MARGARET E BAKER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET E BAKER FOUNDATION (EIN 31-6665686)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321319349105152
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T16:00:30-05:00 | 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 | 316665686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER MARGARET E FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAKE | BusinessNameControlTxt |
| Phone | 6143319547 | 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 | 6143319547 | PhoneNum |
| Signature | 2023-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-04-25 | 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 | $2,742,674 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $48,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,566 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,911 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $914,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,911 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $149,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,477 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,458 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,229 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,229 | 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 | $6,736 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | 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 | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,679 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,259 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,259 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $241,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $222,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,681 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,983 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,983 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,491,049 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,411,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,679,691 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,556,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,474,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,742,674 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,556,730 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,474,422 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,556,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,474,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,556,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,474,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,556,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,937 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,629 | OtherIncreasesAmt |
| Subtotal | $2,474,422 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,474,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 250. ADVANCED MICRO DEVICES INC W/1 | 2022-02-02 | $31,655 | $13,002 | $18,653 | $18,653 | ||
| 215. AMERICAN EXPRESS COMPANY | 2022-02-02 | $39,042 | $20,601 | $18,441 | $18,441 | 2018-12-20 | |
| 40. BLACKROCK INC | 2022-02-02 | $32,846 | $18,186 | $14,660 | $14,660 | 2020-04-13 | |
| 1957.64 FEDERATED HERMES EQUITY FDS | 2022-02-02 | $99,644 | $110,000 | -$10,356 | -$10,356 | 2020-11-19 | |
| 150. NVIDIA CORP | 2022-02-02 | $38,225 | $7,885 | $30,340 | $30,340 | 2019-11-21 | |
| 1235. INVESCO EXCHANGE-TRADED FD TR II | 2022-05-16 | $15,067 | $18,377 | -$3,310 | -$3,310 | 2020-08-14 | |
| 55. ISHARES MSCI EAFE INDEX FUND | 2022-05-16 | $3,678 | $3,334 | $344 | $344 | 2014-10-17 | |
| 125. ADVANCED MICRO DEVICES INC W/1 | 2022-07-18 | $10,331 | $7,123 | $3,208 | $3,208 | 2020-07-13 | |
| 390. CAPITAL ONE FINANCIAL CORP W/1 | 2022-07-18 | $43,116 | $34,619 | $8,497 | $8,497 | 2017-01-10 | |
| 320. DOW INC | 2022-07-18 | $16,269 | $20,122 | -$3,853 | -$3,853 | 2021-03-15 | |
| 150. HILTON WORLDWIDE HLDGS INC | 2022-07-18 | $17,892 | $21,486 | -$3,594 | -$3,594 | 2021-11-15 | |
| 120. HOME DEPOT INC. | 2022-07-18 | $35,418 | $25,230 | $10,188 | $10,188 | 2020-03-09 | |
| 200. ILLINOIS TOOL WORKS INC COM | 2022-07-18 | $36,383 | $10,173 | $26,210 | $26,210 | 2010-04-21 | |
| 105. INTUITIVE SURGICAL INC | 2022-07-18 | $22,135 | $17,235 | $4,900 | $4,900 | 2020-04-13 | |
| 2055.5 MORGAN STANLEY INSTL FD INC | 2022-07-18 | $40,000 | $50,542 | -$10,542 | -$10,542 | ||
