PEGGY AND JOHN STRATTON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- PEGGY AND JOHN STRATTON FOUNDATION (EIN 20-0301373)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-05
- IRS object ID
- 201831869349100608
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Land Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-05T18:05:40-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Keeping Tabs Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2053 May Valley Rd SW | AddressLine1Txt |
| City | New Philadelphia | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 446637948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200301373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEGGY AND JOHN STRATTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEGG | BusinessNameControlTxt |
| Phone | 3303391268 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1279 CRESTVIEW AVENUE | AddressLine1Txt |
| City | NEW PHILADELPHIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44663 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY STRATTON | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3303391268 | PhoneNum |
| Signature | 2018-04-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN M GANO-MCCLEARY CPA | PreparerPersonNm |
| PTIN | P01019283 | PTIN |
| Phone | 3303397511 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,197,223 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,218 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,218 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,218 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $9,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $9,600 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$1,795 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $18,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,287 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,218 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,818 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $950 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,776 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,776 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $331 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,795 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $9,600 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,057 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $9,600 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,452 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,057 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $9,600 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,161 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,218 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,388 | CashBOYAmt |
| Cash EOY | $39,350 | CashEOYAmt |
| Cash EOYFMV | $39,350 | CashEOYFMVAmt |
| Corporate Stock BOY | $799,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $748,302 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,097,250 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $77,750 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $17,127 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $62,418 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $60,623 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $60,623 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $880,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $848,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,197,223 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $880,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $848,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $880,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $848,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $880,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $848,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $880,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,165 | ExcessRevenueOverExpensesAmt |
| Subtotal | $848,275 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $848,275 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $43,035 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $93,397 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.460775 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,754 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $81,228 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.784877 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $81,928 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.443377 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $67,286 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.587418 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,049 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,517 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.636228 | DistributionYr5Rt |
| Total Distribution | 2.912675 | TotalDistributionRt |
| Average Distribution | 0.582535 | AverageDistributionRt |
| Net Investment Income Pct | $162 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $162 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $323 | SubtotalAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $323 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $323 | TotalPaymentsAndCreditsAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PEGGY STRATTON | IndividualWithBooksNm |
| Phone | 3303391268 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1279 CRESTVIEW AVENUE SW | AddressLine1Txt |
| City | NEW PHILADELPHIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN E STRATTON | ||||||||
| 1279 CRESTVIEW AVE SW | NEW PHILADELPHIA | OH | 44663 | PRESIDENT | 0 | $0 | $0 | $0 |
| PEGGY E STRATTON | ||||||||
| 1279 CRESTVIEW AVE SW | NEW PHILADELPHIA | OH | 44663 | VICE PRES/SEC-TREAS | 0 | $0 | $0 | $0 |
| ROGER LILE | ||||||||
| 907 3RD NW | NEW PHILADELPHIA | OH | 44663 | BOARD MEMBER | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS-QUAKER FOUNDATION,BUCKEYE CAREER CENTER FOUNDATIONKENT STATE UNIVERSITY-TUSCARAWAS | Description1Txt |
| Expenses1 | $65,000 | Expenses1Amt |
| Description2 | PROGRAMS | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $43,035 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,035 | TotalExcessDistributionCyovAmt |
| Total Corpus | $43,035 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $43,035 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $43,035 | ExcessFromYear1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2004-02-11 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $4,670 | Year1Amt |
| Year2 | $4,211 | Year2Amt |
| Year3 | $4,096 | Year3Amt |
| Total | $12,977 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $3,970 | Year1Amt |
| Year2 | $3,579 | Year2Amt |
| Year3 | $3,482 | Year3Amt |
| Total | $11,031 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $43,035 | Year1Amt |
| Year2 | $63,754 | Year2Amt |
| Year3 | $36,325 | Year3Amt |
| Total | $143,114 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $43,035 | Year1Amt |
| Year2 | $63,754 | Year2Amt |
| Year3 | $36,325 | Year3Amt |
| Total | $143,114 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN E STRATTON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| QUAKER FOUNDATION | ||||||
| 124 N BROADWAY | NEW PHILADELPHIA | OH | 44663 | NONE | SCHOLARSHIPS AND PROGRAMS | $57,250 |
| BUCKEYE CAREER CENTER FOUNDATION INC | ||||||
| PO BOX 355 | NEW PHILADELPHIA | OH | 44663 | NONE | SCHOLARSHIPS AND PROGRAMS | $5,250 |
| KENT STATE UNIVERSITY TUSCARAWAS FOUNDATION | ||||||
| 330 UNIVERSITY DR NE | NEW PHILADELPHIA | OH | 44663 | NONE | SCHOLARSHIPS AND PROGRAMS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,218 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,795 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,469 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $16,674 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,892 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KEEPING TABS, INC TAX PREPARATION | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| 124 N BROADWAY, NEW PHILA OH - BUILDING | 2008-06-12 | $70,000 | $15,332 | SL | 39.00 | $1,795 |
| 124 N BROADWAY, NEW PHILA OH - LAND | 2008-06-12 | $7,750 | NA | 0.00 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ALPHABET INC | 2012-08 | Purchased | 2017-12 | $5,207 | $1,684 | $3,523 |
| DOWDUPONT INC | 2012-02 | Purchased | 2017-09 | $26 | $15 | $11 |
| DU PONT EI DE NEMOUR | 2012-02 | 2017-06 | $8,153 | $4,864 | $3,289 | |
| GENERAL MILLS | 2012-02 | Purchased | 2017-09 | $15,707 | $11,430 | $4,277 |
| INDEPENDENT BANK | 2015-08 | Purchased | 2017-09 | $10,303 | $7,034 | $3,269 |
| PHILIP MORRIS INTL | 2008-12 | Purchased | 2017-08 | $5,179 | $1,890 | $3,289 |
| UNILEVER PLC | 2013-01 | Purchased | 2017-12 | $5,598 | $4,019 | $1,579 |
| VANGUARD SHORT TERM COR BD ETF | 2012-09 | Purchased | 2017-01 | $10,322 | $10,451 | -$129 |
| VANGUARD SHORT TERM COR BD ETF | 2012-09 | Purchased | 2017-06 | $9,997 | $10,049 | -$52 |
| VANGUARD SHORT TERM COR BD ETF | 2012-09 | Purchased | 2017-12 | $10,327 | $10,451 | -$124 |
| VANGUARD SHORT TERM COR BD ETF | 2012-09 | Purchased | 2017-12 | $19,064 | $19,295 | -$231 |
| VANGUARD SHORT TERM COR BD ETF | 2016-04 | Purchased | 2017-12 | $794 | $802 | -$8 |
| VERIZN COMMUNICATION | 2014-02 | Purchased | 2017-06 | $4,203 | $4,427 | -$224 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $70,000 | $17,127 | $52,873 |
| LAND | $7,750 | $7,750 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED RENTS | Desc |
| Revenue And Expenses Per Books | $9,600 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $9,600 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BEESE AND FULMER WEALTH MANAGEMENT | $1,601 | $1,601 |
| CHARLES SCHWAB WEALTH MANAGEMENT | $2,175 | $2,175 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL STATE FEE | $200 | $200 |
| FOREIGN TAXES PAID | $131 | $131 |