PEGGY AND JOHN STRATTON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PEGGY AND JOHN STRATTON FOUNDATION (EIN 20-0301373)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-05
- IRS object ID
- 201601879349100110
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-05T12:03:23-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341310124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rea & Associates Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1020 | AddressLine1Txt |
| City | New Philadelphia | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 446635120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 SW | 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 | PRESIDENT | PersonTitleTxt |
| Phone | 3303391268 | PhoneNum |
| Signature | 2016-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa Beamer CPA | PreparerPersonNm |
| PTIN | P00099001 | PTIN |
| Phone | 3303396651 | PhoneNum |
| Preparation | 2016-06-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,054,407 | 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 | $20,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,664 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,664 | 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 | $20,160 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $135,592 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,160 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $50,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,824 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $30,267 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,493 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,493 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $810 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $810 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,795 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,795 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $9,859 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $9,600 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,303 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,395 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,754 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,754 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,303 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,395 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,754 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,521 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,872 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,282 | CashBOYAmt |
| Cash EOY | $71,775 | CashEOYAmt |
| Cash EOYFMV | $71,775 | CashEOYFMVAmt |
| Corporate Stock BOY | $799,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $749,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $918,419 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $77,750 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $13,537 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $66,008 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $64,213 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $64,213 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $914,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $885,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,054,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $914,942 | RetainedEarningBOYAmt |
| Retained Earning EOY | $885,655 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $914,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $885,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $914,942 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $885,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $914,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $885,655 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $885,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MEDTRONIC INC | P | 2015-01-27 | 2015-01-28 | $15 | $15 | $0 | $0 |
| VANGUARD SHORT TERM | P | 2015-12-28 | 2015-12-28 | $3 | $3 | $3 | |
| COVIDIEN | P | 2012-08-03 | 2015-01-27 | $21,400 | $10,283 | $11,117 | $11,117 |
| GOOGLE INC | P | 2012-08-17 | 2015-05-04 | $23 | $14 | $9 | $9 |
| KRAFT FOODS GROUP | P | 2015-07-06 | 2015-07-06 | $3,300 | $3,300 | $3,300 | |
| DTV | P | 2015-07-28 | 2015-07-28 | $4,275 | $4,275 | $4,275 | |
| A T & T INC | P | 2014-03-28 | 2015-07-28 | $27 | $32 | -$5 | -$5 |
| GENERAL ELECTRIC CAP CORP | P | 2012-09-25 | 2015-08-11 | $50,000 | $50,219 | -$219 | -$219 |
| CHEMOURS | P | 2011-06-02 | 2015-08-26 | $260 | $388 | -$128 | -$128 |
| CHEMOURS | P | 2012-02-27 | 2015-08-26 | $260 | $390 | -$130 | -$130 |
| F N B CORP | P | 2013-10-04 | 2015-08-26 | $5,789 | $4,994 | $795 | $795 |
| DOMINION RESOURCES | P | 2011-03-22 | 2015-09-01 | $50,000 | $49,097 | $903 | $903 |
| SYNCHRONY FINANCIAL | P | 2006-05-05 | 2015-11-24 | $28 | $28 | $28 | |
| MATHEWS ASIA DIVIDEND FUND | P | 2015-12-11 | 2015-12-11 | $175 | $175 | $175 | |
| VANGUARD SHORT TERM | P | 2015-12-29 | 2015-12-29 | $37 | $37 | $37 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,160 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,325 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $81,928 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.443377 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $67,286 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.587418 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,049 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $53,517 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.636228 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,847 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $46,199 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.949090 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,469 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $39,323 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.308878 | DistributionYr5Rt |
| Total Distribution | 3.924991 | TotalDistributionRt |
| Average Distribution | 0.784998 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $84,228 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,119 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $365 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $66,484 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,754 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $730 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $730 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $730 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $480 | AppliedToEsTaxAmt |
| Total Payments And Credits | $920 | TotalPaymentsAndCreditsAmt |
| Overpayment | $190 | OverpaymentAmt |
| Applied To ES Tax | $190 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.quakerfoundation.org | 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 AVENUE SW | NEW PHILADELPHIA | OH | 44663 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PEGGY E STRATTON | ||||||||
| 1279 CRESTVIEW AVENUE SW | NEW PHILADELPHIA | OH | 44663 | VICE PRESIDENT/Sec-Treas | 0.00 | $0 | $0 | $0 |
| ROGER LILE | ||||||||
| 907 3RD NW | NEW PHILADELPHIA | OH | 44663 | BOARD MEMBER | 0.00 | $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 | Description1Txt |
| Expenses1 | $63,754 | Expenses1Amt |
| Description2 | PROGRAMS | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $80,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $85,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $85,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $84,228 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,211 | 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 | $63,754 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,754 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,754 | AdjustedQualifyingDistriAmt |
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 | $4,211 | CurrentYearAmt |
| Year1 | $4,096 | Year1Amt |
| Year2 | $3,364 | Year2Amt |
| Year3 | $2,676 | Year3Amt |
| Total | $14,347 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,579 | CurrentYearAmt |
| Year1 | $3,482 | Year1Amt |
| Year2 | $2,859 | Year2Amt |
| Year3 | $2,275 | Year3Amt |
| Total | $12,195 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $63,754 | CurrentYearAmt |
| Year1 | $36,325 | Year1Amt |
| Year2 | $39,525 | Year2Amt |
| Year3 | $34,049 | Year3Amt |
| Total | $173,653 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $63,754 | CurrentYearAmt |
| Year1 | $36,325 | Year1Amt |
| Year2 | $39,525 | Year2Amt |
| Year3 | $34,049 | Year3Amt |
| Total | $173,653 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $1,001,966 | Year2Amt |
| Year3 | $774,889 | Year3Amt |
| Total | $1,776,855 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $1,001,966 | Year2Amt |
| Year3 | $774,889 | Year3Amt |
| Total | $1,776,855 | 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 |
| 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUCKEYE CAREER CENTER FOUNDATIONINC | |||||||
| PO BOX 355 | NEW PHILADELPHIA | OH | 44663 | NONE | NONE | FOR SCHOLARSHIPS AND PROGRAMS | $6,750 |
| QUAKER FOUNDATION | |||||||
| 124 N BROADWAY | NEW PHILADELPHIA | OH | 44663 | NONE | NONE | FOR SCHOLARSHIPS AND PROGRAMS | $57,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,754 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,664 | 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 | $20,160 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,664 | ExclusionAmt |
| Related Or Exempt Function Incm | $18,365 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,029 | 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 | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BUILDING | 2008-06-12 | $70,000 | $11,742 | SL | 39.000000000000 | $1,795 | $1,795 | $1,795 |
| Land | 2008-06-12 | $7,750 | L | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB ACCOUNT | StockNm |
| EOY Book Value | $749,667 | EOYBookValueAmt |
| EOYFMV | $918,419 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $70,000 | $13,537 | $56,463 |
| Land | $7,750 | $0 | $7,750 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSE | $259 | $0 | $0 | $0 |
| DONATED RENTS | $9,600 | $0 | $9,600 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,493 | Amt |
| Net Investment Income | $3,493 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ANNUAL STATE FEE | $200 | $200 | $0 | $0 |
| FOREIGN TAXES PAID | $281 | $281 | $0 | $0 |
| FEDERAL TAXES PAID | $329 | $329 | $0 | $0 |