Civic Intelligence

Gerald L Ford Irrevocable Trust

990PF • Fiscal year 2017 • EIN 45-6504239

Sep 01, 2016 to Aug 31, 2017 • Filed on Nov 28, 2017

Organization Profile
48 N South StreetWilmington, OH 45177

(937) 382-1441

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

6th percentile

-70%

Higher net margin than 6% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

60th percentile

$9,382

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 40.9% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

31st percentile

-2.3%

Faster asset growth than 31% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

2936%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$692,815

Down $16,017 (-2.3%) from 2016

Net Assets

$692,815

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin6th percentile

Revenue

Up

$22,922

Up $22,167 (+2936%) from 2016

Expenses

Down

$38,939

Down $9,440 (-20%) from 2016

Net Income

Up

-$16,017

Up $31,607 (+66%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$1.0M$500K$0Assets 2013: $827,328Liabilities 2013: $02013Assets 2014: $786,105Liabilities 2014: $02014Assets 2015: $756,456Liabilities 2015: $02015Assets 2016: $708,832Liabilities 2016: $02016Assets 2017: $692,815Liabilities 2017: $0Net Assets 2017: $692,8152017Assets 2018: $684,958Liabilities 2018: $0Net Assets 2018: $684,9582018Assets 2019: $680,265Liabilities 2019: $0Net Assets 2019: $680,2652019Assets 2020: $662,030Liabilities 2020: $0Net Assets 2020: $662,0302020Assets 2021: $678,590Liabilities 2021: $0Net Assets 2021: $678,5902021Assets 2022: $661,642Liabilities 2022: $0Net Assets 2022: $661,6422022Assets 2023: $610,815Liabilities 2023: $0Net Assets 2023: $610,8152023Assets 2024: $618,870Liabilities 2024: $0Net Assets 2024: $618,8702024

Highlighted filing

2017

Assets$692,815
Liabilities$0
Net Assets$692,815
Open 2017 Filing

Operations Trend

Revenue Growth100th percentile

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

$100K$50K$0-$50KRevenue 2013: $116Expenses 2013: $44,001Net Income 2013: -$43,8852013Revenue 2014: $7,658Expenses 2014: $48,881Net Income 2014: -$41,2232014Revenue 2015: $21,811Expenses 2015: $51,460Net Income 2015: -$29,6492015Revenue 2016: $755Expenses 2016: $48,379Net Income 2016: -$47,6242016Revenue 2017: $22,922Expenses 2017: $38,939Net Income 2017: -$16,0172017Revenue 2018: $48,072Expenses 2018: $55,929Net Income 2018: -$7,8572018Revenue 2019: $36,074Expenses 2019: $40,767Net Income 2019: -$4,6932019Revenue 2020: $28,443Expenses 2020: $46,879Net Income 2020: -$18,4362020Revenue 2021: $64,676Expenses 2021: $48,119Net Income 2021: $16,5572021Revenue 2022: $33,643Expenses 2022: $50,647Net Income 2022: -$17,0042022Revenue 2023: $25,729Expenses 2023: $58,581Net Income 2023: -$32,8522023Revenue 2024: $49,007Expenses 2024: $40,732Net Income 2024: $8,2752024

Highlighted filing

2017

Revenue$22,922
Expenses$38,939
Net Income-$16,017
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Nov 28, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$9,382-$9,382
Filing and Contact Details

Filer

Filer Name
Gerald L Ford Irrevocable Trust
EIN
45-6504239
Phone
9373821441
Address
48 N SOUTH STREET, WILMINGTON, OH 45177

Signing Officer

Name
Peoples Bank
Title
Trustee
Phone
9373821441
Signed
2017-11-28

Preparer

Firm
Wagenseller Foley Hollingsworth & Co
Address
101 N SOUTH ST, WILMINGTON, OH 45177-1646
Preparer
Patricia a Herron CPA
Phone
9373825549
Raw XML Appendix275 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/AdjustedNetIncomeAmt0425
AccountingFeesSchedule/AccountingFeesDetail/Amt0425
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0425
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PEOPLES BANK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0168486
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0173992
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt05506
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIXED INCOME FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CD BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0330101
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0332673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0343515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0406348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07810
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02001
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt05506
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt07605
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt017416
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt05506
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt022922
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02001
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt09382
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09382
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt09382
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt028882
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028882
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07810
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07810
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16017
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0175993
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt07605
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt07605
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07507
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07359
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt010057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028882
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt038939
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt017416
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt022922
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt010057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02001
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16017
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0692815
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0708832
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0692815
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036005
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036005
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036005
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036152
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0147
IRS990PF/DistributableAmountGrp/TotalTaxAmt0147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0147
IRS990PF/FMVAssetsEOYAmt0758220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0304655
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0330101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0332673
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0384685
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0343515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0406348
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019492
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019199
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0708832
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0692815
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0758220
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0708832
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0692815
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0708832
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0692815
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0708832
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0692815
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0734056
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt037856
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0696200
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011011
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036152
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0723045
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0734056
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0PEOPLES BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0PEOPLES BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09382
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt048 N SOUTH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd045177
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt036580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt036654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt038457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt040382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt041525
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt037906
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0723045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0723045
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0772309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0809869
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0830946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0758495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt028882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.202367
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt028882
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt028882
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt028882
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02015
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PEOPLES BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt048 N SOUTH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045177
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09373821441
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GERALD L. FORD ESTABLISHED A REVOCABLE LIVING TRUST DATED 06/22/2009. UPON HIS DEATH, THE TRUST BECAME IRREVOCABLE AND THE DOCUMENT APPOINTED THE NATIONAL BANK & TRUST CO. AS SUCCESSOR TRUSTEE. THE DOCUMENT STATES THAT ALL NET INCOME (ANNUAL ACCUMULATION OF INTEREST, LESS EXPENSES AND TAXES) SHOULD BE PAID OUT ANNUALLY TO THE FOLLOWING: 10% AMERICAN LEGION POST 49, WILMINGTON, OH 10% VETERANS OF FOREIGN WARS, POST 6710, WIL, OH 20% AMERICAN LEGION NATIONAL HEADQUARTERS, INDIANAPOLIS, IN 20% VETERANS OF FOREIGN WARS OF THE UNITED STATES HEADQUARTERS (VFW FOUNDATION), KANSAS CITY, MO 20% DISABLED AMERICAN VETERANS NATIONAL HEADQUARTERS, CINCINNATI, OH 20% TO BE REINVESTED BACK INTO PRINCIPAL OF THE TRUST CORPUS
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13610
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt47221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0AMERICAN LEGION POST 49
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1VETERANS OF FOREIGN WARS POST 6710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2AMERICAN LEGION NATL HEADQUARTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3VFW OF THE US HEADQUARTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4DAV NATIONAL HEADQUARTERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0140 E LUCUST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11130 N LINCOLN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1055
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3406 WEST 34TH ST SUITE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 14301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WILMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WILMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KANSAS CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045177
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145177
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd246206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd364111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445250
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028882
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt028882
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036005
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028882
IRS990PF/UndistributedIncomeGrp/Taxable2Amt07220
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt036005
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt036102
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0200
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt150
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FILING FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PEOPLES BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09373821441
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERALD L FORD IRREVOCABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0456504239
ReturnHeader/Filer/PhoneNum09373821441
ReturnHeader/Filer/USAddress/AddressLine1Txt048 N SOUTH STREET
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045177
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C9EA127B1123C2B9B9F7603DADE3E0DDF46E87D1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D5642DF4423300A4A94EB47D443012BF6EC3F5D5
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311051148
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WAGENSELLER FOLEY HOLLINGSWORTH & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 N SOUTH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451771646
ReturnHeader/PreparerPersonGrp/PhoneNum09373825549
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA A HERRON CPA
ReturnHeader/ReturnTs02017-12-04T16:46:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$692,815
Liabilities
$0
Net assets
$692,815
Revenue
$22,922
Expenses
$38,939
Net income
-$16,017
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.49$0.41$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.26$0.59$0.33
2022Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.34$0.51$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.65$0.48$0.17
2020Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$0.28$0.47$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.36$0.41$0.05
2018Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.48$0.56$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.23$0.39$0.16
2016Summary only. Only limited summary data is available for this year.$7.09$0.00$0.01$0.48$0.48
2015Summary only. Only limited summary data is available for this year.$7.56$0.00$0.22$0.51$0.30
2014Summary only. Only limited summary data is available for this year.$7.86$0.00$0.08$0.49$0.41
2013Summary only. Only limited summary data is available for this year.$8.27$0.00$0.00$0.44$0.44