| 385. PROLOGIS INC (REIT) | 2022-07-18 | $46,195 | $25,620 | $20,575 | $20,575 | ||
| 175. ROCKWELL INTL CORP NEW | 2022-07-18 | $36,364 | $32,031 | $4,333 | $4,333 | ||
| 1361.66 MORGAN STANLEY INSTL FD INC | 2022-09-21 | $25,000 | $40,509 | -$15,509 | -$15,509 | 2021-07-06 | |
| 85. BOEING CO | 2022-10-11 | $11,182 | $17,453 | -$6,271 | -$6,271 | 2022-02-02 | |
| 150. CHEVRONTEXACO CORP | 2022-10-11 | $23,741 | $16,460 | $7,281 | $7,281 | 2021-03-15 | |
| 300. CHURCH & DWIGHT CO INC | 2022-10-11 | $21,654 | $29,559 | -$7,905 | -$7,905 | ||
| 150. CHURCH & DWIGHT CO INC | 2022-10-11 | $10,827 | $12,861 | -$2,034 | -$2,034 | 2021-07-06 | |
| 495. EDWARDS LIFESCIENCES CORP | 2022-10-11 | $40,663 | $24,213 | $16,450 | $16,450 | 2018-12-20 | |
| 4013.38 MFS SER TR XIII | 2022-10-11 | $60,000 | $67,067 | -$7,067 | -$7,067 | ||
| 200. NIKE INC CL B | 2022-10-11 | $17,472 | $18,258 | -$786 | -$786 | 2020-05-11 | |
| 250. SYSCO CORP | 2022-10-11 | $18,337 | $19,357 | -$1,020 | -$1,020 | 2021-03-23 | |
| 120. ALPHABET INC | 2022-11-21 | $11,466 | $4,867 | $6,599 | $6,599 | ||
| 100. APPLE COMPUTER | 2022-11-21 | $14,829 | $4,600 | $10,229 | $10,229 | ||
| 100. AVALONBAY COMMUNITIES INC (REIT) | 2022-11-21 | $16,852 | $22,800 | -$5,948 | -$5,948 | ||
| 2307.31 MORGAN STANLEY INSTL FD INC | 2022-11-21 | $45,846 | $73,949 | -$28,103 | -$28,103 | ||
| 374.65 NEW WORLD FD INC NEW | 2022-11-21 | $25,000 | $25,370 | -$370 | -$370 | ||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,671 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,911 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,906 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,906 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,868 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,868 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,962 | OverpaymentAmt |
| Applied To ES Tax | $1,908 | AppliedToESTaxAmt |
| Refund | $2,054 | 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 | 6144804962 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 S HIGH STREET - HC0534 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43287 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $24,458 | CompensationAmt |
| 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 | $2,999,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,043,584 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,043,584 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,997,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,906 | TotalTaxAmt |
| Distributable Before Adj | $147,991 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,991 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,991 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $222,938 | 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 | $222,938 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,991 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,531 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,755 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,975 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,389 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,024 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $133,674 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $222,938 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $147,991 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,947 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $208,621 | 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 | $22,531 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $186,090 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,755 | ExcessFromYear4Amt |
| Excess From Year3 | $9,975 | ExcessFromYear3Amt |
| Excess From Year2 | $30,389 | ExcessFromYear2Amt |
| Excess From Year1 | $40,024 | ExcessFromYear1Amt |
| Excess From Current Year | $74,947 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK MEMORIAL HOME | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SPRINGFIELD OH 45504 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $209,259 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,259 | 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 | $48,055 | 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 | $101,911 | 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 | $149,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $149,966 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | 0 | RelationshipStatementTxt |
