OSCAR & HILDEGARD THIELE SCHOLARSHIP FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OSCAR & HILDEGARD THIELE SCHOLARSHIP FUND (EIN 34-6854105)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202431279349102968
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T18:01:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3307647253 | PhoneNum |
| Signature | 2024-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2024-04-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $78,363 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,415 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,415 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,012 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,012 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $8,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,427 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,420 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,210 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,210 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $230 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14 | 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 | $5,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,510 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,989 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $69,621 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,682 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,374 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $72,700 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,363 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $72,700 | CapitalStockBOYAmt |
| Capital Stock EOY | $54,671 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $72,700 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $72,700 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $72,700 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,023 | ExcessRevenueOverExpensesAmt |
| Other Increases | $490 | OtherIncreasesAmt |
| Subtotal | $55,167 | SubtotalAmt |
| Other Decreases | $496 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,671 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 3. FIDELITY MERRIMACK STR TR | 2021-03-17 | 2023-01-12 | $139 | $160 | -$21 | -$21 |
| 2. INVESCO ULTRA SHORT DURATION ETF | 2022-02-16 | 2023-01-12 | $99 | $101 | -$2 | -$2 |
| 1. ISHARES TR | 2021-03-17 | 2023-01-12 | $109 | $126 | -$17 | -$17 |
| 2. ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2021-05-11 | 2023-01-12 | $221 | $255 | -$34 | -$34 |
| 34. ISHARES TR | 2009-08-05 | 2023-01-12 | $2,035 | $628 | $1,407 | $1,407 |
| 15. ISHARES TR | 2021-10-08 | 2023-01-12 | $2,295 | $2,245 | $50 | $50 |
| 1. ISHARES S & P MIDCAP 400 | 2019-07-25 | 2023-01-12 | $256 | $197 | $59 | $59 |
| 3. ISHARES S & P SMALLCAP 600 | 2020-11-17 | 2023-01-12 | $302 | $279 | $23 | $23 |
| 1. ISHARES TR | 2021-03-17 | 2023-01-12 | $77 | $88 | -$11 | -$11 |
| 2. ISHARES TR | 2019-03-05 | 2023-01-12 | $235 | $243 | -$8 | -$8 |
| 5. ISHARES TR | 2019-07-25 | 2023-01-12 | $110 | $128 | -$18 | -$18 |
| 7. SPDR INDEX SHS FDS | 2021-10-08 | 2023-01-12 | $304 | $363 | -$59 | -$59 |
| 14. SPDR SER TR | 2019-07-25 | 2023-01-12 | $413 | $433 | -$20 | -$20 |
| 16. VANGUARD TAX-MANAGED INTL FD | 2021-06-15 | 2023-01-12 | $715 | $808 | -$93 | -$93 |
| 3. VANGUARD INTL EQUITY INDEX FDS | 2019-03-05 | 2023-01-12 | $125 | $127 | -$2 | -$2 |
| 2. FIDELITY MERRIMACK STR TR | 2019-07-25 | 2023-04-11 | $92 | $105 | -$13 | -$13 |
| 16. INVESCO ULTRA SHORT DURATION ETF | 2022-02-16 | 2023-04-11 | $794 | $802 | -$8 | -$8 |
| 1. ISHARES TR | 2021-03-17 | 2023-04-11 | $110 | $126 | -$16 | -$16 |
| 5. ISHARES TR | 2022-02-04 | 2023-04-11 | $320 | $384 | -$64 | -$64 |
| 11. ISHARES TR | 2022-02-04 | 2023-04-11 | $1,672 | $1,708 | -$36 | -$36 |
| 1. ISHARES S & P MIDCAP 400 | 2022-02-04 | 2023-04-11 | $249 | $263 | -$14 | -$14 |
| 5. ISHARES S & P SMALLCAP 600 | 2020-11-17 | 2023-04-11 | $481 | $463 | $18 | $18 |
| 1. ISHARES TR | 2021-03-17 | 2023-04-11 | $75 | $88 | -$13 | -$13 |
| 4. ISHARES TR | 2019-07-25 | 2023-04-11 | $88 | $103 | -$15 | -$15 |
