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
NECKERMAN WILLIAM M JR CHARITABLE
 

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

45-6830857
B Telephone number (see instructions)

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$4,165,571J 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).............. 1,635,230
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 14 14  
4 Dividends and interest from securities...... 100,143 100,143  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 163,925
b Gross sales price for all assets on line 6a 2,027,746
7 Capital gain net income (from Part IV, line 2)... 163,925
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........ 1,899,312 264,082  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,910 18,137   7,773
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 1,650 413 0 1,238
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,426 1,051   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.......... 32,186 19,601 0 9,211
25 Contributions, gifts, grants paid........ 123,000 123,000
26 Total expenses and disbursements. Add lines 24 and 25 155,186 19,601 0 132,211
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,744,126
b Net investment income (if negative, enter -0-) 244,481
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.......... 47,984 246,933 246,933
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)      
b Investments—corporate stock (attach schedule)........ 1,032,526 Click to see attachment1,263,489 1,424,423
c Investments—corporate bonds (attach schedule)........ 1,015,815 Click to see attachment1,167,420 1,177,285
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 250,948 Click to see attachment1,410,909 1,316,930
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) 2,347,273 4,088,751 4,165,571
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......... 2,347,273 4,088,751
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)...... 2,347,273 4,088,751
31 Total liabilities and net assets/fund balances (see instructions).. 2,347,273 4,088,751
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 2,347,273
2 Enter amount from Part I, line 27a..................... 2 1,744,126
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1
4 Add lines 1, 2, and 3.......................... 4 4,091,400
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,649
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 4,088,751
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 610. AT&T INC   2013-05-31 2014-05-13
b 100000. AT&T INC 0.875% 02/13/15   2012-05-04 2014-07-15
c 225. ALLSTATE CORP COM     2014-03-05
d 435. ALLSTATE CORP COM   2013-02-07 2014-03-05
e 225. AMERISOURCEBERGEN CORP   2012-12-10 2014-05-13
205. AMERISOURCEBERGEN CORP     2014-10-15
9. APPLE COMPUTER INC   2012-10-11 2014-05-07
10. APPLE COMPUTER INC   2013-05-31 2014-05-13
1. APPLE COMPUTER INC   2012-10-11 2014-05-13
607. AUTOMATIC DATA PROCESSING     2014-05-13
208. AUTOMATIC DATA PROCESSING   2013-06-14 2014-08-06
161. AUTOMATIC DATA PROCESSING     2014-08-06
645. CBS CORP NEW B   2013-02-07 2014-04-29
93. CVS/CAREMARK CORP   2014-01-15 2014-05-13
44. CHEVRONTEXACO CORP   2012-10-11 2014-05-13
675. CINCINNATI FINANCIAL CORP   2013-05-31 2014-05-13
890. CISCO SYS INC COM     2014-01-02
445. CISCO SYS INC COM   2013-03-07 2014-03-28
109. CITIGROUP INC NEW   2013-04-16 2014-05-13
76. CITIGROUP INC NEW   2013-04-16 2014-07-15
220. CITIGROUP INC NEW   2013-05-31 2014-07-15
