2024-10-23T12:01:12-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 800 YARD STREET SUITE 200 GRANDVIEW HEIGHTS OH 43212 990 2023-01-01 316382164 BERTLYN BOSLEY IRRV TRUST BOSL 7403747113 138 PUTNAM STREET MARIETTA OH 45750 LAURA MEADOWS Officer 7403747113 2024-09-22 true false JOSEPH B HULL P00135850 6142327290 2024-09-22 2023 2024-10-15 13:58:12Z LAURA MEADOWS 138 PUTNAM STREET MARIETTA OH 45750 822065 false X N/A X 1985 OH TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL 0 0 0 0 0 0 0 92595 77593 0 92595 77593 68345 68345 0 13708 13708 0 0 1679 82053 83732 10542 -6139 1823174 1810135 0 0 1823174 1810135 X TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL false false 68345 77593 TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING OWNED BY THE BETSEY MILLS AND OPERATED AS A CIVIC AND HISTORICAL ENTERPRISE FOR THE PUBLIC IN GENERAL. TO SUPPORTED ORANIZATION, BETSEY MILLS 300 FOURTH STREET, MARIETTA, OH 45750 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 true 0 false false false false false false false false false false false false false X 0 0 false false false false false false false false false false false false false false false false false false OH X Peoples Bank Trustee 7403746154 138 Putnam Street Marietta OH 45750 X PEOPLES BANK TRUSTEE X 13708 0 0 13708 0 0 false false false 43183 43183 778882 744472 34410 34410 34410 77593 77593 68345 68345 13708 0 13708 950 475 475 0 0 OHIO AG FILING FEES 200 200 FOREIGN TAX ON QUALIFIED DIVIDENDS 468 468 FOREIGN TAX ON NONQUALIFIED DIVIDEN 61 61 83732 68820 14912 0 101817 97095 1721357 1713040 1823174 1810135 0 0 X 1823174 1810135 1823174 1810135 1823174 1810135 X -6139 -6900 X false false false X X 1 BETSEY MILLS CORPORATION-THE CASTLE 314379428 10 false 68345 0 1 68345 0 true false false false false false false false false false false true false false false false true false true 14651 5740 0 39454 43183 54105 48923 0 19776 14912 0 34329 34011 1930779 1971889 51670 67767 0 1982449 2039656 0 0 1982449 2039656 29737 30595 1952712 2009061 68345 70317 0 68345 70317 34329 29180 68345 68345 0 68345 68345 0 475 0 0 0 68820 68345 68345 1.0 68345 0 0 0 0 0 0 0 0 0 0 0 68820 0 68345 475 0 0 475 0 0 0 0 475 Schedule A-Part IV Sec D line 2 The Trustee maintains a close and continuous relationship with the organization by keeping them advised of the investments and income by providing quarterly bank statements. Schedule A-Part IV Sec D line 3 While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in directing the use of the organization's income. Schedule A-Part V Sec D line 8 The organization is a trust fund that disburses funds only to qualifying charitable organizations as directed by the trust's governing instrument to be used only in accordance with the governing instrument. Schedule A-Part V Sec E line 2 Per the terms of the Trust document, the Trust is required to pay out all income on at least a quarterly basis. The Trust has always satisfied this requirement. Per the Trust document, the Trustee only has the discretion to distribute principal as needed by the supported organization in a documented need. Schedule A-Part V Sec E line 2 (cont.) Historically, the supported organization has not requested, or demonstrated a need, for any principal distributions. Schedule A-Part V Sec E line 6 The Trustee has made changes to their procedure to distribute funds to the supported organization. In order to meet the IRS distribution requirements, the Trust will begin distributing an amount of Principal annually, to satisfy the requirements to maintain the status as a supporting organization. true BETSEY MILLS CORPORATION 300 FOURTH STREET MARIETTA OH 45750 314379428 501(C)(3) 68345 SUPPORT OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING IN MARIETTA, OHIO 1 PART II, LINE 1, COLUMN (H) NAME OF ORGANIZATION OR GOVERNMENT: BETSEY MILLS CORPORATION (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING IN MARIETTA, OH OWNED BY THE BETSEY MILLS CORPORATION EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 THE SOLE PURPOSE IS TO PROVIDE SUPPORT FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE", AN HISTORIC BUILDING IN MARIETTA, OHIO OWNED BY THE BETSEY MILLS CORPORATION. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a THE TRUST IS A SUPPORTING ORGANIZAION OF THE BETSEY MILLS CORPORATION FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE". THE TRUST DOES NOT HAVE A GOVERNING BODY OUTSIDE OF THE TRUSTEES. THERE ARE NO BOARD MEETINGS TO DOCUMENT. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b THE TRUST IS A SUPPORTING ORGANIZAION OF THE BETSEY MILLS CORPORATION FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE". THE TRUST DOES NOT HAVE A GOVERNING BODY OUTSIDE OF THE TRUSTEES AND THERE ARE NO SPECIAL COMMITTEES. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE TRUST IS A SUPPORTING ORGANIZAION OF THE BETSEY MILLS CORPORATION FOR THE OPERATION AND MAINTENANCE OF "THE CASTLE". THE TRUST DOES NOT HAVE A GOVERNING BODY OUTSIDE OF THE TRUSTEES. THE TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 19 ALL BOOKS AND RECORDS OF THIS CORPORATION MAY BE INSPECTED AT ITS PRINCIPAL PLACE OF BUSINESS BY THE PUBLIC FOR ANY PROPER PURPOSE, AT ANY REASONABLE TIME ON WRITTEN DEMAND UNDER OATH STATING THE PURPOSE OF THE INSPECTION. EXPLANATION FOR FORM 990, PART XI, LINE 9 NET PRE/POST YEAR INCOME -$6,900: