Civic Intelligence

Clonrock Foundation

990PF • Fiscal year 2023 • EIN 81-4554129

Dec 01, 2022 to Nov 30, 2023 • Filed on Oct 14, 2024

PO Box 67127Cuyahoga Falls, OH 44222

(330) 283-2330

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

36th percentile

-1.5%

Faster revenue growth than 36% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$3,464,462

Up $341,737 (+11%) from 2022

Net Assets

Up

$3,464,462

Up $341,737 (+11%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue

Down

$510,270

Down $7,941 (-1.5%) from 2022

Expenses

Up

$168,533

Up $19,027 (+13%) from 2022

Net Income

Down

$341,737

Down $26,968 (-7.3%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2017: $437,892Liabilities 2017: $0Net Assets 2017: $437,8922017Assets 2018: $1,007,031Liabilities 2018: $0Net Assets 2018: $1,007,0312018Assets 2019: $1,460,655Liabilities 2019: $1Net Assets 2019: $1,460,6552019Assets 2020: $1,984,280Liabilities 2020: $1Net Assets 2020: $1,984,2802020Assets 2021: $2,754,020Liabilities 2021: $1Net Assets 2021: $2,754,0202021Assets 2022: $3,122,725Liabilities 2022: $1Net Assets 2022: $3,122,7252022Assets 2023: $3,464,462Liabilities 2023: $1Net Assets 2023: $3,464,4622023Assets 2024: $4,013,381Liabilities 2024: $0Net Assets 2024: $4,013,3812024

Highlighted filing

2023

Assets$3,464,462
Liabilities$1
Net Assets$3,464,462

Operations Trend

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

$1.0M$500K$0Revenue 2017: $450,000Expenses 2017: $12,108Net Income 2017: $437,8922017Revenue 2018: $580,000Expenses 2018: $10,861Net Income 2018: $569,1392018Revenue 2019: $502,331Expenses 2019: $48,707Net Income 2019: $453,6242019Revenue 2020: $608,739Expenses 2020: $85,114Net Income 2020: $523,6252020Revenue 2021: $875,163Expenses 2021: $105,423Net Income 2021: $769,7402021Revenue 2022: $518,211Expenses 2022: $149,506Net Income 2022: $368,7052022Revenue 2023: $510,270Expenses 2023: $168,533Net Income 2023: $341,7372023Revenue 2024: $736,893Expenses 2024: $187,974Net Income 2024: $548,9192024

Highlighted filing

2023

Revenue$510,270
Expenses$168,533
Net Income$341,737
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Oct 14, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Declan SmithCo-Trustee-$0--
Olivia McCarthyCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Clonrock Foundation
EIN
81-4554129
Phone
3302832330
Address
PO Box 67127, Cuyahoga Falls, OH 44222

