Civic Intelligence

Mary E Powell Trust

990PF • Fiscal year 2021 • EIN 34-6532522

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 17, 2022

Organization Profile
112 North Main StreetBellefontaine, OH 43311

(937) 593-8510

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

6th percentile

-199%

Higher net margin than 6% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$1,200

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 36.3% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

20%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $7,361 (-100%) from 2020

Net Assets

Down

$0

Down $7,361 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Up

$3,303

Up $557 (+20%) from 2020

Expenses

Up

$9,868

Up $3,324 (+51%) from 2020

Net Income

Down

-$6,565

Down $2,767 (-73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0K$6.0K$4.0K$2.0K$0Assets 2020: $7,361Liabilities 2020: $0Net Assets 2020: $7,3612020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10K$5.0K$0-$5.0K-$10KRevenue 2020: $2,746Expenses 2020: $6,544Net Income 2020: -$3,7982020Revenue 2021: $3,303Expenses 2021: $9,868Net Income 2021: -$6,5652021

Highlighted filing

2021

Revenue$3,303
Expenses$9,868
Net Income-$6,565
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 17, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J MacAlpine SmithSecretary-Treasurer-$1,200-$1,200
D Fred BurtonPresident-$800-$800
Barbara StewartVice President-$800-$800
Filing and Contact Details

Filer

Filer Name
Mary E Powell Trust
EIN
34-6532522
Phone
9375938510
Address
112 North Main Street, Bellefontaine, OH 43311

Signing Officer

Name
J MacAlpine Smith
Title
Trustee
Phone
9375938510
Signed
2022-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Belser Accounting and Tax Service LLC
Address
1344 South Main Street PO Box 640, Bellefontaine, OH 43311
Preparer
John T Belser CPA
Phone
9375933518
Raw XML Appendix285 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt01725
AccountingFeesSchedule/AccountingFeesDetail/Amt01725
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Belser Accounting Tax Service, LLC
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01725
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt070
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03233
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03303
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03303
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01725
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01725
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01725
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03233
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02100
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-6565
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07070
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt02280
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02280
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02280
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03233
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0463
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0463
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt06568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06568
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09868
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03303
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt06568
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06568
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sold 260.999 Shares of Columbia Cap M/ AGGA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Sold 256.782 Shares of Columbia Cap M/AGG A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03233
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6565
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0796
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0796
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07361
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0300
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0300
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0300
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FinalReturnInd0X
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04679
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07361
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02682
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07361
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07361
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07361
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06100
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01342
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04758
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt092
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0300
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06008
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt21200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0D Fred Burton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Barbara Stewart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2J MacAlpine Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary-Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0704 Iroquois
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1417 North Park Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2717 Columbus Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Bellefontaine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Bellefontaine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Bellefontaine
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd043311
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd143311
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd243311
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03300
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03300
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0J MacAlpine Smith
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0112 North Main Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Bellefontaine
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043311
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09375938510
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The trust makes grants to maiden ladies who reside in Logan County, Ohio and are in need of financial assistance to maintain a bare minimum standard of living.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt02600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No Special Form is Required
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Any Officer or Trustee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09375938510
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0112 North Main Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Bellefontaine
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd043311
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Limited to Residents of Logan County, OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Financial Aid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Financial Aid
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Barbara Metz
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1H Marie Downing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0212 West Water Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1316 Linden Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Bellefontaine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Bellefontaine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd143311
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0300
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02653
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03819
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt039
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt039
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt015312
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02653
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03819
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03883
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01957
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt015351
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012351
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt02280
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Smith, Smith Montgomery
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02280
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02280
LiquidationExplanationStmt/ExplanationTxt0The Mary E Powell Trust was ternminated as of 12/31/2021. The reason being that the Trust had depleted all of its assets. The assets of the Trust were investments held by American Enterpirse Investment Services Inc. and a checking account with PNC bank. After all the charitable contributions and expenses were paid in 2021, the trust was left with no assets, and therefore will no longer exist after 2021.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0796
OtherDecreasesSchedule/OtherDecreasesDetail/Amt10
OtherDecreasesSchedule/OtherDecreasesDetail/Amt20
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Cost Basis Adjustment for Investments held at American Enterprise Investment Services Inc.
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Since this is the last return, we do not know why the cost basis that we calculated is different
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2than the cost basis that the financial advisors have calculated for 2021.
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt3267
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Logan County Probate Court - Court Costs
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PNC Bank - Check Images Fee for 12 Months
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Fiduciary Bond
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Eichholtz Funeral Home - Donation
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3267
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3267
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J MacAlpine Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09375938510
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mary E Powell Trust
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0346532522
ReturnHeader/Filer/PhoneNum09375938510
ReturnHeader/Filer/USAddress/AddressLine1Txt0112 North Main Street
ReturnHeader/Filer/USAddress/CityNm0Bellefontaine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043311
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832765861
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Belser Accounting and Tax Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01344 South Main Street PO Box 640
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bellefontaine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043311
ReturnHeader/PreparerPersonGrp/PhoneNum09375933518
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John T Belser CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-06-17T10:55:51-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0J MacAlpine
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Smith
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$3,303
Expenses
$9,868
Net income
-$6,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0$0$0$3,303$9,868$6,565
2020Detailed filing. Detailed filing data is available for this year.$7,361$0$7,361$2,746$6,544$3,798