PEGGY AND JOHN STRATTON FOUNDATION: Form 990PF, tax year 2016
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- Organization
- PEGGY AND JOHN STRATTON FOUNDATION (EIN 20-0301373)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-27
- IRS object ID
- 201712089349100116
- Schema version
- 2016v3.0
- 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
- 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 | 2017-07-27T13:14:51-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANN M GANO MCCLEARY CPA | PreparerPersonNm |
| Phone | 3303397511 | PhoneNum |
| Preparation | 2017-07-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.54.72.120 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-07-27 | IPDt |
| IP Tm | 13:14:37 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 424FC5C4DC48B7FD3AA66912BBEDA8BE6BB318EC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 424FC5C4DC48B7FD3AA66912BBEDA8BE6BB318EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,121,709 | 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 | $21,081 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,081 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $21,081 | 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 | $24,388 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $169,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,388 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $55,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45,469 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,682 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $70 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $70 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,225 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,183 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,183 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $376 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $376 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $1,795 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $1,795 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $9,600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $9,600 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,249 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,395 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,395 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,615 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $19,287 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,775 | CashBOYAmt |
| Cash EOY | $18,388 | CashEOYAmt |
| Cash EOYFMV | $18,388 | CashEOYFMVAmt |
| Corporate Stock BOY | $749,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $799,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,040,903 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $77,750 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $15,332 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $64,213 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $62,418 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $62,418 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $885,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $880,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,121,709 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $885,655 | RetainedEarningBOYAmt |
| Retained Earning EOY | $880,440 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $885,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $880,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $885,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $880,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $885,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,215 | ExcessRevenueOverExpensesAmt |
| Subtotal | $880,440 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $880,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHLUMBERGER LTD | P | 2016-04-04 | 2016-04-05 | $15 | $0 | $14 | $1 | $0 | $0 | $0 | $1 |
| AGRIUM INC | P | 2013-08-16 | 2016-02-26 | $10,833 | $0 | $10,762 | $71 | $0 | $0 | $0 | $71 |
| CAMERON INTL CORP | P | 2008-03-18 | 2016-04-04 | $13,216 | $0 | $8,333 | $4,883 | $0 | $0 | $0 | $4,883 |
| CHIPOTLE MEXICAN GRL | P | 2012-09-25 | 2016-04-21 | $9,003 | $0 | $6,645 | $2,358 | $0 | $0 | $0 | $2,358 |
| CONSUMERS BANCORP | P | 2013-07-24 | 2016-04-12 | $24 | $0 | $31 | -$7 | $0 | $0 | $0 | -$7 |
| COOOPER TIRE AND RUBBER | P | 2013-11-07 | 2016-04-21 | $27,358 | $0 | $19,213 | $8,145 | $0 | $0 | $0 | $8,145 |
| DEERE AND CO | P | 2011-06-02 | 2016-04-21 | $8,249 | $0 | $8,385 | -$136 | $0 | $0 | $0 | -$136 |
| DEERE AND CO | P | 2012-08-17 | 2016-04-21 | $4,124 | $0 | $3,842 | $282 | $0 | $0 | $0 | $282 |
| ENERPLUS CORP | P | 2012-02-27 | 2016-02-26 | $2,799 | $0 | $23,851 | -$21,052 | $0 | $0 | $0 | -$21,052 |
| FLEETCOR TECHNOLOGIE | P | 2013-06-04 | 2016-04-21 | $16,930 | $0 | $9,390 | $7,540 | $0 | $0 | $0 | $7,540 |
| INTEL CORP | P | 2012-09-14 | 2016-04-05 | $12,765 | $0 | $9,341 | $3,424 | $0 | $0 | $0 | $3,424 |
| MALVERN BANCORP | P | 2013-10-04 | 2016-11-23 | $8,158 | $0 | $5,125 | $3,033 | $0 | $0 | $0 | $3,033 |
| MASTERCARD INC | P | 2009-11-09 | 2016-08-23 | $9,640 | $0 | $2,398 | $7,242 | $0 | $0 | $0 | $7,242 |
| O REILLY AUTOMOTIVE | P | 2013-01-25 | 2016-02-26 | $6,560 | $0 | $2,313 | $4,247 | $0 | $0 | $0 | $4,247 |
| O REILLY AUTOMOTIVE | P | 2013-01-25 | 2016-08-23 | $7,142 | $0 | $2,313 | $4,829 | $0 | $0 | $0 | $4,829 |
| SCHLUMBERGER LTD | P | 2014-03-28 | 2016-08-23 | $11,767 | $0 | $14,029 | -$2,262 | $0 | $0 | $0 | -$2,262 |
| VF CORPORATION | P | 2012-09-25 | 2016-04-05 | $15,239 | $0 | $9,530 | $5,709 | $0 | $0 | $0 | $5,709 |
| VODAFONE GROUP | P | 2004-03-17 | 2016-08-23 | $4,502 | $0 | $7,309 | -$2,807 | $0 | $0 | $0 | -$2,807 |
