THROCKMORTON FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THROCKMORTON FOUNDATION (EIN 61-6288548)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-06
- IRS object ID
- 201233119349100008
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-06T12:55:12-00:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352390688 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Select Fiduciary LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 420 | AddressLine1 |
| City | Rootstown | City |
| State | OH | State |
| ZIP Code | 44272 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616288548 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Throckmorton Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THRO | NameControl |
| Phone | 3302582394 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 East Market Street Room No 402 | AddressLine1 |
| City | Akron | City |
| State | OH | State |
| ZIP Code | 44308 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mark Mosley | Name |
| Title | Trustee | Title |
| Phone | 3302582394 | Phone |
| Date Signed | 2012-11-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robin Riemenschneider | Name |
| PTIN | P00074066 | PTIN |
| Phone | 3307770600 | Phone |
| Date Prepared | 2012-11-05 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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) |
|---|---|---|
| NECT | X | NECT |
| FMV Assets EOY | 5733718 | 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 |
| Dividends Rev And Expnss | 161281 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 161281 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -73906 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1348689 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 87375 | TotalRevenueAndExpenses |
| Total Net Investment Income | 161281 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 16000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 8000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 8000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 600 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 200 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 31353 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 31353 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 12652 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1771 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 200 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 200 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 61005 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 41724 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8400 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 303602 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 303602 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 364607 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 41724 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 312002 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -277232 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 119557 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 208546 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 217299 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 217299 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1621955 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1308407 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1373718 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3585664 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3411738 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3940373 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 201730 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 202328 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 5416165 | TotalAssetsBOY |
| Total Assets EOY | 5139174 | TotalAssetsEOY |
| Total Assets EOYFMV | 5733718 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5416165 | CapitalStockBOY |
| Capital Stock EOY | 5139174 | CapitalStockEOY |
| Total Net Assets BOY | 5416165 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5139174 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5416165 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5139174 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5416165 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -277232 | ExcessOfRevenueOverExpenses |
| Other Increases | 241 | OtherIncreases |
| Subtotal | 5139174 | Subtotal |
| Total Net Assets Fund Balances EOY | 5139174 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| Publically Traded Securities - LT | 847975 | 896225 | -48250 | -48250 | |||
| Publically Traded Securities - ST | 479626 | 505083 | -25457 | -25457 | 2012-01-01 | 2012-06-30 | |
| Litigation Proceeds Royal Dutch | 155 | 155 | 155 | 2011-08-23 | P | ||
| Common Trust Fund Losses | 21287 | -21287 | -21287 | 2011-07-05 | P | ||
| Sale of CTF basis adjustment | 19179 | 19179 | 19179 | 2011-07-05 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -73906 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -25457 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 263395 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5896436 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.044670 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 264236 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5123080 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.051578 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 322514 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5325223 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.060563 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 322128 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6600846 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.048801 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 338054 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6605896 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.051175 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.256787 | TotalDistributionRatio |
| Average Distribution Ratio | 000.051357 | AverageDistributionRatio |
| Net Noncharitable Assets | 5707703 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 293131 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1196 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 294327 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 312002 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1196 | InvestmentIncomeExciseTax |
| Subtotal | 1196 | Subtotal |
| Tax Based On Investment Income | 1196 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5603 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5603 | TotalCreditsAndPayments |
| Tax Paid Original Return | 5603 | TaxPaidOriginalReturn |
| Overpayment | 4407 | Overpayment |
| Amount Credited To Next Year | 4407 | AmountCreditedToNextYear |
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 | false | 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 | Huntington National Bank | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3302582394 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 East Market Street | AddressLine1 |
| City | Akron | City |
| State | OH | State |
| ZIP Code | 44308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | X | NECTFilingInLieuOFForm1041 |
| 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | true | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Neil A Maly | ||||||
| 953 Maple St | Tallmadge | OH | 44278 | Trustee | 001.00 | 8000 |
| John Rasnick | ||||||
| 388 S Main St | Akron | OH | 44308 | Trustee | 001.00 | 8000 |
| Mark A Mosley | ||||||
| 39 East Market St | Akron | OH | 44308 | Trustee | 002.00 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5794622 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5794622 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 5794622 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 86919 | CashDeemedCharitable |
| Net Noncharitable Assets | 5707703 | NetNoncharitableAssets |
| Minimum Investment Return | 285385 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 285385 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1196 | TaxBasedOnInvestmentIncome |
| Total Tax | 1196 | TotalTax |
| Distributable Amount Before Adj | 284189 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 241 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 284430 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 284430 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 312002 | ExpensesAndContributions |
| Qualifying Distributions | 312002 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1196 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 310806 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 284430 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 273267 | UndistributedIncomePriorYear |
| Qualifying Distributions | 312002 | QualifyingDistributions |
| Applied To Year1 | 273267 | AppliedToYear1 |
| Applied To Current Year | 38735 | AppliedToCurrentYear |
| Undistributed Income CY | 245695 | UndistributedIncomeCY |
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 | Mark A Mosley Huntington Natl Bank | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 East Market St Suite 402 | AddressLine1 |
| City | Akron | City |
| State | OH | State |
| ZIP Code | 44308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3302582394 | RecipientPhoneNumber |
| Form And Info And Materials | See attached statement | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | See attached statement | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| Keanna I Williams | ||||||
| University of Akron | Akron | OH | 44325 | None | Scholarship | $9,000 |
