Civic Intelligence

Elizabeth Ring Mather and William Gwinn Mather Fund

990PF • Fiscal year 2015 • EIN 34-6519863

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

1375 E Ninth St Suite 900Cleveland, OH 44114

(216) 696-4200

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

20th percentile

-8.8%

Higher net margin than 20% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

47th percentile

0.4%

Faster asset growth than 47% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-41%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Up

$15,480,743

Up $62,951 (+0.4%) from 2014

Net Assets

Up

$15,480,743

Up $62,951 (+0.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$1,262,947

Down $878,215 (-41%) from 2014

Expenses

Down

$1,374,032

Down $227,486 (-14%) from 2014

Net Income

Down

-$111,085

Down $650,729 (-121%) from 2014

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $12,037,705Liabilities 2010: $0Net Assets 2010: $12,037,7052010Assets 2011: $12,142,922Liabilities 2011: $0Net Assets 2011: $12,142,9222011Assets 2012: $13,512,217Liabilities 2012: $0Net Assets 2012: $13,512,2172012Assets 2013: $15,007,771Liabilities 2013: $0Net Assets 2013: $15,007,7712013Assets 2014: $15,417,792Liabilities 2014: $0Net Assets 2014: $15,417,7922014Assets 2015: $15,480,743Liabilities 2015: $0Net Assets 2015: $15,480,7432015Assets 2016: $15,904,634Liabilities 2016: $0Net Assets 2016: $15,904,6342016Assets 2017: $16,708,734Liabilities 2017: $0Net Assets 2017: $16,708,7342017Assets 2018: $16,891,508Liabilities 2018: $0Net Assets 2018: $16,891,5082018Assets 2019: $16,317,369Liabilities 2019: $0Net Assets 2019: $16,317,3692019Assets 2020: $16,400,938Liabilities 2020: $0Net Assets 2020: $16,400,9382020Assets 2021: $17,478,279Liabilities 2021: $0Net Assets 2021: $17,478,2792021Assets 2022: $18,540,803Liabilities 2022: $0Net Assets 2022: $18,540,8032022Assets 2023: $19,344,788Liabilities 2023: $0Net Assets 2023: $19,344,7882023Assets 2024: $22,155,154Liabilities 2024: $0Net Assets 2024: $22,155,1542024

Highlighted filing

2015

Assets$15,480,743
Liabilities$0
Net Assets$15,480,743

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,198,7442010Expenses 2011: $1,452,7512011Expenses 2012: $1,452,3912012Revenue 2013: $2,935,199Expenses 2013: $1,431,579Net Income 2013: $1,503,6202013Revenue 2014: $2,141,162Expenses 2014: $1,601,518Net Income 2014: $539,6442014Revenue 2015: $1,262,947Expenses 2015: $1,374,032Net Income 2015: -$111,0852015Revenue 2016: $1,359,583Expenses 2016: $1,438,037Net Income 2016: -$78,4542016Revenue 2017: $2,033,886Expenses 2017: $1,421,291Net Income 2017: $612,5952017Revenue 2018: $1,433,955Expenses 2018: $1,344,619Net Income 2018: $89,3362018Revenue 2019: $1,062,981Expenses 2019: $1,305,004Net Income 2019: -$242,0232019Revenue 2020: $1,418,870Expenses 2020: $1,307,841Net Income 2020: $111,0292020Revenue 2021: $2,242,059Expenses 2021: $898,214Net Income 2021: $1,343,8452021Revenue 2022: $2,137,026Expenses 2022: $1,432,958Net Income 2022: $704,0682022Revenue 2023: $1,908,925Expenses 2023: $1,100,539Net Income 2023: $808,3862023Revenue 2024: $4,150,536Expenses 2024: $1,324,121Net Income 2024: $2,826,4152024

Highlighted filing

2015

Revenue$1,262,947
Expenses$1,374,032
Net Income-$111,085
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LUCY WELLERPresident-$0--
CORNELIA I HALLINANSecretary-$0--
GEORGE R IRELANDTreasurer-$0--
JAMES D IRELAND IIITrustee-$0--
TESS IRELAND HALLINANTrustee-$0--
JAMES D IRELAND IVTrustee-$0--
KATHERINE I IRELANDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Elizabeth Ring Mather
EIN
34-6519863
Phone
2166964200
Address
1375 E NINTH ST SUITE 900, CLEVELAND, OH 44114

Signing Officer

Name
George R Ireland
Title
Treasurer
Signed
2016-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Schneider Smeltz Spieth Bell LLP
Address
1375 E 9th St Ste 900, Cleveland, OH 44114
Preparer
Phillip A Ranney
Phone
2166964200
Raw XML AppendixShowing 400 of 1,442 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/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt019600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0McGLADREY & PULLEN
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt09800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09800
ExplnOfNonFilingWithAGStmt/ExplanationTxt0State of Ohio no longer requires a copy of Form 990-PF to be submitted to the state.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Dreihaus Active Income - 0 Shares
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Eaton Vance - 175,935.437 Shares
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Metro West Bd Cl I 0 Shares
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01604143
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01479617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0935058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11586572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21648088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3349349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41487430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5888027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6458845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72182605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82132980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0943512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11610433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21260703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3480837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41757509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5572773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6524250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72270624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82635143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Artisan Mid Cap Val Fund - 50,320.652 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Habor Inter. Fund -27,097.985 Shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Lazard Funds - 93802.32 Shares
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Oak Ridge SC Gr - 14,063.668 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Virtus Foreign Opport - 61,905.927 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Credit Suisse Com. Fund-127,000.56 Share
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Ishares Russell 2000 GrowthEFT - 3,764 S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BRC Investment
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Vanguard 500 Index-Admiral-13,981.4 Sh
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt078609
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Furniture and Fixtures
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt078609
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt078609
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0600000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1214655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2903373
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Madrona Venture Fund I-A, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Peppertree Fund, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Peppertree Special Venture Fund, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Primus Capital Fund V, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Primus Capital Fund VI, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Cornerstone Patriot Fund, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SPDR Gold-1,734 Shares
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Steelpath MLP Alpha Cl Y-91768.991 Share
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt016257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt167757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt297019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3108803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4216604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51092128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6175932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7805732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0328300
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0341539
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0914
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Fee Credit
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Peppertree Fund, LP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Peppertree Special Ventur
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3Primus Capital Fund V
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt01280
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt1461
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt2457
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt3-8
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-441
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-436
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt2-223
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0670753
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt02190
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-1100
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0671843
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0341539
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01151500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01151500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0591104
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0328300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0328300
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-111085
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08932946
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0914
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0914
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt044117
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt044117
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt088234
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0341539
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0561837
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0363
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011479
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011842
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01090
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01090
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt034267
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt034267
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt068534
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010343
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt028443
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01245926
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0110006
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01374032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0671843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01262947
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt094426
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0110006
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0222532
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05879
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2540467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3251018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4402216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5225699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6657784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt76513315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1129232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt234399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt334403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-3631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt530324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-250467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-16018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-2216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-11105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-9060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14150431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt152267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1628082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1748033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18162753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-59
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1129232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt234399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt334403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-3631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt530324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7263
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-250467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-16018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-2216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-11105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-9060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14150431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt152267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1628082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1748033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18162753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-59
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1129232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt234399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt334403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt530324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8290000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9235000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11214594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12648724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14150431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1628082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1748033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt186676068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PRIMUS V
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PRIMUS VI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PEPPERTREE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PEPPERTREE SVF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MADRONA VENTURE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CORNERSTONE PATRIOT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PETER KEISOGLOFF RARE BOOKS6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PETER KEISOGLOFF RARE BOOKS6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc857312.253 CREDIT SUISSE COMMODITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc922882.181 DREIHAUS ACTIVE INC. FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1036934.441 METRO WEST T/R BD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1121163.076 DREIHAUS ACTIVE INC. FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1260402.565 METRO WEST T/R BD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13LAZARD FUNDS EMERGING LTCG DISTRI.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ARTISAN MIDCAP VALUE LTCG DISTRI.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15OAK RIDGE SMALL CAP GR CL A LTCG DISTRI.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16OAK RIDGE SMALL CAP GR CL A LTCG DISTRI.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17HARBOR INTERNATIONAL FUND LTCG DISTRI.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18BRC INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19SPDR GOLD TR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0341539
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-111085
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt016094
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0190130
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015496837
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015417792
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015480743
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0875072
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0875072
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0875072
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0886309
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011237
IRS990PF/DistributableAmountGrp/TotalTaxAmt011237
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt03100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011237
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011237
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011237
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt019343
IRS990PF/FMVAssetsEOYAmt016605251
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01399713
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt015417792
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt015480743
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03015859
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01604143
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01479617
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09957819
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011668954
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012055784
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt078609
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt078618
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt078609
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt078609
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0828048
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01718028
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02580232
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0137735
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0411009
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0411009
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015417792
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt015480743
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt016605251
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015417792
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt015480743
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015417792
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt015480743
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017996114
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0552080
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017444034
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0269942
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0886309
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017726172
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017996114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Schneider Smeltz Ranney & LaFond PLL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt088346
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Legal, acct., admin.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01375 E Ninth St Suite 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Cleveland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd044114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LUCY WELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CORNELIA I HALLINAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GEORGE R IRELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES D IRELAND III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TESS IRELAND HALLINAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5JAMES D IRELAND IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6KATHERINE I IRELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01375 E NINTH ST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11375 E NINTH ST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21375 E NINTH ST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31375 E NINTH ST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41375 E NINTH ST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51375 E NINTH ST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61375 E NINTH ST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd344114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd444114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd544114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd644114
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01542212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01547830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01447927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01327144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01342832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01331505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01084968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.087002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.08127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.07924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.08985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.09760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.08704
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt017726172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt017816519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016748290

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$4.15$1.32$2.83
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.00$19.3$1.91$1.10$0.81
2022Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$2.14$1.43$0.70
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.5$0.00$17.5$2.24$0.90$1.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$0.00$16.4$1.42$1.31$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.00$16.3$1.06$1.31$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$0.00$16.9$1.43$1.34$0.09
2017Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$2.03$1.42$0.61
2016Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$1.36$1.44$0.08
2015Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$1.26$1.37$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$2.14$1.60$0.54
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.0$0.00$15.0$2.94$1.43$1.50
2012Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.45
2011Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.45
2010Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$1.20