MARY AND DR GEORGE L DEMETROS CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARY AND DR GEORGE L DEMETROS CHARITABLE TRUST (EIN 35-2168489)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-23
- IRS object ID
- 202211139349101201
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-23T12:57:44-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341108723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brouse McDowell | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 388 S MAIN ST | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352168489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mary and Dr George L Demetros Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 6143319473 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK by Brenda | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6143319473 | PhoneNum |
| Signature | 2022-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HUNTINGTON NATIONAL | PersonFirstNm |
| Person Last | Brenda Moubray | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard F Battagline | PreparerPersonNm |
| PTIN | P01464062 | PTIN |
| Phone | 3305355711 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,168,478 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $99,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $320,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,112,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $320,098 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $419,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $419,459 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,535 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,178 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,357 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,207 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,103 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,104 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,403 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $780 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $780 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,784 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,441 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $273,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $273,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $358,943 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,784 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $326,741 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $390,675 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $737 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $232,899 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $512,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $512,631 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,861,466 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,676,264 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,416,410 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,214,351 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,157,854 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,197,708 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,353,248 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,376,468 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,041,729 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,662,701 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,723,217 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,168,478 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,662,701 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,723,217 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,662,701 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,723,217 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,662,701 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,723,217 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,662,701 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,516 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,723,217 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,723,217 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,112,673 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $792,575 | CostOrOtherBasisAmt |
