JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JAMES & CORALIE CENTOFANTI CHARITABLE FOUNDATION (EIN 31-6567000)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-29
- IRS object ID
- 202611199349100106
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-29T07:10:26-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341667340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKER THOMAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6601 WESTFORD PLACE SUITE 101 | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | 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 | 316567000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES & CORALIE CENTOFANTI | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3307401226 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIRSTY COURSON | PersonNm |
| Person Title | TRUST ADMINISTRATOR | PersonTitleTxt |
| Phone | 3307401226 | PhoneNum |
| Signature | 2026-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN COMMONS CPA | PreparerPersonNm |
| PTIN | P00443330 | PTIN |
| Phone | 3305339777 | PhoneNum |
| Preparation | 2026-04-22 | PreparationDt |
| 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 | $9,765,974 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,430,422 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $207,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $277,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,003,525 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $277,377 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $964 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $964 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,916,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $485,724 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $64,505 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,505 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,207 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,207 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,555 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $664,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $664,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $768,555 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $664,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,147,591 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $388,312 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $456,869 | CashBOYAmt |
| Cash EOY | $461,327 | CashEOYAmt |
| Cash EOYFMV | $461,327 | CashEOYFMVAmt |
| US Government Obligations BOY | $630,480 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $910,750 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $910,750 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,307,356 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,103,637 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,103,637 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $623,518 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $691,272 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $691,272 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,810,452 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,598,988 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,598,988 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,828,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,765,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,765,974 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $36,967 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $85,003 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $36,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,003 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,791,708 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,680,971 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,791,708 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,680,971 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,828,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,765,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,791,708 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,147,591 | ExcessRevenueOverExpensesAmt |