14. CITIGROUP INC NEW   2013-08-05 2014-07-15
168.775 COHEN & STEERS REALTY SHARES   2012-04-12 2014-04-07
1834. D R HORTON INC     2014-09-24
424. DARDEN RESTAURANTS INC COM     2014-12-17
471. DISNEY WALT CO COM DISNEY     2014-05-13
385. DU PONT E I DE NEMOURS & CO COM   2013-05-31 2014-05-13
90. EASTMAN CHEM CO COM   2013-10-01 2014-05-13
25. EBAY INC   2014-05-23 2014-06-03
185. EBAY INC   2014-05-23 2014-06-03
598. EBAY INC     2014-08-21
1141.837 EUROPACIFIC GROWTH FUND F2   2012-04-12 2014-04-07
15960.91 FIDELITY CAPITAL & INCOME     2014-06-25
457. GENERAL ELEC CO COM   2012-10-11 2014-05-13
11. GOLDMAN SACHS GROUP INC   2014-03-05 2014-05-13
31. GOLDMAN SACHS GROUP INC   2014-03-05 2014-05-13
2192.226 GOLDMAN SACHS SMALL/MID CAP GROWTH CLASS I     2014-06-25
15. GOOGLE INC CL C   2014-01-02 2014-04-09
9. GOOGLE INC CL C   2014-06-03 2014-06-11
4498.155 HARBOR INTERNATIONAL FUND INST     2014-09-23
138. HELMERICH & PAYNE   2013-11-21 2014-05-13
65. HELMERICH & PAYNE   2013-11-21 2014-12-15
220. HERSHEY FOODS CORP COM     2014-06-25
96. HONEYWELL INTERNATIONAL INC   2012-10-11 2014-05-13
655. INTEL CORP COM   2013-10-02 2014-05-13
20. INTERNATIONAL BUSINESS MACHINES   2012-10-11 2014-05-13
80. INTERNATIONAL BUSINESS MACHINES     2014-10-22
135. JOHNSON & JOHNSON COM   2012-10-11 2014-05-13
551. KINDER MORGAN INC CLASS P   2013-05-31 2014-03-11
612. KINDER MORGAN INC CLASS P     2014-05-13
507. KINDER MORGAN INC CLASS P   2013-06-20 2014-05-14
543. KRAFT FOODS GROUP INC     2014-05-13
635. KROGER CO     2014-01-15
236. LEGGETT & PLATT   2013-04-25 2014-05-13
41. LEGGETT & PLATT   2013-04-25 2014-05-13
728. LEGGETT & PLATT     2014-07-09
567. LEGGETT & PLATT     2014-07-09
400. LILLY ELI & CO COM   2013-05-31 2014-05-13
308. MICROSOFT CORP COM   2012-04-16 2014-05-13
18. NATIONAL OILWELL VARCO INC   2014-03-11 2014-05-13
94. NUCOR CORP COM   2013-07-05 2014-05-13
105. NUCOR CORP COM   2014-05-23 2014-06-04
78. PNC FINL SVCS GROUP INC COM   2012-10-11 2014-04-29
154. PNC FINL SVCS GROUP INC COM     2014-05-13
165. PNC FINL SVCS GROUP INC COM   2013-05-31 2014-08-14
218. PARKER-HANNIFIN CORP   2013-04-24 2014-05-07
65. PHILIP MORRIS INTL INC   2013-05-31 2014-03-28
170. PHILIP MORRIS INTL INC     2014-03-28
3060.147 RIDGEWORTH MID CAP VALUE EQUITY INSTITUTIONAL   2012-04-12 2014-05-12
481. ROBERT HALF INTERNATIONAL   2013-08-13 2014-05-13
150. ROBERT HALF INTERNATIONAL   2013-08-13 2014-10-29
377.783 ROWE T PRICE MID-CAP GROWTH FUND   2012-04-12 2014-04-07
1598.962 T ROWE PRICE SMALL CAP STK FD   2012-04-12 2014-05-12
143. ROYAL DUTCH SHELL PLC ADR A   2013-05-31 2014-05-13
153. SPDR S&P REGIONAL BANKING ETF   2013-08-05 2014-05-13
.929 SEVENTY SEVEN ENERGY INC   2014-06-25 2014-07-31
68. SEVENTY SEVEN ENERGY INC     2014-11-12
57. SIMON PROPERTY GROUP INC   2012-10-11 2014-05-13
17. SIMON PROPERTY GROUP INC   2014-06-25 2014-10-27
68. SIMON PROPERTY GROUP INC     2014-10-27
200. SMUCKER J M CO NEW   2013-09-25 2014-05-13
2170. STAPLES INC   2013-05-31 2014-02-24
72. WAL MART STORES INC COM   2012-10-11 2014-03-28
80. WAL MART STORES INC COM   2012-10-11 2014-05-13
177. WAL MART STORES INC COM     2014-09-17
208. WAL MART STORES INC COM     2014-09-17
34. WASHINGTON PRIME GROUP INC     2014-11-12
58. WASHINGTON PRIME GROUP INC     2014-11-12
515. WASTE MANAGEMENT INC   2013-05-31 2014-05-13
123. WELLPOINT INC     2014-05-13
27. WISCONSIN ENERGY CORP COM   2014-04-29 2014-05-13
