4988 |
| C REID SCHMUTZ | ||||||
| 1040 WESTPORT DRIVE | YOUNGSTOWN | OH | 44512 | ADVISORY COMMITTEE | 1 | 0 |
| JUDITH S SCHMUTZ | ||||||
| 1040 WESTPORT DRIVE | YOUNGSTOWN | OH | 44512 | ADVISORY COMMITTEE | 1 | 0 |
| JAMES H SISEK | ||||||
| 42 MCCLURG ROAD | YOUNGSTOWN | OH | 44512 | ADVISORY COMMITTEE | 1 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 517107 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 21006 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 538113 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 538113 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8072 | CashDeemedCharitable |
| Net Noncharitable Assets | 530041 | NetNoncharitableAssets |
| Minimum Investment Return | 26502 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 26502 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 191 | TaxBasedOnInvestmentIncome |
| Total Tax | 191 | TotalTax |
| Distributable Amount Before Adj | 26311 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 26311 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 26311 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 7311 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 7311 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 7311 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 26311 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4323 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 7311 | QualifyingDistributions |
| Applied To Year1 | 4323 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2988 | 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 | 23323 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FARMERS TRUST COMPANY | 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 | WRITTEN APPLICATION STATING PURPOSE OF GRANT INTENDED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE. | SubmissionDeadlines |
| Restrictions On Awards | LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN SECTION 501(C)3 OF THE INTERNAL REVENUE SERVICE CODE. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| MAHONING VALLEY HISTORICAL | ||||||||
| SOCIETY | 648 WICK AVENUE | YOUNGSTOWN | OH | 44502 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $1,500 |
| YOUNGSTOWN HEARING & SPEECH | ||||||||
| CENTER | 6614 SOUTHERN BLVD | YOUNGSTOWN | OH | 44512 | N/A | PUBLIC CHARITY | SUPPORT PROGRAM | $1,500 |
| JUNIOR ACHIEVEMENT OF | ||||||||
| MAHONING VALLEY | 1929 CHURCHHILL ROAD | YOUNGSTOWN | OH | 44505 | N/A | PUBLIC CHARITY | PROGRAM SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,429 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$2,645 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,785 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10785 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ALICE B SCHMUTZ | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 N TAMIAMI TRAIL | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | Category |
| Amount | $1,620 | Amount |
| Net Investment Income | 405 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1215 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | 10,000 HERSHEY 4.850% 8/15/15 | NameOfBond |
| EOY Book Value | 9956 | EOYBookValue |
| EOYFMV | 11160 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 300 SHS EXXON MOBIL CORP | 663 | 25428 |
| 280 SHS SIMON PROPERTY GR | 14230 | 36103 |
| 1,200 SHS AMERICAN EXPRESS CO | 23577 | 56604 |
| 950 SHS EMERSON ELEC CO | 50327 | 44261 |
| 1,000 SHS ENTERGY CORP NEW | 53550 | 73050 |
| 2,000 SHS MARATHON OIL CORP | 28769 | 58540 |
| 725 SHS UNITED PARCEL CL B | 50550 | 53063 |
| 1,900 SHS WAL MART STORES INC | 35261 | 113544 |
| 1,000 SHS MARATHON PETROLEUM | 19461 | 33290 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 56.599 SHS DODGE & COX SK FD | |||
| 261.178 SHS GR FD OF AMERICA F | |||
| 204.747 SHS AMERICAN AMCAP F1 | AT COST | 4000 | 3837 |
| 41.000 SHS ISHARES MSCI EMERG | AT COST | 1978 | 1556 |
| 238.579 SHS IVY ASSET STRGY | AT COST | 5999 | 5311 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE OF OHIO FILING FEE | Description |
| Revenue And Expenses Per Books | 100 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 100 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ALICE B SCHMUTZ | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 N TAMIAMI TRAIL | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34236 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $23 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $6 | 6 | 0 |
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