| Other Increases | $741,672 | OtherIncreasesAmt |
| Subtotal | $9,680,971 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,680,971 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2025-01-01 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $2,003,525 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,726,148 | CostOrOtherBasisAmt |
| Gain Or Loss | $277,377 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $277,377 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $277,377 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,398 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,398 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $78 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FARMERS TRUST COMPANY | IndividualWithBooksNm |
| Phone | 3307437000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG RD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FARMERS TRUST COMPANY KIRSTY COURSO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG RD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUST ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $64,505 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,361,804 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $349,396 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,711,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,711,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,595,532 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $379,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $379,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,398 | TotalTaxAmt |
| Distributable Before Adj | $374,379 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $374,379 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $374,379 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $664,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $664,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $374,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $224,411 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $242,219 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $180,860 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $105,223 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $177,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $930,113 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $664,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $374,379 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $289,621 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,219,734 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $224,411 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $995,323 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $242,219 | ExcessFromYear4Amt |
| Excess From Year3 | $180,860 | ExcessFromYear3Amt |
| Excess From Year2 | $105,223 | ExcessFromYear2Amt |
| Excess From Year1 | $177,400 | ExcessFromYear1Amt |
| Excess From Current Year | $289,621 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FARMERS TRUST CO TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307401226 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING PURPOSE OF REQUEST. PRINTED MATERIAL, BROCHURES AND ANY OTHER INFORMATION PERTINENT TO THE ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||
| 840 SOUTHWESTERN RUN | YOUNGSTOWN | OH | 44514 | N/A | PC | CHARITABLE | $5,000 |
| AMERICAN LEGION POST 177 | |||||||
| PO BOX 53 | CANFIELD | OH | 44406 | N/A | PC | CHARITABLE | $2,500 |
| ANIMAL CHARITY OF OHIO INC | |||||||
| 8469 SOUTHERN BLVD BLDG 3 | BOARDMAN | OH | 44512 | N/A | PC | CHARITABLE | $5,000 |
| CANFIELD FAIR FOUNDATION | |||||||
| PO BOX 250 | CANFIELD | OH | 44406 | N/A | PC | CHARITABLE | $70,000 |
| CANFIELD SCHOOLS | |||||||
| 100 WADSWORTH ST | CANFIELD | OH | 44406 | N/A | PC | CHARITABLE | $11,500 |
| CATHOLIC DIOCESE OF YOUNGSTOWN | |||||||
| 144 W WOOD ST | YOUNGSTOWN | OH | 44503 | N/A | PC | CHARITABLE | $5,000 |
| COMMUNITY FOUNDATION OF MAHONING VALLEY | |||||||
| 201 E COMMERCE ST 150 | YOUNGSTOWN | OH | 44503 | N/A | PC | CHARITABLE | $45,000 |
| GOLDEN STRING INC | |||||||
| 16 S PHELPS ST | YOUNGSTOWN | OH | 44503 | N/A | PC | CHARITABLE | $15,000 |
