OSCAR & HILDEGARD THIELE SCHOLARSHIP FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OSCAR & HILDEGARD THIELE SCHOLARSHIP FUND (EIN 34-6854105)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202311319349103746
- Schema version
- 2022v5.0
- 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 | 2023-05-11T16:00:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS 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 | 2022-01-01 | 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 | 2023-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-04-10 | 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 | 2022 | 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 | $92,194 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,871 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,126 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,126 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,450 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,225 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,225 | 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 | $129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17 | 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 | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,242 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,575 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,242 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,803 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,884 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,547 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,079 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,079 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $82,990 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $89,115 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $87,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,194 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $87,537 | CapitalStockBOYAmt |
| Capital Stock EOY | $72,700 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $72,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $72,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,803 | ExcessRevenueOverExpensesAmt |
| Other Increases | $672 | OtherIncreasesAmt |
| Subtotal | $73,406 | SubtotalAmt |
| Other Decreases | $706 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $72,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 4. FIDELITY MERRIMACK STR TR | 2019-07-25 | 2022-01-07 | $209 | $205 | $4 | $4 |
| 5. INVESCO EXCHANGE-TRADED FD TR II | 2020-08-12 | 2022-01-07 | $74 | $74 | ||
| 2. ISHARES TR | 2019-03-05 | 2022-01-07 | $252 | $222 | $30 | $30 |
| 5. ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2009-08-05 | 2022-01-07 | $649 | $513 | $136 | $136 |
| 51. ISHARES TR | 2009-08-05 | 2022-01-07 | $4,088 | $661 | $3,427 | $3,427 |
| 26. ISHARES TR | 2020-08-12 | 2022-01-07 | $4,125 | $3,033 | $1,092 | $1,092 |
| 3. ISHARES S & P MIDCAP 400 | 2020-11-17 | 2022-01-07 | $836 | $644 | $192 | $192 |
| 4. ISHARES S & P SMALLCAP 600 | 2020-11-17 | 2022-01-07 | $454 | $335 | $119 | $119 |
| 3. ISHARES TR | 2020-05-06 | 2022-01-07 | $258 | $237 | $21 | $21 |
| 5. ISHARES TR | 2019-03-05 | 2022-01-07 | $636 | $606 | $30 | $30 |
| 4.00485 ISHARES TR | 2019-07-25 | 2022-01-07 | $98 | $102 | -$4 | -$4 |
| .99515 ISHARES TR | 2019-07-25 | 2022-01-07 | $24 | $25 | -$1 | -$1 |
| 16. SPDR INDEX SHS FDS | 2020-03-09 | 2022-01-07 | $880 | $743 | $137 | $137 |
| 26. SPDR SER TR | 2019-07-25 | 2022-01-07 | $801 | $802 | -$1 | -$1 |
| 27. VANGUARD TAX-MANAGED INTL FD | 2020-08-12 | 2022-01-07 | $1,377 | $1,139 | $238 | $238 |
| 7. VANGUARD INTL EQUITY INDEX FDS | 2019-03-05 | 2022-01-07 | $345 | $297 | $48 | $48 |
| 60. INVESCO EXCHANGE-TRADED FD TR II | 2020-08-12 | 2022-02-16 | $813 | $887 | -$74 | -$74 |
| 3. ISHARES TR | 2009-08-05 | 2022-02-16 | $224 | $39 | $185 | $185 |
| 2. ISHARES TR | 2020-08-12 | 2022-02-16 | $307 | $233 | $74 | $74 |
| 1. ISHARES S & P MIDCAP 400 | 2020-11-17 | 2022-02-16 | $268 | $215 | $53 | $53 |
| 10. ISHARES TR | 2020-05-06 | 2022-02-16 | $826 | $791 | $35 | $35 |
| 1. SPDR INDEX SHS FDS | 2020-03-09 | 2022-02-16 | $52 | $46 | $6 | $6 |
| 4. SPDR SER TR | 2019-07-25 | 2022-02-16 | $122 | $123 | -$1 | -$1 |
| 2. VANGUARD TAX-MANAGED INTL FD | 2020-08-12 | 2022-02-16 | $99 | $84 | $15 | $15 |
| 2. ISHARES TR | 2020-08-12 | 2022-03-16 | $301 | $233 | $68 | $68 |
| 6. SPDR INDEX SHS FDS | 2020-03-09 | 2022-03-16 | $309 | $279 | $30 | $30 |
| 26. VANGUARD TAX-MANAGED INTL FD | 2019-07-25 | 2022-03-16 | $1,211 | $1,085 | $126 | $126 |
| 14. VANGUARD INTL EQUITY INDEX FDS | 2019-03-05 | 2022-03-16 | $632 | $594 | $38 | $38 |
| 11. FIDELITY MERRIMACK STR TR | 2019-07-25 | 2022-07-11 | $513 | $576 | -$63 | -$63 |
| 4. INVESCO ULTRA SHORT DURATION ETF | 2022-02-16 | 2022-07-11 | $198 | $200 | -$2 | -$2 |
| 4. ISHARES TR | 2021-06-15 | 2022-07-11 | $454 | $511 | -$57 | -$57 |
| 8. ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2009-08-05 | 2022-07-11 | $885 | $821 | $64 | $64 |
| 4. ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2021-05-11 | 2022-07-11 | $442 | $523 | -$81 | -$81 |
| 57. ISHARES TR | 2009-08-05 | 2022-07-11 | $3,550 | $739 | $2,811 | $2,811 |
| 15. ISHARES TR | 2020-08-12 | 2022-07-11 | $2,073 | $1,914 | $159 | $159 |
| 11. ISHARES TR | 2009-08-05 | 2022-07-11 | $1,520 | $535 | $985 | $985 |
| 2. ISHARES S & P MIDCAP 400 | 2021-06-15 | 2022-07-11 | $458 | $544 | -$86 | -$86 |
| 5. ISHARES S & P SMALLCAP 600 | 2020-11-17 | 2022-07-11 | $462 | $510 | -$48 | -$48 |
| 4. ISHARES TR | 2021-03-17 | 2022-07-11 | $298 | $347 | -$49 | -$49 |
| 11. ISHARES TR | 2019-03-05 | 2022-07-11 | $1,310 | $1,381 | -$71 | -$71 |
| 23. ISHARES TR | 2019-07-25 | 2022-07-11 | $506 | $584 | -$78 | -$78 |
| 17. SPDR INDEX SHS FDS | 2021-03-17 | 2022-07-11 | $748 | $814 | -$66 | -$66 |
| 71. SPDR SER TR | 2019-07-25 | 2022-07-11 | $2,104 | $2,203 | -$99 | -$99 |
| 25. VANGUARD TAX-MANAGED INTL FD | 2021-06-15 | 2022-07-11 | $1,001 | $1,333 | -$332 | -$332 |
| 5. VANGUARD INTL EQUITY INDEX FDS | 2021-06-15 | 2022-07-11 | $202 | $273 | -$71 | -$71 |
| 32. ISHARES TR | 2009-08-05 | 2022-07-21 | $2,076 | $415 | $1,661 | $1,661 |
| 15. ISHARES TR | 2009-08-05 | 2022-07-21 | $2,098 | $730 | $1,368 | $1,368 |
| 2. ISHARES S & P MIDCAP 400 | 2019-07-25 | 2022-07-21 | $478 | $394 | $84 | $84 |
| 2. ISHARES S & P SMALLCAP 600 | 2020-11-17 | 2022-07-21 | $194 | $168 | $26 | $26 |
| 9. SPDR INDEX SHS FDS | 2021-03-17 | 2022-07-21 | $403 | $431 | -$28 | -$28 |
| 14. VANGUARD TAX-MANAGED INTL FD | 2021-06-15 | 2022-07-21 | $578 | $746 | -$168 | -$168 |
| 3. VANGUARD INTL EQUITY INDEX FDS | 2019-03-05 | 2022-07-21 | $123 | $151 | -$28 | -$28 |
| 4. FIDELITY MERRIMACK STR TR | 2021-05-11 | 2022-09-19 | $183 | $214 | -$31 | -$31 |
| 1. INVESCO ULTRA SHORT DURATION ETF | 2022-02-16 | 2022-09-19 | $49 | $50 | -$1 | -$1 |
| 2. ISHARES TR | 2021-06-15 | 2022-09-19 | $218 | $258 | -$40 | -$40 |
| .9999 ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2021-05-11 | 2022-09-19 | $107 | $132 | -$25 | -$25 |
| 1. ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2009-08-05 | 2022-09-19 | $107 | $103 | $4 | $4 |
| 3.0001 ISHARES GOLDMAN SACHS CORPORATE BOND FD | 2021-05-11 | 2022-09-19 | $321 | $397 | -$76 | -$76 |
| 24. ISHARES TR | 2009-08-05 | 2022-09-19 | $1,509 | $311 | $1,198 | $1,198 |
| 11. ISHARES TR | 2009-08-05 | 2022-09-19 | $1,542 | $535 | $1,007 | $1,007 |
| 1. ISHARES S & P MIDCAP 400 | 2019-07-25 | 2022-09-19 | $241 | $197 | $44 | $44 |
| 2. ISHARES S & P SMALLCAP 600 | 2020-11-17 | 2022-09-19 | $190 | $168 | $22 | $22 |
| 2. ISHARES TR | 2021-05-11 | 2022-09-19 | $149 | $178 | -$29 | -$29 |
| 5. ISHARES TR | 2021-05-11 | 2022-09-19 | $580 | $654 | -$74 | -$74 |
| 10. ISHARES TR | 2019-07-25 | 2022-09-19 | $217 | $257 | -$40 | -$40 |
| 7. SPDR INDEX SHS FDS | 2021-03-17 | 2022-09-19 | $298 | $335 | -$37 | -$37 |
| 30. SPDR SER TR | 2019-07-25 | 2022-09-19 | $882 | $944 | -$62 | -$62 |
| 10. VANGUARD TAX-MANAGED INTL FD | 2019-07-25 | 2022-09-19 | $395 | $521 | -$126 | -$126 |
| 2. VANGUARD INTL EQUITY INDEX FDS | 2019-03-05 | 2022-09-19 | $78 | $85 | -$7 | -$7 |
| 7. ISHARES TR | 2021-05-11 | 2022-09-28 | $741 | $897 | -$156 | -$156 |
| 2. ISHARES TR | 2019-03-05 | 2022-09-28 | $228 | $243 | -$15 | -$15 |
| 1. ISHARES TR | 2019-07-25 | 2022-09-28 | $21 | $26 | -$5 | -$5 |
| 20. SPDR INDEX SHS FDS | 2021-03-17 | 2022-09-28 | $772 | $958 | -$186 | -$186 |
| 30. SPDR SER TR | 2019-07-25 | 2022-09-28 | $877 | $929 | -$52 | -$52 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,871 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $193 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $193 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $170 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $170 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $23 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 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 | $4,450 |
| 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 | $104,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $112,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $112,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,547 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,547 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $193 | TotalTaxAmt |
| Distributable Before Adj | $5,354 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,354 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,354 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,575 | 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 | $28,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,067 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,094 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,378 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $145,688 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,221 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,909 | 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 | $20,067 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $148,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,123 | ExcessFromYear4Amt |
| Excess From Year3 | $46,094 | ExcessFromYear3Amt |
| Excess From Year2 | $33,378 | ExcessFromYear2Amt |
| Excess From Year1 | $19,026 | ExcessFromYear1Amt |
