Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
HOME SAVINGS CHARITABLE FOUNDATION XXX-XX-XXXX
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O FARMERS TRUST CO 42 MCCLURG R   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
YOUNGSTOWN, OH44512
A Employer identification number

34-1695319
B Telephone number (see instructions)

(330) 743-7000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$15,539,863J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 25 25  
4 Dividends and interest from securities...... 338,987 338,987  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 644,963
b Gross sales price for all assets on line 6a 5,571,324
7 Capital gain net income (from Part IV, line 2)... 644,963
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 983,975 983,975  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,423 35,296   15,127
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 2,850 713 0 2,138
c Other professional fees (attach schedule).... Click to see attachment 33,333 16,667   16,667
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 30,318 1,759   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 117,124 54,435 0 34,132
25 Contributions, gifts, grants paid........ 669,825 669,825
26 Total expenses and disbursements. Add lines 24 and 25 786,949 54,435 0 703,957
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 197,026
b Net investment income (if negative, enter -0-) 929,540
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 81,062 273,918 273,918
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 494,585 Click to see attachment1,385,641 1,393,357
b Investments—corporate stock (attach schedule)........ 6,992,742 Click to see attachment6,573,492 8,778,253
c Investments—corporate bonds (attach schedule)........ 4,205,323 Click to see attachment3,355,759 3,449,620
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,330,102 Click to see attachment1,712,031 1,644,715
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,103,814 13,300,841 15,539,863
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 13,103,814 13,300,841
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 13,103,814 13,300,841
31 Total liabilities and net assets/fund balances (see instructions).. 13,103,814 13,300,841
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 13,103,814
2 Enter amount from Part I, line 27a..................... 2 197,026
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1
4 Add lines 1, 2, and 3.......................... 4 13,300,841
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 13,300,841
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 370. ALLSTATE CORP COM   2013-09-27 2014-03-05
b 2365. ALLSTATE CORP COM   2013-02-07 2014-03-05
c 880. AMERISOURCEBERGEN CORP     2014-10-15
d 51. APPLE COMPUTER INC   2010-08-11 2014-05-07
e 1740. ASHLAND INC NEW   2012-10-18 2014-02-18
1240. AUTOMATIC DATA PROCESSING   2013-06-14 2014-08-06
500000. BELLSOUTH CORP 5.200% 09/15/14   2007-11-01 2014-07-15
1000. CBS CORP NEW B     2014-04-29
7445. CISCO SYS INC COM     2014-01-02
3670. CISCO SYS INC COM   2013-11-15 2014-03-28
715. CITIGROUP INC NEW   2013-04-16 2014-07-15
10440. D R HORTON INC   2013-08-07 2014-09-24
363. EBAY INC   2012-10-12 2014-03-28
700. EBAY INC     2014-06-03
1362. EBAY INC   2012-10-12 2014-08-21
50000. FEDERAL FARM CREDIT BANK 3.500% 08/07/23-14 C   2013-09-05 2014-06-27
200000. FEDERAL FARM CREDIT BANK 3.500% 08/07/23-14 C   2013-09-05 2014-08-07
5180.035 FEDERATED ULTRASHORT BOND FUND I NEW   2013-03-05 2014-03-20
20732.755 FIDELITY CAPITAL & INCOME     2014-06-30
145. GOOGLE INC CL C   2014-01-02 2014-04-09
31. GOOGLE INC CL C   2014-06-03 2014-06-11
2192.982 HARBOR INTERNATIONAL FUND INST   2013-09-11 2014-09-23
1404.676 HARBOR INTERNATIONAL FUND INST     2014-09-23
175. HERSHEY FOODS CORP COM   2010-09-29 2014-03-28
700. HERSHEY FOODS CORP COM   2010-09-29 2014-06-25
2486.184 JPMORGAN SMALL CAP CORE FUND SELECT   2013-12-20 2014-04-09
1685. KROGER CO     2014-01-15
2985. LEGGETT & PLATT   2013-04-25 2014-07-09
500000. MICROSOFT CORP 2.950% 06/01/14   2009-05-26 2014-06-01
.75 NOW INC   2014-03-11 2014-06-12
163. NOW INC   2014-03-11 2014-06-19
315. PNC FINL SVCS GROUP INC COM   2011-01-18 2014-04-29
605. PNC FINL SVCS GROUP INC COM   2011-01-18 2014-08-14
1355. PARKER-HANNIFIN CORP   2013-04-24 2014-05-07
1050. PHILIP MORRIS INTL INC   2009-05-27 2014-03-28
8183.254 TEMPLETON GLOBAL BOND ADVISOR   2013-09-11 2014-12-17
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-01-02
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-01-06
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-01-07
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-01-14
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-01-15
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-01-23
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-02-07
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-02-13
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-02-19
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-02-20
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-02-21
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-02-24
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-03-04
3588. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-03-07
6412. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-03-10
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-03-20
1400. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-03-25
8600. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-04-02
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-04-25
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-05-28
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-06-05
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-06-10
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-06-26
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-06-27
10000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-01
7100. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-01
2100. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-02
200. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-03
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-14
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-22
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-24
600. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-24
10000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-28
5688. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-28
4312. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-29
237. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-07-30
1667. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-04
992. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-05
7104. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-06
10000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-08
9943. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-08
57. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-11
10000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-11
400. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-12
700. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-14
244. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-15
8656. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-18
2785. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-19
3147. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-21
4068. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-08-22
582. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-09-04
200. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-09-08
2076. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-09-10
7142. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-09-11
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-09-16
10000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-09-18
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-09-18
1000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-09-19
10000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-10-03
10000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-10-21
1100. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-10-22
8900. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-10-23
7888. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-10-23
2112. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-10-24
4583. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-10-27
5417. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-10-28
10000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-10-28
10000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-10-30
10000. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-11-03
2200. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-11-12
4214. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-11-13
200. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-11-21
3386. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-11-24
1694. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-12-08
8306. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-12-09
3920. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-12-16
6080. UNITED COMMUNITY FINANCIAL CORP   1998-12-24 2014-12-17
968. VALERO ENERGY CORP NEW   2013-03-07 2014-03-11
333. WAL MART STORES INC COM     2014-03-28
1332. WAL MART STORES INC COM   2012-09-04 2014-09-17
150.5 WASHINGTON PRIME GROUP INC   2014-03-05 2014-06-19
2728. EATON CORP PLC   2014-05-07 2014-10-29
590. INVESCO PLC NEW   2013-09-27 2014-08-14
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 20,220   18,949 1,271
b 129,243   106,560 22,683
c 65,965   36,210 29,755
d 30,081   12,818 17,263
e 166,815   123,801 43,014
99,535   84,899 14,636
504,120   500,000 4,120
57,318   54,392 2,926
163,932   162,096 1,836
82,182   78,659 3,523
35,184   33,275 1,909
216,783   199,749 17,034
20,072   17,432 2,640
35,328   37,419 -2,091
75,960   65,406 10,554
49,776   49,667 109
200,000   198,668 1,332
47,397   47,760 -363
212,096   200,000 12,096
80,775   80,409 366
17,316   16,885 431
153,706   152,315 1,391
98,454   97,562 892
18,043   8,373 9,670
67,952   33,494 34,458
138,257   135,621 2,636
66,429   42,576 23,853
101,535   101,072 463
500,000   503,065 -3,065
25   24 1
5,527   5,137 390
26,264   19,919 6,345
49,907   38,257 11,650
166,679   120,891 45,788
84,474   43,762 40,712
100,736   107,288 -6,552
3,556   3,655 -99
3,550   3,655 -105
3,540   3,655 -115
3,430   3,655 -225
3,601   3,655 -54
3,530   3,655 -125
3,330   3,655 -325
3,351   3,655 -304
3,480   3,655 -175
3,440   3,655 -215
3,520   3,655 -135
3,511   3,655 -144
3,891   3,655 236
14,363   13,113 1,250
25,688   23,434 2,254
3,840   3,655 185
5,673   5,117 556
34,853   31,430 3,423
3,609   3,655 -46
3,715   3,655 60
3,767   3,655 112
3,760   3,655 105
3,926   3,655 271
4,011   3,655 356
40,999   36,547 4,452
29,464   25,948 3,516
8,715   7,675 1,040
830   731 99
3,904   3,655 249
3,953   3,655 298
4,009   3,655 354
2,484   2,193 291
42,411   36,547 5,864
24,287   20,788 3,499
18,412   15,759 2,653
1,017   866 151
7,151   6,092 1,059
4,256   3,625 631
30,475   25,963 4,512
43,099   36,547 6,552
43,351   36,338 7,013
249   208 41
44,099   36,547 7,552
1,784   1,462 322
3,122   2,558 564
1,088   892 196
38,605   31,635 6,970
12,644   10,178 2,466
14,287   11,501 2,786
18,468   14,867 3,601
2,648   2,127 521
910   731 179
9,446   7,587 1,859
32,495   26,102 6,393
4,589   3,655 934
46,400   36,547 9,853
4,650   3,655 995
4,669   3,655 1,014
47,541   36,547 10,994
45,599   36,547 9,052
5,038   4,020 1,018
40,761   32,527 8,234
36,600   28,828 7,772
9,799   7,719 2,080
21,356   16,749 4,607
25,252   19,797 5,455
47,399   36,547 10,852
48,599   36,547 12,052
50,899   36,547 14,352
11,308   8,040 3,268
21,662   15,401 6,261
1,030   731 299
17,404   12,375 5,029
8,741   6,191 2,550
42,858   30,356 12,502
20,697   14,326 6,371
32,110   22,220 9,890
51,663   41,301 10,362
25,370   24,628 742
101,236   98,065 3,171
2,962   2,877 85
178,770   197,440 -18,670
22,902   18,940 3,962
      63,777
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1,271
b       22,683
c       29,755
d       17,263
e       43,014
      14,636
      4,120
      2,926
      1,836
      3,523
      1,909
      17,034
      2,640
      -2,091
      10,554
      109
      1,332
      -363
      12,096
      366
      431
      1,391
      892
      9,670
      34,458
      2,636
      23,853
      463
      -3,065
      1
      390
      6,345
      11,650
      45,788
      40,712
      -6,552
      -99
      -105
      -115
      -225
      -54
      -125
      -325
      -304
      -175
      -215
      -135
      -144
      236
      1,250
      2,254
      185
      556
      3,423
      -46
      60
      112
      105
      271
      356
      4,452
      3,516
      1,040
      99
      249
      298
      354
      291
      5,864
      3,499
      2,653
      151
      1,059
      631
      4,512
      6,552
      7,013
      41
      7,552
      322
      564
      196
      6,970
      2,466
      2,786
      3,601
      521
      179
      1,859
      6,393
      934
      9,853
      995
      1,014
      10,994
      9,052
      1,018
      8,234
      7,772
      2,080
      4,607
      5,455
      10,852
      12,052
      14,352
      3,268
      6,261
      299
      5,029
      2,550
      12,502
      6,371
      9,890
      10,362
      742
      3,171
      85
      -18,670
      3,962
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 644,963
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 681,114 14,117,758 0.048245
2012 593,044 12,323,941 0.048121
2011 567,364 10,771,746 0.052671
2010 779,925 10,846,189 0.071908
2009 845,789 10,296,122 0.082146
2 Total of line 1, column (d) ...................... 2 0.303091
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.060618
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 14,564,306
5 Multiply line 4 by line 3....................... 5 882,859
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 9,295
7 Add lines 5 and 6......................... 7 892,154
8 Enter qualifying distributions from Part XII, line 4.............. 8 703,957
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 18,591
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,591
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,591
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 22,280
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,280
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,689
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,689 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNONE
    14
    The books are in care ofbulletFARMERS TRUST COMPANY Telephone no.bullet (330) 743-7000
    Located atbullet42 MCCLURG ROADYOUNGSTOWNOH ZIP+4bullet44512
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    FARMERS TRUST COMPANY TRUSTEE
    2     		50,423    
    42 MCCLURG ROAD
    YOUNGSTOWN,OH44512
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    14,547,507
    b
    Average of monthly cash balances.......................
