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The Belden Brick Charitable Trust: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
The Belden Brick Charitable Trust (EIN 34-6565519)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-05
IRS object ID
201943099349100044
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-05T14:26:34-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341341400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1415 Group IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14300 Munson Street NWAddressLine1Txt
CityCantonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44718ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346565519EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Belden Brick Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBELDBusinessNameControlTxt
Phone3304560031PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 20910AddressLine1Txt
CityCantonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWilliam H Belden JrPersonNm
Person TitleTrusteePersonTitleTxt
Phone3304560031PhoneNum
Signature2019-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott F Whetstone CPAPreparerPersonNm
PTINP00167127PTIN
Phone3304920094PhoneNum
Preparation2019-11-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.103.148.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-05IPDt
IP Tm13:46:21IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1F09619BDF4FA616D22A1AC6929A3B97F712AE2FAtSubmissionCreationDeviceId
At Submission Filing Device Id47E1D0469A773E9C9F51F304F66467E7F41B2978AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,617,323FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$81,543DividendsRevAndExpnssAmt
Dividends Net Invst Incm$81,543DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$115,321NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$558,018GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$33,778TotalRevAndExpnssAmt
Total Net Invst Incm$81,543TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,327OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,327OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$122TaxesRevAndExpnssAmt
Taxes Net Invst Incm$122TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$311OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$63OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$248OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,260TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,262TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$998TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$140,184ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$140,184ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$149,444TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,262TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$141,182TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$183,222ExcessRevenueOverExpensesAmt
Net Investment Income$73,281NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,130CashBOYAmt
Cash EOY$25,135CashEOYAmt
Cash EOYFMV$25,135CashEOYFMVAmt
Sav And Temp Cash Invst BOY$254,469SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$161,624SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$161,624SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,098,289CorporateStockBOYAmt
Corporate Stock EOY$951,395CorporateStockEOYAmt
Corporate Stock EOYFMV$1,490,403CorporateStockEOYFMVAmt
Other Investments BOY$908,925OtherInvestmentsBOYAmt
Other Investments EOY$1,000,590OtherInvestmentsEOYAmt
Other Investments EOYFMV$935,501OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,670OtherAssetsBOYAmt
Other Assets EOY$4,660OtherAssetsEOYAmt
Other Assets EOYFMV$4,660OtherAssetsEOYFMVAmt
Total Assets BOY$2,323,483TotalAssetsBOYAmt
Total Assets EOY$2,143,404TotalAssetsEOYAmt
Total Assets EOYFMV$2,617,323TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,323,483RetainedEarningBOYAmt
Retained Earning EOY$2,143,404RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,323,483TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,143,404TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,323,483TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,143,404TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,323,483TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$183,222ExcessRevenueOverExpensesAmt
Other Increases$3,143OtherIncreasesAmt
Subtotal$2,143,404SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,143,404TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Stifel TransactionsP2018-12-31$140$168-$28-$28
Stifel TransactionsP2018-12-31$554,666$673,171-$118,505-$118,505
Capital Gains DividendsP$3,212$3,212$3,212
FieldValueIRS element (for citing)
Capital Gain Net Income-$115,321CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$75,893AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,693,048NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.028181DistributionYr1Rt
Adjusted Qlfy Distri Yr2$125,536AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,477,045NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050680DistributionYr2Rt
Adjusted Qlfy Distri Yr3$118,408AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,566,002NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046145DistributionYr3Rt
Adjusted Qlfy Distri Yr4$137,221AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,663,057NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051528DistributionYr4Rt
Adjusted Qlfy Distri Yr5$106,812AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,485,846NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042968DistributionYr5Rt
Total Distribution0.219502TotalDistributionRt
Average Distribution0.043900AverageDistributionRt
Net Vl Noncharitable Assets$2,699,853NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$118,524AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$733NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$119,257AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$141,182QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$733InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$733SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$733TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,040EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,040TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,307OverpaymentAmt
Applied To ES Tax$3,307AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWilliam H Belden JrIndividualWithBooksNm
Phone3304560031PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1700 West Tuscarawas StreetAddressLine1Txt
CityCantonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44702ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
William H Belden Jr
PO Box 20910CantonOH44701Trustee2.00$0$0$0
Robert F Belden
PO Box 20910CantonOH44701Trustee2.00$0$0$0
David L Hartung
PO Box 20910CantonOH44701Trustee2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,491,289AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$249,679AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,740,968TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,740,968AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,115CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,699,853NetVlNoncharitableAssetsAmt
Minimum Investment Return$134,993MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$134,993MinimumInvestmentReturnAmt
Tax Based On Investment Income$733TaxBasedOnInvestmentIncomeAmt
Total Tax$733TotalTaxAmt
Distributable Before Adj$134,260DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$134,260DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$134,260DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$141,182ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$141,182QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$733PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$140,449AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$134,260DistributableAsAdjustedAmt
Undistributed Income PY$30,021UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$23,996ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$3,178ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$27,174TotalExcessDistributionCyovAmt
Qualifying Distributions$141,182QualifyingDistributionsAmt
Applied To Year1$30,021AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$111,161AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$23,099ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$23,099ExcessDistributionCyovAppCYAmt
Total Corpus$4,075TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,075ExcessDistriCyovToNextYrAmt
Excess From Year4$897ExcessFromYear4Amt
Excess From Year2$3,178ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWilliam H Belden Jr The Belden BricRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1700 West Tuscarawas StreetAddressLine1Txt
CityCantonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44702ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3304560031RecipientPhoneNum
