Civic Intelligence

Oscar R Micklethwait Surgical Fund for Ohio State University

990PF • Fiscal year 2011 • EIN 31-6330821

Jan 01, 2011 to Dec 31, 2011 • Filed on May 09, 2012

Organization Profile
C/O Jpmorgan Chase Banknapobox 303853201
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

82nd percentile

$15,560

Higher top officer pay than 82% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

54th percentile

0.8%

Faster asset growth than 54% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,621,236

Up $13,270 (+0.8%) from 2010

Net Assets

Up

$1,621,236

Up $13,270 (+0.8%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$95,999

Up $7,657 (+8.7%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,607,966Liabilities 2010: $0Net Assets 2010: $1,607,9662010Assets 2011: $1,621,236Liabilities 2011: $0Net Assets 2011: $1,621,2362011Assets 2017: $1,478,646Liabilities 2017: $0Net Assets 2017: $1,478,6462017Assets 2018: $1,487,308Liabilities 2018: $0Net Assets 2018: $1,487,3082018Assets 2020: $1,474,879Liabilities 2020: $0Net Assets 2020: $1,474,8792020Assets 2021: $1,529,282Liabilities 2021: $0Net Assets 2021: $1,529,2822021Assets 2022: $1,448,812Liabilities 2022: $0Net Assets 2022: $1,448,8122022Assets 2023: $1,439,681Liabilities 2023: $0Net Assets 2023: $1,439,6812023Assets 2024: $1,447,905Liabilities 2024: $0Net Assets 2024: $1,447,9052024

Highlighted filing

2011

Assets$1,621,236
Liabilities$0
Net Assets$1,621,236
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $88,3422010Expenses 2011: $95,9992011Revenue 2017: $112,663Expenses 2017: $90,089Net Income 2017: $22,5742017Revenue 2018: $107,659Expenses 2018: $98,849Net Income 2018: $8,8102018Revenue 2020: $96,343Expenses 2020: $98,150Net Income 2020: -$1,8072020Revenue 2021: $156,017Expenses 2021: $101,959Net Income 2021: $54,0582021Revenue 2022: $31,243Expenses 2022: $111,296Net Income 2022: -$80,0532022Revenue 2023: $96,085Expenses 2023: $102,415Net Income 2023: -$6,3302023Revenue 2024: $112,126Expenses 2024: $100,489Net Income 2024: $11,6372024

Highlighted filing

2011

Revenue-
Expenses$95,999
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 9, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JPMORGAN CHASE BANK NATrustee-$15,560-$15,560
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOHIO STATE UNIVERSITY DEVELOPMENT FUNDPROGRAM SERVICESPUBLIC CHARITYCOLUMBUS, OH, US$78,364
Filing and Contact Details

Filer

EIN
31-6330821
Raw XML AppendixShowing 400 of 416 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
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AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0825
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue072394
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue132640
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue244179
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue316320
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue453009
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue566140
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue6257911
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue748960
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue853457
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue936197
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV069348
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV130682
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV248689
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV316320
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV452565
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV565574
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV6260171
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV746882
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV852902
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV935660
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0RIDGEWORTH FDS SEIX FLRT HI I - 8017.054 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1DREYFUS/LAUREL FDS TR PRM EMRGN MK I - 2331.429 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2JPM STR INC OPP FD FUND 3844 3.23% - 4297.314 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3BLACKROCK HIGH YIELD BOND - 2208.39 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4EATON VANCE MUT FDS TR FLT RT CL I - 5966.47 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JPM HIGH YIELD FD - SEL FUND 3580 6.04% - 8605.557 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6JPM SHORT DURATION BOND FD - SEL FUND 3133 0.86% - 23759.87 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JPM INTL CURRENCY INCOME FD 1.21% - 4328.912 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8JPM TR I INFL MANAGED BD - SEL 2.19% - 5047.875 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9JPM TR I MLT SC INC - SEL 3.91% - 3580.317 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue020037
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue165218
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue219991
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue368934
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue433041
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue573788
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue618313
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue717665
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue813672
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue935364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1059208
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1117089
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1214824
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1315758
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1435149
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1533017
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1629262
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1718239
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1835844
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1939577
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2035844
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2124477
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2242642
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2316320
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2414953
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2536409
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV016902
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV154721
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV216201
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV372954
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV432235
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV562533
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV617320
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV717847
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV822950
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV931636
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1042497
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1119387
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1219099
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1316097
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1429916
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1536429
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1640978
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1718283
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1835317
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1937597
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2032702
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2136584
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2249063
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2314675
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2415529
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2533781
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0JPM EM MKTS 3 FD - SEL FUND 1235 - 835.91 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1JPM ASIA 3 FD - SEL FUND 1134 - 1902.671 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2VANGUARD MSCI EMERGING MARKETS ETF - 424 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3JPM US LRGE CAP CORE PLUS FD - SEL FUND 1002 - 3695.748 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4POWERSHARES DB COMMODITY INDEX TRACKING FUND - 1201 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5MANNING & NAPIER FUND INC 3 SERIES - 3595.919 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6EATON VANCE MUT FDS TR GLOBAL MACRO - I - 1763.767 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7GATEWAY FUND - Y - 676.291 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8SPDR GOLD TRUST - 151 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9THORNBURG VALUE FUND FD CL I - 1058.423 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10JPM INTL VALUE FD - SEL FUND 1296 - 3791.028 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JPM REALTY INCOME FD - INSTL FUND 1372 - 1898.821 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12ISHARES S&P MIDCAP 400 INDEX FUND - 218 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13MFS INTL VALUE-I - 651.426 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14ISHARES MSCI EAFE INDEX FUND - 604 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15ARTISAN INTL VALUE FUND - INV - 1451.928 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16FMI FDS INC LARGE CAP FD - 2687.073 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17ARBITRAGE FUNDS - I CL I - 1395.672 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18JPM LARGE CAP GROWTH FD - SEL FUND 3118 - 1645.73 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19JPM INTREPID AMERICA FD - SEL FUND 1206 - 1655.538 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20JPM INTREPID VALUE FD - SEL FUND 1136 - 1461.231 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21JPM MARKET EXPANSION INDEX FD - SEL FUND 3708 - 3783.213 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22JPM TAX AWARE 3 - INSTL FUND 1236 - 2862.456 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23HIGHBRIDGE DYNAMIC COMM STRG FD -SEL - 856.693 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24MATTHEWS PACIFIC TIGER INSTL FUND - 764.237 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25JPM TR I MIDCAP CORE - SEL - 2102.136 SHS
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount036499
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount046
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
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IRS990PF/NECT0X
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.045582
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.029619
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.025562
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01695479
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101672804
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201533016
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301721009
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0971
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions083291
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1076250
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2045407
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3043992
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.100763
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions082320
IRS990PF/QualifyingDistributions/ExpensesAndContributions083291
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0971
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions083291
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JPMORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02149652886
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine102200 ROSS AVE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DALLAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0TX
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode075201
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount078364
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROGRAM SERVICES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10OHIO STATE UNIVERSITY DEVELOPMENT FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10401 FAWCETT CENTER OLENTAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0COLUMBUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode043210
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear078364
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear04927
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1078364
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted083803
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions083291
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY078876
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear078364
OtherExpensesSchedule/OtherExpenses/Description0OHIO AG FEE
OtherExpensesSchedule/OtherExpenses/Description1PROBATE COURT COSTS
OtherExpensesSchedule/OtherExpenses/Description2POWERSHARES DB SCH K-1
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0200
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps112
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome247
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0200
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks112
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks20
OtherIncreasesSchedule/OtherIncreases/Amount0149
OtherIncreasesSchedule/OtherIncreases/Description0ADJUSTMENT - RETURN OF CAPITAL
TaxesSchedule/Taxes/Amount0419
TaxesSchedule/Taxes/Amount1139
TaxesSchedule/Taxes/Amount2480
TaxesSchedule/Taxes/Category0FOREIGN DIVIDEND TAX PAID
TaxesSchedule/Taxes/Category1EXCISE TAXES PAID
TaxesSchedule/Taxes/Category2ESTIMATED TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/DisbursementsCharitablePrps20
TaxesSchedule/Taxes/NetInvestmentIncome0419
TaxesSchedule/Taxes/NetInvestmentIncome10
TaxesSchedule/Taxes/NetInvestmentIncome20
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0316330821

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,621,236
Liabilities
$0
Net assets
$1,621,236
Revenue
-
Expenses
$95,999
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.03$0.11$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.16$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.10$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.11$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.09$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10
2010Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09