Civic Intelligence

Sch Foundation

990PF • Fiscal year 2022 • EIN 31-1533904

Jan 01, 2022 to Dec 31, 2022 • Filed on May 12, 2023

Organization Profile
600 SUPERIOR AVE E Suite 1701Cleveland, OH 44114

(216) 635-7705

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.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

24th percentile

-16%

Higher net margin than 24% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

44th percentile

-2.3%

Faster asset growth than 44% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

24%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$369,136

Down $8,790 (-2.3%) from 2021

Net Assets

Down

$369,136

Down $8,790 (-2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin24th percentile

Revenue

Up

$53,754

Up $10,240 (+24%) from 2021

Expenses

Up

$62,378

Up $329 (+0.5%) from 2021

Net Income

Up

-$8,624

Up $9,911 (+53%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$400K$300K$200K$100K$0Assets 2020: $396,797Liabilities 2020: $0Net Assets 2020: $396,7972020Assets 2021: $377,926Liabilities 2021: $0Net Assets 2021: $377,9262021Assets 2022: $369,136Liabilities 2022: $0Net Assets 2022: $369,1362022Assets 2023: $351,717Liabilities 2023: $0Net Assets 2023: $351,7172023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2022

Assets$369,136
Liabilities$0
Net Assets$369,136
Open 2022 Filing

Operations Trend

Revenue Growth63rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $28,004Expenses 2020: $59,685Net Income 2020: -$31,6812020Revenue 2021: $43,514Expenses 2021: $62,049Net Income 2021: -$18,5352021Revenue 2022: $53,754Expenses 2022: $62,378Net Income 2022: -$8,6242022Revenue 2023: $46,887Expenses 2023: $64,466Net Income 2023: -$17,5792023Revenue 2024: $688,678Expenses 2024: $1,032,562Net Income 2024: -$343,8842024

Highlighted filing

2022

Revenue$53,754
Expenses$62,378
Net Income-$8,624
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK F SWARYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sch Foundation
EIN
31-1533904
In Care Of
% MARK F SWARY
Phone
2166357705
Address
600 SUPERIOR AVE E Suite 1701, CLEVELAND, OH 44114

Signing Officer

Name
Mark F Swary
Title
Trustee
Phone
2163822000
Signed
2023-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Western Reserve Trust Company
Address
600 SUPERIOR AVE E STE 1701, CLEVELAND, OH 44114-2614
Preparer
Dominic M Fragapane
Phone
2163822000
Raw XML Appendix324 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/ExplanationTxt0OHIO REQUIRES CHARITABLE ORGANIZATIONS TO FILE AN ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE IN LIEU OF A COPY OF THE FORM 990-PF. THE REQURIED ANNUAL REPORT WAS FILED WITH THE OHIO ATTORNEY GENERAL'S OFFICE BY THE FOUNDATION.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt074915
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt061964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0247119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0778322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EQUITY FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt020058
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt031664
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NONDIVIDEND DISTRIBUTIONS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ENTERPRISE PRODUCTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2FEDERAL OVERPAYMENT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0422
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt11404
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2206
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd201
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt053754
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt053754
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031666
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt043500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt043500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt020058
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt020058
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-8624
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt040395
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031664
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt044053
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02032
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt09243
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt08966
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018209
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0109
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt052943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt062378
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt053128
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt053754
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09443
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09075
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt031534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt031534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt040263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031666
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-8624
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01482
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01316
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0370618
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0377926
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0369136
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt042852
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt042852
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt042852
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt043464
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0612
IRS990PF/DistributableAmountGrp/TotalTaxAmt0612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0252
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0360
IRS990PF/FMVAssetsEOYAmt0910730
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0522660
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0522660
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05789
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05727
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05727
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt074915
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt061964
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0372137
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0263762
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0803860
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt024732
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt039179
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-144734
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-153524
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0377926
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0369136
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0910730
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0377926
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0369136
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0377926
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0369136
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0882518
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04829
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0877689
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013238
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt043464
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0869280
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0882518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK F SWARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0600 SUPERIOR AVE E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044114
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt052943
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt052943
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 SUPERIOR AVE E SUITE 1701
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLEVELAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044114
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARK F SWARY
IRS990PF/StatementsRegardingActyGrp/PhoneNum02166357705
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt213500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HOLDEN FORESTS & GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MUSICAL ARTS ASSOCIATION - CLEVELAND ORCHESTRA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE CLEVELAND MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3LAKEVIEW CEMETERY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4EDWINS LEADERSHIP & RESTAURANT INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09550 SPERRY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111001 EUCLID AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt211150 EAST BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt312316 EUCLID AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt413101 SHAKER SQUARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0KIRTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044094
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd344106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd444120
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt043500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0531
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01485
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01485
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016649
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010091
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04777
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01250
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0531
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052943
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010091
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018134
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08043
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt039179
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01406
OtherDecreasesSchedule/OtherDecreasesDetail/Amt176
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET PARTNERSHIP INCOME, NOT ON BOOKS
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BOOK TO TAX DIFFERENCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OHIO ANNUAL REPORT
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OtherIncomeSchedule2/OtherIncomeDetail/Desc3ENTERPRISE PRODUCTS - S. 1231
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01406
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-2
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0206
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11406
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2422
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-2
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01316
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12405
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt28966
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06838
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt12405
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08966
TaxesSchedule/TaxesDetail/Amt0360
TaxesSchedule/TaxesDetail/Amt1109
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0109
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK F SWARY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02163822000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SCHF
ReturnHeader/Filer/EIN0311533904
ReturnHeader/Filer/InCareOfNm0% MARK F SWARY
ReturnHeader/Filer/PhoneNum02166357705
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 SUPERIOR AVE E Suite 1701
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044114
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WESTERN RESERVE TRUST COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 SUPERIOR AVE E STE 1701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0441142614
ReturnHeader/PreparerPersonGrp/PhoneNum02163822000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOMINIC M FRAGAPANE
ReturnHeader/ReturnTs02023-05-15T09:45:37-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWARY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$369,136
Liabilities
$0
Net assets
$369,136
Revenue
$53,754
Expenses
$62,378
Net income
-$8,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.69$1.03$0.34
2023Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.05$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$0.05$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.04$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.03$0.06$0.03