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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
DR DOMINIC & HELEN BITONTE FAMILY
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

34-1947750
B Telephone number (see instructions)

(330) 742-7021
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,300,070
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 130,943 116,444  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 516,009
b Gross sales price for all assets on line 6a 3,792,112
7 Capital gain net income (from Part IV, line 2)... 516,009
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........ 646,952 632,453  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 47,725 23,863   23,863
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)....... 550 0 0 550
c Other professional fees (attach schedule)....       0
17 Interest............... 184 184   0
18 Taxes (attach schedule) (see instructions)... 2,522 721   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)....... 200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,181 24,768 0 24,613
25 Contributions, gifts, grants paid....... 270,800 270,800
26 Total expenses and disbursements. Add lines 24 and 25 321,981 24,768 0 295,413
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 324,971
b Net investment income (if negative, enter -0-) 607,685
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 205,730 319,897 319,897
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)....... 2,869,474 Click to see attachment4,569,771 6,470,567
c Investments—corporate bonds (attach schedule)....... 1,963,419 Click to see attachment504,902 509,606
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 5,038,623 5,394,570 7,300,070
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,038,623 5,394,570
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,038,623 5,394,570
30 Total liabilities and net assets/fund balances (see instructions). 5,038,623 5,394,570
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,038,623
2
Enter amount from Part I, line 27a .....................
2
324,971
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
30,976
4
Add lines 1, 2, and 3 ..........................
4
5,394,570
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 29 .
6
5,394,570
Form 990-PF (2020)
Form 990-PF (2020)
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 500. AFLAC INCORPORATED   2015-01-31 2020-11-20
b 605. ATT INC   2015-01-31 2020-05-07
c 1500. ATT INC   2015-01-31 2020-05-26
d 103. ABBOTT LABORATORIES   2014-03-03 2020-07-13
e 100. ABBOTT LABORATORIES   2014-03-03 2020-11-20
208. ABBVIE INC   2014-03-03 2020-03-06
300. ABBVIE INC   2014-03-03 2020-05-26
200. ABBVIE INC   2014-03-03 2020-07-13
100. ABBVIE INC   2014-03-03 2020-11-20
10. ALPHABET INCORPORATION   2015-08-04 2020-11-20
100. AMERICAN ELECTRIC POWER CO INC   2014-03-03 2020-11-20
50. ANALOG DEVICES   2014-03-03 2020-11-20
100000. APPLE INC DATED 02/23/2016 CALLABLE 11/2   2016-07-19 2020-12-03
50. AUTOMATIC DATA PROCESSING   2020-03-06 2020-11-20
200. AUTOMATIC DATA PROCESSING   2014-03-03 2020-11-20
12780.46 BAIRD QUALITY INTERMEDIATE MUNICIPAL BO   2015-12-08 2020-01-28
182. BANK OF NEW YORK MELLON CORP/THE   2014-03-03 2020-03-06
200. BANK OF NEW YORK MELLON CORP/THE   2014-03-03 2020-05-07
100. BERKSHIRE HATHAWAY CL-B   2015-09-23 2020-07-13
100. BERKSHIRE HATHAWAY CL-B   2020-05-26 2020-07-13
100000. BLUE ASH OH INCOME TAX REV SER B 2.5% 12   2015-12-07 2020-10-28
100. CATERPILLAR INC.   2015-01-31 2020-03-06
50. CATERPILLAR INC.   2015-01-31 2020-11-20
250. CISCO SYSTEMS, INC.   2016-06-24 2020-11-20
100000. CLAY OH LOCAL SCHOOL DIST REF UTGO EHN:   2015-12-09 2020-10-28
