Civic Intelligence

Dorothy B Francis Charitable Founda Tion

990PF • Fiscal year 2012 • EIN 35-2235189

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 30, 2013

Organization Profile
8044 Montgomery Road45236
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$4,276,863

No earlier filing loaded for comparison.

Net Assets

$4,276,863

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$53,781

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,276,863Liabilities 2012: $0Net Assets 2012: $4,276,8632012Assets 2013: $4,233,225Liabilities 2013: $0Net Assets 2013: $4,233,2252013Assets 2014: $4,033,885Liabilities 2014: $0Net Assets 2014: $4,033,8852014Assets 2015: $3,961,495Liabilities 2015: $0Net Assets 2015: $3,961,4952015Assets 2016: $4,112,024Liabilities 2016: $0Net Assets 2016: $4,112,0242016Assets 2017: $4,018,503Liabilities 2017: $0Net Assets 2017: $4,018,5032017Assets 2018: $4,026,584Liabilities 2018: $0Net Assets 2018: $4,026,5842018Assets 2019: $3,974,039Liabilities 2019: $0Net Assets 2019: $3,974,0392019Assets 2020: $3,611,014Liabilities 2020: $0Net Assets 2020: $3,611,0142020Assets 2021: $3,643,063Liabilities 2021: $0Net Assets 2021: $3,643,0632021Assets 2022: $3,617,652Liabilities 2022: $0Net Assets 2022: $3,617,6522022Assets 2023: $3,554,552Liabilities 2023: $0Net Assets 2023: $3,554,5522023Assets 2024: $3,259,818Liabilities 2024: $0Net Assets 2024: $3,259,8182024

Highlighted filing

2012

Assets$4,276,863
Liabilities$0
Net Assets$4,276,863
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$500K$0-$500KExpenses 2012: $53,7812012Revenue 2013: $253,663Expenses 2013: $271,249Net Income 2013: -$17,5862013Revenue 2014: $128,529Expenses 2014: $344,817Net Income 2014: -$216,2882014Revenue 2015: $245,560Expenses 2015: $354,172Net Income 2015: -$108,6122015Revenue 2016: $332,445Expenses 2016: $324,430Net Income 2016: $8,0152016Revenue 2017: $262,406Expenses 2017: $360,375Net Income 2017: -$97,9692017Revenue 2018: $379,103Expenses 2018: $302,169Net Income 2018: $76,9342018Revenue 2019: $270,339Expenses 2019: $399,183Net Income 2019: -$128,8442019Revenue 2020: -$62,690Expenses 2020: $349,169Net Income 2020: -$411,8592020Revenue 2021: $417,192Expenses 2021: $393,495Net Income 2021: $23,6972021Revenue 2022: $499,179Expenses 2022: $417,849Net Income 2022: $81,3302022Revenue 2023: $303,904Expenses 2023: $386,212Net Income 2023: -$82,3082023Revenue 2024: $311,493Expenses 2024: $450,356Net Income 2024: -$138,8632024

Highlighted filing

2012

Revenue-
Expenses$53,781
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 30, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
VIRGINIA CLARKSecretary-$0--
DAIN PAIGETreasurer-$0--
DAVID J ALEXPresident-$0--
CAROLYN McCLINTOCKVice President-$0--
DOROTHY B FRANCISChair Emeritus-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL CHARITABLE-CINCINNATI, OH, US$10,000
Paid Grant-GENERAL CHARITABLE-CINCINNATI, OH, US$10,000
Paid Grant-GENERAL CHARITABLE-CINCINNATI, OH, US$100
Paid Grant-GENERAL CHARITABLE-WASHINGTON, DC, US$100
Paid Grant-GENERAL CHARITABLE-WASHINGTON, DC, US$50
Filing and Contact Details

Filer

EIN
35-2235189
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7264500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7323616
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7490539
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7598519
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0PHILLIPS 66 SHS - 549.0803 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1DUKE ENERGY CORP NEW - 1109.0472 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DOUBLELINE TOTAL RETURN BOND FUND CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3COHEN AND STEERS QUALITY INCOME REALTY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4WALGREEN CO - 505.5053 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5BOARDWALK PIPELINE PTNRS - 529.7904 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6VALERO ENERGY CORP NEW - 1816.1165 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7TEVA PHARMACTCL INDS ADR - 715.3119 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ROYAL DUTCH SHEL PLC SPONS ADR B - 600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9NATIONAL GRID PLC SP ADR - 1,200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10MARATHON PETROLEUM CORP - 2,040.8571 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11JOHNSON AND JOHNSON COM - 422.0312 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12FORD MOTOR CO - 3201.7772 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CISCO SYSTEMS INC - 2017.3744 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14APPLE INC - 100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15PROLOGIS INC - 520.546 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16AXIS CAPITAL HOLDINGS LTD - 3215.0820 SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17ABBOTT LABS - 842.4927 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18PRINCIPAL GLOBAL DIVERSIFIED INCOME CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19EATON VANCE TAX-MNGD GLBL DIV EQTY INCM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20EATON VANCE TAX-MANAGED DIVER EQTY INCM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21WELLPOINT INC - 400 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22WILLIAMS PARTNERS LP - 931.3025 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23ENERGY TRANSFER PTNRS LP - 6,484.1028 SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24TEXAS INSTRUMENTS - 1303.8837 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25SEADRILL LTD - 2,814.0864 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26J M SMUCKER CO - 100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27PETROLEO BRAS SA ADR - 9,645.8016 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28PPL CORPORATION - 1,619.3661 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29NEXTERA ENERGY INC SHS - 1,038.9457 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30MICROSOFT CORP - 1,241.3510 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31MERCK AND CO INC SHS - 1,564.5825 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32MEDCO HEALTH SOLUTIONS I - 200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33ELI LILLY & CO - 3,193.2493 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34JPMORGAN CHASE & CO - 824.2361 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35EXXON MOBIL CORP - 600 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36COCA COLA COM - 200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37BRISTOL-MYERS SQUIBB CO - 1599.4407 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38BERKSHIRE HATHAWAYINC - 500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39TCW TOTAL RETURN BOND FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40WESTERN ASSET/CLAYMORE INFLATION-LINKED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41FIRST TRUST ENH EQUITY INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42WAL-MART STORES INC - 1,026.2949 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43BUCKEYE PARTNERS LP - 1,795.9326 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44PROGRESS ENERGY INC - 1,211.8260 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45HCP INC - 648.7482 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46FRANCE TELECOM ADR - 2,165.6988 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47EXELON CORPORATION - 1617.0586 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48CHEVRON CORP - 100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49CENTURYLINK INC - 4,400.3831 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50CSX CORP - 1829.5448 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51BOEING COMPANY - 609.6471 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52ARCHER DANIELS MIDLD - 588.9134 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53AMERICAN FINL GRP HLDGS - 1,028.8448 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54AFLAC INC - 1,025.0676 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55BLACKROCK HLTH SCIENCES TRUST
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56EATON VANCE TAX MAN GLB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57MFS INTERMEDIATE INCOME
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58UNITEDHEALTH GROUP INC - 100 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59PITNEY BOWES INC - 1,143.8585 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60PFIZER INC- 1,119.6148 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61MONSANTO CO NEW DEL COM - 398 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62CHESAPEAKE ENERGY OKLA - 3.9106 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63BLACKROCK CAP&INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock64CLOUGH GLBL OPPTYS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock65ADVENT/CLAY ENHCD G&I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock66EATON VANCE TX-AD GL OPP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock67COHEN & STEERS SELECT INFRASTRUCTURE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68COHEN & STEERS REIT & PFD INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock69ALLIANCEBERNSTEIN GLOBAL HIGH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock70ENDURANCE SPECIALTY HLDG - 544.5156 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock71CATERPILLAR INC - 329.3709 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock72AT&T INC - 1,462.0778 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock73COHEN & STEERS CLOSED END OPPTY FUND INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock74LMP CAP & INCOME FD INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock75WELLS FARGO & CO NEW DEL - 217.4034 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock76SHIP FIN INTL LTD - 237.0321 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock77GENERAL ELECTRIC - 1933.9932 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock78DELL INC - 2500 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock79CINTAS CORP OHIO - 202.6251 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock80VERIZON COMMUNICATIONS COM- 215.6474 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock81MARATHON OIL CORP- 2,923.8342 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82INTEL CORP- 1628.6402 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock83DEERE CO- 211.6257 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock84CONOCOPHILLIPS-1,112.2564 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock85CLOROX CO DEL COM- 322.5382 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock86PROCTER & GAMBLE - 1,333.6067 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock87ACE LTD - 1,234.5702 SHRS
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0197015
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm032289
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm032289
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss032289
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01167
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0229304
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps020250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm032289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss053781
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0229304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0111223
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm032289
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss033531
IRS990PF/BalanceSheets/CapitalStockBOY04228215
IRS990PF/BalanceSheets/CapitalStockEOY04276863
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY03915662
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY04067234
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV04325346
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0312553
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0209629
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0209629
IRS990PF/BalanceSheets/TotalAssetsBOY04228215
IRS990PF/BalanceSheets/TotalAssetsEOY04276863
IRS990PF/BalanceSheets/TotalAssetsEOYFMV04534975
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY04228215
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY04276863
IRS990PF/BalanceSheets/TotalNetAssetsBOY04228215
IRS990PF/BalanceSheets/TotalNetAssetsEOY04276863
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-118081
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-26648
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses057442
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases08794
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04285657
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY04228215
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04276863
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0211748
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0211748
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0211748
IRS990PF/DistributableAmount/MinimumInvestmentReturn0215688
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03940
IRS990PF/DistributableAmount/TotalTax03940
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear04048
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment04000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax03940
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment04048
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment012
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal03940
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome03940
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension04000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments08000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY04534975
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets04379450
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0237496
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities04141954
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable065692
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0215688
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets04313758
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets04379450
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0VIRGINIA CLARK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DAIN PAIGE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DAVID J ALEX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3CAROLYN McCLINTOCK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4DOROTHY B FRANCIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4Chair Emeritus
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine108044 MONTGOMERY RD STE 720
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine118044 MONTGOMERY RD STE 720
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine128044 MONTGOMERY RD STE 720
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine138044 MONTGOMERY RD STE 720
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine148044 MONTGOMERY RD STE 720
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CINCINNATI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CINCINNATI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2CINCINNATI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3CINCINNATI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4CINCINNATI
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode045236
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode145236
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode245236
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode345236
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode445236
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions020250
IRS990PF/QualifyingDistributions/ExpensesAndContributions020250
IRS990PF/QualifyingDistributions/QualifyingDistributions020250
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ALEX & COMPANY CPAS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05137941900
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine108044 MONTGOMERY ROAD 720
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CINCINNATI
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode045236
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,276,863
Liabilities
$0
Net assets
$4,276,863
Revenue
-
Expenses
$53,781
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.31$0.45$0.14
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.30$0.39$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.50$0.42$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.42$0.39$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.06$0.35$0.41
2019Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.27$0.40$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.38$0.30$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.26$0.36$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.33$0.32$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.25$0.35$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.13$0.34$0.22
2013Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.25$0.27$0.02
2012Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.05