Civic Intelligence

William T Morris Foundation Inc.

990PF • Fiscal year 2021 • EIN 13-1600908

Jul 01, 2020 to Jun 30, 2021 • Filed on May 11, 2022

Organization Profile
9336 Tulipano TerraceNaples, FL 34119

(845) 359-2020

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

67th percentile

27%

Higher net margin than 67% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

89th percentile

$557,809

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

28th percentile

2.3%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

2671%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$38,663,238

Up $868,796 (+2.3%) from 2020

Net Assets

$38,632,819

No earlier filing loaded for comparison.

Liabilities

Up

$30,419

Up $27,364 (+896%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin67th percentile

Revenue

Up

$3,249,353

Up $3,132,105 (+2671%) from 2020

Expenses

Down

$2,369,971

Down $364,668 (-13%) from 2020

Net Income

Up

$879,382

Up $3,496,773 (+134%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$60M$40M$20M$0-$20MAssets 2011: $48,282,274Liabilities 2011: $4,7272011Assets 2012: $46,181,326Liabilities 2012: -$32,8422012Assets 2013: $46,596,596Liabilities 2013: $3,8812013Assets 2014: $47,498,005Liabilities 2014: $10,3882014Assets 2015: $47,322,669Liabilities 2015: $1,4012015Assets 2019: $40,427,950Liabilities 2019: $2,2572019Assets 2020: $37,794,442Liabilities 2020: $3,0552020Assets 2021: $38,663,238Liabilities 2021: $30,419Net Assets 2021: $38,632,8192021Assets 2022: $38,328,165Liabilities 2022: $5,989Net Assets 2022: $38,322,1762022Assets 2023: $36,887,426Liabilities 2023: $6,2662023Assets 2024: $36,111,166Liabilities 2024: $4,342Net Assets 2024: $36,106,8242024

Highlighted filing

2021

Assets$38,663,238
Liabilities$30,419
Net Assets$38,632,819
Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $2,988,556Expenses 2011: $3,139,631Net Income 2011: -$151,0752011Revenue 2012: $1,047,819Expenses 2012: $3,094,590Net Income 2012: -$2,046,7712012Revenue 2013: $3,603,298Expenses 2013: $3,194,375Net Income 2013: $408,9232013Revenue 2014: $4,224,748Expenses 2014: $3,292,551Net Income 2014: $932,1972014Revenue 2015: $3,255,763Expenses 2015: $3,394,370Net Income 2015: -$138,6072015Revenue 2019: $2,025,780Expenses 2019: $3,213,172Net Income 2019: -$1,187,3922019Revenue 2020: $117,248Expenses 2020: $2,734,639Net Income 2020: -$2,617,3912020Revenue 2021: $3,249,353Expenses 2021: $2,369,971Net Income 2021: $879,3822021Revenue 2022: $2,272,873Expenses 2022: $2,559,433Net Income 2022: -$286,5602022Revenue 2023: $1,000,260Expenses 2023: $2,432,272Net Income 2023: -$1,432,0122023Revenue 2024: $1,619,680Expenses 2024: $2,378,411Net Income 2024: -$758,7312024

Highlighted filing

2021

Revenue$3,249,353
Expenses$2,369,971
Net Income$879,382
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 11, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BA AUGUSTPresidentFT$500,809$57,000$557,809
J JOHNSTONExecutive VP, Treasurer, DPT$113,124$16,969$130,093
R PATTIVice Pres/Secretary And DiPT$34,762-$34,762
P BARRETTVice Pres And DirectorPT$34,762-$34,762
BA AUGUSTDirectorPT$34,762-$34,762
J JOHNSTONDirectorPT$34,762-$34,762
S APRILDirectorPT$34,762-$34,762
S APRILVice Pres And DirectorPT$26,476$3,971$30,447
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSCHEDULE PROVIDED UPON REQUESTPROGRAM AND PROJECT SUPPORT-NAPLES, FL, US$1,173,500
Filing and Contact Details

Filer

Filer Name
The William T Morris Foundation Inc
EIN
13-1600908
Phone
8453592020
Address
9336 TULIPANO TERRACE, NAPLES, FL 34119

Signing Officer

Name
Jeffrey Johnston
Title
Executive VP
Phone
8453592020
Signed
2022-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Demasco Sena & Jahelka Llp
Address
1400 OLD COUNTRY RD SUITE 310E, WESTBURY, NY 11590
Preparer
Christopher Sena
Phone
5165416549
Raw XML AppendixShowing 400 of 447 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/Amt064500
AccountingFeesSchedule/AccountingFeesDetail/Amt11722
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0DEMASCO, SENA & JAHELKA
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1PAYROLL SERVICE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt016125
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1431
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt048375
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt11291
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BONDS - SCHEDULE B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0979343
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0897773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt033283612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt041457576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS - SCHEDULE A
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0960365
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd003
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02288986
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd003
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd003
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03249353
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03249353
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt016556
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt049666
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt066222
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02288986
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0482585
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0331634
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0814219
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01173500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01173500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0960365
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0960365
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0879382
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt073479317
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0345
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0283
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0628
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02288986
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02726935
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt025923
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt021212
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt047135
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt011549
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010875
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022424
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0110315
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt090258
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0200573
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt018628
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt018490
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01847553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0522418
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02369971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03249353
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03249353
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0674053
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0522418
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01196471
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt08152
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt08152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt070749105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1441226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02262521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02262521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt073011626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1467691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHEDULES UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SCHEDULES UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02288986
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0879382
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt037950
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038670769
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt037791387
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038632819
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02158247
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02158247
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02158247
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02196151
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt037904
IRS990PF/DistributableAmountGrp/TotalTaxAmt037904
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012980
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt015000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt037904
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt037904
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt037904
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt09970
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt027980
IRS990PF/FMVAssetsEOYAmt046755632
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03055
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05449
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01420569
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0979343
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0897773
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt030698586
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt033283612
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt041457576
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt037791387
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt038632819
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt033532
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt018658
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt018658
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt024970
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05641755
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04381625
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04381625
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt037794442
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt038663238
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt046755632
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03055
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt030419
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt037794442
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt038663238
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt037791387
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038632819
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt044591900
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03734933
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt040856967
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0668879
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02196151
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt043923021
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt044591900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0DEMASCO SENA & JAHELKA LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt064500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01400 OLD COUNTRY ROAD STE 310E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WESTBURY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd011590
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt035.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt425.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0500809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt134762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt234762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt326476
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4113124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt534762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt634762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt734762
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt057000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt33971
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt416969
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BA AUGUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1R PATTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2P BARRETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3S APRIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4J JOHNSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BA AUGUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6J JOHNSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7S APRIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRES/SECRETARY AND DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRES AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRES AND DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4EXECUTIVE VP, TREASURER, D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09336 TULIPANO TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19336 TULIPANO TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29336 TULIPANO TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39336 TULIPANO TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt49336 TULIPANO TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt59336 TULIPANO TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt69336 TULIPANO TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt79336 TULIPANO TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd234119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd334119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd434119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd534119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd634119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd734119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01847553
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01847553
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01847553
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
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09336 TULIPANO TERRACE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034119
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum08453592020
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WTMF.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN WRITING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BRUCE AUGUST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08453592020
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt09336 TULIPANO TERRACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034119
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO DEADLINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01173500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM AND PROJECT SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHEDULE PROVIDED UPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09336 TULIPANO TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034119
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01173500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01847553
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02158247
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0310694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt066713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0456585
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0602327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0258775
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0469038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0310694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0158344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01384400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt066713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0456585
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0602327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0258775
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01847553
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01542744
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01853438
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0CORPORATION SERVICE CORP
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0345
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0628
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0283
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt015322
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt15230
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt212980
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PREPAID MEDICAL
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2PREPAID FEDERAL EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt012449
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt16209
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt20
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt012449
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt16209
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt20
OtherDecreasesSchedule/OtherDecreasesDetail/Amt037950
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMPUTER SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INTERNET / CABLE / TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4DIRECTORS LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5STATIONERY & SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0105
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1348
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt26081
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt44760
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5226
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt629
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0317
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1285
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24976
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt43894
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5185
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt623
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt71170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0422
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1633
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt211057
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt48654

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,663,238
Liabilities
$30,419
Net assets
$38,632,819
Revenue
$3,249,353
Expenses
$2,369,971
Net income
$879,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$36.1$0.00$36.1$1.62$2.38$0.76
2023Detailed filing. Detailed filing data is available for this year.$36.9$0.01$1.00$2.43$1.43
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$38.3$0.01$38.3$2.27$2.56$0.29
2021Detailed filing. Detailed filing data is available for this year.$38.7$0.03$38.6$3.25$2.37$0.88
2020Summary only. Only limited summary data is available for this year.$37.8$0.00$0.12$2.73$2.62
2019Summary only. Only limited summary data is available for this year.$40.4$0.00$2.03$3.21$1.19
2015Summary only. Only limited summary data is available for this year.$47.3$0.00$3.26$3.39$0.14
2014Summary only. Only limited summary data is available for this year.$47.5$0.01$4.22$3.29$0.93
2013Summary only. Only limited summary data is available for this year.$46.6$0.00$3.60$3.19$0.41
2012Summary only. Only limited summary data is available for this year.$46.2$0.03$1.05$3.09$2.05
2011Summary only. Only limited summary data is available for this year.$48.3$0.00$2.99$3.14$0.15