PEARCE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PEARCE FOUNDATION (EIN 34-6572300)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-10
- IRS object ID
- 202611009349100016
- Schema version
- 2025v4.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T10:03:01-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT ST 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346572300 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PEARCE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAR | BusinessNameControlTxt |
| Phone | 3307425499 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3307425499 | PhoneNum |
| Signature | 2026-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,118,148 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $69,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,647 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $575,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,647 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $159,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,942 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,037 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,519 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,519 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $658 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,969 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,969 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,765 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,493 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,493 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,074,147 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,177,487 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,907,942 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $246,745 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $147,231 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $149,713 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,380,890 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,385,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,118,148 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,380,890 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,385,211 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,380,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,385,211 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,380,890 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,385,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,380,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $2,385,214 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,385,211 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (240 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 15. ADVANCED MICRO DEVICES INC W/1 | 2024-04-25 | 2025-02-14 | $1,700 | $2,253 | -$553 | -$553 | |
| 6. ADVANCED MICRO DEVICES INC W/1 | 2024-08-22 | 2025-02-14 | $680 | $921 | -$241 | -$241 | |
| 140. ADVANCED MICRO DEVICES INC W/1 | 2023-07-17 | 2025-02-14 | $15,864 | $16,013 | -$149 | -$149 | |
| 84. ALPHABET INC | 2015-10-02 | 2025-02-14 | $15,569 | $2,739 | $12,830 | $12,830 | |
| 47. INTEL CORP. | 2024-11-22 | 2025-02-14 | $1,099 | $1,149 | -$50 | -$50 | |
| 1. LOCKHEED MARTIN (COMMON STOCK) | 2024-08-22 | 2025-02-14 | $427 | $557 | -$130 | -$130 | |
| 25. LOCKHEED MARTIN (COMMON STOCK) | 2022-05-19 | 2025-02-14 | $10,675 | $10,632 | $43 | $43 | |