    1b
    238,590
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,786,097
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    14,786,097
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    221,791
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,564,306
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    728,215
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    728,215
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    18,591
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,591
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    709,624
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    709,624
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    709,624
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    703,957
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    703,957
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    703,957
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 709,624
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 99,786
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 703,957
    a Applied to 2013, but not more than line 2a 99,786
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 604,171
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		105,453
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    HOME SAVINGS CHARITABLE FOUNDATION
    42 MCCLURG ROAD
    YOUNGSTOWN,OH44512
    (330) 743-7000
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE GRANTED TO QUALIFIED RECIPIENTS AS DETERMINED BY THE DISTRIBUTION COMMITTEE.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SMITH COLLEGE
    7 COLLEGE LANE
    NORTHAMPTON,MA01063     		N/A PRIVATE COLLEGE SCHOLARSHIP 750
    OH WOW
    YOUNGSTOWN FOUNDATION
    11 W FEDERAL STREET
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY PROGRAM SUPPORT 5,000
    SALVATION ARMY
    1501 GLENWOOD AVENUE
    YOUNGSTOWN,OH44511     		N/A PUBLIC CHARITY SUPPORT PROGRAMS 500
    AMERICAN HEART ASSOC
    840 SOUTHWESTERN RUN
    POLAND,OH44514     		N/A PUBLIC CHARITY SPONSOR-HEART BALL 5,000
    US MILITARY ACADEMY
    BUILDING 606
    WEST POINT,NY10996     		N/A PRIVATE ACADEMY SCHOLARSHIP 1,500
    OPERA WESTERN RESERVE
    C/O STAMBAUGH AUDITORIUM
    1000 FIFTH AVENUE
    YOUNGSTOWN,OH44504     		N/A PUBLIC CHARITY SUPPORT PROGRAM 1,000
    UNITED WAY OF GEAUGA COUNTY
    209 CENTER STREET UNIT H
    CHARDON,OH44024     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,000
    UNITED WAY OF SOUTHERN
    COLUMBIANA COUNTY
    525 MARKET ST STUITE 1
    EAST LIVERPOOL,OH43920     		N/A PUBLIC CHARITY PUBLIC SUPPORT 3,000
    BOWLING GREEN FIRELANDS
    COLLEGE
    1 UNIVERSITY DRIVE
    HURON,OH44839     		N/A PUBLIC UNIVERSITY ANNUAL SCHOLARSHIP 2,000
    BELLEVUE UNITED SELECTIVE FUND
    250 W MAIN STREET
    BELLEVUE,OH44811     		N/ PUBLIC CHARITY SUPPORT PROGRAM 2,000
    GENEVA COLLEGE
    3200 COLLEGE STREET
    BEAVER FALLS,PA15010     		N/A PRIVATE COLLEGE SCHOLARSHIP 2,000
    MERCYHURST COLLEGE
    501 E 38TH STREET
    ERIE,PA16546     		N/A PRIVATE COLLEGE SCHOLARSHIPS 1,500
    WESTMINSTER COLLEGE
    S MARKET ST
    NEW WILMINGTON,PA16172     		N/A PRIVATE COLLEGE SCHOLARSHIP 1,500
    DUQUESNE UNIVERSITY
    MYLAN SCHOOL OF PHARMACY
    600 FORBES AVENUE
    PITTSBURGH,PA15219     		N/A CATHOLIC UNIVERSITY SCHOLARSHIP 1,000
    ROBERT MORRIS UNIVERSITY
    6001 UNIVERSITY BOULEVARD
    MOON TOWNSHIP,PA15108     		N/A PRIVATE UNIVERSITY SCHOLARSHIP 1,500
    VILLA MARIA EDUCATION CENTER
    PO BOX 424
    VILLA MARIA,PA16155     		N/A PUBLIC CHARITY SUPPORT PROGRAM-GROW CAMP 1,000
    BEAVER TOWNSHIP PARK
    ADMINISTRATION
    FERN HOLLOW RD
    SEWICKLEY,PA15143     		N/A PUBLIC CHARITY SUPPORT PROGRAM 251
    CALIFORNIA UNIVERSITY OF
    PENNSYLVANIA
    250 UNIVERSITY AVENUE
    CALIFORINIA,PA15419     		N/A PUBLIC UNIVERSITY SCHOLARSHIP 750
    LIFESTEPS INC
    383 NEW CASTLE ROAD
    BUTLER,PA16001     		N/A PUBLIC CHARITY SUPPORT PROGRAM 4,000
