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The Belden Brick Charitable Trust: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
The Belden Brick Charitable Trust (EIN 34-6565519)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-07
IRS object ID
201713119349100646
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-07T15:21:11-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott F Whetstone CPAPreparerPersonNm
PTINP00167127PTIN
Phone3304920094PhoneNum
Preparation2017-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.103.148.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-07IPDt
IP Tm10:03:01IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDC735AE6384663640BFF6405C6EA9C1C9A61C629AtSubmissionCreationDeviceId
At Submission Filing Device Id79A1420AB7816F583108382DB13FA297F4E03C3AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,602,178FMVAssetsEOYAmt
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$75,846DividendsRevAndExpnssAmt
Dividends Net Invst Incm$75,846DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$745NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,346GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$745CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$76,591TotalRevAndExpnssAmt
Total Net Invst Incm$76,591TotalNetInvstIncmAmt
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$2,350AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,645AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$705AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,103TaxesRevAndExpnssAmt
Taxes Net Invst Incm$103TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$347OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$99OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$248OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,800TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,847TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$953TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,330ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,330ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$131,130TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,847TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$126,283TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$54,539ExcessRevenueOverExpensesAmt
Net Investment Income$74,744NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,848CashBOYAmt
Cash EOY$33,902CashEOYAmt
Cash EOYFMV$33,902CashEOYFMVAmt
Sav And Temp Cash Invst BOY$314,086SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$268,380SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$268,380SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,150,409CorporateStockBOYAmt
Corporate Stock EOY$1,150,250CorporateStockEOYAmt
Corporate Stock EOYFMV$1,534,293CorporateStockEOYFMVAmt
Other Investments BOY$866,230OtherInvestmentsBOYAmt
Other Investments EOY$863,749OtherInvestmentsEOYAmt
Other Investments EOYFMV$762,269OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,572OtherAssetsBOYAmt
Other Assets EOY$3,334OtherAssetsEOYAmt
Other Assets EOYFMV$3,334OtherAssetsEOYFMVAmt
Total Assets BOY$2,367,145TotalAssetsBOYAmt
Total Assets EOY$2,319,615TotalAssetsEOYAmt
Total Assets EOYFMV$2,602,178TotalAssetsEOYFMVAmt
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$2,367,145RetainedEarningBOYAmt
Retained Earning EOY$2,319,615RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,367,145TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,319,615TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,367,145TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,319,615TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,367,145TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$54,539ExcessRevenueOverExpensesAmt
Other Increases$7,009OtherIncreasesAmt
Subtotal$2,319,615SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,319,615TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
Other TransactionsP2016-12-31$1,601-$1,601-$1,601
Capital Gains DividendsP$2,346$2,346$2,346
FieldValueIRS element (for citing)
Capital Gain Net Income$745CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$118,408AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,566,002NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046145DistributionYr1Rt
Adjusted Qlfy Distri Yr2$137,221AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,663,057NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051528DistributionYr2Rt
Adjusted Qlfy Distri Yr3$106,812AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,485,846NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042968DistributionYr3Rt
Adjusted Qlfy Distri Yr4$99,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,256,418NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044096DistributionYr4Rt
Adjusted Qlfy Distri Yr5$89,626AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,920,841NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046660DistributionYr5Rt
Total Distribution0.231397TotalDistributionRt
Average Distribution0.046279AverageDistributionRt
Net Vl Noncharitable Assets$2,477,045NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$114,635AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$747NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$115,382AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$126,283QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$747InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$747SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$747TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,351EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$3,000AppliedToEsTaxAmt
Total Payments And Credits$4,351TotalPaymentsAndCreditsAmt
Overpayment$3,604OverpaymentAmt
Applied To ES Tax$3,604AppliedToESTaxAmt
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

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$2,190,158AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$324,608AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,514,766TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,514,766AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,721CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,477,045NetVlNoncharitableAssetsAmt
Minimum Investment Return$123,852MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$123,852MinimumInvestmentReturnAmt
Tax Based On Investment Income$747TaxBasedOnInvestmentIncomeAmt
Total Tax$747TotalTaxAmt
Distributable Before Adj$123,105DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$123,105DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$123,105DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$126,283ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$126,283QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$747PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$125,536AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$123,105DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$23,996ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$23,996TotalExcessDistributionCyovAmt
Qualifying Distributions$126,283QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$123,105AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,178RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$27,174TotalCorpusAmt
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$27,174ExcessDistriCyovToNextYrAmt
Excess From Year2$23,996ExcessFromYear2Amt
Excess From Current Year$3,178ExcessFromCurrentYearAmt