| GRANDVIEW CEMETERY | |||||||
| 1399 FRANKLIN AVE | SALEM | OH | 44460 | N/A | PC | CHARITABLE | $5,000 |
| GREATER YOUNGSTOWN ITALIAN FEST | |||||||
| 23 E FEDERAL ST | YOUNGSTOWN | OH | 44503 | N/A | PC | CHARITABLE | $5,000 |
| HEALTHY HEARTS AND PAWS | |||||||
| 909 MARTIN LUTHER KING BLVD SW | WARREN | OH | 44485 | N/A | PC | CHARITABLE | $5,000 |
| HELP HOTLINE CRISIS CENTER | |||||||
| 261 E WOOD ST | YOUNGSTOWN | OH | 44503 | N/A | PC | CHARITABLE | $5,000 |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| 800 E SUMMIT ST | KENT | OH | 44240 | N/A | PC | CHARITABLE | $16,000 |
| LIT YOUNGSTOWN | |||||||
| 323 WICK AVE UNIT 6 | YOUNGSTOWN | OH | 44503 | N/A | PC | CHARITABLE | $7,500 |
| THE MELINA MICHELLE EDENFIELD FOUNDATION | |||||||
| 21 EMERALD CT | CANFIELD | OH | 44406 | N/A | PC | CHARITABLE | $5,000 |
| MINA'S FOSTER CLOSET | |||||||
| 11836 SOUTH AVE | NORTH LIMA | OH | 44452 | N/A | PC | CHARITABLE | $5,000 |
| OPERATION BLESSING | |||||||
| 140 W MAIN ST | CANFIELD | OH | 44406 | N/A | PC | CHARITABLE | $1,000 |
| PROJECT MKC | |||||||
| 6505 MARKET ST | YOUNGSTOWN | OH | 44512 | N/A | PC | CHARITABLE | $1,000 |
| SALEM COMMUNITY FOUNDATION | |||||||
| 141 S ELLSWORTH AVE | SALEM | OH | 44460 | N/A | PC | CHARITABLE | $5,000 |
| SALEM COMMUNITY PANTRY INC | |||||||
| 794 E 3RD ST | SALEM | OH | 44460 | N/A | PC | CHARITABLE | $2,000 |
| SALVATION ARMY OF MAHONING COUNTY | |||||||
| 1501 GLENWOOD AVE | YOUNGSTOWN | OH | 44511 | N/A | PC | CHARITABLE | $35,000 |
| SOPHIA WOMEN'S CENTER | |||||||
| 1830 S LINCOLN AVE | SALEM | OH | 44460 | N/A | PC | CHARITABLE | $7,500 |
| UNITED WAY OF YOUNGSTOWN AND THE MAHONING VALLEY | |||||||
| 225 WATT ST | YOUNGSTOWN | OH | 44505 | N/A | PC | CHARITABLE | $140,000 |
| URSULINE SISTERS OF YOUNGSTOWN | |||||||
| 1225 ELM ST | YOUNGSTOWN | OH | 44505 | N/A | PC | CHARITABLE | $100,000 |
| WESTERN RESERVE LOCAL SCHOOLS | |||||||
| 13850 W AKRON-CANFIELD ROAD | BERLIN CENTER | OH | 44401 | N/A | PC | CHARITABLE | $10,000 |
| YOUNGSTOWN STATE UNIVERSITY | |||||||
| 1 UNIVERSITY PLZ | YOUNGSTOWN | OH | 44555 | N/A | PC | CHARITABLE | $50,000 |
| YSU FOUNDATION | |||||||
| 655 WICK AVE | YOUNGSTOWN | OH | 44502 | N/A | PC | CHARITABLE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $664,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,383 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $964 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $277,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $485,724 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $485,724 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARMERS TRUST CO TRUSTEE OF JAMES CENTOFANTI TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 MCCLURG ROAD | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,430,422 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | NUMEROUS PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,525,088 | FairMarketValueAmt |
| Received | 2025-09-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $9,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 ORACLE CORP | $49,590 | $49,590 |
| 100,000 DUKE ENERGY OHIO INC | $99,051 | $99,051 |
| 100,000 PFIZER INC | $98,885 | $98,885 |
| 50,000 CHEVRON CORPORATION | $49,841 | $49,841 |
| 50,000 EXXON MOBIL CORP | $49,508 | $49,508 |
| 50,000 TARGET CORP | $49,168 | $49,168 |
| 100,000 AIR PRODUCTS AND CHEMICALS INC | $97,504 | $97,504 |
| 75,000 SCHWAB CHARLES CORP SR GLBL NT 3.3%27 | $74,515 | $74,515 |
| 75,000 3M CO FR 3.625% | $74,474 | $74,474 |
| 25,000 EXXON MOBIL CORP | $23,462 | $23,462 |
| 25,000 MERCK AND CO INC NTA 4.5%33 | $25,274 | $25,274 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 313 MICROSOFT CORPORATION | $151,373 | $151,373 |
| 435 APPLE INC | $118,259 | $118,259 |
| 579 JOHNSON & JOHNSON | $119,824 | $119,824 |
| 488 PEPSICO INC | $70,038 | $70,038 |
| 1,822 CISCO SYS INC | $140,349 | $140,349 |
| 854 NEXTERA ENERGY INC | $68,559 | $68,559 |
| 288 VISA INC | $101,004 | $101,004 |
| 794 ALPHABET INC CL A | $248,522 | $248,522 |
| 3,051 AT&T INC | $75,787 | $75,787 |
| 1,183 CVS HEALTH CORP | $93,883 | $93,883 |