100. CLOROX COMPANY   2015-01-31 2020-03-06
100. CLOROX COMPANY   2015-01-31 2020-05-07
200. COCA-COLA CO   2015-01-31 2020-11-20
200. COLGATE PALMOLIVE CO   2015-01-31 2020-05-07
100000. COMCAST CORP DATED 07/19/2016 CALLABLE 1   2016-07-19 2020-12-03
600. CONOCOPHILLIPS   2020-03-06 2020-05-07
75000. COVIDIEN INTL FINANCE SA 2.95% 06/15/202   2016-07-19 2020-10-29
500. D R HORTON INC   2016-09-12 2020-03-06
500. D R HORTON INC   2016-09-12 2020-05-07
284.01 DOW INC   2014-03-03 2020-05-07
284.01 DUPONT DE NEMOURS INC   2014-03-03 2020-05-07
5676.1 EATON VANCE FLOATING-RATE FUND   2013-12-24 2020-05-26
150. ECOLAB INC   2020-03-06 2020-05-07
100. EMERSON ELECTRIC CO   2014-03-03 2020-11-20
300. EXXON MOBIL CORP COM   2016-03-21 2020-03-06
13903.98 FEDERATED TOTAL RETURN BOND FUND-R6   2008-07-10 2020-08-13
2670.89 FIDELITY REAL ESTATE INCOME FUND   2014-07-11 2020-03-06
14623.48 SPARTAN OHIO MUNI INCOME FD   2015-07-14 2020-01-28
100. GENERAL DYNAMICS CORP   2015-01-31 2020-03-06
200. GENERAL DYNAMICS CORP   2015-01-31 2020-05-07
100000. GROVEPORT OH SPL OBLG REF INCOME TAX REC   2014-03-03 2020-10-28
50. HONEYWELL INTL INC COM   2014-03-03 2020-11-20
3200. ISHARES COMEX GOLD TR   2020-08-13 2020-08-31
3200. ISHARES COMEX GOLD TR   2020-08-13 2020-09-30
3200. ISHARES COMEX GOLD TR   2020-08-13 2020-10-31
3200. ISHARES COMEX GOLD TR   2020-08-13 2020-11-30
3200. ISHARES COMEX GOLD TR   2020-08-13 2020-12-31
300. ISHARES SELECT DIVIDEND ETF   2016-07-29 2020-11-20
2000. ISHARES MSCI EAFE INDEX FUND   2015-07-17 2020-05-07
1300. ISHARES S & P SMALLCAP 600   2020-01-28 2020-11-20
650. ISHARES S&P PREF STK INDEX   2013-02-26 2020-08-13
2500. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2020-08-13 2020-08-31
2500. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2020-08-13 2020-09-30
2500. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2020-08-13 2020-10-31
2500. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2020-08-13 2020-11-30
2500. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2020-08-13 2020-12-31
200. KIMBERLY-CLARK CORPORATION   2014-03-03 2020-05-26
200. LOWES COMPANIES INC   2015-01-31 2020-03-06
150. LOWES COMPANIES INC   2015-01-31 2020-05-07
75. LOWES COMPANIES INC   2015-01-31 2020-05-26
25. LOWES COMPANIES INC   2015-01-31 2020-11-20
9219.42 MFS GLOBAL REAL ESTATE FUND   2019-10-25 2020-08-13
1093.84 MFS GLOBAL REAL ESTATE FUND   2019-10-25 2020-11-20
50. MERCK CO INC   2014-03-03 2020-11-20
112. MICROSOFT CORP   2015-01-31 2020-11-20
150. MICROCHIP TECH INC W/1 RT/SH   2015-01-31 2020-03-06
150. MICROCHIP TECH INC W/1 RT/SH   2015-01-31 2020-05-07
300. MONDELEZ INTERNATIONAL INC   2014-03-03 2020-11-20
2505.01 MORGAN STANLEY INSTITUTIONAL FUND INC -   2019-11-22 2020-01-28
777.36 AMERICAN FUNDS - NEW WORLD FUND   2019-10-25 2020-03-06
664.34 AMERICAN FUNDS - NEW WORLD FUND   2019-10-25 2020-05-07
257. NEXTERA ENERGY, INC   2014-03-03 2020-03-06
100. NEXTERA ENERGY, INC   2014-03-03 2020-05-07
200. NEXTERA ENERGY, INC   2014-03-03 2020-05-26
200. NEXTERA ENERGY, INC   2014-03-03 2020-07-13
500. NEXTERA ENERGY, INC   2014-03-03 2020-11-20
100. NORFOLK SOUTHERN CORPORATION   2014-03-03 2020-11-20
324. NOVARTIS ADR   2015-01-31 2020-03-06
200. PPG INDUSTRIES   2014-03-03 2020-03-06
408. PPL CORP COM   2014-03-03 2020-03-06
212. PAYCHEX INC   2015-01-31 2020-03-06
200. PAYCHEX INC   2015-01-31 2020-05-07
100. PAYCHEX INC   2015-01-31 2020-11-20
108. PEPSICO INC   2014-03-03 2020-03-06
100. PEPSICO INC   2014-03-03 2020-11-20
200. PFIZER INC   2015-01-31 2020-11-20
200. PHILLIPS 66   2015-01-31 2020-03-06
400. PHILLIPS 66   2015-01-31 2020-05-07
