Civic Intelligence

Joan C Edwards Charitable Foundation

EIN 20-8374445 • Defiance, OH

View Organization Page

401 Clinton StreetDefiance, OH 43512
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

53rd percentile

7.1%

Higher net margin than 53% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$130,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 18.3% of source-year revenue.

$25M-$50M nonprofits • Source year 2022

Asset Growth

33rd percentile

0.6%

Faster asset growth than 33% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$29,060,061

Up $170,069 (+0.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$29,060,061

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue15th percentileNet Margin53rd percentile

Revenue

Up

$2,860,722

Up $2,977,361 (+2553%) from 2023

Expenses

Up

$2,657,496

Up $325,866 (+14%) from 2023

Net Income

Up

$203,226

Up $2,651,495 (+108%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $29,155,326Liabilities 2011: $02011Assets 2012: $31,613,986Liabilities 2012: $02012Assets 2013: $29,575,222Liabilities 2013: $02013Assets 2014: $29,765,291Liabilities 2014: $02014Assets 2015: $25,465,794Liabilities 2015: $02015Assets 2018: $35,516,500Liabilities 2018: $0Net Assets 2018: $35,516,5002018Assets 2019: $32,174,291Liabilities 2019: $0Net Assets 2019: $32,174,2912019Assets 2020: $29,391,529Liabilities 2020: $12020Assets 2021: $32,941,919Liabilities 2021: $0Net Assets 2021: $32,941,9192021Assets 2022: $31,353,099Liabilities 2022: $0Net Assets 2022: $31,353,0992022Assets 2023: $28,889,992Liabilities 2023: $12023Assets 2024: $29,060,061Liabilities 2024: $0Net Assets 2024: $29,060,0612024

Highlighted filing

2024

Assets$29,060,061
Liabilities$0
Net Assets$29,060,061
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $2,172,480Expenses 2011: $2,044,737Net Income 2011: $127,7432011Revenue 2012: $4,025,077Expenses 2012: $1,967,757Net Income 2012: $2,057,3202012Revenue 2013: $1,966,765Expenses 2013: $2,275,602Net Income 2013: -$308,8372013Revenue 2014: $4,933,519Expenses 2014: $2,341,938Net Income 2014: $2,591,5812014Revenue 2015: $1,894,225Expenses 2015: $2,396,098Net Income 2015: -$501,8732015Revenue 2018: $2,208,681Expenses 2018: $2,470,141Net Income 2018: -$261,4602018Revenue 2019: $1,617,606Expenses 2019: $2,527,591Net Income 2019: -$909,9852019Revenue 2020: $1,322,140Expenses 2020: $2,189,797Net Income 2020: -$867,6572020Revenue 2021: $3,610,753Expenses 2021: $2,112,750Net Income 2021: $1,498,0032021Revenue 2022: $710,963Expenses 2022: $2,288,636Net Income 2022: -$1,577,6732022Revenue 2023: -$116,639Expenses 2023: $2,331,630Net Income 2023: -$2,448,2692023Revenue 2024: $2,860,722Expenses 2024: $2,657,496Net Income 2024: $203,2262024

Highlighted filing

2024

Revenue$2,860,722
Expenses$2,657,496
Net Income$203,226
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$29,060,061
Liabilities
$0
Net assets
$29,060,061
Revenue
$2,860,722
Expenses
$2,657,496
Net income
$203,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.00$29.1$2.86$2.66$0.20
2023Summary only. Only limited summary data is available for this year.$28.9$0.00$0.12$2.33$2.45
2022Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$0.71$2.29$1.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.9$0.00$32.9$3.61$2.11$1.50
2020Summary only. Only limited summary data is available for this year.$29.4$0.00$1.32$2.19$0.87
2019Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$1.62$2.53$0.91
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$0.00$35.5$2.21$2.47$0.26
2015Summary only. Only limited summary data is available for this year.$25.5$0.00$1.89$2.40$0.50
2014Summary only. Only limited summary data is available for this year.$29.8$0.00$4.93$2.34$2.59
2013Summary only. Only limited summary data is available for this year.$29.6$0.00$1.97$2.28$0.31
2012Summary only. Only limited summary data is available for this year.$31.6$0.00$4.03$1.97$2.06
2011Summary only. Only limited summary data is available for this year.$29.2$0.00$2.17$2.04$0.13
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN MCDONALDExecutive DiFT$125,000$5,000$130,000
STATE BANK TRUST COTrusteePT$70,058-$70,058
THOMAS M MCDONALDDistribution-$0--
MARSHALL T REYNOLDSDistribution-$0--
DR CHARLES H MCKOWN JRDistribution-$0--
Filing and Contact Details

