PEGGY AND JOHN STRATTON FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PEGGY AND JOHN STRATTON FOUNDATION (EIN 20-0301373)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-11
- IRS object ID
- 201341929349100709
- Schema version
- 2012v2.1
- 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
- Schedule B
- 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) |
|---|---|---|
| Timestamp | 2013-07-11T15:01:16-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341310124 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REA & ASSOCIATES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1020 | AddressLine1 |
| City | NEW PHILADELPHIA | City |
| State | OH | State |
| ZIP Code | 446635120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200301373 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEGGY AND JOHN STRATTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PEGG | NameControl |
| Phone | 3303391268 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1279 CRESTVIEW AVENUE SW | AddressLine1 |
| City | NEW PHILADELPHIA | City |
| State | OH | State |
| ZIP Code | 44663 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PEGGY STRATTON | Name |
| Title | PRESIDENT | Title |
| Phone | 3303391268 | Phone |
| Date Signed | 2013-06-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA BEAMER CPA | Name |
| PTIN | P00099001 | PTIN |
| Phone | 3303396651 | Phone |
| Date Prepared | 2013-06-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 774888 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 114412 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 17604 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17604 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 17604 | DividendsAdjNetIncm |
| Gross Rents Rev And Expnss | 9600 | GrossRentsRevAndExpnss |
| Gross Rents Adj Net Incm | 9600 | GrossRentsAdjNetIncm |
| Net Rental Income Or Loss | -1795 | NetRentalIncomeOrLoss |
| Net Gain Sale Assets Rev And Expnss | -17747 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 108706 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 123869 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17604 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 27204 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3021 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3021 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 427 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 1795 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 1795 | DeprecAndDepletionAdjNetIncm |
| Other Expenses Rev And Expnss | 9950 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 350 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 9600 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15193 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3371 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 11395 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 34049 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 34049 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 49242 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3371 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 11395 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 34049 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 74627 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14233 | NetInvestmentIncome |
| Adjusted Net Income | 15809 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 127246 | CashBOY |
| Cash EOY | 26430 | CashEOY |
| Cash EOYFMV | 26430 | CashEOYFMV |
| Investments Corp Stock BOY | 461941 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 639179 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 678860 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 77750 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 8152 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 71393 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 69598 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 69598 | InvestmentsLandEtcEOYFMV |
| Total Assets BOY | 660580 | TotalAssetsBOY |
| Total Assets EOY | 735207 | TotalAssetsEOY |
| Total Assets EOYFMV | 774888 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 660580 | RetainedEarningsBOY |
| Retained Earnings EOY | 735207 | RetainedEarningsEOY |
| Total Net Assets BOY | 660580 | TotalNetAssetsBOY |
| Total Net Assets EOY | 735207 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 660580 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 735207 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 660580 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 74627 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 735207 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 735207 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 50 SHS PHILLIPS 66 | P | 2012-03-16 | 2012-08-03 | 1956 | 1775 | 181 | 181 |
| 200 SHS ST JUDE MEDICAL INC | P | 2012-02-27 | 2012-11-13 | 7191 | 8565 | -1374 | -1374 |
| 625 SHS VANGUARD SHORT-TRM CORP | P | 2012-12-28 | 2012-12-28 | 21 | 21 | 21 | |
| 200 SHS PITNEY BOWES INC | P | 2004-09-02 | 2012-03-16 | 3592 | 8688 | -5096 | -5096 |
| 200 SHS PITNEY BOWES INC | P | 2008-12-23 | 2012-03-16 | 3592 | 4803 | -1211 | -1211 |
| 700 SHS FRONTIER COMMUNICATIONS CORP | P | 2005-06-15 | 2012-08-03 | 3079 | 8175 | -5096 | -5096 |
| 150 SHS BECTON, DICKINSON & CO | P | 2006-11-10 | 2012-08-03 | 11263 | 10718 | 545 | 545 |
| 75 SHS PHILLIPS 66 | P | 2004-11-23 | 2012-08-03 | 2935 | 2175 | 760 | 760 |
| 200 SHS DIEBOLD INC | P | 2005-02-04 | 2012-08-17 | 6628 | 11056 | -4428 | -4428 |
| 100 SHS DIEBOLD INC | P | 2006-05-05 | 2012-08-17 | 3314 | 4433 | -1119 | -1119 |
| 25000 SEA RIVER MARITIME HLDS | P | 2011-05-23 | 2012-09-01 | 24400 | 24400 | 0 | 0 |
| 25000 SEA RIVER MARITIME HLDS | P | 2011-05-24 | 2012-09-01 | 24344 | 24344 | 0 | 0 |
| 200 BARRICK GOLD CORP | P | 2010-12-08 | 2012-11-13 | 7091 | 10663 | -3572 | -3572 |
| 150 NORFOLD SOUTHERN CORP | P | 2005-12-02 | 2012-12-12 | 9247 | 6658 | 2589 | 2589 |
| 625 SHS VANGUARD SHORT-TRM CORP | P | 2012-12-29 | 2012-12-29 | 53 | 53 | 53 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -17747 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -1119 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 43847 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 46199 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.949090 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 51469 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 39323 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.308878 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 29430 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 35164 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.836936 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 21372 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 37766 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.565906 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 46761 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 508092 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.092033 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.752843 | TotalDistributionRatio |
| Average Distribution Ratio | 0.750569 | AverageDistributionRatio |
| Net Noncharitable Assets | 53517 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 40168 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 142 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 40310 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 34049 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 285 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 285 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 285 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 148 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 148 | TotalCreditsAndPayments |
| Tax Due | 137 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.QUAKERFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | PEGGY STRATTON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3303391268 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1279 CRESTVIEW AVENUE SW | AddressLine1 |
| City | NEW PHILADELPHIA | City |
| State | OH | State |
| ZIP Code | 44663 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS | Description1 |
| Expenses1 | 34049 | Expenses1 |
| Description2 | PROGRAMS | Description2 |
| Expenses2 | 0 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 47929 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6403 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 54332 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 54332 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 815 | CashDeemedCharitable |
| Net Noncharitable Assets | 53517 | NetNoncharitableAssets |
| Minimum Investment Return | 2676 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 34049 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 34049 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 34049 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2004-02-11 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 2676 | CurrentYear |
| Year1 | 2310 | Year1 |
| Year2 | 1966 | Year2 |
| Year3 | 1758 | Year3 |
| Total | 8710 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 2275 | CurrentYear |
| Year1 | 1964 | Year1 |
| Year2 | 1671 | Year2 |
| Year3 | 1494 | Year3 |
| Total | 7404 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 34049 | CurrentYear |
| Year1 | 43910 | Year1 |
| Year2 | 51600 | Year2 |
| Year3 | 29522 | Year3 |
| Total | 159081 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 34049 | CurrentYear |
| Year1 | 43910 | Year1 |
| Year2 | 51600 | Year2 |
| Year3 | 29522 | Year3 |
| Total | 159081 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 774889 | CurrentYear |
| Year1 | 670068 | Year1 |
| Year2 | 599431 | Year2 |
| Year3 | 503896 | Year3 |
| Total | 2548284 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 774889 | CurrentYear |
| Year1 | 670068 | Year1 |
| Year2 | 599431 | Year2 |
| Year3 | 503896 | Year3 |
| Total | 2548284 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN E STRATTON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BUCKEYE CAREER CENTER FOUNDATIONINC | |||||||
| PO BOX 355 | NEW PHILADELPHIA | OH | 44663 | NONE | NONE | FOR SCHOLARSHIPS AND PROGRAMS | $3,372 |
| QUAKER FOUNDATION | |||||||
| 124 N BROADWAY | NEW PHILADELPHIA | OH | 44663 | NONE | NONE | FOR SCHOLARSHIPS AND PROGRAMS | $25,677 |
| TUSCARAWAS COUNTY UNIVERSITY FOUNDATION | |||||||
| 330 UNIVERSITY DRIVE NE | NEW PHILADELPHIA | OH | 44663 | NONE | NONE | FOR SCHOLARSHIPS AND PROGRAMS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 34049 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,604 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -1795 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -17747 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $17,604 | ExclusionAmount |
| Related Or Exempt Function Income | -19542 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -1938 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumber |
| Relationship Statement | N/A | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | PEGGY JOHN STRATTON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1279 CRESTVIEW AVE SW | AddressLine1 |
| City | NEW PHILADELPHIA | City |
| State | OH | State |
| ZIP Code | 44663 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 114412 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|---|---|---|---|
| BUILDING | 2008-06-12 | 70000 | 6357 | SL | 39.000000000000 | 1795 | 1795 | 1795 |
| LAND | 2008-06-12 | 7750 | L | 0 | 0 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CHARLES SCHWAB ACCOUNT | NameOfStock |
| EOY Book Value | 639179 | EOYBookValue |
| EOYFMV | 678860 | EOYFMV |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLand (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| BUILDING | 70000 | 8152 | 61848 | 61848 |
| LAND | 7750 | 0 | 7750 | 7750 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSE | 350 | 350 | 0 | 0 |
| DONATED RENTS | 9600 | 0 | 9600 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $3,021 | Amount |
| Net Investment Income | 3021 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $427 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |