WILMA L GAGE TRUST UW: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILMA L GAGE TRUST UW (EIN 61-6320980)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-04
- IRS object ID
- 202621249349101327
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-04T11:01:11-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 995 YARD STREET SUITE 280 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616320980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMA L GAGE TRUST UW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAGE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3500 | AddressLine1Txt |
| City | NEWARK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 430583500 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAWN DICE | PersonNm |
| Person Title | Trust Officer | PersonTitleTxt |
| Signature | 2026-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY K KOOGLER | PreparerPersonNm |
| PTIN | P01247591 | PTIN |
| Phone | 6142327282 | PhoneNum |
| Preparation | 2026-04-08 | PreparationDt |
| 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 | $531,873 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $85 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,204 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,204 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $68,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,311 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,015 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,507 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,507 | 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 | $926 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $464 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $464 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,613 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $181 | 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 | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,654 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,159 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,995 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $224,811 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $251,670 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $512,878 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $241,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $270,665 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $531,873 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $241,154 | CapitalStockBOYAmt |
| Capital Stock EOY | $270,665 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $241,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $270,665 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $241,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $270,665 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $241,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,866 | OtherIncreasesAmt |
| Subtotal | $270,762 | SubtotalAmt |
| Other Decreases | $97 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $270,665 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6. DISTILLATE US FUNDAMENTAL STABILITY & VAL ETF | 2024-12-19 | 2025-03-25 | $331 | $330 | $1 | $1 | |
| 6.477 VANGUARD INTERMEDIATE-TERM BOND INDEX ADM | 2024-06-18 | 2025-03-25 | $67 | $66 | $1 | $1 | |
| 283.035 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL | 2024-12-19 | 2025-03-25 | $4,755 | $4,390 | $365 | $365 | |
| 2.307 VANGUARD EMERGING MARKETS STOCK INDEX FD ADM | 2024-12-19 | 2025-03-25 | $88 | $87 | $1 | $1 | |
| 3.195 VANGUARD EMERGING MARKETS STOCK INDEX FD ADM | 2021-03-26 | 2025-03-25 | $122 | $137 | -$15 | -$15 | |
| 25. DISTILLATE US FUNDAMENTAL STABILITY & VAL ETF | 2024-12-19 | 2025-06-26 | $1,373 | $1,374 | -$1 | -$1 | |
| 804. DISTILLATE US FUNDAMENTAL STABILITY & VAL ETF | 2024-06-18 | 2025-06-26 | $44,148 | $41,647 | $2,501 | $2,501 | |
| 1. FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 2024-12-19 | 2025-06-26 | $49 | $49 | |||
| 12. FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 2024-06-18 | 2025-06-26 | $591 | $580 | $11 | $11 | |
| 58.718 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL | 2024-12-19 | 2025-06-26 | $1,066 | $911 | $155 | $155 | |
| 2161.339 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL | 2020-01-31 | 2025-06-26 | $39,228 | $29,718 | $9,510 | $9,510 | |
| 265.111 VANGUARD HIGH-YIELD CORP FUND ADMIRAL SHARES | 2025-06-26 | $1,461 | $1,528 | -$67 | -$67 | ||
| 91.081 VANGUARD LONG-TERM TREASURY FUND ADMIRAL SHS | 2025-06-26 | $724 | $794 | -$70 | -$70 | ||
| 4.271 VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADM | 2024-12-19 | 2025-06-26 | $45 | $44 | $1 | $1 | |
| 208.268 VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADM | 2025-06-26 | $2,178 | $2,186 | -$8 | -$8 | ||
| 2.373 VANGUARD TOTAL INTERNATIONAL BOND INDX FD ADM | 2025-03-25 | 2025-06-26 | $47 | $46 | $1 | $1 | |
| 72.667 VANGUARD TOTAL INTERNATIONAL BOND INDX FD ADM | 2025-06-26 | $1,438 | $1,550 | -$112 | -$112 | ||
| 16.678 VANGUARD INSTITUTIONAL INDEX FUND | 2025-03-25 | 2025-06-26 | $8,323 | $7,828 | $495 | $495 | |
| 35.756 VANGUARD INSTITUTIONAL INDEX FUND | 2007-01-03 | 2025-06-26 | $17,844 | $4,629 | $13,215 | $13,215 | |
| 358.091 VANGUARD EMERGING MARKETS STOCK INDEX FD ADM | 2025-06-26 | $14,685 | $12,342 | $2,343 | $2,343 | ||
| 12.234 VANGUARD INSTITUTIONAL EXT. MARKET | 2025-03-25 | 2025-06-26 | $1,777 | $1,681 | $96 | $96 | |
| 87.233 VANGUARD INSTITUTIONAL EXT. MARKET | 2025-06-26 | $12,668 | $3,341 | $9,327 | $9,327 | ||
| 74. CAPITAL GROUP DIVIDEND VALUE E SHS ETF | 2025-06-26 | 2025-07-29 | $3,024 | $2,907 | $117 | $117 | |
| 29. FIRST TRUST SMID CAP RISING DIVACHIEVERS ETF | 2025-07-29 | $1,056 | $1,026 | $30 | $30 | ||
| 22. ISHARES MSCI USA QUALITY GARP ETF | 2025-06-26 | 2025-07-29 | $1,365 | $1,315 | $50 | $50 | |
| 2.599 VANGUARD INTERMEDIATE-TERM BOND INDEX ADM | 2025-06-26 | 2025-07-29 | $27 | $27 | |||
| 79.31 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL | 2020-01-31 | 2025-07-29 | $1,457 | $1,091 | $366 | $366 | |
| 37.236 VANGUARD INTERNATIONAL CORE STOCK FUND ADM | 2025-06-26 | 2025-07-29 | $1,157 | $1,142 | $15 | $15 | |
| 27.079 VANGUARD INSTITUTIONAL INDEX FUND | 2007-01-03 | 2025-07-29 | $14,031 | $3,506 | $10,525 | $10,525 | |
| 8.903 VANGUARD INSTITUTIONAL EXT. MARKET | 2008-01-11 | 2025-07-29 | $1,345 | $329 | $1,016 | $1,016 | |
| 11. WISDOMTREE DYNAMIC CURRENCY HEDGED INTL EQ | 2025-06-26 | 2025-07-29 | $441 | $432 | $9 | $9 | |
| 4. CAPITAL GROUP DIVIDEND VALUE E SHS ETF | 2025-06-26 | 2025-09-24 | $168 | $157 | $11 | $11 | |
| 4.499 DODGE & COX INCOME FUND | 2025-06-26 | 2025-09-24 | $58 | $57 | $1 | $1 | |
| 16. FIRST TRUST SMID CAP RISING DIVACHIEVERS ETF | 2025-09-24 | $608 | $553 | $55 | $55 | ||
| 13. ISHARES MSCI USA QUALITY GARP ETF | 2025-06-26 | 2025-09-24 | $848 | $777 | $71 | $71 | |
| 17.373 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL | 2020-01-31 | 2025-09-24 | $331 | $239 | $92 | $92 | |
| 34.864 VANGUARD INTERNATIONAL CORE STOCK FUND ADM | 2025-06-26 | 2025-09-24 | $1,157 | $1,070 | $87 | $87 | |
| 11.783 VANGUARD INSTITUTIONAL INDEX FUND | 2007-01-03 | 2025-09-24 | $6,358 | $1,525 | $4,833 | $4,833 | |
| 5.391 VANGUARD INSTITUTIONAL EXT. MARKET | 2008-01-11 | 2025-09-24 | $856 | $199 | $657 | $657 | |
| 17. WISDOMTREE DYNAMIC CURRENCY HEDGED INTL EQ | 2025-06-26 | 2025-09-24 | $706 | $668 | $38 | $38 | |
| 9. CAPITAL GROUP DIVIDEND VALUE E SHS ETF | 2025-06-26 | 2025-12-23 | $396 | $354 | $42 | $42 | |
| 3. ISHARES MSCI USA QUALITY GARP ETF | 2025-06-26 | 2025-12-23 | $207 | $179 | $28 | $28 | |
| 9. WISDOMTREE DYNAMIC CURRENCY HEDGED INTL EQ | 2025-06-26 | 2025-12-23 | $393 | $354 | $39 | $39 | |
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,372 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,204 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $906 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $906 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $885 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $885 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $21 | 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 | PARK NATIONAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4195258707 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 NORTH MAIN STREET | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44902 | 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 | PARK NATIONAL BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 NORTH MAIN STREET | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $5,015 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOR THE BENEFIT OF CRESTLINE HIGH SCHOOL STUDENTS FOR COLLEGE TUITION | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $487,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $503,497 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $503,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $495,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $906 | TotalTaxAmt |
| Distributable Before Adj | $23,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,891 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,021 | 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 | $38,021 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,536 | 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 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,021 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,536 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,594 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,594 | 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 | $2,594 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $2,594 | 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)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| KENT STATE UNIVERSITY | ||||||||
| STUDENT FINANCIAL AID | 800 E SUMMIT ST | KENT | OH | 44242 | NONE | PC | SCHOLARSHIP | $15,000 |
| THE OHIO STATE UNIVERSITY | ||||||||
| OFFICE OF BURSAR | 281 WEST LANE AVE | COLUMBUS | OH | 43210 | NONE | PC | SCHOLARSHIP | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | 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 | $9,107 | 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 | $59,204 | 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 | $68,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,311 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $27 | $14 | $14 |
| OTHER ALLOCABLE EXPENSE-INCOME | $27 | $14 | $14 |
| TAX PREPARATION FEE (NON-ALLOC | $872 | $436 | $436 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| VANGUARD HIGH-YIELD CORP FUND |
| VANGUARD INTERMEDIATE-TERM BON |
| VANGUARD SHORT-TERM BOND INDEX |
| VANGUARD SHORT-TERM INVESTMENT |
| VANGUARD TOTAL INTERNATIONAL B |
| VANGUARD ULTRA-SHORT-TERM BOND |
| VANGUARD INSTITUTIONAL EXTENDE |
| VANGUARD INSTITUTIONAL INDEX F |
| VANGUARD EMERGING MARKETS STOC |
| VANGUARD SMALL-CAP VALUE INDEX |
| VANGUARD DEVELOPED MARKETS IND |
| VANGUARD LONG- TERM TREASURY F |
| DISTILLATE US FUNDAMENTAL STAB |
| FIRST TRUST SMID CAP RISING DI |
| FIRST TRUST LOW DURATION OPPOR |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $96 |
| ROUNDING ADJUSTMENT | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTION POSTED IN 2025 | Desc |
| Amt | $3,866 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $547 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $885 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $154 | $154 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $27 | $27 | $0 |