Stafford J H Charitable Tr Ta 242-0280280

EIN 87-6149965 • 501(c)3 • Brooklyn, OH

Profile

Grants are made according to the trust agreement dated april 30, 1968 . Keybank as trustee, distributes income annually as follows: 50% pasadena foundation for medical research, california non-profit corporation for diagnostic, therapeutic, education and research activities. 25% mckay dee mem hosp 12 1/2% each to occidental college and weber state unviversity for scholarships. Keybank maintains a responsiveness to the needs and activities of each beneficiary organization in the attainment of its mission.

4900 Tiedeman Rd Oh-01-49-0150Brooklyn, OH 44144

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

52%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

$1,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 13.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

4.7%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

55%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets60th percentile

Assets

$125,781

Up $5,597 (+4.7%) from 2022

Liabilities

Flat

Flat from 2022

Net Assets

No earlier filing loaded for comparison.

Operations

Liabilities / Revenue62nd percentile Net Margin90th percentile

Revenue

$10,788

Up $3,814 (+55%) from 2022

Expenses

Down

$5,194

Down $3,652 (-41%) from 2022

Net Income

$5,594

Up $7,466 (+399%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2023

Assets$125,781

Liabilities$1

Net Assets-

Open 2023 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2023

Revenue$10,788

Expenses$5,194

Net Income$5,594

Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing

Assets: $125,781
Liabilities: $1
Net assets: -
Revenue: $10,788
Expenses: $5,194
Net income: $5,594

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2023Summary only. Only limited summary data is available for this year.	$1.26	$0.00		$0.11	$0.05	$0.06
2022Summary only. Only limited summary data is available for this year.	$1.20	$0.00		$0.07	$0.09	$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.22	$0.00	$1.22	$0.11	$0.13	$0.02
2019Detailed filing. Detailed filing data is available for this year.	$1.26	$0.00	$1.26	$0.06	$0.05	$0.01
2018Summary only. Only limited summary data is available for this year.	$1.26	$0.00		$0.04	$0.05	$0.01
2017Summary only. Only limited summary data is available for this year.	$1.27	$0.00		$0.07	$0.04	$0.04

Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Aug 6, 2020
Return Version: 2019v5.0
Gross Receipts: $22,120

Mission and Program Overview

Mission

Program Services

Description	Grants	Expenses
INCOME PAID TO WEBER STATE UNIVERSITY FOR SCHOLARSHIPS	$1,426	$1,426
INCOME PAID TO MCKAY DEE FOUNDATION FOR PURPOSE OF EDUCATION AND RESEARCH RELATING TO RADIATION AND RADIOGRAPHY	$713	$713
INCOME PAID TO HUNTINGTON MED RES INSTITUTE FOR PURPOSE OF EDUCATION AND RESEARCH	$357	$357

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$1,500	-	$1,500

Governance and Compliance

Governance Explanations

Form 990, Page 6, Part VI, Line 18

“Documents are available upon request by mail or by phone and are mailed within 2 weeks of the request.”

Filing and Contact Details

Filer

Filer Name: Stafford J H Charitable Tr Ta 242-0280280
EIN: 87-6149965
Phone: 2166890416
Address: 4900 TIEDEMAN RD OH-01-49-0150, BROOKLYN, OH 44144

Signing Officer

Name: Keybank Byp S Chmura
Title: SVP
Phone: 2166890416
Signed: 2020-08-06

Supplemental Narrative

Additional Explanations

Line 11B

“All returns are thoroughly prepared and reviewed by our internal profe ssional tax department.”

Line 12A

“No conflict of interest policy exists for the trust. KeyBank N.A. has a corporate conflict of interest policy.”

Line 14

“The trust has no written document retention or destruction policy. Ke yBank N.A. has a corporate document retention and destruction policy.”

Line 15A and 15B

“KeyBank is the sole Trustee, is compensated as such, and makes all dec isions with respect to the operation and administration of the trust.”

Form 990-ez, Part III, Line 31 - Other Program Services Description

“Income paid to occidental college for purpose of education and research.”

Form 990-EZ, Part I, Line 16

“TAX PREPARATION FEE 500”

Raw XML Appendix236 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	KEYBANK
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2168134556
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	4900 TIEDEMAN RD OH-01-49-0150
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	BROOKLYN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	441442302
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	125565
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	126354
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	16478
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	789
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	125565
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	126354
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	1374
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	2853
IRS990EZ/GrossReceiptsAmt	0	22120
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	4268
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	125565
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	126354
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	125565
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	126354
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt	0	KEYBANK NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	1500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	500
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	GRANTS ARE MADE ACCORDING TO THE TRUST AGREEMENT DATED APRIL 30, 1968 . KEYBANK AS TRUSTEE, DISTRIBUTES INCOME ANNUALLY AS FOLLOWS: 50% PASADENA FOUNDATION FOR MEDICAL RESEARCH, CALIFORNIA NON-PROFIT CORPORATION FOR DIAGNOSTIC, THERAPEUTIC, EDUCATION AND RESEARCH ACTIVITIES. 25% MCKAY DEE MEM HOSP 12 1/2% EACH TO OCCIDENTAL COLLEGE AND WEBER STATE UNVIVERSITY FOR SCHOLARSHIPS. KEYBANK MAINTAINS A RESPONSIVENESS TO THE NEEDS AND ACTIVITIES OF EACH BENEFICIARY ORGANIZATION IN THE ATTAINMENT OF ITS MISSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	INCOME PAID TO HUNTINGTON MED RES INSTITUTE FOR PURPOSE OF EDUCATION AND RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	INCOME PAID TO MCKAY DEE FOUNDATION FOR PURPOSE OF EDUCATION AND RESEARCH RELATING TO RADIATION AND RADIOGRAPHY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	INCOME PAID TO WEBER STATE UNIVERSITY FOR SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	357
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	713
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	1426
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	357
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	713
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	1426
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	1500
IRS990EZ/SaleOfAssetsGrossAmt	0	17852
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	UT
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	4853
IRS990EZ/TotalProgramServiceExpensesAmt	0	2853
IRS990EZ/TotalRevenueAmt	0	5642
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt	0	4268
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt	0	3805
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt	0	4268
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt	0	3805
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt	0	2000
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt	0	2000
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt	0	2268
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt	0	1805
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt	0	1805
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt	0	5132
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt	0	5132
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt	0	1534
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt	0	5132
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt	0	2853
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt	0	5132
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt	0	2853
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt	0	2279
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt	0	2853
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt	0	5132
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt	0	0.556
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt	0	2853
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt	0	2853
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt	0	0
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd	0	false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd	0	true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd	0	true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt	0	152668
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt	0	148866
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt	0	152668
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt	0	148866
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt	0	2290
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt	0	2233
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt	0	150378
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt	0	146633
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt	0	5263
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt	0	5132
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt	0	152668
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt	0	148866
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt	0	5263
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt	0	5132
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	4
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	4
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	951667177
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	1	870465806
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	2	876135827
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	3	951757119
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	1	true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	2	true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	3	true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	5
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	1	5
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	2	8
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	3	4
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	1	0
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	2	0
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	3	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	1	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	2	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	3	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	OCCIDENTAL COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	1	WEBER STATE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	2	MCKAY DEE FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	3	HUNTINGTON MED RES INSTIT
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3NonFuncInd	0	X
IRS990ScheduleA/SupportSumAmt	0	0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	All returns are thoroughly prepared and reviewed by our internal profe ssional tax department.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	No conflict of interest policy exists for the trust. KeyBank N.A. has a corporate conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	The trust has no written document retention or destruction policy. Ke yBank N.A. has a corporate document retention and destruction policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	KeyBank is the sole Trustee, is compensated as such, and makes all dec isions with respect to the operation and administration of the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	INCOME PAID TO OCCIDENTAL COLLEGE FOR PURPOSE OF EDUCATION AND RESEARCH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND ARE MAILED WITHIN 2 WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	6	TAX PREPARATION FEE 500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Line 12a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Line 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Line 15a and 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART III, LINE 31 - OTHER PROGRAM SERVICES DESCRIPTION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	6	Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2166890416
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	STAFFORD J H CHARITABLE TR TA 242-0280280
ReturnHeader/Filer/BusinessNameControlTxt	0	STAF
ReturnHeader/Filer/EIN	0	876149965
ReturnHeader/Filer/PhoneNum	0	2166890416
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	4900 TIEDEMAN RD OH-01-49-0150
ReturnHeader/Filer/USAddress/CityNm	0	BROOKLYN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	44144
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	8C553CDB6CFA931C74FCBD2FE9A5D07457BFF418
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	7D13E1EE1ABCC354A96E98692E3CF80D555CFAAC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	104.129.206.65
ReturnHeader/ReturnTs	0	2020-08-07T11:00:13-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.