Civic Intelligence

The Mershad Family Foundation

990PF • Fiscal year 2017 • EIN 26-0221536

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 31, 2018

Organization Profile
c/o RJ Donovan 6797 N High St Ste 2Columbus, OH 43085-2533

(614) 396-6282

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

92nd percentile

52%

Higher net margin than 92% 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

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

$161,656

No earlier filing loaded for comparison.

Net Assets

$161,656

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin92nd percentile

Revenue

$6,462

No earlier filing loaded for comparison.

Expenses

$3,111

No earlier filing loaded for comparison.

Net Income

$3,351

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2017: $161,656Liabilities 2017: $0Net Assets 2017: $161,6562017Assets 2018: $140,221Liabilities 2018: $0Net Assets 2018: $140,2212018Assets 2019: $177,410Liabilities 2019: $0Net Assets 2019: $164,7672019Assets 2020: $158,151Liabilities 2020: $0Net Assets 2020: $158,1512020Assets 2021: $191,603Liabilities 2021: $0Net Assets 2021: $191,6032021Assets 2022: $184,952Liabilities 2022: $0Net Assets 2022: $184,9522022Assets 2023: $180,039Liabilities 2023: $0Net Assets 2023: $180,0392023Assets 2024: $225,100Liabilities 2024: $0Net Assets 2024: $225,1002024

Highlighted filing

2017

Assets$161,656
Liabilities$0
Net Assets$161,656
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2017: $6,462Expenses 2017: $3,111Net Income 2017: $3,3512017Revenue 2018: $28,967Expenses 2018: $24,002Net Income 2018: $4,9652018Revenue 2019: $28,104Expenses 2019: $22,097Net Income 2019: $6,0072019Revenue 2020: $1,907Expenses 2020: $2,316Net Income 2020: -$4092020Revenue 2021: $6,004Expenses 2021: $3,697Net Income 2021: $2,3072021Revenue 2022: $9,573Expenses 2022: $3,024Net Income 2022: $6,5492022Revenue 2023: $16,073Expenses 2023: $7,173Net Income 2023: $8,9002023Revenue 2024: $334,226Expenses 2024: $324,664Net Income 2024: $9,5622024

Highlighted filing

2017

Revenue$6,462
Expenses$3,111
Net Income$3,351
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 31, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA M MERSHADDirector-$0--
RICHARD M MERSHADDirector-$0--
Filing and Contact Details

Filer

Filer Name
Mershad Family Foundation
EIN
26-0221536
In Care Of
% Richard M Mershad
Phone
6143966282
Address
c/o RJ Donovan 6797 N High St Ste 2, Columbus, OH 43085-2533

Signing Officer

Name
Richard M Mershad
Title
Director
Phone
6143966282
Signed
2018-08-31
Raw XML Appendix277 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio attorney general requires response to its own questionnaire online and does not accept copies of Form 990PF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0145600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0145600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS Financial Services
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0606
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03245
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03217
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03217
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03217
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03351
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt02245
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02245
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02245
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02245
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0606
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt02611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03111
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03217
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06462
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02611
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02611
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02611
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02611
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03351
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013400
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0161657
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0144906
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0161657
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07543
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07543
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07543
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07549
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/DistributableAmountGrp/TotalTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0161656
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08602
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012087
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012087
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0132200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0145600
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0145600
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04104
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03969
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03969
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0144906
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0161656
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0161656
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0144906
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0161656
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0144906
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0161656
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0144906
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0161656
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0153281
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014381
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0138900
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02299
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07549
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0150982
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0153281
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SARA M MERSHAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RICHARD M MERSHAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt022 New Albany Farms Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt122 New Albany Farms Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New Albany
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1New Albany
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd043054
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd143054
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt00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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06650 East Walnut Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New Albany
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043054
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Linda I Williford
IRS990PF/StatementsRegardingActyGrp/PhoneNum06144313327
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Scholarship Associates Inc dba Miss California Organization httpswwwmisscaliforniaorgourteamaboutus
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0500
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Womens scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Scholarship Associates Inc (Miss California)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt034 Andrew Drive Ste 133
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Belvedere Tiburon
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094920
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500
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/AppliedToCurrentYearAmt03111
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07543
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04438
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05343
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt049616
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0825
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04438
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt051346
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05343
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046003
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03111
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt051346
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055784
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0-6
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Richard M Mershad Revocable Trust
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt022 New Albany Farms Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0New Albany
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd043054
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03245
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt02245
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0RJ Donovan Co LPA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02245
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02245
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02245
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013400
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Net unrealized gain
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0216
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1150
TaxesSchedule/TaxesDetail/Amt0216
TaxesSchedule/TaxesDetail/Amt1150
TaxesSchedule/TaxesDetail/CategoryTxt0Huntington National Bank
TaxesSchedule/TaxesDetail/CategoryTxt1UBS Financial Services
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0216
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1150
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0216
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1150
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD M MERSHAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum06143966282
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mershad Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MERS
ReturnHeader/Filer/EIN0260221536
ReturnHeader/Filer/InCareOfNm0% Richard M Mershad
ReturnHeader/Filer/PhoneNum06143966282
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o RJ Donovan 6797 N High St Ste 2
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0430852533
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00C8ECD103988204890D49F50B209BF5200407BEC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B3879A64BF55F4669824789D8903D4FDA6220FB7
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId021010520182347744354
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0O
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.142.61.46
ReturnHeader/ReturnTs02018-08-31T07:47:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$161,656
Liabilities
$0
Net assets
$161,656
Revenue
$6,462
Expenses
$3,111
Net income
$3,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$3.34$3.25$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.16$0.07$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.10$0.03$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.06$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.02$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.65$0.28$0.22$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.29$0.24$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.06$0.03$0.03