84. WISCONSIN ENERGY CORP COM   2014-04-29 2014-05-13
163. EATON CORP PLC   2014-05-07 2014-05-13
471. EATON CORP PLC     2014-10-29
222. INVESCO PLC NEW   2013-05-31 2014-05-13
150. INVESCO PLC NEW   2013-05-31 2014-06-04
535. INVESCO PLC NEW     2014-08-14
253. INVESCO PLC NEW   2013-05-31 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 22,060   21,649 411
b 100,409   100,443 -34
c 12,296   11,193 1,103
d 23,772   19,600 4,172
e 14,966   9,549 5,417
15,367   8,277 7,090
5,308   5,821 -513
5,925   4,553 1,372
593   647 -54
47,868   42,286 5,582
16,696   14,241 2,455
12,923   12,722 201
36,970   27,065 9,905
7,123   6,356 767
5,518   5,000 518
33,318   32,352 966
19,597   21,716 -2,119
9,965   9,752 213
5,162   5,073 89
3,740   3,537 203
10,826   11,658 -832
689   742 -53
11,674   11,075 599
38,082   40,016 -1,934
23,797   19,897 3,900
38,562   37,903 659
25,957   21,899 4,058
7,735   7,100 635
1,262   1,291 -29
9,337   9,555 -218
33,351   30,397 2,954
55,847   44,425 11,422
163,121   162,089 1,032
12,211   10,356 1,855
1,760   1,882 -122
4,961   5,304 -343
47,681   44,674 3,007
8,356   8,318 38
5,027   4,902 125
315,276   330,201 -14,925
14,792   10,933 3,859
3,990   5,150 -1,160
21,356   21,317 39
9,072   5,834 3,238
17,260   14,967 2,293
3,838   4,131 -293
12,965   16,691 -3,726
13,635   9,218 4,417
17,373   21,434 -4,061
19,744   23,083 -3,339
16,795   18,604 -1,809
31,364   30,092 1,272
25,034   15,355 9,679
7,977   7,991 -14
1,386   1,388 -2
24,763   24,121 642
19,287   19,198 89
23,940   21,516 2,424
12,388   9,582 2,806
1,453   1,403 50
4,937   4,101 836
5,279   5,398 -119
6,503   5,084 1,419
13,087   9,863 3,224
13,611   11,974 1,637
26,816   19,450 7,366
5,229   5,997 -768
13,677   15,021 -1,344
44,127   33,325 10,802
21,864   18,741 3,123
7,985   5,844 2,141
27,589   22,225 5,364
70,658   55,500 15,158
11,407   9,594 1,813
5,907   5,751 156
21   23 -2
796   1,565 -769
10,036   8,767 1,269
2,952   2,828 124
11,810   9,669 2,141
20,010   21,344 -1,334
28,903   32,723 -3,820
5,486   5,509 -23
6,329   6,122 207
13,453   13,405 48
15,809   14,565 1,244
605   597 8
1,032   1,135 -103
22,676   21,774 902
13,158   10,941 2,217
1,218   1,303 -85
3,788   4,053 -265
11,983   11,797 186
30,865   34,663 -3,798
7,997   7,640 357
5,571   5,162 409
20,767   18,790 1,977
9,821   8,707 1,114
      42,487
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       411
b       -34
c       1,103
d       4,172
e       5,417
      7,090
      -513
      1,372
      -54
      5,582
      2,455
      201
      9,905
      767
      518
      966
      -2,119
      213
      89
      203
      -832
      -53
      599
      -1,934
      3,900
      659
      4,058
      635
      -29
      -218
      2,954
      11,422
      1,032
      1,855
      -122
      -343
      3,007
      38
      125
      -14,925
      3,859
      -1,160
      39
      3,238
      2,293
      -293
      -3,726
      4,417
      -4,061
      -3,339
      -1,809
      1,272
      9,679
      -14
      -2
      642
      89
      2,424
      2,806
      50
      836
      -119
      1,419
      3,224
      1,637
      7,366
      -768
      -1,344
      10,802
      3,123
      2,141
      5,364
      15,158
      1,813
      156
      -2
      -769
      1,269
      124
      2,141
      -1,334
      -3,820
      -23
      207
      48
      1,244
      8
      -103
      902
      2,217
      -85
      -265
      186
      -3,798
      357
      409
      1,977
      1,114
       