| 38. MICROSOFT CORP | 2012-09-24 | 2025-02-14 | $15,450 | $3,569 | $11,881 | $11,881 | |
| 118. NVIDIA CORP | 2020-07-09 | 2025-02-14 | $16,250 | $1,227 | $15,023 | $15,023 | |
| 432. VERIZON COMMUNICATIONS | 2024-08-09 | 2025-02-14 | $17,751 | $17,530 | $221 | $221 | |
| 18. VERIZON COMMUNICATIONS | 2024-08-22 | 2025-02-14 | $740 | $734 | $6 | $6 | |
| 1. ZOETIS INC | 2024-08-09 | 2025-02-14 | $158 | $188 | -$30 | -$30 | |
| 3. ZOETIS INC | 2024-08-22 | 2025-02-14 | $474 | $547 | -$73 | -$73 | |
| 87. ZOETIS INC | 2023-11-17 | 2025-02-14 | $13,755 | $15,306 | -$1,551 | -$1,551 | |
| 50000. SCHWAB CHARLES CORP NEW | 2022-09-19 | 2025-03-24 | $50,000 | $49,837 | $163 | $163 | |
| 37. AMAZON.COM INC | 2020-03-25 | 2025-04-21 | $6,135 | $3,520 | $2,615 | $2,615 | |
| 3. ARISTA NETWORKS INC | 2025-02-14 | 2025-04-21 | $201 | $323 | -$122 | -$122 | |
| 1. ING HLDGS INC | 2025-02-14 | 2025-04-21 | $4,371 | $5,070 | -$699 | -$699 | |
| 185. ISHARES S & P MIDCAP 400 | 2024-02-15 | 2025-04-21 | $9,828 | $10,546 | -$718 | -$718 | |
| 105. ISHARES S & P SMALLCAP 600 | 2021-03-18 | 2025-04-21 | $9,825 | $11,939 | -$2,114 | -$2,114 | |
| 12. M & T BANK CORP | 2024-04-25 | 2025-04-21 | $1,870 | $1,758 | $112 | $112 | |
| 69. M & T BANK CORP | 2018-05-22 | 2025-04-21 | $10,754 | $9,191 | $1,563 | $1,563 | |
| 93. VANGUARD TAX-MANAGED INTL FD | 2024-02-15 | 2025-04-21 | $4,669 | $4,471 | $198 | $198 | |
| 19. VANGUARD INTL EQUITY INDEX FDS | 2024-02-15 | 2025-04-21 | $818 | $778 | $40 | $40 | |
| 3. ACCENTURE PLC | 2024-08-22 | 2025-04-21 | $833 | $993 | -$160 | -$160 | |
| 67. ACCENTURE PLC | 2020-03-25 | 2025-04-21 | $18,598 | $11,336 | $7,262 | $7,262 | |
| 24. FIDELITY MERRIMACK STR TR | 2023-08-01 | 2025-04-29 | $1,091 | $1,082 | $9 | $9 | |
| 5. ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2023-03-21 | 2025-04-29 | $542 | $540 | $2 | $2 | |
| 29. ISHARES TR | 2024-08-22 | 2025-04-29 | $2,283 | $2,292 | -$9 | -$9 | |
| 41. ISHARES TR | 2023-03-21 | 2025-04-29 | $4,876 | $4,790 | $86 | $86 | |
| 26. ISHARES TR | 2023-08-01 | 2025-04-29 | $579 | $572 | $7 | $7 | |
| 1. AMERICAN ELECTRIC POWER CO INC | 2022-05-19 | 2025-07-18 | $106 | $98 | $8 | $8 | |
| 1. CROWDSTRIKE HLDGS INC | 2024-08-22 | 2025-07-18 | $469 | $272 | $197 | $197 | |
| 1. CROWDSTRIKE HLDGS INC | 2025-04-21 | 2025-07-18 | $469 | $357 | $112 | $112 | |
| 30. CROWDSTRIKE HLDGS INC | 2024-06-18 | 2025-07-18 | $14,074 | $11,729 | $2,345 | $2,345 | |
| 5. EOG RESOURCES INC | 2024-08-22 | 2025-07-18 | $591 | $630 | -$39 | -$39 | |
| 3. EOG RESOURCES INC | 2025-04-21 | 2025-07-18 | $355 | $324 | $31 | $31 | |
| 102. EOG RESOURCES INC | 2022-05-19 | 2025-07-18 | $12,054 | $12,567 | -$513 | -$513 | |
| 1. EQT CORP | 2025-02-14 | 2025-07-18 | $58 | $53 | $5 | $5 | |
| 1. ELECTRONIC ARTS INC | 2024-08-09 | 2025-07-18 | $150 | $147 | $3 | $3 | |
| 1. ISHARES S & P MIDCAP 400 | 2024-02-15 | 2025-07-18 | $64 | $57 | $7 | $7 | |
| 1. ISHARES S & P SMALLCAP 600 | 2021-03-18 | 2025-07-18 | $113 | $114 | -$1 | -$1 | |
| 6. O REILLY AUTOMOTIVE INC NEW | 2024-06-18 | 2025-07-18 | $555 | $422 | $133 | $133 | |
| 45. PROCTER & GAMBLE CO | 2024-08-09 | 2025-07-18 | $6,986 | $7,682 | -$696 | -$696 | |
| 4. PROCTER & GAMBLE CO | 2025-02-14 | 2025-07-18 | $621 | $661 | -$40 | -$40 | |
| 106. PROCTER & GAMBLE CO | 2020-03-25 | 2025-07-18 | $16,455 | $15,824 | $631 | $631 | |
| 1. SPDR INDEX SHS FDS | 2024-02-15 | 2025-07-18 | $44 | $42 | $2 | $2 | |