200. PRUDENTIAL FINL INC   2016-06-24 2020-05-26
100000. QUALCOMM INC 3.45% 05/20/2025-2025   2016-05-13 2020-12-03
400. ROSS STORES INC   2020-03-06 2020-07-13
300. SMUCKER J M CO NEW   2015-01-31 2020-03-06
120. SOUTHERN CO   2014-03-03 2020-11-20
150. STARBUCKS CORP   2015-09-23 2020-11-20
50. STRYKER CORP   2014-03-03 2020-11-20
25. THERMO ELECTRON CORP W/1 RT/SH   2020-03-06 2020-11-20
200. TRUIST FINANCIAL CORP   2015-01-31 2020-11-20
300. UNITED PARCEL SVC INC   2015-01-31 2020-03-06
25000. VANDALIA BUTLER OHIO CSD SCH IMPT SER-B   2015-01-31 2020-12-01
5527. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-03-06 2020-08-13
1500. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-01-28 2020-08-13
219. VERIZON COMMUNICATIONS   2014-03-03 2020-03-06
200. VERIZON COMMUNICATIONS   2014-03-03 2020-05-07
200.01 VERIZON COMMUNICATIONS   2014-03-03 2020-05-26
74. VIATRIS INC   2015-01-31 2020-11-20
.45 VIATRIS INC   2015-01-31 2020-12-08
114. WASTE MGMT INC DEL   2014-03-03 2020-11-20
50000. WAUSEON OH EXMP VLG SCH DIST CABS REF CLASSROOM FACS & SCH IMPT   2014-09-19 2020-10-28
50000. WELLS FARGO & COMPANY 2.5% 03/04/2021   2016-03-22 2020-10-27
43. YUM BRANDS INC   2014-03-03 2020-03-06
200. YUM BRANDS INC   2014-03-03 2020-07-13
172. MEDTRONIC PLC SHS   2015-01-31 2020-03-06
200. MEDTRONIC PLC SHS   2015-01-31 2020-05-07
200. MEDTRONIC PLC SHS   2015-01-31 2020-07-13
50. MEDTRONIC PLC SHS   2015-01-31 2020-11-20
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(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 21,810   14,354 7,456
b 17,599   20,052 -2,453
c 46,065   49,716 -3,651
d 9,793   4,051 5,742
e 11,121   3,933 7,188
18,562   10 18,552
27,639   5,465 22,174
19,790   10,018 9,772
10,068   5,009 5,059
17,542   6,674 10,868
8,189   4,972 3,217
6,796   2,529 4,267
111,982   107,278 4,704
8,626   7,869 757
34,502   13,396 21,106
151,832   150,000 1,832
7,009   5,763 1,246
7,124   6,361 763
18,495   12,908 5,587
18,495   17,964 531
103,845   103,769 76
12,135   8,015 4,120
8,600   4,008 4,592
10,285   6,978 3,307
101,652   101,672 -20
17,207   10,728 6,479
20,267   10,728 9,539
10,606   8,279 2,327
13,720   13,606 114
107,232   99,825 7,407
25,481   27,761 -2,280
80,143   78,774 1,369
27,465   15,263 12,202
24,051   15,263 8,788
9,426   13,271 -3,845
12,695   20,253 -7,558
45,920   51,010 -5,090
29,233   29,124 109
7,575   6,435 1,140
14,433   25,161 -10,728
162,259   150,502 11,757
33,279   31,654 1,625
183,378   179,524 3,854
16,086   13,418 2,668
25,217   26,837 -1,620
100,295   110,472 -10,177
10,073   4,467 5,606
13     13
12     12
12     12
12     12
12     12
27,693   26,054 1,639
111,198   120,239 -9,041
108,951   97,806 11,145
23,583   25,787 -2,204
26     26
25     25
24     24
24     24
24     24
27,550   20,909 6,641
21,029   13,597 7,432
16,758   10,198 6,560
9,409   5,099 4,310
3,744   1,700 2,044
150,000   170,559 -20,559
19,000   20,236 -1,236
4,026   2,821 1,205
23,744   4,579 19,165
13,290   6,821 6,469
12,825   6,821 6,004
17,157   10,118 7,039
51,177   50,000 1,177
50,000   53,451 -3,451
40,000   45,680 -5,680
69,035   23,202 45,833
22,402   9,028 13,374
47,129   18,264 28,865
52,169   18,782 33,387
38,004   11,739 26,265
24,112   9,176 14,936
27,520   27,746 -226
20,476   19,591 885
12,828   12,201 627
16,460   9,645 6,815
13,540   9,100 4,440
9,113   4,550 4,563
14,649   8,576 6,073
14,420   7,941 6,479
7,308   5,955 1,353
14,070   14,150 -80
29,683   30,506 -823
11,925   14,212 -2,287
111,336   103,863 7,473
34,723   38,581 -3,858
32,549   31,037 1,512
7,342   5,046 2,296
14,592   8,673 5,919
11,673   3,994 7,679
11,330   7,775 3,555
9,232   7,115 2,117
28,068   29,901 -1,833
25,000   27,563 -2,563