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 2 163,925
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 65,456 2,393,381 0.027349
2012 15,004 1,831,692 0.008191
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2 0.03554
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 0.01777
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 3,491,053
5 Multiply line 4 by line 3....................... 5 62,036
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,445
7 Add lines 5 and 6......................... 7 64,481
8 Enter qualifying distributions from Part XII, line 4.............. 8 132,211
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 2,445
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 2,445
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 2,445
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 1,700
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 1,700
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 9 745
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 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. Click to see attachment...............................
    10
    Yes
     
    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 addressbullet  
    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 CO-TRUSTEE
    1     		25,910    
    42 MCCLURG ROAD
    YOUNGSTOWN,OH44512
    RYERSON W DALTON TRUST ADVISOR
    1     		0    
    42 MCCLURG ROAD
    YOUNGSTOWN,OH44512
    JAMES H SISEK TRUST ADVISOR
    1     		0    
    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
    3,409,614
    b
    Average of monthly cash balances.......................
    1b
    134,602
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,544,216
    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
    3,544,216
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    53,163
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,491,053
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    174,553
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    174,553
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,445
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,445
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    172,108
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    172,108
    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
    172,108
    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
    132,211
    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
    132,211
    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
    2,445
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    129,766
    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 7 172,108
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 106,861
    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$ 132,211
    a Applied to 2013, but not more than line 2a 106,861
    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..... 25,350
    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 ..........     		146,758
    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:
    FARMERS TRUST COMPANY
    42 MCCLURG ROAD
    YOUNGSTOWN,OH44512
    (330) 743-7000
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATION STATING PURPOSE.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LIMITED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF THOSE TERMS AS USED IN IRS SECTION 501(C)(3).
    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
    ALS THERAPY DEVELOPMENT
    INSTITUTE-TRI STATE TREK
    300 TECHNOLOGY SQUARE STE 400
    CAMBRIDGE,MA02139     		NA PUBLIC CHARITY SUPPORT PROGRAM 500
    RICH CENTER FOR AUTISM
    1 UNIVERSITY PLAZA
    YOUNGSTOWN,OH44555     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,500
    MAHONING COUNTY JUVENILE COURT
    300 E SCOTT STREET
    YOUNGSTOWN,OH44505     		N/A PUBLIC CHARITY PROGRAM SUPPORT 1,000
    NEIL KENNEDY RECOVERY
    2555 RUSH BLVD
    YOUNGSTOWN,OH44507     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,500
    AKRON CHILDRENS HOSPITAL
    MAHONING VALLEY
    6505 MARKET STREET BUILDING C
    YOUNGSTOWN,OH44512     		N/A PUBLIC CHARITY SUPPORT PROGRAM 1,000
    GOODWILL INDUSTRIES
    2747 BELMONT AVENUE
    YOUNGSTOWN,OH44505     		N/A PUBLIC CHARITY PROGRAM SUPPORT 2,000
    UNITED WAY OF YOUNGSTOWN
    MAHONING VALLEY
    255 WATT STREET
    YOUNGSTOWN,OH44505     		N/A CHARITY SUPPORT PROGRAM 13,500
    YMCA-YOUNGSTOWN
    17 N CHAMPION ST
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,500
    POTENTIAL DEVELOPMENT PROGRAM
    209 W WOODLAND AVENUE
    YOUNGSTOWN,OH44502     		N/A PUBLIC CHARITY SUPPORT PROGRAM 4,000
    MAHONING VALLEY HISTORICAL
    SOCIETY
    648 WICK AVENUE
    YOUNGSTOWN,OH44502     		NA PUBLIC CHARITY SUPPORT PROGRAM 5,000
    FISH SAMARITAN HOUSE
    17 KENMORE AVENUE
    YOUNGSTOWN,OH44507     		N/A PUBLIC CHARITY PROGRAM SUPPORT 4,000
    PROTESTANT FAMILY SERVICES
    496 GLENWOOD AVENUE SUITE 115
    YOUNGSTOWN,OH44502     		N/A PUBLIC CHARITY SUPPORT PROGRAM 6,000
    SILVER LINING CANCER FUND
    PO BOX 401
    CANFIELD,OH44406     		N/A CHARITY SUPPORT PROGRAM 5,000
    BALLET WESTERN RESERVE
    218 W BOARDMAN ST
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY PROGRAM SUPPORT 1,000
    WYSU-FM
    ONE UNIVERSITY PLAZA
    YOUNGSTOWN,OH44555     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,000
    CHILDREN'S REHABILITATION CENTER
    885 HOWLAND-WILSON ROAD NE
    WARREN,OH44484     		N/A PUBLIC CHARITY SUPPORT PROGRAM 5,000
    BEATITUDE HOUSE
    238 TOD LANE
    YOUNGSTOWN,OH44504     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,500
    JUNIOR ACHIEVEMENT
    MAHONING VALLEY
    1601 MOTOR INN DR 305
    GIRARD,OH44420     		N/A CHARITY SUPPORT PROGRAM 3,000
    YOUNGSTOWN BUSINESS INCUBATOR
    241 W FEDERAL STREET
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY PROGRAM SUPPORT 10,000
    YOUNGSTOWN CITYSCAPE
    11 FEDERAL PLAZA SUITE 604
    YOUNGSTOWN,OH44503     		N/A PUBLIC CHARITY SUPPORT PROGRAM 1,000
    MAHONING VALLEY COLLEGE
    147 MARKET STREET
    WARREN,OH44481     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,500
    STAMBAUGH AUDITORIUM
    ATTENTION WILLIAM CONTI
    1000 FIFTH AVENUE
    YOUNGSTOWN,OH44504     		N/A PUBLIC CHARITY CAPITAL RENOVATIONS 20,000
    RESCUE MISSION OF THE MAHONING
    VELLEY
    2246 GLENWOOD AVENUE
    YOUNGSTOWN,OH44511     		N/A PUBLIC CHARITY SUPPORT PROGRAM 9,000
    EASTER SEALS DISABILITY SERVICE
    233 WACKER DRIVE
    CHICAGO,IL60606     		N/A PUPLIC CHARITY SUPPORT PROGRAM 5,000
    YELLLOW BRICK PLACE
    PO BOX 9243
    YOUNGSTOWN,OH44513     		N/A PUBLIC CHARITY SUPPORT PROGRAM 5,000
    BLARNEY FOR ANGELMAN FOUNDATION
    2555 ASHURST ROAD
    UNIVERSITY HEIGHTS,OH44118     		N/A PUBLIC CHARITY SUPPORT PROGRAM 5,000
    AMERICAN RED CROSS
    8392 TOD AVENUE
    WARREN,OH44481     		N/A PUBLIC CHARITY SUPPORT PROGRAM 2,500
    Total .................................bullet 3a 123,000
    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 14  
    4 Dividends and interest from securities....     14 100,143  
    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 .............     		    18 163,925  
    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)..   264,082  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13264,082
    (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.)
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    NECKERMAN WILLIAM M JR CHARITABLE
     
    Employer identification number

    45-6830857
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    NECKERMAN WILLIAM M JR CHARITABLE
          		Employer identification number

    45-6830857
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WILLIAM NECKERMAN JR IRREV TRUST
     

       
    42 MCCLURG ROAD
     
    YOUNGSTOWN, OH44512

    		$1,635,230


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    NECKERMAN WILLIAM M JR CHARITABLE
          		Employer identification number

    45-6830857
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    NECKERMAN WILLIAM M JR CHARITABLE
          		Employer identification number

    45-6830857
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,650 413   1,238

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100,000 AT&T 0.875% 2/13/15    
    100,000 BECTON DICKINSON 3.125 103,250 100,372
    100,000 BROADCOM CORP 2.700% 103,909 102,391
    100,000 COCA COLA 1.800% 102,750 101,668
    100,000 JPMORGAN CHASE 4.250% 103,857 107,510
    100,000 MERCK & CO 1.100% 101,000 98,904
    100,000 MORGAN STANLEY 5.625% 98,658 112,879
    100,000 PACIFICORP 2.950% 100,490 101,315
    100,000 PHILLIP MORRIS 1.625% 100,518 101,073
    100,000 TEXAS INSTRUM 1.650% 100,940 97,633
    50,000 PEPSICO INC 2.750% 49,075 49,922
    100,000 PROCTER & GAMBLE 3.100 102,110 102,945
    100,000 STRYKER CORP 3.375% 100,863 100,673

