Civic Intelligence

Joseph J Schott Foundation

EIN 34-6513748 • Mount Pleasant, SC

703 Olde Central WayMount Pleasant, SC 29464
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

2nd percentile

-195%

Higher net margin than 2% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$36,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-70%

Faster revenue growth than 3% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,069,497

Up $1,682,919 (+23%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,069,497

Up $1,682,919 (+23%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin2nd percentile

Revenue

Down

$238,021

Down $543,449 (-70%) from 2023

Expenses

Down

$701,417

Down $149,187 (-18%) from 2023

Net Income

Down

-$463,396

Down $394,262 (-570%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$15M$10M$5.0M$0Assets 2016: $7,464,966Liabilities 2016: $0Net Assets 2016: $7,464,9662016Assets 2017: $7,776,712Liabilities 2017: $0Net Assets 2017: $7,776,7122017Assets 2018: $10,607,144Liabilities 2018: $0Net Assets 2018: $10,607,1442018Assets 2019: $10,766,697Liabilities 2019: $0Net Assets 2019: $10,766,6972019Assets 2020: $10,071,906Liabilities 2020: $0Net Assets 2020: $10,071,9062020Assets 2021: $10,129,137Liabilities 2021: $0Net Assets 2021: $10,129,1372021Assets 2022: $9,953,433Liabilities 2022: $0Net Assets 2022: $9,953,4332022Assets 2023: $7,386,578Liabilities 2023: $0Net Assets 2023: $7,386,5782023Assets 2024: $9,069,497Liabilities 2024: $0Net Assets 2024: $9,069,4972024

Highlighted filing

2024

Assets$9,069,497
Liabilities$0
Net Assets$9,069,497
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2016: $471,428Expenses 2016: $594,141Net Income 2016: -$122,7132016Revenue 2017: $461,802Expenses 2017: $589,796Net Income 2017: -$127,9942017Revenue 2018: $3,428,169Expenses 2018: $670,188Net Income 2018: $2,757,9812018Revenue 2019: $392,581Expenses 2019: $636,431Net Income 2019: -$243,8502019Revenue 2020: -$81,778Expenses 2020: $614,749Net Income 2020: -$696,5272020Revenue 2021: $592,183Expenses 2021: $631,138Net Income 2021: -$38,9552021Revenue 2022: $336,469Expenses 2022: $527,970Net Income 2022: -$191,5012022Revenue 2023: $781,470Expenses 2023: $850,604Net Income 2023: -$69,1342023Revenue 2024: $238,021Expenses 2024: $701,417Net Income 2024: -$463,3962024