| VODAFONE GROUP | P | 2005-02-04 | 2016-08-23 | $1,472 | $0 | $2,584 | -$1,112 | $0 | $0 | $0 | -$1,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,388 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,754 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $81,228 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.784877 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,325 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $81,928 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.443377 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,525 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $67,286 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.587418 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $34,049 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $53,517 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.636228 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,847 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,199 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.949090 | DistributionYr5Rt |
| Total Distribution | 3.400990 | TotalDistributionRt |
| Average Distribution | 0.680198 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $93,397 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,528 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $396 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,924 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,035 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $792 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $792 | SubtotalAmt |
| Tax Based On Investment Income | $792 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $760 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $33 | TaxDueAmt |
| 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 FOUNDATION | Description1Txt |
| Expenses1 | $43,035 | 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 | $87,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,819 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $94,819 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,397 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,670 | 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 | $43,035 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $43,035 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $43,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $43,035 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $43,035 | RemainingDistriFromCorpusAmt |
| Total Corpus | $43,035 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $43,035 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $43,035 | ExcessFromCurrentYearAmt |
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 | $4,670 | CurrentYearAmt |
| Year1 | $4,211 | Year1Amt |
| Year2 | $4,096 | Year2Amt |
| Year3 | $3,364 | Year3Amt |
| Total | $16,341 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,970 | CurrentYearAmt |
| Year1 | $3,579 | Year1Amt |
| Year2 | $3,482 | Year2Amt |
| Year3 | $2,859 | Year3Amt |
| Total | $13,890 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $43,035 | CurrentYearAmt |
| Year1 | $63,754 | Year1Amt |
| Year2 | $36,325 | Year2Amt |
| Year3 | $39,525 | Year3Amt |
| Total | $182,639 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $43,035 | CurrentYearAmt |
| Year1 | $63,754 | Year1Amt |
| Year2 | $36,325 | Year2Amt |
| Year3 | $39,525 | Year3Amt |
| Total | $182,639 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $1,001,966 | Year3Amt |
| Total | $1,001,966 | 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 (2 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 | $41,310 |
| BUCKEYE CAREER CENTER FOUNDATION INC | ||||||
| PO BOX 355 | NEW PHILADELPHIA | OH | 44663 | NONE | SCHOLARSHIPS AND PROGRAMS | $1,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,035 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,081 | 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 | $24,388 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,081 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,593 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,674 | 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 |
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 | $13,537 | 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 (19 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt |
|---|---|---|---|---|---|---|---|---|
| SCHLUMBERGER LTD | 2016-04 | Purchased | 2016-04 | $15 | $14 | $1 | ||
| AGRIUM INC | 2013-08 | Purchased | 2016-02 | $10,833 | $10,762 | $71 | ||
| CAMERON INTL CORP | 2008-03 | Purchased | 2016-04 | $13,216 | $8,333 | $4,883 | ||
| CHIPOTLE MEXICAN GRILL | 2012-09 | Purchased | 2016-04 | $9,003 | $6,645 | $2,358 | ||
| CONSUMERS BANCORP | 2013-07 | 2016-04 | $24 | $31 | -$7 | Cost | ||
| COOPER TIRE AND RUBBER | 2013-11 | 2016-04 | $27,358 | $19,213 | $8,145 | |||
| DEERE AND CO | 2011-06 | 2016-04 | $8,249 | -$136 | $8,385 | |||
| DEERE AND CO | 2012-08 | 2016-04 | $4,124 | $3,842 | $282 | |||
| ENERPLUS CORP | 2012-02 | 2016-02 | $2,799 | $23,851 | -$21,052 | |||
| FLEETCOR TECHNOLOGIES | 2013-06 | 2016-04 | $16,930 | $7,540 | $9,390 | |||
| INTEL CORP | 2012-09 | 2016-04 | $12,765 | $9,341 | $3,424 | |||
| MALVERN BANCORP | 2013-10 | 2016-11 | $8,158 | $5,125 | $3,033 | |||
| MASTERCARD INC | 2009-11 | 2016-08 | $9,640 | $2,398 | $7,242 | |||
| O REILLY AUTOMOTIVE | 2013-01 | 2016-02 | $6,560 | $2,313 | $4,247 | |||
| O REILLY AUTOMOTIVE | 2013-01 | Purchased | 2016-08 | $7,142 | $2,313 | $4,829 | ||
| SCHLUMBERGER LTD | 2014-03 | Purchased | 2016-08 | $11,767 | $14,029 | -$2,262 | ||
| VF CORPORATION | 2012-09 | Purchased | 2016-04 | $15,239 | $9,530 | $5,709 | ||
| VODAFONE GROUP | 2004-03 | Purchased | 2016-08 | $4,502 | $7,309 | -$2,807 | ||
| VODAFONE GROUP | 2005-02 | Purchased | 2016-08 | $1,472 | $2,584 | -$1,112 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $70,000 | $15,332 | $54,668 |
| 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 | $1,578 | $1,578 |
| CHARLES SCHWAB WEALTH MANAGEMENT | $1,605 | $1,605 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL STATE FEE | $200 | $200 |
| FOREIGN TAXES PAID | $176 | $176 |