MARGARET E BAKER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET E BAKER FOUNDATION (EIN 31-6665686)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-10
- IRS object ID
- 202631009349100123
- 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 Income Schedule2
- 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 | 316665686 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER MARGARET E FOUNDATION | 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 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 | 6143319547 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,907,818 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $66,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,080 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $666,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,838 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $23 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $141,004 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,941 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,137 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,569 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,569 | 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 | $5,139 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $845 | 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 | $5,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,414 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,419 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,359 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,359 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $233,485 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,414 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $214,778 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$92,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,527 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $60,444 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,131 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,131 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,327,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,232,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,844,687 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,388,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,295,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,907,818 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,388,365 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,295,614 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,388,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,295,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,388,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,295,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,388,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$92,481 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,295,884 | SubtotalAmt |
| Other Decreases | $270 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,295,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5395.18 WESTERN ASSET FDS INC | 2020-05-11 | 2025-02-13 | $49,312 | $63,987 | -$14,675 | -$14,675 | |
| 150. ADVANCED MICRO DEVICES INC W/1 | 2023-11-07 | 2025-02-27 | $15,381 | $17,079 | -$1,698 | -$1,698 | |
| 120. DOLLAR GEN CORP NEW | 2022-07-18 | 2025-02-27 | $8,863 | $29,482 | -$20,619 | -$20,619 | |
| 35. LOCKHEED MARTIN (COMMON STOCK) | 2022-07-18 | 2025-02-27 | $15,566 | $13,848 | $1,718 | $1,718 | |
| 300. TEXAS INSTRUMENTS INC. | 2025-02-27 | $58,579 | $33,603 | $24,976 | $24,976 | ||
| 500. VERIZON COMMUNICATIONS | 2024-11-05 | 2025-02-27 | $21,489 | $20,580 | $909 | $909 | |
| 100. ZOETIS INC | 2024-01-09 | 2025-02-27 | $16,695 | $19,808 | -$3,113 | -$3,113 | |
| 350. ISHARES MSCI EAFE INDEX FUND | 2014-10-17 | 2025-06-05 | $31,367 | $21,217 | $10,150 | $10,150 | |
| 200. ISHARES S & P SMALLCAP 600 | 2022-02-02 | 2025-06-05 | $21,176 | $21,300 | -$124 | -$124 | |
| 100. ACCENTURE PLC | 2020-01-28 | 2025-06-05 | $31,473 | $21,088 | $10,385 | $10,385 | |
| 150. EOG RESOURCES INC | 2024-12-23 | 2025-07-29 | $18,219 | $17,940 | $279 | $279 | |
| 575. ISHARES S & P SMALLCAP 600 | 2022-02-02 | 2025-07-29 | $64,682 | $61,238 | $3,444 | $3,444 | |
| 300. PROCTER & GAMBLE CO | 2019-11-21 | 2025-07-29 | $47,298 | $36,228 | $11,070 | $11,070 | |
| 150. T-MOBILE US INC | 2023-02-13 | 2025-07-29 | $36,042 | $21,906 | $14,136 | $14,136 | |
| 35. THERMO ELECTRON CORP W/1 RT/SH | 2024-03-12 | 2025-07-29 | $17,047 | $20,910 | -$3,863 | -$3,863 | |
| 350. VALERO ENERGY | 2025-07-29 | $49,638 | $43,192 | $6,446 | $6,446 | ||
| 400. EQT CORP | 2025-02-27 | 2025-10-13 | $21,428 | $19,312 | $2,116 | $2,116 | |
| 220. ELECTRONIC ARTS INC | 2024-11-05 | 2025-10-13 | $44,068 | $34,071 | $9,997 | $9,997 | |
| 780.42 NEW WORLD FD INC NEW | 2025-10-13 | $74,172 | $57,753 | $16,419 | $16,419 | ||
| 50. SHERWIN WILLIAMS CO | 2024-12-23 | 2025-10-13 | $16,591 | $17,171 | -$580 | -$580 | |
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,465 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,838 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,759 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,759 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,613 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,613 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $854 | OverpaymentAmt |
| Applied To ES Tax | $854 | 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 | 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 |
| 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 | $27,137 | 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 | $3,644,154 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,842 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,693,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,693,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,410 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,638,586 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,929 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,929 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,759 | TotalTaxAmt |
| Distributable Before Adj | $180,170 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $180,170 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $180,170 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $214,778 | 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 | $214,778 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,170 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $30,389 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,024 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $74,947 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,697 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,675 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $181,732 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $214,778 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $180,170 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,608 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $216,340 | 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 | $30,389 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $185,951 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,024 | ExcessFromYear4Amt |
| Excess From Year3 | $74,947 | ExcessFromYear3Amt |
| Excess From Year2 | $11,697 | ExcessFromYear2Amt |
| Excess From Year1 | $24,675 | ExcessFromYear1Amt |
| Excess From Current Year | $34,608 | 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 RD | 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 | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL OPERATING | GrantOrContributionPurposeTxt |
| Amt | $194,359 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,359 | 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 | $66,143 | 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 | $74,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $141,004 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,004 | 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 | $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 (78 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 89155T649 TOUCHSTONE FDS GROUP | $113,398 | $148,212 |
| 023135106 AMAZON COM INC | $43,256 | $103,869 |
| 552982720 MFS SER TR XIII | $105,179 | $77,652 |
| H1467J104 CHUBB LTD | $20,769 | $46,818 |
| 31428Q739 FEDERATED TOTAL RETU | $127,672 | $120,904 |
| 40168W483 GUGGENHEIM FDS TR | $75,000 | $78,420 |
| 67066G104 NVIDIA CORP | $14,366 | $354,350 |
| 543916688 LORD ABBETT INVT TR | $68,795 | $67,092 |
| 92826C839 VISA INC | $39,138 | $96,445 |
| G1151C101 ACCENTURE PLC-CL A | ||
| 957663503 WESTERN ASSET FDS IN | ||
| 592905749 METROPOLITAN WEST FD | $40,000 | $37,459 |
| 007903107 ADVANCED MICRO DEVIC | ||
| 464287465 ISHARES TR | $170,762 | $251,599 |
| 337738108 FISERV INC | $3,027 | $16,457 |
| 55261F104 M&T BK CORP | $35,703 | $46,340 |
| 882508104 TEXAS INSTRS INC | ||
| 037833100 APPLE INC | $23,842 | $104,666 |
| 46625H100 JPMORGAN CHASE & CO | $14,741 | $120,833 |
| 594918104 MICROSOFT CORP | $39,742 | $169,267 |
| 032654105 ANALOG DEVICES INC | $17,551 | $51,528 |
| 02079K305 ALPHABET INC | $23,926 | $181,540 |
| 22160K105 COSTCO WHOLESALE COR | $9,711 | $51,740 |
| 532457108 LILLY ELI & CO | $12,507 | $96,721 |
| 742718109 PROCTER & GAMBLE CO | ||
| 72201F623 PIMCO FDS | $51,723 | $44,438 |
| 649280815 NEW WORLD FD INC NEW | ||
| 922031737 VANGUARD FIXED INCOM | $22,000 | $17,638 |
| 81762P102 SERVICENOW INC | $21,822 | $38,298 |
| 464287804 ISHARES TR | ||
| 256677105 DOLLAR GEN CORP NEW | ||
| 931142103 WAL MART STORES INC | $15,144 | $33,423 |
| 291011104 EMERSON ELEC CO | $16,558 | $23,226 |
| 025537101 AMERICAN ELEC PWR CO | $28,305 | $34,593 |
| 539830109 LOCKHEED MARTIN CORP | ||
| 91913Y100 VALERO ENERGY CORP N | ||
| 049560105 ATMOS ENERGY CORP | $13,807 | $20,954 |
| 084670702 BERKSHIRE HATHAWAY I | $17,283 | $25,133 |
| 101137107 BOSTON SCIENTIFIC CO | $28,323 | $42,908 |
| 30231G102 EXXON MOBIL CORP | $17,659 | $18,051 |
| 30303M102 FACEBOOK INC CL-A | $37,622 | $72,610 |
| 32008F200 FIRST EAGLE FDS | $30,000 | $37,705 |
| 369604301 GENERAL ELEC CO | $11,575 | $43,124 |
| 543487136 LOOMIS SAYLES FDS II | $110,000 | $113,780 |
| 64110L106 NETFLIX INC | $17,922 | $46,880 |
| 872540109 TJX COS INC NEW | $16,389 | $27,650 |
| 872590104 T-MOBILE US INC | ||
| 03027X100 AMERICAN TOWER CORP | $19,638 | $17,557 |
| 04314H568 ARTISAN PARTNERS FDS | $25,000 | $25,219 |
| 11135F101 BROADCOM INC | $26,817 | $86,525 |
| 22788C105 CROWDSTRIKE HLDGS IN | $19,373 | $23,438 |
| 230001752 CULLEN FDS TR | $95,000 | $118,209 |
| 253868103 DIGITAL RLTY TR INC | $21,391 | $18,565 |
| 26875P101 EOG RES INC | ||
| 285512109 ELECTRONIC ARTS INC | ||
| 46120E602 INTUITIVE SURGICAL I | $33,132 | $48,141 |
| 68389X105 ORACLE CORP | $28,874 | $38,982 |
| 697435105 PALO ALTO NETWORKS I | $25,198 | $31,314 |
| 747525103 QUALCOMM INC | $16,654 | $17,105 |
| 75513E101 RTX CORP | $32,045 | $55,020 |
| 773903109 ROCKWELL AUTOMATION | $17,279 | $23,344 |
| 824348106 SHERWIN WILLIAMS CO | ||
| 863667101 STRYKER CORP | $36,004 | $35,147 |
| 883556102 THERMO FISHER SCIENT | ||
| 902973304 US BANCORP DEL | $9,542 | $10,672 |
| 92343V104 VERIZON COMMUNICATIO | ||
| 98978V103 ZOETIS INC | ||
| G54950103 LINDE PLC | $24,356 | $25,583 |
| 00287Y109 ABBVIE INC | $18,808 | $22,849 |
| 040413205 ARISTA NETWORKS INC | $18,696 | $26,206 |
| 219350105 CORNING INC | $30,257 | $30,646 |
| 38141G104 GOLDMAN SACHS GROUP | $17,939 | $26,370 |
| 56170L208 HOOD RIVER SMALL CAP | $105,000 | $115,192 |
| 69608A108 PALANTIR TECHNOLOGIE | $31,310 | $35,550 |
| 806857108 SLB LTD | $22,558 | $26,866 |
| 833445109 SNOWFLAKE INC | $27,504 | $32,904 |
| 874039100 TAIWAN SEMICONDUCTOR | $36,237 | $45,584 |
| 90384S303 ULTA BEAUTY INC | $38,654 | $45,376 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $269 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER CHARITABLE EXPENSES | $5,400 | $0 | $5,400 |
| STATE FILING/TAX PAYMENT | $200 | $0 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $23 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $641 | $641 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,681 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,613 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $204 | $204 | $0 |