| 4. T-MOBILE US INC | 2024-08-22 | 2025-07-18 | $911 | $783 | $128 | $128 | |
| 2. T-MOBILE US INC | 2025-04-21 | 2025-07-18 | $455 | $507 | -$52 | -$52 | |
| 91. T-MOBILE US INC | 2023-02-07 | 2025-07-18 | $20,715 | $12,884 | $7,831 | $7,831 | |
| 1. THERMO ELECTRON CORP W/1 RT/SH | 2024-08-22 | 2025-07-18 | $422 | $605 | -$183 | -$183 | |
| 22. THERMO ELECTRON CORP W/1 RT/SH | 2024-03-01 | 2025-07-18 | $9,275 | $12,599 | -$3,324 | -$3,324 | |
| 1. US BANCORP DEL NEW | 2023-12-21 | 2025-07-18 | $45 | $43 | $2 | $2 | |
| 6. VALERO ENERGY | 2024-08-22 | 2025-07-18 | $884 | $867 | $17 | $17 | |
| 4. VALERO ENERGY | 2025-02-14 | 2025-07-18 | $589 | $458 | $131 | $131 | |
| 153. VALERO ENERGY | 2013-09-30 | 2025-07-18 | $22,544 | $8,987 | $13,557 | $13,557 | |
| 3. VANGUARD TAX-MANAGED INTL FD | 2024-02-15 | 2025-07-18 | $170 | $144 | $26 | $26 | |
| 2. VANGUARD INTL EQUITY INDEX FDS | 2024-02-15 | 2025-07-18 | $101 | $82 | $19 | $19 | |
| 1. ABBVIE INC | 2025-02-14 | 2025-07-28 | $190 | $195 | -$5 | -$5 | |
| 3. ADVANCED MICRO DEVICES INC W/1 | 2025-07-18 | 2025-07-28 | $517 | $478 | $39 | $39 | |
| 3. ALPHABET INC | 2015-10-02 | 2025-07-28 | $576 | $98 | $478 | $478 | |
| 4. AMAZON.COM INC | 2020-03-25 | 2025-07-28 | $931 | $381 | $550 | $550 | |
| 4. AMERICAN ELECTRIC POWER CO INC | 2022-05-19 | 2025-07-28 | $432 | $393 | $39 | $39 | |
| 1. AMERICAN TOWER CORP -CL A (REIT) | 2023-11-17 | 2025-07-28 | $226 | $200 | $26 | $26 | |
| 1. ANALOG DEVICES | 2017-11-15 | 2025-07-28 | $230 | $89 | $141 | $141 | |
| 4. APPLE COMPUTER | 2020-03-25 | 2025-07-28 | $854 | $256 | $598 | $598 | |
| 2. ARISTA NETWORKS INC | 2025-02-14 | 2025-07-28 | $232 | $215 | $17 | $17 | |
| 2. ATMOS ENERGY CORP | 2023-05-31 | 2025-07-28 | $309 | $232 | $77 | $77 | |
| 1. BERKSHIRE HATHAWAY INC DEL | 2023-09-28 | 2025-07-28 | $483 | $358 | $125 | $125 | |
| 6. BOSTON SCIENTIFIC CORP | 2023-05-02 | 2025-07-28 | $636 | $321 | $315 | $315 | |
| 3. BROADCOM INC | 2023-12-21 | 2025-07-28 | $878 | $337 | $541 | $541 | |
| 1. CROWDSTRIKE HLDGS INC | 2025-04-21 | 2025-07-28 | $470 | $357 | $113 | $113 | |
| 1. DIGITAL REALTY TRUST (REIT) | 2024-11-22 | 2025-07-28 | $177 | $190 | -$13 | -$13 | |
| 5. EQT CORP | 2025-02-14 | 2025-07-28 | $257 | $267 | -$10 | -$10 | |
| 2. ELECTRONIC ARTS INC | 2024-08-09 | 2025-07-28 | $305 | $293 | $12 | $12 | |
| 3. EMERSON ELECTRIC CO | 2022-11-10 | 2025-07-28 | $448 | $277 | $171 | $171 | |
| 3. EXXON MOBIL CORP COM | 2022-11-10 | 2025-07-28 | $335 | $330 | $5 | $5 | |
| 1. FACEBOOK INC CL-A | 2023-05-02 | 2025-07-28 | $715 | $241 | $474 | $474 | |
| 2. FISERV INC | 2022-08-17 | 2025-07-28 | $286 | $218 | $68 | $68 | |
| 3. GENERAL ELEC CO | 2023-05-02 | 2025-07-28 | $805 | $241 | $564 | $564 | |
| 10. INTEL CORP. | 2024-11-22 | 2025-07-28 | $207 | $244 | -$37 | -$37 | |
| 1. INTUITIVE SURGICAL INC | 2023-05-02 | 2025-07-28 | $497 | $302 | $195 | $195 | |
| 24. ISHARES S & P MIDCAP 400 | 2024-02-15 | 2025-07-28 | $1,540 | $1,368 | $172 | $172 | |
| 5. ISHARES S & P SMALLCAP 600 | 2021-03-18 | 2025-07-28 | $564 | $569 | -$5 | -$5 | |
| 2. J P MORGAN CHASE & CO | 2020-03-25 | 2025-07-28 | $595 | $178 | $417 | $417 | |
| 1. ELI LILLY & CO | 2023-04-11 | 2025-07-28 | $815 | $366 | $449 | $449 | |
| 2. M & T BANK CORP | 2024-04-25 | 2025-07-28 | $386 | $293 | $93 | $93 | |
| 2. MICROSOFT CORP | 2019-08-26 | 2025-07-28 | $1,024 | $270 | $754 | $754 | |
| 1. NETFLIX INC | 2023-02-07 | 2025-07-28 | $1,176 | $357 | $819 | $819 | |
