Civic Intelligence

Joseph J Schott Foundation

990PF • Fiscal year 2018 • EIN 34-6513748

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization Profile
703 Olde Central WayMount Pleasant, SC 29464

(843) 670-8716

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

13th percentile

0.00x

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

2018 filings • $10M-$25M nonprofits • Source year 2018

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$32,000

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2018 filings • $10M-$25M nonprofits • Source year 2018

Asset Growth

92nd percentile

36%

Faster asset growth than 92% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

642%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$10,607,144

Up $2,830,432 (+36%) from 2017

Net Assets

Up

$10,607,144

Up $2,830,432 (+36%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin96th percentile

Revenue

Up

$3,428,169

Up $2,966,367 (+642%) from 2017

Expenses

Up

$670,188

Up $80,392 (+14%) from 2017

Net Income

Up

$2,757,981

Up $2,885,975 (+2255%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$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

2018

Assets$10,607,144
Liabilities$0
Net Assets$10,607,144
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

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

2018

Revenue$3,428,169
Expenses$670,188
Net Income$2,757,981
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH S SAALVice President/TreasurerPT$32,000-$32,000
WILLIAM DUNNE SAALPresidentPT$32,000-$32,000
R GREGORY SCHOTTSecretaryPT$32,000-$32,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHOTT MEMORIAL CENTERCAPITAL IMPROVEMENTSPCCOOPER CITY, FL, US$100,000
Paid GrantCHARLESTON LIBRARY SOCIETYGENERAL OPERATINGPCCHARLESTON, SC, US$25,000
Paid GrantCHILDRENS MUSEUM OF THE LOWCOUNTRYGENERAL OPERATINGPCCHARLESTON, SC, US$25,000
Paid GrantDEE NORTON LOWCOUNTRY CHILDREN'S CENTERABOVE AND BEYOND CAPITALPCCHARLESTON, SC, US$25,000
Paid GrantROPER ST FRANCIS FOUNDATIONCANCER WELLNESSPCCHARLESTON, SC, US$25,000
Paid GrantROPER ST FRANCIS FOUNDATIONSTOKE CAMPAIGNPCCHARLESTON, SC, US$25,000
Paid GrantARCHDIOCESE OF MIAMISEMINARIESPCMIAMI SHORES, FL, US$25,000
Paid GrantPORTER-GAUD FOUNDATIONRENEWAL CAPITAL CAMPAIGNPCCHARLESTON, SC, US$25,000
Paid GrantNATIONAL CATHOLIC PARTNERSHIP ON DISABILITYGENERAL OPERATINGPCWASHINGTON, DC, US$20,750
Paid GrantONE80 PLACEGENERAL OPERATINGPCCHARLESTON, SC, US$20,000
Paid GrantCAROLINA ART ASSOCIATIONFUNDRAISING SPONSORSHIPPCCHARLESTON, SC, US$15,000
Paid GrantNCH HEALTHCARE FOUNDATIONGENERAL OPERATINGPCNAPLES, FL, US$15,000
Paid GrantST XAVIER HIGH SCHOOLNEED BASED SCHOLARSHIP PROGRAMPCCINCINNATI, OH, US$15,000
Paid GrantGREAT LAKES CENTER FOR THE ARTSGENERAL OPERATINGPCBAY HARBOR, MI, US$12,500
Paid GrantMCLAREN NORTHERN MICHIGAN FOUNDATIONCAPITAL CAMPAIGNPCPETOSKEY, MI, US$10,000
Paid GrantST RITAS SCHOOL FOR THE DEAFGENERAL OPERATINGPCCINCINNATI, OH, US$10,000
Paid GrantTRIDENT UNITED WAYGENERAL OPERATINGPCNORTH CHARLESTON, SC, US$10,000
Paid GrantCOLLEGE OF CHARLESTON FOUNDATIONHEALTH AND HUMAN PERFORMANCE SPEAKING SERIESPCCHARLESTON, SC, US$10,000
Paid GrantMUSC CHILDREN'S HOSPITAL FUNDGENERAL OPEARTINGPCCHARLESTON, SC, US$10,000
Paid GrantSOUTH CAROLINA AQUARIUMGENERAL OPERATINGPCCHARLESTON, SC, US$10,000
Paid GrantGARGIULO EDUCATION CENTERREPLACE HVAC SYSTEMPCNAPLES, FL, US$6,400
Paid GrantDISCALCED CARMELITE NUNSGENERAL OPERATINGPCHIALEAH, FL, US$5,000
Paid GrantFBI MIAMI CAAAGENERAL OPERATINGPCPEMBROKE PINES, FL, US$5,000
Paid GrantLIBERTY YOUTH RANCHGENERAL OPEARTINGPCBONITA SPRINGS, FL, US$5,000
Paid GrantREADING PARTNERS SOUTH CAROLINAGENERAL OPEARATINGPCNORTH CHARLESTON, SC, US$5,000
Paid GrantRONALD MCDONALD HOUSE CHARLESTONGENERAL OPERATINGPCCHARLESTON, SC, US$5,000
Paid GrantST JOSEPH CATHOLIC CHURCH75TH ANNIVERSARYPCMIAMI BEACH, FL, US$5,000
Paid GrantVILLAGE REPERTORY COVILLAGE REPERTORY CO. TEEN TROUPE PRODUCTION AND EDUCTION PROGRAMPCCHARLESTON, SC, US$5,000
Paid GrantYMCA OF GREATER CINCINNATIUPDATING FERRIS SWIMMING POOLPCBLUE ASH, OH, US$5,000
Paid GrantAMERICAN LUNG ASSOCIATIONCAMP BREATH EASYPCCHARLESTON, SC, US$4,000
Paid GrantBEST BUDDIES INTERNATIONAL-MIAMI FLGENERAL OPERATINGPCMIAMI, FL, US$2,500
Paid GrantBLISS SPIRITUAL CO-OPGENERAL OPERATINGPCMOUNT PLEASANT, SC, US$2,500
Paid GrantFEED THE NEED CHARLESTONGENERAL OPERATINGPCMOUNT PLEASANT, SC, US$2,500
Paid GrantHOLY ANGELSGENERAL OPERATINGPCBELMONT, NC, US$2,500
Paid GrantCANCER ALLIANCE OF NAPLESGENERAL OPEARTINGPCBONITA SPRINGS, FL, US$2,500
Paid GrantAMERICAN BRAIN TUMER ASSOCIATIONGENERAL OPERATINGPCCHICAGO, IL, US$1,000
Paid GrantDAN MARINO FOUNDATIONWALKABOUT AUTISMPCFORT LAUDERDALE, FL, US$1,000
Paid GrantHARBOR SPRINGS LIBRARYGENERAL OPERATINGPCHARBOR SPRINGS, MI, US$1,000
Paid GrantHARRY CHAPINS FOOD BANK OF SOUTHWEST FLGENERAL OPERATINGGENERAL OPERATINGPCFORT MYERS, FL, US$1,000
Paid GrantREDUX CONTEMPORARY ART CENTEREVENT SPONSORSHIPPCCHARLESTON, SC, US$1,000
Paid GrantST PATRICK CATHOLIC CHURCHGENERAL OPERATINGPCCHARLESTON, SC, US$1,000
Paid GrantBOY SCOUT OF AMERICAGENERAL OPERATINGPCMADISON, WI, US$500
Paid GrantCOASTAL COMMUNITY FOUNDATIONCAPITAL CAMPAIGNPCCHARLESTON, SC, US$500
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
2019-11-12
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
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08989
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt056316
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt065305
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0585
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0585
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0597380
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt072808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0670188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03428169
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03428169
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt094230
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt072808