232,185   199,874 32,311
63,014   65,310 -2,296
12,369   10,348 2,021
11,118   9,450 1,668
10,958   9,487 1,471
1,276   979 297
8   6 2
13,715   4,691 9,024
49,669   42,571 7,098
50,343   50,379 -36
3,848   2,256 1,592
17,712   10,490 7,222
16,894   12,376 4,518
19,734   14,391 5,343
18,646   14,391 4,255
5,512   3,598 1,914
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
      17,508
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       7,456
b       -2,453
c       -3,651
d       5,742
e       7,188
      18,552
      22,174
      9,772
      5,059
      10,868
      3,217
      4,267
      4,704
      757
      21,106
      1,832
      1,246
      763
      5,587
      531
      76
      4,120
      4,592
      3,307
      -20
      6,479
      9,539
      2,327
      114
      7,407
      -2,280
      1,369
      12,202
      8,788
      -3,845
      -7,558
      -5,090
      109
      1,140
      -10,728
      11,757
      1,625
      3,854
      2,668
      -1,620
      -10,177
      5,606
      13
      12
      12
      12
      12
      1,639
      -9,041
      11,145
      -2,204
      26
      25
      24
      24
      24
      6,641
      7,432
      6,560
      4,310
      2,044
      -20,559
      -1,236
      1,205
      19,165
      6,469
      6,004
      7,039
      1,177
      -3,451
      -5,680
      45,833
      13,374
      28,865
      33,387
      26,265
      14,936
      -226
      885
      627
      6,815
      4,440
      4,563
      6,073
      6,479
      1,353
      -80
      -823
      -2,287
      7,473
      -3,858
      1,512
      2,296
      5,919
      7,679
      3,555
      2,117
      -1,833
      -2,563
      32,311
      -2,296
      2,021
      1,668
      1,471
      297
      2
      9,024
      7,098
      -36
      1,592
      7,222
      4,518
      5,343
      4,255
      1,914
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 516,009
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 8,447
c All other domestic foundations enter 1.39% 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 8,447
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 8,447
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,540
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,907
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,447
8 Enter any penalty for underpayment of estimated tax. Check here 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  
11 Enter the amount of line 10 to be: Credited to 2021 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 the instructions
for the 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 .Click to see attachment
    8b
     
    No
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletHUNTINGTON NATIONAL BANK Telephone no.bullet (330) 742-7021

    Located atbulletPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4bullet43216
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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
     
     
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    HUNTINGTON NATIONAL BANK TRUSTEE
    10
    47,725    
    PO BOX 1558 DEPT EA4E86
    COLUMBUS,OH43216
    A GARY BITONTE MD DIRECTOR
    1
    0    
    241 N BAYSHORE DR
    COLUMBIANA,OH44408
    DAVID A BITONTE MD DIRECTOR
    1
    0    
    4602 BEECHWOOD NE
    PARIS,OH44669
    DIANNE BITONTE MILADORE MD DIRECTOR
    1
    0    
    5495 MUIRFIELD DR
    CANFIELD,OH44406
    MICHAEL J MILADORE MD DIRECTOR
    1
    0    
    5495 MURFILED DR
    CANFIELD,OH44406
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    6,361,017
    b
    Average of monthly cash balances.......................
