Civic Intelligence

Stanard Family Foundation C/O Tax & Wealth Management Inc

990PF • Fiscal year 2013 • EIN 13-4316669

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 25, 2014

Organization Profile
600 Superior Avenue EastSuite 243044114

(216) 583-0083

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

1st percentile

-1650%

Higher net margin than 1% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

16th percentile

-4.9%

Faster asset growth than 16% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$5,550,840

Down $288,022 (-4.9%) from 2012

Net Assets

Down

$5,550,840

Down $288,022 (-4.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin1st percentile

Revenue

$14,237

No earlier filing loaded for comparison.

Expenses

Down

$249,161

Down $59,745 (-19%) from 2012

Net Income

-$234,924

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,946,363Liabilities 2010: $19,825Net Assets 2010: $6,926,5382010Assets 2011: $6,140,176Liabilities 2011: $0Net Assets 2011: $6,140,1762011Assets 2012: $5,838,862Liabilities 2012: $0Net Assets 2012: $5,838,8622012Assets 2013: $5,550,840Liabilities 2013: $0Net Assets 2013: $5,550,8402013Assets 2014: $4,168,500Liabilities 2014: $0Net Assets 2014: $4,168,5002014Assets 2015: $3,305,516Liabilities 2015: $0Net Assets 2015: $3,305,5162015Assets 2016: $4,740,443Liabilities 2016: $0Net Assets 2016: $4,740,4432016Assets 2017: $7,083,722Liabilities 2017: $0Net Assets 2017: $7,083,7222017Assets 2018: $6,451,311Liabilities 2018: $0Net Assets 2018: $6,451,3112018Assets 2019: $7,728,508Liabilities 2019: $0Net Assets 2019: $7,728,5082019Assets 2020: $7,695,674Liabilities 2020: $0Net Assets 2020: $7,695,6742020Assets 2021: $5,317,351Liabilities 2021: $0Net Assets 2021: $5,317,3512021Assets 2022: $4,182,493Liabilities 2022: $0Net Assets 2022: $4,182,4932022Assets 2023: $3,584,180Liabilities 2023: $350,000Net Assets 2023: $3,234,1802023Assets 2024: $6,453,717Liabilities 2024: $0Net Assets 2024: $6,453,7172024

Highlighted filing

2013

Assets$5,550,840
Liabilities$0
Net Assets$5,550,840
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 2010: $253,2302010Expenses 2011: $1,264,5662011Expenses 2012: $308,9062012Revenue 2013: $14,237Expenses 2013: $249,161Net Income 2013: -$234,9242013Revenue 2014: $121,319Expenses 2014: $1,463,351Net Income 2014: -$1,342,0322014Revenue 2015: $20,522Expenses 2015: $907,122Net Income 2015: -$886,6002015Revenue 2016: $2,525,145Expenses 2016: $1,090,265Net Income 2016: $1,434,8802016Revenue 2017: $3,327,595Expenses 2017: $984,316Net Income 2017: $2,343,2792017Revenue 2018: $58,309Expenses 2018: $690,720Net Income 2018: -$632,4112018Revenue 2019: $2,240,321Expenses 2019: $635,308Net Income 2019: $1,605,0132019Revenue 2020: $1,358,307Expenses 2020: $764,323Net Income 2020: $593,9842020Revenue 2021: $136,945Expenses 2021: $2,473,706Net Income 2021: -$2,336,7612021Revenue 2022: $46,050Expenses 2022: $1,180,908Net Income 2022: -$1,134,8582022Revenue 2023: $173,263Expenses 2023: $1,121,576Net Income 2023: -$948,3132023Revenue 2024: $3,583,943Expenses 2024: $364,406Net Income 2024: $3,219,5372024

Highlighted filing

2013

Revenue$14,237
Expenses$249,161
Net Income-$234,924
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 25, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES N STANARDDirector/President/Treasurer-$0--
JANET G STANARDDirector/Secretary-$0--
SARAH C STANARDDirector-$0--
DAVID J STANARDDirector-$0--
Filing and Contact Details

Filer

EIN
13-4316669
In Care Of
% BRIAN K GOTHOT
Phone
2165830083

Signing Officer

Name
James N Stanard
Title
President
Phone
2165830083
Signed
2014-07-25
Discuss with paid preparer
Yes

Preparer

Preparer
Brian K Gothot
Phone
2165830083
Raw XML AppendixShowing 400 of 409 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/AccountingFeesDetail/Amt05875
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02937
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02938
CompensationExplanation/CompensationExplanationGrp/PersonNm0JAMES N STANARD
CompensationExplanation/CompensationExplanationGrp/PersonNm1JANET G STANARD
CompensationExplanation/CompensationExplanationGrp/PersonNm2SARAH C STANARD
CompensationExplanation/CompensationExplanationGrp/PersonNm3DAVID J STANARD
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0JAMES N. STANARD AND JANET G. STANARD, ARE HUSBAND AND WIFE AND ARE THE PARENTS OF SARAH C. STANARD AND DAVID J. STANARD.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1JAMES N. STANARD AND JANET G. STANARD, ARE HUSBAND AND WIFE AND ARE THE PARENTS OF SARAH C. STANARD AND DAVID J. STANARD.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt2JAMES N. STANARD AND JANET G. STANARD, ARE HUSBAND AND WIFE AND ARE THE PARENTS OF SARAH C. STANARD AND DAVID J. STANARD.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt3JAMES N. STANARD AND JANET G. STANARD, ARE HUSBAND AND WIFE AND ARE THE PARENTS OF SARAH C. STANARD AND DAVID J. STANARD.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0ELECTION TO AMORTIZE BOND PREMIUM IRC SECTION 171(C)
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0ELECTION TO AMORTIZE BOND PREMIUM
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE STANARD FAMILY FOUNDATION HEREBY ELECTS UNDER SECTION 171(C) OF THE INTERNAL REVENUE CODE TO AMORTIZE BOND PREMIUM PURSUANT TO TREASURY REGULATION 1.171-4(A).
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME SECURITIES
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt04454366
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt087085
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IRS990PF/AmendedReturnInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0184000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0184000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt050461
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt050461
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-234924
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03362742
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-36224
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt052698
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt052698
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06588
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0186937
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt062224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0249161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt050461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt014237
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02937
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt062224
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt065161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12012-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32012-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0406169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1388992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2386205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3917600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0406169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1388992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2386205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3917600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0305,000.000 BUNDESREPUBLIK 1.75% 06/14/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1400,000.000 CANADA GOVT 1.75% 03/01/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2355,000.000 SWITZERLAND GOVT 4.00% 02/11/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3611,000.000 UNITED KINGDOM OF 4.5% 03/07/13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,300,000.000 FNMA STEP UP CALL NTS 1.0% 05/17/17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-36224
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-234924
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt056411
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03313
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05607251
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05838862
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05550840
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0281985
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0281985
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0281985
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0281985
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06512
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06512
IRS990PF/FMVAssetsEOYAmt05613260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04407762
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04418646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04454366
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01314845
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01045109
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05838862
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05550840
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05838862
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05613260
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05838862
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05550840
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05838862
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05550840
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0116255
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05725579
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01009843
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03595507
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt085884
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01120229
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0281985
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05639695
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05725579
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES N STANARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JANET G STANARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SARAH C STANARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID J STANARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR/PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11600 Superior Avenue East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12600 Superior Avenue East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13600 Superior Avenue East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Cleveland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Cleveland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Cleveland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3Cleveland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode044114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode144114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode244114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode344114
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01243310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0242750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01034163
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01113034
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.10069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.033333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.154499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.035831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.145441
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.134345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05639695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05876615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08047392
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06774834
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07110530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08284880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0186937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.503449
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0186937
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0186937
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0186937
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10TAX WEALTH MGT INC 600 SUPERIOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode044114
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10BRIAN K GOTHOT
IRS990PF/StatementsRegardingActyGrp/PhoneNum02165830083
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES N STANARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt313000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Contribution to tax exempt organization's research at the Bermuda Institute of Ocean Sciences through the Furman Advantage Program.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Contribution to tax exempt organization's general fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Contribution to tax exempt organization's general fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Contribution to tax exempt organization's general fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Contribution to tax exempt organization's general fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Contribution to tax exempt organization's general fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Furman University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11The Carter Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12Focus on the Family
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13World Vision
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14Silver Bay YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine15Community Bible Study
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine103300 Poinsett Highway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11453 Freedom Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine128605 Explorer Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1334834 Weyerhaeuser Way South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1487 Silver Bay Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine15790 Stout Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Greenville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Federal Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4Silver Bay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City5Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode029613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode130307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode280920
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode398001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode412874
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode580921
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0184000
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/AppliedToCurrentYearAmt0186937
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0281985
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt095048
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0852192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0679236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0113962
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt095048
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018914
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01531428
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0852192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0679236
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0186937
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01550342
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01645390
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01277114
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt137731
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0IB INVESTCO LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCRUED INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01011436
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt133673
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01038136
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt133673
OtherDecreasesSchedule/OtherDecreasesDetail/Amount05522
OtherDecreasesSchedule/OtherDecreasesDetail/Amount150889
OtherDecreasesSchedule/OtherDecreasesDetail/Description0DECREASE IN ACCRUED INTEREST RECEIVABLE
OtherDecreasesSchedule/OtherDecreasesDetail/Description1BOND PREMIUM AMORTIZATION ON BONDS SOLD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FOREIGN CURRENCY EXCHANGE LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER LOSS FROM SCHEDULE K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DEDUCTIONS FROM SCHEDULE K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt116053
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt235056
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt31564
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt116053
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235056
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31564
OtherIncreasesSchedule/OtherIncreasesDetail/Amount03313
OtherIncreasesSchedule/OtherIncreasesDetail/Description0BOND PREMIUM AMORTIZATION ON BONDS HELD
TaxesSchedule/TaxesDetail/Amt05407
TaxesSchedule/TaxesDetail/Amt11181
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX FROM SCHEDULE K-1
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05407
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11181
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES N STANARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02165830083
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10Stanard Family Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine20c/o Tax & Wealth Management Inc
ReturnHeader/Filer/BusinessNameControlTxt0STAN
ReturnHeader/Filer/EIN0134316669
ReturnHeader/Filer/InCareOfNm0% BRIAN K GOTHOT
ReturnHeader/Filer/PhoneNum02165830083
ReturnHeader/Filer/USAddress/AddressLine10600 Superior Avenue East
ReturnHeader/Filer/USAddress/AddressLine20Suite 2430
ReturnHeader/Filer/USAddress/City0Cleveland
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10TAX & WEALTH MANAGEMENT INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10600 SUPERIOR AVENUE EAST 2430
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CLEVELAND

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,550,840
Liabilities
$0
Net assets
$5,550,840
Revenue
$14,237
Expenses
$249,161
Net income
-$234,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$3.58$0.36$3.22
2023Detailed filing. Detailed filing data is available for this year.$3.58$0.35$3.23$0.17$1.12$0.95
2022Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.05$1.18$1.13
2021Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.14$2.47$2.34
2020Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$1.36$0.76$0.59
2019Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$2.24$0.64$1.61
2018Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.06$0.69$0.63
2017Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$3.33$0.98$2.34
2016Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$2.53$1.09$1.43
2015Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.02$0.91$0.89
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.12$1.46$1.34
2013Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.01$0.25$0.23
2012Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.31
2011Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$1.26
2010Detailed filing. Detailed filing data is available for this year.$6.95$0.02$6.93$0.25