Civic Intelligence

Stone Ledges Charitable Foundation

990PF • Fiscal year 2017 • EIN 46-1392897

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization Profile
PO Box 188Clinton, OH 44216

(330) 334-3641

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

45th percentile

1.3%

Faster asset growth than 45% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-83%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,084,337

Up $14,408 (+1.3%) from 2016

Net Assets

Up

$1,084,337

Up $14,408 (+1.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin73rd percentile

Revenue

Down

$108,251

Down $530,149 (-83%) from 2016

Expenses

Up

$89,424

Up $30,445 (+52%) from 2016

Net Income

Down

$18,827

Down $560,594 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $490,239Liabilities 2015: $0Net Assets 2015: $490,2392015Assets 2016: $1,069,929Liabilities 2016: $0Net Assets 2016: $1,069,9292016Assets 2017: $1,084,337Liabilities 2017: $0Net Assets 2017: $1,084,3372017Assets 2018: $1,082,529Liabilities 2018: $0Net Assets 2018: $1,082,5292018Assets 2019: $1,090,173Liabilities 2019: $0Net Assets 2019: $1,090,1732019Assets 2020: $1,009,056Liabilities 2020: $0Net Assets 2020: $1,009,0562020Assets 2021: $1,010,524Liabilities 2021: $0Net Assets 2021: $1,010,5242021Assets 2022: $960,791Liabilities 2022: $0Net Assets 2022: $960,7912022Assets 2023: $969,698Liabilities 2023: $0Net Assets 2023: $969,6982023Assets 2024: $1,446,539Liabilities 2024: $0Net Assets 2024: $1,446,5392024

Highlighted filing

2017

Assets$1,084,337
Liabilities$0
Net Assets$1,084,337
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $49,905Expenses 2015: $38,969Net Income 2015: $10,9362015Revenue 2016: $638,400Expenses 2016: $58,979Net Income 2016: $579,4212016Revenue 2017: $108,251Expenses 2017: $89,424Net Income 2017: $18,8272017Revenue 2018: $81,686Expenses 2018: $81,486Net Income 2018: $2002018Revenue 2019: $69,844Expenses 2019: $64,063Net Income 2019: $5,7812019Revenue 2020: -$2,575Expenses 2020: $76,930Net Income 2020: -$79,5052020Revenue 2021: $82,632Expenses 2021: $79,257Net Income 2021: $3,3752021Revenue 2022: $30,511Expenses 2022: $80,008Net Income 2022: -$49,4972022Revenue 2023: $81,479Expenses 2023: $85,948Net Income 2023: -$4,4692023Revenue 2024: $574,623Expenses 2024: $96,353Net Income 2024: $478,2702024

Highlighted filing

2017

Revenue$108,251
Expenses$89,424
Net Income$18,827
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL SELBYTrustee-$0--
SCOTT RADERTrustee-$0--
KARENANN RADERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stone Ledges Charitable Foundation
EIN
46-1392897
Address
PO BOX 188, CLINTON, OH 44216

Signing Officer

Name
Daniel Selby
Title
Trustee
Phone
3306078985
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Sussman & Associates Inc
Address
125 W BOYER ST STE A, WADSWORTH, OH 44281
Preparer
Vicki a Sussman
Phone
3303343641
Raw XML AppendixShowing 400 of 561 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/Amt02125
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt172011-07
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15VIRTUS - 186.723 SHS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17BLACKROCK EQUITY - 923.581 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18DELAWARE - 104.212 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc19AMERICAN EUROPACIFIC - 67.903 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc20FEDERATED - 8715.886
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc22JOHN HANCOCK - 578.035 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc23JOHN HANCOCK - 51.068 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc24HARBOR INTER - 40.99 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc25HARBOR CAP - 257.688 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc26HARBOR CAP - 46.024 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc27IVY MID - 52.075 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc28JOHNSON & JOHNSON - 17000 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc29JP MORGAN - 1314.489 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc30OPPENHEIMER - 876.379 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31T ROWE - 9216.599 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc32VIRTUS - 562.646 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc33WAL-MART - 8000 SHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc34WELLS FARGO - 9000 SHS
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt32PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt33PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-02
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312017-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322017-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332017-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342017-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01705
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21318
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt487
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt66923
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt124564
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt132
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14-1135
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15397
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt168071
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17388
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18423
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19462
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt20657
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21790
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt223301
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23360
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24217
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt256115
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26341
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27140
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt285520
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt29762
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt303760
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32-2247
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33773
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt34678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01078179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01181064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EDWARD JONES
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021130
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt038175
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt048097
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0849
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt048097
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt061500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt061500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021130
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021130
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018827
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0560424
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0849
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0849
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt086272
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt045298
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010588
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014656
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014656
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0200
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014856
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt089424
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt060154
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0108251
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027924
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt038175
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018827
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04419
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01088756
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01069929
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01084337
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt055181
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt055181
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt055181
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt055634
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0453
IRS990PF/DistributableAmountGrp/TotalTaxAmt0453
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0453
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0453
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0453
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0453
IRS990PF/FMVAssetsEOYAmt01187222
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03481
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06158
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06158
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01066448
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01078179
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01181064
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01069929
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01084337
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01069929
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01084337
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01187222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01069929
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01084337
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01069929
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01084337
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01129617
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04819
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01124798
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016944
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt055634
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01112673
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01129617
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL SELBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SCOTT RADER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KARENANN RADER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010382 GOLDEN RIDGE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18177 S CLEVE-MASS RD 74
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28177 S CLEVE-MASS RD 74
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WADSWORTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CLINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CLINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044281
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144216
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd244216
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt055291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt055744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt030000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt030000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt031295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055258
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01112673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0768383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0547699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0566340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt061500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.149076
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt061047
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt061500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0453
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt061500
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/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DANIEL SELBY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010382 GOLDEN RIDGE DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WADSWORTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd044281

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,084,337
Liabilities
$0
Net assets
$1,084,337
Revenue
$108,251
Expenses
$89,424
Net income
$18,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.57$0.10$0.48
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.09$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.08$0.08$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.00$0.08$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07$0.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.08$0.08$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.11$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.64$0.06$0.58
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.05$0.04$0.01