    1b
    241,695
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,602,712
    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
    6,602,712
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    99,041
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,503,671
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    325,184
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    325,184
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,447
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,447
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    316,737
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    316,737
    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
    316,737
    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
    295,413
    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
    295,413
    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
    295,413
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 316,737
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 243,545
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 295,413
    a Applied to 2019, but not more than line 2a 243,545
    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 2020 distributable amount..... 51,868
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    264,869
    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
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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:
    DAVID SABINE CO HUNTINGTON NATL B
    23 FEDERAL PLAZA
    YOUNGSTOWN,OH44503
    (330) 742-7021
    DAVE.SABINE@HUNTINGTON.COM
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATION STATING PURPOSE OF REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RESTRICTED TO CHARITABLE ORGANIZATIONS
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    NATIONAL CORVETTE MUSEUM
    350 CORVETTE DR
    BOWLING GREEN,KY42101
    NONE PC GENERAL OPERATING 250
    ST ROSE CHURCH
    48 E MAIN ST
    GIRARD,OH44420
    NONE PC SUPPORT OF VARIOUS PROGRAMS 50
    AVE MARIA SCHOOL OF LAW
    1025 COMMONS CIR
    NAPLES,FL34119
    NONE PC GENERAL OPERATING 100
    POLAND PRESBYTERIAN CHURCH
    2 POLANC MANOR
    YOUNGSTOWN,OH44514
    NONE PC GENERAL OPERATING 100
    WOLVES SCHOLARSHIP TRUST
    10-4 PARKSIDE CIRCLE
    CANFIELD,OH44406
    NONE PC SCHOLARSHIP 200
    OBLATE SISTERS OF THE SACRED HEART
    OF JESUS
    50 WARNER ROAD
    HUBBARD,OH44452
    NONE PC GENERAL OPERATING 300
    YSU FOUNDATION
    606 WICK AVE
    YOUNGSTOWN,OH44502
    NONE PC GENERAL OPERATING 10,400
    SALEM COMMUNITY FOUNDATION
    PO BOX 553
    SALEM,OH44460
    NONE PC GENERAL OPERATING 100
    ST JOSEPH THE PROVIDER SCHOOL
    1125 TURIN ST
    YOUNGSTOWN,OH44510
    NONE PC GENERAL OPERATING 100
    AKRON CHILDRENS HOSPITAL
    1 PERKINS SQUARE
    AKRON,OH44302
    NONE PC GENERAL OPERATING 500
    OHIO STATE UNIVERSITY COLLEGE OF
    MEDICINE
    370 W 9TH AVE
    COLUMBUS,OH43210
    NONE PC GENERAL OPERATING 250,000
    NEOMED FOUNDATION
    4209 ST RT 44 PO BOX 95
    ROOTSTOWN,OH44272
    NONE PC GENERAL OPERATING 400
    STARK COUNTY MEDICAL SOCIETY AUXILIARY C
    4942 HIGBEE AVE NW L
    CANTON,OH44718
    NONE PC GENERAL OPERATING 100
    AMERICAN HEART ASSOCIATION
    840 SOUTHWESTERN RUN
    YOUNGSTOWN,OH44514
    NONE PC GENERAL SUPPORT 400
    OPERA WESTERN RESERVE
    1000 FIFTH AVE
    YOUNGSTOWN,OH44504
    NONE PC GENERAL SUPPORT 1,000
    MERCY HEALTH FOUNDATION
    250 DEBARTOLO PLACE STE 2560
    BOARDMAN,OH44512
    NONE PC GENERAL SUPPORT 200
    HOWARD HANNA CHILDRENS FREE CARE FUND
    ONE CHILDRENS HOSPITAL DRIVE
    PITTSBURGH,PA15224
    NONE PC GENERAL OPERATING 1,000
    UNIVERSITY OF DAYTON
    300 COLLEGE PARK AVE
    DAYTON,OH45469
    NONE PC GENERAL OPERATING 100
    OHIO OSTEOPATHIC ASSOCIATION
    53 W THIRD AVE
    COLUMBUS,OH43201
    NONE PC GENERAL OPERATING 500
    URSULINE SISTERS OF YOUNGSTOWN
    4250 SHIELDS RD
    CANFIELD,OH44406
    NONE PC GENERAL OPERATING 250
    ST ANTHONY OF PADUA PARISH
    1125 TURIN ST
    YOUNGSTOWN,OH44510
    NONE PC GENERAL OPERATING 4,300
    OUR LADY OF MOUNT CARMEL FOUNDATION
    6928 DETROIT AVENUE
    CLEVELAND,OH44102
    NONE PC EDUCATION FUND 250
    BISHOPS ANNUAL APPEAL CHARITABLE TRUST
    144 WEST WOOD ST
    YOUNGSTOWN,OH44503
    NONE PC GENERAL OPERATING 200
    Total .................................bullet 3a 270,800
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........
             
    4 Dividends and interest from securities....     14 130,943  
    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 ............
