MARGARET E BAKER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET E BAKER FOUNDATION (EIN 31-6665686)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201711309349101126
- 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
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T11:01:05-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 EA4E86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6143319547 | PhoneNum |
| Signature | 2017-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH B HULL | PreparerPersonNm |
| PTIN | P00135850 | PTIN |
| Phone | 6142327290 | PhoneNum |
| Preparation | 2017-04-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.168.85.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B3991D3AFD5E390DF407AA22C70731319063C05C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD934AC4464F59FDC9D1C6B8E7887F0AE854655E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,577,163 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $58,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $591,978 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,046 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $174,706 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $174,706 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,144 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,572 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,572 | 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 | $246 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $246 | 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 Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,047 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $133,716 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $133,716 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,613 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $131 | CashEOYAmt |
| Cash EOYFMV | $131 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,018 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,018 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,621,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,583,495 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,344,770 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $179,834 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $164,043 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $155,244 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,805,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,824,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,577,163 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,805,944 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,824,687 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,805,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,824,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,805,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,824,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,805,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,850 | ExcessRevenueOverExpensesAmt |
| Other Increases | $517 | OtherIncreasesAmt |
| Subtotal | $1,825,311 | SubtotalAmt |
| Other Decreases | $624 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,824,687 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 300. BALL CORP W/1 RT/SH | 2014-03-04 | 2016-11-21 | $22,714 | $16,767 | $5,947 | $5,947 | |
| 625. BAXALTA INC | 2014-03-04 | 2016-06-06 | $29,027 | $19,982 | $9,045 | $9,045 | |
| .447 CALIFORINA RESOURCES CRP | 2001-03-22 | 2016-04-13 | $1 | $1 | $1 | ||
| .7 CALIFORINA RESOURCES CRP | 2001-03-22 | 2016-06-14 | $13 | $6 | $7 | $7 | |
| 19. CALIFORINA RESOURCES CRP | 2001-03-22 | 2016-10-11 | $225 | $168 | $57 | $57 | |
| 140. THE CHEMOURS COMPANY | 2007-06-01 | 2016-05-18 | $1,452 | $1,798 | -$346 | -$346 | |
| 195. CLOROX COMPANY | 1992-03-16 | 2016-10-11 | $23,484 | $2,313 | $21,171 | $21,171 | |
| 267. DELL TECHNOLOGIES INC CL V | 2015-01-01 | 2016-10-11 | $12,531 | $12,602 | -$71 | -$71 | |
| .504 DELL TECHNOLOGIES INC CL V | 2015-01-01 | 2016-11-21 | $24 | $24 | |||
| 200. DUPONT DE NEMOURS CO | 2007-06-01 | 2016-11-21 | $13,814 | $10,118 | $3,696 | $3,696 | |
| 2400. E.M.C. CORP | 2016-09-07 | $70,346 | $30,596 | $39,750 | $39,750 | ||
| 300. EXPRESS SCRIPTS HOLDING CO | 2014-03-04 | 2016-11-21 | $22,838 | $22,599 | $239 | $239 | |
| 300. EXPRESS SCRIPTS HOLDING CO | 2014-03-04 | 2016-12-01 | $22,713 | $22,599 | $114 | $114 | |
| 520. FEDERATED TOTAL RETURN BOND FUND #328 | 2013-06-07 | 2016-01-19 | $5,528 | $6,077 | -$549 | -$549 | |
