Civic Intelligence

Fred F Silk Charitable Foundation

990PF • Fiscal year 2012 • EIN 34-1651258

Oct 01, 2011 to Sep 30, 2012 • Filed on Jan 30, 2013

1731 Edmar Street44641
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

87th percentile

$57,500

Higher top officer pay than 87% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

33rd percentile

-2.0%

Faster asset growth than 33% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$5,924,542

Down $119,954 (-2.0%) from 2011

Net Assets

Down

$5,924,542

Down $119,954 (-2.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$695,182

Up $37,361 (+5.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,044,496Liabilities 2011: $0Net Assets 2011: $6,044,4962011Assets 2012: $5,924,542Liabilities 2012: $0Net Assets 2012: $5,924,5422012Assets 2013: $5,901,493Liabilities 2013: $0Net Assets 2013: $5,901,4932013Assets 2014: $5,684,144Liabilities 2014: $0Net Assets 2014: $5,684,1442014Assets 2016: $5,025,832Liabilities 2016: $0Net Assets 2016: $5,025,8322016Assets 2017: $4,794,591Liabilities 2017: $0Net Assets 2017: $4,794,5912017Assets 2018: $4,617,870Liabilities 2018: $0Net Assets 2018: $4,617,8702018Assets 2019: $4,469,713Liabilities 2019: $0Net Assets 2019: $4,469,7132019Assets 2020: $4,333,980Liabilities 2020: $0Net Assets 2020: $4,333,9802020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2012

Assets$5,924,542
Liabilities$0
Net Assets$5,924,542

Operations Trend

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

$20M$10M$0-$10M-$20MExpenses 2011: $657,8212011Expenses 2012: $695,1822012Expenses 2013: $633,0762013Revenue 2014: $503,912Expenses 2014: $729,131Net Income 2014: -$225,2192014Revenue 2016: $446,355Expenses 2016: $681,893Net Income 2016: -$235,5382016Revenue 2017: $446,832Expenses 2017: $672,079Net Income 2017: -$225,2472017Revenue 2018: $474,225Expenses 2018: $650,649Net Income 2018: -$176,4242018Revenue 2019: $535,030Expenses 2019: $870,925Net Income 2019: -$335,8952019Revenue 2020: $535,356Expenses 2020: $685,364Net Income 2020: -$150,0082020Revenue 2021: $2,703,630Expenses 2021: $18,770,136Net Income 2021: -$16,066,5062021

Highlighted filing

2012

Revenue-
Expenses$695,182
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Jan 30, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul J Helmuth CPA CFPTrusteePT$57,500-$57,500
Dennis J Fox EsqTrusteePT$57,500-$57,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Microbiology LaboratoryEducationCanton, OH, US$150,000
Paid Grant-Endowed Scholarship FundEducationCanton, OH, US$94,650
Paid Grant-Endowed Scholarship FundEducationNorth Canton, OH, US$91,572
Paid Grant-Current Operating FundCharityCanton, OH, US$49,147
Paid Grant-Endowed Scholarship FundEducationCanton, OH, US$31,840
Paid Grant-Current Operating FundCharityCanton, OH, US$27,000
Paid Grant-Endowed Scholarship FundEducationGoshen, IN, US$17,500
Paid Grant-EquipmentCharityMassillon, OH, US$16,500
Paid Grant-EquipmentCharityCanton, OH, US$15,000
Paid Grant-Endowed Scholarship FundEducationNorth Canton, OH, US$12,067
Paid Grant-Current Operating FundEducationCanton, OH, US$10,000
Paid Grant-Current Operating FundCharityCanton, OH, US$10,000
Paid Grant-Current Operating FundCharityCanton, OH, US$6,441
Paid Grant-Current Operating FundCharityMassillon, OH, US$5,940
Paid Grant-EquipmentCharityCarrollton, OH, US$5,900
Paid Grant-Current OPperating FundEducationColumbus, OH, US$5,000
Paid Grant-Current Operating FundEducationCanton, OH, US$5,000
Paid Grant-EquipmentEducationCanton, OH, US$4,000
Paid Grant-Current Operating FundCharityCanton, OH, US$4,000
Paid Grant-Current Operating FundCharityCanton, OH, US$2,500
Paid Grant-Current Operating FundReligiousOrlando, FL, US$750
Paid Grant-Endowed Maintenance FundReligiousOrrville, OH, US$500
Paid Grant-Current Operating FundReligiousOrrville, OH, US$500
Paid Grant-Endowed ScholarshipFundEducationLouisville, OH, US$500
Paid Grant-Current Operating FundReligiousPittsburgh, PA, US$100
Filing and Contact Details

Filer

EIN
34-1651258
Raw XML AppendixShowing 400 of 640 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome10
AccountingFeesSchedule/AccountingFees/Amount01622
AccountingFeesSchedule/AccountingFees/Amount14900
AccountingFeesSchedule/AccountingFees/Category0Tax preparation
AccountingFeesSchedule/AccountingFees/Category1Accounting and bookkeeping
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01622
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps12450
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome12450
GeneralExplanationAttachment/GeneralExplanation/Explanation0FootnotePart 1 - Line 13 / Part VIII - Line 1 The Co-Trustees, Dennis J. Fox, ESQ and Paul J. Helmuth, CPA CFP managed all of the Foundation's investments during the fiscal year ended September 30, 2012. The Co-Trustees services to the Foundation (Grant making, operational as well as goverance duties)are provided as independent contractors as part of their professions. The Foundation has no employees, rents no office space,etc. Mr. Helmuth (XXX-XX-7226), a sole-proprietor, reported this income on this Federal income tax return filed jointly with his wife Lavera (XXX-XX-5589). These fees were reported on Schedule C, $7,000 in 2011 and $50,500(to be included in 2012 return) and the related income tax and self-employment taxes paid. Mr. Fox (XXX-XX-0507), a sole-proprietor, reported this income on his Federal income tax return filed jointly with his wife Joanne (XXX-XX-9439). These fees were reported on Schedule C, $7,000 in 2011 and $50,500 (to be included in 2012 return) and the related income tax and self-employment taxes paid.
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue035000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue138692
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue250525
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue360000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue492781
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue594420
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue698000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue798880
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue8100000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue9100000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue10100000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue11100000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue12100000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue13100000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue14100000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue15100000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue16100125
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue17101268
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue18102775
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue19104005
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV034880
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV143232
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV251563
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV365410
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV4118097
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV5107030
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV6101871
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV7106500
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV8104210
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV9100248
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV10102260
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV11100068
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV12120364
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV1399452
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV14100210
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV15104052
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV16110059
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV17120361
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV18123453
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV19115299
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond050M Bank One Corp, 5.15% 11-15-11
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond135M JPMorgan Chase, 6.00% 12-15-28
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond240M Appalachian Power, 4.95% 2-1-15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond350M International Lease, 5.625% 9-20-13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond460M Bank of America, 5.75% 9-21-09
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5100M Citigroup, 5.85% 12-11-34
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6100M Fifth Third Bank, 4.75% 2-1-15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond798M GE Capital Retail Bk, 4.40% 12-18-13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8100M Citigroup, 6.00% 10-31-33
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9100M Goldman Sachs, 5.00% 3-15-2022
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10100M Prudential Financial, 5.75% 4-15-24
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11100M Boeing, 4.85% 5-15-13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12100m SLM Corp, 5.00% 3-15-13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13100m John Hancock Life, 6.00% 11-15-27
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14100m General Electric, 5.25% 2-15-24
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15100M Countrywide Financial,6.00% 3-16-26
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond16100M Bank of America, 4.20% 6-15-15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond17100M JP Morgan Chase, 4.40% 7-22-20
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond18100M AT&T, 5.35% 9-1-40
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond19100M, National City Corp, 6.875% 5-15-19
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond20100M Ameritech, 6.55% 1-25-28
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue011729
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue124500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue225327
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue329168
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue437304
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue538440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue651171
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue785219
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8110351
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue9117717
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10118973
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11124391
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12129934
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue13150452
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14152395
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15170699
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16174039
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue17176566
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18178446
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue19178754
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue20190750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue21194564
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue22252448
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue23457292
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue24750379
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV08257
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV163100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV225180
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV332080
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV414560
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5227440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV668260
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7227580
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8193080
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9479920
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10270000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11303600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1290620
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV13119040
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV14134840
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1595475
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16318990
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV17184840
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV18603200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV19693600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20932480
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV21566100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV221371750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV231135500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV242485000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01,000 shs McDonalds
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11,680 shs Frontoer Comm
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21,000 shs PNC Financial Services
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31,000 shs JP Morgan Chase, pfd
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41,000 shs Waste Management
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51,000 shs Cherokee
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65,000 shs American Express
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71,000 shs Travelers
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86,000 shs Coca-Cola
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock95,000 shs Emerson Electric
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock107,000 shs Abbott Laboratories
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock118,000 shs Bristol-Myers Squibb
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock127,500 shs JP Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock134,000 shs Intel
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock144,000 shs Microsoft
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock154,000 shs Diebold
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock165,000 shs Cisco Systems
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock177,000 shs Verizon Comm
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock182,000 shs 3MCo
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1916,000 shs AT&T
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2010,000 shs Procter & Gamble
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock218,000 shs Chevron
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock228,000 shs Pepsico
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2315,000 shs Exxon Mobil
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2450,000 shs General Electric
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25100,000 shs Pfizer
