Civic Intelligence

William and Jean Clark Rhodes Foundation

EIN 26-6914528 • Sylvania, OH

Pub. 78 Eligible
5637 Maple Creek BlvdSylvania, OH 43560
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

34%

Higher net margin than 81% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

2.1%

Faster asset growth than 48% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

88th percentile

82%

Faster revenue growth than 88% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,091,773

Up $42,118 (+4.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,091,773

Up $42,118 (+4.0%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin81st percentile

Revenue

Up

$122,991

Up $34,145 (+38%) from 2023

Expenses

Down

$80,873

Down $6,343 (-7.3%) from 2023

Net Income

Up

$42,118

Up $40,488 (+2484%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $998,363Liabilities 2010: $0Net Assets 2010: $998,3632010Assets 2012: $1,027,038Liabilities 2012: $0Net Assets 2012: $1,027,0382012Assets 2013: $1,063,116Liabilities 2013: $0Net Assets 2013: $1,063,1162013Assets 2014: $1,108,721Liabilities 2014: $0Net Assets 2014: $1,108,7212014Assets 2015: $1,109,823Liabilities 2015: $0Net Assets 2015: $1,109,8232015Assets 2016: $1,139,416Liabilities 2016: $0Net Assets 2016: $1,139,4162016Assets 2019: $1,151,731Liabilities 2019: $0Net Assets 2019: $1,151,7312019Assets 2020: $1,129,244Liabilities 2020: $0Net Assets 2020: $1,129,2442020Assets 2021: $1,098,054Liabilities 2021: $0Net Assets 2021: $1,098,0542021Assets 2022: $1,048,025Liabilities 2022: $0Net Assets 2022: $1,048,0252022Assets 2023: $1,049,655Liabilities 2023: $0Net Assets 2023: $1,049,6552023Assets 2024: $1,091,773Liabilities 2024: $0Net Assets 2024: $1,091,7732024

Highlighted filing

2024

Assets$1,091,773
Liabilities$0
Net Assets$1,091,773
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $50,2352010Expenses 2012: $69,3972012Expenses 2013: $65,0462013Revenue 2014: $118,020Expenses 2014: $72,415Net Income 2014: $45,6052014Revenue 2015: $67,774Expenses 2015: $78,258Net Income 2015: -$10,4842015Revenue 2016: $115,427Expenses 2016: $85,840Net Income 2016: $29,5872016Revenue 2019: $87,347Expenses 2019: $84,340Net Income 2019: $3,0072019Revenue 2020: $61,982Expenses 2020: $84,469Net Income 2020: -$22,4872020Revenue 2021: $47,807Expenses 2021: $78,997Net Income 2021: -$31,1902021Revenue 2022: $37,105Expenses 2022: $87,134Net Income 2022: -$50,0292022Revenue 2023: $88,846Expenses 2023: $87,216Net Income 2023: $1,6302023Revenue 2024: $122,991Expenses 2024: $80,873Net Income 2024: $42,1182024

Highlighted filing

2024

Revenue$122,991
Expenses$80,873
Net Income$42,118
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,091,773
Liabilities
$0
Net assets
$1,091,773
Revenue
$122,991
Expenses
$80,873
Net income
$42,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.12$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.09$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.04$0.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.06$0.08$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.09$0.08$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.12$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.07$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.12$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 25, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL STONEOfficer-$0--
KATHLEEN STONEOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Rhodes Foundation
EIN
26-6914528
Phone
7246123844
Address
5637 MAPLE CREEK BLVD, SYLVANIA, OH 43560

Signing Officer

Name
Bill Stone
Title
Officer
Phone
7246123844
Signed
2025-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Rehmann Robson LLC
Address
7124 W CENTRAL AVE, TOLEDO, OH 43617
Preparer
Kristen G Morse CPA
Phone
4198658118
Raw XML AppendixShowing 400 of 567 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02870
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02870
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL BECAUSE, IN LIEU THEREOF, IT IS REQUIRED TO FILE AN ONLINE ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE AT WWW.OHIOATTORNEYGENERAL.GOV.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BLACKROCK STRATEGIC INCOME OPPRTSI INSTL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1PRINCIPAL GLOBAL MULTI-STRATEGY CL A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt038831
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt158344
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt038606
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt160234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt615228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt95735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1010793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1263127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt147590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1513613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt175040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2214868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2310632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt246713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt269098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt272892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2851713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt291454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt303101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt321306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt345532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt354267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt361792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt377828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt387078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt393514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4018227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4114501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4255816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt433798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt451782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt462633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4754498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt483418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt492546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt501135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt515110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt531122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt544397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt561024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt572087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5829570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt596796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt601428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt429853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt510031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt633539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt714094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt97424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1056852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1277857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1411626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1528996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1627600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt174808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt185162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt192062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt209752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2225079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt238457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt248603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2518755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2615523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt276044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2855991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2910940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt303927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt319156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt323105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3417501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt358684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt362963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3710049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt388103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt395110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4051520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4146903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4265466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt434970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt441584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4529146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt468061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4752115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt484251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt494968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt504133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt516481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt532892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5412371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt553499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt564858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt575262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5825733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5917047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt603529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBVIE INC COM USD0.01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADOBE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC CAP STK CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERIPRISE FINANCIAL INC COM USD0.01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLIED MATERIALS INC COM USD0.01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AQR LONG SHORT EQUITY CL N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AVERY DENNISON CORP COM USD1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BANK AMERICA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BROADCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BROWN-FORMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CONSTELLATION BRANDS INC COM USD0.01 CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20COSTCO WHOLESALE CORP COM USD0.01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DODGE & COX INTERNATL STOCK CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DOLLAR GEN CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DOMINO S PIZZA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FIRSTENERGY CORP COM USD0.10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GENERAL DYNAMICS CORP COM USD1.00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GOLDMAN SACHS ABSOLU RETURN TRACKER INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30HONEYWELL INTERNATIONAL INC COM USD1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31INTERCONTINENTAL EXCHANGE INC COM USD0.01
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33JOHNSON &JOHNSON COM USD1.00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34JPMORGAN CHASE &CO. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35LAMAR ADVERTISING CO COM USD0.001 CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MASTERCARD INCORPORATED CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MCDONALD S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MERCK &CO. INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40META PLATFORMS INC CLASS A COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NEUBERGER BERMAN LONG SHORT FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43NORFOLK SOUTHN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44NORTHROP GRUMMAN CORP COM USD1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NVIDIA CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46OREILLY AUTOMOTIVE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PARTNER SELECT ALT STRATEGIES INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49RTX CORPORATION COM USD1.00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SCHWAB CHARLES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52STRYKER CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53TEXAS INSTRUMENTS INC COM USD1.00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TRANE TECHNOLOGIES PLC COM USD1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VIRTUS ALPHASIMPLEX MANAG FUTURE STRAT A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60WASTE MANAGEMENT INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt013361
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt013361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt039568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt114581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt214729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt359933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt451291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt562827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt66773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt736772
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt86917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt91648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt108060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1118440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1219043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt139864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1429125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN CENTURY ETF TRUST AVANTIS EMERGING MKTS VALUE ETF USD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AMERICAN CENTY ETF TR AVANTIS INTL EQT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3AMERICAN CENTY ETF TR AVANTIS US EQT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AMERICAN CENTY ETF TR AVANTIS US SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5DODGE & COX INCOME CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ISHARES CORE S&P SMALL-CAP E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7ISHARES CORE S&P TOTAL US STOCK MARKET ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8ISHARES TR MSCI USA MMENTM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SECURITIES BASIS ADJUSTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANECK ETF TRUST PHARMACEUTCL ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11VANGUARD EXTENDED MARKETS INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13WISDOMTREE JAPAN HEDGED EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14WISDOMTREE TR US QUALITY DIVID GROWTH FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt060129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt118249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt218433
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt381829
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt456611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt561485
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt623392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt760549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt811760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt90
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt109503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1127299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1224745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1321200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1471727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt042880
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt080111
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0122991
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0122991
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02870
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02870
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt080111
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt068000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt068000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt042880
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt042880
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt042118
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0190454
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt080111
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0111923
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07968
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07968
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0230
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt068000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011068
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt080873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0122991
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0122991
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011068
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0110343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt079884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt079884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0190227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt080111
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt042118
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01091773
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01049655
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01091773
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt075718
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt075718
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt075718
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt077274
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01556
IRS990PF/DistributableAmountGrp/TotalTaxAmt01556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01120
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01064
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02620
IRS990PF/FMVAssetsEOYAmt01665915
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01146935
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01146935
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt021162
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt078534
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt078534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt097175
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt098840
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0523132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0928269
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01028493
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0379571
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0546911
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-97280
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-55162
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01049655
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01091773
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01665915
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01049655
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01091773
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01049655
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01091773
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt013361
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt013361
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01569016
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt065776
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01503240
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023535
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt077274
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01545481
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01569016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BILL STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHLEEN STONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05637 MAPLE CREEK BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15637 MAPLE CREEK BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SYLVANIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SYLVANIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.