Civic Intelligence

The Darald & Julie Libby Foundation

990PF • Fiscal year 2017 • EIN 02-6092543

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

Organization Profile
1728 Persimmon DriveNaples, FL 34109

(603) 472-2388

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

23rd percentile

-9.8%

Higher net margin than 23% 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

90th percentile

37%

Faster asset growth than 90% of similar nonprofits.

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

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,380,860

Up $373,252 (+37%) from 2016

Net Assets

Up

$1,380,860

Up $373,252 (+37%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin23rd percentile

Revenue

Up

$60,112

Up $6,197 (+11%) from 2016

Expenses

Down

$66,008

Down $19,357 (-23%) from 2016

Net Income

Up

-$5,896

Up $25,554 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $168,409Liabilities 2011: $0Net Assets 2011: $168,4092011Assets 2012: $1,115,494Liabilities 2012: $0Net Assets 2012: $1,115,4942012Assets 2013: $1,129,587Liabilities 2013: $0Net Assets 2013: $1,129,5872013Assets 2014: $1,109,286Liabilities 2014: $02014Assets 2015: $1,039,597Liabilities 2015: $0Net Assets 2015: $1,039,5972015Assets 2016: $1,007,608Liabilities 2016: $0Net Assets 2016: $1,007,6082016Assets 2017: $1,380,860Liabilities 2017: $0Net Assets 2017: $1,380,8602017Assets 2019: $1,292,246Liabilities 2019: $0Net Assets 2019: $1,292,2462019Assets 2020: $1,266,064Liabilities 2020: $0Net Assets 2020: $1,266,0642020Assets 2021: $1,169,395Liabilities 2021: $0Net Assets 2021: $1,169,3952021Assets 2022: $1,098,518Liabilities 2022: $0Net Assets 2022: $1,098,5182022Assets 2023: $1,002,555Liabilities 2023: $0Net Assets 2023: $1,002,5552023Assets 2024: $897,454Liabilities 2024: $0Net Assets 2024: $897,4542024

Highlighted filing

2017

Assets$1,380,860
Liabilities$0
Net Assets$1,380,860
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $5,4342011Expenses 2012: $26,0762012Revenue 2013: $73,606Expenses 2013: $59,513Net Income 2013: $14,0932013Revenue 2014: $81,979Expenses 2014: $102,280Net Income 2014: -$20,3012014Revenue 2015: $40,245Expenses 2015: $109,934Net Income 2015: -$69,6892015Revenue 2016: $53,915Expenses 2016: $85,365Net Income 2016: -$31,4502016Revenue 2017: $60,112Expenses 2017: $66,008Net Income 2017: -$5,8962017Revenue 2019: $61,525Expenses 2019: $141,042Net Income 2019: -$79,5172019Revenue 2020: $74,082Expenses 2020: $111,453Net Income 2020: -$37,3712020Revenue 2021: $41,541Expenses 2021: $138,232Net Income 2021: -$96,6912021Revenue 2022: $65,260Expenses 2022: $135,755Net Income 2022: -$70,4952022Revenue 2023: $57,473Expenses 2023: $158,957Net Income 2023: -$101,4842023Revenue 2024: $47,763Expenses 2024: $152,145Net Income 2024: -$104,3822024

Highlighted filing

2017

Revenue$60,112
Expenses$66,008
Net Income-$5,896
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THERESE LIBBYTrustee-$0--
MARTHA A DANDURANDTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Darald & Julie Libby Foundation
EIN
02-6092543
Phone
6034722388
Address
1728 PERSIMMON DRIVE, NAPLES, FL 34109