| 5198.534 FEDERATED TOTAL RETURN GOVERNMENT BOND FUND - INSTITUTIONAL C | 2016-10-11 | $57,756 | $59,714 | -$1,958 | -$1,958 | ||
| 660. FRANKLIN RES INC | 2012-05-01 | 2016-10-11 | $22,948 | $27,958 | -$5,010 | -$5,010 | |
| 200. ILLINOIS TOOL WORKS INC COM | 2010-04-21 | 2016-11-21 | $24,722 | $10,173 | $14,549 | $14,549 | |
| 3176.044 RATIONAL RISK MANAGED EMERGING MARKETS I | 2011-03-23 | 2016-10-11 | $22,868 | $35,254 | -$12,386 | -$12,386 | |
| 285.088 RATIONAL DEFENSIVE GROWTH INSTL | 2016-05-18 | $1,300 | $4,862 | -$3,562 | -$3,562 | ||
| 2735.975 RATIONAL DEFENSIVE GROWTH INSTL | 2016-06-09 | $13,133 | $62,505 | -$49,372 | -$49,372 | ||
| 400. OCCIDENTAL PETROLEUM CORP | 2001-03-22 | 2016-11-21 | $27,995 | $4,625 | $23,370 | $23,370 | |
| 200. PARKER HANNIFIN CORP | 2013-01-24 | 2016-11-21 | $27,436 | $18,812 | $8,624 | $8,624 | |
| 580. TECH SELECT SECTOR | 2010-04-07 | 2016-10-11 | $27,341 | $13,583 | $13,758 | $13,758 | |
| 1355. TECH SELECT SECTOR | 2016-11-21 | $64,525 | $33,939 | $30,586 | $30,586 | ||
| 350. SEMPRA ENERGY CORP | 2012-05-01 | 2016-01-21 | $31,652 | $22,869 | $8,783 | $8,783 | |
| .625 SHIRE PLC ADR | 2016-06-06 | 2016-06-21 | $107 | $120 | -$13 | -$13 | |
| 92. SHIRE PLC ADR | 2016-06-06 | 2016-10-11 | $17,414 | $17,657 | -$243 | -$243 | |
| 265. STATE STREET CORP | 2014-03-04 | 2016-11-21 | $20,810 | $17,617 | $3,193 | $3,193 | |
| 175. WP GLIMCHER INC | 2016-05-18 | $1,701 | $595 | $1,106 | $1,106 | ||
| CAPITAL GAIN DIVIDENDS | $5,560 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,046 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $225,538 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,569,619 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087771 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,982 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,690,111 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052036 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $143,824 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,526,902 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056917 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $253,828 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,337,385 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108595 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $337,609 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,409,528 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.140114 | DistributionYr5Rt |
| Total Distribution | 0.445433 | TotalDistributionRt |
| Average Distribution | 0.089087 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,466,520 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $219,735 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,636 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $221,371 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $144,763 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,584 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,584 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,688 | 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 | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 DEP EA4E86 | 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 | $21,144 | 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 | $2,470,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,414 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,504,081 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,504,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,561 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,466,520 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,272 | TotalTaxAmt |
| Distributable Before Adj | $120,054 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,054 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,054 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,763 | 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 | $144,763 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $144,763 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,054 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $220,103 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $138,201 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,526 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,551 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $98,641 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $490,022 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $144,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,054 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,709 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $514,731 | 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 | $220,103 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $294,628 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $138,201 | ExcessFromYear4Amt |
