Civic Intelligence

Jd Roberston Foundation C/O Fairport Asset Mgmt

990PF • Fiscal year 2017 • EIN 23-7006584

Jan 01, 2017 to Dec 31, 2017 • Filed on May 25, 2018

Organization Profile
1350 Euclid Avenue Suite 400Cleveland, OH 44115

(216) 431-3000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

86th percentile

46%

Faster asset growth than 86% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

100%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$400,258

Up $125,833 (+46%) from 2016

Net Assets

Up

$400,258

Up $125,833 (+46%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$217,996

Up $109,148 (+100%) from 2016

Expenses

Up

$51,015

Up $18,328 (+56%) from 2016

Net Income

Up

$166,981

Up $90,820 (+119%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$600K$400K$200K$0Assets 2011: $264,877Liabilities 2011: $0Net Assets 2011: $264,8772011Assets 2012: $269,963Liabilities 2012: $0Net Assets 2012: $269,9632012Assets 2013: $293,646Liabilities 2013: $0Net Assets 2013: $293,6462013Assets 2014: $277,985Liabilities 2014: $0Net Assets 2014: $277,9852014Assets 2015: $261,722Liabilities 2015: $0Net Assets 2015: $261,7222015Assets 2016: $274,425Liabilities 2016: $0Net Assets 2016: $274,4252016Assets 2017: $400,258Liabilities 2017: $0Net Assets 2017: $400,2582017Assets 2018: $361,443Liabilities 2018: $0Net Assets 2018: $361,4432018Assets 2019: $478,304Liabilities 2019: $0Net Assets 2019: $478,3042019Assets 2020: $458,413Liabilities 2020: $0Net Assets 2020: $458,4132020Assets 2021: $494,835Liabilities 2021: $0Net Assets 2021: $494,8352021Assets 2022: $6,884Liabilities 2022: $0Net Assets 2022: $6,8842022

Highlighted filing

2017

Assets$400,258
Liabilities$0
Net Assets$400,258
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KExpenses 2011: $100,8022011Expenses 2012: $100,7472012Revenue 2013: $39,967Expenses 2013: $16,299Net Income 2013: $23,6682013Revenue 2014: $20,646Expenses 2014: $36,251Net Income 2014: -$15,6052014Revenue 2015: $30,919Expenses 2015: $47,301Net Income 2015: -$16,3822015Revenue 2016: $108,848Expenses 2016: $32,687Net Income 2016: $76,1612016Revenue 2017: $217,996Expenses 2017: $51,015Net Income 2017: $166,9812017Revenue 2018: $8,305Expenses 2018: $47,073Net Income 2018: -$38,7682018Revenue 2019: $237,215Expenses 2019: $44,312Net Income 2019: $192,9032019Revenue 2020: $37,430Expenses 2020: $57,361Net Income 2020: -$19,9312020Revenue 2021: $97,886Expenses 2021: $61,445Net Income 2021: $36,4412021Revenue 2022: $9,485Expenses 2022: $497,162Net Income 2022: -$487,6772022

Highlighted filing

2017

Revenue$217,996
Expenses$51,015
Net Income$166,981
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 25, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R ROBERTSONChairman, PresidentPT$0--
JAMES C ROBERTSONTreasurer-$0--
SARAH P ROBERTSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jd Roberston Foundation
EIN
23-7006584
Phone
2164313000
Address
1350 EUCLID AVENUE SUITE 400, CLEVELAND, OH 44115

Signing Officer

Name
William R Robertson
Title
Chairman
Phone
2164313000
Signed
2018-05-25
Discuss with paid preparer
Yes

Preparer

Firm
Fairport Asset Mgmt
Address
1350 EUCLID AVENUE SUITE 400, CLEVELAND, OH 44115
Preparer
Thomas a Seifert
Phone
2164313000
Raw XML AppendixShowing 400 of 799 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3320.56 SHS HC CAPITAL TRUST INTERNATIONAL EQUITY
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc512.00 SHS ISHARES 1-3 YEAR CREDIT BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc655.00 SHS SPDR BARCLAYS SHORT TERM CORP BD ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc715.00 SHS VANGUARD SHORT TERM CORP BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8458.26 SHS HC CAPITAL TRUST EMERGING MKTS PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91.91 SHS HC CAPITAL TRUST US MORT/AB FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101.61 SHS HC CAPITAL TRUST US GOVT FIXED INC SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111,302.33 SHS HC CAPITAL TRUST INTERNATIONAL EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12190.83 SHS HC CAPITAL TRUST INTERNATIONAL EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13227.06 SHS HC CAPITAL TRUST FIXED INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14154.50 SHS HC CAPITAL TRUST US MORT/AB FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15180.22 SHS HC CAPITAL TRUST US CORP FIXED INC SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16231.86 SHS HC CAPITAL TRUST US GOVT FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17150.83 SHS HC CAPITAL TRUST US GOVT FIXED INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18282.97 SHS HC CAPITAL TRUST INTERNATIONAL EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc191,000.00 SHS AMERICAN TOWER CORP CL A REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc202,000.00 SHS MATERION CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0110754
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0166981
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt041734
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0586
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0441992
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0274425
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0400258
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017832
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017832
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017832
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020186
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02354
IRS990PF/DistributableAmountGrp/TotalTaxAmt02354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02354
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01693
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0661
IRS990PF/FMVAssetsEOYAmt0486033
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt015356
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0101516
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0101516
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt015989
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt033081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt033558
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0220679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0226758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0312491
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt07742
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt08386
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt08099
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0274425
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0400258
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05534
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017048
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt017048
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0274425
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0400258
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0486033
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0274425
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0400258
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0274425
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0400258
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt09125
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt013469
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt013321
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0409861
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt041811
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0368050
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06148
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt020186
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0403713
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0409861
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM R ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES C ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SARAH P ROBERTSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt013705 SHAKER BOULEVARD APT 5A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17764 MULBERRY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt213705 SHAKER BOULEVARD APT 5A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244120
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt051906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt053083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt029630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt044950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt032795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt012776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt097365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.128571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.103537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.136973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.089284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.037249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.275814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0403713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0286178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0328166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0367311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0342989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0353009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt046570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.642857
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt046570
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt046570
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt046570
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FAIRPORT ASSET MGMT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0C/O 1350 EUCLID AVENUE SUITE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044115
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02164313000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER DETAILING THE ORGANIZATION'S NAME & ADDRESS AND PURPOSE OF REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM R ROBERTSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02164313000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O 1350 EUCLID AVENUE SUITE 400

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,258
Liabilities
$0
Net assets
$400,258
Revenue
$217,996
Expenses
$51,015
Net income
$166,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.09$4.97$4.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$0.00$4.95$0.98$0.61$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.37$0.57$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$2.37$0.44$1.93
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.08$0.47$0.39
2017Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$2.18$0.51$1.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$1.09$0.33$0.76
2015Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.31$0.47$0.16
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.21$0.36$0.16
2013Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.40$0.16$0.24
2012Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$1.01
2011Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$1.01