Civic Intelligence

Charles L Franklin Trust

990 • Fiscal year 2020 • EIN 31-6151484

Jan 01, 2020 to Dec 31, 2020 • Filed on May 25, 2021

14 S Paint Street Foulke Block RmChillicothe, OH 45601

(740) 772-5070

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

30th percentile

-3.4%

Higher net margin than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$13,614

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-0.2%

Faster asset growth than 31% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

17th percentile

-28%

Faster revenue growth than 17% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$3,389,261

Down $6,257 (-0.2%) from 2019

Net Assets

Down

$3,389,261

Down $6,257 (-0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$186,039

Down $71,184 (-28%) from 2019

Expenses

Down

$192,296

Down $13,483 (-6.6%) from 2019

Net Income

Down

-$6,257

Down $57,701 (-112%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$3,389,261
Liabilities$0
Net Assets$3,389,261

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$186,039
Expenses$192,296
Net Income-$6,257
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 25, 2021
Return Version
2020v4.1
Gross Receipts
$320,113
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$78,636$124,558▲ $45,922
Cash and Non-Interest-Bearing Accounts$9,930$19,335▲ $9,405
Total Assets$3,395,518$3,389,261▼ $6,257
Other Assets Total$3,306,952$3,245,368▼ $61,584
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,395,518$3,389,261▼ $6,257
Total Net Assets Fund Balance$3,395,518$3,389,261▼ $6,257
Total Liabilities and Net Assets / Fund Balance$3,395,518$3,389,261▼ $6,257

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,245,368--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Robert C HessTrusteePT$13,614$13,614
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$186,039
Other Revenue
$0
Change in Net Assets
$-6,257
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$166,092
Salaries, Compensation, and Employee Benefits$13,614
Other Expenses$12,590
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$166,092--$166,092
Current Officers, Directors, Trustees, and Key Employees$13,614--$13,614
Fees for Services Legal$4,226--$4,226
Fees for Services Accounting$1,210--$1,210
Office Expenses$167--$167
Other Expenses$17--$17
Total Functional Expenses$192,296$0$0$192,296
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Adena Health SystemChillicothe, OH501(c)(3)Charity Patients$83,046
First Presbyterian ChurchChillicothe, OHChurchCharitable$41,523
Ross Co Historical SocietyChillicothe, OH501(c)(3)Charitable$41,523
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
2021-05-25
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 12/31/2020 is $5,023,090

Raw XML AppendixShowing 400 of 445 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/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/BOYAmt09930
IRS990/CashNonInterestBearingGrp/EOYAmt019335
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt013614
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt013614
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0166092
IRS990/CYInvestmentIncomeAmt0186039
IRS990/CYOtherExpensesAmt012590
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-6257
IRS990/CYSalariesCompEmpBnftPaidAmt013614
IRS990/CYTotalExpensesAmt0192296
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0186039
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/BOYAmt03395518
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03389261
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt083046
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01210
IRS990/FeesForServicesAccountingGrp/TotalAmt01210
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt04226
IRS990/FeesForServicesLegalGrp/TotalAmt04226
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/ReportableCompFromOrgAmt013614
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01971
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0933
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt083046
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0166092
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0166092
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0135007
IRS990/GrossReceiptsAmt0320113
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0185106
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0185106
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0134074
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/NetAssetsOrFundBalancesBOYAmt03395518
IRS990/NetAssetsOrFundBalancesEOYAmt03389261
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0933
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0933
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0167
IRS990/OfficeExpensesGrp/TotalAmt0167
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03306952
IRS990/OtherAssetsTotalGrp/EOYAmt03245368
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TRUSTEE BOND
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc2STATE FILING FEE
IRS990/OtherExpensesGrp/Desc3PROBATE COURT COSTS
IRS990/OtherExpensesGrp/ProgramServicesAmt05290
IRS990/OtherExpensesGrp/ProgramServicesAmt11480
IRS990/OtherExpensesGrp/ProgramServicesAmt2200
IRS990/OtherExpensesGrp/ProgramServicesAmt317
IRS990/OtherExpensesGrp/TotalAmt05290
IRS990/OtherExpensesGrp/TotalAmt11480
IRS990/OtherExpensesGrp/TotalAmt2200
IRS990/OtherExpensesGrp/TotalAmt317
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT C HESS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ROSS COUNTY HISTORICAL SOCIETY (FOR THEIR CHARITABLE FUNCTION)
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt041523
IRS990/ProgSrvcAccomActy2Grp/GrantAmt041523
IRS990/ProgSrvcAccomActy3Grp/Desc0FIRST PRESBYTERIAN CHURCH (FOR THEIR CHARITABLE FUNCTION)
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt041523
IRS990/ProgSrvcAccomActy3Grp/GrantAmt041523
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THREE BENEFICIARIES LISTED IN THE WILL UNDER WHICH THE TRUST IS FORMED -- FOR ALL OF THEIR CHARITY PURPOSES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt026204
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0168056
IRS990/PYInvestmentIncomeAmt0257223
IRS990/PYOtherExpensesAmt024586
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt051444
IRS990/PYSalariesCompEmpBnftPaidAmt013137
IRS990/PYTotalExpensesAmt0205779
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0257223
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-6257
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt078636
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0124558
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0185106
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0193307
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/CurrentYearAmt0185106
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0193307
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt013614
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt013137
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0171492
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0180170
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0180170
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0163969
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0163969
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0153145
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0163969
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0156598
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0163969
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt07371
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0166092
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt09494
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt07371
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt09494
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt09494
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt07371
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0166092
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0163969
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0166092
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0166092
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/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/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt04635021
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt04763465
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt081054
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt060717
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt04553967
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt04702748
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0124558
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt078636
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt04510463
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt04684829
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0157866
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0163969
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt04635021
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt04763465
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0157866
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0163969
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/SupportAmt083046
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt141523
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt241523
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/SupportSumAmt0166092
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03245368
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENTS - PUBLICLY TRADED SECURITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03245368
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt083046
IRS990ScheduleI/RecipientTable/CashGrantAmt141523
IRS990ScheduleI/RecipientTable/CashGrantAmt241523
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2CHURCH
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 12/31/2020 IS $5,023,090
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/TotalAssetsBOYAmt03395518
IRS990/TotalAssetsEOYAmt03389261
IRS990/TotalAssetsGrp/BOYAmt03395518
IRS990/TotalAssetsGrp/EOYAmt03389261
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0192296
IRS990/TotalFunctionalExpensesGrp/TotalAmt0192296
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03395518
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03389261
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt026204
IRS990/TotalProgramServiceExpensesAmt0192296
IRS990/TotalReportableCompFromOrgAmt013614
IRS990/TotalRevenueGrp/ExclusionAmt0185106
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0933
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186039
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03395518
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03389261
IRS990/TotReportableCompRltdOrgAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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