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 (84 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 14040H105 CAPITAL ONE FINL COR | ||
| 89155T649 TOUCHSTONE FDS GROUP | $165,000 | $157,006 |
| 023135106 AMAZON COM INC | $57,677 | $50,400 |
| 552982720 MFS SER TR XIII | $147,579 | $109,562 |
| 824348106 SHERWIN WILLIAMS CO | $23,308 | $24,920 |
| 92939U106 WEC ENERGY GROUP INC | $17,267 | $18,752 |
| H1467J104 CHUBB LTD | $20,769 | $33,090 |
| 31428Q739 FEDERATED TOTAL RETU | $52,672 | $44,571 |
| 40168W483 GUGGENHEIM FDS TR | $75,000 | $74,268 |
| 31421N683 FEDERATED HERMES EQU | ||
| 67066G104 NVIDIA CORP | $14,366 | $27,767 |
| 713448108 PEPSICO INC | $16,304 | $22,583 |
| 28176E108 EDWARDS LIFESCIENCES | ||
| 74340W103 PROLOGIS INC | ||
| 773903109 ROCKWELL AUTOMATION | ||
| 543916688 LORD ABBETT INVT TR | $101,844 | $95,747 |
| 65339F101 NEXTERA ENERGY INC | $15,512 | $34,276 |
| 92826C839 VISA INC | $39,138 | $57,134 |
| G1151C101 ACCENTURE PLC-CL A | $21,088 | $26,684 |
| 31420B847 FEDERATED HERMES INS | $24,644 | $21,913 |
| 957663503 WESTERN ASSET FDS IN | $63,987 | $50,553 |
| 592905749 METROPOLITAN WEST FD | $40,000 | $36,637 |
| 007903107 ADVANCED MICRO DEVIC | ||
| 464287465 ISHARES TR | $222,289 | $227,771 |
| 46138E511 INVESCO EXCHANGE-TRA | ||
| 337738108 FISERV INC | $3,027 | $24,762 |
| 46120E602 INTUITIVE SURGICAL I | ||
| 55261F104 M & T BK CORP | $26,684 | $24,660 |
| 882508104 TEXAS INSTRS INC | $33,603 | $49,566 |
| 037833100 APPLE INC | $48,273 | $96,798 |
| 22822V101 CROWN CASTLE INC | $31,248 | $31,875 |
| 437076102 HOME DEPOT INC | ||
| 46625H100 JPMORGAN CHASE & CO | $14,741 | $50,288 |
| 594918104 MICROSOFT CORP | $44,744 | $95,928 |
| 032654105 ANALOG DEVICES INC | $17,551 | $31,166 |
| 02079K305 ALPHABET INC | $23,926 | $51,173 |
| 025816109 AMERICAN EXPRESS CO | ||
| 09247X101 BLACKROCK INC | ||
| 22160K105 COSTCO WHOLESALE COR | $9,711 | $27,390 |
| 452308109 ILLINOIS TOOL WKS IN | ||
| 478160104 JOHNSON & JOHNSON | $16,223 | $46,812 |
| 532457108 LILLY ELI & CO | $16,677 | $43,901 |
| 742718109 PROCTER & GAMBLE CO | $36,228 | $45,468 |
| 91324P102 UNITEDHEALTH GROUP I | $19,827 | $39,764 |
| 72201F623 PIMCO FDS | $21,723 | $14,280 |
| 61756E461 MORGAN STANLEY INSTL | ||
| 649280815 NEW WORLD FD INC NEW | $57,753 | $51,812 |
| 654106103 NIKE INC | ||
| 7591EP100 REGIONS FINL CORP NE | $22,553 | $22,099 |
| 871829107 SYSCO CORP | ||
| 922031737 VANGUARD FIXED INCOM | $22,000 | $17,777 |
| 235851102 DANAHER CORP | $47,000 | $39,813 |
| 169656105 CHIPOTLE MEXICAN GRI | $37,127 | $34,687 |
| 244199105 DEERE & CO | $33,372 | $38,588 |
| 260557103 DOW INC | ||
| 43300A203 HILTON WORLDWIDE HLD | ||
| 149123101 CATERPILLAR INS | $30,877 | $32,341 |
| 166764100 CHEVRON CORP NEW | ||
| 053484101 AVALONBAY CMNTYS INC | ||
| 744320102 PRUDENTIAL FINL INC | $32,115 | $29,838 |
| 88160R101 TESLA INC | $31,754 | $16,629 |
| 060505104 BANK AMER CORP | $35,342 | $28,152 |
| 09857L108 BOOKING HLDGS INC | $21,218 | $20,153 |
| 171340102 CHURCH & DWIGHT CO I | ||
| 444859102 HUMANA INC | $30,413 | $38,414 |
| 81762P102 SERVICENOW INC | $21,822 | $19,414 |
| 25243Q205 DIAGEO PLC | $13,202 | $14,255 |
| 053015103 AUTOMATIC DATA PROCE | $15,007 | $16,720 |
| 464287804 ISHARES TR | $114,488 | $101,738 |
| 256677105 DOLLAR GEN CORP NEW | $29,482 | $29,550 |
| 21036P108 CONSTELLATION BRANDS | $29,541 | $27,810 |
| 580135101 MCDONALDS CORP | $44,139 | $44,800 |
| 666807102 NORTHROP GRUMMAN COR | $13,693 | $16,368 |
| 931142103 WAL MART STORES INC | $15,144 | $14,179 |
| 285512109 ELECTRONIC ARTS INC | $16,721 | $16,006 |
| 291011104 EMERSON ELEC CO | $16,558 | $16,811 |
| 674599105 OCCIDENTAL PETE CORP | $30,400 | $31,495 |
| 025537101 AMERICAN ELEC PWR CO | $28,305 | $28,485 |
| 036752103 ANTHEM INC | $14,231 | $15,389 |
| 67103H107 O'REILLY AUTOMOTIVE | $14,813 | $16,881 |
| 539830109 LOCKHEED MARTIN CORP | $13,848 | $17,027 |
| 91913Y100 VALERO ENERGY CORP N | $22,230 | $25,372 |
| 579780206 MCCORMICK & CO INC | $43,475 | $37,301 |
| 00287Y109 ABBVIE INC | $30,186 | $32,322 |
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 | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $9,629 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $108 | $108 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $760 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,868 | $0 | $0 |