OSCAR & HILDEGARD THIELE SCHOLARSHIP FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OSCAR & HILDEGARD THIELE SCHOLARSHIP FUND (EIN 34-6854105)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202641259349100804
- 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 Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T00:01:06-05:00 | 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 | 346854105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSCAR & HILDEGARD THIELE SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THIE | BusinessNameControlTxt |
| Phone | 3307647253 | 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 | SENIOR VP | PersonTitleTxt |
| Phone | 3307647253 | PhoneNum |
| Signature | 2026-04-21 | 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 | 2026-04-21 | 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) |
|---|---|---|
| PF Status Term Sect507b1 A | Yes (X) | PFStatusTermSect507b1AInd |
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $853 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $853 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,502 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,355 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,755 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,378 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,378 | 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 Rev And Expnss | $657 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $657 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $265 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1 | 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 | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,227 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,585 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,085 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,372 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,976 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,995 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $33,479 | CorporateStockBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $35,474 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,474 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,474 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,372 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,045 | OtherIncreasesAmt |
| Subtotal | $147 | SubtotalAmt |
| Other Decreases | $147 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 5. FIDELITY MERRIMACK STR TR | 2019-07-25 | 2025-01-07 | $223 | $256 | -$33 | -$33 |
| 2. INVESCO ACTIVELY MANAGED EXCHANGE-TRADED | 2022-09-28 | 2025-01-07 | $100 | $99 | $1 | $1 |
| 1. ISHARES TR | 2019-03-05 | 2025-01-07 | $106 | $111 | -$5 | -$5 |
| 8. ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2009-08-05 | 2025-01-07 | $846 | $821 | $25 | $25 |
| 22. ISHARES TR | 2009-08-05 | 2025-01-07 | $2,266 | $285 | $1,981 | $1,981 |
| 11. ISHARES TR | 2009-08-05 | 2025-01-07 | $2,109 | $535 | $1,574 | $1,574 |
| 6. ISHARES S & P MIDCAP 400 | 2019-07-25 | 2025-01-07 | $376 | $236 | $140 | $140 |
| 1. ISHARES S & P SMALLCAP 600 | 2019-07-25 | 2025-01-07 | $115 | $79 | $36 | $36 |
| 2. ISHARES TR | 2020-05-06 | 2025-01-07 | $158 | $163 | -$5 | -$5 |
| 8. ISHARES TR | 2019-03-05 | 2025-01-07 | $921 | $970 | -$49 | -$49 |
| 3. ISHARES TR | 2022-02-16 | 2025-01-07 | $66 | $69 | -$3 | -$3 |
| 4. SPDR INDEX SHS FDS | 2021-10-08 | 2025-01-07 | $169 | $207 | -$38 | -$38 |
| 23. SPDR SER TR | 2019-07-25 | 2025-01-07 | $685 | $709 | -$24 | -$24 |
| 10. VANGUARD TAX-MANAGED INTL FD | 2019-07-25 | 2025-01-07 | $485 | $417 | $68 | $68 |
| 6. VANGUARD INTL EQUITY INDEX FDS | 2024-07-19 | 2025-01-07 | $264 | $265 | -$1 | -$1 |