    HOUSING OPPORTUNITIES
    OF BEAVER COUNTY INC
    282 E END AVENUE
    BEAVER,PA15009     		N/A PUBLIC CHARITY PROGRAM SUPPORT 5,000
    WOODLANDS FOUNDATION
    134 SHENOT ROAD
    WEXFORD,PA15090     		N/A PUBLIC CHARITY PROGRAM SUPPORT 2,000
    SOJOURN TO THE PAST
    PO BOX 5694
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY ANNUAL FUND 2,600
    YOUNGSTOWN NEIGHBORHOOD
    820 CANFIED ROAD
    YOUNGSTOWN,OH44511     		N/A PUBLIC CHARITY SUPPORT PROGRAM 25,000
    BOARDMAN PARK
    375 BOARDMAN-POLAND RD
    YOUNGSTOWN,OH44512     		N/A PUBLIC CHARITY SUPPORT PROGRAM 250
    CANFIELD ATHLETIC BOOSTERS
    PO BOX 54
    CANFIELD,OH44406     		N/A PUBLIC CHARITY SUPPORT PROGRAM 10,000
    WITTENBERG UNIVERSITY
    PO BOX 720
    SPRINGFIELD,OH45501     		N/A PUBLIC UNIVERSITY SCHOLARSHIPS 3,000
    MOUNT VERNON NAZARENE
    UNIVERSITY
    800 MARTINSBURG ROAD
    MOUNT VERNON,OH43050     		N/A PRIVATE UNIVERSITY SCHOLARSHIP 750
    APPRISEN FINANCIAL ADVOCATES
    3050 ELM RD NE SUITE 3
    WARREN,OH44483     		N/A PUBLIC CHARITY PROGRAM SUPPORT 2,500
    OHIO STATE UNIVERSITY
    154 W 12TH STREET
    COLUMBUS,OH43210     		N/A PUBLIC UNIVERSITY SCHOLARSHIPS 2,250
    EASTERN GATEWAY COMMUNITY
    COLLEGE
    4000 SUNSET BLVD
    STEUBENVILLE,OH43952     		N/A PUBLIC COMM COLLEGE SCHOLARSHIP 1,500
    NEWCOMERS AND FRIENDS
    PO BOX 21
    HURON,OH44839     		N/A PUBLIC CHARITY PROGRAM SUPPORT 1,000
    RICH CENTER FOR AUTISM
    YOUNGSTOWN ST UNIVERSITY
    ONE UNIVERSITY PLAZA
    YOUNGSTOWN,OH44555     		N/A PUBLIC CHARITY SPONSORSHIP-FALL EVENT 3,000
    OTTERBEIN COLLEGE
    ONE OTTERBEIN COLLEGE
    WESTERVILLE,OH43081     		N/A PRIVATE COLLEGE SCHOLARSHIP 1,500
    MARIETTA COLLEGE
    215 FIFTH STREET
    MARIETTA,OH45750     		N/A PRIVATE COLLEGE SCHOLARSHIP 1,500
    MIAMI UNIVERSITY
    501 E HIGH STREET
    OXFORD,OH45056     		N/A PUBLIC UNIVERSTIY SCHOLARSHIPS 1,500
    BEAVER CREEK WILDLIFE
    PO BOX 2212
    EAST LIVERPOOL,OH43920     		N/A PUBLIC CHARITY CAPITAL- NEW DISPLAY CASE 2,000
    YOUNGSTOWN SYMPHONY
    CENTER
    260 FEDERAL PLAZA WEST
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY CONCERT SPONSORSHIP 5,500
    NEIL KENNEDY RECOVERY
    CLINIC
    2555 RUSH BLVD
    YOUNGSTOWN,OH44507     		N/A PUBLIC CHARITY CAPITAL-BATHROOM 5,000
    UNITED WAY OF RICHLAND
    COUNTY
    35 N PARK STREET
    MANSFIELD,OH44902     		N/A PUBLIC CHARITY PUBLIC SUPPORT 1,000
    GOODWILL INDUSTRIES
    2747 BELMONT AVENUE
    YOUNGSTOWN,OH44505     		N/A PUBLIC CHARITY PROGRAM SUPPORT 5,000
    MED WORKS
    CLEVELAND CLINIC HEALTH SYSTEM
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,000
    UNITED WAY OF MAHONING VALLEY
    COMMUNITY CORPORATION
    255 WATT STREET
    YOUNGSTOWN,OH44505     		N/A PUBLIC CHARITY PUBLIC SUPPORT 33,000
    ASHLAND UNIVERSITY
    401 COLLEGE AVENUE
    ASHLAND,OH44805     		N/A PUBLIC UNIVERSITY BUSINESS SCHOLARSHIP 2,000
    BALDWIN WALLACE COLLEGE
    275 EASTLAND ROAD
    BEREA,OH44017     		N/A PRIVATE COLLEGE SCHOLARSHIPS 750
    MOUNT UNION COLLEGE
    1972 CLARK AVENUE
    ALLIANCE,OH44601     		N/A PRIVATE COLLEGE SCHOLARSHIP 1,500
    YMCA-YOUNGSTOWN
    17 N CHAMPION STREET
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY ANNUAL CAMPAIGN 10,000
    YWCA
    25 W RAYEN STREET
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY SPONSORSHIP-WOMEN'S ART 10,000
    MAHONING VALLEY ASSOCIATION
    PO BOX 1526
    YOUNGSTOWN,OH44501     		N/A PUBLIC CHARITY PROGRAM SUPPORT 500
    GIRL SCOUTS OF NORTH EAST OHIO
    ONE GIRL SCOUT WAY
    MACADONIA,OH440562156     		N/A PUBLIC CHARITY PROGRAM SUPPORT 2,500
    BUTLER INSTITUTE OF ART
    524 WICK AVENUE
    YOUNGSTOWN,OH44502     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,000
    POTENTIAL DEVELOPMENT
    PROGRAM INC
    209 W WOODLAND AVENUE
    YOUNGSTOWN,OH44502     		N/A PUBLIC CHARITY CAPITAL-NEW HIGH SCHOOL 20,000
    UNITED WAY OF NORTHERN
    COLUMBIANA COUNTY
    713 E STATE STREET
    SALEM,OH44460     		N/A PUBLIC CHARITY PUBLIC SUPPORT 3,000
    FINE ARTS ASSOCIATION
    LAKE COUNTY
    38660 MENTOR AVENUE
    WILLOUGHBY,OH44094     		N/A PUBLIC CHARITIES SUPPORT CAPITAL CAMPAIGN 5,000
    MAHONING VALLEY HIS SOC
    648 WICK AVENUE
    YOUNGSTOWN,OH44502     		N/A PUBLIC CHARITY CAPITAL-TYLER GIFT SHOP 25,000
    NORWALK AREA UNITED FUND
    PO BOX 134
    NORWALK,OH44857     		N/A PUBLIC CHARITY PUBLIC SUPPORT 2,000
    JUNIOR ACHIEVEMANT OF NC
    OHIO INC
    P O BOX 26006
    AKRON,OH44319     		N/A PUBLIC CHARITY SUPPORT PROGRAM 1,375
    SINGING ANGELS
    3615 EUCLID AVE STE 4
    CLEVELAND,OH44115     		N/A PUBLIC CHARITY SUPPORT PROGRM 3,000
    BEULAH BEACH CORPORATION
    6101 W LAKE ROAD
    VERMILION,OH44089     		N/A PUBLIC CHARITY CAPITAL - NEW FACILITY 5,000
    UNITED WAY OF PORTAGE
    COUNTY
    126 NORTH PROSPECT STREET
    RAVENNA,OH44266     		N/A PUBLIC CHARITY PUBLIC SUPPORT 2,000
    BOYS & GIRLS CLUB
    OF YOUNGSTOWN
    2105 OAK HILL AVENUE
    YOUNGSTOWN,OH44507     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,500
    UNITED WAY OF TRUMBULL
    COUNTY
    3601 YOUNGSTOWN RD SE
    WARREN,OH44484     		N/A PUBLIC CHARITY PUBLIC SUPPORT 2,500
    VALLEY ART CENTER
    155 BELL STREET
    CHAGRIN FALLS,OH44022     		N/A PUBLIC CHARITY PROGRAM SUPPORT 2,500
    UNITED WAY OF LAKE COUNTY
    9285 PROGRESS PKWY
    MENTOR,OH44060     		N/A PUBLIC CHARITY PUBLIC SUPPORT 2,000
    AURORA ONE FUND
    7075 N AURORA ROAD
    AURORA,OH442029626     		N/A PUBLIC CHARITY PUBLIC SUPPORT 1,000
    WESTERN RESERVE PUBLIC
    MEDIA
    P O BOX 5191
    KENT,OH442405191     		N/A PUBLIC CHARITY UNDERWRITING SUPPORT 6,300
    SCORE AT YSU
    306 WILLIAMSON HALL
    YOUNGSTOWN,OH44555     		N/A PUBLIC CHARITY ANNUAL SUPPORT 1,500
    BIG BROTHERSBIG SISTERS
    325 N STATE STREET
    GIRARD,OH44420     		N/A PUBLIC CHARITY HIGH SCHOOL MENTORING 10,000
    TABERNACLE BAPITIST CHURCH
    707 ARLINGTON STREET
    YOUNGSTOWN,OH44510     		N/A RELIGIOUS SUPPORT PROGRAM 4,000
    AMERICAN CANCER SOCIETY
    525 N BROAD STREET
    CANFIELD,OH44406     		N/A PUBLIC CHARITY SUPPORT PROGRAMS 31,180
    HELP HOTLINE CRISIS
    CENTER
    ADDRESS CONFIDENTIAL
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY ANNUAL SUPPORT 5,000
    SISTER JEROME'S SCHOOLS INC
    MILLCREEK CHILDREN'S CENTER
    44 ESSEX STREET
    YOUNGSTOWN,OH44502     		N/A PUBLIC CHARITY SUPPORT PROGRAM - CHRISTMAS 1,500
    SILVER LINING CANCER FUND
    PO BOX 401
    CANFIELD,OH44406     		N/A PUBLIC CHARITY DIRECT ASSISTANCE TO 5,000
    INTERFAITH HOME
    MAINTENANCE
    1005 W RAYEN AVENUE
    YOUNGSTOWN,OH44502     		N/A PUBLIC CHARITY SUPPORT PROGRAM 5,000
    ASHLAND SYMPHONY
    ORCHESTRA
    PO BOX 13
    ASHLAND,OH44805     		N/A PUBLIC CHARITY SUPPORT PROGRAM 1,500
    BALLET WESTERN RESERVE
    218 W BOARDMAN STREET
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY PUBLIC SUPPORT 5,000
    WYSU-FM
    ONE UNIVERSITY PLAZA
    YOUNGSTOWN,OH44555     		N/A PUBLIC CHARITY SPONSOR-ANNUAL CONTRACT 5,000
    BOARDMAN BOOSTER CLUB
    PO BOX 3174
    YOUNGSTOWN,OH445133174     		N/A PUBLIC CHARITY SUPPORT PROGRAM-CAPITAL 50,000
    STREETSBORO CHRISTIAN
    CUPBOARD
    1034 W MAIN STREET
    RAVENNA,OH44266     		N/A PUBLIC CHARITY SUPPORT PROGRAM 4,000
    YOUNGSTOWN ROTARY CLUB
    PO BOX 68
    WARREN,OH44482     		N/A PUBLIC CHARITY PROGRAM SUPPORT 1,500
    WOMENSAFE INC
    12041 RAVENNA ROAD
    CHARDON,OH44024     		N/A PUBLIC CHARITY PROGRAM SUPPORT 2,500
    LAKELAND COLLEGE
    FOUNDATION
    7700 CLOCKTOWER DRIVE
    KIRKLAND,OH440945198     		N/A PRIVATE COLLEGE SCHOLARSHIP 1,500
    SECOND HARVEST FOOD BANK
    2805 SALT SPRINGS ROAD
    YOUNGSTOWN,OH44509     		N/A PUBLIC CHARITY SUPPORT PROGRAM 10,000
    BELLEVUE FISH & LOAVES
    1400 W MAIN STREET
    BELLEVUE,OH44811     		N/A PUBLIC CHARITY PROGRAM SUPPORT 5,000
    SANDUSKY ECONOMIC
    DEVELOPMENT CORP
    2511 COUNTRYSIDE DRIVE
    FREMONT,OH43420     		N/A CHARITABLE CAPITAL CAMPAIGN PLEDGE 5,000
    NILES COMMUNITY SERVICES
    401 VIENNA AVENUE
    NILES,OH44446     		N/A PUBLIC CHARITY PUBLIC SUPPORT 1,000
    CHILDREN'S REHAB CENTER
    885 HOWLAND WILSON NE
    WARREN,OH44484     		N/A PUBLIC CHARITY ANNUAL-PLEDGE-CAPITAL & 30,000
    YOUNGSTOWN WARREN
    REGIONAL CHAMBER OF COMM
    11 FEDERAL PLAZA W
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY ECONOMIC DEVELOPMENT 10,000
    MILL CREEK METRO PARKS
    123 MCKINLEY AVENUE
    YOUNGSTOWN,OH44509     		N/A PUBLIC CHARITY CAPITAL CAMPAIGN 1,000
    WAY STATION
    769 SPRINGFIELD ROAD
    COLUMBIANA,OH44408     		N/A CHARITABLE PUBLIC SUPPORT 2,000
    ABIGAIL MINISTRIES
    3900 LAYLIN ROAD
    NORWALK,OH44857     		N/A PUBLIC CHARITY SUPPORT PROGRAM 12,000
    MAHONING COUNTY SPECIAL
    OLYMPICS
    4791 WOODRIGE
    YOUNGSTOWN,OH44515     		N/A PUBLIC CHARITY PUBLIC SUPPORT 500
    BEATITUDE HOUSE
    238 TOD LANE
    YOUNGSTOWN,OH44504     		N/A PUBLIC CHARITY PROGRAM SUPPORT 10,000
    JUNIOR ACHIEVEMENT OF
    MAHONING VALLEY
    1601 MOTOR INN DRIVE 305
    GIRARD,OH44420     		N/A PUBLIC CHARITY PROGRAM SUPPORT 5,000
    DEEPWOOD FOUNDATION
    8121 DEEPWOOD BLVD
    MENTOR,OH44060     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,500
    SUICIDE PREVENTION EDUCATION
    ALLIANCE
    29425 CHAGRIN BLVD SUITE 203
    CLEVELAND,OH441224602     		N/A PUBLIC CHARITY SUPPORT PROGRAM 5,000
    HOPEWELL INN
    PO BOX 193
    MESOPOTAMIA,OH44439     		N/A PUBLIC CHARITY CAPITAL CAMPAIGN 2,500
    ANTONINE SISTERS
    2675 N LIPKEY ROAD
    NORTH JACKSON,OH44451     		N/A PUBLIC CHARITY PUBLIC SUPPORT- ADULT DAY 5,000
    YOUNGSTOWN BUSINESS
    INCUBATOR
    241 FEDERAL PLAZA WEST
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY SUPPORT PROGRAM 10,000
    MARCH OF DIMES
    6000 KIRK ROAD
    AUSTINTOWN,OH44515     		N/A PUBLIC CHARITY SPONSORSHIP-MARCH FOR 2,000
    ECUMENICAL SHELTER NETWORK
    OF LAKE COUNTY INC
    25 FREEDOM ROAD
    PAINESVILLE,OH44077     		N/A PUBLIC CHARITY CAPITAL - SHELTER ADDITION 5,000
    CANFIELD FOUNDATION INC
    12 W MAIN STREET
    CANFIELD,OH44406     		N/A PUBLIC CHARITY CAPITAL - NEW LIBRARY 5,000
    NORWALK ECONOMIC DEVELOPM
    12 BENEDICT AVENUE
    NORWALK,OH44857     		N/A PUBLIC CHARITY ANNUAL SUPPORT 1,000
    LEADERSHIP SENECA COUNTY
    PO BOX 235
    TIFFIN,OH44883     		N/A PUBLIC CHARITY SUPPORT PROGRAM 1,000
    BELLEVUE DOWNTOWN REVITALIZATION
    110 W MAIN STREET
    BELLEVUE,OH44811     		N/A PUBLIC CHARITY CAPITAL - NEW BENCHES 3,671
    LOU HOLTZ HALL OF FAME
    OHIO VALLEY
    120 E 5TH STREET
    EAST LIVERPOOL,OH43920     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,000
    HOPE HOUSE VISITATION
    CENTER
    660 W EARLE AVENUE
    YOUNGSTOWN,OH44511     		N/A PUBLIC CHARITY PROGRAM SUPPORT 2,000
    COLUMBIANA COUNTY EDUCATIONAL
    SERVICE
    966 1/2 N MARKET STREET
    LISBON,OH44432     		N/A PUBLIC CHARITY SUPPORT PROGRAM 1,800
    YOUNGSTOWN CITY SCHOOL
    DISTRICT
    50 ESSEX STREET
    YOUNGSTOWN,OH44506     		N/A PUBLIC CHARITY SUPPORT PROGRAM 5,000
    URSULINE HIGH SCHOOL
    750 WICK AVENUE
    YOUNGSTOWN,OH44505     		N/A PRIVATE HIGH SCHOOL SUPPORT PROGRAM 5,000
    TIFFIN UNIVERSITY
    155 MIAMI STREET
    TIFFIN,OH44883     		N/A PRIVATE UNIVERSITY ANNUAL SCHOLARSHIPS 2,750
    HEIDELBERG COLLEGE
    310 E MARKET STREET
    TIFFIN,OH44883     		N/A PRIVATE COLLEGE BUSINESS SCHOLARSHIPS 2,000
    UNIVERSITY OF FINDLAY
    1316 N CORY STREET
    FINDLAY,OH45840     		N/A PUBLIC UNIVERSITY ANNUAL SCHOLARSHIPS 1,500
    UNITED WAY OF ERIE COUNTY
    416 COLUMBUS AVENUE
    SANDUSKY,OH44870     		N/A PUBLIC CHARITY PUBLIC SUPPORT 2,000
    UNITED WAY OF ASHLAND
    COUNTY
    132 W MAIN STREET LOWER LEVEL
    ASHLAND,OH44805     		N/A PUBLIC CHARITY PUBLIC SUPPORT 2,000
    BOWLING GREEN UNIVERSITY
    231 ADMINISTRATION BLDG