| 6. NVIDIA CORP | 2020-07-09 | 2025-07-28 | $1,050 | $62 | $988 | $988 | |
| 5. O REILLY AUTOMOTIVE INC NEW | 2024-06-18 | 2025-07-28 | $488 | $351 | $137 | $137 | |
| 2. ORACLE CORP | 2024-06-18 | 2025-07-28 | $491 | $287 | $204 | $204 | |
| 2. PALANTIR TECHNOLOGIES INC | 2025-07-18 | 2025-07-28 | $312 | $307 | $5 | $5 | |
| 3. PALO ALTO NETWORKS INC | 2023-12-21 | 2025-07-28 | $612 | $451 | $161 | $161 | |
| 1. QUALCOMM INC | 2024-08-09 | 2025-07-28 | $161 | $163 | -$2 | -$2 | |
| 4. RTX CORP | 2024-04-25 | 2025-07-28 | $624 | $405 | $219 | $219 | |
| 1. ROCKWELL INTL CORP NEW | 2023-02-07 | 2025-07-28 | $357 | $288 | $69 | $69 | |
| 18. SPDR INDEX SHS FDS | 2024-02-15 | 2025-07-28 | $794 | $760 | $34 | $34 | |
| 1. SALESFORCE INC | 2024-11-22 | 2025-07-28 | $269 | $338 | -$69 | -$69 | |
| 2. SNOWFLAKE INC | 2025-02-14 | 2025-07-28 | $438 | $372 | $66 | $66 | |
| 1. STRYKER CORP | 2024-03-01 | 2025-07-28 | $401 | $351 | $50 | $50 | |
| 3. TJX COMPANIES INC W/1 RT/SH | 2023-09-28 | 2025-07-28 | $377 | $267 | $110 | $110 | |
| 1. TAIWAN SEMICONDUCTER MFG LTD ADR | 2025-07-18 | 2025-07-28 | $242 | $240 | $2 | $2 | |
| 5. US BANCORP DEL NEW | 2023-12-21 | 2025-07-28 | $229 | $216 | $13 | $13 | |
| 1. ULTA BEAUTY INC | 2025-07-18 | 2025-07-28 | $519 | $493 | $26 | $26 | |
| 46. VANGUARD TAX-MANAGED INTL FD | 2024-02-15 | 2025-07-28 | $2,624 | $2,211 | $413 | $413 | |
| 36. VANGUARD INTL EQUITY INDEX FDS | 2024-02-15 | 2025-07-28 | $1,813 | $1,474 | $339 | $339 | |
| 1. VISA INC | 2020-03-25 | 2025-07-28 | $355 | $161 | $194 | $194 | |
| 4. WAL-MART STORES, INC. | 2022-11-10 | 2025-07-28 | $389 | $190 | $199 | $199 | |
| 2. CHUBB LTD | 2010-12-22 | 2025-07-28 | $532 | $124 | $408 | $408 | |
| 50000. DEERE JOHN CAP CORP MEDIUM TERM NTS- | 2022-09-19 | 2025-09-08 | $50,000 | $49,677 | $323 | $323 | |
| 343. EQT CORP | 2025-02-14 | 2025-09-11 | $17,452 | $18,326 | -$874 | -$874 | |
| 5. EQT CORP | 2025-04-21 | 2025-09-11 | $254 | $239 | $15 | $15 | |
| 1. ELECTRONIC ARTS INC | 2024-11-22 | 2025-09-11 | $169 | $168 | $1 | $1 | |
| 5. ELECTRONIC ARTS INC | 2025-04-21 | 2025-09-11 | $847 | $711 | $136 | $136 | |
| 192. ELECTRONIC ARTS INC | 2024-08-09 | 2025-09-11 | $32,541 | $28,171 | $4,370 | $4,370 | |
| 70. SALESFORCE INC | 2024-11-22 | 2025-09-11 | $17,217 | $23,672 | -$6,455 | -$6,455 | |
| 1. SALESFORCE INC | 2025-04-21 | 2025-09-11 | $246 | $235 | $11 | $11 | |
| 44. SHERWIN WILLIAMS CO | 2024-06-18 | 2025-09-11 | $15,876 | $13,317 | $2,559 | $2,559 | |
| 1183. VANGUARD INTL EQUITY INDEX FDS | 2024-02-15 | 2025-09-11 | $63,146 | $49,214 | $13,932 | $13,932 | |
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P | |||||
| CAPITAL GAIN DIVIDENDS | $82 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,647 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,998 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,998 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,583 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,583 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $415 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3307425499 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT S MCCULLOCH III | ||||||
| 165 E STATE STREET | SALEM | OH | 44460 | DIRECTOR | 1 | $0 |
| HUNTINGTON NATIONAL BANK | ||||||
