MARY AND DR GEORGE L DEMETROS CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARY AND DR GEORGE L DEMETROS CHARITABLE TRUST (EIN 35-2168489)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202621259349100407
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T00:01:07-05:00 | 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 | 352168489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY AND DR GEORGE L DEMETROS CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEME | BusinessNameControlTxt |
| Phone | 3302528501 | 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 | SENIOR VP | PersonTitleTxt |
| Phone | 3302528501 | PhoneNum |
| Signature | 2026-05-04 | 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 | 2026-05-04 | 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 | $8,661,277 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $176,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $176,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $400,372 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,809,781 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $400,372 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $152 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $152 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $576,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $576,985 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $78,866 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,433 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,433 | 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 | $200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,357 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,111 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,623 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,544 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,833 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $402,323 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,544 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $335,533 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $174,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $535,441 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $226,572 | CashBOYAmt |
| Cash EOY | $191,707 | CashEOYAmt |
| Cash EOYFMV | $191,707 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $5,665,522 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,874,388 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,469,570 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,892,094 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,066,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,661,277 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,892,094 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,066,095 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,892,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,066,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,892,094 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,066,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,892,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $174,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $878 | OtherIncreasesAmt |
| Subtotal | $6,067,634 | SubtotalAmt |
| Other Decreases | $1,539 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,066,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 192. ADVANCED MICRO DEVICES INC W/1 | 2024-03-08 | 2025-02-19 | $21,993 | $42,728 | -$20,735 | -$20,735 | |
| 271.99 ALPHABET INC | 2025-02-19 | $50,139 | $7,797 | $42,342 | $42,342 | ||
| 124.4 ISHARES TR | 2024-12-18 | 2025-02-19 | $11,505 | $11,371 | $134 | $134 | |
| 771.6 ISHARES TR | 2025-02-19 | $71,363 | $26,245 | $45,118 | $45,118 | ||
| 38. LOCKHEED MARTIN (COMMON STOCK) | 2024-03-08 | 2025-02-19 | $16,499 | $16,335 | $164 | $164 | |
| 47. LOCKHEED MARTIN (COMMON STOCK) | 2022-06-01 | 2025-02-19 | $20,407 | $20,579 | -$172 | -$172 | |
| 122. MICROSOFT CORP | 2018-04-26 | 2025-02-19 | $50,065 | $11,491 | $38,574 | $38,574 | |
| 456. NVIDIA CORP | 2020-11-17 | 2025-02-19 | $63,711 | $6,178 | $57,533 | $57,533 | |
| 800. VERIZON COMMUNICATIONS | 2024-08-27 | 2025-02-19 | $33,287 | $33,024 | $263 | $263 | |
| 208. ZOETIS INC | 2023-12-19 | 2025-02-19 | $32,501 | $41,158 | -$8,657 | -$8,657 | |
| 50000. ROCKWELL AUTOMATION INC | 2018-05-01 | 2025-03-01 | $50,000 | $49,261 | $739 | $739 | |
| 50000. DEERE JOHN CAP CORP MEDIUM TERM NTS- | 2018-05-17 | 2025-03-13 | $50,000 | $49,297 | $703 | $703 | |
| 38.69 AMAZON.COM INC | 2025-02-19 | 2025-04-25 | $7,304 | $8,688 | -$1,384 | -$1,384 | |
| 65.31 AMAZON.COM INC | 2018-04-26 | 2025-04-25 | $12,329 | $4,902 | $7,427 | $7,427 | |
| 59.29 ISHARES TR | 2024-12-18 | 2025-04-25 | $4,932 | $5,419 | -$487 | -$487 | |
| 367.73 ISHARES TR | 2025-04-25 | $30,598 | $12,507 | $18,091 | $18,091 | ||