        18 516,009  
    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)..   646,952  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    646,952
    (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 (2020)
    Form 990-PF (2020)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    DR DOMINIC & HELEN BITONTE FAMILY
    EIN:
    34-1947750
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 550     550

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    DR DOMINIC & HELEN BITONTE FAMILY
    EIN:
    34-1947750
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    DR DOMINIC & HELEN BITONTE FAMILY
    EIN:
    34-1947750
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AKRON OH REF-VARIOUS PURPOSE-S    
    AMERICAN EXPRESS CREDIT CO 1.5    
    BAIRD INTERMEDIATE MUNICIPAL B    
    BLUE ASH H INCOME TAX REV SER    
    CLEVELAND OH PUB PWR SYS REV P    
    CLEVELAND OH PUB PWR SYS REV U    
    EATON VANCE FLOATING RATE FUND    
    FEDERATED INSTITUTIONAL HIGH Y    
    FEDERATED TOTAL RETURN BOND FU    
    FIDELITY OHIO MUNICIPAL INCOME    
    GROVEPORT OH SPL OBL REF INCOM    
    ISHARES U.S. PREFERRED STOCK E    
    JPMORGAN CHASE & CO 2.2% 10/22    
    LICKING VALLEY OHIO LOC SCH DI    
    LONDON OH CITY SCH DIST REF-SE    
    OHIO ST BLDG AUTH ADULT CORREC    
    OHIO ST MAJOR NEW ST INFRASTRU    
    ONTARIO OHIO LOC SCH DIST REF    
    PIMCO LOW DUARTION FUND-INSTIT    
    POWERSHARES PREFERRED PORTFOLI    
    STARBUCKS CORP 2% 12/05/2018-2    
    FRANKLIN TEMPLATION GLGOBAL BO    
    TOLEDO OH CITY SCH DIST REF SC    
    VANDALIA BUTLER OHIO CSD SCH I    
    VANGUARD SHORT TERM FEDERAL-AD    
    FEDERAL-ADMIRAL SHARES WAUSEON    
    APPLE INC 3.25% 02/23/2026-202    
    CLAY OH LOCAL SCHOOL DIST REF    
    COMCAST CORP 2.35%    
    COVIDIEN INTL FINANCE SA 2.95%    
    GILEAD SCIENCES INC 3.5%    
    ORACLE CORPORATION 3.4%    
    PACCAR FINANCIAL CORP SERIES M    
    QUALCOMM INC 3.45%    
    ROSS STORES INC 3.375%    
    SIMON PROPERTY GROUP LP 2.2%    
    VANGUARD INFLATION PROTECTED    
    WAUSEON OH EXMP VLG SCH DIST    
    WELLS FARGO & CO 2.5% 03/04/20    
    INVESCO POWERSHARES PREFERRED    
    778296AA1 ROSS STORES INC 3.37 104,068 106,976
    677581FD7 OHIO ST MAJOR NEW ST 62,241 58,013
    010033N61 AKRON OH REF-VARIOUS 21,359 21,601
    889294RA4 TOLEDO OH CITY SCH D 100,841 103,313
    68389XAU9 ORACLE CORPORATION 3 107,836 109,227
    375558AZ6 GILEAD SCIENCES INC 108,557 110,476

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DR DOMINIC & HELEN BITONTE FAMILY
    EIN:
    34-1947750
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AFLAC INC    
    AT&T INC    
    ABBOTT LABORATORIES    
    ABBVIE INC    
    ALPHABET INC-CL A    
    ALTRIA GROUP INC    
    AMERICAN ELECTRIC POWER    
    ANALOG DEVICES INC    
    APPLE INC    
    AUTOMATIC DATA PROCESSING    
    BBT&T CORP    
    BANK OF NEW YORK MELLON CORP    
    BERKSHIRE HATHAWAY INC CL B    
    CARDINAL HEALTH INC    
    CATERPILLAR INC    
    CLOROX CO    
    COACH INC W/1 RT/SH    
    COCA COLA CO    
    COLGATE PALMOLIVE    
    WALT DISNEY CO    
    DOW INC    
    DU PONT E I DE NUMEROURS & CO    
    EMERSON ELCTRIC CO    
    FNB CORP    
    FEDERATED INTERNATIONAL LEADER    
    FIDELITY ADVISOR NEW INSIGHTS    
    FIDELITY REAL ESTATE INCOME FU    
    FIRST EAGLE OVERSEAS FUN-CLASS    
    GENERAL DYNAMICS CORP    
    GENERAL ELECTRIC CO    