| Excess From Year3 | $19,526 | ExcessFromYear3Amt |
| Excess From Year2 | $13,551 | ExcessFromYear2Amt |
| Excess From Year1 | $98,641 | ExcessFromYear1Amt |
| Excess From Current Year | $24,709 | 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 | $133,716 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $133,716 | 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 | $58,660 | 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 | $116,046 | 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 | $174,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,706 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Short Explanation | TRUSTEE FEES | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED SHORT-INTERMEDIATE T | $33,770 | $32,046 |
| FEDERATED TOTAL RETURN BOND FU | $47,608 | $43,918 |
| FEDERATED MORTGAGE FUND-INSTIT | $32,665 | $29,532 |
| FEDERATED TOTAL RETURN GOVERNM | ||
| FEDERATED INSTITUTIONAL HIGH | $50,000 | $49,748 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $33,149 | $55,289 |
| APPLE INC | $59,142 | $81,074 |
| AUTOMATIC DATA PROCESSING | $28,667 | $82,224 |
| BALL CORP W/1 PFD STK PUR RT/S | $27,945 | $37,535 |
| BAXALTA INC | ||
| BAXTER INTERNATIONAL INC W/1 R | $23,449 | $27,713 |
| BERKSHIRE HATHAWAY INC CL B | $46,898 | $65,192 |
| BRISTOL-MYERS SQUIBB CO | $24,048 | $58,440 |
| CDK GLOBAL INC | $4,062 | $15,878 |
| CVS HEALTH CORPORATION | $26,952 | $47,346 |
| CALIFORINA RESOURCES CRP | ||
| THE CHEMOURS COMPANY | ||
| CHURCH & DWIGHT CO INC W/1 RT/ | $41,375 | $53,028 |
| CISCO SYSTEMS | $30,279 | $39,286 |
| CLOROX CO | $4,211 | $42,607 |
| CONOCOPHILLIPS | $18,673 | $45,126 |
| DU PONT E I DE NEMOURS & CO | $25,296 | $36,700 |
| EMC CORP/MASS | ||
| EMERSON ELECTRIC CO | $53,827 | $61,325 |
| EXPRESS SCRIPTS HOLDING CO | ||
| EXXON MOBIL CORP | $14,757 | $58,669 |
| FISERV INC | $24,710 | $106,280 |
| FRANKLIN RES INC | ||
| GENERAL ELECTRIC CO | $19,762 | $52,456 |
| GENUINE PARTS CO W/1 RT/SH | $15,693 | $47,770 |
| GILEAD SCIENCES INC | $43,523 | $37,595 |
| HUNTINGTON GLOBAL SELECT MARKE | ||
| RATIONAL SITUS FUND III | ||
| ILLINOIS TOOL WORKS | $20,346 | $48,984 |
| IBM CORP | $41,930 | $37,348 |
| ISHARES MSCI EAFE ETF | $109,116 | $103,914 |
| JP MORGAN CHASE&CO | $32,321 | $86,290 |
| JOHNSON & JOHNSON | $35,175 | $63,366 |
| MERCK & CO INC | $16,785 | $50,040 |
| OCCIDENTAL PETROLEUM CORP | ||
| ORACLE CORPORATION | $19,899 | $32,683 |
| PARKER HANNIFIN CORP | $25,396 | $37,800 |
| PHILLIPS 66 | $5,888 | $38,885 |
| PRUDENTIAL FINANCIAL INC | $46,557 | $57,233 |
| QUALCOMM INC | $41,749 | $35,860 |
| SCHLUMBERGER LTD | $36,878 | $33,580 |
| TECHNOLOGY SELECT SECTOR SPDR | ||
| SEMPRA ENERGY | ||
| SIMON PROPERTY GROUP INC | $9,713 | $62,185 |
| SOUTHERN CO | $14,856 | $19,676 |
| STATE STREET CORP | $28,919 | $33,808 |
| TJX COMPANIES INC | $36,952 | $45,078 |
| TRACTOR SUPPLY COMPANY | $39,421 | $41,696 |
| TUPPERWARE CORP TUPPERWARE BRA | $7,628 | $26,310 |
| U S BANCORP | $29,950 | $51,370 |
| VIACOM INC CLASS B | ||
| WP GLIMCHER INC | ||
| WHOLE FOODS MARKET INC | ||
| WASHINGTON PRIME GROUP INC W/1 | ||
| HUNTINGTON REAL STRATEGIES FUN | ||
| HUTINGTON SITUS FUND III | ||
| ALPHABET INC - CL A | $32,333 | $31,698 |
| AMGEN INC | $20,500 | $18,276 |
| CELGENE CORP | $20,220 | $19,678 |
| DFA US SMALL CAP PORTFOLIO | $38,000 | $38,294 |
| M & T BANK CORP | $20,481 | $21,900 |
| NEXTERA ENERGY INC | $22,838 | $23,892 |
| AMERICAN FUNDS-NEW WORLD FUND- | $25,500 | $24,207 |
| PNC FINANCIAL SERVICES | $36,111 | $46,784 |
| PRUDENTIAL JENNISON MID CAP | $75,000 | $70,776 |
| THERMO FISHER SCIENTIFIC INC 1 | $20,924 | $21,165 |
| VIACOM INC CLASS B | $36,919 | $14,918 |
| WHOLE FOODS MARKET INC | $39,061 | $24,608 |
| BROADCOM LTD | $29,711 | $30,935 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2016 INCOME POSTED IN 2017 | $622 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2015 INCOME POSTED IN 2016 | $424 |
| 2016 DIVIDENDS REVERSED IN 2017 | $93 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $241 | $241 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $5 | $5 | $0 |