Signing Officer

Name
Therese Libby
Title
Trustee
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
David M Gruber CPA Pa
Address
5052 TAMIAMI TRL N STE A, NAPLES, FL 34103
Preparer
David M Gruber CPA
Phone
2394302424
Raw XML Appendix360 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0GOLDMAN SACHS HIGH YIELD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1PIMCO TOTAL RETURN CL A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2PIMCO TOTAL RETURN INSTITUTIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3PIMCO HIGH YIELD INSTITUTIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4TEMPLETON GLOBAL BOND CLASS A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt09334
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt136900
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2284804
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3243972
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4143921
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt046303
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt135218
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2271537
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3222203
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4141254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0137445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0162467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1NEUBERGER BERMAN EQUITY INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0134857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1295043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt319982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SPDR SERIES TRUST BLOOMBERG BRCLYS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES SELECT DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES MSCI EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD SPECIALIZED FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0122755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1574605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt337853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt053808
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt06243
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt061
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt060112
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt060112
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt053869
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06243
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt064000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt064000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt053808
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt053808
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt053808
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5896
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06243
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06243
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt058104
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt053869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt064000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02008
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt066008
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt060112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt060112
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02008
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06243
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5896
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0379148
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01380860
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01007608
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01380860
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt074232
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt074232
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt074232
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt075394
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01162
IRS990PF/DistributableAmountGrp/TotalTaxAmt01162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01162
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01112
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt061
IRS990PF/FMVAssetsEOYAmt01688894
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01173858
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01553006
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt022302
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt021417
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt021417
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0718931
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0716515
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0938077
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0137445
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0162467
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0457890
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0743318
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt061
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-166250
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-172146
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt047168
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt045177
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt045177
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01007608
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01380860
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01688894
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01007608
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01380860
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01007608
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01380860
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01530841
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01530841
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022963
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt075394
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01507878
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01530841
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THERESE LIBBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTHA A DANDURAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01728 PERSIMMON DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt119406 LAUREL GLEN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CORNELIOUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128031
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0820385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0820966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt081961
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0105722
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt098129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt049264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt024310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.544066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.61636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.79505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.74905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.36242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.19744
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01507878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0132975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0132975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0131005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0135930
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0123125
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt064000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt02.720328
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt064000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt064000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt064000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01728 PERSIMMON DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034109
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THERESE LIBBY
IRS990PF/StatementsRegardingActyGrp/PhoneNum06037144647
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER STATING NEED OR USE OF FUNDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THERESE LIBBY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06037144647
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01728 PERSIMMON DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034109
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt060 DAYS PRIOR TO NEED OR USE OF FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt420000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt56500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE FORT RESCUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSIRY OF ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2STUDENT CONSERVATION ASSOVIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3NH CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4ALMOST HOME RESCUE OF NEW ENGLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE WAY HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6WINGS OF DAWN BIRD SANCTUARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7THE STUDIO PLAYERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 296
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11400 WASHINGTON AVE UAB 226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2689RIVER ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt337 PLEASANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 9421 377
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5214 SPRUCE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO BOX 53
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71701 55TH TERRACE SW UNIT B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ASHBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ALBANY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHARLESTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CONCORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SOUTH PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MANCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6HENNIKER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd203603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd303301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd404116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd503103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd603242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd734116
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt064000
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/AppliedToCurrentYearAmt064000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074232
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010232
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt076390
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0106500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt093321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt043939
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015691
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010232
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05459
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0320150
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt076390
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0106500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt093321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt043939
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0325609
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0335841
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK SERVICE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE OF NH ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt086
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt086
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
TaxesSchedule/TaxesDetail/Amt097
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt097
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESE LIBBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DARALD & JULIE LIBBY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DARA
ReturnHeader/Filer/EIN0026092543
ReturnHeader/Filer/PhoneNum06034722388
ReturnHeader/Filer/USAddress/AddressLine1Txt01728 PERSIMMON DRIVE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650808686
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID M GRUBER CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05052 TAMIAMI TRL N STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPLES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034103
ReturnHeader/PreparerPersonGrp/PhoneNum02394302424
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M GRUBER CPA
ReturnHeader/ReturnTs02018-11-12T06:36:47-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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
$1,380,860
Liabilities
$0
Net assets
$1,380,860
Revenue
$60,112
Expenses
$66,008
Net income
-$5,896
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.05$0.15$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.16$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.07$0.14$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.04$0.14$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07$0.11$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.14$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.06$0.07$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.11$0.07
2014Summary only. Only limited summary data is available for this year.$1.11$0.00$0.08$0.10$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.13$0.00$1.13$0.07$0.06$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.01