Civic Intelligence

Charles L Franklin Trust

EIN 31-6151484 • 501(c)3 • Chillicothe, OH

Profile

Charitable distribution to beneficiaries. Distribution of net income to beneficiaries who are charitable organizations listed in the trust.

14 S Paint Street Foulke Block RmChillicothe, OH 45601

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

38th percentile

-0.3%

Higher net margin than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$21,362

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

39th percentile

-0.0%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

3.0%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$3,378,204

Down $583 (-0.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,378,204

Down $583 (-0.0%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin38th percentile

Revenue

Up

$222,000

Up $6,476 (+3.0%) from 2023

Expenses

Down

$222,583

Down $5,891 (-2.6%) from 2023

Net Income

Up

-$583

Up $12,367 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,006,358Liabilities 2011: $0Net Assets 2011: $2,006,3582011Assets 2012: $1,985,627Liabilities 2012: $0Net Assets 2012: $1,985,6272012Assets 2013: $2,032,833Liabilities 2013: $0Net Assets 2013: $2,032,8332013Assets 2014: $2,030,384Liabilities 2014: $0Net Assets 2014: $2,030,3842014Assets 2015: $3,164,560Liabilities 2015: $0Net Assets 2015: $3,164,5602015Assets 2016: $3,152,918Liabilities 2016: $0Net Assets 2016: $3,152,9182016Assets 2017: $3,116,434Liabilities 2017: $0Net Assets 2017: $3,116,4342017Assets 2018: $3,344,074Liabilities 2018: $0Net Assets 2018: $3,344,0742018Assets 2019: $3,395,518Liabilities 2019: $0Net Assets 2019: $3,395,5182019Assets 2020: $3,389,261Liabilities 2020: $0Net Assets 2020: $3,389,2612020Assets 2021: $3,384,876Liabilities 2021: $0Net Assets 2021: $3,384,8762021Assets 2022: $3,391,737Liabilities 2022: $0Net Assets 2022: $3,391,7372022Assets 2023: $3,378,787Liabilities 2023: $0Net Assets 2023: $3,378,7872023Assets 2024: $3,378,204Liabilities 2024: $0Net Assets 2024: $3,378,2042024

Highlighted filing

2024

Assets$3,378,204
Liabilities$0
Net Assets$3,378,204
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $135,8652011Expenses 2012: $155,9402012Revenue 2013: $212,404Expenses 2013: $165,198Net Income 2013: $47,2062013Revenue 2014: $172,977Expenses 2014: $175,426Net Income 2014: -$2,4492014Revenue 2015: $1,313,697Expenses 2015: $179,437Net Income 2015: $1,134,2602015Revenue 2016: $179,573Expenses 2016: $191,096Net Income 2016: -$11,5232016Revenue 2017: $132,265Expenses 2017: $171,201Net Income 2017: -$38,9362017Revenue 2018: $386,627Expenses 2018: $158,987Net Income 2018: $227,6402018Revenue 2019: $257,223Expenses 2019: $205,779Net Income 2019: $51,4442019Revenue 2020: $186,039Expenses 2020: $192,296Net Income 2020: -$6,2572020Revenue 2021: $182,811Expenses 2021: $187,196Net Income 2021: -$4,3852021Revenue 2022: $210,212Expenses 2022: $203,351Net Income 2022: $6,8612022Revenue 2023: $215,524Expenses 2023: $228,474Net Income 2023: -$12,9502023Revenue 2024: $222,000Expenses 2024: $222,583Net Income 2024: -$5832024

Highlighted filing

2024

Revenue$222,000
Expenses$222,583
Net Income-$583
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,378,204
Liabilities
$0
Net assets
$3,378,204
Revenue
$222,000
Expenses
$222,583
Net income
-$583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.22$0.22$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.22$0.23$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.39$0.00$3.39$0.21$0.20$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.18$0.19$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.00$3.39$0.19$0.19$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.26$0.21$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.00$3.34$0.39$0.16$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.13$0.17$0.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$0.18$0.19$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$1.31$0.18$1.13
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.17$0.18$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.21$0.17$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$0.00$1.99$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.00$2.01$0.14
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 4, 2023
Return Version
2022v5.0
Gross Receipts
$210,220
Mission and Program Overview

Mission

Charitable distribution to beneficiaries. Distribution of net income to beneficiaries who are charitable organizations listed in the trust.