    GENERAL MILLS INC    
    HALYARD HEALTH INC    
    HOME DEPOT INC    
    HONEYWELL INTERNATIONAL INC    
    ISHARES MSCI EMERGING MARKETS    
    JOHNSON & JOHNSON    
    JOHNSON CTLS INC    
    KIMBERLY-CLARK CORP    
    KINDER MORGAN INC    
    THE KRAFT HEINZ CO    
    LOWES COMPANIES INC    
    MFS VALUE FUND-CLASS I    
    MCDONALDS CORP    
    MERCK & CO INC    
    MICROSOFT CORP    
    MICROCHIP TECH INC W/1 RT/SH    
    MONDELEZ INTERNATIONAL INC W/I    
    NATIOANAL FUEL GAS CO NJ W/1 R    
    NEXTERA ENERGY INC    
    NORFOLK SOUTHERN CORP W/1 RT/S    
    NOVARTIS AG ADR    
    OPPENHEIMER DEVELOPING MARKETS    
    PNC FINANCIAL SERVICES    
    PPG INDUSTRIES INC W/1 RT/SH    
    PPL CORPORATION    
    PAYCHEX INC    
    PEPSICO INC    
    PFIZER INC    
    PHILIP MORRIS INTL INC    
    PHILLIPS 66    
    QUALCOMM INC    
    RPM INTERNATIONAL INC W/1 RT/S    
    ROYCE TOTAL RETURN FUND    
    SCHLUMBERGER LTD    
    Y GROUP INC    
    SMUCKER (J.M.) CO THE-NEW COM    
    SOUTHERN CO    
    SPECTRA ENERGY CORP    
    STARBUCKS CORP    
    STRYKER CORP    
    TARGET CORP    
    TEXAS INSTRUMENT INC    
    3M COMPANY    
    UNITED PARCEL SERVICE CL B    
    VANGUARD MID CAP INDEX FUND-AD    
    VANGUARD SMALL CAP INDEX-ADMIR    
    VANGUARD 500 INDEX FUND-ADMIRA    
    VERIZON COMMUNICATIONS    
    WAL-MART STORES INC    
    WASATCH SMALL CAP GROWTH FUND    
    WATSE MANAGEMENT INC    
    WELLS FARGO & CO    
    WELLTOWER INC    
    WES BANCO INC    
    WILLIAMS COS INC    
    YUM BRANDS INC    
    ACCENTURE PLC CL A    
    MEDTRONIC PLC    
    ADVANSIX INC    
    CHUBB LIMITED    
    CISCO SYSTEMS    
    D.R. HORTON INC    
    EXXON MOBIL CORP    
    FORD MOTOR CO    
    GATEWAY FUND - CLASS Y    
    SIMON PROPERTY GROUP INC    
    T. ROWE PRICE REAL ESTATE FUND    
    VALERO ENERGY CORP    
    YUM CHINA HOLDING INC    
    DOWDUPONT INC    
    VANGUARD DEVELOPED MARKETS    
    VANGUARD FTSE EMERGING    
    GARRETT MOTION INC    
    ISHARES SELECT DIVIDEDND ETF    
    ISHARES MSCI EAFE ETF    
    PRUDENTIAL FINANCIAL INC    
    RESIDEO TECHNOLOGIES INC    
    CHEVRON CORPORATION    
    MFS GLOBAL REAL ESTATE FUND-R6    
    MORGAN STANLEY INTL ADVANTAGE    
    AMERICAN FUNDS - NEW WORLD FUN    
    O'REILLY AUTOMOTIVE INC    
    TOUCHSTONE MID CAP FUND INSTL    
    TRUIST FINANCIAL CORPORATION    
    46120E602 INTUITIVE SURGICAL I 39,597 53,177
    023135106 AMAZON COM INC 129,036 162,847
    149123101 CATERPILLAR INC 12,023 27,303
    254687106 WALT DISNEY CO/THE 36,588 72,472
    842587107 SOUTHERN CO/THE 8,410 12,286
    855244109 STARBUCKS CORP 8,673 16,047
    871829107 SYSCO CORP 26,241 33,417
    92826C839 VISA INC 115,726 131,238
    02079K305 ALPHABET INCORPORATI 53,392 140,211
    46138E511 INVESCO PREFERRED ET 44,220 45,399
    025816109 AMERICAN EXPRESS CO 43,742 51,387
    09247X101 BLACKROCK INC 30,127 43,292
    14040H105 CAPITAL ONE FINANCIA 33,224 39,540
    452308109 ILLINOIS TOOL WORKS 19,061 20,388
    478160104 JOHNSON JOHNSON 36,866 55,870
    55261F104 MT BANK CORP 12,901 12,730
    704326107 PAYCHEX INC 4,550 9,318
    882508104 TEXAS INSTRUMENTS IN 23,340 82,065
    91913Y100 VALERO ENERGY CORP 25,521 25,457
    58933Y105 MERCK CO INC 8,463 12,270
    701094104 PARKER-HANNIFIN CORP 22,267 27,241
    717081103 PFIZER INC 11,910 14,724
    773903109 ROCKWELL AUTOMATION 28,446 31,351
    824348106 SHERWIN WILLIAMS CO 36,379 36,746
    G5960L103 MEDTRONIC PLC SHS 10,793 17,571
    61756E461 MORGAN STANLEY INSTI 575,000 653,443
    002824100 ABBOTT LABORATORIES 15,722 43,796
    580135101 MCDONALD S CORP 18,864 42,916
    92939U106 WEC ENERGY GROUP INC 9,690 9,203
    931142103 WAL MART STORES INC 42,728 72,075
    666807102 NORTHROP GRUMMAN COR 32,040 30,472
    91324P102 UNITEDHEALTH GROUP I 38,323 43,835
    17275R102 CISCO SYSTEMS INC 6,978 11,188
    532457108 ELI LILLY CO 14,599 16,884
    654106103 NIKE INC 39,972 60,125
    863667101 STRYKER CORP 11,981 36,756
    883556102 THERMO FISHER SCIENT 23,326 34,934
    H1467J104 CHUBB LIMITED 37,205 46,176
    438516106 HONEYWELL INTERNATIO 13,400 31,905
    65339F101 NEXTERA ENERGY INC 82,170 270,025
    94106L109 WASTE MANAGEMENT INC 20,666 58,965
    31420B847 FEDERATED INSTITUTIO 49,914 51,173
    922908710 VANGUARD 500 INDEX F 25,000 44,124
    548661107 LOWES COMPANIES INC 3,399 8,026
    742718109 PROCTER GAMBLE CO/T 37,740 41,742
    552983694 MFS VALUE FUND 116,545 157,888
    609207105 MONDELEZ INTERNATION 13,774 23,856
    464285105 ISHARES COMEX GOLD T 59,872 58,016
    025537101 AMERICAN ELECTRIC PO 4,972 8,327
    28176E108 EDWARDS LIFESCIENCES 12,725 13,685
    291011104 EMERSON ELECTRIC CO 19,305 24,111
    337738108 FISERV INC 75,593 79,702
    539830109 LOCKHEED MARTIN CORP 37,834 35,498
    032654105 ANALOG DEVICES INC 39,994 114,195
    594918104 MICROSOFT CORP 49,059 266,904
    00287Y109 ABBVIE INC 20,098 42,860
    001055102 AFLAC INC 39,157 60,657
    00507V109 ACTIVISION BLIZZARD 29,738 37,140
    071813109 BAXTER INTERNATIONAL 33,588 32,096
    053015103 AUTOMATIC DATA PROCE 36,593 44,050
    30303M102 FACEBOOK INC CL-A 33,894 47,803
    437076102 HOME DEPOT INC/THE 30,122 66,405
    46625H100 JPMORGAN CHASE CO 73,138 88,949
    512807108 LAM RESEARCH CORP 56,840 70,841
    67066G104 NVIDIA CORP 81,514 130,550
    550021109 LULULEMON ATHLETICA 53,023 69,606
    316071604 FIDELITY ADVISOR NEW 96,440 159,594
    46428Q109 ISHARES SILVER TRUST 63,375 61,425
    037833100 APPLE INC 64,941 159,228
    097023105 BOEING CO/THE 18,888 21,406
    22822V101 CROWN CASTLE INTERNA 63,521 63,676
    655844108 NORFOLK SOUTHERN COR 29,748 71,283
    713448108 PEPSICO INC 31,864 59,320
    74340W103 PROLOGIS INC 92,330 104,643
    31421N683 FEDERATED KAUFMANN S 240,000 267,100
    89155T649 TOUCHSTONE MID CAP F 324,301 367,306
    649280815 AMERICAN FUNDS - NEW 314,470 392,363
    G1151C101 ACCENTURE LTD CLASS 24,750 78,363
    67103H107 O'REILLY AUTOMOTIVE 73,522 79,200
    552982720 MFS GLOBAL REAL ESTA 138,299 148,723
    007903107 ADVANCED MICRO DEVIC 56,994 82,539
    166764100 CHEVRON CORP 36,599 26,180
    191216100 COCA COLA CO 12,418 16,452
    22160K105 COSTCO WHOLESALE COR 49,720 56,517

    TY 2020 OtherExpensesSchedule
    Name:
    DR DOMINIC & HELEN BITONTE FAMILY
    EIN:
    34-1947750
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING/TAX PAYMENT 200 0   200


    TY 2020 OtherIncreasesSchedule
    Name:
    DR DOMINIC & HELEN BITONTE FAMILY
    EIN:
    34-1947750
    Description Amount
    MUTUAL FUND TIMING ADJ 30,784
    COST BASIS ADJ 192


    TY 2020 TaxesSchedule
    Name:
    DR DOMINIC & HELEN BITONTE FAMILY
    EIN:
    34-1947750
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 693 693   0
    FEDERAL TAX PAYMENT - PRIOR YE 261 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,540 0   0
    FOREIGN TAXES ON NONQUALIFIED 28 28   0