Civic Intelligence

Joan C Edwards Charitable Foundation

990PF • Fiscal year 2022 • EIN 20-8374445

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profile

View Organization Page

401 Clinton StreetDefiance, OH 43512

(419) 783-8950

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

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

Liabilities / Revenue

14th percentile

0.00x

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

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

Net Margin

4th percentile

-222%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

32nd percentile

$130,000

Higher top officer pay than 32% of similar nonprofits.

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

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

Asset Growth

33rd percentile

-4.8%

Faster asset growth than 33% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-80%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$31,353,099

Down $1,588,820 (-4.8%) from 2021

Net Assets

Down

$31,353,099

Down $1,588,820 (-4.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin4th percentile

Revenue

Down

$710,963

Down $2,899,790 (-80%) from 2021

Expenses

Up

$2,288,636

Up $175,886 (+8.3%) from 2021

Net Income

Down

-$1,577,673

Down $3,075,676 (-205%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2022

Assets$31,353,099
Liabilities$0
Net Assets$31,353,099
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$710,963
Expenses$2,288,636
Net Income-$1,577,673
Open 2022 Filing
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 Pay32nd 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
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06318
AmortizationSchedule/AmortizationScheduleDetail/AmortizedExpensesDesc0BOND PREMIUM
AmortizationSchedule/AmortizationScheduleDetail/CurrentYearAmortizationAmt013356
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AmortizationSchedule/AmortizationScheduleDetail/TotalAmortizationAmt013356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt020700176
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1577673
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt030110399
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0186817
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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
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02288636
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0737885
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0710963
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0139143
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0515171
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0706661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1621134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-49642
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0186817
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1577673
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt011147
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt031364246
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt032941919
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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
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt021907276
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01067674
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt032941919
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IRS990PF/MethodOfAccountingCashInd0X
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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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11130 THIRTEENTH AVE
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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
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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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$31,353,099
Liabilities
$0
Net assets
$31,353,099
Revenue
$710,963
Expenses
$2,288,636
Net income
-$1,577,673
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • $25M-$50M nonprofits