Civic Intelligence

Williams Foundation

990PF • Fiscal year 2023 • EIN 31-6032504

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization Profile

Refreshing map…

212 East Third Street 300Cincinnati, OH 45202

(513) 721-2744

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$300

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

47th percentile

3.5%

Faster asset growth than 47% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

12th percentile

-39%

Faster revenue growth than 12% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$12,058,000

Up $407,522 (+3.5%) from 2022

Net Assets

Up

$12,058,000

Up $407,522 (+3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin82nd percentile

Revenue

Down

$1,197,609

Down $764,172 (-39%) from 2022

Expenses

Down

$788,253

Down $544,228 (-41%) from 2022

Net Income

Down

$409,356

Down $219,944 (-35%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$15M$10M$5.0M$0Assets 2010: $6,681,391Liabilities 2010: $0Net Assets 2010: $6,681,3912010Assets 2011: $6,552,537Liabilities 2011: $0Net Assets 2011: $6,552,5372011Assets 2012: $6,851,306Liabilities 2012: $0Net Assets 2012: $6,851,3062012Assets 2013: $7,463,161Liabilities 2013: $0Net Assets 2013: $7,463,1612013Assets 2014: $8,352,381Liabilities 2014: $0Net Assets 2014: $8,352,3812014Assets 2015: $9,186,333Liabilities 2015: $0Net Assets 2015: $9,186,3332015Assets 2016: $9,565,971Liabilities 2016: $0Net Assets 2016: $9,565,9712016Assets 2017: $9,746,939Liabilities 2017: $0Net Assets 2017: $9,746,9392017Assets 2018: $9,823,884Liabilities 2018: $0Net Assets 2018: $9,823,8842018Assets 2019: $10,340,514Liabilities 2019: $0Net Assets 2019: $10,340,5142019Assets 2020: $10,273,374Liabilities 2020: $0Net Assets 2020: $10,273,3742020Assets 2021: $11,021,144Liabilities 2021: $0Net Assets 2021: $11,021,1442021Assets 2022: $11,650,478Liabilities 2022: $0Net Assets 2022: $11,650,4782022Assets 2023: $12,058,000Liabilities 2023: $0Net Assets 2023: $12,058,0002023Assets 2024: $12,450,191Liabilities 2024: $241Net Assets 2024: $12,449,9502024

Highlighted filing

2023

Assets$12,058,000
Liabilities$0
Net Assets$12,058,000
Open 2023 Filing

Operations Trend

Revenue Growth12th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $209,2852010Expenses 2011: $797,3972011Expenses 2012: $322,2872012Revenue 2013: $1,070,086Expenses 2013: $468,128Net Income 2013: $601,9582013Revenue 2014: $1,186,489Expenses 2014: $464,622Net Income 2014: $721,8672014Revenue 2015: $1,234,987Expenses 2015: $288,238Net Income 2015: $946,7492015Revenue 2016: $1,201,708Expenses 2016: $1,067,919Net Income 2016: $133,7892016Revenue 2017: $691,844Expenses 2017: $472,126Net Income 2017: $219,7182017Revenue 2018: $784,642Expenses 2018: $543,676Net Income 2018: $240,9662018Revenue 2019: $1,277,663Expenses 2019: $793,660Net Income 2019: $484,0032019Revenue 2020: $758,517Expenses 2020: $826,935Net Income 2020: -$68,4182020Revenue 2021: $1,893,736Expenses 2021: $1,149,447Net Income 2021: $744,2892021Revenue 2022: $1,961,781Expenses 2022: $1,332,481Net Income 2022: $629,3002022Revenue 2023: $1,197,609Expenses 2023: $788,253Net Income 2023: $409,3562023Revenue 2024: $1,526,157Expenses 2024: $1,134,207Net Income 2024: $391,9502024

Highlighted filing

2023

Revenue$1,197,609
Expenses$788,253
Net Income$409,356
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAWRENCE H KYTE JRPresident-$300-$300
CAROLYN A PICHARDOSecretary-$300-$300
RYAN KYTETrustee-$200-$200
SHARON W FRISBIETrustee-$200-$200
THOMAS L WILLIAMSTrustee-$200-$200
W JOSEPH WILLIAMS JRVice President-$200-$200
RICHARD F WILLIAMSTreasurer-$200-$200
SALLY WESTENDORFAsst Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Williams Foundation
EIN
31-6032504
Phone
5137212744
Address
212 EAST THIRD STREET 300, CINCINNATI, OH 45202

Signing Officer

Name
W Joseph Williams Jr
Title
Officer
Phone
5137212744
Signed
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Cassady Schiller & Associates Inc
Address
4555 LAKE FOREST DRIVE SUITE 400, CINCINNATI, OH 45242
Preparer
Sarah E Dmytryk
Phone
5134836699
Raw XML AppendixShowing 400 of 925 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/Amt07877
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt07877
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE OHIO ATTORNEY GENERAL REQUIRES THAT CHARITABLE ORGANIZATIONS OPERATING OR ORGANIZED WITHIN THE STATE SUBMIT AN ANNUAL REGISTRATION THROUGH AN ONLINE PORTAL THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS REGISTRATION IS COMPLETED AS REQUIRED IN LIEU OF FURNISHING A COPY OF THE FORM 990-PF TO COMPLY WITH THE SPECIFIC REPORTING INSTRUCTIONS OF THE STATE OF OHIO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt093094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1417604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2330871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3106119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4155025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5238999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6495092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7125574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt891656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9276277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1089022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11264856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12157550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13174621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1499552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15161795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16134763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1789292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18375889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19147576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20138130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21141325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22205596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23361472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24527608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2525995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26527773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27140662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28175193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2988299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30363015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31288631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32519923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33547092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34179542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3588092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36180982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37358542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38300908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39165340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40373238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41515366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42363777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4399775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44372168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45285057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46430116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0164004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1720765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2569504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3109448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4375082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51004625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6593060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7319691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt890558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9217383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1093866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11540882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12125106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13152669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14115874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15487942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16302279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1774759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18338198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19142972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20740308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21402024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22500201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23582346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24757144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25357990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26709524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27438361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28191094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29261327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30640636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31354419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32526180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33613856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34224466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3584419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36154229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37449725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38473905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39460583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40391266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41506636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42296379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43199230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44378567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45417762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46402227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AIR PROD & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AUTO DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DELL TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11EATON CORP PLC F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JOHNSON CONTROLS INTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18KEURIG DR PEPPER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MARSH & MC LENNAN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MONDELEZ INTL CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PNC FINL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35REGIONS FINL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41U S BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42UNITED PARCEL SRVC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43W E C ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PROLOGIS INC. REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46REALTY INCOME CORP REIT
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0497381
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0498715
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01399
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0997495
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0997495
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07877
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07877
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0507905
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0691200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0691200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0200114
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0497381
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0497381
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0409356
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02560623
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01399
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01399
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0498715
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0944109
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01282
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03082
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt060367
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt060367
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0127
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0701677
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt062576
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0788253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01006685
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01197609
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010477
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt062576
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt097053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0436033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11616684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-105119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2599742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt39321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-105119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2599742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt39321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1330914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22216426
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt39322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DISPOSITION OF FORESTVILLE REALTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES - SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES - SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN FROM INVESTMENT IN FORESTVILLE REALTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0507905
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0409356
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01834
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012059834
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011650478
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012058000
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0851898
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0851898
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0851898
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0865021
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013123
IRS990PF/DistributableAmountGrp/TotalTaxAmt013123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt023555
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt023555
IRS990PF/FMVAssetsEOYAmt018322627
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011650478
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt012058000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0195570
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0113286
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0113286
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011289911
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011788844
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt018053471
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0164997
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0155870
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0155870
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011650478
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012058000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018322627
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011650478
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012058000
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011650478
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012058000
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017563886
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0435236
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017128650
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0263458
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0865021
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017300428
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017563886
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt6300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAWRENCE H KYTE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RYAN KYTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SHARON W FRISBIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THOMAS L WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4W JOSEPH WILLIAMS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5RICHARD F WILLIAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CAROLYN A PICHARDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7SALLY WESTENDORF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7ASST SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0212 EAST THIRD STREET SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1212 EAST THIRD STREET SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2212 EAST THIRD STREET SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3212 EAST THIRD STREET SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4212 EAST THIRD STREET SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5212 EAST THIRD STREET SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6212 EAST THIRD STREET SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7212 EAST THIRD STREET SUITE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd145202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd245202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd345202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd445202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd545202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd645202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd745202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0701677
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0701677
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,058,000
Liabilities
$0
Net assets
$12,058,000
Revenue
$1,197,609
Expenses
$788,253
Net income
$409,356
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.4$1.53$1.13$0.39
2023Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.20$0.79$0.41
2022Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.96$1.33$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.0$0.00$11.0$1.89$1.15$0.74
2020Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.76$0.83$0.07
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$1.28$0.79$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.82$0.00$9.82$0.78$0.54$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.75$0.00$9.75$0.69$0.47$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.57$0.00$9.57$1.20$1.07$0.13
2015Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$1.23$0.29$0.95
2014Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$1.19$0.46$0.72
2013Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$1.07$0.47$0.60
2012Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.32
2011Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.80
2010Detailed filing. Detailed filing data is available for this year.$6.68$0.00$6.68$0.21