    BOWLING GREEN,OH43403     		N/A PUBLIC UNIVERSITY ANNUAL SCHOLARSHIP 3,750
    BELLEVUE PUBLIC LIBRARY
    224 E MAIN STREET
    BELLEVUE,OH448111467     		N/A PUBLIC CHARITY SUPPORT KINDERGARTEN BOOK 875
    COMMUNITY ACTION AGENCY
    OF COLUMBIANA COUNTY
    7880 LINCOLE PL
    LISBON,OH44432     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,000
    KENT STATE UNIVERSITY
    108 MICHAEL SCHWARTZ CENTER
    KENT,OH44242     		N/A PUBLIC UNIVERSITY SCHOLARSHIPS 18,250
    YOUNGSTOWN ST UNIVERSITY
    ONE UNIVERSITY PLAZA
    YOUNGSTOWN,OH44555     		N/A PUBLIC UNIVERSITY SUPPORT PROGRAMS & 51,975
    SALVATION ARMY OF NORTHEAST
    OHIO
    45940 Y AND O ROAD
    EAST LIVERPOOL,OH43920     		N/A PUBLIC CHARITY EAST LIVERPOOL EMERGENCY 2,500
    WKSU
    KENT STATE UNIVERSITY
    1613 E SUMMIT ST
    KENT,OH44240     		N/A PUBLIC CHARITY ANNUAL UNDERWRITING SUPPORT 5,523
    COLUMBIA COLLEGE CHICAGO
    600 S MICHIGAN AVENUE
    CHICAGO,IL60605     		N/A PRIVATE COLLEGE SCHOLARSHIP 375
    JASON MADACHY FOUNDATION
    12231 GIRDLED ROAD
    PAINESVILLE,OH44077     		N/A PUBLIC CHARITY SUPPORT PROGRAM 900
    MCDONALD COMMUNITY FUND
    451 OHIO AVENUE
    MCDONALD,OH44437     		N/A PUBLIC CHARITY SUPPORT PROGRAM 1,000
    NEW DAY FAMILY RESOURCE
    CENTER
    1135 WARREN STREET
    SANDUSKY,OH44870     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,000
    YELLOW BRICK PLACE
    PO BOX 9243
    BOARDMAN,OH44513     		N/A PUBLIC CHARITY CAPITAL-NEW CANCER WELLNESS 5,000
    TRINITY CHRISTIAN ACADEMY
    250 B BENEDICT AVENUE
    NORWALK,OH44857     		N/A PUBLIC CHARITY PROGRAM SUPPORT 1,000
    CATHOLIC UNIVERSITY OF AMERICA
    620 MICHIGAN AVENUE NE
    WASHINGTON,DC20064     		N/A PRIVATE UNIVERSITY SCHOLARSHIPS 750
    AMERICAN RED CROSS
    MAHONING VALLEY
    8392 TOD AVENUE
    WARREN,OH44481     		N/A PUBLIC CHARITY PROGRAM SUPPORT 5,000
    SUSTAINABLE OPPORTUNITY
    DEVELOPMENT CENTER INC
    550 S ELLSWORTH AVENUE
    SALEM,OH44460     		N/A PUBLIC CHARITY PROGRAM SUPPORT 5,000
    NEIGHBORHOOD MINISTRIES
    PO BOX 640
    CAMPBELL,OH44405     		N/A PUBLIC CHARITY SUPPORT YOUTH & SUMMER 4,000
    Total .................................bullet 3a 669,825
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 25  
    4 Dividends and interest from securities....     14 338,987  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 644,963  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   983,975  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13983,975
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    HOME SAVINGS CHARITABLE FOUNDATION XXX-XX-XXXX
    EIN: 34-1695319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,850 713   2,138

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    HOME SAVINGS CHARITABLE FOUNDATION XXX-XX-XXXX
    EIN: 34-1695319
    Name of Bond End of Year Book Value End of Year Fair Market Value
    300,000 PRAXAIR INC 2.200% 296,925 287,463
    500,000 BELLSOUTH CORP 5.200%    
    100,000 WELLS FARGO 3.450% 93,119 101,349
    500,000 COLGATE PALMOLIVE 2.45 517,565 500,470
    500,000 GOLDMAN SACHS 5.125% 481,250 500,640
    200,000 MICROSOFT CORP 4.200% 208,996 219,728
    500,000 JPMORGAN CHASE 6.000% 499,970 559,420
    500,000 MICROSOFT CORP 2.950%    
    500,000 DU PONT E I DE 3.250% 501,555 500,330
    200,000 BARCLAYS BK PLC 3.600% 200,000 206,856
    200,000 DUKE ENERGY IND 3.750% 200,976 211,912
    200,000 STATOIL ASA NOTE 3.125 201,902 208,950
    150,000 COCA COLA 1.800% 153,501 152,502

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    HOME SAVINGS CHARITABLE FOUNDATION XXX-XX-XXXX
    EIN: 34-1695319
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2,985 SHS LEGGETT & PLATT    
    3,000 SHS ROBERT HALF INTERNL 116,041 175,140
    665,323 SHS UNITED COMM FIN 2,365,498 3,572,785
    1,280 SHS CHEVRON CORP 100,531 143,590
    500 SHS AMERICAN EXPRESS 45,801 46,520
    1,645 SHS WELLPOINT INC    
    590 SHS INVESCO PLC NEW    
    1,740 SHS ASHLAND INC NEW    
    1,675 SHS HELMERICH & PAYNE 132,702 112,929
    2,955 SHS INTEL CORP 67,521 107,237
    2,000 SHS NUCOR CORP 103,748 98,100
    1,180 SHS PNC FINL SVCS GR 71,045 107,651
    500 SHS IBM 84,778 80,220
    2,200 SHS VALERO ENERGY CORP 95,934 108,900
    2,345 SHS JOHNSON & JOHNSON 161,676 245,217
    1,395 SHS CITIGROUP INC NEW 64,920 75,483
    1,394 SHS ANALOG DEVICES 73,272 77,395
    1,050 SHS PHILLIP MORRIS INT'L    
    1,360 SHS HONEYWELL INTERN'L 75,435 135,891
    1,940 SHS ANTHEM INC 175,896 243,800
    1,202 SHS CVS HEALTH CORP 83,600 115,765
    2,425 SHS EBAY INC    
    955 SHS CHESAPEAKE ENERGY CO 24,824 18,689
    1,500 SHS CONSTELLATION BRANDS 132,034 147,255
    1,720 SHS AMERISOURCEBERGEN 56,159 155,075
    1,743 SHS APPLE COMPUTER INC 72,339 192,392
    2,045 SHS EASTMAN CHEMICAL 158,587 155,134
    5,020 SHS CORNING INC 99,857 115,109
    1,685 SHS KROGER CO    
    8,265 SHS GENERAL ELEC CO 161,126 208,857
    875 SHS THE HERSHEY CO    
    4,300 SHS MICROSOFT CORP 119,325 199,735
    5,285 SHS QUANTA SERVICES INC 142,887 150,041
    1,355 SHS PARKER-HANNIFIN    
    1,700 SHS ROYAL DUTCH SHELL 95,092 113,815
    4,890 SHS VERIZON COMM 214,363 228,754
    1,665 SHS WALMART STORES INC    
    2,230 SHS DARDEN RESTAURANTS 102,322 130,745
    2,735 SHS ALLSTATE CORP    
    1,240 SHS AUTOMATIC DATA PROC    
    1,000 SHS CBS CORP NEW B    
    11,115 SHS CISCO SYS INC    
    10,440 SHS D R HORTON INC    
    1,010 SHS DISNEY WALT CO 83,536 95,132
    840 SHS FEDEX CORP 138,011 145,874
    1,331 SHS F5 NETWORKS INC 143,478 173,649
    666 SHS GOLDMAN SACHS GR 114,067 129,091
    363 SHS GOOGLE INC CL A 203,956 192,630
    1,340 SHS HCA HOLDINGS INC 67,524 98,343
    1,514 SHS KRAFT FOODS GR INC 84,329 94,867
    1,000 SHS NATIONAL OILWELL VA 74,227 65,530
    1,105 SHS PEPSICO INC 102,249 104,489
    3,765 SHS TJX COMPANIES 222,894 258,204
    3,000 SHS WISCONSIN ENERGY 141,908 158,220

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    HOME SAVINGS CHARITABLE FOUNDATION XXX-XX-XXXX
    EIN: 34-1695319
    US Government Securities - End of Year Book Value:

    1,385,641
    US Government Securities - End of Year Fair Market Value:

    1,393,357
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    HOME SAVINGS CHARITABLE FOUNDATION XXX-XX-XXXX
    EIN: 34-1695319
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    10,088.831 BLACKROCK GNMA AT COST 100,081 100,081
    32,170.969 FED INSTIT HIGH YD AT COST 331,965 317,849
    17,856.424 IVY INTERNL CORE EQ AT COST 351,117 305,166
    400.000 SIMON PROPERTY GR AT COST 64,322 72,844
    5,180.035 FED ULTRASHORT      
    15,845.169 FIDELITY C & I      
    4,875.670 GOLDMAN SACHS S AT COST 100,000 103,364
    2,914.691 HARBOR INTERN'L      
    5,047.706 JPMORGAN SM CAP AT COST 275,352 274,191
    3,007.682 OPPENHEIMER DEV AT COST 99,700 105,449
    17,452.006 PIMCO COMM REAL AT COST 100,000 78,185
    2,000.000 SPDR S&P REG BK AT COST 71,668 81,400
    16,614.485 TEMPLETON GL BD AT COST 217,826 206,186

    TY 2014 OtherExpensesSchedule
    Name:
    HOME SAVINGS CHARITABLE FOUNDATION XXX-XX-XXXX
    EIN: 34-1695319
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE OF OHIO FILING FEE 200 0   200


    TY 2014 OtherIncreasesSchedule
    Name:
    HOME SAVINGS CHARITABLE FOUNDATION XXX-XX-XXXX
    EIN: 34-1695319
    Description Amount
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    HOME SAVINGS CHARITABLE FOUNDATION XXX-XX-XXXX
    EIN: 34-1695319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION FEES 33,333 16,667   16,667


    TY 2014 TaxesSchedule
    Name:
    HOME SAVINGS CHARITABLE FOUNDATION XXX-XX-XXXX
    EIN: 34-1695319
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 949 949   0
    FEDERAL TAX PAYMENT - PRIOR YE 6,279 0   0
    FEDERAL ESTIMATES - INCOME 16,710 0   0
    FEDERAL ESTIMATES - PRINCIPAL 5,570 0   0
    FOREIGN TAXES ON QUALIFIED FOR 448 448   0
    FOREIGN TAXES ON NONQUALIFIED 362 362   0