Form And Info And MaterialsNo printed application form is used, but applicants are urged to supply such information that will enable the foundation to dertermine the need for the grant, its intended use, exempt status, and names of the applicants governing board.FormAndInfoAndMaterialsTxt
Submission DeadlinesApplications for grants can be submitted at any time.SubmissionDeadlinesTxt
Restrictions On AwardsThe foundation gives preference to applicants located in the communities in which The Belden Brick Company has its office and plants, but may be made elsewhere if funds are avaliable.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
United Way of Greater Stark County
401 Market Avenue North Suite 300CantonOH44702Charitable$14,000
Ohio Foundation of Independent Colleges
250 East Broad Street Suite 1700ColumbusOH43215Charitable$7,000
House of Loreto
2812 Harvard Avenue NWCantonOH44709Charitable$5,000
Cultural Center for the Arts
1001 Market Ave NCantonOH44702Charitable$6,000
Garaway Athletic Booster
P O Box 5Sugar CreekOH44681Charitable$9,000
St Patrick Catholic Church
313 N Depeyster StKentOH44240Charitable$500
Heartbeats of the City Inc
1525 Shorb Avenue NWCantonOH44703Charitable$5,000
Hospice of Western Reserve
576 Heisley RoadMentorOH44060Charitable$100
CommQuest
5257 Tanger AvenueCantonOH44705Charitable$2,500
Meals on Wheels of Stark & Wayne Counties
2363 Nave Road SEMassilllonOH44646Charitable$1,000
The Wilderness Center
P O Box 202WilmotOH44689Charitable$1,000
United Way of Tuscarawas County Inc
1458 Fifth Street NWNew PhiladelphiaOH44663Charitable$3,000
Canton Regional Chamber of Commerce Foundation
222 Market Aveneue NorthCantonOH44702Charitable$500
Early Childhood Resource Center
1718 Cleveland Avenue NWCantonOH44703Charitable$1,000
Aultman Women's Board Compassionate Care Center
2821 Woodlawn Avenue NWCantonOH44708Charitable$200
Canton Rotary Endowment Fund
203 Cleveland Ave NWCantonOH44702Charitable$200
Stark Economic Development Board
400 3rd Street SE Suite 310CantonOH44702Charitable$1,334
Akron-Canton Regional Food Bank
350 Opportunity ParkwayAkronOH44307Charitable$1,000
Friends of Fort Laurens Foundation
2831 Harrison Avenue NWCantonOH44709Charitable$500
Mercy Medical Center Development Foundation
1320 Mercy Drive NWCantonOH44708Charitable$500
Prescription Assistance Network
408 Ninth Street SW Suite 1450CantonOH44707Charitable$1,000
Canton Student Loan Foundation
4974 Higbee Aveneue NW Suite 204CantonOH44718Charitable$1,000
Boys and Girls Club of Massillon
730 Duncan Street SWMassillonOH44647Charitable$500
McKinley Presidential Library & Museum
800 McKinley Monument Drive NWCantonOH44702Charitable$1,000
Canton Preservation Society
131 Wertz NWCantonOH44708Charitable$500
American Red Cross of Stark and Muskingum Center
P O Box 2604Fort WayneIN46801Charitable$500
National First Ladies Library
205 Market Avenue SouthCantonOH44702Charitable$500
St John's Villa
P O Box 457CarrolltonOH44615Charitable$500
Walsh University
2020 East Maple StreetNorth CantonOH44720Charitable$1,000
Stark Community Foundation
400 Market Avenue North Suite 200CantonOH44702Charitable$200
Sacred Hearth Church of Wadsworth
260 Broad StreetWadsworthOH44281Charitable$200
Stark Community Foundation
400 Market Avenue North Suite 200CantonOH44702Charitable$250
Northeast Ohio Medical University Foundation
4209 St Rt 44RootstownOH44272Charitable$1,000
The Salvation Army of Canton
P O Box 20249CantonOH44701Charitable$500
Juvenile Diabetes Research Foundation
6100 Rockside Woods Blvd Suite 445IndependenceOH44131Charitable$1,500
The First Tee of Canton
P O Box 7555CantonOH44705Charitable$3,500
Refuge of Hope Ministries
405 Third Street NECantonOH44702Charitable$3,500
Malone University
2600 Cleveland Avenue NWCantonOH44709Charitable$500
Hammer and Nails Inc
907 11th Street NWCantonOH44703Charitable$500
Goodwill Industries of Greater Cleveland & East Central Ohio Inc
408 9th Street SWCantonOH44707Charitable$500
Community Harvest Inc
4915 Fulton Drive NW Unit 7CantonOH44718Charitable$500
Akron Children's Hospital
1 Perkins SquareAkronOH44308Charitable$1,000
Junior Achievement of East Central Ohio
4353 Executive Circle NWCantonOH44718Charitable$2,000
Tuscarawas County YMCA
600 Monroe StreetDoverOH44622Charitable$500
Pathway Caring for Children
4895 Dressler Road NW Suite ACantonOH44718Charitable$500
Project Rebuild
406 Shorb Avenue NWCantonOH44703Charitable$500
Buckeye Career Center Foundation Inc
P O Box 355New PhiladelphiaOH44663Charitable$500