| 1. VANGUARD INTL EQUITY INDEX FDS | 2020-03-09 | 2025-01-07 | $44 | $38 | $6 | $6 |
| 24. ISHARES TR | 2024-08-09 | 2025-02-14 | $2,555 | $2,109 | $446 | $446 |
| 81. ISHARES TR | 2009-08-05 | 2025-02-14 | $8,623 | $1,050 | $7,573 | $7,573 |
| 15. ISHARES TR | 2024-07-19 | 2025-02-14 | $2,955 | $2,787 | $168 | $168 |
| 36. ISHARES TR | 2009-08-05 | 2025-02-14 | $7,092 | $1,752 | $5,340 | $5,340 |
| 1. SPDR INDEX SHS FDS | 2024-08-09 | 2025-02-14 | $44 | $44 | ||
| 17. SPDR INDEX SHS FDS | 2020-03-09 | 2025-02-14 | $755 | $818 | -$63 | -$63 |
| 1.9991 FIDELITY MERRIMACK STR TR | 2019-07-25 | 2025-03-11 | $91 | $102 | -$11 | -$11 |
| 2.0009 FIDELITY MERRIMACK STR TR | 2019-07-25 | 2025-03-11 | $91 | $102 | -$11 | -$11 |
| 2. INVESCO ACTIVELY MANAGED EXCHANGE-TRADED | 2022-09-28 | 2025-03-11 | $100 | $99 | $1 | $1 |
| 1. ISHARES TR | 2019-03-05 | 2025-03-11 | $110 | $111 | -$1 | -$1 |
| 4. ISHARES TR | 2025-02-14 | 2025-03-11 | $2,253 | $2,451 | -$198 | -$198 |
| 7. ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2009-08-05 | 2025-03-11 | $759 | $719 | $40 | $40 |
| 3. ISHARES S & P MIDCAP 400 | 2019-07-25 | 2025-03-11 | $175 | $118 | $57 | $57 |
| 2. ISHARES COHEN & STEERS REALTY MAJOR INDEX FUND | 2025-02-14 | 2025-03-11 | $124 | $125 | -$1 | -$1 |
| 1. ISHARES S & P SMALLCAP 600 | 2019-07-25 | 2025-03-11 | $106 | $79 | $27 | $27 |
| 2. ISHARES TR | 2020-05-06 | 2025-03-11 | $158 | $158 | ||
| 3.9991 ISHARES TR | 2019-03-05 | 2025-03-11 | $470 | $485 | -$15 | -$15 |
| 2.0009 ISHARES TR | 2019-03-05 | 2025-03-11 | $235 | $243 | -$8 | -$8 |
| 4. ISHARES TR | 2022-07-21 | 2025-03-11 | $89 | $89 | ||
| 10.99946 SPDR SER TR | 2019-07-25 | 2025-03-11 | $329 | $339 | -$10 | -$10 |
| 10.00054 SPDR SER TR | 2019-07-25 | 2025-03-11 | $299 | $308 | -$9 | -$9 |
| 6. VANGUARD TAX-MANAGED INTL FD | 2019-07-25 | 2025-03-11 | $308 | $250 | $58 | $58 |
| 4. VANGUARD INTL EQUITY INDEX FDS | 2025-02-14 | 2025-03-11 | $182 | $183 | -$1 | -$1 |
| 4. ISHARES S & P MIDCAP 400 | 2019-07-25 | 2025-04-21 | $217 | $158 | $59 | $59 |
| 1. ISHARES COHEN & STEERS REALTY MAJOR INDEX FUND | 2025-02-14 | 2025-04-21 | $59 | $62 | -$3 | -$3 |
| 2. ISHARES S & P SMALLCAP 600 | 2019-07-25 | 2025-04-21 | $190 | $158 | $32 | $32 |
| 5. VANGUARD TAX-MANAGED INTL FD | 2019-07-25 | 2025-04-21 | $254 | $208 | $46 | $46 |
| 2. VANGUARD INTL EQUITY INDEX FDS | 2024-07-19 | 2025-04-21 | $87 | $88 | -$1 | -$1 |
| 22. FIDELITY MERRIMACK STR TR | 2019-07-25 | 2025-04-23 | $996 | $1,086 | -$90 | -$90 |
| 1. INVESCO ACTIVELY MANAGED EXCHANGE-TRADED | 2025-02-14 | 2025-04-23 | $50 | $50 | ||
| 5. INVESCO ACTIVELY MANAGED EXCHANGE-TRADED | 2022-09-28 | 2025-04-23 | $250 | $247 | $3 | $3 |
| 3. ISHARES TR | 2025-02-14 | 2025-04-23 | $329 | $326 | $3 | $3 |
| 3. ISHARES TR | 2019-03-05 | 2025-04-23 | $329 | $324 | $5 | $5 |
| 33.00003 ISHARES TR | 2025-02-14 | 2025-04-23 | $17,948 | $20,130 | -$2,182 | -$2,182 |
| .99997 ISHARES TR | 2025-02-14 | 2025-04-23 | $544 | $613 | -$69 | -$69 |
| 2. ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2025-02-14 | 2025-04-23 | $215 | $216 | -$1 | -$1 |
| 31. ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2009-08-05 | 2025-04-23 | $3,327 | $3,177 | $150 | $150 |
| 8. ISHARES S & P MIDCAP 400 | 2024-07-19 | 2025-04-23 | $453 | $472 | -$19 | -$19 |
| 3. ISHARES S & P MIDCAP 400 | 2025-02-14 | 2025-04-23 | $170 | $193 | -$23 | -$23 |
| 11. ISHARES S & P MIDCAP 400 | 2019-07-25 | 2025-04-23 | $623 | $433 | $190 | $190 |
| 12. ISHARES COHEN & STEERS REALTY MAJOR INDEX FUND | 2025-02-14 | 2025-04-23 | $717 | $747 | -$30 | -$30 |
| 2. ISHARES S & P SMALLCAP 600 | 2024-08-09 | 2025-04-23 | $200 | $220 | -$20 | -$20 |
| 1. ISHARES S & P SMALLCAP 600 | 2025-02-14 | 2025-04-23 | $100 | $118 | -$18 | -$18 |
| 2. ISHARES S & P SMALLCAP 600 | 2019-07-25 | 2025-04-23 | $200 | $155 | $45 | $45 |
| 1. ISHARES TR | 2025-02-14 | 2025-04-23 | $78 | $80 | -$2 | -$2 |
| 7. ISHARES TR | 2020-05-06 | 2025-04-23 | $549 | $542 | $7 | $7 |
| 31. ISHARES TR | 2019-03-05 | 2025-04-23 | $3,664 | $3,691 | -$27 | -$27 |
| 2. ISHARES TR | 2025-02-14 | 2025-04-23 | $44 | $45 | -$1 | -$1 |
| 12. ISHARES TR | 2022-07-21 | 2025-04-23 | $265 | $268 | -$3 | -$3 |
| 97. SPDR SER TR | 2019-07-25 | 2025-04-23 | $2,902 | $2,931 | -$29 | -$29 |
| 11. VANGUARD TAX-MANAGED INTL FD | 2024-08-09 | 2025-04-23 | $571 | $536 | $35 | $35 |
| 7. VANGUARD TAX-MANAGED INTL FD | 2025-02-14 | 2025-04-23 | $363 | $362 | $1 | $1 |
| 25. VANGUARD TAX-MANAGED INTL FD | 2019-07-25 | 2025-04-23 | $1,297 | $1,028 | $269 | $269 |
| 34. VANGUARD INTL EQUITY INDEX FDS | 2024-07-19 | 2025-04-23 | $1,515 | $1,493 | $22 | $22 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,502 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $176 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $176 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $18 | 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 | Yes (true) | 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 | 3307647253 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| John Oberholtzer | ||||||
| 230 S Court St | Medina | OH | 44256 | Committee | 0 | $0 |
| Michael Thiele | ||||||
| 7568 Eagle Trace Drive | Westerville | OH | 43082 | Committee | 0 | $0 |
| Principal Buckeye Sr High School | ||||||
| 3084 Columbia Road | Medina | OH | 44256 | Committee | 0 | $0 |
| HUNTINGTON NATIONAL BANK | ||||||
| PO BOX 1558 DEPT EA5W86 | COLUMBUS | OH | 43216 | TRUSTEE | 1 | $4,755 |
| 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 | $10,608 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,657 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,264 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $194 | TotalTaxAmt |
| Distributable Before Adj | $1,070 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,070 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,070 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,085 | 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 | $50,085 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,070 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,378 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,026 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,221 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,883 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,839 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $124,347 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,085 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,070 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,015 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $172,362 | 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 | $33,378 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $138,984 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,026 | ExcessFromYear4Amt |
| Excess From Year3 | $23,221 | ExcessFromYear3Amt |
| Excess From Year2 | $19,883 | ExcessFromYear2Amt |
| Excess From Year1 | $28,839 | ExcessFromYear1Amt |
| Excess From Current Year | $48,015 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THIELE SCHOLARSHIP CO HUNTINGTON B | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307647253 | RecipientPhoneNum |
| Form And Info And Materials | BUCKEYE HIGH SCHOOL STANDARD SCHOLARSHIP FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICATION AVAILABLE UPON REQUEST | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF PITTSBURGH | |||||||
| 116 ATWOOD ST STE 201 | PITTSBURGH | PA | 152133402 | NONE | I | SCHOLARSHIPS | $500 |
| UNIVERSITY OF DAYTON | |||||||
| 300 COLLEGE PARK AVE | DAYTON | OH | 454691665 | NONE | I | SCHOLARSHIPS | $1,000 |
| OHIO STATE UNIVERSITY | |||||||
| 190 N OVAL MALL | COLUMBUS | OH | 43210 | NONE | I | SCHOLARSHIPS | $6,000 |
| KENT STATE UNIVERSITY | |||||||
| PO BOX 5190 | KENT | OH | 442420001 | NONE | I | SCHOLARSHIPS | $9,500 |
| OHIO UNIVERSITY | |||||||
| 1 OHIO UNIVERSITY | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIPS | $7,500 |
| ASHLAND UNIVERSITY | |||||||
| 401 COLLEGE AVE | ASHLAND | OH | 448053702 | NONE | I | SCHOLARSHIPS | $4,000 |
| BALDWIN WALLACE UNIVERSITY | |||||||
| 275 EASTLAND RD | BEREA | OH | 440172005 | NONE | I | SCHOLARSHIPS | $500 |
| CUYAHOGA COMMUNITY COLLEGE | |||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 44115 | NONE | I | SCHOLARSHIPS | $2,000 |
| LORAIN COUNTY COMMUNITY COLLEGE | |||||||
| 1005 N ABBE RD | ELYRIA | OH | 44035 | NONE | I | SCHOLARSHIPS | $1,000 |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | I | SCHOLARSHIPS | $2,000 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 S MAIN ST | ADA | OH | 458106000 | NONE | I | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF FINDLAY | |||||||
| 1000 N MAIN ST | FINDLAY | OH | 458403653 | NONE | I | SCHOLARSHIPS | $1,000 |
| BOWLING GREEN STATE UNIVERSITY | |||||||
| 110 MCFALL CENTER | BOWLING GREEN | OH | 43403 | NONE | I | SCHOLARSHIPS | $4,000 |
| UNIVERSITY OF TOLEDO | |||||||
| 2801 BANCROFT ST | TOLEDO | OH | 43606 | NONE | I | SCHOLARSHIPS | $1,000 |
| ILLINOIS WESLEYAN UNIVERSITY | |||||||
| 1312 PARK STREET | BLOOMINGTON | IL | 617022900 | NONE | I | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF NORTH CAROLINA WILMINGTON | |||||||
| 601 S COLLEGE RD 5990 | WILMINGTON | NC | 28403 | NONE | I | SCHOLARSHIPS | $500 |
| COASTAL CAROLINA UNIVERSITY | |||||||
| 100 CHANTICLEER DR E | CONWAY | SC | 29528 | NONE | I | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| 4202 EAST FOWLER AVENUE ALC 100 | TAMPA | FL | 336209951 | NONE | I | SCHOLARSHIPS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,500 | 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 | $853 | 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 | $15,502 | 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 | $16,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,355 | 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 | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm |
|---|
| 921943858 VANGUARD TAX-MANAGED |
| 78463X749 SPDR INDEX SHS FDS |
| 464287176 ISHARES TR |
| 316188309 FIDELITY MERRIMACK S |
| 464288513 ISHARES TR |
| 464287507 ISHARES TR |
| 464287804 ISHARES TR |
| 464287408 ISHARES TR |
| 46434V787 ISHARES TR |
| 922042858 VANGUARD INTL EQUITY |
| 464287242 ISHARES TR |
| 464287309 ISHARES TR |
| 464288661 ISHARES TR |
| 78464A474 SPDR SER TR |
| 46090A887 INVESCO ULTRA SHORT |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | DURING THE CURRENT YEAR THE FOUNDATION MADE THE DISTRIBUTIONS LISTED IN PART XIV IN COMPLETE TERMINATION IN ACCORDANCE TO THEIR TRUST DOCUMENT. THESE DISTRIBUTIONS DO CONSTITUTE A FINAL DISTRIBUTION OF THE FOUNDATION ASSETS. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NON-ALLOCABLE LEGAL FEES | CategoryTxt |
| Legal Fees | $657 | LegalFeesAmt |
| Disbursements Charitable Prps | $657 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $97 |
| RESERVE FOR FINAL YEAR TAXES | $50 |
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 | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $45 |
| RECOVERY OF GRANTS PAID | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1 | $1 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $88 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $176 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $0 | $0 |