Civic Intelligence

William C & Mildred K Lehman Charitable Trust

990PF • Fiscal year 2013 • EIN 31-1613162

Jun 01, 2012 to May 31, 2013 • Filed on Jul 31, 2013

Organization Profile
3040 West Point Road43130
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

54th percentile

$17,491

Higher top officer pay than 54% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$3,093,805

No earlier filing loaded for comparison.

Net Assets

$3,093,805

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$171,675

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $3,093,805Liabilities 2013: $0Net Assets 2013: $3,093,8052013Assets 2014: $3,340,752Liabilities 2014: $6,178Net Assets 2014: $3,334,5742014Assets 2015: $3,443,053Liabilities 2015: $1,580Net Assets 2015: $3,441,4732015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2013

Assets$3,093,805
Liabilities$0
Net Assets$3,093,805
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2013: $171,6752013Revenue 2014: $410,730Expenses 2014: $170,473Net Income 2014: $240,2572014Revenue 2015: $285,534Expenses 2015: $178,635Net Income 2015: $106,8992015Revenue 2016: $157,806Expenses 2016: $3,269,659Net Income 2016: -$3,111,8532016

Highlighted filing

2013

Revenue-
Expenses$171,675
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2012 to May 31, 2013
Signed
Jul 31, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J SITTERLEYTrusteePT$17,491-$17,491
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-EDUCATIONNONELANCASTER, OH, US$147,000
Filing and Contact Details

Filer

EIN
31-1613162
Raw XML Appendix298 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount03920
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps03920
CompensationExplanation/Compensation/PersonName0WILLIAM J SITTERLEY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue03093626
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03607418
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0WELLS FARGO SECURITIES
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0138686
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-9039
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0129647
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0129647
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps03920
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03920
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0138686
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps014867
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm02624
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss017491
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0147000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0147000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm0138686
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0138686
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0138686
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-42028
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0712727
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-9039
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0136062
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0543
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0543
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0138686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0166330
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm02624
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0171675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0138686
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0129647
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps019330
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm02624
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss024675
IRS990PF/BalanceSheets/CapitalStockBOY03381297
IRS990PF/BalanceSheets/CapitalStockEOY03381297
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY03138776
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY03093626
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV03607418
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY02942
IRS990PF/BalanceSheets/PrepaidExpensesEOY0179
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV0179
IRS990PF/BalanceSheets/RetainedEarningsBOY0-245463
IRS990PF/BalanceSheets/RetainedEarningsEOY0-287492
IRS990PF/BalanceSheets/TotalAssetsBOY03138776
IRS990PF/BalanceSheets/TotalAssetsEOY03093805
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03607597
IRS990PF/BalanceSheets/TotalLiabilitiesBOY02942
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03138776
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03093805
IRS990PF/BalanceSheets/TotalNetAssetsBOY03135834
IRS990PF/BalanceSheets/TotalNetAssetsEOY03093805
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-9039
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis079500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis198231
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis299868
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis338479
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis494166
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5100010
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis637412
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis775000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis899100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02006-05-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-05-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-05-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32006-05-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42007-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52011-05-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-02-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72006-05-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-05-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-07-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-08-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42013-01-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52013-02-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62013-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72013-05-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82013-05-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0BANK OF AMERICA CORP - 75,000 SH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1FIRST TR TARGET GLOBAL DIV - 10,065
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2FIRST TR INCOME ALLOCATION - 10,170
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3VERIZON COMMUNICATIONS - 1222 SH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4GE CC 6.00% PINES - 4000 SH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5FIRST TR GLOBAL EQUITY - 10,219 SH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6WELLS FARGO 7.875 % CAP XII - 1630 S
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7JP MORGAN CHASE 6.2% CAP XIV - 3000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8FIRST TR TACTICAL INCOME - 10,169 SH
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-4500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-7974
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-6750
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss315242
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss45834
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-16808
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss63338
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss72579
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-4500
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-7974
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-6750
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses315242
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses45834
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-16808
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses63338
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses72579
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice075000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice190257
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice293118
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice353721
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice4100000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice583202
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice640750
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice775000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice8101679
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-42028
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03093806
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03135834
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03093805
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0168359
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0168359
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0168359
IRS990PF/DistributableAmount/MinimumInvestmentReturn0171080
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02721
IRS990PF/DistributableAmount/TotalTax02721
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0179
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02900
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02721
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0179
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02721
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02721
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02900
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03607597
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03473696
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances071868
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities03401649
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable052105
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0179
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0171080
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03421591
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03473696
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation017491
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM J SITTERLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103040 WEST POINT ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0LANCASTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode043130
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0true
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0166330
IRS990PF/QualifyingDistributions/ExpensesAndContributions0166330
IRS990PF/QualifyingDistributions/QualifyingDistributions0166330
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0WILLIAM J SITTERLEY
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07405693040
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103040 WEST POINT ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0LANCASTER
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode043130
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0FAIRFIELDCOUNTYSCHOLARSHIPS.COM
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10TO PROMOTE THE EDUCATION AND WELFARE OF THE RESIDENTS AND STUDENTS OF HOCKING COUNTY TO BETTER ENABLE SAID RESIDENTS OR STUDENTS TO CONTRIBUTE IN A USEFUL AND WORTHWHILE MANNER TO THEIR COMMUNITY.
IRS990PF/SummaryOfDirectCharitableActy/Expenses10166330
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SEE ATTACHED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0WILLIAM J SITTERLEY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07405693040
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine103040 WEST POINT ROAD SE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0LANCASTER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode043130
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0SEE ATTACHED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0SEE ATTACHED
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0147000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SEE ATTACHED LIST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10ADD ON FILE WITH TRUSTEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0LANCASTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode043130
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0147000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear06335
IRS990PF/UndistributedIncome/AppliedToYear10159995
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0168359
IRS990PF/UndistributedIncome/QualifyingDistributions0166330
IRS990PF/UndistributedIncome/UndistributedIncomeCY0162024
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0159995
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0ROUNDING
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0543
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0543
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue0310
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue12632
OtherLiabilitiesSchedule/OtherLiabilities/Description0FEDERAL INCOME TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilities/Description1FEDERAL EXCISE TAX PAYABLE
TaxesSchedule/Taxes/Amount02721
TaxesSchedule/Taxes/Category0EXCISE TAXES
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311613162
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM C & MILDRED K LEHMAN
ReturnHeader/Filer/Name/BusinessNameLine20CHARITABLE TRUST
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone07405693040
ReturnHeader/Filer/USAddress/AddressLine103040 WEST POINT ROAD
ReturnHeader/Filer/USAddress/City0LANCASTER
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode043130
ReturnHeader/Officer/DateSigned02013-07-31
ReturnHeader/Officer/Name0WILLIAM SITTERLEY
ReturnHeader/Officer/Phone07405693040
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-08-22
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JOHN M LESTER CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10408 NORTH COLUMBUS STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0LANCASTER
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0431303033
ReturnHeader/Preparer/Name0JON M LESTER CPA
ReturnHeader/Preparer/Phone07406547761
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-06-01
ReturnHeader/TaxPeriodEndDate02013-05-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-22T13:52:42-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,093,805
Liabilities
$0
Net assets
$3,093,805
Revenue
-
Expenses
$171,675
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.16$3.27$3.11
2015Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.29$0.18$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.34$0.01$3.33$0.41$0.17$0.24
2013Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.17