| Xavier M Douglas | ||||||
| Kent State University | Kent | OH | 44240 | None | Scholarship | $4,000 |
| Maya Jones | ||||||
| College of Wooster | Wooster | OH | 44691 | None | Scholarship | $8,500 |
| Whitney D Plum | ||||||
| Kent State University | Kent | OH | 44240 | None | Scholarship | $2,750 |
| Taylor Bills | ||||||
| University of Akron | Akron | OH | 44325 | None | Scholarship | $1,500 |
| Christopher D Jones | ||||||
| Kent State University | Kent | OH | 44240 | None | Scholarship | $6,300 |
| Austin S Wilson | ||||||
| Kent State University | Kent | OH | 44240 | None | Scholarship | $7,500 |
| Randall C Howard | ||||||
| Cleveland State University | Cleveland | OH | 44115 | None | Scholarship | $9,000 |
| Julia A Cook | ||||||
| Notre Dame College | South Euclid | OH | 44121 | None | Scholarship | $10,750 |
| Robert L Henry | ||||||
| Lake Erie College | Painesville | OH | 44077 | None | Scholarship | $8,500 |
| Jonathon Henry | ||||||
| University of Akron | Akron | OH | 44325 | None | Scholarship | $11,174 |
| Lindsay Marie Hill | ||||||
| Malone University | Canton | OH | 44709 | None | Scholarship | $15,500 |
| Shelby C Pykare | ||||||
| College of Wooster | Wooster | OH | 44691 | None | Scholarship | $5,000 |
| Krista Hill | ||||||
| University of Akron | Akron | OH | 44325 | None | Scholarship | $3,500 |
| Hassan A Hines | ||||||
| University of Mount Union | Alliance | OH | 44601 | None | Scholarship | $5,000 |
| Jessica T Slaughter | ||||||
| Notre Dame College | South Euclid | OH | 44121 | None | Scholarship | $8,200 |
| Samuel McIntosh | ||||||
| Baldwin-Wallace College | Berea | OH | 44017 | None | Scholarship | $6,750 |
| Stanley T Gordon | ||||||
| Notre Dame College | South Euclid | OH | 44121 | None | Scholarship | $2,000 |
| Thomas M Windom | ||||||
| Kent State University | Kent | OH | 44240 | None | Scholarship | $3,000 |
| Ezechiel Isaac | ||||||
| University of Akron | Akron | OH | 44325 | None | Scholarship | $12,078 |
| Erin R Mickey-Monroe | ||||||
| Kent State University | Kent | OH | 44240 | None | Scholarship | $3,500 |
| Roxann Williams | ||||||
| Grove City College | Grove City | PA | 16127 | None | Scholarship | $107,000 |
| Sherise A Hall | ||||||
| University of Akron | Akron | OH | 44325 | None | Scholarship | $3,000 |
| Ariana Johnson | ||||||
| Cleveland State University | Cleveland | OH | 44115 | None | Scholarship | $6,000 |
| Justin B Tripp | ||||||
| Lake Erie College | Painesville | OH | 44077 | None | Scholarship | $9,000 |
| Ayana N Jones | ||||||
| Slippery Rock University | Slippery Rock | PA | 16057 | None | Scholarship | $9,500 |
| Kayla Comrie | ||||||
| University of Pittsburgh | Pittsburgh | PA | 15260 | None | Scholarship | $2,000 |
| Barbara E Chambers | ||||||
| University of Akron | Akron | OH | 44325 | None | Scholarship | $4,000 |
| Quiinita C McCullars | ||||||
| Kent State University | Kent | OH | 44240 | None | Scholarship | $5,000 |
| Tiera D Briggs | ||||||
| Cuyahoga Community College | Cleveland | OH | 44145 | None | Scholarship | $4,000 |
| Tyrone Matherson | ||||||
| University of Akron | Akron | OH | 44325 | None | Scholarship | $3,500 |
| Javan Shaw | ||||||
| University of Akron | Akron | OH | 44325 | None | Scholarship | $4,000 |
| Brittainy C Tripp | ||||||
| John Carroll University | University Heights | OH | 44118 | None | Scholarship | $3,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 303602 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $161,281 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$73,906 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $87,375 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 87375 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumber |
| Relationship Statement | 0 | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Select Fiduciay | Category |
| Amount | $800 | Amount |
| Net Investment Income | 600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 200 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Form 990-PF, Part XV, Line 2b - Application Format and Required Contents Students must first be enrolled in Grove City College or other colleges or universities in Eastern Ohio or Western Pennsylvania. The college, university, or institution of higher education, through its ordinary and usual procedures, will determine economic need. The college, university, or institution of higher education will present to the trustees a list of candidates that meet the criteria or students may apply direct and provide the required information from the college, university or institutuion of higher education. Form 990-PF, Part XV, Line 2 d - Award Restrictions or Limitations Scholarships are to be awarded to individuals of Native American or African American descent who demonstrate an economic need and a willingness to complete a higher education