| PO BOX 1558 DEPT EA5W86 | COLUMBUS | OH | 43216 | TRUSTEE | 1 | $31,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,936,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,978,981 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,978,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,934,296 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,715 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,715 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,998 | TotalTaxAmt |
| Distributable Before Adj | $144,717 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $144,717 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $144,717 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,969 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $137,969 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,717 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,779 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,969 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,779 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,190 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $58,527 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CRYSTAL HUDSPETH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307425499 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION STATING PURPOSE OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTED TO ORGANIZATIONS IN THE CITY OF SALEM OR THE STATE OF OHIO. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED WAY WORLDWIDE | |||||||
| 701 N FAIRFAX ST | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING | $25,000 |
| THIEL COLLEGE | |||||||
| 75 COLLEGE AVE | GREENVILLE | PA | 16125 | NONE | I | SCHOLARSHIPS | $5,000 |
| KENT STATE UNIVERSITY | |||||||
| PO BOX 5190 | KENT | OH | 442420001 | NONE | I | SCHOLARSHIPS | $5,000 |
| BALDWIN WALLACE UNIVERSITY | |||||||
| 275 EASTLAND RD | BEREA | OH | 440172005 | NONE | I | SCHOLARSHIPS | $10,000 |
| UNIVERSITY OF MOUNT UNION | |||||||
| 1972 CLARK AVE | ALLIANCE | OH | 446013929 | NONE | I | SCHOLARSHIPS | $5,000 |
| SALEM COMMUNITY FOUNDATION INC | |||||||
| PO BOX 553 | SALEM | OH | 444600553 | NONE | PC | GENERAL OPERATING | $29,000 |
| YOUNGSTOWN STATE UNIVERSITY | |||||||
| 655 WICK AVE | YOUNGSTOWN | OH | 44502 | NONE | I | SCHOLARSHIPS | $10,000 |
| ALLEGHENY WESLEYAN COLLEGE | |||||||
| 2161 WOODSDALE ROAD | SALEM | OH | 44460 | NONE | I | SCHOLARSHIPS | $25,000 |
| THE BRIGHTSIDE PROJECT | |||||||
| 483 E PERSHING ST | SALEM | OH | 44460 | NONE | PC | GENERAL OPERATING | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,295 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $90,647 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $159,942 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,942 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 17252MAN0 CINTAS CORP NO 2 | $48,644 | $49,864 |
| 61746BDZ6 MORGAN STANLEY | $48,700 | $50,000 |
| 24422EWJ4 DEERE JOHN CAP CORP | ||
| 808513BB0 SCHWAB CHARLES CORP | ||
| 032654AN5 ANALOG DEVICES INC | $49,887 | $49,849 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 55261F104 M&T BK CORP | $19,717 | $22,767 |
| 023135106 AMAZON COM INC | $44,531 | $60,244 |
| 02079K305 ALPHABET INC | $50,746 | $99,221 |
| 46120E602 INTUITIVE SURGICAL I | $19,786 | $35,114 |
| 532457108 LILLY ELI & CO | $12,163 | $32,240 |
| 337738108 FISERV INC | $19,026 | $8,060 |
| 594918104 MICROSOFT CORP | $34,768 | $79,314 |
| H1467J104 CHUBB LTD | $13,405 | $31,524 |
| 92826C839 VISA INC | $11,032 | $22,095 |
| G1151C101 ACCENTURE PLC-CL A | ||