| Gain Or Loss | $320,098 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $320,098 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $320,098 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,200 | OriginalReturnTaxPaidAmt |
| Tax Due | $2,230 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6143319473 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HUNTINGTON BANK | ||||||||
| PO BOX 1558 DEPT EA4E86 | COLUMBUS | OH | 43216 | Trustee | 10.00 | $60,778 | $0 | $0 |
| Philip A Lloyd | ||||||||
| PO BOX 1227 | BATH | OH | 44210 | Trust Advisor | 1.00 | $4,919 | $0 | $0 |
| Michael A Sweeney | ||||||||
| 388 S Main St Ste 500 | Akron | OH | 44311 | Trust Advisor | 1.00 | $4,919 | $0 | $0 |
| Richard H Harris | ||||||||
| 388 S Main St Ste 500 | Akron | OH | 44311 | Trust Advisor | 1.00 | $4,919 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,265,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $362,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,627,397 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,627,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,512,986 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,430 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,430 | TotalTaxAmt |
| Distributable Before Adj | $370,219 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $370,219 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $370,219 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $326,741 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $326,741 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $370,219 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $258,296 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $326,741 | QualifyingDistributionsAmt |
| Applied To Year1 | $258,296 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,445 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $301,774 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRENDA MOUBRAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 S MAIN ST 5TH FLOOR-TOW 023 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3303847320 | RecipientPhoneNum |
| Form And Info And Materials | No set form. Applicants need to supply 1. Purpose or need for the project. 2 total cost of project. 3. members of governing body. 4. IRS exemption letter. 5. Most recent Financial Statement | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | Primary focus of Demetros Charitable Trust is to provide funding for the care & feeding of the hungry and homeless, expecially children of Summit County, Ohio and for cultural activities with special emphasis on music. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Akron Art Museum | ||||||
| One South High | Akron | OH | 44308 | public charity | support upcomingexhib in 2022 includinggarden install of NE OH Artist J. Wang | $20,000 |
| Musical Arts Association | ||||||
| 11001 Euclid Avenue | Cleveland | OH | 44106 | publiccharity | 2021 Blossum Music Festival | $25,000 |
| Greater Akron Musical Association | ||||||
| 92 N Main St | Akron | OH | 44308 | publiccharity | YOUTH & OUTREACH PRGMSDURING 2021-2022 AKRON INTERLUDESEASON & RED CHAIR SPNSORSHIP RENEWAL | $30,000 |
| Tuesday Musical Association | ||||||
| One South Main St Ste 301 | Akron | OH | 44308 | publiccharity | education & outreachprogram for areastudents for 2021-2022 | $11,000 |
| Access Inc | ||||||
| 230 W Market St | Akron | OH | 44303 | publiccharity | Emergency needs of womenand children experiencing homelessnes | $15,000 |
| Goodwill Industries of Akron | ||||||
| 570 E Waterloo Rd | Akron | OH | 44319 | public charity | GENERAL OPERATINGSUPPORT FORMISSION SERVICES | $7,000 |
| Salvation Army | ||||||
| 190 South Maple St | Akron | OH | 44302 | publiccharity | FEEDING PROGRAMS DESIGNEDTO ALLEVIATE HUNGER, REDUCEFOOD INSECURITY TO FAMLIES IN CRISIS | $12,000 |
| Stan Hywet Hall & Gardens | ||||||
| 714 N Portage Path | Akron | OH | 44303 | publiccharity | SUPPORT OF 2021 EXHIBITS ANDPROGRAMS | $5,300 |
| Weathervane Community Playhouse | ||||||
| 1301 Weathervane Lane | Akron | OH | 44313 | publiccharity | Support production expensesof performing artsprogram. & ed for 2021-22 season | $12,000 |
| UNIVERSITY OF AKRON FOUNDATION | ||||||
| THE UNIVERSITY OF AKRON | AKRON | OH | 44325 | PUBLICCHARITY | Mary Demetrosmemorial scholarshipfund | $25,000 |
| EMBRACING FUTURES INC | ||||||
| 50 SOUTH MAIN ST SUITE LL 100 | AKRON | OH | 44308 | PUBLICCHARITY | Treatment of one childin orthodonticcare program | $5,000 |
| BATTERED WOMEN'S SHELTER | ||||||
| 974 EAST MARKET ST | AKRON | OH | 44305 | publiccharity | Support operations of summitcity shelter kitchen to provide foodand shelter for those fleeing domestic abuse | $10,000 |
| AMERICAN NATIONAL RED CROSS | ||||||
| 501 W MARKET ST | AKRON | OH | 44303 | publiccharity | GREATER DISASTER CYCLESERVICES IN GREATER AKRON& SUMMIT COUNTY REGION | $5,000 |
| UNITED DISABILITY SERVICES INC | ||||||
| 701 S MAIN ST | AKRON | OH | 44311 | PUBLICCHARITY | FUND OPERATIONS & RESOURCEREPLACEMENT FOR TOY & RESOURCE CENTER ON S. MAIN ST. AKRON | $5,000 |
| FAMILY PROMISE OF SUMMIT COUNTY INC | ||||||
| 111 E VORIS ST | AKRON | OH | 44311 | PUBLICCHARITY | To expand the casemanagement services in2021 and beyond | $4,000 |
| HAVEN OF REST MINISTRIES INC | ||||||
| 175 E MARKET ST | AKRON | OH | 44308 | PUBLICCHARITY | MEN & WOMEN'S DORM &EMERGENCY SHELTER-PROVIDE MEALSSAFE SHELTER & CARE FOR HOMELESS | $10,000 |
| COMMUNITY HALL FOUNDATION INC | ||||||
| 182 SMAIN ST | AKRON | OH | 44308 | PUBLICCHARITY | 2022 NON COMMERCIAL COMMUNITYBASED PROGRAMMING & ALL-ACCESS PROGRAM | $5,000 |
| APOLLO'S FIRE | ||||||
| 3091 MAYFIELD RD 217 | CLEVELAND HEIGHTS | OH | 44118 | PUBLICCHARITY | THE CLEVELAND BARBOQUE2021-2022 SEASON SUMMITCNTY PROGRAMMING & OUTREACH | $5,000 |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||
| 10825 East Blvd | Cleveland | OH | 44106 | PUBLICCHARITY | Support place based ed.experiences at HALEfARM & Village | $2,000 |
| Shelter Care Inc | ||||||
| 32 South Ave | Tallmadge | OH | 44276 | Publiccharity | Respite pgrm providesper short term res. care for youths enduring severe conflict | $5,000 |
| Victim Assistance Program Inc | ||||||
| 137 S Main St300 | Akron | OH | 44308 | publiccharity | To provide critical emergencyneeds for families victimizedin summit county | $4,000 |
| Art Resources Transformations | ||||||
| 538 Woodside Dr | Akron | OH | 44303 | publiccharity | Curated storefront transformvacant city Akron storefrontsthru art by local artists | $7,000 |
| Children's Concert Society of Akron | ||||||
| EJ THOMAS HALL UNIV OF AKRON | AKRON | OH | 44325 | publiccharity | Concert Hall Series, in school concert seriesscholastic composers contest | $5,000 |
| Groundworks Dance Theatre of Akron | ||||||
| 13125 SHAKER SQUARE STE 102 | CLEVELAND | OH | 44120 | publiccharity | Programming thru collaboration w/U of Akron, Downtown Partnershipsummit Artspace & many others | $5,000 |
| Grace House Akron Inc | ||||||
| Grace House Christian Church | Akron | OH | 44310 | publiccharity | Cap Campaign home w/servicesw/need of save environ die w/dignity;primairly homeless/indigent adults | $5,000 |
| Family & Community Services Inc | ||||||
| 705 Oakwood St Suite 221 | Ravenna | OH | 44266 | publiccharity | Provide home delivered meals &supplements to low incomeelderly & disabled of Summit cnty | $14,000 |
| Artsparks Arts | ||||||
| 450 Portgage Trail | Akron | OH | 44223 | publiccharity | Dynamite Duos Proj forAkron Public Schoolfor 2021-2022 school year | $2,000 |
| University of Akron Foundation | ||||||
| The University of Akron | Akron | OH | 44325 | publiccharity | To support Mary Schiller MyersSchool of Arts precollege program, make it at Myers | $10,000 |
| Akron Zoological Park | ||||||
| 500 EDGEWOOD AVENUE | AKRON | OH | 44307 | publiccharity | Support expansion of educational programmingthru the STEM Program | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $273,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,361 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $320,098 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $419,459 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $419,459 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| Gross Sales Price | $1,112,673 | GrossSalesPriceAmt |
| Basis | $792,575 | BasisAmt |
| Total Net | $320,098 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS 3.4% 11/30/2023 | $52,675 | $52,204 |
| APPLE INC 3.25% 02/23/2026 | $49,175 | $53,442 |
| APPLIED MATERIALS INC 3.9% 10/01/2025 | $50,257 | $54,310 |
| BB&T CORP SERIES DMTN 2.85% 10/26/2024 | $50,035 | $52,228 |
| BLACKROCK INC 3.5% 03/18/2024 | $50,948 | $52,749 |
| CATERPILLAR FINL SVCS CORP SERIES MTN 3.25% 12/01/2024 | $50,654 | $52,887 |
| CINTAS CORPORATION 2.9% 04/01/2022 | $50,493 | $50,207 |
| JOHN DEERE CAPITAL CORP SERIES MTN 3.45% 03/13/2025 | $49,297 | $53,344 |
| EMERSON ELECTRIC CO 3.15% 06/01/2025 | $49,284 | $52,821 |
| FRANKLIN RES INC 2.8% 09/15/2022 | $50,150 | $50,764 |
| GLAXOSMITHKLINE CAP INC 3.375% 05/15/2023 | $102,121 | $103,547 |
| INTERCONTINENTAL EXCHANGE 2.37% 09/15/2022 | $49,919 | $50,520 |
| IBM CORP 3.375% 08/01/2023 | $50,752 | $51,957 |
| ORACLE CORP 2.4% 09/15/2023 | $49,508 | $50,982 |
| PRECISION CASTPARTS CORP 3.25% 06/15/2025 | $49,156 | $53,046 |
| PUBLIC STORAGE 2.37% 09/15/2022 | $50,745 | $50,560 |
| ROCKWELL AUTOMATION INC 2.875% 03/01/2025-2024 | $48,743 | $52,228 |
| ROSS STORES INC 3.375% 09/15/2024 | $103,633 | $104,876 |
| ROYAL BANK OF CANADA SERIES GMTN 1.6% 04/17/2023 | $50,993 | $50,563 |
| SCHWAB CORP 3.45% 02/13/2026 | $49,175 | $53,639 |
| UNITED HEALTH GROUP INC 2.75% 02/15/2023 | $50,141 | $50,834 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET 70 SHS | $40,131 | $202,793 |
| AMAZON 33 SHS | $49,542 | $110,033 |
| AMERICAN WATER WORKS CO INC 805 SHS | $63,605 | $152,032 |
| AMPHENOL CORP CL A 1256 SHS | $31,023 | $109,849 |
| APPLE INC 1142 SHS | $11,721 | $202,785 |
| AUTOMATIC DATA PROCESSING 604 SHS | $75,171 | $148,934 |
| BERKSHIRE HATHAWAY INC CL B 275 SHS | $50,802 | $82,225 |
| BLACKROCK INC 40 SHS | $27,048 | $36,622 |
| BOEING CO 128 SHS | $32,611 | $25,769 |
| CAPITAL ONE FINANCIAL CORP 551 SHS | $43,060 | $79,945 |
| CATERPILLAR INC 136 SHS | $31,347 | $28,117 |
| CHEVRON CORP 468 SHS | $37,882 | $54,920 |
| COSTCO WHOLESALE CORP 350 SHS | $43,305 | $198,695 |
| CROWN CASTLE INTL CORP 554 SHS | $53,523 | $115,642 |
| DANAHER CORP 374 SHS | $13,409 | $123,050 |
| ECOLAB INC W/1 RT PER SH 442 SHS | $26,281 | $103,689 |
| EDWARDS LIFESCIENCES CORP 1000 SHS | $45,833 | $129,550 |
| FACEBOOK 348 SHS | $43,133 | $117,050 |
| FISERV 810 SHS | $50,179 | $84,070 |
| HOME DEPOT INC 300 SHS | $58,668 | $124,503 |
| HONEWELL 399 SHS | $37,168 | $83,195 |
| ILLINOIS TOOL WORKS 272 SHS | $50,999 | $67,130 |
| INTUIT INC 302 SHS | $30,985 | $194,252 |
| INTUITIVE SURGICAL 210 SHS | $52,566 | $75,453 |
| JP MORGAN CHASE 730 SHS | $50,379 | $115,596 |
| M & T BANK CORP 217 SHS | $27,606 | $33,327 |
| MICROSOFT CORP 800 SHS | $75,350 | $269,056 |
| NASDAQ INC 337 SHS | $24,115 | $70,773 |
| NEXTERA ENERGY 415 SHS | $32,344 | $38,744 |
| NIKE INC CL B 250 SHS | $32,675 | $41,668 |
| NVIDIA CORP 520 SHS | $70,446 | $152,937 |
| O'REILLY AUTOMOTIVE INC 175 SHS | $56,998 | $123,590 |
| PARKER HANNIFIN CORP 220 SHS | $58,096 | $69,986 |
| ROCKWELL AUTOMATION 365 SHS | $57,499 | $127,330 |
| SHERWIN-WILLIAMS 150 SHS | $36,335 | $52,824 |
| THERMO FISHER SCIENTIFIC INC 301 SHS | $21,553 | $200,839 |
| UNITEDHEALTH GROUP 343 SHS | $55,581 | $172,234 |
| VISA INC CL A 612 SHS | $36,920 | $132,627 |
| ACCENTURE PLC CL A 397 SHS | $40,375 | $164,576 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL MID-CAP ETF 6372 SHS | $216,737 | $528,940 |
| ISHARES CORE S&PSMALL-CAP ETF 2600 SHS | $135,477 | $297,726 |
| MORGAN STANLEY INTL ADVANTAGE CL I 18,559.923 SHS | $505,564 | $562,366 |
| SPDR S&P DIVIDEND FUND 2780 SHS | $248,014 | $358,954 |
| VANGUARD FTSE DEVELOPED MARKETS ETF 5939 SHS | $270,676 | $293,743 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROUSE MCDOWELL PREP OF 2019 990-PF | CategoryTxt |
| Legal Fees | $4,207 | LegalFeesAmt |
| Net Investment Income | $2,103 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,104 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PHILANTROPHY OHIO - ANNUAL MEMBERSHIP RENEWAL | ||
| COUNCIL ON FOUNDATIONS - ANNUAL MEMBERSHIP FEE | ||
| EXPONENT PHILANTHROPY MEMBERSHIP FEE | $780 | $780 |
| Assoc. of Small Foundations fee | ||
| Dir. & Off. Liability Ins. premium | ||
| Membership renewal-OH Grntmkrs Forum | ||
| The Chronicle of Philanthropy |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HUNTINGTON BNK TAX PREPARATION FEE | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Treasurer of State of Ohio | $200 | $100 | $100 |
| Foreign taxes | $1,303 | $1,303 | |
| Federal Taxes | $3,418 |