| Excess From Current Year | $23,221 | 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 (23 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 | $1,000 |
| 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 | $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 | $5,000 |
| ASHLAND UNIVERSITY | |||||||
| 401 COLLEGE AVE | ASHLAND | OH | 448053702 | NONE | I | SCHOLARSHIPS | $500 |
| BALDWIN WALLACE UNIVERSITY | |||||||
| 275 EASTLAND RD | BEREA | OH | 440172005 | NONE | I | SCHOLARSHIPS | $1,000 |
| HIRAM COLLEGE | |||||||
| PO BOX 1808 | HIRAM | OH | 442341808 | NONE | I | SCHOLARSHIPS | $500 |
| JOHN CARROLL UNIVERSITY | |||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HT | OH | 441184538 | NONE | I | SCHOLARSHIPS | $500 |
| 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 | $500 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 850173030 | NONE | I | SCHOLARSHIPS | $1,000 |
| BOB JONES UNIVERSITY | |||||||
| 1700 WADE HAMPTON BLVD | GREENVILLE | SC | 29614 | NONE | I | SCHOLARSHIPS | $500 |
| CUYAHOGA COMMUNITY COLLEGE | |||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 44115 | NONE | I | SCHOLARSHIPS | $3,000 |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | I | SCHOLARSHIPS | $1,000 |
| DUQUESNE UNIVERSITY | |||||||
| 600 FORBES AVE | PITTSBURGH | PA | 15282 | NONE | I | SCHOLARSHIPS | $500 |
| WEST POINT | |||||||
| 606 THAYER RD | WEST POINT | NY | 10996 | NONE | I | SCHOLARSHIPS | $500 |
| MIAMI UNIVERSITY | |||||||
| 501 E HIGH ST | OXFORD | OH | 45056 | NONE | I | SCHOLARSHIPS | $1,000 |
| OHIO STATE UNIVERSITY | |||||||
| 281 W LANE AVE | COLUMBUS | OH | 43210 | NONE | I | SCHOLARSHIPS | $2,500 |
| OHIO UNIVERSITY | |||||||
| 16W GREEN DR | ATHENS | OH | 45701 | NONE | I | SCHOLARSHIPS | $1,500 |
| THE COLLEGE OF WOOSTER | |||||||
| 1189 BEALL AVE | WOOSTER | OH | 44691 | NONE | I | SCHOLARSHIPS | $500 |
| THE UNIVERSITY OF AKRON | |||||||
| 302 E BUCHTEL AVE | AKRON | OH | 44325 | NONE | I | SCHOLARSHIPS | $1,000 |
| THE UNIVERSITY OF TOLEDO | |||||||
| 2801 BANCROFT ST | TOLEDO | OH | 43606 | NONE | I | SCHOLARSHIPS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | 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 | $2,255 | 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 | $13,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,126 | 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 | $6,263 | $6,044 |
| 78463X749 SPDR INDEX SHS FDS | $3,415 | $2,740 |
| 464287176 ISHARES TR | $1,907 | $1,703 |
| 316188309 FIDELITY MERRIMACK S | $2,845 | $2,521 |
| 464288513 ISHARES TR | $1,906 | $1,693 |
| 464287507 ISHARES TR | $2,891 | $3,386 |
| 464287804 ISHARES TR | $2,055 | $2,271 |
| 464287408 ISHARES TR | $10,038 | $21,180 |
| 46434V787 ISHARES TR | $2,862 | $2,536 |
| 922042858 VANGUARD INTL EQUITY | $1,190 | $1,091 |
| 464287242 ISHARES TR | $6,898 | $6,748 |
| 46138E511 INVESCO EXCHANGE-TRA | ||
| 464287309 ISHARES TR | $8,181 | $18,837 |
| 464288661 ISHARES TR | $7,025 | $6,664 |
| 78464A474 SPDR SER TR | $10,451 | $10,019 |
| 46090A887 INVESCO ULTRA SHORT | $1,694 | $1,682 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| WASH SALE ADJUSTMENT | $705 |
| ROUNDING | $1 |
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 | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $672 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $13 | $13 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $112 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $4 | $4 | $0 |