Civic Intelligence

Irr Tr UW Harry H Cowan

EIN 38-6051569 • 4947(a)1 • Cincinnati, OH

Profile

Trust assets are invested to provide income to be distributed to the charities named in the governing document.

PO Box 630858Cincinnati, OH 45263-0858

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$10,419

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

96th percentile

268%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$635,769

Up $68,818 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$635,769

Up $68,818 (+12%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin92nd percentile

Revenue

Up

$115,039

Up $83,746 (+268%) from 2024

Expenses

Up

$46,220

Up $3,548 (+8.3%) from 2024

Net Income

Up

$68,819

Up $80,198 (+705%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$800K$600K$400K$200K$0Assets 2016: $631,393Liabilities 2016: $0Net Assets 2016: $631,3932016Assets 2017: $601,525Liabilities 2017: $0Net Assets 2017: $601,5252017Assets 2018: $585,831Liabilities 2018: $0Net Assets 2018: $585,8312018Assets 2019: $616,470Liabilities 2019: $0Net Assets 2019: $616,4702019Assets 2020: $597,511Liabilities 2020: $0Net Assets 2020: $597,5112020Assets 2021: $608,098Liabilities 2021: $0Net Assets 2021: $608,0982021Assets 2022: $589,996Liabilities 2022: $0Net Assets 2022: $589,9962022Assets 2023: $578,329Liabilities 2023: $0Net Assets 2023: $578,3292023Assets 2024: $566,951Liabilities 2024: $0Net Assets 2024: $566,9512024Assets 2025: $635,769Liabilities 2025: $0Net Assets 2025: $635,7692025

Highlighted filing

2025

Assets$635,769
Liabilities$0
Net Assets$635,769
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $62,903Expenses 2016: $18,449Net Income 2016: $44,4542016Revenue 2017: $25,884Expenses 2017: $55,751Net Income 2017: -$29,8672017Revenue 2018: $33,816Expenses 2018: $49,512Net Income 2018: -$15,6962018Revenue 2019: $72,789Expenses 2019: $42,177Net Income 2019: $30,6122019Revenue 2020: $23,252Expenses 2020: $42,209Net Income 2020: -$18,9572020Revenue 2021: $54,299Expenses 2021: $43,707Net Income 2021: $10,5922021Revenue 2022: $30,215Expenses 2022: $48,316Net Income 2022: -$18,1012022Revenue 2023: $33,594Expenses 2023: $45,257Net Income 2023: -$11,6632023Revenue 2024: $31,293Expenses 2024: $42,672Net Income 2024: -$11,3792024Revenue 2025: $115,039Expenses 2025: $46,220Net Income 2025: $68,8192025

Highlighted filing

2025

Revenue$115,039
Expenses$46,220
Net Income$68,819
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$635,769
Liabilities
$0
Net assets
$635,769
Revenue
$115,039
Expenses
$46,220
Net income
$68,819
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$1.15$0.46$0.69
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.67$0.00$5.67$0.31$0.43$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.78$0.00$5.78$0.34$0.45$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.00$5.90$0.30$0.48$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$0.00$6.08$0.54$0.44$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.98$0.00$5.98$0.23$0.42$0.19
2019Summary only. Only limited summary data is available for this year.$6.16$0.00$6.16$0.73$0.42$0.31
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.86$0.00$5.86$0.34$0.50$0.16
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.02$0.00$6.02$0.26$0.56$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.31$0.00$6.31$0.63$0.18$0.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2024 to Oct 31, 2025
Signed
Feb 16, 2026
Return Version
2024v5.2
Gross Receipts
$450,170
Mission and Program Overview

Mission

Trust assets are invested to provide income to be distributed to the charities named in the governing document.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$566,951$635,769▲ $68,818
Investments in Publicly Traded Securities$541,558$607,176▲ $65,618
Savings and Temporary Cash Investments$25,393$28,592▲ $3,199
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$566,951$635,769▲ $68,818
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$566,951$635,769▲ $68,818
Total Liabilities and Net Assets / Fund Balance$566,951$635,769▲ $68,818
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$10,419$10,419
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$115,039
Other Revenue
$0
Change in Net Assets
$68,819
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,140
Salaries, Compensation, and Employee Benefits$10,419
Other Expenses$1,661
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$34,140--$34,140
Current Officers, Directors, Trustees, and Key Employees$1,563$8,856-$10,419
Fees for Services Accounting-$1,470-$1,470
Other Expenses-$191-$191
Total Functional Expenses$35,703$10,517$0$46,220
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Episcopal Diocese of Western MiGrand Rapids, MI501(c)(3)General Fund$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Explanation for Form 990, Page 6, Part VI, Line 9

“Fifth third bank, na, 38 fountain sq plaza md1090vd, cincinnati, oh 45202”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is reviewed by a tax officer of the trustee.”

Explanation for Form 990, Page 6, Part VI, Line 9

“The trust administration by fifth third bank, n.a is done from 38 fountain square plaza md1090vd, cincinnati, oh 45202.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“At each annual meeting the members of the trustee oversight council prepared and disclosed annual conflict of interests. As grantee organizations were discussed a trustee member would recuse themselves from voting if a conflict was present and the conflict would be noted in the minutes.”

Form 990, Page 6, Part VI, Line 19

“Forms are available upon written request to the organization.”

Filing and Contact Details

Filer

Filer Name
Irr Tr Uw Harry H Cowan
EIN
38-6051569
Phone
8004000439
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
8004000439
Signed
2026-02-16
Discuss with paid preparer
Yes

Organization Details

Formed
1931
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“ROUNDING ($1)”

Raw XML Appendix373 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIFTH THIRD BANK NA
IRS990/BooksInCareOfDetail/PhoneNum05135347001
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt038 FOUNTAIN SQUARE PLAZA MD1090VD
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045202
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0566951
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0635769
IRS990/CashNonInterestBearingGrp/EOYAmt01
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08856
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt01563
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt010419
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt034140
IRS990/CYInvestmentIncomeAmt0115039
IRS990/CYOtherExpensesAmt01661
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt068819
IRS990/CYSalariesCompEmpBnftPaidAmt010419
IRS990/CYTotalExpensesAmt046220
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0115039
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTIONS TO CHARITABLE ORGANIZATIONS AS DIRECTED BY THE GOVERNING DOCUMENT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt035703
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01470
IRS990/FeesForServicesAccountingGrp/TotalAmt01470
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0FIFTH THIRD BANK N A
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010419
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01931
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0100028
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt034140
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt034140
IRS990/GrantsToDomesticOrgsGrp/TotalAmt034140
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0435159
IRS990/GrossReceiptsAmt0450170
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt015011
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015011
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0541558
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0607176
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0335131
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0566951
IRS990/NetAssetsOrFundBalancesEOYAmt0635769
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0100028
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0100028
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0191
IRS990/OtherExpensesGrp/TotalAmt0191
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0FIFTH THIRD BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt031250
IRS990/PYInvestmentIncomeAmt031293
IRS990/PYOtherExpensesAmt01656
IRS990/PYRevenuesLessExpensesAmt0-11379
IRS990/PYSalariesCompEmpBnftPaidAmt09766
IRS990/PYTotalExpensesAmt042672
IRS990/PYTotalRevenueAmt031293
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt068819
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt025393
IRS990/SavingsAndTempCashInvstGrp/EOYAmt028592
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0381359512
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1382264285
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2135562208
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd21
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt025000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt24140
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EPISCOPAL DIOCESE OF WESTERN MI
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1ST ANDREWS EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2DOMESTIC AND FOREIGN MISSIONARY SOCIETY THE EPISCOPAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt034140
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EPISCOPAL DIOCESE OF WESTERN MI
IRS990ScheduleI/RecipientTable/RecipientEIN0381359512
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01815 HALL ST SE STE 200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GRAND RAPIDS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd049506
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT TO BE USED FOR THE PURPOSES AND PROGRAMS ESTABLISHED BY THETRUST INSTRUMENT. NO UNSOLICITED REQUESTS FOR FUNDS ARE ACCEPTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FIFTH THIRD BANK, NA, 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY A TAX OFFICER OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST ADMINISTRATION BY FIFTH THIRD BANK, N.A IS DONE FROM 38 FOUNTAIN SQUARE PLAZA MD1090VD, CINCINNATI, OH 45202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT EACH ANNUAL MEETING THE MEMBERS OF THE TRUSTEE OVERSIGHT COUNCIL PREPARED AND DISCLOSED ANNUAL CONFLICT OF INTERESTS. AS GRANTEE ORGANIZATIONS WERE DISCUSSED A TRUSTEE MEMBER WOULD RECUSE THEMSELVES FROM VOTING IF A CONFLICT WAS PRESENT AND THE CONFLICT WOULD BE NOTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORMS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ROUNDING ($1)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02026-03-10T10:01:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-11-01
ReturnHeader/TaxPeriodEndDt02025-10-31
ReturnHeader/TaxYr02024

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