| 345.99 ISHARES S & P SMALLCAP 600 | 2025-04-25 | $34,450 | $18,029 | $16,421 | $16,421 | ||
| 187.2 M & T BANK CORP | 2025-04-25 | $31,286 | $32,726 | -$1,440 | -$1,440 | ||
| 86.8 M & T BANK CORP | 2025-04-25 | $14,506 | $11,043 | $3,463 | $3,463 | ||
| 238. ACCENTURE PLC | 2025-04-25 | $69,713 | $24,205 | $45,508 | $45,508 | ||
| 150000. US TREASURY N/B 2.75% 05/15/2025 | 2022-06-01 | 2025-05-15 | $150,000 | $149,607 | $393 | $393 | |
| 2. ING HLDGS INC | 2025-02-19 | 2025-05-21 | $10,506 | $10,154 | $352 | $352 | |
| 42. COSTCO WHOLESALE CORP | 2025-05-21 | $43,370 | $5,197 | $38,173 | $38,173 | ||
| 11.94 ISHARES TR | 2024-12-18 | 2025-05-21 | $1,069 | $1,091 | -$22 | -$22 | |
| 74.06 ISHARES TR | 2025-05-21 | $6,632 | $2,519 | $4,113 | $4,113 | ||
| 50000. EMERSON ELEC CO | 2018-05-01 | 2025-06-01 | $50,000 | $49,284 | $716 | $716 | |
| 50000. PRECISION CASTPARTS CORP | 2018-05-01 | 2025-06-15 | $50,000 | $49,156 | $844 | $844 | |
| 64.15 CROWDSTRIKE HLDGS INC | 2025-04-25 | 2025-08-07 | $27,078 | $27,158 | -$80 | -$80 | |
| 58.85 CROWDSTRIKE HLDGS INC | 2024-07-26 | 2025-08-07 | $24,841 | $15,059 | $9,782 | $9,782 | |
| 126. EOG RESOURCES INC | 2022-06-01 | 2025-08-07 | $14,777 | $17,514 | -$2,737 | -$2,737 | |
| 62. ISHARES S & P SMALLCAP 600 | 2025-08-07 | $6,824 | $3,231 | $3,593 | $3,593 | ||
| 234. PROCTER & GAMBLE CO | 2022-06-01 | 2025-08-07 | $35,917 | $34,042 | $1,875 | $1,875 | |
| 323. T-MOBILE US INC | 2024-01-19 | 2025-08-07 | $77,927 | $53,448 | $24,479 | $24,479 | |
| 76. THERMO ELECTRON CORP W/1 RT/SH | 2025-08-07 | $34,621 | $5,442 | $29,179 | $29,179 | ||
| 547. VALERO ENERGY | 2024-01-19 | 2025-08-07 | $72,873 | $69,376 | $3,497 | $3,497 | |
| 50000. APPLIED MATLS INC | 2018-05-17 | 2025-10-01 | $50,000 | $50,000 | |||
| 1217. EQT CORP | 2025-02-19 | 2025-10-02 | $68,736 | $67,701 | $1,035 | $1,035 | |
| 350. ELECTRONIC ARTS INC | 2024-08-27 | 2025-10-02 | $70,266 | $52,225 | $18,041 | $18,041 | |
| 128. SALESFORCE INC | 2024-12-18 | 2025-10-02 | $30,506 | $45,260 | -$14,754 | -$14,754 | |
| 120. SALESFORCE INC | 2024-01-19 | 2025-10-02 | $28,600 | $33,340 | -$4,740 | -$4,740 | |
| 148. SHERWIN WILLIAMS CO | 2024-07-26 | 2025-10-02 | $50,552 | $51,730 | -$1,178 | -$1,178 | |
| 4175.99 VANGUARD INTL EQUITY INDEX FDS | 2025-10-02 | $227,884 | $183,892 | $43,992 | $43,992 | ||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P | |||||
| CAPITAL GAIN DIVIDENDS | $214 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $400,372 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,582 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,582 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $167 | EsPenaltyAmt |
| Overpayment | $972 | OverpaymentAmt |
| Applied To ES Tax | $972 | 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 | 3302528501 | 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) |
|---|---|---|
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PHILIP A LLOYD | ||||||
| PO BOX 1227 | BATH | OH | 44210 | ADVISOR | 1 | $5,278 |
| MICHAEL A SWEENY | ||||||
| 388 S MAIN ST STE 500 | AKRON | OH | 44311 | ADVISOR | 1 | $5,278 |
| RICHARD H HARRIS | ||||||
| 388 S MAIN ST STE 500 | AKRON | OH | 44311 | ADVISOR | 1 | $3,977 |
| HUNTINGTON NATIONAL BANK | ||||||
| PO BOX 1558 DEPT EA5W86 | COLUMBUS | OH | 43216 | TRUSTEE | 1 | $64,333 |
| 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 | $8,031,624 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $269,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,301,095 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,301,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,176,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $408,829 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $408,829 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,443 | TotalTaxAmt |
| Distributable Before Adj | $401,386 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $401,386 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $401,386 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $335,533 | 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 | $335,533 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $401,386 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $291,316 | 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 | $335,533 | QualifyingDistributionsAmt |
| Applied To Year1 | $291,316 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,217 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $357,169 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD M MIKSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 S MAIN ST 5TH FLOOR | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3307647263 | RecipientPhoneNum |
| Recipient Email Address | DONALD.M.MIKSCH@HUNTINGTON.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO SET FORM. APPLICANTS MUST SUPPLY 1. PROJECT PURPOSE OR NEED. 2 PROJECT TOTAL COST. 3. MEMBERS OF GOVERNING BODY. 4. IRS EXEMPTION LETTER. 5. MOST RECENT FINANCIAL STATEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CARE AND FEEDING OF HUNGRY AND HOMELESS, ESPECIALLY CHILDREN OF SUMMIT COUNTY, OH AND FOR CULTURAL ACTIVITIES WITH SPECIAL EMPHASIS ON MUSIC. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OPEN M FOUNDATION | |||||||
| 941 PRINCETON ST | AKRON | OH | 44311 | NONE | PC | GENERAL OPERATING | $8,500 |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LN | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL OPERATING | $12,500 |
| SOUTH STREET MINISTRIES | |||||||
| 798 GRANT ST | AKRON | OH | 443112112 | NONE | PC | GENERAL OPERATING | $2,000 |
| COMMUNITY OUTREACH RESOURCES EXCHANGE | |||||||
| PO BOX 1192 | CUYAHOGA FLS | OH | 44223 | NONE | PC | GENERAL OPERATING | $2,500 |
| THE CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING | $30,000 |
| HAVEN OF REST MINISTRIES | |||||||
| PO BOX 547 | AKRON | OH | 443090547 | NONE | PC | GENERAL OPERATING | $10,000 |
| TUESDAY MUSICAL ASSOCIATION | |||||||
| 1041 W MARKET ST STE 200 | AKRON | OH | 443137103 | NONE | PC | GENERAL OPERATING | $15,000 |
| AKRON ART MUSEUM | |||||||
| 1 S HIGH ST | AKRON | OH | 443081801 | NONE | PC | GENERAL OPERATING | $20,000 |
| STAN HYWET HALL GARDENS | |||||||
| 714 N PORTAGE PATH | AKRON | OH | 443031399 | NONE | PC | GENERAL OPERATING | $5,300 |
| COMMUNITY HALL FOUNDATION | |||||||
| 182 S MAIN ST | AKRON | OH | 443081316 | NONE | PC | GENERAL OPERATING | $5,000 |
| HOPE AND HEALING SURVIVOR RESOURCE CENTE | |||||||
| 974 E MARKET ST | AKRON | OH | 44305 | NONE | PC | GENERAL OPERATING | $30,000 |
| GOOD SAMARITAN HUNGER CENTER INC | |||||||
| PO BOX 5753 | AKRON | OH | 443725753 | NONE | PC | GENERAL OPERATING | $3,500 |
| APOLLO'S FIRE | |||||||
| 3091 MAYFIELD RD STE E 217 | CLEVELAND HEIGHTS | OH | 44118 | NONE | PC | GENERAL OPERATING | $6,000 |
| AXESS FAMILY SERVICES | |||||||
| 1400 S ARLINGTON ST STE 38 | AKRON | OH | 44306 | NONE | PC | GENERAL OPERATING | $32,000 |
| VICTORY GALLOP INC | |||||||
| 1745 N HAMETOWN RD | AKRON | OH | 443331061 | NONE | PC | GENERAL OPERATING | $2,400 |
| SUMMIT ARTSPACE | |||||||
| 140 E MARKET ST | AKRON | OH | 44308 | NONE | PC | GENERAL OPERATING | $1,500 |
| SUMMIT EDUCATION INITIATIVE | |||||||
| 120 E MILL ST STE 303 | AKRON | OH | 443081745 | NONE | PC | GENERAL OPERATING | $5,000 |
| GREATER AKRON MUSICAL ASSOCIATION | |||||||
| 92 N MAIN ST | AKRON | OH | 443081932 | NONE | PC | GENERAL OPERATING | $30,000 |
| AKRON ZOOLOGICAL PARK | |||||||
| 500 EDGEWOOD AVE | AKRON | OH | 443072114 | NONE | PC | GENERAL OPERATING | $3,000 |
| EMBRACING FUTURES INC | |||||||
| 50 S MAIN ST STE 100 | AKRON | OH | 443081847 | NONE | PC | GENERAL OPERATING | $6,000 |
| WEATHERVANE COMMUNITY PLAYHOUSE INC | |||||||
| 1301 WEATHERVANE LN | AKRON | OH | 443135103 | NONE | PC | GENERAL OPERATING | $5,000 |
| UNIVERSITY OF AKRON FOUNDATION | |||||||
| 375 E EXCHANGE ST | AKRON | OH | 44325 | NONE | PC | GENERAL OPERATING | $40,000 |
| VICTIM ASSISTANCE PROGRAM | |||||||
| 137 S MAIN ST STE 300 | AKRON | OH | 443081416 | NONE | PC | GENERAL OPERATING | $2,500 |
| ARTSPARKS | |||||||
| PO BOX 1061 | CUYAHOGA FLS | OH | 442230061 | NONE | PC | GENERAL OPERATING | $5,000 |
| GRACE HOUSE AKRON INC | |||||||
| 475 N HOWARD ST | AKRON | OH | 443103142 | NONE | PC | GENERAL OPERATING | $5,000 |
| ART RESOURCES TRANSFORMATIONS | |||||||
| 526 S MAIN ST STE 503A | AKRON | OH | 443114402 | NONE | PC | GENERAL OPERATING | $5,000 |
| GREAT TRAIL COUNCIL | |||||||
| C/O HUNTINGTON BANK PO BOX 1558 E | COLUMBUS | OH | 43216 | NONE | PC | GENERAL OPERATING | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,700 | 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 | $176,461 | 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 | $400,372 | 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 | $152 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $576,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $576,985 | 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 | $200 | Amt |
| Disbursements Charitable Prps | $200 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,874,388 | BookValueAmt |
| EOYFMV | $8,469,570 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $1,539 | Amt |
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 | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $152 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $152 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY PURCHASE OF ACCRUED INTEREST | Desc |
| Amt | $878 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,116 | $1,116 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $16,664 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $8,582 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $995 | $995 | $0 |