MARY AND DR GEORGE L DEMETROS CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARY AND DR GEORGE L DEMETROS CHARITABLE TRUST (EIN 35-2168489)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202141309349100739
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T08:02:01-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-01-01 | 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 | 2021-04-16 | 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 | 2020 | 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 | $6,989,655 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $108,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,657 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $134,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $583,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $134,190 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $242,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,847 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $67,027 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,342 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,685 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,920 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,960 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,960 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,650 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,450 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $765 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $47,510 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $264,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $264,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $340,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $312,310 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $217,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $737 | CashEOYAmt |
| Cash EOYFMV | $737 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $546,226 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $232,899 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $232,899 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,810,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,861,466 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,598,866 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,110,072 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,214,351 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,289,688 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,293,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,353,248 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,867,465 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,760,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,662,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,989,655 | 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 | $4,760,106 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,662,701 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,760,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,662,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,760,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,662,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,760,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,405 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,662,701 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,662,701 | 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 | $583,133 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $448,943 | CostOrOtherBasisAmt |
| Gain Or Loss | $134,190 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $134,190 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $134,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,018 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,018 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,018 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,800 | OriginalReturnTaxPaidAmt |
| Tax Due | $218 | 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 | $53,731 | $0 | $0 |
| Philip A Lloyd | ||||||||
| PO BOX 1227 | BATH | OH | 44210 | Trust Advisor | 1.00 | $4,432 | $0 | $0 |
| Michael A Sweeney | ||||||||
| 388 S Main St Ste 500 | Akron | OH | 44311 | Trust Advisor | 1.00 | $4,432 | $0 | $0 |
| Richard H Harris | ||||||||
| 388 S Main St Ste 500 | Akron | OH | 44311 | Trust Advisor | 1.00 | $4,432 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,976,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $447,733 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,424,719 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,424,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,328,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $316,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $316,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,018 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,018 | TotalTaxAmt |
| Distributable Before Adj | $313,399 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $313,399 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $313,399 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $312,310 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $312,310 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $312,310 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,399 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $257,207 | 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 | $312,310 | QualifyingDistributionsAmt |
| Applied To Year1 | $257,207 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,103 | 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 | $258,296 | 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 (28 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 | GENERAL SUPPORT | $30,000 |
| Musical Arts Association | ||||||
| 11001 Euclid Avenue | Cleveland | OH | 44106 | publiccharity | GENERAL SUPPORT | $20,000 |
| Greater Akron Musical Association | ||||||
| 92 N Main St | Akron | OH | 44308 | publiccharity | YOUTH & OUTREACH PRGMSDURING 2020-2021 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 2020-2021 | $8,000 |
| Access Inc | ||||||
| 230 W Market St | Akron | OH | 44303 | publiccharity | GENERAL SUPPORT | $15,000 |
| Akron-Canton Regional Foodbank | ||||||
| 350 Opportunity Parkway | Akron | OH | 44307 | publiccharity | AKRON PORTION OFCAPITAL CAMPAIGN | $15,000 |
| Goodwill Industries of Akron | ||||||
| 570 E Waterloo Rd | Akron | OH | 44319 | public charity | GENERAL OPERATINGSUPPORT | $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 2020 EXHIBITS ANDPROGRAMS | $5,300 |
| Weathervane Community Playhouse | ||||||
| 1301 Weathervane Lane | Akron | OH | 44313 | publiccharity | GENERAL SUPPORT | $12,000 |
| Ministry Open M | ||||||
| 941 Princeton St | Akron | OH | 44311 | publiccharity | free medicalclinic for uninsured andunderserved in Summit Cnty | $7,500 |
| UNIVERSITY OF AKRON FOUNDATION | ||||||
| THE UNIVERSITY OF AKRON | AKRON | OH | 44325 | PUBLICCHARITY | Mary Demetrosmemorial scholarshipfund | $34,000 |
| EMBRACING FUTURES INC | ||||||
| 50 SOUTH MAIN ST SUITE LL 100 | AKRON | OH | 44308 | PUBLICCHARITY | Treatment of one childin orthodonticcare program | $5,000 |
| CUYAHOGA VALLEY YOUTH BALLET | ||||||
| DBA BALLET EXCEL OHIO | CUYAHOGA FALLS | OH | 44223 | publiccharity | REACH OUT & DANCE PROGRAMFOR 2020-21 SCHOOLYEAR | $2,000 |
| BATTERED WOMEN'S SHELTER | ||||||
| 974 EAST MARKET ST | AKRON | OH | 44305 | publiccharity | GENERAL SUPPORT | $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 |
| DONOVAN'S KIDS INC | ||||||
| PO BOX 5253 | AKRON | OH | 44334 | PUBLICCHARITY | SUMMER CAMP FOR CHILDRENWHO ARE AMPUTIES, HAVE LIMBLIMITATIONS, SPINA BIFIDA, ETC | $2,000 |
| GOOD SAMARTIN HUNGER CENTER INC | ||||||
| PO bOX 5753 | Akron | OH | 44372 | PUBLICCHARITY | PROVIDE KID'S BAGSTO CHILDREN IN AKRON PUBLIC SCHOOLS | $2,000 |
| FAMILY PROMISE OF SUMMIT COUNTY INC | ||||||
| 111 E VORIS ST | AKRON | OH | 44311 | PUBLICCHARITY | SUPPORT PROGRAM-WIDEOPERATING EXPENSESIN 2020 | $5,000 |
| GOOD NEIGHBORS INC | ||||||
| 1453 GOODYEAR BLVD | AKRON | OH | 44305 | PUBLICCHARITY | PURCHASE FOOD FOR OUTREACH AND FOOD CENTERIN GOODYEAR HEIGHTS | $5,000 |
| 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 | $5,000 |
| HUMILITY OF MARY HOUSING INC | ||||||
| 2251 FRONT ST 210 | CUYAHOGA FALLS | OH | 44221 | PUBLICCHARITY | YOUTH SERVICES PROGRAMIN 2020 AND 2021 | $5,000 |
| SOUTH STREET MINISTRIES INC | ||||||
| 130 WSOUTH ST | AKRON | OH | 44311 | PUBLIC CHARITY | VIRTUAL & VISITS-2021 SOUTHSTREET YOUTH OUTREACHPROGRAMMING | $2,000 |
| VICTORY GALLOP INC | ||||||
| 1745 N HAMETOWN RD | AKRON | OH | 44333 | PUBLICCHARITY | SCHOLARSHIPS TO CHILDRENWITH BEHAVORIAL CHALLENGESOR LIFE THREATENING ILLNESS | $2,000 |
| SUMMIT COUNTY HISTORICAL SOCIETY | ||||||
| 550 COPLEY RD | AKRON | OH | 44320 | PUBLICCHARITY | 4TH GRADE EDUCATIONALOUTREACH PROGRAMMING-VIRTUALCLASSROOM PRESENTION 2020-2021 | $4,000 |
| COMMUNITY HALL FOUNDATION INC | ||||||
| 182 SMAIN ST | AKRON | OH | 44308 | PUBLICCHARITY | 2020 NON COMMERCIAL COMMUNITYBASED PROGRAMMING & ALL-ACCESS PROGRAM | $5,000 |
| APOLLO'S FIRE | ||||||
| 3091 MAYFIELD RD 217 | CLEVELAND HEIGHTS | OH | 44118 | PUBLICCHARITY | THE CLEVELAND BARBOQUE2019-2020 SEASON SUMMITCNTY PROGRAMMING & OUTREACH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $264,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,657 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $134,190 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $242,847 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $242,847 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
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 | $583,133 | GrossSalesPriceAmt |
| Basis | $448,943 | BasisAmt |
| Total Net | $134,190 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | See Attached | BondNm |
| EOY Book Value | $1,214,351 | EOYBookValueAmt |
| EOYFMV | $1,289,688 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See Attached | StockNm |
| EOY Book Value | $1,861,466 | EOYBookValueAmt |
| EOYFMV | $3,598,866 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES RUSSELL MID-CAP ETF 8028 SHS | $273,064 | $550,319 |
| ISHARES CORE S&PSMALL-CAP ETF 2915 SHS | $151,890 | $267,889 |
| MORGAN STANLEY INTL ADVANTAGE CL I 1948.627 SHS | $50,022 | $52,710 |
| AMERICAN FUNDS - NEW WORLD FUND 123.104 SHS | $10,047 | $10,822 |
| SPDR S&P DIVIDEND FUND 2780 SHS | $248,014 | $294,485 |
| VANGUARD FTSE DEVELOPED MARKETS ETF 8338 SHS | $349,535 | $393,637 |
| VANGUARD FTSE EMERGING MARKETS ETF 5939 SHS | $270,676 | $297,603 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROUSE MCDOWELL PREP OF 2019 990-PF | CategoryTxt |
| Legal Fees | $3,920 | LegalFeesAmt |
| Net Investment Income | $1,960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,960 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 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 | $765 | $765 |
| Assoc. of Small Foundations fee | ||
| Dir. & Off. Liability Ins. premium | ||
| Membership renewal-OH Grntmkrs Forum | ||
| The Chronicle of Philanthropy | ||
| Misc. | $90 |
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 | $1,350 | $1,350 | |
| Federal Taxes | $2,100 |