Signing Officer

Name
Declan Smith
Title
CoTrustee
Phone
3302832330
Signed
2024-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Select Fiduciary LLC
Address
PO Box 420, Rootstown, OH 44272
Preparer
Robin L Riemenschneider
Phone
3307770600
Raw XML AppendixShowing 400 of 585 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/Amt0750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Prepartion Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0375
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Equifax 2.6
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Fifth Third Bancorp 2.375
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Goldman Sachs Group 3.2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Air Products Chemilcals 1.5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Fortinet Inc 1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Keurig Dr Pepper .75
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Roper Technologies 1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Schwab Charles .75
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Stryker Corp 1.15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9Take-Two Interactive Software 5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt024897
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125037
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt325200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt424763
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt525006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt624894
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt725014
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt825087
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt925233
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt024200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt123993
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt224730
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt323388
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt422569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt524645
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt623129
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt724641
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt823423
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt924809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt023931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt95607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt108160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1210934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1411298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt156702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt168189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt176233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1816482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt197958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2014968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt238725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2411320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt268023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt276945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt286030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt296633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3011675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3114263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3229944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt339744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt347513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3528444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3619855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3711923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt386623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt395554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt405189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt428562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4360873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4446362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt452274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt465415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4710413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4843228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt498786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5027072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5117159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt528882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt539033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5425489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5511394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt569066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt574689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5821663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5943080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6013747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt617073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt629848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6351770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6452493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt658344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt665281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt675584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt688420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6915458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt709453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7160353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt724519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt739259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7410275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt758401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt767857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt775214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt788920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt797259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt807393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt815629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt029218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt115629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt215416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1017782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1214360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1418804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt158415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt169135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt176939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1819510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt196409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2017240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2111472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt226154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt238464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2411600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt254958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2616589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt277120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt286717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt297127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3013772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3118338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3256985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3311582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt349796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3556837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3625668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3716657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt385966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt394889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt405851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt414181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt429479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4364015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4443308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt452203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt465137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4712122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4845960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt499000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5023464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5119190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt529021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5311268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5421038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5515542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5629552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt575791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5817644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5939560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6021203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6135078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6211152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6340900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6440865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt659024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt665589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt676268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt689110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6926506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt708870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7156126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt724417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt738890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7410830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt759165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt768179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt776298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7810286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt798148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt807522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt815683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Amazon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Booking Holdings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Chipolte Mexican Grill
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3McDonalds Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Nike
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Constellation Brands
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Hilton Worldwide Holdings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Home Depot
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Target
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Tesla
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Costco Wholesale
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Walmart Stores
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Chevron
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Comcast
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Valero Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Pepsico
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16General Electric
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Digital Realty
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JP Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MT Bank
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Prologis
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Chubb Limited
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22EOG Resources
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Edwards Lifesciences
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Johnson Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Thermo Fisher Scientific
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Unitedhealth Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Abbvie
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Lockheed Martin
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Northrop Grumman
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Rockwell Automation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Analog Devices
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Apple
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Pioneer Natural Resource
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Fiserv
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Microsoft
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Accenture Plc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38American Electric Power
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Prudential Financial
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Nextera Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41WEC Energy Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Netflix
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43IShares Core SP Mid-Cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44IShares Core SP Small-Cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TJX Companies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46Exxon Mobil
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47Humana
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48Vanguard TFSE Developed Markets
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49Berkshire Hathaway
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50Federated Institutional High Yield Bond
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51Procter Gamble
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52Sysco
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53Blackrock
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54IShares Tips Bond
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55Intuitive Surgical
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56Eli Lilly
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57Boeing
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58Vanguard Inflation Protected
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59IShares MSCI Emerging Markets
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60Advanced Micro Devices
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61Nvidia
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62Sherwin Williams
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63Vanguard Global Ex- US Real Estate
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64Vanguard REIT Fund
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65Spdr SP Regional Banking
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66Boston Scientific
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67Caterpillar
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68Deere Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69Alphabet Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70Vertex Pharmaceutical
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71IShares MSCI EAFE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72Zoetis
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73Emerson Electric
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74Parker Hannifin
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75Adobe Systems
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76Meta Plantforms
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77Salesforce
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78Servicenow
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79Synopsys
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80TMobile US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81Atmos Energy
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt031515
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-22207
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09308
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09308
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0159600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0159600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0500962
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031515
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031515
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0341737
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0135290
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-22207
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024691
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0792
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0792
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06449
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06449
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0942
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0160767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0168533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt031515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0510270
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01167
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06824
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0157497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-22207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-22207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0135290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-22207
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0341737
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03464462
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03122725
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03464462
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0179199
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0179199
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0179199
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0179542
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0343
IRS990PF/DistributableAmountGrp/TotalTaxAmt0343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0157
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0500
IRS990PF/FMVAssetsEOYAmt03633309
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02754020
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03464462
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01583752
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01923237
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01923237
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0225037
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0250131
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0239527
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01120747
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01100039
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01284530
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0368705
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011480
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09744
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09744
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03122725
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03464462
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03633309
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03122725
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03464462
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03122725
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03464462
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0181709
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0181311
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0176271
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03645516
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02036624
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01608892
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054683
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0179542
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03590833
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03645516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Declan Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Olivia McCarthy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 67127
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 67127
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Cuyahoga Falls
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Cuyahoga Falls
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd144222
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0160767
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0160767
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings