R AND M FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- R AND M FOUNDATION (EIN 34-7022152)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201641339349102074
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T13:01:05-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341903609 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHROEDEL SCULLIN & BESTIC LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 196 NORTH BROAD STREET | AddressLine1Txt |
| City | CANFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44406 | 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 | 347022152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R AND M FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O AMY P FRIEDRICH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAND | BusinessNameControlTxt |
| Phone | 3307571857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2160 HERITAGE TRAIL | AddressLine1Txt |
| City | POLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY P FRIEDRICH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3307571857 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A O'NEIL CPA | PreparerPersonNm |
| PTIN | P00093050 | PTIN |
| Phone | 3305331131 | PhoneNum |
| Preparation | 2016-05-12 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,037,051 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,855 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,814,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,855 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,133,181 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,181 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,890 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $647 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,983 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,983 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,890 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,046,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,551 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,354 | CashBOYAmt |
| Cash EOY | $649,636 | CashEOYAmt |
| Cash EOYFMV | $649,636 | CashEOYFMVAmt |
| Corporate Stock BOY | $795,871 | CorporateStockBOYAmt |
| Corporate Stock EOY | $686,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $802,456 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $51 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $585,612 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $584,959 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $875,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,921,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,037,051 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $875,276 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,921,970 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $875,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,921,970 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $875,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,921,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $875,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,046,694 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,921,970 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,921,970 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 144 SH ASTRAZENECA | P | 2014-12-10 | 2015-09-04 | $4,581 | $4,581 | ||
| 729 SH PHILIP MORRIS | P | 2014-11-15 | 2015-10-12 | $61,493 | $56,233 | $5,260 | $5,260 |
| 6 SH ANHEUSER-BUSCH | P | 2015-02-27 | 2015-09-04 | $637 | $637 | ||
| 1579 SH THOMAS REUTERS | P | 2014-11-15 | 2015-11-24 | $65,960 | $59,671 | $6,289 | $6,289 |
| 2 SH VANGUARD INDUSTRIAL | P | 2015-10-12 | 2015-12-16 | $201 | $201 | ||
| 91 SH PHILIP MORRIS | P | 2015-04-17 | 2015-11-24 | $7,684 | $7,275 | $409 | $409 |
| 147 SH OCCIDENTAL PETE | P | 2013-02-04 | $10,939 | $10,939 | |||
| ST COVERED | P | $496,264 | $536,559 | -$40,295 | -$40,295 | ||
| LT COVERED | P | $257,214 | $218,755 | $38,459 | $38,459 | ||
| 2295 SH COCA COLA | P | 2015-03-17 | 2015-10-12 | $96,296 | $92,672 | $3,624 | $3,624 |
| 1281 SH ALTRIA GROUP | P | 2014-11-15 | 2015-11-24 | $73,440 | $58,411 | $15,029 | $15,029 |
| 1651 SH AMN ELEC POWER | P | 2014-11-15 | 2015-12-16 | $94,519 | $89,667 | $4,852 | $4,852 |
| 1146 SH JPMORGAN CHASE | P | 2014-11-15 | 2015-11-24 | $104,014 | $92,943 | $11,071 | $11,071 |
| 1266 SH KRAFT | P | 2014-11-15 | 2015-11-24 | $93,112 | $78,836 | $14,276 | $14,276 |
| 652 SH LOCKHEED MARTIN | P | 2014-11-15 | 2015-11-24 | $139,367 | $122,817 | $16,550 | $16,550 |
| 1061 SH ELI LILLY | P | 2014-11-15 | 2015-11-24 | $84,659 | $81,871 | $2,788 | $2,788 |
| 1292 SH MCDONALDS | P | 2014-11-15 | 2015-11-24 | $133,105 | $124,183 | $8,922 | $8,922 |
| 2864 SH PPL CORPORATION | P | 2014-11-15 | 2015-10-12 | $85,456 | $90,118 | -$4,662 | -$4,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,855 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$36,262 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $46,600 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,029,448 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045267 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $41,695 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $964,056 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043250 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,720 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $863,155 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042542 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,806 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $812,028 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049020 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,938 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $779,779 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047370 | DistributionYr5Rt |
| Total Distribution | 0.227449 | TotalDistributionRt |
| Average Distribution | 0.045490 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,283,643 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,393 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,176 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,569 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,325 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,176 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,176 | SubtotalAmt |
| Tax Based On Investment Income | $1,176 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,900 | TotalPaymentsAndCreditsAmt |
| Overpayment | $724 | OverpaymentAmt |
| Applied To ES Tax | $724 | 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 |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | AMY P FRIEDRICH | IndividualWithBooksNm |
| Phone | 3307571857 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2160 HERITAGE TRL | AddressLine1Txt |
| City | POLAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44514 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAMELA P ELLIOT | ||||||||
| 100 RINGS END RD | DARIEN | CT | 06820 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMY P FRIEDRICH | ||||||||
| 2160 HERITAGE TRL | POLAND | OH | 44514 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE TAXPAYER DOES NOT HAVE ANY DIRECT CHARITABLE ACTIVITIES. ALL GRANTS ARE MADE TO OTHER ORGANIZATIONS TO ASSIST THEM IN CONDUCTING THEIR DIRECT CHARITABLE ACTIVITIES. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,107,298 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $195,893 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,303,191 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,303,191 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,283,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,182 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,182 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,176 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,176 | TotalTaxAmt |
| Distributable Before Adj | $63,006 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,006 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,006 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,325 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $68,325 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,176 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $67,149 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,525 | UndistributedIncomePYAmt |
| Qualifying Distributions | $68,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,525 | AppliedToYear1Amt |
| Applied To Current Year | $20,800 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $42,206 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SCHEDULE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | SEE ATTACHED | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44515 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $65,435 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,435 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,855 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $133,181 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,181 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MARIE SCHOMER PETERSON TRUST | |||||||
| 1 | 2160 HERITAGE TRAIL | POLAND | OH | 44514 | $978,742 | Yes (X) | |
| MARIE SCHOMER PETERSON TRUST | |||||||
| 2 | 2160 HERITAGE TRAIL | POLAND | OH | 44514 | $21,258 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCKS | NoncashPropertyDesc |
| Fair Market Value | $978,742 | FairMarketValueAmt |
| Received | 2015-10-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,890 | Amt |
| Disbursements Charitable Prps | $2,890 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | PURCHASE | HowAcquiredTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 615 SHRS ABBVIE INC | $19,692 | $36,433 |
| 467 ADP | $32,513 | $39,564 |
| 399 SHRS ALTRIA GROUP | $21,889 | $23,226 |
| 380 SHRS AMN ELEC POWER | ||
| 349 SHRS ANHEUSER-BUSCH INBEV ADR | ||
| 315 SHRS ASTRAZENECA PLC SPND ADR | $10,120 | $10,694 |
| 919 SHRS AT & T | $29,049 | $31,623 |
| 654 SHRS BCE, INC | ||
| 893 SHRS BP PLC | ||
| 705 SHRS COCA COLA INC | $28,165 | $30,287 |
| 675 SHRS CONOCOPHILLIPS | $32,580 | $31,516 |
| 566 SHRS DIGITAL RLTY TR INC | $33,609 | $42,801 |
| 566 SHRS DOMINION RES INC NEW | ||
| 314 SHRS DU PONT E I DE NEMOURS | ||
| 352 SHRS ELI LILLY & CO | $30,807 | $29,660 |
| 1,463 SHRS GENERAL ELECTRIC | $33,463 | $45,572 |
| 1,456 SHRS INTEL CORP | $33,311 | $50,159 |
| 508 SHRS JPMORGAN CHASE & CO | $30,891 | $33,543 |
| 271 SHRS KIMBERLY CLARK | $17,372 | $34,498 |
| 397 SHRS KRAFT FOODS | $28,350 | $28,886 |
| 191 SHRS LOCKHEED MARTIN CORP | $39,463 | $41,476 |
| 419 SHRS MCDONALD'S CORP | $41,571 | $49,501 |
| 515 SHRS OCCIDENTIAL PETE CORP | $33,120 | $34,819 |
| 594 SHRS PACCAR INC | $25,209 | $28,156 |
| 257 SHRS PHILIP MORRIS INTL | $20,877 | $22,593 |
| 953 SHRS PPL CORP | $31,402 | $32,526 |
| 515 SHS PROCTER & GAMBLE | $40,692 | $40,896 |
| 1,029 SHRS SPECTRA ENERGY CORP | ||
| 501 SHRS THOMAS REUTERS CORP | $20,356 | $18,963 |
| 589 SHRS TORONTO DOMINION BANK | ||
| 542 SHRS VENTAS INC | $25,323 | $30,585 |
| 746 SHRS VERIZON COMMUNICATIONS | $26,898 | $34,479 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 5 SHRS HARTFORD FLOATING RATE | AT COST | $52 | $48 |
| 600 SHRS CONSUMER DISCRETIONARY | AT COST | $46,831 | $46,896 |
| 123 SHRS FIRST TR EXCHANGE | AT COST | $8,650 | $9,177 |
| 305 SHRS FIRST TR ISE CLOUD COMP | AT COST | $9,101 | $9,162 |
| 779 SHRS HEALTH CARE SELECT | AT COST | $53,455 | $56,111 |
| 41 SHRS ISHARES NASDAQ BIOTECH | AT COST | $12,695 | $13,872 |
| 1,164 SHRS SECTOR SPDR FINANCIAL | AT COST | $27,052 | $27,738 |
| 2,575 SHRS SPDR S P DAVID | AT COST | $196,497 | $189,443 |
| 622 SHRS SPDR S&P 500 EFT TRUST | AT COST | $127,945 | $126,807 |
| 256 SHRS VANGUARD CONSUMER | AT COST | $32,570 | $33,042 |
| 671 SHRS VANGUARD INFORMATION | AT COST | $70,764 | $72,663 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $14,914 | $14,914 |
| CERT FEES | $69 | $69 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $647 | $647 |
| FEDERAL TAX ON INVESTMENT INCOME | $2,532 |
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