MARY AND DR GEORGE L DEMETROS CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARY AND DR GEORGE L DEMETROS CHARITABLE TRUST (EIN 35-2168489)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349102080
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T08:22:16-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341108723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brouse McDowell | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 388 S MAIN ST | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | 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 | 352168489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mary and Dr George L Demetros Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 6143319473 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK by Donald | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6143319473 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HUNTINGTON NATIONAL | PersonFirstNm |
| Person Last | Donald M Miksch | PersonLastNm |
| 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 | Richard F Battagline | PreparerPersonNm |
| PTIN | P01464062 | PTIN |
| Phone | 3305355711 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $7,108,603 | 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 |
| Dividends Rev And Expnss | $147,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $202,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $999,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $202,398 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $349,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $349,805 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,363 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,182 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,181 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,280 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,140 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,140 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,031 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,205 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $815 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,627 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,236 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $380,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,627 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,536 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,184 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,178 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $665,857 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $215,833 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $215,833 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,488,796 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,663,036 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,587,232 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,639,086 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,879,469 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,872,304 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $971,802 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $976,019 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,433,234 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,765,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,734,357 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,108,603 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,765,541 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,734,357 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,765,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,734,357 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,765,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,734,357 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,765,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,184 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,734,357 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,734,357 | 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 |
| Gross Sales Price | $999,778 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $797,380 | CostOrOtherBasisAmt |
| Gain Or Loss | $202,398 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $202,398 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $202,398 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,325 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,325 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,522 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,522 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,522 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,197 | OverpaymentAmt |
| Applied To ES Tax | $1,197 | AppliedToESTaxAmt |
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 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6143319473 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HUNTINGTON BANK | ||||||||
| PO BOX 1558 DEPT EA4E86 | COLUMBUS | OH | 43216 | Trustee | 10.00 | $56,389 | $0 | $0 |
| Philip A Lloyd | ||||||||
| PO BOX 1227 | BATH | OH | 44210 | Trust Advisor | 1.00 | $4,658 | $0 | $0 |
| Michael A Sweeney | ||||||||
| 388 S Main St Ste 500 | Akron | OH | 44311 | Trust Advisor | 1.00 | $4,658 | $0 | $0 |
| Richard H Harris | ||||||||
| 388 S Main St Ste 500 | Akron | OH | 44311 | Trust Advisor | 1.00 | $4,658 | $0 | $0 |
| 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,340,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $519,890 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,860,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,860,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,911 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,757,846 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $337,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $337,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,325 | TotalTaxAmt |
| Distributable Before Adj | $333,567 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $333,567 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $333,567 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,536 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $338,536 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $333,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $293,124 | UndistributedIncomePYAmt |
| 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 | $338,536 | QualifyingDistributionsAmt |
| Applied To Year1 | $293,124 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,412 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $288,155 | UndistributedIncomeCYAmt |
| 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 | DONALD M MIKSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 S MAIN ST 5TH FLOOR | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307647263 | RecipientPhoneNum |
| Form And Info And Materials | No set form. Applicants need to supply 1. Purpose or need for the project. 2 total cost of project. 3. members of governing body. 4. IRS exemption letter. 5. Most recent Financial Statement | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | Primary focus of Demetros Charitable Trust is to provide funding for the care & feeding of the hungry and homeless, expecially children of Summit County, Ohio and for cultural activities with special emphasis on music. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Akron Art Museum | ||||||
| One South High | Akron | OH | 44308 | public charity | support upcomingexhib in 2023 | $20,000 |
| Musical Arts Association | ||||||
| 11001 Euclid Avenue | Cleveland | OH | 44106 | publiccharity | 2023 Blossum Music Festival | $28,000 |
| Greater Akron Musical Association | ||||||
| 92 N Main St | Akron | OH | 44308 | publiccharity | SUPPORT AKRON YOUTHORCHESTRAS CARNEGIE HALL LINKUP PROGRAM, CONCERT FOR KIDS SERIES | $30,000 |
| Tuesday Musical Association | ||||||
| One South Main St Ste 301 | Akron | OH | 44308 | publiccharity | education & outreachprogram for areastudents for 2023-2024 | $13,000 |
| Access Inc | ||||||
| 230 W Market St | Akron | OH | 44303 | publiccharity | SUPPORT LOTUS BLOSSOM PRGRMGENERAL OPERATING EXPENSES FORWOMEN AND CHILDREN IN CRISIS | $20,000 |
| Goodwill Industries of Akron | ||||||
| 570 E Waterloo Rd | Akron | OH | 44319 | public charity | GENERAL OPERATINGSUPPORT OF MISSION SERVICES | $7,000 |
| Salvation Army | ||||||
| 190 South Maple St | Akron | OH | 44302 | publiccharity | FEEDING PROGRAMS DESIGNEDTO ALLEVIATE HUNGER, REDUCEFOOD INSECURITY TO FAMLIES IN CRISIS | $0 |
| Stan Hywet Hall & Gardens | ||||||
| 714 N Portage Path | Akron | OH | 44303 | publiccharity | SUPPORT FOR 130k GUIDEDAND SELF GUIDED BOURSAND PROGRAMS | $5,300 |
| UNIVERSITY OF AKRON FOUNDATION | ||||||
| THE UNIVERSITY OF AKRON | AKRON | OH | 44325 | PUBLICCHARITY | Mary Demetrosmemorial scholarshipfund | $35,000 |
| EMBRACING FUTURES INC | ||||||
| 50 SOUTH MAIN ST SUITE LL 100 | AKRON | OH | 44308 | PUBLICCHARITY | Treatment of one childin orthodonticcare program | $6,000 |
| BATTERED WOMEN'S SHELTER | ||||||
| 974 EAST MARKET ST | AKRON | OH | 44305 | publiccharity | support operating exp for specializedprotective shelter/wrap aroundsvs victims domestic violence | $12,500 |
| AMERICAN NATIONAL RED CROSS | ||||||
| 501 W MARKET ST | AKRON | OH | 44303 | publiccharity | DISASTER CYCLE SERVICES IN THEGREATER AKRON AND SUMMITCOUNTY REGION | $5,000 |
| UNITED DISABILITY SERVICES INC | ||||||
| 701 S MAIN ST | AKRON | OH | 44311 | PUBLICCHARITY | FUND OPERATIONS & TOYREPLACEMENT FOR TOY & RESOURCE CENTER ON S. MAIN ST. AKRON | $5,000 |
| FAMILY PROMISE OF SUMMIT COUNTY INC | ||||||
| 111 E VORIS ST | AKRON | OH | 44311 | PUBLICCHARITY | RENOVATION OF THE BATHROOM ANDKITCHEN OF THE SECOND HOMEDURING SECOND YEAR OF SURVIVE | $3,000 |
| HAVEN OF REST MINISTRIES INC | ||||||
| 175 E MARKET ST | AKRON | OH | 44308 | PUBLICCHARITY | MEN & WOMEN'S DORM RESIDENTIALPGRM PROVIDE BASIC NEEDS OF FOOD,SHELTER, CLOTHING & CARE FOR HOMELESS | $10,000 |
| COMMUNITY HALL FOUNDATION INC | ||||||
| 182 SMAIN ST | AKRON | OH | 44308 | PUBLICCHARITY | FY 2024 NON COMMERCIAL COMMUNITYBASED PROGRAMMING & ALL-ACCESS PROGRAM | $5,000 |
| Victim Assistance Program Inc | ||||||
| 137 S Main St300 | Akron | OH | 44308 | publiccharity | To provide critical emergencyneeds for families victimizedin summit county | $4,000 |
| Art Resources Transformations | ||||||
| 538 Woodside Dr | Akron | OH | 44303 | publiccharity | Curated storefront transformvacant city Akron storefrontsthru installation of artwork | $5,000 |
| Children's Concert Society of Akron | ||||||
| EJ THOMAS HALL UNIV OF AKRON | AKRON | OH | 44325 | publiccharity | Concert Hall Series, in school concert seriesscholastic composers contest for 2022-23 | $5,000 |
| Groundworks Dance Theatre of Akron | ||||||
| 13125 SHAKER SQUARE STE 102 | CLEVELAND | OH | 44120 | publiccharity | Programming thru collaboration w/U of Akron, Downtown PartnershipSummit Artspace | $6,000 |
| Grace House Akron Inc | ||||||
| Grace House Christian Church | Akron | OH | 44310 | publiccharity | SUPPORT CAREGIVING, BASIC NEEDS,A SAFE AND LOVING ENVIRONMENT INWHICH TO DIE WITH DIGNITY | $5,000 |
| Family & Community Services Inc | ||||||
| 705 Oakwood St Suite 221 | Ravenna | OH | 44266 | publiccharity | Provide home delivered meals &supplements to low incomeelderly & disabled of Summit cnty | $15,000 |
| Artsparks Arts | ||||||
| 450 Portgage Trail | Akron | OH | 44223 | publiccharity | Dynamite Duos PROJECT FOR THE AKRON PUBLIC SCHOOL FORTHE 2023-2024 SCHOOL YEAR | $4,000 |
| Akron Zoological Park | ||||||
| 500 EDGEWOOD AVENUE | AKRON | OH | 44307 | publiccharity | TO PROVIDE EXPERIENTIALEDUCATION PROGRAMING TO 2500 STUDENTS | $3,000 |
| CUYAHOGA VALLEY YOUTH BALLET | ||||||