| 24. SPDR INDEX SHS FDS | 2021-10-08 | 2023-04-11 | $988 | $1,251 | -$263 | -$263 |
| 33. SPDR SER TR | 2019-07-25 | 2023-04-11 | $974 | $1,017 | -$43 | -$43 |
| 38. ISHARES TR | 2022-02-04 | 2023-07-13 | $2,690 | $2,796 | -$106 | -$106 |
| 16. ISHARES TR | 2009-08-05 | 2023-07-13 | $2,624 | $779 | $1,845 | $1,845 |
| 1. ISHARES S & P MIDCAP 400 | 2022-02-04 | 2023-07-13 | $269 | $263 | $6 | $6 |
| 2. ISHARES S & P SMALLCAP 600 | 2020-11-17 | 2023-07-13 | $204 | $168 | $36 | $36 |
| 5. SPDR INDEX SHS FDS | 2021-10-08 | 2023-07-13 | $212 | $259 | -$47 | -$47 |
| 18. VANGUARD TAX-MANAGED INTL FD | 2019-07-25 | 2023-07-13 | $852 | $887 | -$35 | -$35 |
| 5. VANGUARD INTL EQUITY INDEX FDS | 2019-03-05 | 2023-07-13 | $210 | $234 | -$24 | -$24 |
| 9. FIDELITY MERRIMACK STR TR | 2019-07-25 | 2023-08-08 | $404 | $462 | -$58 | -$58 |
| 1. INVESCO ULTRA SHORT DURATION ETF | 2023-07-13 | 2023-08-08 | $50 | $50 | ||
| 2. INVESCO ULTRA SHORT DURATION ETF | 2022-07-21 | 2023-08-08 | $99 | $99 | ||
| 3. ISHARES TR | 2021-03-17 | 2023-08-08 | $319 | $377 | -$58 | -$58 |
| 10. ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2021-05-11 | 2023-08-08 | $1,060 | $1,187 | -$127 | -$127 |
| 38. ISHARES TR | 2009-08-05 | 2023-08-08 | $2,689 | $1,131 | $1,558 | $1,558 |
| 16. ISHARES TR | 2009-08-05 | 2023-08-08 | $2,626 | $779 | $1,847 | $1,847 |
| 2. ISHARES S & P MIDCAP 400 | 2019-07-25 | 2023-08-08 | $534 | $394 | $140 | $140 |
| 2. ISHARES S & P SMALLCAP 600 | 2020-11-17 | 2023-08-08 | $206 | $168 | $38 | $38 |
| 4. ISHARES TR | 2021-03-17 | 2023-08-08 | $300 | $346 | -$46 | -$46 |
| 10. ISHARES TR | 2019-03-05 | 2023-08-08 | $1,151 | $1,222 | -$71 | -$71 |
| 18. ISHARES TR | 2019-07-25 | 2023-08-08 | $391 | $458 | -$67 | -$67 |
| 4. SPDR INDEX SHS FDS | 2021-10-08 | 2023-08-08 | $166 | $207 | -$41 | -$41 |
| 48. SPDR SER TR | 2019-07-25 | 2023-08-08 | $1,410 | $1,479 | -$69 | -$69 |
| 18. VANGUARD TAX-MANAGED INTL FD | 2019-07-25 | 2023-08-08 | $830 | $750 | $80 | $80 |
| 5. VANGUARD INTL EQUITY INDEX FDS | 2019-03-05 | 2023-08-08 | $206 | $212 | -$6 | -$6 |
| 1. INVESCO ULTRA SHORT DURATION ETF | 2022-09-28 | 2023-10-11 | $50 | $49 | $1 | $1 |
| 1. ISHARES TR | 2019-07-25 | 2023-10-11 | $21 | $26 | -$5 | -$5 |
| 36. SPDR SER TR | 2019-07-25 | 2023-10-11 | $1,053 | $1,115 | -$62 | -$62 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,012 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $86 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $193 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $193 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $107 | OverpaymentAmt |
| Applied To ES Tax | $88 | AppliedToESTaxAmt |
| Refund | $19 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 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 | $4,420 |
| 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 | $78,070 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,469 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86 | TotalTaxAmt |
| Distributable Before Adj | $4,127 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,127 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,127 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,010 | 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 | $24,010 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,127 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,123 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,094 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,378 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,026 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,221 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $148,842 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,127 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,883 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,725 | 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 | $27,123 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $141,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,094 | ExcessFromYear4Amt |
| Excess From Year3 | $33,378 | ExcessFromYear3Amt |