| 773903109 ROCKWELL AUTOMATION | $16,574 | $22,566 |
| 67066G104 NVIDIA CORP | $10,248 | $80,755 |
| 037833100 APPLE INC | $17,321 | $54,644 |
| 742718109 PROCTER & GAMBLE CO | ||
| 91913Y100 VALERO ENERGY CORP N | ||
| 032654105 ANALOG DEVICES INC | $10,021 | $26,035 |
| 007903107 ADVANCED MICRO DEVIC | $28,334 | $38,120 |
| 22160K105 COSTCO WHOLESALE COR | $13,998 | $29,320 |
| 46625H100 JPMORGAN CHASE & CO | $36,922 | $55,744 |
| 464287804 ISHARES TR | $82,941 | $85,809 |
| 26875P101 EOG RES INC | ||
| 025537101 AMERICAN ELEC PWR CO | $27,019 | $32,171 |
| 81762P102 SERVICENOW INC | $13,547 | $20,681 |
| 30231G102 EXXON MOBIL CORP | $23,561 | $24,670 |
| 291011104 EMERSON ELEC CO | $15,718 | $23,890 |
| 539830109 LOCKHEED MARTIN CORP | ||
| 931142103 WAL MART STORES INC | $12,579 | $28,298 |
| 03027X100 AMERICAN TOWER CORP | $14,857 | $12,992 |
| 049560105 ATMOS ENERGY CORP | $12,691 | $18,104 |
| 084670702 BERKSHIRE HATHAWAY I | $21,196 | $29,154 |
| 101137107 BOSTON SCIENTIFIC CO | $21,881 | $38,712 |
| 11135F101 BROADCOM INC | $26,659 | $75,796 |
| 30303M102 FACEBOOK INC CL-A | $25,376 | $57,428 |
| 316188309 FIDELITY MERRIMACK S | $68,459 | $69,014 |
| 369604301 GENERAL ELEC CO | $13,996 | $49,901 |
| 464287242 ISHARES TR | $251,917 | $254,759 |
| 464288661 ISHARES TR | $248,619 | $255,409 |
| 46434V787 ISHARES TR | $22,157 | $22,957 |
| 64110L106 NETFLIX INC | $14,497 | $34,691 |
| 697435105 PALO ALTO NETWORKS I | $24,664 | $29,840 |
| 79466L302 SALESFORCE.COM INC | ||
| 872540109 TJX COS INC NEW | $18,513 | $28,264 |
| 872590104 T-MOBILE US INC | ||
| 902973304 US BANCORP DEL | $18,135 | $20,437 |
| 98978V103 ZOETIS INC | ||
| G54950103 LINDE PLC | $16,089 | $16,629 |
| 22788C105 CROWDSTRIKE HLDGS IN | $8,921 | $11,719 |
| 253868103 DIGITAL RLTY TR INC | $14,753 | $12,067 |
| 285512109 ELECTRONIC ARTS INC | ||
| 458140100 INTEL CORP | $15,428 | $23,837 |
| 464287176 ISHARES TR | $45,557 | $45,723 |
| 464287507 ISHARES TR | $90,536 | $104,346 |
| 464288513 ISHARES TR | $44,742 | $45,637 |
| 67103H107 O REILLY AUTOMOTIVE | $22,790 | $29,096 |
| 68389X105 ORACLE CORP | $19,717 | $26,898 |
| 747525103 QUALCOMM INC | $13,038 | $13,684 |
| 75513E101 RTX CORP | $22,729 | $40,715 |
| 78463X749 SPDR INDEX SHS FDS | $52,123 | $55,375 |
| 824348106 SHERWIN WILLIAMS CO | ||
| 863667101 STRYKER CORP | $25,966 | $26,009 |
| 883556102 THERMO FISHER SCIENT | ||
| 921943858 VANGUARD TAX-MANAGED | $169,604 | $214,397 |
| 922042858 VANGUARD INTL EQUITY | $53,786 | $65,426 |
| 92343V104 VERIZON COMMUNICATIO | ||
| 00287Y109 ABBVIE INC | $16,132 | $18,965 |
| 040413205 ARISTA NETWORKS INC | $14,542 | $17,689 |
| 09857L108 ING HLDGS INC | $10,140 | $10,711 |
| 219350105 CORNING INC | $18,801 | $21,540 |
| 38141G104 GOLDMAN SACHS GROUP | $31,551 | $43,950 |
| 69608A108 PALANTIR TECHNOLOGIE | $21,651 | $25,063 |
| 78464A474 SPDR SER TR | $27,733 | $27,724 |
| 806857108 SLB LTD | $17,797 | $18,806 |
| 833445109 SNOWFLAKE INC | $18,574 | $22,375 |
| 874039100 TAIWAN SEMICONDUCTOR | $23,548 | $29,781 |
| 90384S303 ULTA BEAUTY INC | $23,665 | $29,040 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $3 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING/TAX PAYMENT | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $365 | $365 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,474 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $293 | $293 | $0 |
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