Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE MYRON STRATTON HOME
 
% THE MYRON STRATTON HOME
Number and street (or P.O. box number if mail is not delivered to street address)555 GOLD PASS HEIGHTS
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLORADO SPRINGS, CO80906
A Employer identification number

84-0404260
B Telephone number (see instructions)

(719) 579-0930
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$196,543,863J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 402
2 Check bullet.............
3 Interest on savings and temporary cash investments 43,994 43,994 43,994
4 Dividends and interest from securities... 2,611,778 2,611,778 2,611,778
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,033,286
b Gross sales price for all assets on line 6a 21,482,942
7 Capital gain net income (from Part IV, line 2)... 5,033,286
8 Net short-term capital gain......... 159,197
9 Income modifications........... 400,000
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 5,301,020 4,088,222 5,301,020
12 Total. Add lines 1 through 11........ 12,990,480 11,777,280 8,515,989
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 241,185 33,309 33,309 207,876
14 Other employee salaries and wages...... 1,805,400 9,027 9,027 1,849,973
15 Pension plans, employee benefits....... 983,380 4,917 4,917 978,463
16a Legal fees (attach schedule)......... Click to see attachment 638 0 0 638
b Accounting fees (attach schedule)....... Click to see attachment 19,660 9,830 9,830 9,830
c Other professional fees (attach schedule).... Click to see attachment 324,928 280,280 280,280 44,648
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... Click to see attachment 816,475   816,475
20 Occupancy..............        
21 Travel, conferences, and meetings....... 38,816     38,816
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,310,677   232,015 1,507,404
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,541,159 337,363 1,385,853 4,637,648
25 Contributions, gifts, grants paid....... 413,500 372,000
26 Total expenses and disbursements. Add lines 24 and 25 5,954,659 337,363 1,385,853 5,009,648
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,035,821
b Net investment income (if negative, enter -0-) 11,439,917
c Adjusted net income (if negative, enter -0-)... 7,130,136
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,703 2,327 2,327
2 Savings and temporary cash investments......... 6,225,176 8,892,766 8,892,766
3 Accounts receivable bullet1,068,388
Less: allowance for doubtful accounts bullet   403,157 1,068,388 1,068,388
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use.............. 24,366 26,032 26,032
9 Prepaid expenses and deferred charges.......... 49,616 64,724 64,724
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 69,936,980 Click to see attachment60,457,887 60,457,887
c Investments—corporate bonds (attach schedule)....... 7,114,796 Click to see attachment6,767,553 6,767,553
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 84,956,120 Click to see attachment77,095,052 79,983,000
14 Land, buildings, and equipment: basis bullet40,315,730
Less: accumulated depreciation (attach schedule) bullet14,549,607 23,997,740 25,766,123 38,089,848
15 Other assets (describe bullet) Click to see attachment741,391 Click to see attachment1,191,338 Click to see attachment1,191,338
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 193,453,045 181,332,190 196,543,863
Liabilities 17 Accounts payable and accrued expenses.......... 1,002,330 536,762
18 Grants payable................. 51,000 65,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment945,658 Click to see attachment655,709
23 Total liabilities (add lines 17 through 22)......... 1,998,988 1,257,471
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 188,031,179 176,795,704
25 Temporarily restricted...............    
26 Permanently restricted............... 3,422,878 3,279,015
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 191,454,057 180,074,719
31 Total liabilities and net assets/fund balances (see instructions). 193,453,045 181,332,190
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
191,454,057
2
Enter amount from Part I, line 27a .....................
2
7,035,821
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
458,769
4
Add lines 1, 2, and 3 ..........................
4
198,948,647
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
18,873,928
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
180,074,719
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a LT CAP GAIN ON SALE P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 21,482,942   16,449,656 5,033,286
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       5,033,286
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 5,033,286
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 159,197
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017      
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
 
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
 
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
 
5
Multiply line 4 by line 3......................
5
 
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
 
7
Add lines 5 and 6........................
7
 
8
Enter qualifying distributions from Part XII, line 4,.............
8
 
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter: 1986-03-17(attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 N/A
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.MYRONSTRATTON.ORG
    14
    The books are in care ofbulletTHE MYRON STRATTON HOME Telephone no.bullet (719) 579-0930

    Located atbullet555 GOLD HEIGHTS PASSCOLORADO SPRINGSCO ZIP+4bullet80906
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DANIEL O'REAR EXECUTIVE DIRECTOR
    40.0     		156,185 33,394 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    JON MEDVED PRESIDENT
    3.0     		24,000 0 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    NECHIE HALL Retired April 2018
    1.5     		4,000 0 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    LEONARD A FARR Trustee
    1.5     		12,000 0 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    C DAVID MCDERMOTT Vice President
    1.5     		12,000 0 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    THOMAS J NAUGHTON Secretary/Treasurer
    1.5     		12,000 0 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    Meredith Vaughan Trustee
    1.5     		11,000 0 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    Stephen D Woodford Trustee
    1.5     		10,000 0 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    CANDICE K HARVEY BUSINESS MANAGER
    40.0     		89,320 48,987 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    LINDA BUENDORF SENIOR SVCS DIRECTOR
    40.0     		97,289 24,391 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    MARGARET HUNTER NURSING SUPERVISOR
    40.0     		81,003 24,050 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    RICK WHITE DIR. OF SPEC. PRJCTS
    40.0     		81,557 10,896 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    SCOTT CRAWFORD DIR. OF MAINTENANCE
    40.0     		59,148 5,823 0
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    H W Houston Construction Construction 2,180,956
    210 S VICTORIA AVE
    PUEBLO,CO81003
    Olson Plumbing Plumbing/Utilities 135,915
    121 W Cucharras St
    COLORADO SPRINGS,CO80903
    Colorado Springs Utilities Utilities 312,312
    111 S Cascade Ave
    COLORADO SPRINGS,CO80903
    Meritain Health Health Plan Premiums 224,303
    9605 S KINGSTON CT
    ENGLEWOOD,CO80112
    Dodge & Cox Investment Mgmt 120,904
    555 California St
    SAN FRANCISCO,CA94104
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 ADULT SERVICES: THE HOME PROVIDES RESIDENTIAL SERVICES TO OVER 100 ELDERLY PERSONS WITH LIMITED INCOME. 4,555,983
    2 STRATTON CONSORTIUM: THE HOME PROVIDES THE FREE USE OF FACILITIES FOR OTHER NONPROFIT ORGANIZATIONS WITH VARIOUS MISSIONS THAT PROVIDE SERVICES TO LOW INCOME RESIDENTS. 453,665
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    165,005,756
    b
    Average of monthly cash balances.......................
    1b
    1,082,218
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,217,204
    d
    Total (add lines 1a, b, and c).........................
    1d
    169,305,178
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    169,305,178
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,539,578
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    166,765,600
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    8,338,280
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    5,009,648
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    2,805,210
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) Click to see attachment.................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    7,814,858
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,814,858
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 0
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:2016, 2015, 2014 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 7,814,858
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2018 distributable amount.....  
    e Remaining amount distributed out of corpus 7,814,858
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 7,814,858
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
    1991-07-02
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
    7,130,136 3,842,503 3,261,129 2,294,894 16,528,662
    b 85% of line 2a ......... 6,060,616 3,266,128 2,771,960 1,950,660 14,049,364
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		7,814,858 7,355,692 4,475,346 6,464,918 26,110,814
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		372,000 326,000 260,100 280,000 1,238,100
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		7,442,858 7,029,692 4,215,246 6,184,918 24,872,714
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ...... 0 0 0 0 0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		5,558,853 5,392,403 4,757,062 4,951,107 20,659,425
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE MYRON STRATTON HOME
    555 GOLD PASS HEIGHTS
    COLORADO SPRINGS,CO80906
    (719) 579-0930
    bThe form in which applications should be submitted and information and materials they should include:
    HOME: NO PRESCRIBED FORMS. GRANTS: CONTACT DANIEL O'REAR AT 719-579-0930
    cAny submission deadlines:
    HOME: NONE GRANTS: MAY 1 AND NOVEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    HOME: APPLICANTS MUST HAVE DEMONSTRATED NEED. GRANTS: APPLICANTS MUST HAVE DEMONSTRATED NEED.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Care and Share Food Bank of CS
    2605 Preamble Pt
    Colorado Springs,CO80915     		NONE PC Program Support: Children's Nutrition Initiative 10,000
    Kidpower of Colorado
    10 Boulder Crescent Ste 100
    Colorado Springs,CO80903     		NONE PC Program Support: Safety Skills Workshops 7,500
    Children's Literacy Center
    2928 Strauss Ln Ste 100
    Colorado Springs,CO80907     		NONE PC PROGRAM SUPPORT: provide one-on-one literacy tutoring to under performing students 12,500
    Lutheran Family Services Rocky Mnt
    363 S Harlan St
    Denver,CO80226     		NONE PC PROGRAM SUPPORT: Respite Care Programs 15,000
    Pikes Peak Therapeutic Riding Center
    13620 Halleluiah Trail
    Elbert,CO80106     		NONE PC PROGRAM SUPPORT: Equine Assisted Activities and Therapy 7,500
    Westside Cares
    2808 W Colorado Ave
    Colorado Springs,CO80904     		NONE PC PROGRAM SUPPORT: Compassionate Emergency Services Program 15,000
    Ecumenical Social Ministries
    201 N Weber St
    Colorado Springs,CO80903     		NONE PC PROGRAM SUPPORT: Food Pantry 15,000
    Pikes Peak Habitat for Humanity
    2802 N Prospect St
    Colorado Springs,CO80907     		NONE PC PROGRAM SUPPORT: Home Building & Rehabilitation Program 10,000
    The Home Front Cares
    PO Box 38516
    Colorado Springs,CO80937     		NONE PC PROGRAM SUPPORT: one-time emergency financial assistance for housing, utilites, food, and transportation 15,000
    Pikes Peak Community College Fndtn
    5765 S Academy Blvd
    Colorado Springs,CO80906     		NONE PC PROGRAM SUPPORT: Teen College Program 7,500
    Discover Goodwill of SW CO
    1460 Garden of the Gods Rd
    Colorado Springs,CO80907     		NONE PC PROGRAM SUPPORT: Fresh Start Laundry Case Manager 15,000
    YMCA of PPR
    316 N Tejon St
    Colorado Springs,CO80903     		NONE PC PROGRAM SUPPORT: 7th Grade Initiative 20,000
    Dream Centers of CS
    11025 Voyager Pkwy
    Colorado Springs,CO80921     		NONE PC PROGRAM SUPPORT: Mary's Home-assist homeless families by providing holistic care 20,000
    Catholic Health Initiatives
    2222 N Nevada Av
    Colorado Springs,CO80907     		NONE PC PROGRAM SUPPORT: support Teller County Dental childcare for low income children 7,500
    Atlas Preparatory School
    1602 S Murray Blvd
    Colorado Springs,CO80916     		NONE PC PROGRAM SUPPORT: College Pathway Program 70,000
    CASA of the Pikes Peak Region
    701 S Cascade Ave
    Colorado Springs,CO80903     		NONE PC PROGRAM SUPPORT: support capital campaign-contingent on pledges/cash raised $620,000 25,000
    Teller Senior Coalition
    750 E Hwy 24 Bldg 2 Ste 100
    Woodland Park,CO80866     		NONE PC PROGRAM SUPPORT: General Operating Support 10,000
    Disability Services
    3660 N Academy Blvd
    Colorado Springs,CO80918     		NONE PC PROGRAM SUPPORT: specialized transportation services 10,000
    Pueblo Cooperative Care Center
    326 W 8th St
    Pueblo,CO81003     		NONE PC PROGRAM SUPPORT: Food Sack Program 15,000
    Colo Springs Philharmonic Orchestra
    PO Box 1266
    Colorado Springs,CO80901     		NONE PC PROGRAM SUPPORT: Philharmonic Kids program 6,000
    Big BrothersBig Sisters of Colorado
    111 S Tejon St Ste 302
    Colorado Springs,CO80903     		NONE PC PROGRAM SUPPORT: youth mentoring programs 10,000
    Beautiful Redemption
    PO Box 33
    Palmer Lake,CO80133     		NONE PC PROGRAM SUPPORT: adaption outreach program 5,000
    Project Angel Heart
    4950 Washington St
    Denver,CO80216     		NONE PC PROGRAM SUPPORT: critcially ill seniors home meals delivery 20,000
    Colo Springs Food Rescue
    917 E Moreno Ave
    Colorado Springs,CO80903     		NONE PC PROGRAM SUPPORT: no-cost grocery program 7,500
    Diakonia
    2630 Rossmere St
    Colorado Springs,CO80919     		NONE PC PROGRAM SUPPORT: community preschool program 10,000
    Fostering Hope Foundation
    111 S Tejon St Ste 112
    Colorado Springs,CO80903     		NONE PC PROGRAM SUPPORT: support foster families in the Pikes Peak Regio. Grants to this organization would be dependent upon the appointment of a board member outside the current "family unitthe preparation of audited financial statements) 6,000
    Total .................................bullet 3a 372,000
    bApproved for future payment
    Kidpower of Colorado
    10 Boulder Crescent ste 100
    COLORADO SPRINGS,CO80903     		NONE PC PROGRAM SUPPORT: Safety Skills Workshops 7,500
    Pikes Peak Community College Fndtn
    5765 S Academy Blvd
    Colorado Springs,CO80906     		NONE PC PROGRAM SUPPORT: Teen College Program 7,500
    Pueblo Cooperative Care Center
    326 W 8th St
    Pueblo,CO81003     		NONE PC PROGRAM SUPPORT: Food Sack Program 15,000
    Atlas Preparatory School
    1602 S Murray blvd
    Colorado Springs,CO80916     		NONE PC PROGRAM SUPPORT: College Pathway Program 35,000
    Total .................................bullet 3b 65,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aHOME OPERATING REVENUES         980,783
    bCONSORTIUM REIMBURSEMENTS - UTILITIES         105,863
    cCONSORTIUM REIMBURSEMENTS - OTHER         122,805
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 43,994  
    4 Dividends and interest from securities....     14 2,611,778  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 4,087,402  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 5,033,286  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSTOCK LITIGATION SETTLEMENT     		    18 820  
    bMISCELLANEOUS     01 3,347  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   11,780,627 1,209,451
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,990,078
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A PROVIDES HOUSING FOR THE ELDERLY
    1B REIMBURSEMENT FROM OTHER NONPROFITS FOR UTILITIES
    1C REIMBURSEMENT FROM ELDERLY FOR A PORTION OF HOUSING
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 19,660 9,830 9,830 9,830

    TY 2018 CashDistributionExplnStmt
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BOND MUTUAL FUNDS 6,767,553 6,767,553

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 23,691,035 23,691,035
    EQUITY MUTUAL FUNDS 36,766,852 36,766,852

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OIL & GAS ROYALTIES   35,660 2,923,608
    ALTERNATIVE INVESTMENTS   77,059,392 77,059,392

    TY 2018 LegalFeesSchedule
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 638     638


    TY 2018 OtherAssetsSchedule
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST & DIVIDEND RECEIVABLE 22,002 24,931 24,931
    ACCRUED ROYALTIES RECEIVABLE 319,389 1,166,407 1,166,407
    CASA PROMISORY NOTE 400,000 0 0


    TY 2018 OtherDecreasesSchedule
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Description Amount
    DONATED USE OF FACILITIES EXPENSE 168,820
    UNREALIZED LOSS 18,705,108


    TY 2018 OtherExpensesSchedule
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WORKERS COMP 59,076     78,401
    EMPLOYEE RELATIONS 6,162     8,178
    INSURANCE 148,026   37,846 158,602
    DUES & SUBSCRIPTIONS 9,250     12,276
    OFFICE EXPENSE 53,869     71,490
    TELEPHONE 12,305     16,330
    HOUSEKEEPING 91,327     121,201
    MARKETING 14,500     19,243
    UTILITIES 309,106   105,863 304,356
    REPAIRS & MAINTENANCE 210,134   88,306 190,566
    RECREATION 19,419     25,771
    EDEN ALTERNATIVE 3,752     4,979
    DIETARY 160,245     212,664
    CONTRACT SERVICES 149,947     198,997
    CONTRIBUTIONS 1,236     1,640
    MISCELLANEOUS 6,514     8,645
    CHARITABLE DIST. UNDER PLR 55,000     72,991
    GAS & FUEL TAX 809     1,074


    TY 2018 OtherIncomeSchedule2
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY FEES 4,087,402 4,087,402 4,087,402
    STOCK LITIGATION SETTLEMENT 820 820 820
    HOME OPERATING REVENUES 980,783   980,783
    UTILITY REIMBURSEMENT 105,863   105,863
    OTHER REIMBURSEMENT 122,805   122,805
    Miscellaneous 3,347   3,347


    TY 2018 OtherIncreasesSchedule
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Description Amount
    DONATED USE OF FACILITIES INCOME 458,769


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Description Beginning of Year - Book Value End of Year - Book Value
    PROMISES TO GIVE - CONSORTIUM 945,658 655,709


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE MYRON STRATTON HOME
    EIN:
    84-0404260
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 280,280 280,280 280,280 0
    CONSULTING FEES 44,648     44,648