| Excess From Year2 | $19,026 | ExcessFromYear2Amt |
| Excess From Year1 | $23,221 | ExcessFromYear1Amt |
| Excess From Current Year | $19,883 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CUYAHOGA COMMUNITY COLLEGE | |||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 44115 | NONE | I | SCHOLARSHIPS | $500 |
| OHIO UNIVERSITY | |||||||
| 16W GREEN DR | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIPS | $4,000 |
| UNIVERSITY OF CINCINNATI | |||||||
| 2600 CLIFTON AVE | CINCINNATI | OH | 45221 | NONE | I | SCHOLARSHIPS | $500 |
| THE UNIVERSITY OF TOLEDO | |||||||
| 2801 BANCROFT ST | TOLEDO | OH | 43606 | NONE | I | SCHOLARSHIPS | $500 |
| HOCKING COLLEGE | |||||||
| 3301 HOCKING PKWY | NELSONVILLE | OH | 45674 | NONE | I | SCHOLARSHIPS | $500 |
| BOWLING GREEN STATE UNIVERSITY | |||||||
| 110 MCFALL CENTER | BOWLING GREEN | OH | 43403 | NONE | I | SCHOLARSHIPS | $500 |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | I | SCHOLARSHIP | $1,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | MI | 85017 | NONE | I | SCHOLARSHIPS | $500 |
| OHIO STATE UNIVERSITY | |||||||
| 500 MARKET ST STE 512 | STEUBENVILLE | OH | 439522847 | NONE | I | SCHOLARSHIPS | $3,500 |
| OHIO WESLEYAN UNIVERSITY | |||||||
| 61 S SANDUSKY ST | DELAWARE | OH | 430152333 | NONE | I | SCHOLARSHIPS | $500 |
| KENT STATE UNIVERSITY | |||||||
| PO BOX 5190 | KENT | OH | 442420001 | NONE | I | SCHOLARSHIPS | $1,000 |
| MIAMI UNIVERSITY | |||||||
| 501 E HIGH ST | OXFORD | OH | 450561846 | NONE | I | SCHOLARSHIPS | $1,000 |
| ASHLAND UNIVERSITY | |||||||
| 401 COLLEGE AVE | ASHLAND | OH | 448053702 | NONE | I | SCHOLARSHIPS | $500 |
| COLLEGE OF WOOSTER | |||||||
| 1101 N BEVER STREET | WOOSTER | OH | 446910000 | NONE | I | SCHOLARSHIPS | $1,000 |
| MALONE UNIVERSITY | |||||||
| 2600 CLEVELAND AVE NW | CANTON | OH | 447093308 | NONE | I | SCHOLARSHIPS | $500 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 SOUTH MAIN STREET | ADA | OH | 458106000 | NONE | I | SCHOLARSHIPS | $1,000 |
| THE UNIVERSITY OF AKRON | |||||||
| 302 E BUCHTEL AVE | AKRON | OH | 44325 | NONE | I | SCHOLARSHIPS | $1,500 |
| TRINE UNIVERSITY | |||||||
| 1 UNIVERSITY AVE | ANGOLA | IN | 46703 | NONE | I | SCHOLARSHIPS | $500 |
| PENNWEST CLARION | |||||||
| 840 WOOD ST | CLARION | PA | 16214 | NONE | PC | GENERAL OPERATING | $500 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 900890012 | NONE | I | SCHOLARSHIPS | $500 |
| WASHINGTON & JEFFERSON COLLEGE | |||||||
| 60 S LINCOLN ST | WASHINGTON | PA | 153014801 | NONE | I | SCHOLARSHIPS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,500 | 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 | $2,415 | 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 | $6,012 | 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 | $8,427 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,427 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 921943858 VANGUARD TAX-MANAGED | $4,001 | $4,598 |
| 78463X749 SPDR INDEX SHS FDS | $1,336 | $1,180 |
| 464287176 ISHARES TR | $1,763 | $1,612 |
| 316188309 FIDELITY MERRIMACK S | $2,630 | $2,394 |
| 464288513 ISHARES TR | $1,732 | $1,625 |
| 464287507 ISHARES TR | $1,773 | $2,494 |
| 464287804 ISHARES TR | $977 | $1,299 |
| 464287408 ISHARES TR | $4,529 | $15,302 |
| 46434V787 ISHARES TR | $2,611 | $2,400 |
| 922042858 VANGUARD INTL EQUITY | $1,106 | $1,110 |
| 464287242 ISHARES TR | $7,602 | $7,857 |
| 46138E511 INVESCO EXCHANGE-TRA | ||
| 464287309 ISHARES TR | $3,244 | $15,546 |
| 464288661 ISHARES TR | $7,712 | $7,496 |
| 78464A474 SPDR SER TR | $7,923 | $7,713 |
| 46090A887 INVESCO ULTRA SHORT | $743 | $748 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROC ON CY SALES | Desc |
| Amt | $496 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING/TAX PAYMENT | Desc |
| Revenue And Expenses Per Books | $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 | $489 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8 | $8 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $23 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $193 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |