Civic Intelligence

Roddick Fund

990PF • Fiscal year 2022 • EIN 34-6793439

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 28, 2023

Organization Profile
616 Mentor AvenuePainesville, OH 44077

(440) 352-0562

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

5th percentile

-185%

Higher net margin than 5% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

30th percentile

-5.5%

Faster asset growth than 30% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-71%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$768,618

Down $44,972 (-5.5%) from 2021

Net Assets

Down

$768,618

Down $44,972 (-5.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin5th percentile

Revenue

Down

$24,281

Down $59,328 (-71%) from 2021

Expenses

Up

$69,253

Up $5,751 (+9.1%) from 2021

Net Income

Down

-$44,972

Down $65,079 (-324%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.0M$500K$0Assets 2020: $793,482Liabilities 2020: $0Net Assets 2020: $793,4822020Assets 2021: $813,590Liabilities 2021: $0Net Assets 2021: $813,5902021Assets 2022: $768,618Liabilities 2022: $0Net Assets 2022: $768,6182022Assets 2024: $746,325Liabilities 2024: $0Net Assets 2024: $746,3252024

Highlighted filing

2022

Assets$768,618
Liabilities$0
Net Assets$768,618
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

$100K$50K$0-$50KRevenue 2020: $56,605Expenses 2020: $58,136Net Income 2020: -$1,5312020Revenue 2021: $83,609Expenses 2021: $63,502Net Income 2021: $20,1072021Revenue 2022: $24,281Expenses 2022: $69,253Net Income 2022: -$44,9722022Revenue 2024: $57,091Expenses 2024: $69,845Net Income 2024: -$12,7542024

Highlighted filing

2022

Revenue$24,281
Expenses$69,253
Net Income-$44,972
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 28, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ray DeLaMottePresident-$0--
Barbara BrittSecretary-$0--
David PierceTrustee-$0--
Karen GrippiTreasurerPT$0--
Joanne GurleyOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Roddick Fund
EIN
34-6793439
Address
616 Mentor Avenue, Painesville, OH 44077

Signing Officer

Name
Karen Grippi
Title
Treasurer
Phone
4403525408
Signed
2023-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Associates CPA Inc
Address
9930 Johnnycake Ridge Rd Suite 1C, Concord, OH 44060
Preparer
Elizabeth Baitt
Phone
4403520562
Raw XML Appendix342 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/Amt01520
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0398304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0473187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0352104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0311566
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01520
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01520
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt055860
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt055860
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-44972
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0248922
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018438
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt018438
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05843
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010888
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010815
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010815
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01058
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01058
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt055860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt069253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024281
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt088476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1154603
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6371
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt082105
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JP MORGAN CHASE 02049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1JP MORGAN CHASE 02049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHASE 02049 CAPITAL GAIN DISTR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05843
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-6371
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-44972
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0768618
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0813590
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0768618
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0484
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0151
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0484
IRS990PF/FMVAssetsEOYAmt0802963
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09169
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07381
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07381
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0440648
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0398304
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0473187
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0313761
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0352104
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0311566
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0813590
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0768618
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt050012
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010829
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010829
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0813590
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0914033
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt030421
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0883612
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013710
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt045016
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0900323
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0914033
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ray DeLaMotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Barbara Britt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2David Pierce
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Karen Grippi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Joanne Gurley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Officer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0616 Mentor Aveneu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1900 Bank Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27300 Pine Hill Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3228 W Washington Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4104 Levan Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Painesville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Painesville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Painesville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Painesville
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Painesville
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/ZIPCd044077
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144077
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244077
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd344077
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd444077
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt055860
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt055860
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt007
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0None
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Karen Grippi
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0228 W Washington Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Painesville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044077
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04403520562
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Grants to 61 Painesville OH area students for higher education
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0LAKE COUNTY HISTORICAL SOCIETY
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0PAINESVILLE CITY SCHOOLS EDUCATIONAL FUND
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt053500
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01360
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt01000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Letter of Request Grants open to 44077 zip code, charitable organizations or educational institutions
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Any officer Part 8
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04403520562
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0616 MENTOR AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PAINESVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd044077
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Open to high school students in the 44077 zip code, scholarships for college.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Scholarship bids due 41
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt053500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11360
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1STUDENT PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GRANTS FOR CREATIVE & UNIQUE EDUC PROJECTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1415 RIVERSIDE DRIVE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt049500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt045500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt047172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt050418
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048605
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048605
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0248450
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt055860
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt049500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt045500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt047172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt050418
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt055860
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt055860
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0297055
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0241195
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Foreign taxes paid
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09881
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1584
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt258
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3292
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09881
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1584
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt258
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3292
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt20
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1841
TaxesSchedule/TaxesDetail/Amt217
TaxesSchedule/TaxesDetail/CategoryTxt0OHIO FILING FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1841
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt217
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN GRIPPI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04403525408
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roddick Fund
ReturnHeader/Filer/BusinessNameControlTxt0RODD
ReturnHeader/Filer/EIN0346793439
ReturnHeader/Filer/USAddress/AddressLine1Txt0616 Mentor Avenue
ReturnHeader/Filer/USAddress/CityNm0Painesville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044077
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203780120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASSOCIATES CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09930 Johnnycake Ridge Rd Suite 1C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Concord
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044060
ReturnHeader/PreparerPersonGrp/PhoneNum04403520562
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIZABETH BAITT
ReturnHeader/ReturnTs02023-04-26T14:07:54-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRIPPI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$768,618
Liabilities
$0
Net assets
$768,618
Revenue
$24,281
Expenses
$69,253
Net income
-$44,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.46$0.00$7.46$0.57$0.70$0.13
2022Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.24$0.69$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$0.84$0.64$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.93$0.00$7.93$0.57$0.58$0.02