JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION (EIN 31-6567000)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201223199349101002
- 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 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 | 2012-11-14T12:53:58-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 3305334588 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 SLEEPY HOLLOW DRIVE | AddressLine1 |
| City | CANFIELD | City |
| State | OH | State |
| ZIP Code | 44406 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK GRAHAM | Name |
| Title | TRUSTEE | Title |
| Phone | 3305334588 | Phone |
| Date Signed | 2012-11-13 | 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 | 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 | 3920870 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 155343 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 162 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 162 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 81262 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 81262 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 62373 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7221992 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 62373 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 299140 | TotalRevenueAndExpenses |
| Total Net Investment Income | 143797 | 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 | 33350 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 33350 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 13680 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 13680 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 28772 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 28772 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 352 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 352 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 307 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 307 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 76461 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 76461 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 76461 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 76461 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 222679 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 67336 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 93172 | CashBOY |
| Cash EOY | 391456 | CashEOY |
| Cash EOYFMV | 391456 | CashEOYFMV |
| Investments Govt Oblig BOY | 480892 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1096722 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1096722 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 2701772 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1705687 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1705687 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 516496 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 516496 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 136482 | InvestmentsOtherBOY |
| Investments Other EOY | 210509 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 210509 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3412318 | TotalAssetsBOY |
| Total Assets EOY | 3920870 | TotalAssetsEOY |
| Total Assets EOYFMV | 3920870 | 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 | 3412318 | RetainedEarningsBOY |
| Retained Earnings EOY | 3920870 | RetainedEarningsEOY |
| Total Net Assets BOY | 3412318 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3920870 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3412318 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3920870 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3412318 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 222679 | ExcessOfRevenueOverExpenses |
| Other Increases | 285873 | OtherIncreases |
| Subtotal | 3920870 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3920870 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (63 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 |
|---|---|---|---|---|---|---|---|
| 100,000 SHS BANK OF AMERICA CORP 5.650% | P | 2010-12-01 | 2011-09-16 | 99872 | 105255 | -5383 | -5383 |
| 100,000 SHS FEDERAL HOME LOAN BANK 2.500% | P | 2011-03-29 | 2011-07-07 | 100000 | 99975 | 25 | 25 |
| 5,475 SHS NUVEEN OH QUALITY INCOME MUNICIPAL FUND | P | 2011-12-01 | 2011-03-28 | 79529 | 86614 | -7085 | -7085 |
| 75,000 SHS OH MUN ELEC GENERATION AGY 0.000% | P | 2011-12-01 | 2011-03-28 | 21014 | 25645 | -4631 | -4631 |
| FEDERAL PRIME OBLIGATIONS FUND | P | 2011-01-01 | 2011-12-31 | 3586082 | 3586082 | 0 | 0 |
| 424 SHS BANK OF AMERICA CORP SUB INTERNOTES BABYBONDS 6.500% PFD | P | 2010-12-01 | 2011-03-28 | 10676 | 10553 | 123 | 123 |
| 3,000 SHS BANK OF AMERICA CORP PFD | P | 2010-12-01 | 2011-03-28 | 69779 | 66945 | 2834 | 2834 |
| 750 SHS COUNTRYWIDE CAP V | P | 2010-12-01 | 2011-03-28 | 18472 | 16946 | 1526 | 1526 |
| 188 SHS COVIDEN PLC | P | 2010-12-01 | 2011-03-23 | 9733 | 9587 | 146 | 146 |
| 1,189 SHS AFLAC INC | P | 2010-12-01 | 2011-07-14 | 53800 | 63148 | -9348 | -9348 |
| 60 SHS AOL INC | P | 2010-12-01 | 2011-03-23 | 1163 | 1550 | -387 | -387 |
| 150 SHS AMERICAN ELEC POWER INC | P | 2010-12-01 | 2011-03-23 | 5104 | 5123 | -19 | -19 |
| 150 SHS CEDAR FAIR LP DEPOSITARY | P | 2010-12-01 | 2011-01-14 | 2680 | 2680 | 2680 | |
| 3,938 SHS CENTRAL FEDERAL CORP | P | 2010-12-01 | 2011-03-23 | 5222 | 4509 | 713 | 713 |
| 214 SHS CIENA CORP | P | 2010-12-01 | 2011-03-23 | 4731 | 3285 | 1446 | 1446 |
| 750 SHS CISCO SYS INC | P | 2010-12-01 | 2011-03-23 | 12990 | 19845 | -6855 | -6855 |
| 354 SHS CITIGROUP | P | 2010-12-01 | 2011-03-23 | 1519 | 1456 | 63 | 63 |
| 495 SHS COASTAL CARIB OILS AND MINERALS | P | 2010-12-01 | 2011-03-23 | 49 | 38 | 11 | 11 |
| 563 SHS COCA COLA ENTERPRISES | P | 2010-12-01 | 2011-03-23 | 14790 | 15373 | -583 | -583 |
| 272 SHS COMCAST CORP CL A | P | 2010-12-01 | 2011-03-23 | 6473 | 4874 | 1599 | 1599 |
| 7,772 SHS CORTLAND BANCORP | P | 2010-12-01 | 2011-03-23 | 46703 | 38316 | 8387 | 8387 |
| 113 SHS CUBIST PHARMACEUTICALS INC | P | 2010-12-01 | 2011-03-23 | 2777 | 2609 | 168 | 168 |
| 225 SHS DEERE & CO. | P | 2010-12-01 | 2011-03-23 | 20391 | 13745 | 6646 | 6646 |
| 1,500 SHS DELL INC | P | 2010-12-01 | 2011-03-23 | 21990 | 22388 | -398 | -398 |
| 150 SHS DEVELOPERS DIVERSIFIED RLTY CORP | P | 2010-12-01 | 2011-03-23 | 2043 | 1855 | 188 | 188 |
| 1,871 SHS EXPRESS SCRIPTS INC | P | 2010-12-01 | 2011-10-25 | 72256 | 99804 | -27548 | -27548 |
| 775 SHS FNB CORP/PA | P | 2010-12-01 | 2011-03-23 | 7905 | 6568 | 1337 | 1337 |
| 271,892 SHS FARMERS NATL BANC CORP | P | 2010-12-01 | 2011-06-02 | 1289374 | 1175997 | 113377 | 113377 |
| 263 SHS FIFTH THIRD BANCORP | P | 2010-12-01 | 2011-03-28 | 3608 | 3511 | 97 | 97 |
| 418 SHS FIRST COMWLTH FINL CORP PA | P | 2010-12-01 | 2011-03-28 | 2592 | 2903 | -311 | -311 |
| 750 SHS FIRST NILES FINANCIAL INC | P | 2010-12-01 | 2011-03-28 | 5212 | 6150 | -938 | -938 |
| 41,138 SHS FIRST PLACE FINANCIAL CORP | P | 2010-12-01 | 2011-03-29 | 78413 | 153856 | -75443 | -75443 |
| 1,500 SHS FORD MOTOR CO DEL | P | 2010-12-01 | 2011-03-23 | 21225 | 21083 | 142 | 142 |
| 4,382 SHS FRANKLIN US GOVERNMENT SECURITIES | P | 2010-12-01 | 2011-03-23 | 29316 | 29316 | 0 | 0 |
| 117 SHS GLAXOSMITHKLINE PLC | P | 2010-12-01 | 2011-03-23 | 4385 | 4544 | -159 | -159 |
| 68 SHS GLOBAL PAYMENTS INC | P | 2010-12-01 | 2011-03-23 | 3179 | 3157 | 22 | 22 |
| 4,518 SHS HUNTINGTON BANCSHARES INC | P | 2010-12-01 | 2011-03-23 | 28870 | 24668 | 4202 | 4202 |
| 1,205 SHS KEYCPORP | P | 2010-12-01 | 2011-03-23 | 10315 | 9218 | 1097 | 1097 |
| 900 SHS KROGER CO | P | 2010-12-01 | 2011-03-23 | 21159 | 19269 | 1890 | 1890 |
| 62 SHS M&T BANK | P | 2010-12-01 | 2011-03-23 | 5324 | 5121 | 203 | 203 |
| 300 SHS MARATHON OIL CORP | P | 2010-12-01 | 2011-03-23 | 15279 | 9494 | 5785 | 5785 |
| 1,918 SHS MICROCHIP TECHNOLOGY INC | P | 2011-04-12 | 2011-11-08 | 70613 | 70812 | -199 | -199 |
| 10,200 SHS MYLAN LABORATORIES | P | 2010-12-01 | 2011-03-23 | 221742 | 235620 | -13878 | -13878 |
| 3,881 SHS NUVEEN PREMIUM INCOME MUNICIPAL FUND IV | P | 2010-12-01 | 2011-03-23 | 44603 | 48745 | -4142 | -4142 |
| 750 SHS NUVEEN MUNICIPAL MARKET OPPORTUNITY FUND | P | 2010-12-01 | 2011-03-23 | 9187 | 10564 | -1377 | -1377 |
| 4,500 SHS ORACLE CORP | P | 2010-12-01 | 2011-03-23 | 140127 | 115965 | 24162 | 24162 |
| 1,316 SHS UBS PACE INTERNATIONAL EQUITY A | P | 2011-03-14 | 2011-03-31 | 17426 | 16412 | 1014 | 1014 |
| 452 SHS PARKER-HANNIFAN CORP | P | 2010-12-01 | 2011-03-23 | 39842 | 29803 | 10039 | 10039 |
| 750 SHS PEPSICO INC | P | 2010-12-01 | 2011-03-23 | 47872 | 49965 | -2093 | -2093 |
| 263 SHS PFIZER INC | P | 2010-12-01 | 2011-03-28 | 5194 | 4574 | 620 | 620 |
| 951 SHS T ROWE PRICE GROUP INC | P | 2012-04-12 | 2011-12-07 | 54413 | 63337 | -8924 | -8924 |
| 413 SHS TECO ENERGY INC | P | 2010-12-01 | 2011-03-23 | 7405 | 6527 | 878 | 878 |
| 18,825 SHS TFS FINANCIAL CORP | P | 2010-12-01 | 2011-03-23 | 196815 | 254514 | -57699 | -57699 |
| 62 SHS TERADATA CORP | P | 2010-12-01 | 2011-02-10 | 2947 | 1811 | 1136 | 1136 |
| 268 SHS 3M COMPANY | P | 2011-04-12 | 2011-12-07 | 21731 | 24829 | -3098 | -3098 |
| 7,109 SHS TIM HORTONS INC | P | 2010-12-01 | 2011-03-23 | 328031 | 232997 | 95034 | 95034 |
| 500 SHS TIME WARNER INC | P | 2010-12-01 | 2011-03-23 | 17350 | 15623 | 1727 | 1727 |
| 125 SHS TIME WARNER CABLE INC | P | 2010-12-01 | 2011-03-23 | 8572 | 6131 | 2441 | 2441 |
| 39,424 SHS UNITED COMMUNITY FINANCIAL CORP | P | 2010-12-01 | 2011-03-29 | 50301 | 55747 | -5446 | -5446 |
| 22,312 SHS WENDY'S/ARBY'S GROUP INC | P | 2010-12-01 | 2011-03-23 | 109414 | 107544 | 1870 | 1870 |
| 259 SHS WINTHROP REALTY TRUST | P | 2010-12-01 | 2011-03-23 | 3033 | 3333 | -300 | -300 |
| 750 SHS WORTHINGTON INDS INC | P | 2010-12-01 | 2011-03-23 | 14212 | 12934 | 1278 | 1278 |
| 300 SHS YUM! BRANDS | P | 2010-12-01 | 2011-03-23 | 15168 | 11457 | 3711 | 3711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 62373 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 33760 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 242605 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.139156 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11886 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 116035 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.102435 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 65569 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 143830 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.455878 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 26712 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 194908 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.137049 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 112543 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 225494 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.499095 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.333613 | TotalDistributionRatio |
| Average Distribution Ratio | 0.266723 | AverageDistributionRatio |
| Net Noncharitable Assets | 3800287 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1013624 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 673 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1014297 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1347 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1347 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1347 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 176 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1200 | TaxPaidWithExtension |
| Total Credits And Payments | 1376 | TotalCreditsAndPayments |
| Overpayment | 29 | Overpayment |
| Amount Credited To Next Year | 29 | 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 | MARK L GRAHAM TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3305334588 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 SOUTH BROAD STREET PO BOX 555 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MARK L GRAHAM | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 335 SLEEPY HOLLOW DRIVE | AddressLine1 |
| City | CANFIELD | City |
| State | OH | State |
| ZIP Code | 44406 | 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 | 3271055 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 587104 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3858159 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3858159 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 57872 | CashDeemedCharitable |
| Net Noncharitable Assets | 3800287 | NetNoncharitableAssets |
| Minimum Investment Return | 190014 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 190014 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1347 | TaxBasedOnInvestmentIncome |
| Total Tax | 1347 | TotalTax |
| Distributable Amount Before Adj | 188667 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 188667 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 188667 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 0 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 0 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 188667 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 17093 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 58377 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 6118 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 21851 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 103439 | TotalExcessDistriCarryover |