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Name of Stock End of Year Book Value End of Year Fair Market Value
    187 SHS AMERICAN EXPRESS 16,230 17,398
    399 SHS AMERISOURCBERGEN CO 23,321 35,974
    404 SHS APPLE COMPUTER INC 30,088 44,594
    747 SHS ANALOG DEVICES 38,399 41,473
    403 SHS ANTHEM 39,470 50,645
    222 SHS CHEVRON CORP 26,607 24,904
    484 CVS HEALTH CORP 34,755 46,614
    1,225 SHS CHESAPEAKE ENERGY CO 33,496 23,973
    240 SHS CONSTELLATION BRANDS 21,123 23,561
    1,883 SHS GENERAL ELECTRIC 44,197 47,583
    1,840 SHS CORNING INC 36,126 42,191
    761 SHS DARDEN RESTAURANTS 34,785 44,617
    403 SHS DISNEY WALT CO 32,823 37,959
    314 SHS HONEYWELL INTL 22,694 31,375
    145 SHS FEDEX CORP 23,823 25,181
    81 SHS IBM 14,917 12,996
    499 SHS JOHNSON & JOHNSON 41,757 52,180
    635 SHS KROGER CO    
    334 SHS F5 NETWORKS INC 36,056 43,575
    259 SHS GOLDMAN SACHS GROUP 44,021 50,202
    1,050 SHS MICROSOFT CORP 36,356 48,773
    75 SHS GOOGLE INC CL A 42,537 39,800
    646 SHS HCA HOLDINGS 34,500 47,410
    367 SHS NATIONAL OILWELL VAR 27,052 24,050
    330 SHS PNC FINL SVCS GR IN 25,658 30,106
    235 SHS PHILLIP MORRIS INTL    
    65 SHS NOW INC 2,073 1,672
    315 SHS PEPSICO INC 29,148 29,786
    660 SHS TJX COMPANIES 39,073 45,263
    463 SHS TRAVELERS COMPANIES 43,286 49,009
    539 SHS VALERO ENERGY CORP N 29,416 26,681
    889 SHS VERIZON COMMUNICATI 43,384 41,587
    360 SHS WAL MART STORES INC    
    966 SHS WISCONSIN ENERGY COR 45,081 50,947
    790 SHS INVESCO PLC NEW    
    610 SHS AT&T INC    
    660 SHS ALLSTATE CORP    
    815 SHS AUTOMATIC DATA PROC    
    645 SHS CBS CORP NEW B    
    675 SHS CINCINNATI FIN CORP    
    1,335 SHS CISCO SYS INC    
    606 SHS CITIGROUP INC NEW 30,003 32,791
    1,000 SHS D R HORTON INC    
    385 SHS DU PONT E I DE NEMOU    
    335 SHS EASTMAN CHEM 27,522 25,413
    196 SHS HELMERICH & PAYNE 18,915 13,214
    1,676 SHS INTEL CORP 41,454 60,822
    1,670 SHS KINDER MORGAN CL P    
    555 SHS KRAFT FOODS GR 31,602 34,776
    1,005 SHS LEGGETT & PLATT    
    400 SHS LILLY ELI & CO    
    586 SHS NUCOR CORP 26,921 28,743
    218 SHS PARKER-HANNIFIN CORP    
    1,073 SHS QUANTA SERVICES INC 35,749 30,462
    620 SHS ROBERT HALF INTL 26,534 36,196
    447 SHS ROYAL DUTCH SHELL A 32,537 29,927
    200 SHS SMUCKER J M CO NEW    
    2,170 SHS STAPLES INC    
    515 SHS WASTE MANAGEMENT INC    
    315 SHS WELLPOINT INC    

    TY 2014 InvestmentsOtherSchedule2
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    168.775 SHS COHEN & STEERS      
    1,141.837 SHS EUROPACIFIC GR      
    2,110.288 SHS OPPENHEIMER DEV AT COST 76,418 73,987
    20,451.169 SHS PIMCO COMM REAL AT COST 125,529 91,621
    3,060.147 SHS RIDGEWORTH MID      
    377.783 SHS T ROWE PRICE M-      
    1,598.962 SHS T ROWE PRICE SC      
    178.000 SHS SIMON PROPERTY AT COST 28,688 32,416
    1,100.000 SHS SPDR S&P REG BK AT COST 41,743 44,770
    16,019.342 SHS FED INSTIT HIGH AT COST 166,922 158,271
    5,802.557 SHS GOLDMAN SACHS S AT COST 118,198 123,014
    15,989 SHS IVY INTERNL CORE EQ AT COST 315,623 273,252
    1,447.870 SHS JPMORGAN SM CAP AT COST 79,690 78,648
    28,231.840 SHS TEMPLETON GLOBA AT COST 374,859 350,357
    788.943 SHS VG REIT INDEX F AT COST 83,239 90,594

    TY 2014 OtherDecreasesSchedule
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    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:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Description Amount
       


    TY 2014 SubstantialContributorsSch
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Name Address
     
          		42 MCCLURG ROAD
    YOUNGSTOWN,OH44512


    TY 2014 TaxesSchedule
    Name:
    NECKERMAN WILLIAM M JR CHARITABLE
    EIN: 45-6830857
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 216 216   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,675 0   0
    FEDERAL ESTIMATES - INCOME 1,700 0   0
    FOREIGN TAXES ON QUALIFIED FOR 367 367   0
    FOREIGN TAXES ON NONQUALIFIED 468 468   0