| 179 ADOBE SYSTEMS INC | $62,648 | $62,648 |
| 555 MID-AMERICA APARTMENT COMMUNITIES INC | $77,095 | $77,095 |
| 1,720 VERIZON COMMUNICATIONS | $70,056 | $70,056 |
| 3,581 KINDER MORGAN INC | $98,442 | $98,442 |
| 215 LOCKHEED MARTIN CORP | $103,989 | $103,989 |
| 950 EQT CORP | $50,920 | $50,920 |
| 924 CITIGROUP INC | $107,822 | $107,822 |
| 419 CME GROUP INC | $114,420 | $114,420 |
| 171 JPMORGAN CHASE & CO | $55,100 | $55,100 |
| 348 INTERNATIONAL BUSINESS MACHS | $103,081 | $103,081 |
| 895 NEWMONT CORP | $89,366 | $89,366 |
| 517 DUKE ENERGY CORP | $60,598 | $60,598 |
| 186 CHUBB LIMITED COM | $58,054 | $58,054 |
| 396 AMAZON COM INC | $91,405 | $91,405 |
| 644 GILEAD SCIENCES INC COM | $79,044 | $79,044 |
| 557 HONEYWELL INTL INC | $108,665 | $108,665 |
| 788 AKAMAI TECHNOLOGIES INC | $68,753 | $68,753 |
| 94 INVESCO QQQ TR UNIT SER 1 | $57,745 | $57,745 |
| 979 MEDTRONIC PLC SHS | $94,043 | $94,043 |
| 595 KIMBERLY-CLARK CORP COM | $60,029 | $60,029 |
| 773 PHILIP MORRIS INTL INC COM | $123,989 | $123,989 |
| 486 CHENIERE ENERGY INC COM | $94,474 | $94,474 |
| 429 BIOGEN INC COM | $75,500 | $75,500 |
| 1,165 SOLVENTUM CORP COM SHS | $92,315 | $92,315 |
| 623 3M CO COM | $99,742 | $99,742 |
| 736 UBER TECHNOLOGIES INC COM | $60,138 | $60,138 |
| 417 UNION PAC CORP COM | $96,460 | $96,460 |
| 1,124 PALANTIR TECHNOLOGIES INC CL A | $199,791 | $199,791 |
| 905 SOUTHERN CO COM | $78,916 | $78,916 |
| 231 ACCENTURE PLC IRELAND SHS CLASS A | $61,977 | $61,977 |
| 517 TWILIO INC CL A | $73,538 | $73,538 |
| 93 META PLATFORMS INC | $61,388 | $61,388 |
| 395 AIRBNB INC COM | $53,609 | $53,609 |
| 195 MCDONALDS CORP | $59,598 | $59,598 |
| 1,355 SLB LIMITED COM STK | $52,005 | $52,005 |
| 476 VALERO ENERGY CORP | $77,488 | $77,488 |
| 133 COINBASE GLOBAL INC | $30,077 | $30,077 |
| 251 BECTON DICKINSON & CO | $48,712 | $48,712 |
| 882 LAM RESEARCH CORP | $150,981 | $150,981 |
| 1,442 FREEPORT-MCMORAN INC | $73,239 | $73,239 |
| 433 NUCOR CORP | $70,627 | $70,627 |
| 139 SOLSTICE ADVANCED MATLS INC. | $6,753 | $6,753 |
| 2,402 WEYERHAEUSER CO MTN BE COM NEW | $56,903 | $56,903 |
| 1,084 STATE ST CONSUMER DISCRETIONARY CONSUMER SELECT SECTOR SPDR ETF | $129,440 | $129,440 |
| 6,800 STATE ST REAL ESTATE SELECT SECTOR SPDR ETF | $274,380 | $274,380 |
| 1,585 STATE ST SPDR S&P REGIONAL BANKING ETF | $102,724 | $102,724 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $838,933 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $838,933 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $71,817 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $71,817 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 29,400.478 BLACKROCK ISHARES MSCI EAFE INTERNATIONAL INDEX FUND INSTL CLASS | FMV | $568,899 | $568,899 |
| 13,648.259 DFA INVESTMENTS DIMENSIONS EMERGING MARKETS | FMV | $396,891 | $396,891 |
| 51,243.048 DFA INVT DIMENSIONS GROUP INC COMMDTY STRG | FMV | $238,280 | $238,280 |
| 3,277 VANGUARD SHORT TERM INVESTMENT GRADE FUND | FMV | $34,474 | $34,474 |
| 21,167.156 GQG PARTNERS INTERNATIONAL OPPORTUNITIES | FMV | $475,626 | $475,626 |
| 7,597.236 INVESCO MAIN STREET SMALL CAP | FMV | $171,394 | $171,394 |
| 4,116 JP MORGAN EXCHANGE TRADED FUND TRUST | FMV | $210,163 | $210,163 |
| 30,785.653 FEDERATED HIGH YIELD | FMV | $277,994 | $277,994 |
| 7,920.78 MFS SER TR IV MID CAP GWTH R6 | FMV | $225,267 | $225,267 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,207 | LegalFeesAmt |
| Net Investment Income | $13,207 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMITTEE EXPENSE | $10,000 | $10,000 | $0 |
| STATE FILING FEES | $200 | $200 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $964 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $964 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $964 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON INVESTMENTS | Desc |
| Amt | $741,672 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT OPTIONS | Desc |
| BOY Book Value | $36,967 | BOYBookValueAmt |
| EOY Book Value | $85,003 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $7,143 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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