Civic Intelligence

Charles & Sara Lewis Educational Tr

990PF • Fiscal year 2017 • EIN 26-6165277

Jan 01, 2017 to Dec 31, 2017 • Filed on May 06, 2018

Organization Profile

PO Box 1558 Dept Ea5w86Columbus, OH 43216

Siviq Scores

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

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

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

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

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

Higher net margin than 25% of similar nonprofits.

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

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

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

No value available

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

Source year 2017

No value available

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

Source year 2017

Balance Sheet

Liabilities / Assets59th percentile

Assets

$112,382

No earlier filing loaded for comparison.

Net Assets

$112,382

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin25th percentile

Revenue

$9,968

No earlier filing loaded for comparison.

Expenses

$10,988

No earlier filing loaded for comparison.

Net Income

-$1,020

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.

Highlighted filing

2017

Assets$112,382

Liabilities$0

Net Assets$112,382

Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2017

Revenue$9,968

Expenses$10,988

Net Income-$1,020

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: May 6, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$1,333	-	$1,333

Filing and Contact Details

Filer

Filer Name: Charles & Sara Lewis Educational Tr
EIN: 26-6165277
Phone: 7405886734
Address: PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name: Huntington National Bank
Title: Vice President
Phone: 7405886734
Signed: 2018-05-06
Discuss with paid preparer: Yes

Preparer

Firm: Ernst & Young US Llp
Address: 800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer: Doak a Pfaff
Phone: 6142327288

Raw XML Appendix382 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	198
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	198
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	FEDERATED TOTAL RETURN BOND FU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	FEDERATED INSTL HIGH YIELD BD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	LORD ABBETT SHORT DURATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	3	PIMCO INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	8649
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	1	1200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	2	5500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	3	2000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	8514
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	1	1236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	2	5457
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	3	2003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	5458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	25500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	14125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	2479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	10528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	2666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	2577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	4500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	10000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	9	7797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	10	5496
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	22137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	3687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	12827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	2879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	3003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	7	5662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	8	10244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	9	10952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	10	5850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	ARTISAN INTERNATIONAL VALUE FU
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	FIDELITY ADVISOR NEW INSIGHTS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	PRUDENTIAL JENNISON MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	VANGUARD 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	10	WISDOMTREE EMERGING MKTS HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	11	MERGER FUND L
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	395
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	7974
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	666
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	1333
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	8471
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	1994
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	1994
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-1020
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	19179
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	7974
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	9045
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	50
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	9
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	2517
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt	0	0
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	2	2014-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	3	2016-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	2741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	2	822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	3	5000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	4	1905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	63
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	2	178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	3	335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	4	295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	3844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	3259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	2	178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	3	335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	4	295
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	1000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	187.852 FIDELITY ADVISOR NEW INSIGHTS FUND - CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	24.546 MFS VALUE FUND #893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	331.345 MERGER FUND - L
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	77.684 T. ROWE PRICE REAL ESTATE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	CAPITAL GAIN DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2017-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	2	2017-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	3	2017-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	4	2017-09-28
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	63
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	113413
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	112382
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IRS990PF/FMVAssetsEOYAmt	0	136515
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	112382
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	64
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	11849
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	17349
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	17210
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	96836
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	136515
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	113413
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	112382
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	113413
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IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	134276
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	4519
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	129757
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	6613
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	134276
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt	0	HUNTINGTON NATIONAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	1333
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO BOX 1558 DEPT EA4E86
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	43216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization4947a1TrtdPFInd	0	X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	9385
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	9385
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	9385
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr	0	2015
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO BOX 1558 DEPT EA4E86
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	COLUMBUS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	43216
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind	0	X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	HUNTINGTON NATIONAL BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7405886734
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	8471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORT OF SCHOOL PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	LICKING VALLEY HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt	0	C/O TRICIA PHELPS/RENAISSANCE PR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	100 HAINSVIEW DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	NEWARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	43055
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	8471
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1896
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	1813
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	5676
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	6432
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2015
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	9385
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	1813
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	4536
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	5676
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	55
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	1
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	2	18
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	2017 INCOME POSTED IN 2018
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	ROUNDING
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	2	2016 DIVIDEND REVERSED IN 2017
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	50
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	100
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	63
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	2016 INCOME POSTED IN 2017
TaxesSchedule/TaxesDetail/Amt	0	680
TaxesSchedule/TaxesDetail/Amt	1	7
TaxesSchedule/TaxesDetail/Amt	2	2
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	7
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	2
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	HUNTINGTON NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7405886734
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CHARLES & SARA LEWIS EDUCATIONAL TR
ReturnHeader/Filer/BusinessNameControlTxt	0	LEWI
ReturnHeader/Filer/EIN	0	266165277
ReturnHeader/Filer/PhoneNum	0	7405886734
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1558 DEPT EA5W86
ReturnHeader/Filer/USAddress/CityNm	0	COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	OH
ReturnHeader/Filer/USAddress/ZIPCd	0	43216
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	1A48851FB77621C5111B3BC02D89674E3B4340FC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	4691051C5097D733CAC119B272EAC02A01EC2E75
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	192.168.85.1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	800 YARD STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GRANDVIEW HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	43212
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6142327288
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2018-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DOAK A PFAFF
ReturnHeader/ReturnTs	0	2018-05-09T11:02:12-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

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.

Assets: $112,382
Liabilities: $0
Net assets: $112,382
Revenue: $9,968
Expenses: $10,988
Net income: -$1,020

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2021Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.68	$1.71	$1.03
2020Detailed filing. Detailed filing data is available for this year.	$1.02	$0.00	$1.02	$0.04	$0.14	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$1.12	$0.00	$1.12	$0.10	$0.11	$0.01