| DBA BALLET EXCEL OHIO | CUYAHOGA FALLS | OH | 44223 | publiccharity | REACHOT AND DANCE (ROAD) IN THE SCHOOLS & SCHOLARSHIP PROGRAMFOR THE 2022-23 SCHOOL YEAR | $2,000 |
| GOOD SAMARITAN HUNGER CENTER | ||||||
| PO BOX 5753 | AKRON | OH | 44372 | PUBLICCHARITY | KID'S BAGS TO CHILDREN IN AKRONPUBLIC & PAROCHIAL SCHOOLS CONSISTINGOF 2 BREAKFASTS, 2 LUNCHES & SNACKS | $2,000 |
| HUMILITY OF MARY HOUSING | ||||||
| 2251 FRONT ST 210 | CUYAHOGA FALLS | OH | 44221 | PUBLICCHARITY | YOUTH SERVICE PROGRAMS FOR FAMILIES TRANSITIONING FROM HOMELESSNESSIN SUMMIT CNTY THRU HM LIFE OPPORTUNITY SVS | $3,000 |
| AKRON CANTON REGIONAL FOODBANK | ||||||
| 350 OPPORTUNITY PARKWAY | AKRON | OH | 44307 | PUBLICCHARITY | GENERAL OPERATING GRANT TO HELP PROVIDE ENOUGH FOODFOR MEALS FOR OUR NEIGHBORS IN NEED | $15,000 |
| COMMUNITY OUTREACH RESOURCES | ||||||
| 2900 STATE ROAD UNIT 3 | CUYAHOGA FALLS | OH | 44223 | PUBLICCHARITY | SUPPORT VOLUNTEER LED/MANAGED OPERATIONS TO CONTINUE DONATIONSOF MAJOR FURNITURE ITEMS TO NEEDY FAMILIES | $0 |
| FOREVER R CHILDREN | ||||||
| 1900 10TH ST | AKRON | OH | 44314 | PUBLICCHARITY | PURCHASE NUTRITIONAL FOODTO BE DISTRIBUTED TO POVERTYSTRICKEN FAMILIES IN SUMMIT CNTY | $2,000 |
| GREAT TRAIL COUNCIL BSA | ||||||
| 4500 HUDSON DR | STOW | OH | 44224 | PUBLICCHARITY | SUPPORT OF PATHFINDER SCOUTING INITIATIVE THROUGHOUTGREATER AKRON FOR 2022 | $3,000 |
| OPPORTUNITY PARISH ECUMENICAL | ||||||
| 941 PRINCETON ST | AKRON | OH | 44311 | PUBLICCHARITY | SUPPORT OF GENERAL OPERATIONSDURING FISCAL YEAR RUNNING 10/1/2023 THRU 9/30/2024 | $7,500 |
| SOUTH STREET MINISTRIES INC | ||||||
| 130 W SOUTH ST | AKRON | OH | 44311 | PUBLICCHARITY | SUPPORT CELEBRATE & ILLUMINATESYSTEMIC THEME OF YOUTHPROGRAMMING FOR 2024 | $2,000 |
| APOLLO'S FIRE | ||||||
| 3091 MAYFIELD RD 217 | CLEVELAND HEIGHTS | OH | 44118 | PUBLICCHARITY | 2023-2024 CONCRT SEASON,COMMUNITY ACCESS INITIATIVE &EDUC OUTREACH IN SUMMIT CNTY | $5,000 |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||
| 10825 EAST BLVD | CLEVELAND | OH | 44106 | PUBLICCHARITY | SUPPORT PLACE BASED ED.EXPERIENCES AT HALE FARM& VILLAGE | $2,000 |
| BOYS & GIRLS CLUBS OF NE OHIO | ||||||
| 1701 CASTLE AVE | CLEVELAND | OH | 44113 | PUBLICCHARITY | SUPPORT HEALTHY LIFESTYLESPROGRAMMING FOR UNDER RESOURCEDKIDS AND TEENS AT THE AKRON CLUBS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,300 | 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 | $147,407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $202,398 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $349,805 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $349,805 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| Gross Sales Price | $999,778 | GrossSalesPriceAmt |
| Basis | $797,380 | BasisAmt |
| Total Net | $202,398 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (24 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC 3.25% 02/23/2026 | $49,175 | $48,755 |
| APPLIED MATERIALS INC 3.9% 10/01/2025 | $50,134 | $49,300 |
| BB&T CORP SERIES DMTN 2.85% 10/26/2024 | $50,012 | $48,953 |
| BLACKROCK INC 3.5% 03/18/2024 | $50,194 | $49,765 |
| CATERPILLAR FINL SVCS CORP SERIES MTN 3.25% 12/01/2024 | $50,225 | $49,146 |
| JOHN DEERE CAPITAL CORP SERIES MTN 3.45% 03/13/2025 | $49,297 | $49,239 |
| EMERSON ELECTRIC CO 3.15% 06/01/2025 | $49,284 | $48,862 |
| ESTEE LAUDER CO 4.375% 05/15/2028 | $98,168 | $99,584 |
| META PLATFORMS INC 3.5% 08/15/2027-2027 | $95,623 | $97,285 |
| META PLATFORMS INC 4.6% 05/15/2028-2028 | $98,698 | $101,450 |
| HONEYWELL INTERNATIONAL INC 4.95% 02/15/2028-2028 | $101,090 | $102,883 |
| MORGAN STANLEY SERIES 10YR 3.625% 01/20/2027 | $73,112 | $72,735 |
| NVIDIA CORP 3.2% 09/16/2026 | $73,880 | $72,922 |
| LINDE INC/CT 3.2% 01/30/2026 | $73,440 | $72,973 |
| PRECISION CASTPARTS CORP 3.25% 06/15/2025 | $49,156 | $48,963 |
| ROCKWELL AUTOMATION INC 2.875% 03/01/2025-2024 | $49,261 | $48,804 |
| ROSS STORES INC 3.375% 09/15/2024 | $101,239 | $98,326 |
| ROYAL BANK OF CANADA SERIES GMTN 4.9% 01/12/2028 | $98,541 | $100,847 |
| SCHWAB CORP 3.45% 02/13/2026 | $49,175 | $48,551 |
| TORONTO-DOMINION BANK SERIES MTN 4.693% 09/15/2027 | $74,310 | $74,945 |
| US TREASURY N/B 2.375% | $97,417 | $96,094 |
| US TREASURY N/B 2.75% 05/15/2025 | $149,607 | $146,414 |
| US TREASURY N/B 2.5% 05/31/2024 | $149,525 | $148,289 |
| US TREASURY 3.125% 08/31/2027 | $98,906 | $97,219 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET 980 SHS | $28,092 | $136,896 |
| AMAZON 660 SHS | $49,542 | $100,280 |
| AMERICAN TOWER CORP 251 SHS | $52,927 | $54,186 |
| AMERICAN WATER WORKS CO INC 805 SHS | $63,605 | $106,252 |
| AMPHENOL CORP CL A 651 SHS | $16,080 | $64,534 |
| APPLE INC 1142 SHS | $11,721 | $219,869 |
| ATMOS ENERGY CORP W/1 RT/SH | $45,340 | $45,433 |
| BERKSHIRE HATHAWAY INC CL B 275 SHS | $50,802 | $98,082 |
| CHEVRON CORP 338 SHS | $27,359 | $50,416 |
| CONSTELLATION BRANDS INC 141 SHS CL A | $33,966 | $34,087 |
| COSTCO WHOLESALE CORP 350 SHS | $43,305 | $231,028 |
| DANAHER CORP 374 SHS | $11,845 | $86,521 |
| DISNEY CO 395 SHS | $37,015 | $35,665 |
| EOG RESOURCES INC 126 SHS | $17,514 | $15,240 |
| ECOLAB INC W/1 RT PER SH 442 SHS | $26,281 | $87,670 |
| EDWARDS LIFESCIENCES CORP 754 SHS | $34,558 | $57,492 |
| EXXON MOBILE CORP 719 SHS | $84,837 | $71,886 |
| FISERV 810 SHS | $10,222 | $21,919 |
| HOME DEPOT INC 150 SHS | $29,334 | $51,983 |
| HONEWELL 269 SHS | $25,058 | $56,412 |
| ILLINOIS TOOL WORKS 272 SHS | $50,999 | $71,248 |
| INTUIT INC 93 SHS | $9,541 | $58,128 |
| INTUITIVE SURGICAL 210 SHS | $52,566 | $70,846 |
| JP MORGAN CHASE 730 SHS | $50,379 | $124,173 |
| ELI LILLY & CO 77 SHS W/1 RT/SH | $23,785 | $44,885 |
| LOCKHEED MARTIN CORP 47 SHS | $20,579 | $21,302 |
| M & T BANK CORP 217 SHS | $27,606 | $29,746 |
| MCDONALDS CORP 110 SHS | $27,424 | $32,617 |
| MICROSOFT CORP 800 SHS | $75,350 | $300,832 |
| NEXTERA ENERGY 1,022 SHS | $67,988 | $62,076 |
| NORTHROP GRUMMAN CORP 59 SHS W/1 RT/SH | $27,113 | $27,620 |
| NVIDIA CORP 365 SHS | $49,448 | $180,755 |
| O'REILLY AUTOMOTIVE INC 70 SHS | $22,799 | $66,506 |
| PNC FINANCIAL SERVICES 165 SHS | $46,847 | $46,920 |
| PARKER HANNIFIN CORP 165 SHS | $43,572 | $76,016 |
| PEPSICO INC 165 SHS | $27,152 | $28,024 |
| PROCTER & GAMBLE 234 SHS | $34,042 | $34,290 |
| SYNOPSYS INC W/1 RT/SH | $42,770 | $48,916 |
| TJX COMPANIES INC 442 SHS | $39,627 | $41,464 |
| THERMO FISHER SCIENTIFIC INC 146 SHS | $10,454 | $77,495 |
| UNITEDHEALTH GROUP 343 SHS | $55,581 | $180,579 |
| VISA INC CL A 521 SHS | $31,430 | $135,642 |
| ZOETIS INC 208 SHS | $41,158 | $41,053 |
| ACCENTURE PLC CL A 301 SHS | $30,611 | $105,624 |
| LINDE PLC 133 SHS | $54,812 | $54,624 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL MID-CAP ETF 4763 SHS | $162,008 | $370,228 |
| ISHARES CORE S&PSMALL-CAP ETF 2600 SHS | $135,477 | $281,450 |
| SPDR S&P DIVIDEND FUND 2780 SHS | $248,014 | $347,417 |
| VANGUARD FTSE DEVELOPED MARKETS ETF 6026 SHS | $273,358 | $288,645 |
| VANGUARD FTSE EMERGING MARKETS ETF 3540 SHS | $157,162 | $145,494 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROUSE MCDOWELL PREP OF 2022 990-PF | CategoryTxt |
| Legal Fees | $4,280 | LegalFeesAmt |
| Net Investment Income | $2,140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,140 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PHILANTROPHY OHIO - ANNUAL MEMBERSHIP RENEWAL | ||
| COUNCIL ON FOUNDATIONS - ANNUAL MEMBERSHIP FEE | ||
| EXPONENT PHILANTHROPY MEMBERSHIP FEE | $815 | $815 |
| Assoc. of Small Foundations fee | ||
| Dir. & Off. Liability Ins. premium | ||
| Membership renewal-OH Grntmkrs Forum | ||
| The Chronicle of Philanthropy | ||
| ADM EXP PD TO PORTAGE COUNTRY CLUB MEMBER |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HUNTINGTON BNK TAX PREPARATION FEE | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Treasurer of State of Ohio | $200 | $200 |
| Foreign taxes | $1,005 | $1,005 |
| Federal Taxes | $3,826 |