THE TIM AND JONI WOOFTER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE TIM AND JONI WOOFTER FAMILY FOUNDATION (EIN 34-1892080)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349101030
- 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
- Form 990-PF
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T09:25:35-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341667340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACKER THOMAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6601 WESTFORD PLACE SUITE 101 | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341892080 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TIM AND JONI WOOFTER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIMA | BusinessNameControlTxt |
| Phone | 8008265243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8845 STATE ROAD NE | AddressLine1Txt |
| City | KINSMAN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY WOOFTER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008265243 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM VENNETTI | PreparerPersonNm |
| PTIN | P00764861 | PTIN |
| Phone | 3305339777 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.144.152.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 08:46:45 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3DF8CC953E7F939060A1E50D8467AC74853B587E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7E1449F573E74003B79768EA64CA0A2855D5921D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $663,467 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,078 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,857 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,078 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,439 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,327 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,406 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,530 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,428 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,428 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $455,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $445,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $483,716 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,933 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $48,008 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $47,403 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $71,516 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $79,324 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,920 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $608,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $603,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $663,467 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $608,803 | RetainedEarningBOYAmt |
| Retained Earning EOY | $603,037 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $608,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $603,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $608,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $603,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $608,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $603,115 | SubtotalAmt |
| Other Decreases | $78 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $603,037 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .325 SHS ALLERGAN PLC | P | 2016-10-31 | 2018-03-01 | $48 | $73 | -$25 | -$25 |
| 88 SHS ALLERGAN PLC | P | 2016-10-31 | 2018-08-02 | $16,075 | $19,781 | -$3,706 | -$3,706 |
| 25,000 FNMA | P | 2018-01-01 | 2018-07-25 | $437 | $437 | $0 | $0 |
| 25,000 FNMA | P | 2018-01-01 | 2018-09-25 | $356 | $356 | $0 | $0 |
| 25,000 FNMA | P | 2018-01-01 | 2018-10-25 | $166 | $166 | $0 | $0 |
| 25,000 GNMA | P | 2018-01-01 | 2018-08-20 | $207 | $207 | $0 | $0 |
| 25,000 GNMA | P | 2018-01-01 | 2018-09-20 | $759 | $759 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $7,809 | $7,809 | $7,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,078 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $569,390 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.013084 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,610 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $413,827 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037721 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,456 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $390,636 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070285 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $359,836 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036405 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $302,110 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031777 | DistributionYr5Rt |
| Total Distribution | 0.189272 | TotalDistributionRt |
| Average Distribution | 0.037854 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $712,269 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,962 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $244 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,206 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $244 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $316 | OverpaymentAmt |
| Applied To ES Tax | $316 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY WOOFTER | IndividualWithBooksNm |
| Phone | 8008265243 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8845 STATE ROAD | AddressLine1Txt |
| City | KINSMAN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY WOOFTER | ||||||||
| 8845 STATE ROAD | KINSMAN | OH | 44428 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JONI WOOFTER | ||||||||
| 8845 STATE ROAD | KINSMAN | OH | 44428 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EDWARD L TING | ||||||||
| 521 SYCAMORE TRAIL | CORTLAND | OH | 44410 | TRUSTEE | 0.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $692,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $723,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $723,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,847 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $712,269 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $244 | TotalTaxAmt |
| Distributable Before Adj | $35,369 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $35,369 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $35,369 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $244 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $35,369 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,386 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,386 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,814 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $26,555 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL WELFARE LEAGUE | |||||||
| 545 BRUNSTETTER RD SW | WARREN | OH | 44481 | NONE | PC | CHARITABLE | $2,000 |
| BADGER HOT STOVE BASEBALL | |||||||
| P O BOX 369 | KINSMAN | OH | 44428 | NONE | PC | CHARITABLE | $500 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| 4989 STATE RT 37 E | DELAWARE | OH | 43015 | NONE | PC | CHARITABLE | $1,000 |
| CHILDREN'S REHABILITATION CENTER | |||||||
| 885 HOWLAND WILSON ROAD | WARREN | OH | 44484 | NONE | PC | CHARITABLE | $6,000 |
| CHOW | |||||||
| 2372 MORSE AVE | IRVINE | CA | 92614 | NONE | PC | CHARITABLE | $500 |
| CIVIL WAR PRESERVATION TRUST | |||||||
| 1331 H STREET SUITE 1001 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $1,000 |
| CORTLAND AREA CARES | |||||||
| 1000 FOWLER ST | CORTLAND | OH | 44410 | NONE | PC | CHARITABLE | $2,000 |
| HARTFORD COMMUNITY CHURCH | |||||||
| 3334 OH7 | HARTFORD | OH | 44424 | NONE | PC | CHARITABLE | $2,000 |
| HARTFORD TOWNSHIP | |||||||
| PO BOX 70 | HARTFORD | OH | 44424 | NONE | PC | CHARITABLE | $5,000 |
| NEOCAHT | |||||||
| PO BOX 648 | WARREN | OH | 44482 | NONE | PC | CHARITABLE | $500 |
| NESFACE | |||||||
| PO BOX 474 | KINSMAN | OH | 44428 | NONE | PC | CHARITABLE | $5,000 |
| PATCHWORK FOUNDATIONS | |||||||
| PO BOX 154 | KINSMAN | OH | 44428 | NONE | PC | CHARITABLE | $1,000 |
| SOMEPLACE SAFE INC | |||||||
| 1540 TOD AVENUE NW | WARREN | OH | 44485 | NONE | PC | CHARITABLE | $500 |
| TRUMBULL FAMILY FITNESS | |||||||
| 210 HIGH STREET | WARREN | OH | 44481 | NONE | PC | CHARITABLE | $1,000 |
| TRUMBULL MOBILE MEALS | |||||||
| 323 E MARKET STREET | WARREN | OH | 44481 | NONE | PC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,361 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,078 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,439 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,439 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE B | FormAndLineReferenceDesc |
| Medium Explanation | THIS STATEMENT IS PROVIDED TO FULFILL THE SUBSTANTIATION REQUIREMENTS FOR CHARITABLE CONTRIBUTIONS SET FORTH IN IRC SECTION 170(F)(8). THE AMOUNTS AND DESCRIPTIONS OF THE CONTRIBUTIONS, IF ANY, REPORTED IN SCHEDULE B OF THIS RETURN ARE HEREBY INCORPORATED BY REFERENCE IN THIS STATEMENT. NO GOODS OR SERVICES WERE PROVIDED IN EXCHANGED FOR ANY OF THESE CONTRIBUTIONS. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 25,000 FEDERAL NATIONAL MORTGAGE ASSOC | $24,046 | $23,176 |
| 25,000 GOVERNMENT NATIONAL MORTGAGE ASSOC | $23,962 | $24,227 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 16,896 SHS CORTLAND BANCORP | $290,075 | $346,368 |
| 775 SHS AMTRUST FINANCIAL | $19,915 | $9,447 |
| 1,000 SHS ANNALY CAPITAL MGMT | $25,795 | $24,760 |
| 775 SHS CUSTOMERS BANCORP INC | $20,098 | $18,298 |
| 550 SHS JP MORGAN CHASE & CO | $14,002 | $14,179 |
| 1,000 SHS TWO HARBORS | $26,404 | $24,820 |
| 15 SHS WELLS FARGO & COMPANY | $19,955 | $18,929 |
| 760 SHS WESTERN ALLIANCE BANCORP | $19,532 | $18,835 |
| 400 SHS HERSHA HOSPITALITY | $9,501 | $8,080 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 140.73 SHS EUROPACIFIC GROWTH | AT COST | $5,662 | $6,344 |
| 593.656 SHS GROWTH FUND OF AMERICA | AT COST | $21,268 | $25,385 |
| 594.593 SHS NEW ECONOMY | AT COST | $17,779 | $23,102 |
| 624.270 SHS NEW PERSPECTIVE | AT COST | $19,267 | $23,516 |
| 502.632 SHS SMALLCAP WORLD | AT COST | $15,348 | $23,573 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $78 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE OF OHIO FILING FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $33 | $33 | $0 | $0 |
| FEDERAL EXCISE TAX PAID FOR 2017 | $534 | $0 | $0 | $0 |
| ESTIMATED TAX PAYMENT | $560 | $0 | $0 | $0 |