LAWRENCE N ACORD TRUST 200189 HUNTINGTON NATL BK TRUST DEPT: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE N ACORD TRUST 200189 HUNTINGTON NATL BK TRUST DEPT (EIN 31-6111753)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-10
- IRS object ID
- 202601009349100805
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T10:03:01-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT ST 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316111753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACORD LAWRENCE CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACOR | BusinessNameControlTxt |
| Phone | 6143319473 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6143319473 | PhoneNum |
| Signature | 2026-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2026-03-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $278,518 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,120 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,120 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,032 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,256 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $19,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,376 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,093 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $546 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $546 | 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 | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56 | 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 | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,896 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,804 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,804 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$613 | CashEOYAmt |
| Cash EOYFMV | -$613 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,845 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,135 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,135 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $257,833 | CorporateStockBOYAmt |
| Corporate Stock EOY | $262,010 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $272,996 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $262,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $278,518 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $262,678 | CapitalStockBOYAmt |
| Capital Stock EOY | $267,532 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $262,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $267,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $262,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $267,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $262,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,930 | ExcessRevenueOverExpensesAmt |
| Other Increases | $19 | OtherIncreasesAmt |
| Subtotal | $267,627 | SubtotalAmt |
| Other Decreases | $95 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $267,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8.72 JPMORGAN TR I | 2023-07-14 | 2025-01-22 | $294 | $244 | $50 | $50 | |
| 13.52 JPMORGAN TR II | 2021-05-03 | 2025-01-22 | $1,128 | $860 | $268 | $268 | |
| 17. SPDR SER TR | 2024-01-05 | 2025-01-22 | $1,258 | $979 | $279 | $279 | |
| 28.49 VICTORY PORTFOLIOS | 2025-01-22 | $1,353 | $1,389 | -$36 | -$36 | ||
| 115. VICTORY PORTFOLIOS | 2025-01-22 | $5,459 | $5,900 | -$441 | -$441 | ||
| 10.9 ARTISAN PARTNERS FDS INC | 2024-08-09 | 2025-02-14 | $543 | $537 | $6 | $6 | |
| 1.94059 COHEN & STEERS REAL ESTATE SECS FD | 2024-10-21 | 2025-02-14 | $34 | $36 | -$2 | -$2 | |
| 12.75941 COHEN & STEERS REAL ESTATE SECS FD | 2024-10-21 | 2025-02-14 | $226 | $239 | -$13 | -$13 | |
| 13.51497 CULLEN FDS TR | 2024-07-19 | 2025-02-14 | $174 | $177 | -$3 | -$3 | |
| 9.04503 CULLEN FDS TR | 2024-07-19 | 2025-02-14 | $117 | $118 | -$1 | -$1 | |
| 1.52 DRIEHAUS MUT FDS | 2024-07-19 | 2025-02-14 | $35 | $34 | $1 | $1 | |
| 11. FIDELITY COVINGTON TR | 2025-01-22 | 2025-02-14 | $377 | $381 | -$4 | -$4 | |
| 22.91 FIRST EAGLE FDS | 2022-05-19 | 2025-02-14 | $602 | $550 | $52 | $52 | |
| 39.59 JPMORGAN TR I | 2025-02-14 | $1,338 | $1,236 | $102 | $102 | ||
| 335.04 JPMORGAN TR I | 2025-02-14 | $11,324 | $9,400 | $1,924 | $1,924 | ||
| 16.15 JPMORGAN TR II | 2021-05-03 | 2025-02-14 | $1,346 | $1,027 | $319 | $319 | |
| 5.51 LOOMIS SAYLES FDS II | 2022-05-19 | 2025-02-14 | $54 | $56 | -$2 | -$2 | |
| 28.01 PIMCO EQUITY SER | 2024-07-19 | 2025-02-14 | $289 | $306 | -$17 | -$17 | |
| 31. SPDR SER TR | 2024-01-05 | 2025-02-14 | $2,302 | $1,785 | $517 | $517 | |
| 5.03808 ARTISAN PARTNERS FDS INC | 2024-08-09 | 2025-04-21 | $244 | $248 | -$4 | -$4 | |
| 4.90192 ARTISAN PARTNERS FDS INC | 2024-08-09 | 2025-04-21 | $237 | $241 | -$4 | -$4 | |
| 2.12184 COHEN & STEERS REAL ESTATE SECS FD | 2024-10-21 | 2025-04-21 | $36 | $40 | -$4 | -$4 | |
| 13.67816 COHEN & STEERS REAL ESTATE SECS FD | 2024-10-21 | 2025-04-21 | $231 | $257 | -$26 | -$26 | |
| 19.07128 CULLEN FDS TR | 2024-07-19 | 2025-04-21 | $237 | $249 | -$12 | -$12 | |
| 2.17872 CULLEN FDS TR | 2024-07-19 | 2025-04-21 | $27 | $28 | -$1 | -$1 | |
| 41.5888 DRIEHAUS MUT FDS | 2024-07-19 | 2025-04-21 | $752 | $922 | -$170 | -$170 | |
| 1.4412 DRIEHAUS MUT FDS | 2024-07-19 | 2025-04-21 | $26 | $32 | -$6 | -$6 | |
| 32. FIDELITY COVINGTON TR | 2025-01-22 | 2025-04-21 | $940 | $1,109 | -$169 | -$169 | |
| 29.71 FIRST EAGLE FDS | 2022-05-19 | 2025-04-21 | $814 | $713 | $101 | $101 | |
| 25.71111 PIMCO EQUITY SER | 2024-07-19 | 2025-04-21 | $258 | $281 | -$23 | -$23 | |
| 4.28889 PIMCO EQUITY SER | 2024-07-19 | 2025-04-21 | $43 | $47 | -$4 | -$4 | |
| 156. SPDR SER TR | 2024-01-05 | 2025-04-21 | $9,706 | $8,984 | $722 | $722 | |
| 4. FIDELITY COVINGTON TR | 2025-01-22 | 2025-05-15 | $133 | $139 | -$6 | -$6 | |
| 128.72225 PUTNAM FDS TR | 2024-10-21 | 2025-05-15 | $5,567 | $5,759 | -$192 | -$192 | |
| 13.59775 PUTNAM FDS TR | 2024-10-21 | 2025-05-15 | $588 | $608 | -$20 | -$20 | |
| 4. SPDR SER TR | 2024-01-05 | 2025-05-15 | $285 | $230 | $55 | $55 | |
| 2.94 CULLEN FDS TR | 2024-07-19 | 2025-07-17 | $42 | $38 | $4 | $4 | |
| 113.08 DRIEHAUS MUT FDS | 2025-07-17 | $2,563 | $2,484 | $79 | $79 | ||
| 6.13 JPMORGAN TR II | 2021-05-03 | 2025-07-17 | $526 | $390 | $136 | $136 | |
| 7.12 PIMCO EQUITY SER | 2024-07-19 | 2025-07-17 | $83 | $78 | $5 | $5 | |
| .72 PUTNAM FDS TR | 2024-10-21 | 2025-07-17 | $33 | $32 | $1 | $1 | |
| 22.36 ARTISAN PARTNERS FDS INC | 2025-09-11 | $1,219 | $1,121 | $98 | $98 | ||
| 85. ARTISAN PARTNERS FDS INC | 2024-08-09 | 2025-09-11 | $4,636 | $4,188 | $448 | $448 | |
| 128.85 CULLEN FDS TR | 2024-07-19 | 2025-09-11 | $1,970 | $1,685 | $285 | $285 | |
| 1. FIDELITY COVINGTON TR | 2025-01-22 | 2025-09-11 | $36 | $35 | $1 | $1 | |
| 1.57 JPMORGAN TR II | 2021-05-03 | 2025-09-11 | $143 | $100 | $43 | $43 | |
| 152.96 PIMCO EQUITY SER | 2024-07-19 | 2025-09-11 | $1,846 | $1,670 | $176 | $176 | |
| .56 PUTNAM FDS TR | 2024-10-21 | 2025-09-11 | $27 | $25 | $2 | $2 | |
| 81. SPDR SER TR | 2024-01-05 | 2025-09-11 | $6,440 | $4,665 | $1,775 | $1,775 | |
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,875 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $261 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $132 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $129 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6143319473 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HUNTINGTON NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA5W86 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,093 | 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 | $266,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,183 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $269,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $269,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $265,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,278 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,278 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $261 | TotalTaxAmt |
| Distributable Before Adj | $13,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,017 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,017 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,700 | 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 | $13,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,971 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,097 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,068 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,017 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $683 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,751 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $1,971 | ExcessFromYear2Amt |
| Excess From Year1 | $2,097 | ExcessFromYear1Amt |
| Excess From Current Year | $683 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NICKLAUS CHILDRENS HOSPITAL | |||||||
| 3100 SW 62ND AVE | MIAMI | FL | 33155 | NONE | PC | GENERAL OPERATING | $5,902 |
| UNIVERSITY OF MIAMI | |||||||
| 6200 SAM AMARO DR STE 300 | CORAL GABLES | FL | 33146 | NONE | PC | GENERAL OPERATING | $5,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,804 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,120 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,256 | 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 | $19,376 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,376 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 543916688 LORD ABBETT INVT TR | $18,521 | $17,737 |
| 592905749 METROPOLITAN WEST FD | $3,583 | $3,595 |
| 922031737 VANGUARD FIXED INCOM | $7,386 | $7,096 |
| 31428Q739 FEDERATED TOTAL RETU | $44,030 | $39,848 |
| 72201F623 PIMCO FDS | $13,047 | $10,949 |
| 40168W483 GUGGENHEIM FDS TR | $17,638 | $17,848 |
| 4812C0530 JPMORGAN TR II | $22,452 | $27,645 |
| 92646A831 VICTORY PORTFOLIOS | ||
| 543487136 LOOMIS SAYLES FDS II | $39,760 | $39,442 |
| 32008F200 FIRST EAGLE FDS | $5,290 | $6,460 |
| 46637K281 JPMORGAN TR I | ||
| 04314H568 ARTISAN PARTNERS FDS | $7,018 | $7,079 |
| 04314H667 ARTISAN PARTNERS FDS | ||
| 191912401 COHEN & STEERS REAL | $4,046 | $3,789 |
| 230001752 CULLEN FDS TR | $1,671 | $2,103 |
| 262028731 DRIEHAUS SMALL CAP G | ||
| 72202L645 PIMCO EQUITY SER | $1,752 | $1,940 |
| 74676P839 PUTNAM FDS TR | $25,898 | $28,629 |
| 78464A805 SPDR SER TR | $14,699 | $20,213 |
| 31609A503 FIDELITY COVINGTON T | $6,202 | $6,512 |
| 56170L208 HOOD RIVER SMALL CAP | $4,957 | $5,538 |
| 921943858 VANGUARD TAX-MANAGED | $6,535 | $6,809 |
| 97717X669 WISDOMTREE TR | $17,525 | $19,764 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ON CY SALES | $93 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING/TAX PAYMENT | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $19 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $29 | $29 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $11 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $132 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $27 | $27 | $0 |