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 (67 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Stark County District Library Foundation
715 Market AvenueCantonOH44702Charitable$2,000
Stark Development Board
116 Cleveland Avenue NW - Suite 600CantonOH44702Charitable$1,200
Early Childhood Research Center - Canton OH
1718 Cleveland Avenue NWCantonOH44703Charitable$1,000
Canton Challenger Baseball
3078 Huntcliffe Road NECantonOH44721Charitable$1,000
Stark Community Foundation
400 Market Avenue N 200CantonOH44702Charitable$2,000
The Wilderness Center
9877 Alabama Avenue SWWilmontOH44689Charitable$1,000
Walsh University
2020 East Maple StreetNorth CantonOH44720Charitable$3,000
CRCC Foundation
222 Market Avenue SCantonOH44702Charitable$500
Rotary Club of Canton
116 Cleveland Avenue NWCantonOH44702Charitable$200
Mercy Medical Center Development Foundation
1320 Mercy Drive NWCantonOH44708Charitable$500
Boys & Girls Club of Massillon
730 Duncan StreetMassillonOH44647Charitable$500
Kent State University
800 East Summit StreetKentOH44240Charitable$8,000
United Way of Tuscarawas County
1458 Fifth Street NW - PO Box 525New PhiladelphiaOH44663Charitable$3,000
Ohio Foundation of lndependent Colleges
250 East Broad StreetColumbusOH43215Charitable$7,000
Canton Preservation Society
131 Wertz NWCantonOH44708Charitable$500
Manufacturing Institute
733 Tenth Street NW Suite 700WashingtonDC20001Charitable$1,000
Pro Football Hall of Fame
2121 George Halas Drive NWCantonOH44708Charitable$5,000
William Mickinley Presidential Library & Museum
800 McKinley Monument Drive NWCantonOH44708Charitable$1,000
Invent Now - Faircrest Project
3701 Highland Park NWNorth CantonOH44720Charitable$2,500
Juvenile Diabetes Research Foundation
6100 Rockside Woods Blvd 445IndependeceOH44131Charitable$1,500
St John's Villa
701 Crest Street - PO Box 457CarrolltonOH44615Charitable$500
Akron-Canton Regional Foodbank
350 Opportunity ParkwayAkronOH44307Charitable$1,000
Goodwill Industries
408 Ninth Street SWCantonOH44707Charitable$1,000
First Tee of Canton
2525 Twentyfifth Street NWCantonOH44705Charitable$3,500
American Red Cross
408 Ninth Street NWCantonOH44707Charitable$1,000
Project Rebuild
406 Shorb AvenueCantonOH44703Charitable$500
Community Harvest
4915 Gulton Drive NW Unit 7CantonOH44718Charitable$500
Arts in Stark
PO Box 21190CantonOH44701Charitable$430
Pathway Caring for Children
4895 Dressler Road NWCantonOH44718Charitable$500
University of Akron Foundation
302 Buchtel CommonsAkronOH44398Charitable$1,000
Ohio Oil & Gas Energy Education Foundation
1718 Columbus Road SWGranvilleOH43023Charitable$500
Ursuline College - Cleveland OH
2550 Lander RoadPepper PikeOH44124Charitable$2,500
Whispering Grace Horses
12882 Kimmens Road SWMassillonOH44647Charitable$1,000
Stark County District Library Foundation
715 Market AvenueCantonOH44702Charitable$2,500
Congregation of Divine Spirit
2812 Harvard Avenue NWCantonOH44709Charitable$5,000
Akron Children's Hospital Foundation
1 Perkins SquareAkronOH44308Charitable$10,000
Canton Preservation Society
131 Wertz NWCantonOH44708Charitable$500
Goodwill Industries
408 Ninth Street SWCantonOH44707Charitable$500
Junior Achievement of East Central Ohio
4353 Executive Circle NWCantonOH44718Charitable$2,500
Malone University
2600 Cleveland Avenue NWCantonOH44709Charitable$500
Walsh University
2020 East Maple StreetNorth CantonOH44720Charitable$1,000
University of Mount Union
1972 Clark AvenueAllianceOH44601Charitable$1,000
Prescription Assistance Network
408 Ninth Street SW Suite 1450CantonOH44707Charitable$1,000
Salvation Army of Canton
PO Box 20249CantonOH44701Charitable$500
The Buckeye Institute
88 East Broad StreetColumbusOH43215Charitable$1,000
Stark Education Partnership
400 Market Avenue N Suite BCantonOH44702Charitable$1,000
Stark State College Foundation
6200 Frank Avenue NWCantonOH44799Charitable$500
National First Ladies Library
250 Market Avenue SCantonOH44702Charitable$500
Healing Hands - Grand Rapids Michigan
PO Box 7522Grand RapidsMI49510Charitable$1,000
Friends of Ft Laurens Foundation - Bolivar OH
2831 Harrison Avenue NWCantonOH44709Charitable$500
Canton Student Loan Foundation
4974 Highbee Avenue NW - Suite 204CantonOH44718Charitable$1,000
CRCC Foundation
222 Market Avenue SCantonOH44702Charitable$2,500
Central Catholic High School
4824 Tuscarawas StreetCantonOH44708Charitable$5,000
Ohio & Erie Canalway Coalition
47 West Exchange StreetAkronOH44308Charitable$500
United Way of Greater Stark County
401 Market Avenue N Suite 300CantonOH44702Charitable$14,000
YMCA of Stark County
1333 North Park Ave NWCantonOH44708Charitable$1,500
Union Hospital
659 Boulevard StreetDoverOH44622Charitable$2,500
Cultural Center for the Arts
PO Box 21190CantonOH44701Charitable$6,000
Hammer & Nails Inc
PO Box 8224CantonOH44711Charitable$500
KSU - Tuscarawas Foundation
300 University Drive NENew PhiladelphiaOH44663Charitable$1,000
Stark County Hunger Task Force
PO Box 20941CantonOH44701Charitable$500
Tuscarawas County YMCA
600 Monroe StreetDoverOH44622Charitable$500
Turning Point of Stark County
1221 Harrisburg Road NECantonOH44705Charitable$500
Buckeye Career Center Foundation
PO Box 355New PhiladelphiaOH44663Charitable$500
Canton City Schools Digital Academy
401 Fourteenth StreetCantonOH44707Charitable$500
Big Brother Big Sister Canton
160 Monroe Avenue NW Suite 100DNew PhiladelphiaOH44663Charitable$500
Echoing Hills Village Inc
36272 County Road 79WarsawOH43844Charitable$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,330TotalGrantOrContriPdDurYrAmt
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$75,846ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$745ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$76,591ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,591TotalIncomeProducingActyAmt

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$2,350Amt
Net Investment Income$1,645NetInvestmentIncomeAmt
Disbursements Charitable Prps$705DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Anadarko Petroleum Corp$73,675$61,083
Apple Inc.$70,506$72,040
Archer Daniels Midland Company$30,782$42,226
ARES Capital Corp$25,654$23,086
Automatic Data Processing Inc.$27,523$66,807
Blackstone Mortgage Trust Inc.$30,673$33,077
CDK Global Inc.$3,970$12,893
CVS Health Corp$27,043$55,237
Chicago Bridge & Iron Company$92,243$72,390
Clorox Company$30,572$57,010
Colony Starwood Homes$8,180$8,211
Colony Starwood Homes$53,256$60,645
Diamond Offshore Drilling Inc.$29,632$7,965
Eastman Chemical Company$70,358$74,759
Exxon Mobil Corp$8,008$180,520
Fluor Corp$70,329$66,595
Freeport McMoran Inc.$614$11,080
Golub Capital BDC Inc.$25,430$26,206
Harris Corp$2,377$3,074
ITT Corp$2,905$5,786
Intel Corp$36,859$61,659
Intel Corp$20,192$19,695
Johnson & Johnson$31,011$57,605
Microsoft Corp$30,485$68,354
Microsoft Corp$32,224$42,131
National Oilwell Varco Inc.$50,654$32,198
Oracle Corp$75,363$64,788
Philip Morris Intl Inc.$30,022$45,745
Scana Corp$16,160$40,451
Sherwin Williams Co.$66$49,179
Sherwin Williams Co.$913$6,181
Starwood Property Trust Inc.$24,126$31,279
Starwood Property Trust Inc.$48,307$43,724
Starwood Waypoint Residential Trust$0$0
Starwood Waypoint Residential Trust$0$0
Vectrus Inc.$226$382
Xylem Inc.$8,740$14,856
Ensco Plc$30,695$5,589
Ensco Plc$30,477$9,787

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (11 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FairholmeAT COST$12,047$7,785
FairholmeAT COST$4,632$5,282
FairholmeAT COST$953$934
Franklin Income Class AAT COST$35,000$36,038
Franklin Income Class AAT COST$150,000$139,718
Pimco All Asset All Authority Class AAT COST$280,130$215,490
AllianzGI NFJ Div Int & Prem StrategyAT COST$49,166$47,918
Alpine Global Premier Properties FundAT COST$31,042$25,009
Blackrock Core Bond TrustAT COST$235,436$238,408
EV Short Duration Diversified Income FundAT COST$26,404$22,523
Templeton Global Income FundAT COST$38,939$23,164

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDividends ReceivableDesc
BOY Book Value$3,572BOYBookValueAmt
EOY Book Value$3,334EOYBookValueAmt
EOYFMV$3,334EOYFMVAmt

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$99$99$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescReturn of CapitalDesc
Amt$7,009Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Federal Excise Tax$3,000$0$0
Foreign Tax Paid$103$103$0