Garaway Athletic Booster
P O Box 5Sugar CreekOH44681Charitable$8,000
United Way of Stark County
401 Market Avenue North Suite 300CantonOH44702Charitable$14,500
Whispering Grace
12882 Kimmens Road SWMassillonOH44647Charitable$1,000
Stark Community Foundation
400 Market Avenue North Suite 200CantonOH44702Charitable$250
Kent State University Foundation
P O Box 5190KentOH44240Charitable$8,000
Ohio & Erie Canalway Coalition
47 West Exchange StreetAkronOH44308Charitable$500
Stark Count Hunger Task Force
P O Box 20941CantonOH44701Charitable$500
Albany Medical Center Hospital co Melodies Center
43 New Scotland Avenue MC24AlbanyNY12208Charitable$200
Stark State College of Technology Foundation
6200 Frank Avenue NWCantonOH44799Charitable$500
University of Akron Foundation
InfoCision Stadium Suite 200AkronOH44325Charitable$500
The University of Mount Union
1972 Clark AvenueAllianceOH44601Charitable$1,000
Education Enhancement Project
400 Market Avenue North Suite BCantonOH44702Charitable$1,000
Tuscarawas County University Foundation
330 University Drive NENew PhiladelphiaOH44663Charitable$500
The Manufacturing Institute
733 10th Street NWWashingtonDC20001Charitable$1,000
Pro Football Hall of Fame
2121 George Halas Drive NWCantonOH44708Charitable$5,000
Healing Hands
P O Box 7522Grand RapidsMI49510Charitable$1,000
Ohio Foundation of Independent Colleges
250 East Broad Street Suite 1700ColumbusOH43215Charitable$7,000
Big Brothers and Sisters of Central Ohio
P O Box 6099New PhiladelphiaOH44663Charitable$500
Ohio Oil and Gas Education Foundation
1718 Columbus Road SWGranvilleOH43023Charitable$500
The Buckeye Institute
88 East Broad Street Suite 1120ColumbusOH43215Charitable$2,000
Turning Point of Stark County
P O Box 8003CantonOH44711Charitable$500
Invent Now
3701 Highland Park NWNorth CantonOH44720Charitable$2,500
Allison Rose Foundation
P O box 31842IndependenceOH44131Charitable$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$140,184TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,543ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$115,321ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$33,778ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$33,778TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax Return Preparation FeesCategoryTxt
Amt$2,500Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Apple Inc.$70,506$98,114
Archer Daniels Midland Company$30,782$37,897
Automatic Data Processing Inc.$27,523$85,228
Blackstone Mortgage Trust Inc.$30,673$35,046
CVS Health Corp$27,043$45,864
Eastman Chemical Company$70,358$72,671
Exxon Mobil Corp$8,008$136,380
Freeport McMoran Inc.$614$8,660
ITT Corp$2,905$7,241
Intel Corp$36,859$79,781
Intel Corp$20,192$25,483
Johnson & Johnson$31,011$64,525
Microsoft Corp$30,485$111,727
Microsoft Corp$32,224$68,864
Oracle Corp$75,363$76,078
Philip Morris Intl Inc.$30,022$33,380
Sherwin Williams Co.$913$9,050
Sherwin Williams Co.$66$72,003
Starwood Property Trust Inc.$24,126$28,087
Starwood Property Trust Inc.$48,307$39,262
Invitation Homes Inc$60,097$77,449
Sherwin Williams Co.$65$70,823
AT&T Inc.$40,379$36,817
ABBVIE Inc.$40,155$46,648
McDermott Intl Inc.$92,202$12,282
Proctor & Gamble Co.$40,054$40,996
Prudential Financial Inc.$40,229$34,251
Qualcomm Inc.$40,234$35,796

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (10 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Franklin Income Class AAT COST$35,000$33,386
Franklin Income Class AAT COST$150,000$129,435
Pimco All Asset All Authority Class AAT COST$222,155$220,877
AllianzGI NFJ Div Int & Prem StrategyAT COST$42,842$40,584
Blackrock Core Bond TrustAT COST$235,436$223,565
EV Short Duration Diversified Income FundAT COST$25,561$20,231
Templeton Global Income FundAT COST$37,956$21,557
ARES Capital CorpAT COST$25,654$21,812
Golub Capital BDC Inc.AT COST$25,430$23,498
Vanguard Prime Money Market AdmiralAT COST$200,556$200,556

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDividends ReceivableDesc
BOY Book Value$3,670BOYBookValueAmt
EOY Book Value$4,660EOYBookValueAmt
EOYFMV$4,660EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Ohio Filing Fee$200$0$200
Public Notice Fee$48$0$48
Bank Fees$63$63$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescReturn of CapitalDesc
Amt$3,143Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$6,327Amt
Net Investment Income$6,327NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Tax PaidCategoryTxt
Amt$122Amt
Net Investment Income$122NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt