Civic Intelligence

Stanard Family Foundation C/O Tax & Wealth Management Inc

990PF • Fiscal year 2016 • EIN 13-4316669

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 27, 2017

Organization Profile
600 Superior Avenue East Suite 2430Cleveland, OH 44114

(216) 583-0083

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

92nd percentile

43%

Faster asset growth than 92% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

100th percentile

12205%

Faster revenue growth than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,740,443

Up $1,434,927 (+43%) from 2015

Net Assets

Up

$4,740,443

Up $1,434,927 (+43%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin92nd percentile

Revenue

Up

$2,525,145

Up $2,504,623 (+12205%) from 2015

Expenses

Up

$1,090,265

Up $183,143 (+20%) from 2015

Net Income

Up

$1,434,880

Up $2,321,480 (+262%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2016

Assets$4,740,443
Liabilities$0
Net Assets$4,740,443
Open 2016 Filing

Operations Trend

Revenue Growth100th percentile

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

2016

Revenue$2,525,145
Expenses$1,090,265
Net Income$1,434,880
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 27, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd 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

Filer Name
Stanard Family Foundation
EIN
13-4316669
In Care Of
% BRIAN K GOTHOT
Phone
2165830083
Address
600 Superior Avenue East Suite 2430, Cleveland, OH 44114

Signing Officer

Name
James N Stanard
Title
President
Phone
2165830083
Signed
2017-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Tax & Wealth Management Inc
Address
600 SUPERIOR AVE EAST 2430, CLEVELAND, OH 44114
Preparer
Brian K Gothot
Phone
2165830083
Raw XML AppendixShowing 400 of 431 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/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03675
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03675
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.
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02214544
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02195768
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt02518263
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02525145
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04219
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-07-18
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5148636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6153171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt750306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-43
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-2511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-890
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-306
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-890
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5147746
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6152254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt750000
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/PropertyDesc0762.049 FEDERATED MUNICIPAL ULTRASHORT FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11,002.530 FEDERATED MUNICIPAL ULTRASHORT FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc230,030.556 FEDERATED MUNICIPAL ULTRASHORT FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3658.025 FEDERATED MUNICIPAL ULTRASHORT FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc442,543.068 PIONEER MULTI-ASSET ULTRASHORT INCOME FUND CLASS C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc514,789.678 PIONEER MULTI-ASSET ULTRASHORT INCOME FUND CLASS C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc615,240.878 PIONEER MULTI-ASSET ULTRASHORT INCOME FUND CLASS C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc75,005.531 PIONEER MULTI-ASSET ULTRASHORT INCOME FUND CLASS C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02106-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-12-15
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0160766
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IRS990PF/FMVAssetsEOYAmt04721667
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03294003
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02195768
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04337
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt07636
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt049040
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SARAH C STANARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DAVID J STANARD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1600 Superior Avenue East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2600 Superior Avenue East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3600 Superior Avenue East
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cleveland
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05013311
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0TAX WEALTH MGT INC 600 SUPERIOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044114
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRIAN K GOTHOT
IRS990PF/StatementsRegardingActyGrp/PhoneNum02165830083
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES N STANARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt412000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Contribution to tax exempt organization's general fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Contribution to tax exempt organization's annual fund.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Contribution to tax exempt organization's Global Impact Fund and annual 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/BusinessNameLine1Txt0The Carter Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Bermuda Institute of Ocean Sciences
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Habitat for Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Compassion International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Samaritan's Purse International Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5World Vision
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt017 Biological Station
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0St Georges
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0BD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd0GE 01
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/AddressLine1Txt0One Copenhill
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1121 Habitat Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212290 Voyager Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3International Headquarters
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt434834 Weyerhaeuser Way South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0453 Freedom Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1PO Box 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Americus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Boone
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Federal Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1317093498
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2809213668
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd498001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01082000
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/AppliedToCurrentYearAmt0160766
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0160766
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0706553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01145736
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0852192
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0852192
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02777198
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0924909
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0706553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01145736
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01085675
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0924909
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03629390
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02704481
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01476
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12861
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0IB INVESTCO LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INTEREST/DIVIDENDS IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01254
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt16382
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01254
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt16382
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATUTORY REPRESENTATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DELAWARE ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PORTFOLIO DEDUCTIONS FROM K-1
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0296
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0296
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2223
OtherIncreasesSchedule/OtherIncreasesDetail/Amt047
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0WASH SALE LOSS DISALLOWED
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES N STANARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,740,443
Liabilities
$0
Net assets
$4,740,443
Revenue
$2,525,145
Expenses
$1,090,265
Net income
$1,434,880
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