GEORGE B AND VIRGINIA W PUGH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B AND VIRGINIA W PUGH FOUNDATION (EIN 43-6919149)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-05
- IRS object ID
- 202401269349100500
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-05T11:08:26-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882904487 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD PROFESSIONAL SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7255 W 98TH TER STE 100 | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 436919149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE B & VIRGINIA W PUGH FOUNDA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9138317999 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 SHAWNEE MISSION PARKWAY | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREAT PLAINS TRUST COMPANY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9138317999 | PhoneNum |
| Signature | 2024-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIFFANY | PersonFirstNm |
| Person Last | WINGO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL HOOD CPA | PreparerPersonNm |
| PTIN | P00579236 | PTIN |
| Phone | 9133781100 | PhoneNum |
| Preparation | 2024-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $294,936 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $265 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $265 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,778 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,518 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,518 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,561 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,280 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,052 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $228 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $855 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $95 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $323 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,823 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,557 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,631 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,394 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,503 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,503 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $212,237 | CorporateStockBOYAmt |
| Corporate Stock EOY | $208,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $287,644 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,288 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,288 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,789 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $8 | OtherAssetsBOYAmt |
| Other Assets EOY | $20 | OtherAssetsEOYAmt |
| Total Assets BOY | $219,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $294,936 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $175,462 | CapitalStockBOYAmt |
| Capital Stock EOY | $175,462 | CapitalStockEOYAmt |
| Retained Earning BOY | $44,465 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $219,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $214,370 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $219,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $214,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $219,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,557 | ExcessRevenueOverExpensesAmt |
| Subtotal | $214,370 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $214,370 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM CAPITAL GAIN DISTRIBUTIONS | P | $686 | $686 | $686 | |||
| BUFFALO INTERNATIONAL FUND | P | $1,461 | $896 | $896 | 2009-10-28 | 2023-12-12 | $565 |
| BUFFALO INTERNATIONAL FUND | P | $5 | $3 | $3 | 2009-12-18 | 2023-12-12 | $2 |
| BUFFALO INTERNATIONAL FUND | P | $165 | $98 | $98 | 2009-12-18 | 2023-12-12 | $67 |
| BUFFALO INTERNATIONAL FUND | P | $117 | $63 | $63 | 2010-12-20 | 2023-12-12 | $54 |
| BUFFALO INTERNATIONAL FUND | P | $136 | $81 | $81 | 2011-12-20 | 2023-12-12 | $55 |
| BUFFALO INTERNATIONAL FUND | P | $6 | $3 | $3 | 2011-12-20 | 2023-12-12 | $3 |
| GREAT PLAINS TRUST CO | P | $2,738 | -$312 | -$312 | $3,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,518 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $92 | SubtotalAmt |
| Tax Based On Investment Income | $92 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $92 | TaxDueAmt |
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 | Yes (true) | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREAT PLAINS TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9138317999 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 SHAWNEE MISSION PKWY | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREAT PLAINS TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 SHAWNEE MISSION PKWY | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,280 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $292,637 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,343 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $297,980 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $297,980 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $293,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,676 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92 | TotalTaxAmt |
| Distributable Before Adj | $14,584 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,584 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,584 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,823 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,823 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,584 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $5,524 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,524 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,823 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,823 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,761 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,761 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,763 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,763 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BOARD OF DIRECTORS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GREAT PLAINS TRUST COMPANY | AddressLine1Txt |
| Address Line2 | 7700 SHAWNEE MISSION PARKWAY | AddressLine2Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9138317999 | RecipientPhoneNum |
| Form And Info And Materials | NO REQUIRED FORMAT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE TO PROVIDE FUNDS FOR ALL NATURAL SCIENCES, INCLUDING, BUT NOT LIMITED TO, SPACE EXPLORATION, OCEANOGRAPHY AND COSMOLOGY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB | ||||||||
| 2105 OAK HILL AVE | YOUNGSTOWN | OH | 44507 | NONE | N/A | CHILD WELFARE | $1,000 | |
| BUTLER INSTITUTE OF AMERICAN ART | ||||||||
| 524 WICK AVENUE | YOUNGSTOWN | OH | 44410 | NONE | N/A | ARTS | $1,000 | |
| CANFIELD HISTORICAL SOCIETY | ||||||||
| 44 W MAIN ST | CANFIELD | OH | 44406 | NONE | N/A | HISTORICAL MUSEUM | $1,000 | |
| FRIENDS OF FELLOWS RIVERSIDE GARDEN | ||||||||
| 123 MCKINLEY AVENUE | YOUNGSTOWN | OH | 44509 | NONE | N/A | EDUCATION | $1,000 | |
| FRIENDS OF THE MAHONING RIVER | ||||||||
| PO BOX 125 | GIRARD | OH | 44420 | NONE | N/A | EDUCATION | $1,000 | |
| MAHONING VALLEY HISTORICAL SOCIETY | ||||||||
| 648 WICK AVENUE | YOUNGSTOWN | OH | 44502 | NONE | N/A | EDUCATION | $500 | |
| RESCUE MISSION | ||||||||
| 962 MARTIN LUTHER KING JR | YOUNGSTOWN | OH | 44510 | NONE | N/A | SOCIAL SERVICES | $1,000 | |
| ROTARY INTERNATIONAL | ||||||||
| ONE ROTARY CENTER | EVANSTON | IL | 60201 | NONE | N/A | MEDICAL | $2,000 | 1560 SHERMAN AVE |
| SALVATION ARMY OF MAHONING COUNTY | ||||||||
| 1501 GLENWOOD AVE | YOUNGSTOWN | OH | 44511 | NONE | N/A | SOCIAL SERVICES | $1,000 | |
| SMARTS | ||||||||
| 25 E BOARDMAN ST | YOUNGSTOWN | OH | 44503 | NONE | N/A | EDUCATION | $1,000 | FIRST FLOOR |
| WILLIAM CONTI MEMORIAL ORGAN FUND | ||||||||
| STAMBAUGH AUDITORIUM | YOUNGSTOWN | OH | 44504 | NONE | N/A | ARTS | $1,000 | 1000 5TH AVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $265 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,778 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,518 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,561 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,561 | TotalIncomeProducingActyAmt |
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 | O'FLYNN & BIHUNIAK CHARTERED | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $855 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $95 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | AMERADA HESS CORP | BondNm |
| EOY Book Value | $4,288 | EOYBookValueAmt |
| EOYFMV | $5,789 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BUFFALO LARGE CAP | $6,191 | $10,510 |
| BUFFALO FLEXIBLE INCOME FUND | $33,492 | $44,293 |
| BUFFALO INTERNATIONAL FUND | $11,440 | $15,512 |
| HESS CORP | $7,048 | $28,832 |
| CHEVRON CORP | $6,807 | $14,916 |
| PROCTER & GAMBLE CO | $5,154 | $14,654 |
| WALMART STORES INC | $4,934 | $15,765 |
| ADR SHELL PLC | $6,625 | $6,580 |
| ADR AMARIN CORP PLC | $13,696 | $1,740 |
| ADR GSK PLC | $3,279 | $2,965 |
| ADR HALEON PLC | $577 | $823 |
| APA CORP | $9,114 | $7,176 |
| AT&T INC | $5,384 | $3,356 |
| BAXTER INTL INC | $3,596 | $3,866 |
| CLOROX CO | $8,289 | $14,259 |
| CONAGRA FOODS | $6,045 | $5,732 |
| DOW INC | $5,124 | $5,484 |
| EXXON-MOBIL CORP | $8,418 | $9,998 |
| FORD MOTOR COMPANY | $1,222 | $1,219 |
| HT SINCLAIR | $7,705 | $11,114 |
| INTEL CORP | $6,363 | $10,050 |
| INTERNATIONAL FLAVORS & FRAGRANCES | $11,151 | $8,097 |
| KINDER MORGAN INC DEL | $8,836 | $8,820 |
| LIONS GATE ENTERTAINMENT CL A VTG | $2,539 | $1,090 |
| LIONS GATE ENTERTAINMENT CL B NON-VT | $2,451 | $1,019 |
| MERCK & CO INC NEW | $5,436 | $10,902 |
| PFIZER INC | $6,785 | $5,758 |
| SCHLUMBERGER LTD | $6,861 | $5,204 |
| WARNER BROS DISCOVERY | ||
| WASTE MANAGEMENT INC | $3,997 | $17,910 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME RECEIVABLE | Desc |
| BOY Book Value | $8 | BOYBookValueAmt |
| EOY Book Value | $20 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FOREIGN ADR FEES | $3 | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2022 990PF BALANCE DUE | $265 | |
| 2022 OHIO FILING FEE | $100 | |
| FOREIGN TAX WITHHELD ON DIVIDEND | $20 | $20 |