Highlighted filing

2024

Revenue$238,021
Expenses$701,417
Net Income-$463,396
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,069,497
Liabilities
$0
Net assets
$9,069,497
Revenue
$238,021
Expenses
$701,417
Net income
-$463,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.07$0.00$9.07$0.24$0.70$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.39$0.00$7.39$0.78$0.85$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.95$0.00$9.95$0.34$0.53$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.1$0.00$10.1$0.59$0.63$0.04
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.08$0.61$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$0.39$0.64$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.00$10.6$3.43$0.67$2.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.78$0.00$7.78$0.46$0.59$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.46$0.00$7.46$0.47$0.59$0.12
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH S SAALVice President/TreasurerPT$36,000-$36,000
WILLIAM DUNNE SAALPresidentPT$36,000-$36,000
R GREGORY SCHOTTSecretaryPT$36,000-$36,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHARBOR HALLGENERAL OPERATION-HARBOR SPRINGS, MI, US$75,000
Paid GrantSCHOTT MEMORIAL CENTERGENERAL OPERATION-COOPER CITY, FL, US$45,000
Paid GrantROPER HOSPITAL FOUNDATIONGENERAL OPERATION-CHARLESTON, SC, US$35,000
Paid GrantCAROLINA ART ASSOCIATIONGENERAL OPERATION-CHARLESTON, SC, US$31,000
Paid GrantONE80 PLACEGENERAL OPERATION-CHARLESTON, SC, US$30,000
Paid GrantCHARLESTON LIBRARY SOCIETYGENERAL OPERATION-CHARLESTON, SC, US$26,000
Paid GrantDEE NORTON LOWCOUNTRY CHILDREN'S CENTERABOVE AND BEYOND CAPITAL-CHARLESTON, SC, US$25,000
Paid GrantPORTER-GAUD FOUNDATIONRENEWAL CAPITAL CAMPAIGN-CHARLESTON, SC, US$25,000
Paid GrantTHE CHILDREN'S MUSEUM OF THE LOWCOUNTRYMAKE AND BELIEVE CAPITAL CAMPAIGN-CHARLESTON, SC, US$25,000
Paid GrantST XAVIER HIGH SCHOOLNEED BASED SCHOLARSHIP PROGRAM-CINCINNATI, OH, US$15,000
Paid GrantMUSC CHILDREN'SGENERAL OPERATING-CHARLESTON, SC, US$10,000
Paid GrantN MI HOSPITALGENERAL OPERATION-PETOSKEY, MI, US$10,000
Paid GrantNATIONAL CATHOLIC PARTNERSHIP ON DISABILITYGENERAL OPERATION-WASHINGTON, DC, US$10,000
Paid GrantNCHCORONA VIRUS-NAPLES, FL, US$10,000
Paid GrantSC AQUARIUMGENERAL OPERATION-CHARLESTON, SC, US$10,000
Paid GrantST RITAGENERAL OPERATING-CINCINNATI, OH, US$10,000
Paid GrantTRIDENT UNITED WAYCOVID 19 RESPONSE-N CHARLESTON, SC, US$10,000
Paid GrantCLAFIN UNIVERSITYGENERAL OPERATION-ORANGEBURG, SC, US$5,000
Paid GrantLOWCOUNTRY FOOD BANKCOVID 19 RESPONSE-CHARLESTON, SC, US$5,000
Paid GrantMEET THE NEEDS CHARLESTONCOVID 19 RESPONSE-MOUNT PLEASANT, SC, US$5,000
Paid GrantMT SINAI MEDICAL CENTER FOUNDATIONGENERAL OPERATING-MIAMI BEACH, FL, US$5,000
Paid GrantN MICHIGAN HOSPITAL FOUNDATIONEMERGENCY RESPONSE FUND-PETOSKEY, MI, US$5,000
Paid GrantNORTHWESTERN MEMORIAL FOUNDATIONGENERAL OPERATION-CHICAGO, IL, US$5,000
Paid GrantRONALD MCDONALD HOUSE CHARLESTONGENERAL OPERATION-CHARLESTON, SC, US$5,000
Paid GrantTHE CUSHMAN SCHOOLGENERAL OPERATION-MIAMI, FL, US$5,000
Paid GrantBEST BUDDIESGENERAL OPERATING-MIAMI, FL, US$2,500
Paid GrantCANCER ALLIANCE OF NAPLESGENERAL OPERATION-BONITA SPRINGS, FL, US$2,500
Paid GrantFRIENDSHIP CICLEGENERAL OPERATING-MIAMI, FL, US$2,500
Paid GrantGARGIULO EDUCATION CENTERGENERAL OPERTION-NAPLES, FL, US$2,500
Paid GrantHARRY CHAPINGENERAL OPERATING-FT MYERS, FL, US$2,500
Paid GrantST MATTHEWSGENERAL OPERATING-NAPLES, FL, US$2,500
Paid GrantYOUTH HAVENGENERAL OPERATION-NAPLES, FL, US$2,500
Paid GrantBLISSGENERAL OPERATION-MOUNT PLEASANT, SC, US$1,500
Paid GrantST FRANCISGENERAL OPERATION-PETOSKEY, MI, US$1,500
Paid GrantDAN MARINO FOUNDATIONGENERAL OPERATION-FORT LAUDERDALE, FL, US$1,000
Paid GrantHARBOR SPRINGS LIBRARYGENERAL OPERATION-HARBOR SPRINGS, MI, US$1,000
Paid GrantJUNIOR ACHIEVEMENT OF SW FLGENERAL OPERTION-FORT MYERS, FL, US$1,000
Filing and Contact Details

Filer

Filer Name
Joseph J Schott Foundation
EIN
34-6513748
Phone
8436708716
Address
703 OLDE CENTRAL WAY, MOUNT PLEASANT, SC 29464

Signing Officer

Name
William D Saal Jr
Title
President
Phone
8436708716
Signed
2021-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Moss & Yantis CPA Pa
Address
PO BOX 2425, MT PLEASANT, SC 29465
Preparer
Deanna R Moss CPA
Phone
8436062349
Raw XML AppendixShowing 400 of 745 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.

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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01451
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03185
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt030229
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035054
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0563938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt049209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0614749
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0232944
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-81778
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt098438
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt049209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0149249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0625150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11851407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-19807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-295727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-19807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-295727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0605343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11555680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPTRUST STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPTRUST STOCK SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MSCI FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RUSSELL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-314722
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-696527
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05400
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07136
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010077306
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010766697
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010071906
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0533396
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0533396
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0533396
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0535950
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02554
IRS990PF/DistributableAmountGrp/TotalTaxAmt02554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06482
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06482
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09036
IRS990PF/FMVAssetsEOYAmt011807754
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt037547
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt078813
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt078813
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010303710
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09836149
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011571997
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt010766697
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010071906
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0425440
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0156944
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0156944
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010766697
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010071906
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011807754
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010766697
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010071906
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010766697
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010071906
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010882237
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0510755
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010371482
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0163234
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0535950
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010719003
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010882237
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CAPTRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1WELLS FARGO ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2BOYD WATTERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt026250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt04208 SIX FORKS ROAD SUITE 1700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1255 E 5TH STREET 1400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2ONE NORTH WACKER DRIVE SUITE 4025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd027609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd145202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd260606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt036000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt136000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt236000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH S SAAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM DUNNE SAAL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2R GREGORY SCHOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0703 OLDE CENTRAL WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1703 OLDE CENTRAL WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2703 OLDE CENTRAL WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MOUNT PLEASANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MOUNT PLEASANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MOUNT PLEASANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd129464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd229464
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0563938
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0563938
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0563938
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0CAPITAL LOSSES FROM STOCK SALES FOR 2020
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM D SAAL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0703 OLDE CENTRAL WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MOUNT PLEASANT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0SC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd029464
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08436708716
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT REQUEST ARE SENT TO THE ATTENTION OF TRUSTEE LISTED IN LINE 2A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM DUNNE SAAL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08436708716
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0703 OLDE CENTRAL WAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MOUNT PLEASANT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0SC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd029464
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt331000

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