| Qualifying Distributions | 0 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 103439 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 103439 | 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 | 85228 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 0 | 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 | $162 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $81,262 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $62,373 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $143,797 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 143797 | 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 |
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 | ESTATE OF JAMES CENTOFANTI CO JAMES | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7680 MARKET STREET | AddressLine1 |
| City | BOARDMAN | City |
| State | OH | State |
| ZIP Code | 44512 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 155343 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $13,680 | Amount |
| Net Investment Income | 13680 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 100,000 SHS VERIZON COMMUNICATIONS INC 1.950% | 102066 | 102066 |
| 100,000 SHS AT&T INC 2.500% | 103547 | 103547 |
| 100,000 SHS WELLS FARGO & CO 3.676% | 104500 | 104500 |
| 100,000 SHS NOKIA CORP | 100913 | 100913 |
| 100,000 SHS STATOIL ASA NOTE | 105470 | 105470 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (34 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 783 SHS AT&T INC | 23678 | 23678 |
| 1,719 SHS JPMORGAN CHASE | 57157 | 57157 |
| 2,970 SHS MICROSOFT CORP | 77101 | 77101 |
| 2,131 SHS ORACLE CORP | 54660 | 54660 |
| 1,642 SHS PNC FINL SVCS GROUP INC | 94694 | 94694 |
| 325 SHS PARKER-HANNIFIN CORP | 24781 | 24781 |
| 781 SHS SCHLUMBERGER LTD | 53350 | 53350 |
| 1,096 SHS AMERISOURCEBERGEN CORP | 40760 | 40760 |
| 218 SHS APPLE COMPUTER INC | 88290 | 88290 |
| 957 SHS AQUA AMERICA INC | 21102 | 21102 |
| 195 SHS AUTOZONE INC | 63369 | 63369 |
| 231 SHS CATERPILLAR INC | 20929 | 20929 |
| 643 SHS CHEVRON CORP | 68415 | 68415 |
| 791 SHS COCA COLA CO | 55346 | 55346 |
| 234 SHS CUMMINS INC | 20597 | 20597 |
| 1,246 SHS GENERAL ELECTRIC CO | 22316 | 22316 |
| 951 SHS THE HERSHEY CO | 58753 | 58753 |
| 1,418 SHS HOME DEPOT INC | 59613 | 59613 |
| 518 SHS ILLINOIS TOOL WORKS INC | 24196 | 24196 |
| 2,900 SHS INTEL CORP | 70325 | 70325 |
| 735 SHS JOHNSON & JOHNSON | 48201 | 48201 |
| 2,970 SHS MCDONALDS CORPORATION | 70231 | 70231 |
| 387 SHS NEXTERA ENERGY INC | 23561 | 23561 |
| 416 SHS NORFOLK & SOUTHERN CO | 30310 | 30310 |
| 1,165 SHS PEPCO HOLDINGS INC | 23649 | 23649 |
| 798 SHS PHILIP MORRIS INTL INC | 62627 | 62627 |
| 631 SHS PRAXAIR INC | 67454 | 67454 |
| 931 SHS ROYAL DUTCH SHELL PLC ADR A | 68047 | 68047 |
| 475 SHS SIMON PROPERTY GROUP INC | 61247 | 61247 |
| 2,215 SHS SPECTRA ENERGY CORP | 68111 | 68111 |
| 733 SHS STRYKER CORP | 36437 | 36437 |
| 634 SHS VERIZON COMMUNICATIONS | 25436 | 25436 |
| 2,100 SHS WELLS FARGO & CO NEW | 57876 | 57876 |
| 1,910 SHS WILLIAMS COMPANIES INC | 63068 | 63068 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 618916 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 618916 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 477806 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 477806 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 1,030 SHS ISHARES MSCI EAFE INDEX FUND | FMV | 51016 | 51016 |
| 620 SHS ISHARES S&P MIDCAP 400 | FMV | 54318 | 54318 |
| 835 SHS ISHARES S&P SMALLCAP 600 INDEX FUND | FMV | 57030 | 57030 |
| 1,260 SHS VANGUARD EMERGING MARKETS STOCK ETF | FMV | 48145 | 48145 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $33,350 | Amount |
| Net Investment Income | 33350 | 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 | 107 | 107 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED APPRECIATION ON INVESTMENTS | Description |
| Amount | $285,873 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $28,772 | Amount |
| Net Investment Income | 28772 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $352 | Amount |
| Net Investment Income | 352 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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