Civic Intelligence

Lillian E Bunker Private Foundation

990PF • Fiscal year 2014 • EIN 03-6106036

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization Profile
154 Avenue H SEWinter Haven, FL 33880

(863) 299-6815

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

93rd percentile

62%

Higher net margin than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

77th percentile

$1,500

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

100th percentile

17417%

Faster revenue growth than 100% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$494,415

Up $55,225 (+13%) from 2013

Net Assets

Up

$488,767

Up $49,577 (+11%) from 2013

Liabilities

Up

$5,648

Up $5,648 from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin93rd percentile

Revenue

Up

$63,586

Up $63,223 (+17417%) from 2013

Expenses

Down

$24,422

Down $12,931 (-35%) from 2013

Net Income

Up

$39,164

Up $76,154 (+206%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$600K$400K$200K$0Assets 2010: $518,506Liabilities 2010: $0Net Assets 2010: $518,5062010Assets 2011: $497,855Liabilities 2011: $0Net Assets 2011: $497,8552011Assets 2012: $476,180Liabilities 2012: $12012Assets 2013: $439,190Liabilities 2013: $0Net Assets 2013: $439,1902013Assets 2014: $494,415Liabilities 2014: $5,648Net Assets 2014: $488,7672014Assets 2015: $487,699Liabilities 2015: $9,569Net Assets 2015: $478,1302015Assets 2016: $453,302Liabilities 2016: $12,271Net Assets 2016: $441,0312016Assets 2017: $468,427Liabilities 2017: $6,528Net Assets 2017: $461,8992017Assets 2018: $460,050Liabilities 2018: $0Net Assets 2018: $460,0502018Assets 2019: $444,463Liabilities 2019: $0Net Assets 2019: $444,4632019Assets 2020: $415,500Liabilities 2020: $0Net Assets 2020: $415,5002020Assets 2021: $395,951Liabilities 2021: $0Net Assets 2021: $395,9512021Assets 2022: $393,509Liabilities 2022: $7,500Net Assets 2022: $386,0092022Assets 2023: $377,332Liabilities 2023: $0Net Assets 2023: $377,3322023Assets 2024: $19,454Liabilities 2024: $0Net Assets 2024: $19,4542024

Highlighted filing

2014

Assets$494,415
Liabilities$5,648
Net Assets$488,767
Open 2014 Filing

Operations Trend

Revenue Growth100th percentile

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

$100K$50K$0-$50KExpenses 2010: $31,6422010Expenses 2011: $34,8822011Revenue 2012: $38,022Expenses 2012: $59,697Net Income 2012: -$21,6752012Revenue 2013: $363Expenses 2013: $37,353Net Income 2013: -$36,9902013Revenue 2014: $63,586Expenses 2014: $24,422Net Income 2014: $39,1642014Revenue 2015: $21,984Expenses 2015: $32,621Net Income 2015: -$10,6372015Revenue 2016: $9,592Expenses 2016: $46,691Net Income 2016: -$37,0992016Revenue 2017: $61,025Expenses 2017: $40,157Net Income 2017: $20,8682017Revenue 2018: $34,806Expenses 2018: $36,655Net Income 2018: -$1,8492018Revenue 2019: $22,124Expenses 2019: $37,711Net Income 2019: -$15,5872019Revenue 2020: $4,844Expenses 2020: $33,807Net Income 2020: -$28,9632020Revenue 2021: $23,815Expenses 2021: $43,364Net Income 2021: -$19,5492021Revenue 2022: $34,673Expenses 2022: $44,615Net Income 2022: -$9,9422022Revenue 2023: $35,790Expenses 2023: $44,467Net Income 2023: -$8,6772023Revenue 2024: $25,545Expenses 2024: $44,251Net Income 2024: -$18,7062024

Highlighted filing

2014

Revenue$63,586
Expenses$24,422
Net Income$39,164
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID WRIGHTTrustee-$1,500-$1,500
STEVEN R WRIGHTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Lillian E Bunker Private Foundation
EIN
03-6106036
Phone
8632996815
Address
154 AVENUE H SE, WINTER HAVEN, FL 33880

Signing Officer

Name
Steven R Wright
Title
Trustee
Phone
8632996815
Signed
2015-05-08
Raw XML AppendixShowing 400 of 414 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/Amt05570
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05570
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AFLAC INC AFLAC INC SR NT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt415920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt715982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt912382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1023093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1112879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1212997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1312022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1412082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1514439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1620076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1712693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt188789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt198951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt016795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt217265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt431996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt519950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt718490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt818250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt918953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1020914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1123524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1228395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1321198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1419815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1518218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1613912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1724555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1829495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt199295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2020620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt218895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BRISTOL MYERS SQUIBB CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CONOCOPHILLIPS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CONSOLIDATED EDISON INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DUKE ENERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ENBRIDGE ENERGY PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6EXELON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EXXON MOBIL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FIRST TR ENERGY INC & GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GENERAL ELECTRIC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MERCK & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13NATIONAL GRID PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ONEOK PARTNERS LP UNIT LTD PTR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PROCTOR & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ROYAL DUTCH SHELL PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18SOUTHERN CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19TOTAL S A SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20VERIZON COMMUNICATIONS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VODAFONE GROUP PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22WESTAR ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NORTHSTAR REALTY FIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt045000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt125000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt223729
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt323884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt424096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt524079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CARTER VALIDUS MISSION CRITICAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CORPORATE CAPITAL TRUST INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2HINES GLOBAL REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GRIFFIN CAPITAL ESSENTIAL ASSET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GRIFFIN AM HEALTHCARE REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5RREEF PROPERTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6AMERICAN REALTY CAPITAL GLOBAL TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt050000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt125346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt225000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt325000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt425277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt525000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt028723
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt036463
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0COLONIAL BANCGROUP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1KINDER MORGAN PTR INCREASE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2ONEOK PARTNERS LP DECREASE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3ENBRIDGE ENERGY PTRS DECREASE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0145
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1883
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-1778
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3-861
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt063586
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt063586
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05570
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt036463
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt015500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt015500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028723
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028723
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt039164
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0109975
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01643
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01643
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt036463
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt056387
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-1611
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt065197
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt063586
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08810
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08922
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt036463
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt039164
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt010413
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0488767
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0439190
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0488767
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt030463
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt030463
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt030463
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt031591
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01128
IRS990PF/DistributableAmountGrp/TotalTaxAmt01128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01128
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01131
IRS990PF/FMVAssetsEOYAmt0677897
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt026026
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0222859
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0264030
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0437677
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0145626
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0165788
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0175623
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05648
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0439190
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0488767
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt044679
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt064597
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt064597
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0439190
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0494415
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0677897
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05648
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0439190
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0494415
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0439190
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0488767
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0641447
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt037688
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0428136
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09622
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0175623
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031591
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0631825
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0641447
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt11500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEVEN R WRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID WRIGHT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0154 AVENUE H SE STE 1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11225 NEVERMORE CIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINTER HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BARTOW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033880
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133830
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt030264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt030828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt053357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt028561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt025955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt08500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.086879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.016804
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0631825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0615487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0614154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0578573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0585840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0505836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt015500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.239494
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt015500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt015500
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/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SR WRIGHT CPA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0154 AVENUE H SE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINTER HAVEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033880
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08632996815
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR THE BENEFIT OF THE CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOR THE CHILDREN'S BENEFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO ASSIST THE STUDENTS OF PSC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO BENEFIT THE UNIVERSITY BLDG FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO ASSIST WITH SCHOLARSHIP FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO HELP RENOVATE HISTORIC BLDG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILDHOOD BRAIN TUMOR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CITRUS CENTER BOYS & GIRLS CLUBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2POLK STATE COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WARNER UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FLORIDA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE RITZ THEATRE 100 INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0CHILDHOOD BRAIN TUMOR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1CITRUS CENTER BOYS & GIRLS CLUBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2POLK STATE COLLEGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3WARNER UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt4FLORIDA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt5THE RITZ THEATRE 100 INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020312 WATKINS MEADOW DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12400 HAVENDALE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2999 AVENUE H NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt313895 HWY 27
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4600 W COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5263 W CENTRAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0P O BOX 844
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GERMANTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WINTER HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WINTER HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKE WALES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4TALLAHASSEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WINTER HAVEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020876
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233881
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333859
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5338820844
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015500
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/AppliedToCurrentYearAmt05810
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09690
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt030463
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024653
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt09690
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01643
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01643
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOND AMORTIZATION EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt022
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt127
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt248
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt022
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt248
OtherIncomeSchedule2/OtherIncomeDetail/Desc0COLONIAL BANCGROUP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1KINDER MORGAN PTR INCREASE
OtherIncomeSchedule2/OtherIncomeDetail/Desc2ONEOK PARTNERS LP DECREASE
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ENBRIDGE ENERGY PTRS DECREASE
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0145
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1883
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-1778
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-861
OtherIncreasesSchedule/OtherIncreasesDetail/Amt010413
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0KINDER MORGAN ORDINARY INCOME
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ENBRIDGE ENERGY PARTNERS LP
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1ONEOK PARTNERS LP
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02345
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt13303
TaxesSchedule/TaxesDetail/Amt0112
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN R WRIGHT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08632996815

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$494,415
Liabilities
$5,648
Net assets
$488,767
Revenue
$63,586
Expenses
$24,422
Net income
$39,164
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.26$0.44$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.36$0.44$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.94$0.08$3.86$0.35$0.45$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.24$0.43$0.20
2020Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.05$0.34$0.29
2019Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.22$0.38$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.35$0.37$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.68$0.07$4.62$0.61$0.40$0.21
2016Detailed filing. Detailed filing data is available for this year.$4.53$0.12$4.41$0.10$0.47$0.37
2015Detailed filing. Detailed filing data is available for this year.$4.88$0.10$4.78$0.22$0.33$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.94$0.06$4.89$0.64$0.24$0.39
2013Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.00$0.37$0.37
2012Summary only. Only limited summary data is available for this year.$4.76$0.00$0.38$0.60$0.22
2011Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.35
2010Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.32