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal0148365
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV0167305
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0439840
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode03
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-1709
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0127
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode03
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0439967
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0-1709
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0438258
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps04072
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm02450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss06522
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps0106375
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm08625
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss0115000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0566407
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0566407
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0439840
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0439840
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-256924
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice050000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0127
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0127
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-1709
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0424802
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps02945
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm03940
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss06885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0168
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps0200
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0680017
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm015165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0695182
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0439967
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0438258
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0113610
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm015165
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0128775
IRS990PF/BalanceSheets/CapitalStockBOY06044496
IRS990PF/BalanceSheets/CapitalStockEOY05924542
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY01831181
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY01776471
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV01928619
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY04004080
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY03931008
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV010644492
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0148365
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0148365
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0167305
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY060870
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY068698
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV068698
IRS990PF/BalanceSheets/TotalAssetsBOY06044496
IRS990PF/BalanceSheets/TotalAssetsEOY05924542
IRS990PF/BalanceSheets/TotalAssetsEOYFMV012809114
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY06044496
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY05924542
IRS990PF/BalanceSheets/TotalNetAssetsBOY06044496
IRS990PF/BalanceSheets/TotalNetAssetsEOY05924542
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-1709
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis051709
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02001-08-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset050M Bank One Sub Note
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-1709
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-1709
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice050000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-256924
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0136970
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal05924542
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY06044496
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY05924542
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0586317
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0586317
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0586317
IRS990PF/DistributableAmount/MinimumInvestmentReturn0590565
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04248
IRS990PF/DistributableAmount/TotalTax04248
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01170
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment05418
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax04248
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01170
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal04248
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome04248
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments05418
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY012809114
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets011991162
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0110561
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities011880601
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0179867
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0590565
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets011811295
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets011991162
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition09.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition16.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation057500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation157500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Paul J Helmuth CPA CFP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Dennis J Fox Esq
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101731 Edmar Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine114150 Belden Village Street NW
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Louisville
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Canton
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0446412749
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1447182510
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0588931
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0584683
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.04950
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05738
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.05233
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.04803
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.05076
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.03900
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets011811295
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1011205005
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2010363520
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear309354311
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4012770358
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5013620319
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome04248
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0680017
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10642972
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20542359
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30449308
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40648230
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50531228
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.24751
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0675769
IRS990PF/QualifyingDistributions/ExpensesAndContributions0680017
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm04248
IRS990PF/QualifyingDistributions/QualifyingDistributions0680017
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Paul J Helmuth
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03308751273
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101731 Edmar Street
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Louisville
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0446412749
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0750
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount191572
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount212067
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount42500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount527000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount64000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount710000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount85900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount95940
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount10500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1215000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1394650
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1431840
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount15500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1649147
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount176441
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1816500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1917500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount204000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2210000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount23150000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount245000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Endowed Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Endowed Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Current OPperating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6Equipment
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8Equipment
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10Endowed Maintenance Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12Equipment
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13Endowed Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14Endowed Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15Endowed ScholarshipFund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution16Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution17Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution18Equipment
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution19Endowed Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution20Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution21Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution22Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution23Microbiology Laboratory
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution24Current Operating Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Religious
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Education

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings