J H Stafford Charitable Trust

990EZ • Fiscal year 2019 • EIN 87-6149965

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 06, 2020

Organization Profile

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

(216) 689-0416

Siviq Scores

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

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

14%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

$1,500

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 26.6% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

0.6%

Faster asset growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

49%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets57th percentile

Assets

$126,354

Up $789 (+0.6%) from 2018

Net Assets

$126,354

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin69th percentile

Revenue

$5,642

Up $1,856 (+49%) from 2018

Expenses

Down

$4,853

Down $13 (-0.3%) from 2018

Net Income

$789

Up $1,869 (+173%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

Highlighted filing

2019

Assets$126,354

Liabilities$0

Net Assets$126,354

Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

Highlighted filing

2019

Revenue$5,642

Expenses$4,853

Net Income$789

Open 2019 Filing

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

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.

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 Pay77th 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	1500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
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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
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt	0	0
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt	0	0
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IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt	0	0
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt	0	0
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	false
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IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt	0	0
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt	0	2290
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt	0	2233
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt	0	0
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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
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	2	8
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	3	4
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	1	0
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	2	0
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	1	0
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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.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $126,354
Liabilities: $0
Net assets: $126,354
Revenue: $5,642
Expenses: $4,853
Net income: $789

	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