STRATEGY STUDIO / PUBLIC DATA EXPLORER

BERNARD & ELAINE SOSS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BERNARD & ELAINE SOSS FAMILY CHARITABLE TRUST (EIN 20-7449476)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202343189349104984
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-14T16:40:05-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261822552PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CANTER & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16400 OLDE STONE CROSSINGAddressLine1Txt
CityPOLANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44514ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207449476EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERNARD AND ELAINE SOSS CHARITABLEBusinessNameLine1Txt
Business Name Line2TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBERNBusinessNameControlTxt
Phone3307431301PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1357 GYPSY LANEAddressLine1Txt
CityYOUNGSTOWNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44504ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHERB SOSSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3307431301PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHERBPersonFirstNm
Person LastSOSSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL J CANTER CPAPreparerPersonNm
PTINP00303907PTIN
Phone3307079035PhoneNum
Preparation2023-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$722,664FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$56InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$56InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,261DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,898DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,767NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$73,207GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,767CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$40,084TotalRevAndExpnssAmt
Total Net Invst Incm$39,721TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$700LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$250TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,200TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$84,525ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$84,525ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,725TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$84,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$46,641ExcessRevenueOverExpensesAmt
Net Investment Income$39,721NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51,904CashBOYAmt
Cash EOY$19,915CashEOYAmt
Cash EOYFMV$19,915CashEOYFMVAmt
Corporate Stock BOY$697,755CorporateStockBOYAmt
Corporate Stock EOY$686,528CorporateStockEOYAmt
Corporate Stock EOYFMV$702,749CorporateStockEOYFMVAmt
Total Assets BOY$749,659TotalAssetsBOYAmt
Total Assets EOY$706,443TotalAssetsEOYAmt
Total Assets EOYFMV$722,664TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$749,659NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$706,443NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$749,659TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$706,443TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$749,659TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$706,443TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$749,659TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$46,641ExcessRevenueOverExpensesAmt
Other Increases$3,425OtherIncreasesAmt
Subtotal$706,443SubtotalAmt
Tot Net Ast Or Fund Balances EOY$706,443TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
T.ROWE PRICE TAX FREEP2006-03-312022-12-27$17,993$20,258-$2,265-$2,265
PUTNAM SUST. LEADERS FUNDP2006-03-312022-12-09$30,993$15,182$15,811$15,811
FieldValueIRS element (for citing)
Capital Gain Net Income$37,767CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$552InvestmentIncomeExciseTaxAmt
Subtotal$552SubtotalAmt
Tax Based On Investment Income$552TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$27EsPenaltyAmt
Tax Due$79TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHERB SOSSIndividualWithBooksNm
Phone3307431301PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1357 GYPSY LANEAddressLine1Txt
CityYOUNGSTOWNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44504ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HERB SOSS
357 GYPSY LANEYOUNGSTOWNOH44504TRUSTEE000.00$0$0$0
DIANE SOSS-ZENDA
12551 SILVER FOX RUNLOS ALIMITASCA90720TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$422,496AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,437AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$395,645FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$846,578TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$846,578AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,699CashDeemedCharitableAmt
Net Vl Noncharitable Assets$833,879NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,694MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,694MinimumInvestmentReturnAmt
Tax Based On Investment Income$552TaxBasedOnInvestmentIncomeAmt
Total Tax$552TotalTaxAmt
Distributable Before Adj$41,142DistributableBeforeAdjAmt
Distributable Before Ded$41,142DistributableBeforeDedAmt
Distributable As Adjusted$41,142DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$84,525ExpensesAndContributionsAmt
Qualifying Distributions$84,525QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$41,142DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,558ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$42,233ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$54,503ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$54,846ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$77,883ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$232,023TotalExcessDistributionCyovAmt
Qualifying Distributions$84,525QualifyingDistributionsAmt
Applied To Current Year$41,142AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,383RemainingDistriFromCorpusAmt
Total Corpus$275,406TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,558ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$272,848ExcessDistriCyovToNextYrAmt
Excess From Year4$42,233ExcessFromYear4Amt
Excess From Year3$54,503ExcessFromYear3Amt
Excess From Year2$54,846ExcessFromYear2Amt
Excess From Year1$77,883ExcessFromYear1Amt
Excess From Current Year$43,383ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SEE ATTACHED STATEMENT
SEE ATTACHEDSEE ATTACHEDOH44514SEE ATTACHED$75,000
SEE ATTACHED STATEMENT
SEE ATTACHEDSEE ATTACHEDOH44514SEE ATTACHED$9,525
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$84,525TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,261ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,767ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,084ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,084TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,250Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO-5043 STOCKS/ETFS$391,649$395,645
WELLS-FARGO-5043 MUTUAL FUNDS$294,879$307,104

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$700LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
BANK FEES

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR REINVESTED GAINSDesc
Amt$3,425Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
TAXES
LICENSES AND REGISTRATIONS$250