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0167038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0271417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15186560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2242037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt043707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13140706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-3230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt043707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13140706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-3230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0315124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18327266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2238807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO 5625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO 5625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPTRUST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03181183
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02757981
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt072451
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010607144
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07776712
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010607144
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0472079
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0472079
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0472079
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0539186
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt067107
IRS990PF/DistributableAmountGrp/TotalTaxAmt067107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08518
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt025100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt067107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt067107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt067107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt033489
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt033618
IRS990PF/FMVAssetsEOYAmt09704785
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0411561
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0111798
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0111798
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07365151
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010364473
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09462114
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0130873
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0130873
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07776712
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010607144
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07776712
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010607144
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09704785
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07776712
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010607144
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07776712
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010607144
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010947942
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0496829
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010451113
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0164219
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0539186
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010783723
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010947942
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0WELLS FARGO ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BOYD WATTERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2CAPTRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt034538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt121758
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt29009
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0255 E 5TH STREET 1400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1ONE NORTH WACKER DRIVE SUITE 4025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt24208 SIX FORKS ROAD SUITE 1700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd045202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd160606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd227609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt032000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt132000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt232000
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/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0571203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0604757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0503596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0528269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0757999
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0655370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0687488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052969
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.062715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt033554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt010783723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09659687
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09683402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt012086391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt014682860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt013531763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0597380
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.264844
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0597380
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0597380
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0597380
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

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,607,144
Liabilities
$0
Net assets
$10,607,144
Revenue
$3,428,169
Expenses
$670,188
Net income
$2,757,981
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
2018Detailed filing. Detailed filing data is available for this year.$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