Charitable distributions to beneficiaries. Distribution of net income to beneficiaries who are charitable organizations listed in the trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$214,142$227,670▲ $13,528
Cash and Non-Interest-Bearing Accounts$11,815$7,723▼ $4,092
Total Assets$3,384,876$3,391,737▲ $6,861
Other Assets Total$3,158,919$3,156,344▼ $2,575
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,384,876$3,391,737▲ $6,861
Total Net Assets Fund Balance$3,384,876$3,391,737▲ $6,861
Total Liabilities and Net Assets / Fund Balance$3,384,876$3,391,737▲ $6,861

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,156,344--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert C HessTrusteePT$14,378$14,378
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$210,212
Other Revenue
$0
Change in Net Assets
$6,861
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$159,229
Other Expenses$29,744
Salaries, Compensation, and Employee Benefits$14,378
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$159,229--$159,229
Current Officers, Directors, Trustees, and Key Employees$14,378--$14,378
Fees for Services Legal$4,812--$4,812
Fees for Services Accounting$1,280--$1,280
Other Expenses$313--$313
All Other Expenses$222--$222
Office Expenses$178--$178
Total Functional Expenses$203,351$0$0$203,351
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Adena Health SystemChillicothe, OH501(c)(3)Charity Patients$79,615
First Presbyterian ChurchChillicothe, OHChurchCharitable$39,807
Ross Co Historical SocietyChillicothe, OH501(c)(3)Charitable$39,807
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“The governing body is the probate court of ross county, ohio.”

Form 990, Part VI, Section A, Line 8B

“The trustee reports to the probate court of ross county, ohio.”

Form 990, Part VI, Section B, Line 11B

“The trustee will review the form 990 with the tax preparer prior to its submission.”

Form 990, Part VI, Section B, Line 12C

“The probate court of ross county, ohio controls policy.”

Form 990, Part VI, Section B, Line 15A

“Compensation of trustee is calculated by and approved by the probate court of ross county, ohio.”

Form 990, Part VI, Section C, Line 19

“A legal notice was published in the local newspaper regarding availability of annual report. Documents are available upon request and are also always available at the ross county, ohio probate court (governing body).”

Filing and Contact Details

Filer

Filer Name
Charles L Franklin Trust
EIN
31-6151484
Phone
7407725070
Address
14 S PAINT STREET FOULKE BLOCK RM, CHILLICOTHE, OH 45601

Signing Officer

Name
Robert C Hess
Title
Trustee
Phone
7407746152
Signed
2023-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert C Hess
Formed
1971
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Whited Seigneur Sams & Rahe Cpas Llp
Address
213 SOUTH PAINT STREET, CHILLICOTHE, OH 45601-3828
Preparer
Katie E Guba
Phone
7407022600
Supplemental Narrative

Additional Explanations

Fair/current Value of Assets

“Fair/current value of total assets as of 12/31/22 is $5,451,604”

Raw XML AppendixShowing 400 of 453 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CHARITABLE DISTRIBUTIONS TO BENEFICIARIES. DISTRIBUTION OF NET INCOME TO BENEFICIARIES WHO ARE CHARITABLE ORGANIZATIONS LISTED IN THE TRUST.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0222
IRS990/AllOtherExpensesGrp/TotalAmt0222
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT C HESS
IRS990/BooksInCareOfDetail/PhoneNum07407746152
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014 S PAINT ST FOULKE BLOCK RM 2
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHILLICOTHE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045601
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt011815
IRS990/CashNonInterestBearingGrp/EOYAmt07723
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt014378
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt014378
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0159229
IRS990/CYInvestmentIncomeAmt0210212
IRS990/CYOtherExpensesAmt029744
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt06861
IRS990/CYSalariesCompEmpBnftPaidAmt014378
IRS990/CYTotalExpensesAmt0203351
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0210212
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ADENA HEALTH SYSTEM (FOR CHARITY PATIENTS)
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03384876
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03391737
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt079615
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01280
IRS990/FeesForServicesAccountingGrp/TotalAmt01280
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt04812
IRS990/FeesForServicesLegalGrp/TotalAmt04812
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT C HESS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt014378
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-2
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt079615
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0159229
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0159229
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06
IRS990/GrossReceiptsAmt0210220
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0210214
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0210214
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0CHARITABLE DISTRIBUTION TO BENEFICIARIES. DISTRIBUTION OF NET INCOME TO BENEFICIARIES WHO ARE CHARITABLE ORGANIZATIONS LISTED IN THE TRUST.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03384876
IRS990/NetAssetsOrFundBalancesEOYAmt03391737
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-2
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0178
IRS990/OfficeExpensesGrp/TotalAmt0178
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03158919
IRS990/OtherAssetsTotalGrp/EOYAmt03156344
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ASSET MANAGEMENT FEES
IRS990/OtherExpensesGrp/Desc1TRUSTEE BOND
IRS990/OtherExpensesGrp/Desc2INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc3FOREIGN TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt013656
IRS990/OtherExpensesGrp/ProgramServicesAmt15290
IRS990/OtherExpensesGrp/ProgramServicesAmt23993
IRS990/OtherExpensesGrp/ProgramServicesAmt3313
IRS990/OtherExpensesGrp/TotalAmt013656
IRS990/OtherExpensesGrp/TotalAmt15290
IRS990/OtherExpensesGrp/TotalAmt23993
IRS990/OtherExpensesGrp/TotalAmt3313
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT C HESS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ROSS COUNTY HISTORICAL SOCIETY (FOR THEIR CHARITABLE FUNCTION)
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt039807
IRS990/ProgSrvcAccomActy2Grp/GrantAmt039807
IRS990/ProgSrvcAccomActy3Grp/Desc0FIRST PRESBYTERIAN CHURCH (FOR THEIR CHARITABLE FUNCTION)
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt039807
IRS990/ProgSrvcAccomActy3Grp/GrantAmt039807
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THREE BENEFICIARIES LISTED IN THE WILL UNDER WHICH THE TRUST IS FORMED -- FOR ALL OF THEIR CHARITY PURPOSES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt044122
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0156316
IRS990/PYInvestmentIncomeAmt0182811
IRS990/PYOtherExpensesAmt017914
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-4385
IRS990/PYSalariesCompEmpBnftPaidAmt012966
IRS990/PYTotalExpensesAmt0187196
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0182811
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt06861
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0214142
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0227670
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0210212
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0182811
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0210212
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0182811
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt014378
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt012966
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0195834
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0169845
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0169845
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0180020
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0180020
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0144368
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0180020
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0159229
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0180020
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt07944
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0159229
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt07944
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt012847
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt07944
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0159229
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0180020
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt088.450000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0159229
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0159229
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TRUSTEE FOLLOWS PRESET DETERMINATION OUTLINED IN TRUST AGREEMENT. ONE-HALF OF NET INCOME IS DISTRIBUTED TO ADENA HEALTH SYSTEM, ONE-FOURTH OF NET INCOME IS DISTRIBUTED TO ROSS COUNTY HISTORICAL SOCIETY, AND ONE-FOURTH OF NET INCOME IS DISTRIBUTED TO FIRST PRESBYTERIAN CHURCH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1EACH RECIPIENT OF FUNDS IS TOLD THAT DISTRIBUTIONS MADE ARE DESIGNATED FOR CHARITABLE PURPOSES. NO OTHER DOCUMENTATION IS REQUESTED OR MAINTAINED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUSTEE IS APPOINTED BY THE ROSS COUNTY, OHIO PROBATE COURT. THE TRUSTEE IS NOT PART OF THE GOVERNING BODY OF ANY OF THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3UNDERDISTRIBUTIONS REMAINING AT YEAR END ARE CALCULATED AND PAID TO THE CHARITABLE BENEFICIARIES IN JANUARY, FOLLOWING THE DECEMBER YEAR END.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A PART IV SECTION A LINE 3B:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A PART IV SECTION A LINE 3C:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A PART IV SECTION D LINE 2:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCHEDULE A PART V, SECTION E, LINE 6
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt05432553
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05357581
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0198036
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt080192
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt05234517
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05277389
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0223949
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0214142
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt05208604
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05143439
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0182301
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0180020
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05432553
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05357581
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0182301
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0180020
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0314379443
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1310710896
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2314380067
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd21
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt079615
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt139807
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt239807
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ADENA REGIONAL MEDICAL CENTER (AKA ADENA HEALTH SYSTEM)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ROSS COUNTY HISTORICAL SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2FIRST PRESBYTERIAN CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0159229
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03156344
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENTS - PUBLICLY TRADED SECURITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03156344
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt079615
IRS990ScheduleI/RecipientTable/CashGrantAmt139807
IRS990ScheduleI/RecipientTable/CashGrantAmt239807
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2CHURCH
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITY PATIENTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHARITABLE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CHARITABLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ADENA HEALTH SYSTEM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROSS CO HISTORICAL SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2FIRST PRESBYTERIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0314379443
IRS990ScheduleI/RecipientTable/RecipientEIN1310710896
IRS990ScheduleI/RecipientTable/RecipientEIN2314380067
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0272 HOSPITAL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt145 WEST FIFTH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt213 MEAD DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHILLICOTHE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CHILLICOTHE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CHILLICOTHE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd145601
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd245601
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY IS THE PROBATE COURT OF ROSS COUNTY, OHIO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE REPORTS TO THE PROBATE COURT OF ROSS COUNTY, OHIO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEE WILL REVIEW THE FORM 990 WITH THE TAX PREPARER PRIOR TO ITS SUBMISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROBATE COURT OF ROSS COUNTY, OHIO CONTROLS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION OF TRUSTEE IS CALCULATED BY AND APPROVED BY THE PROBATE COURT OF ROSS COUNTY, OHIO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A LEGAL NOTICE WAS PUBLISHED IN THE LOCAL NEWSPAPER REGARDING AVAILABILITY OF ANNUAL REPORT. DOCUMENTS ARE AVAILABLE UPON REQUEST AND ARE ALSO ALWAYS AVAILABLE AT THE ROSS COUNTY, OHIO PROBATE COURT (GOVERNING BODY).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FAIR/CURRENT VALUE OF TOTAL ASSETS AS OF 12/31/22 IS $5,451,604
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FAIR/CURRENT VALUE OF ASSETS
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03384876
IRS990/TotalAssetsEOYAmt03391737
IRS990/TotalAssetsGrp/BOYAmt03384876
IRS990/TotalAssetsGrp/EOYAmt03391737
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0203351
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203351
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03384876
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03391737
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt044122
IRS990/TotalProgramServiceExpensesAmt0203351
IRS990/TotalReportableCompFromOrgAmt014378
IRS990/TotalRevenueGrp/ExclusionAmt0210214

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