degree that will lead to a gainful career or vocation. All payments will be made directly to the college, university, or institution of higher education to be applied against tuition and other qualified expenses. Scholarships are awarded annually and can be renewed contingent upon maintaining the status of a full time student in good academic standing until graduation. Failure to meet the ongoing academic requirements will result in the forfeiture of any remaining undistributed portion of the scholarship. The educational institution will monitor the enrollment and academic standing of the recipients. If an insufficient number of candidates are available awards will be made to the general scholarship funds of Grove City College or other colleges located in Eastern Ohio or Western Pennsylvania. | Explanation |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | United Technology 1.2 6/2/2015 | NameOfBond |
| EOY Book Value | 201730 | EOYBookValue |
| EOYFMV | 202328 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (58 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3030 shares of IShares Russell Midcap Index Fund | 283785 | 319241 |
| 5750 shares of IShares SP Smallcap 600 Index | 367675 | 421302 |
| 2855 shares of Vanguard Emerging Markets | 129124 | 114000 |
| 1780 shares of Analog Devices Inc | 55763 | 67052 |
| 414 shares of Apache Corp | 35617 | 36386 |
| 150 shares of Apple | 26149 | 87600 |
| 898 shares of Baxter International | 38715 | 47729 |
| 2000 shares of Dominion Resources 8.375 Pfd | 57968 | 57400 |
| 600 shares of Caterpillar | 23007 | 50946 |
| 500 shares of Chevron | 26380 | 52750 |
| 680 shares of Chubb Corp | 30948 | 49518 |
| 1500 shares of Cisco Systems | 21394 | 25755 |
| 550 shares of Colgate Palmolive | 44500 | 57255 |
| 2000 shares of Corning Inc | 32476 | 25860 |
| 1000 shares of Danaher | 32994 | 52080 |
| 957 shares of Emerson Electric | 31587 | 44577 |
| 700 shares of Exxon Mobil | 25160 | 59899 |
| 500 shares of Fedex | 30332 | 45805 |
| 1000 shares of Glaxo Smithkline | 45969 | 45570 |
| 2000 shares of MT Captial | 52168 | 51500 |
| 1350 shares of HCP Inc/ Health Care Ppty Invest | 28589 | 59602 |
| 2966 shares of Huntingon Situs Funds III | 48968 | 62642 |
| 1500 shares of Intel Corp | 35196 | 39975 |
| 500 shares of Johnson Johnson | 31098 | 33780 |
| 620 shares of Lockheed Martin | 44420 | 53990 |
| 600 shares of McDonalds Corp | 33212 | 53118 |
| 2000 shares of Nextera Energy | 57048 | 57420 |
| 600 shares of Nike | 34390 | 52668 |
| 848 shares of Peabody Energy Corp | 32919 | 20793 |
| 2000 shares of Oracle | 39090 | 59400 |
| 150 shares of Parker Hannifin | 6882 | 11532 |
| 700 shares of Pepsico | 41657 | 49462 |
| 500 shares of Praxair | 28710 | 54365 |
| 830 shares of Philip Morris Intl | 71594 | 72426 |
| 400 shares of Procter Gamble | 17638 | 24500 |
| 1000 shares of Qualcomm | 42659 | 55680 |
| 830 shares of Quest Diagnostics | 47293 | 49717 |
| 4000 shares of Questar | 62386 | 83440 |
| 500 shares of Schlumberger | 26458 | 32455 |
| 800 shares of Travelers Cos | 49856 | 51072 |
| 500 shares of Sempra Energy | 23005 | 34440 |
| 1400 shares of Tidewater | 65155 | 64904 |
| 681 shares of United Technologies | 31643 | 51436 |
| 1020 shares of US Bancorp | 32313 | 32803 |
| 2000 shares of Vodaphone Group | 55677 | 56360 |
| 480 shares of Transocean LTD | 35124 | 21470 |
| 2000 shares of Tennessee Valley Authority | 53273 | 53500 |
| 800 shares of Teva Pharmaceutical | 38473 | 31552 |
| 750 shares of Accenture Place | 32540 | 48072 |
| 8487 shares of Oppenheimer Developing Markets | 293032 | 265969 |
| 2000 shares of EMC Corp | 54058 | 51260 |
| 300 shares of IBM Corp | 48909 | 58674 |
| 4000 shares of Taiwan Semiconductor | 49998 | 55840 |
| 1080 shares of Freeport-McMoran | 42072 | 36796 |
| 600 shares of Sigma-Aldrich | 38134 | 44358 |
| 16706 shares of Franklin Templeton Global Bond | 224327 | 214001 |
| 4716 shares of Eaton Vance Atlanta Capital Smid-Cap | 75411 | 80176 |
| 1000 shares of Walt Disney | 46820 | 48500 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1308407 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1373718 | USGovtSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | State Filing fee | Description |
| Revenue And Expenses Per Books | 200 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 200 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Return of prior year scholarship | Description |
| Amount | $241 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Huntington National Bank - Investment | Category |
| Amount | $31,353 | Amount |
| Net Investment Income | 31353 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Foreign Tax Paid | $1,771 | 1771 | 0 | 0 |
| Tax on investment income | $5,278 | 0 | 0 | 0 |
| Estimated excise tax payments | $5,603 | 0 | 0 | 0 |
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