JOHN S MILLER IRRV TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOHN S MILLER IRRV TR (EIN 61-6674342)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202631259349100603
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T00:01:06-05:00 | 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 | 616674342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MILLER PHILANTHROPIC FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 7405886734 | 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 | 7405886734 | PhoneNum |
| Signature | 2026-04-16 | 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 | 2026-04-16 | 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 | $3,506,922 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $70,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $784,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $63,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,316 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,726 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,363 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,363 | 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 | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,341 | TaxesRevAndExpnssAmt |
| 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 | $800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,913 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,447 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,447 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $183,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$141,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,953 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $183,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,271 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,271 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,736,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,731,407 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,449,617 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $996,138 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $894,714 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $908,034 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,916,654 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,775,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,506,922 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,916,654 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,775,392 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,916,654 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,775,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,916,654 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,775,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,916,654 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$141,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57 | OtherIncreasesAmt |
| Subtotal | $2,775,392 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,775,392 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. ADVANCED MICRO DEVICES INC W/1 | 2024-04-25 | 2025-02-14 | $113 | $150 | -$37 | -$37 | |
| 231. ADVANCED MICRO DEVICES INC W/1 | 2024-01-30 | 2025-02-14 | $26,176 | $39,301 | -$13,125 | -$13,125 | |
| 117. ALPHABET INC | 2024-01-30 | 2025-02-14 | $21,686 | $17,812 | $3,874 | $3,874 | |
| 1. BOSTON SCIENTIFIC CORP | 2024-01-30 | 2025-02-14 | $106 | $62 | $44 | $44 | |
| 38. LOCKHEED MARTIN (COMMON STOCK) | 2022-06-15 | 2025-02-14 | $16,226 | $15,654 | $572 | $572 | |
| 50. MICROSOFT CORP | 2024-01-30 | 2025-02-14 | $20,329 | $20,409 | -$80 | -$80 | |
| 162. NVIDIA CORP | 2024-01-30 | 2025-02-14 | $22,309 | $10,139 | $12,170 | $12,170 | |
| 644. VERIZON COMMUNICATIONS | 2024-08-09 | 2025-02-14 | $26,462 | $26,132 | $330 | $330 | |
| 1. WAL-MART STORES, INC. | 2023-08-30 | 2025-02-14 | $104 | $54 | $50 | $50 | |
| 1. ZOETIS INC | 2024-04-25 | 2025-02-14 | $158 | $151 | $7 | $7 | |
| 130. ZOETIS INC | 2024-01-30 | 2025-02-14 | $20,553 | $24,855 | -$4,302 | -$4,302 | |
| 100000. SCHWAB CHARLES CORP NEW | 2022-08-30 | 2025-03-24 | $100,000 | $100,000 | |||
| 54. AMAZON.COM INC | 2025-02-14 | 2025-04-21 | $8,954 | $12,333 | -$3,379 | -$3,379 | |
| 61. M & T BANK CORP | 2024-11-22 | 2025-04-21 | $9,507 | $13,369 | -$3,862 | -$3,862 | |
| 60. M & T BANK CORP | 2024-01-30 | 2025-04-21 | $9,351 | $8,638 | $713 | $713 | |
| 101. ACCENTURE PLC | 2024-01-30 | 2025-04-21 | $28,035 | $37,878 | -$9,843 | -$9,843 | |
| 3. CROWDSTRIKE HLDGS INC | 2025-04-21 | 2025-07-18 | $1,407 | $1,071 | $336 | $336 | |
| 44. CROWDSTRIKE HLDGS INC | 2024-06-18 | 2025-07-18 | $20,641 | $17,203 | $3,438 | $3,438 | |
| 154. EOG RESOURCES INC | 2024-01-30 | 2025-07-18 | $18,199 | $17,904 | $295 | $295 | |
| 1. ELECTRONIC ARTS INC | 2024-08-09 | 2025-07-18 | $150 | $147 | $3 | $3 | |
| 1. INTEL CORP. | 2024-11-22 | 2025-07-18 | $23 | $24 | -$1 | -$1 | |
| 1. M & T BANK CORP | 2024-04-25 | 2025-07-18 | $196 | $147 | $49 | $49 | |
| 59. PROCTER & GAMBLE CO | 2024-08-09 | 2025-07-18 | $9,159 | $10,082 | -$923 | -$923 | |
| 159. PROCTER & GAMBLE CO | 2025-07-18 | $24,683 | $22,702 | $1,981 | $1,981 | ||
| 1. QUALCOMM INC | 2024-08-09 | 2025-07-18 | $154 | $163 | -$9 | -$9 | |
| 136. T-MOBILE US INC | 2024-01-30 | 2025-07-18 | $30,958 | $22,056 | $8,902 | $8,902 | |
| 33. THERMO ELECTRON CORP W/1 RT/SH | 2024-03-01 | 2025-07-18 | $13,913 | $18,899 | -$4,986 | -$4,986 | |
| 1. US BANCORP DEL NEW | 2024-11-22 | 2025-07-18 | $45 | $52 | -$7 | -$7 | |
| 230. VALERO ENERGY | 2024-01-30 | 2025-07-18 | $33,889 | $32,327 | $1,562 | $1,562 | |
| 1. LINDE PLC | 2022-06-15 | 2025-07-18 | $462 | $297 | $165 | $165 | |
| 100000. MORGAN STANLEY | 2022-08-29 | 2025-07-23 | $100,000 | $99,824 | $176 | $176 | |
| 497. EQT CORP | 2025-02-14 | 2025-09-11 | $25,288 | $26,553 | -$1,265 | -$1,265 | |
| 282. ELECTRONIC ARTS INC | 2024-08-09 | 2025-09-11 | $47,795 | $41,366 | $6,429 | $6,429 | |
| 101. SALESFORCE INC | 2024-11-22 | 2025-09-11 | $24,841 | $34,155 | -$9,314 | -$9,314 | |
| 63. SHERWIN WILLIAMS CO | 2024-06-18 | 2025-09-11 | $22,732 | $18,900 | $3,832 | $3,832 | |
| 4825. INVESCO EXCHANGE-TRADED SELF-INDEXED FD | 2025-08-13 | 2025-12-17 | $99,829 | $100,312 | -$483 | -$483 | |
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P | |||||
| CAPITAL GAIN DIVIDENDS | $117 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,571 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $722 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $722 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $722 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,267 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,267 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,545 | OverpaymentAmt |
| Applied To ES Tax | $724 | AppliedToESTaxAmt |
| Refund | $821 | 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 | 7405886734 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1558 DEPT EA4E86 | 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
| 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 | $36,726 | 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 | $3,245,033 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,308,077 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,308,077 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,621 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,258,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,923 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,923 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $722 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $722 | TotalTaxAmt |
| Distributable Before Adj | $162,201 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,201 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,201 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $183,360 | 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 | $183,360 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,201 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $101,708 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $31,691 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,008 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $154,407 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $183,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,201 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,159 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $175,566 | 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 | $175,566 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $101,708 | ExcessFromYear3Amt |
| Excess From Year2 | $31,691 | ExcessFromYear2Amt |
| Excess From Year1 | $21,008 | ExcessFromYear1Amt |
| Excess From Current Year | $21,159 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF MASSILLON | |||||||
| 730 DUNCAN ST | MASSILLON | OH | 44647 | NONE | PC | GENERAL OPERATING | $54,149 |
| MASSILLON PUBLIC LIBRARY | |||||||
| 208 LINCOLN WAY E | MASSILLON | OH | 44646 | NONE | PC | GENERAL OPERATING | $54,149 |
| RAINBOW BABIES & CHILDREN HOSPITAL | |||||||
| PO BOX 94554 | CLEVELAND | OH | 441014554 | NONE | PC | GENERAL OPERATING | $54,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,447 | 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 | $70,316 | 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 | -$6,571 | 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 | $63,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,745 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,750 | Amt |
| Disbursements Charitable Prps | $1,750 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 084670BS6 BERKSHIRE HATHAWAY I | $99,458 | $99,846 |
| 17252MAN0 CINTAS CORP NO 2 | $99,067 | $99,729 |
| 17275RBS0 CISCO SYS INC | $102,918 | $103,468 |
| 45866FAW4 INTERCONTINENTAL EXC | $99,525 | $100,912 |
| 482480AG5 KLA CORP | $98,927 | $100,322 |
| 59156RBZ0 METLIFE INC | $100,464 | $102,102 |
| 6174468C6 MORGAN STANLEY | ||
| 808513BB0 SCHWAB CHARLES CORP | ||
| 89115A2E1 TORONTO DOMINION BK | $96,875 | $99,568 |
| 907818EY0 UNION PAC CORP | $98,622 | $100,070 |
| 171239AK2 CHUBB INA HLDGS LLC | $98,858 | $102,017 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 291011104 EMERSON ELEC CO | $22,051 | $34,109 |
| 025537101 AMERICAN ELEC PWR CO | $35,630 | $46,009 |
| 30231G102 EXXON MOBIL CORP | $27,891 | $35,260 |
| 594918104 MICROSOFT CORP | $80,714 | $113,167 |
| 92343V104 VERIZON COMMUNICATIO | ||
| 742718109 PROCTER & GAMBLE CO | ||
| 931142103 WAL MART STORES INC | $14,455 | $40,442 |
| 46625H100 JPMORGAN CHASE & CO | $50,145 | $79,588 |
| 539830109 LOCKHEED MARTIN CORP | ||
| 049560105 ATMOS ENERGY CORP | $17,615 | $25,815 |
| 922031737 VANGUARD FIXED INCOM | $93,767 | $75,546 |
| 11135F101 BROADCOM INC | $24,594 | $108,329 |
| 75513E101 RTX CORP | $32,175 | $58,321 |
| G54950103 LINDE PLC | $16,327 | $23,451 |
| 007903107 ADVANCED MICRO DEVIC | $40,910 | $55,039 |
| 02079K305 ALPHABET INC | $85,776 | $141,789 |
| 023135106 AMAZON COM INC | $64,609 | $86,096 |
| 03027X100 AMERICAN TOWER CORP | $20,984 | $18,610 |
| 032654105 ANALOG DEVICES INC | $26,358 | $36,883 |
| 037833100 APPLE INC | $54,069 | $78,296 |
| 084670702 BERKSHIRE HATHAWAY I | $32,170 | $41,720 |
| 101137107 BOSTON SCIENTIFIC CO | $35,670 | $55,303 |
| 22160K105 COSTCO WHOLESALE COR | $35,565 | $41,392 |
| 22788C105 CROWDSTRIKE HLDGS IN | $12,490 | $16,407 |
| 253868103 DIGITAL RLTY TR INC | $21,058 | $17,173 |
| 26875P101 EOG RES INC | ||
| 285512109 ELECTRONIC ARTS INC | ||
| 30303M102 FACEBOOK INC CL-A | $50,017 | $81,851 |
| 337738108 FISERV INC | $29,113 | $11,553 |
| 369604301 GENERAL ELEC CO | $24,642 | $71,463 |
| 458140100 INTEL CORP | $22,563 | $34,059 |
| 46120E602 INTUITIVE SURGICAL I | $33,784 | $50,406 |
| 532457108 LILLY ELI & CO | $27,703 | $46,211 |
| 55261F104 M&T BK CORP | $23,450 | $32,438 |
| 64110L106 NETFLIX INC | $29,802 | $49,693 |
| 67066G104 NVIDIA CORP | $38,677 | $115,257 |
| 67103H107 O REILLY AUTOMOTIVE | $31,984 | $41,409 |
| 68389X105 ORACLE CORP | $28,277 | $38,397 |
| 697435105 PALO ALTO NETWORKS I | $38,314 | $42,734 |
| 747525103 QUALCOMM INC | $18,629 | $19,500 |
| 773903109 ROCKWELL AUTOMATION | $25,507 | $32,293 |
| 79466L302 SALESFORCE.COM INC | ||
| 81762P102 SERVICENOW INC | $29,778 | $29,106 |
| 824348106 SHERWIN WILLIAMS CO | ||
| 863667101 STRYKER CORP | $37,206 | $37,256 |
| 872540109 TJX COS INC NEW | $27,383 | $40,399 |
| 872590104 T-MOBILE US INC | ||
| 883556102 THERMO FISHER SCIENT | ||
| 902973304 US BANCORP DEL | $25,945 | $29,135 |
| 91913Y100 VALERO ENERGY CORP N | ||
| 92826C839 VISA INC | $25,333 | $31,915 |
| 98978V103 ZOETIS INC | ||
| G1151C101 ACCENTURE PLC-CL A | ||
| H1467J104 CHUBB LTD | $36,458 | $45,257 |
| 00287Y109 ABBVIE INC | $23,200 | $27,190 |
| 040413205 ARISTA NETWORKS INC | $20,682 | $25,158 |
| 09857L108 ING HLDGS INC | $15,209 | $16,066 |
| 219350105 CORNING INC | $26,826 | $30,734 |
| 38141G104 GOLDMAN SACHS GROUP | $45,445 | $63,288 |
| 69608A108 PALANTIR TECHNOLOGIE | $31,018 | $35,906 |
| 806857108 SLB LTD | $25,352 | $26,789 |
| 833445109 SNOWFLAKE INC | $27,162 | $32,027 |
| 874039100 TAIWAN SEMICONDUCTOR | $33,400 | $42,241 |
| 90384S303 ULTA BEAUTY INC | $33,525 | $41,141 |
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 | $600 | $0 | $600 |
| STATE FILING/TAX PAYMENT | $200 | $0 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $57 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,074 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,267 | $0 | $0 |