Civic Intelligence

William C & Mildred K Lehman Charitable Trust

990PF • Fiscal year 2015 • EIN 31-1613162

Jun 01, 2014 to May 31, 2015 • Filed on Jul 30, 2015

Organization Profile
3040 West Point RoadLancaster, OH 43130

(740) 569-3040

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

85th percentile

37%

Higher net margin than 85% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

48th percentile

$18,220

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

62nd percentile

3.1%

Faster asset growth than 62% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

15th percentile

-30%

Faster revenue growth than 15% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,443,053

Up $102,301 (+3.1%) from 2014

Net Assets

Up

$3,441,473

Up $106,899 (+3.2%) from 2014

Liabilities

Down

$1,580

Down $4,598 (-74%) from 2014

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin85th percentile

Revenue

Down

$285,534

Down $125,196 (-30%) from 2014

Expenses

Up

$178,635

Up $8,162 (+4.8%) from 2014

Net Income

Down

$106,899

Down $133,358 (-56%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2015

Assets$3,443,053
Liabilities$1,580
Net Assets$3,441,473
Open 2015 Filing

Operations Trend

Revenue Growth15th percentile

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

2015

Revenue$285,534
Expenses$178,635
Net Income$106,899
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2014 to May 31, 2015
Signed
Jul 30, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM J SITTERLEYTrusteePT$18,220-$18,220
Filing and Contact Details

Filer

Filer Name
William C & Mildred K Lehman
EIN
31-1613162
Phone
7405693040
Address
3040 WEST POINT ROAD, LANCASTER, OH 43130

Signing Officer

Name
William Sitterley
Title
Trustee
Phone
7405693040
Signed
2015-07-30
Discuss with paid preparer
Yes

Preparer

Firm
John M Lester CPA
Address
408 NORTH COLUMBUS STREET, LANCASTER, OH 43130-3033
Preparer
Jon M Lester CPA
Phone
7406547761
Raw XML Appendix304 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.

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AccountingFeesSchedule/AccountingFeesDetail/Amt07005
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt07005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03440509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03737206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STIFEL INVESTMENTS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0141456
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0144078
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0285534
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0285534
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07005
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0141463
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0144078
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015487
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02733
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt018220
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0145000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0145000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0141456
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0141456
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0141456
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0106899
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0402027
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0144078
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0282801
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0141463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0168666
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02733
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0178635
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0285534
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0285534
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt023666
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02733
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt033635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt026886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt331814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt424715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt577742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt622583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt723354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt016068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-129
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-13148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt77
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt016068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt320637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-9179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-13148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt77
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt042954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt624319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt710206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt87
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO & COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FIRST ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4IBM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FIRST TRUST INCOME 27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DUKE ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7HUNTINGTON BANKSHARES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8NORDIC AMERICAN OFFSHORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0144078
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt07
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0106899
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03441473
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03334574
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03441473
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0180774
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0180774
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0180774
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0186430
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05656
IRS990PF/DistributableAmountGrp/TotalTaxAmt05656
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05656
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05656
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05656
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08200
IRS990PF/FMVAssetsEOYAmt03739750
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03381812
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03381812
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03340752
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03440509
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03737206
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt06178
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01580
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02544
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02544
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-47238
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt059661
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03340752
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03443053
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03739750
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt06178
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01580
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03340752
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03443053
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03334574
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03441473
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03785380
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt036520
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03746316
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt056781
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02544
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0186430
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03728599
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03785380
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM J SITTERLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02013
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM J SITTERLEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03040 WEST POINT ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LANCASTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043130
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07405693040
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0FAIRFIELDCOUNTYSCHOLARSHIPS.COM
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO 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/SummaryOfDirectChrtblActyGrp/Expenses1Amt0168666
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM J SITTERLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07405693040
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03040 WEST POINT ROAD SE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LANCASTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd043130
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0145000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0ADD ON FILE WITH TRUSTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LANCASTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043130
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0145000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0168666
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0180774
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0168666
IRS990PF/UndistributedIncomeGrp/Taxable2Amt05267
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0180774
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0173933
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01174
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt05079
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt11099
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FORM 4720 TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01580
TaxesSchedule/TaxesDetail/Amt05656
TaxesSchedule/TaxesDetail/Amt11580
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FORM 4720 TAXES PAYABLE
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM SITTERLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07405693040
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM C & MILDRED K LEHMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0311613162
ReturnHeader/Filer/PhoneNum07405693040
ReturnHeader/Filer/USAddress/AddressLine1Txt03040 WEST POINT ROAD
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043130
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311739424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN M LESTER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 NORTH COLUMBUS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0431303033
ReturnHeader/PreparerPersonGrp/PhoneNum07406547761
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON M LESTER CPA
ReturnHeader/ReturnTs02015-09-11T11:22:19-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-06-01
ReturnHeader/TaxPeriodEndDt02015-05-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,443,053
Liabilities
$1,580
Net assets
$3,441,473
Revenue
$285,534
Expenses
$178,635
Net income
$106,899
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