Filer

Filer Name
Joan C Edwards Charitable
EIN
20-8374445
Phone
4197838950
Address
401 CLINTON STREET, DEFIANCE, OH 43512

Signing Officer

Name
State Bank Trust Co
Title
Trustee
Phone
4197838950
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Trustax LLC
Address
571 LONGBOW DR SUITE A, MAUMEE, OH 43537
Preparer
Grant M Keune
Phone
4198685555
Raw XML Appendix350 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/Amt09025
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02707
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06318
AmortizationSchedule/AmortizationScheduleDetail/AmortizedExpensesDesc0BOND PREMIUM
AmortizationSchedule/AmortizationScheduleDetail/CurrentYearAmortizationAmt013356
AmortizationSchedule/AmortizationScheduleDetail/NetInvestmentIncomeAmt013356
AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt013356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt020700176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019467396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09964677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt019455097
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0546477
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0186817
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ADVISORY FEE REBATES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1PARTNERSHIP INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2PARTNERSHIP UBTI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt04591
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt18262
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-35184
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0746147
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-35184
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0710963
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02707
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06318
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09025
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0186817
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0122529
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt072529
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0195058
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01581975
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01581975
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0546477
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0546477
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1577673
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt030110399
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0186817
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0222714
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03417
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014735
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt018152
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04591
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-22331
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0296
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0415920
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0416216
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt010194
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt04369
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt014563
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt053647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01721118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0515171
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02288636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0737885
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0710963
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0139143
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0515171
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0706661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt023466128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14796175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21661279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-404571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1621134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-49642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-404571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1621134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-49642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt023061557
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15417309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21611637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0186817
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1577673
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt011147
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031364246
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt032941919
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt031353099
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01749281
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01749281
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01749281
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01752377
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03096
IRS990PF/DistributableAmountGrp/TotalTaxAmt03096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt040004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt043100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt040004
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03096
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt043100
IRS990PF/FMVAssetsEOYAmt039610739
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt031443916
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt031353099
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt021907276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020700176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019467396
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09966969
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt09964677
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt019455097
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01498003
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01067674
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0688246
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0688246
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt032941919
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt031353099
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt039610739
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt032941919
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt031353099
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt032941919
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt031353099
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt035581267
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01149484
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021276856
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0533719
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt013154927
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01752377
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt035047548
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt035581267
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MCDONALD GROUP WEALTH MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0411202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01301 E 9TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0SUITE 3700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd044114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt470058
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt35000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THOMAS M MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARSHALL T REYNOLDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DR CHARLES H MCKOWN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BRIAN MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STATE BANK TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DISTRIBUTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DISTRIBUTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DISTRIBUTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt059 WEST ST CLAIR AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11130 THIRTEENTH AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21600 MEDICAL CENTER DR RM 3048
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31301 E 9TH STREET STE 3700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4401 CLINTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HUNTINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HUNTINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4DEFIANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044113
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd125701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd225701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd344114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd443512
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01721118
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01721118
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0STATE BANK TRUST CO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0401 CLINTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEFIANCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043512
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04197838950
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0157875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11420875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDWARDS SCHOLARS ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOOL OF MEDICINE ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARSHALL UNIVERSITY SCHOOL OF MED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010900 EUCLID AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11600 MEDICAL CENTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HUNTINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd125701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01578750
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/AppliedToCurrentYearAmt0142368
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01578750
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01749281
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01721118
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01606913
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01578750
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011147
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARITABLE REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER ADMINISTRATION EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13217
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01379
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14596
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ADVISORY FEE REBATES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2PARTNERSHIP UBTI
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04591
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04591
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18262
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-35184
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0415133
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1660
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2423
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODIAN EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2LEGAL
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0296
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0415133
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1660
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2127
TaxesSchedule/TaxesDetail/Amt052347
TaxesSchedule/TaxesDetail/Amt11300
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX DEPOSITS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01300
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE BANK TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04197838950
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN C EDWARDS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0208374445
ReturnHeader/Filer/PhoneNum04197838950
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 CLINTON STREET
ReturnHeader/Filer/USAddress/CityNm0DEFIANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043512
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341959490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0571 LONGBOW DR SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198685555
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT M KEUNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T11:14:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MASON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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