MARGARET E BAKER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET E BAKER FOUNDATION (EIN 31-6665686)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-26
- IRS object ID
- 202031479349101008
- Schema version
- 2019v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-26T07:00:54-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | GRANDVIEW HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 OAG #01-3293 | 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 | 2020-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOAK A PFAFF | PreparerPersonNm |
| PTIN | P00878518 | PTIN |
| Phone | 6142327288 | PhoneNum |
| Preparation | 2020-04-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.29.68.249 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 804DE007535A85744867B01D2CF119C9149BA5DA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DF2AAC82CB716142A103C98EBF1F733759182F84 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,964,199 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $61,760 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,614 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $240,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $498,111 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $240,281 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $168 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $302,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $301,895 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $22,766 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,383 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,383 | 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 | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $468 | 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 Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,758 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $129,790 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $129,790 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,548 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $140,987 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $289,669 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,843 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,843 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,671,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,684,300 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,505,482 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $290,886 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $415,886 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $410,874 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,020,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,148,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,964,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,020,934 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,148,029 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,020,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,148,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,020,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,148,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,020,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $140,987 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,070 | OtherIncreasesAmt |
| Subtotal | $2,162,991 | SubtotalAmt |
| Other Decreases | $14,962 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,148,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 10. ALPHABET INC - CL A | 2016-10-11 | 2019-04-23 | $12,724 | $8,083 | $4,641 | $4,641 | |
| 80. ANTHEM INC | 2018-06-28 | 2019-07-10 | $22,956 | $19,144 | $3,812 | $3,812 | |
| 70. ANTHEM INC | 2018-09-17 | 2019-07-10 | $20,086 | $18,990 | $1,096 | $1,096 | |
| 70. APPLE COMPUTER | 2014-03-04 | 2019-07-23 | $14,580 | $5,309 | $9,271 | $9,271 | |
| 100. AUTOMATIC DATA PROCESSING | 2006-03-23 | 2019-07-23 | $16,784 | $3,698 | $13,086 | $13,086 | |
| 95. BERKSHIRE HATHAWAY INC CL B | 2014-03-04 | 2019-04-23 | $20,039 | $11,138 | $8,901 | $8,901 | |
| 270. CVS CORP | 2012-05-01 | 2019-07-10 | $14,890 | $12,128 | $2,762 | $2,762 | |
| 250. CHURCH & DWIGHT CO INC | 2014-03-04 | 2019-07-23 | $18,762 | $8,620 | $10,142 | $10,142 | |
| 125. CLOROX COMPANY | 1992-03-16 | 2019-07-23 | $20,469 | $1,483 | $18,986 | $18,986 | |
| 100. CONSTELLATION BRANDS INC CL A | 2019-07-23 | 2019-11-21 | $18,685 | $20,251 | -$1,566 | -$1,566 | |
| .667 CORTEVA INC | 2007-06-01 | 2019-06-25 | $19 | $14 | $5 | $5 | |
| 113. CORTEVA INC | 2007-06-01 | 2019-07-10 | $3,001 | $2,405 | $596 | $596 | |
| .667 DOW INC | 2007-06-01 | 2019-04-19 | $39 | $26 | $13 | $13 | |
| 113. DOW INC | 2007-06-01 | 2019-04-23 | $6,517 | $4,344 | $2,173 | $2,173 | |
| .667 DUPONT DE NEMOURS INC | 2007-06-01 | 2019-06-25 | $49 | $39 | $10 | $10 | |
| 113. DUPONT DE NEMOURS INC | 2007-06-01 | 2019-07-10 | $7,878 | $6,629 | $1,249 | $1,249 | |
| 90. EOG RESOURCES INC | 2018-09-17 | 2019-07-23 | $7,853 | $10,590 | -$2,737 | -$2,737 | |
| 250. EOG RESOURCES INC | 2017-11-15 | 2019-07-23 | $21,814 | $25,455 | -$3,641 | -$3,641 | |
| 300. EMERSON ELECTRIC CO | 2019-04-23 | $21,903 | $14,663 | $7,240 | $7,240 | ||
| 280. EMERSON ELECTRIC CO | 2008-01-18 | 2019-07-10 | $17,917 | $13,756 | $4,161 | $4,161 | |
| 250. FISERV INC | 2009-09-23 | 2019-11-21 | $28,452 | $3,089 | $25,363 | $25,363 | |
| 100. GENUINE PARTS COMPANY | 1999-05-03 | 2019-07-23 | $9,666 | $3,139 | $6,527 | $6,527 | |
| 200. GENUINE PARTS COMPANY | 1999-05-03 | 2019-11-21 | $20,568 | $6,277 | $14,291 | $14,291 | |
| 150. ILLINOIS TOOL WORKS INC COM | 2010-04-21 | 2019-07-23 | $23,422 | $7,630 | $15,792 | $15,792 | |
| 125. J P MORGAN CHASE & CO | 2019-11-21 | $16,288 | $4,215 | $12,073 | $12,073 | ||
| 200. MERCK & CO INC | 2005-02-08 | 2019-04-23 | $14,956 | $3,878 | $11,078 | $11,078 | |
| 200. MERCK & CO INC | 2005-02-08 | 2019-07-23 | $16,394 | $3,878 | $12,516 | $12,516 | |
| 90. NEXTERA ENERGY, INC | 2016-11-21 | 2019-11-21 | $21,101 | $10,277 | $10,824 | $10,824 | |
| 200. NIKE INC CL B | 2017-06-05 | 2019-11-21 | $18,474 | $10,634 | $7,840 | $7,840 | |
| 100. PHILLIPS 66 | 2000-05-25 | 2019-07-10 | $9,803 | $1,308 | $8,495 | $8,495 | |
| 50. SIMON PROPERTY GROUP INC NEW (REIT) | 1999-05-03 | 2019-07-23 | $7,885 | $1,343 | $6,542 | $6,542 | |
| 150. TJX COMPANIES INC W/1 RT/SH | 2014-03-04 | 2019-04-23 | $8,248 | $4,619 | $3,629 | $3,629 | |
| 350. TJX COMPANIES INC W/1 RT/SH | 2014-03-04 | 2019-07-10 | $19,334 | $10,778 | $8,556 | $8,556 | |
| . LITIGATION PROCEEDS | 2019-02-08 | $534 | $534 | $534 | |||
| . LITIGATION PROCEEDS | 2019-03-13 | $137 | $137 | $137 | |||
| CAPITAL GAIN DIVIDENDS | $15,884 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $240,281 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $160,997 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,714,313 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059314 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $140,332 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,450,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057268 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $144,763 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,466,520 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058691 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $225,538 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,569,619 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087771 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $139,982 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,690,111 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052036 | DistributionYr5Rt |
| Total Distribution | 0.31508 | TotalDistributionRt |
| Average Distribution | 0.063016 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,747,322 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $173,125 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,897 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $176,022 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,548 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,793 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,793 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,793 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,476 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,476 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $317 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 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 | $22,766 | 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 | $2,750,030 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,129 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,789,159 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,789,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,837 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,747,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,366 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,793 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,793 | TotalTaxAmt |
| Distributable Before Adj | $131,573 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $131,573 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $131,573 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,548 | 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 | $141,548 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,548 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,573 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,551 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,641 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,709 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,531 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,755 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $190,187 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,548 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $131,573 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,975 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $200,162 | 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 | $13,551 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $186,611 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,641 | ExcessFromYear4Amt |
| Excess From Year3 | $24,709 | ExcessFromYear3Amt |
| Excess From Year2 | $22,531 | ExcessFromYear2Amt |
| Excess From Year1 | $30,755 | ExcessFromYear1Amt |
| Excess From Current Year | $9,975 | 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 | 106 KEWBURY ROAD | 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 SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $129,790 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $129,790 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,760 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $240,281 | 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 | $302,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $302,209 | 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 | $550 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED SHORT-INTERMEDIATE T | ||
| FEDERATED TOTAL RETURN BOND FU | $72,608 | $70,941 |
| FEDERATED INSTITUTIONAL HIGH | $9,644 | $9,663 |
| GOLDMAN SACHS INFLATION PROTEC | $13,634 | $13,998 |
| LORD ABBETT SHORT DURATION | $140,000 | $138,397 |
| PIMCO INCOME FD | $90,000 | $87,572 |
| PIMCO LONG DURATION TOTAL RETU | $40,000 | $40,343 |
| METROPOLITAN WEST UNC BD-I | $25,000 | $25,021 |
| GUGGENHEIM LIMITED DURATION C | $25,000 | $24,939 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $22,215 | $32,046 |
| APPLE INC | $6,826 | $26,429 |
| AUTOMATIC DATA PROCESSING | $19,421 | $93,775 |
| BAXTER INTERNATIONAL INC W/1 R | $23,449 | $52,263 |
| BERKSHIRE HATHAWAY INC CL B | $21,104 | $40,770 |
| CVS HEALTH CORPORATION | ||
| CHURCH & DWIGHT CO INC W/1 RT/ | $18,102 | $36,929 |
| CLOROX CO | $2,728 | $35,314 |
| EMERSON ELECTRIC CO | ||
| EXXON MOBIL CORP | $11,700 | $34,890 |
| FISERV INC | $10,131 | $94,817 |
| GENUINE PARTS CO W/1 RT/SH | ||
| ILLINOIS TOOL WORKS | $12,716 | $44,908 |
| ISHARES MSCI EAFE ETF | $109,116 | $124,992 |
| JP MORGAN CHASE&CO | $16,707 | $59,245 |
| JOHNSON & JOHNSON | $16,223 | $38,656 |
| MERCK & CO INC | $9,029 | $40,928 |
| PARKER HANNIFIN CORP | $25,396 | $55,571 |
| PHILLIPS 66 | $2,617 | $22,282 |
| SIMON PROPERTY GROUP INC | $3,671 | $18,620 |
| TJX COMPANIES INC | $21,555 | $42,742 |
| ALPHABET INC - CL A | $32,835 | $53,576 |
| M & T BANK CORP | $33,999 | $37,345 |
| NEXTERA ENERGY INC | $35,261 | $62,962 |
| AMERICAN FUNDS-NEW WORLD FUND- | $147,015 | $160,101 |
| THERMO FISHER SCIENTIFIC INC 1 | $20,924 | $48,731 |
| ANALOG DEVICES | $42,011 | $59,420 |
| CAPITAL ONE FINANCIAL CORP | $34,619 | $40,135 |
| COSTCO WHOLESALE | $21,040 | $38,210 |
| DOWDUPONT INC | ||
| EOG RESOURCES INC | ||
| FACEBOOK INC-A | $24,940 | $41,050 |
| NIKE INC CL B | $10,634 | $20,262 |
| AMAZON.COM INC | $38,457 | $36,957 |
| AMERICAN EXPRESS | $28,746 | $37,347 |
| ANTHEM INC | ||
| CONSOLIDATED EDISON INC | $20,017 | $22,618 |
| DOLLAR TREE INC | $25,758 | $28,215 |
| EDWARDS LIFESCIENCES CORP | $29,350 | $46,658 |
| HARTFORD MID CAP FD Y | $150,000 | $154,899 |
| LOCKHEED MARTIN CORP | $17,048 | $25,310 |
| MFS NEW DISCOVERY VALUE FD | $90,000 | $97,975 |
| MFS GLOBAL REAL ESTATE FD | $50,000 | $53,462 |
| MICROSOFT CORP | $30,009 | $47,310 |
| NORTHROP GRUMMAN CORP | $35,897 | $37,837 |
| NUVEEN EQUITY MARKET NEUTRAL F | $50,000 | $45,373 |
| OREILLY AUTOMOTIVE INC | $45,647 | $65,739 |
| PROLOGIS INC | $20,231 | $26,742 |
| UNITED HEALTH GROUP INC | $19,827 | $22,049 |
| VISA INC CL A | $21,512 | $32,883 |
| ARTISAN INTL VALUE FD | $30,000 | $29,814 |
| HP INC | $15,156 | $12,330 |
| CHUBB LTD | $20,769 | $23,349 |
| COMCAST CORP CL A | $19,705 | $20,237 |
| CROWN CASTLE INTL CORP | $31,248 | $33,405 |
| ECOLAB INC W/1 RT PER SHARE | $19,819 | $19,299 |
| NVIDIA CORP | $29,439 | $32,942 |
| PROCTER & GAMBLE CO | $36,228 | $37,470 |
| TEXAS INSTRUMENTS INC | $17,532 | $19,244 |
| VALERO ENERGY CORP | $18,654 | $20,603 |
| WEC ENERGY GROUP INC | $17,267 | $18,446 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2018 INCOME POSTED IN 2019 | $14,953 |
| ROUNDING | $9 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE ATTORNEY GENERAL FILING | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $168 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2019 INCOME POSTED IN 2020 | Desc |
| Amt | $1,070 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,972 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $5,476 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $438 | $438 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $30 | $30 | $0 |