Civic Intelligence

Halperin Foundation Inc

990PF • Fiscal year 2015 • EIN 06-0972125

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

Organization Profile
2494 South Ocean Blvd No Ph C-9Boca Raton, FL 33432

(407) 989-0382

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

40th percentile

-1.5%

Faster asset growth than 40% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

10th percentile

-46%

Faster revenue growth than 10% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,606,333

Down $55,425 (-1.5%) from 2014

Net Assets

Down

$3,606,333

Down $53,719 (-1.5%) from 2014

Liabilities

Down

$0

Down $1,706 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin17th percentile

Revenue

Down

$222,448

Down $187,117 (-46%) from 2014

Expenses

Down

$276,167

Down $24,780 (-8.2%) from 2014

Net Income

Down

-$53,719

Down $162,337 (-149%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,394,495Liabilities 2010: $02010Assets 2011: $4,205,721Liabilities 2011: $0Net Assets 2011: $4,205,7212011Assets 2012: $3,476,380Liabilities 2012: $491Net Assets 2012: $3,475,8892012Assets 2013: $3,552,369Liabilities 2013: $9352013Assets 2014: $3,661,758Liabilities 2014: $1,706Net Assets 2014: $3,660,0522014Assets 2015: $3,606,333Liabilities 2015: $0Net Assets 2015: $3,606,3332015Assets 2016: $3,507,090Liabilities 2016: $0Net Assets 2016: $3,507,0902016Assets 2017: $3,468,306Liabilities 2017: $0Net Assets 2017: $3,468,3062017Assets 2018: $3,395,081Liabilities 2018: $0Net Assets 2018: $3,395,0812018Assets 2019: $3,479,863Liabilities 2019: $0Net Assets 2019: $3,479,8632019Assets 2020: $3,278,272Liabilities 2020: $0Net Assets 2020: $3,278,2722020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2015

Assets$3,606,333
Liabilities$0
Net Assets$3,606,333
Open 2015 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $192,483Expenses 2010: $345,164Net Income 2010: -$152,6812010Expenses 2011: $258,0872011Expenses 2012: $253,2452012Revenue 2013: $346,111Expenses 2013: $270,566Net Income 2013: $75,5452013Revenue 2014: $409,565Expenses 2014: $300,947Net Income 2014: $108,6182014Revenue 2015: $222,448Expenses 2015: $276,167Net Income 2015: -$53,7192015Revenue 2016: $178,702Expenses 2016: $277,945Net Income 2016: -$99,2432016Revenue 2017: $250,756Expenses 2017: $289,540Net Income 2017: -$38,7842017Revenue 2018: $202,926Expenses 2018: $276,151Net Income 2018: -$73,2252018Revenue 2019: $318,406Expenses 2019: $233,624Net Income 2019: $84,7822019Revenue 2020: $10,478Expenses 2020: $212,069Net Income 2020: -$201,5912020Revenue 2021: $677,910Expenses 2021: $127,256Net Income 2021: $550,6542021

Highlighted filing

2015

Revenue$222,448
Expenses$276,167
Net Income-$53,719
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARRY S HALPERINTrustee-$0--
CAROL MINKINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Halperin Foundation Inc
EIN
06-0972125
Phone
4079890382
Address
2494 SOUTH OCEAN BLVD NO PH C-9, BOCA RATON, FL 33432

Signing Officer

Name
Barry Halperin
Title
Trustee
Phone
4079890382
Signed
2016-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Samet & Company Pc
Address
1330 BOYLSTON STREET, CHESTNUT HILL, MA 02467-2111
Preparer
Jeffrey Swersky
Phone
6177311222
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16151353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1714716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1817247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19132470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2037578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2121315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22157467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23171486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24107500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt254915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt265352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BLACKSTONE GROUP K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MS #0811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MS #0811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MS #0811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MS #1347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MS #1347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MS #1347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MS #1347
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MS #1717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MS #1717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MS #1717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11MS #1717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MS #3831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MS #3831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MS #3831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MS #3970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16MS #3970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MS #3970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18MS #4119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19MS #4119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20MS #4119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21MS #4689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22MS #4689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23MS #1722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24MS #1722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25MS #1915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0118904
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-53719
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03606333
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03660052
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03606333
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0197446
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0197446
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0197446
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0200220
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02774
IRS990PF/DistributableAmountGrp/TotalTaxAmt02774
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt05500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02774
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02774
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02774
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012100
IRS990PF/FMVAssetsEOYAmt03817022
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt038645
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt084560
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt084560
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01161854
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01024912
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01002009
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01989165
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01536582
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01795733
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0890
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0890
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0337971
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0526276
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0502265
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01706
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03660052
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03606333
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt069045
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0223490
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0223490
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03661758
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03606333
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03817022
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt01706
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03661758
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03606333
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03660052
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03606333
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt065078
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0210513
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0208965
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04065375
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0403330
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03662045
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt060981
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0200220
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04004394
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04065375
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARRY S HALPERIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROL MINKIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02494 SOUTH OCEAN BOULEVARD PH C-9
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14405 WOODFIELD BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOCA RATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOCA RATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033432
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133434
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0211328
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0212715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0209066
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0202849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0187510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0188889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0284172
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.066851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04004394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04108080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03965536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03700533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04263338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04250849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0182921
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263871
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0182921
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0182921
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0182921
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,606,333
Liabilities
$0
Net assets
$3,606,333
Revenue
$222,448
Expenses
$276,167
Net income
-$53,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.68$0.13$0.55
2020Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.01$0.21$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.32$0.23$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.20$0.28$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.25$0.29$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.18$0.28$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.22$0.28$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.41$0.30$0.11
2013Summary only. Only limited summary data is available for this year.$3.55$0.00$0.35$0.27$0.08
2012Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.25
2011Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.26
2010Summary only. Only limited summary data is available for this year.$4.39$0.00$0.19$0.35$0.15