Civic Intelligence

Gerard and Ruth Daniel Foundation Inc

990PF • Fiscal year 2014 • EIN 13-6207879

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 21, 2015

Organization Profile
1301 N Tamiami Trail Unit 614Sarasota, FL 34236

(941) 383-3628

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.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

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.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

46th percentile

0.9%

Faster asset growth than 46% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-60%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,350,160

Up $21,109 (+0.9%) from 2013

Net Assets

$2,350,160

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin67th percentile

Revenue

Down

$161,035

Down $240,409 (-60%) from 2013

Expenses

Up

$139,926

Up $290 (+0.2%) from 2013

Net Income

Down

$21,109

Down $240,699 (-92%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,074,356Liabilities 2011: $02011Assets 2012: $2,067,243Liabilities 2012: $02012Assets 2013: $2,329,051Liabilities 2013: $02013Assets 2014: $2,350,160Liabilities 2014: $0Net Assets 2014: $2,350,1602014Assets 2015: $2,292,754Liabilities 2015: $0Net Assets 2015: $2,292,7542015Assets 2016: $2,246,844Liabilities 2016: $0Net Assets 2016: $2,246,8442016Assets 2017: $2,149,379Liabilities 2017: $0Net Assets 2017: $2,149,3792017Assets 2018: $2,118,230Liabilities 2018: $0Net Assets 2018: $2,118,2302018Assets 2019: $3,014,178Liabilities 2019: $0Net Assets 2019: $3,014,1782019Assets 2020: $2,849,055Liabilities 2020: $0Net Assets 2020: $2,849,0552020Assets 2021: $2,678,287Liabilities 2021: $0Net Assets 2021: $2,678,2872021Assets 2022: $2,474,869Liabilities 2022: $0Net Assets 2022: $2,474,8692022Assets 2023: $2,712,762Liabilities 2023: $0Net Assets 2023: $2,712,7622023Assets 2024: $2,475,795Liabilities 2024: $0Net Assets 2024: $2,475,7952024

Highlighted filing

2014

Assets$2,350,160
Liabilities$0
Net Assets$2,350,160
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $86,092Expenses 2011: $92,933Net Income 2011: -$6,8412011Revenue 2012: $98,836Expenses 2012: $105,949Net Income 2012: -$7,1132012Revenue 2013: $401,444Expenses 2013: $139,636Net Income 2013: $261,8082013Revenue 2014: $161,035Expenses 2014: $139,926Net Income 2014: $21,1092014Revenue 2015: $94,531Expenses 2015: $151,937Net Income 2015: -$57,4062015Revenue 2016: $91,838Expenses 2016: $137,748Net Income 2016: -$45,9102016Revenue 2017: $43,946Expenses 2017: $141,411Net Income 2017: -$97,4652017Revenue 2018: $99,994Expenses 2018: $131,143Net Income 2018: -$31,1492018Revenue 2019: $1,164,757Expenses 2019: $268,809Net Income 2019: $895,9482019Revenue 2020: $95,761Expenses 2020: $260,884Net Income 2020: -$165,1232020Revenue 2021: $122,177Expenses 2021: $292,945Net Income 2021: -$170,7682021Revenue 2022: $39,279Expenses 2022: $242,695Net Income 2022: -$203,4162022Revenue 2023: $478,322Expenses 2023: $240,429Net Income 2023: $237,8932023Revenue 2024: $162,241Expenses 2024: $400,013Net Income 2024: -$237,7722024

Highlighted filing

2014

Revenue$161,035
Expenses$139,926
Net Income$21,109
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 21, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GERARD DANIELPresident-$0--
MIRIAM DANIELDirector-$0--
RALPH DANIELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Gerard and Ruth Daniel Foundation Inc
EIN
13-6207879
Phone
9413833628
Address
1301 N TAMIAMI TRAIL UNIT 614, SARASOTA, FL 34236

Signing Officer

Name
Miriam Daniel
Title
Treasurer
Phone
3016541259
Signed
2015-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Squire Lemkin Company Llp
Address
111 ROCKVILLE PIKE SUITE 475, ROCKVILLE, MD 20850
Preparer
Nancy Johnson
Phone
3014246800
Raw XML AppendixShowing 400 of 779 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt050061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt282765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt39656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4101413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt580040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt699975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7211083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt857590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt960699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1027628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1151350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt132952
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/PropertyDesc050000 LOOMIS SAYLES GLOBAL RETAIL CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150000 IVY ASSET STRATEGY F I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc270000 IVY ASSET STRATEGY F I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3896.79 PIMCO INVESTMENT GRA TE BOND FUND CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100025 PIMCO INSTL CLASS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc580606 ROYAL BK SCOTLANG NV CAP TRENDPILOT EXCHANGE TRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100220 SCHWAB TOTAL BOND MA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc719988.237 PIMCO INV GRA TE BOND FUND CLASS A VARIOUS DATES ACQUIRED & SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8725 SHS CONOCOPHILLIPS COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91220 SHS VERIZON COMMUNICATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10362 SHS PHILLIPS 66 COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150500 ING GROEP N V PERP D PN-7.2% CPN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED & SOLD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt071796
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt021109
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02350160
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02329051
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02350160
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0120842
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0120842
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0120842
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0122251
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01409
IRS990PF/DistributableAmountGrp/TotalTaxAmt01409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt02429527
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0304425
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0253151
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0255350
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0144547
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt059858
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0122554
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01891
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02665
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02665
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01740929
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01886711
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01901069
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02329051
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02350160
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0135617
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0146370
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0146370
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02329051
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02350160
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02429527
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02329051
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02350160
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02329051
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02350160
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01642
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01405
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01519
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02482244
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0140652
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02341592
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt037234
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0122251
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02445010
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02482244
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GERARD DANIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MIRIAM DANIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RALPH DANIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01301 N TAMIAMI TRAIL UNIT 614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14108 LELAND STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt224 OAKDALE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHEVY CHASE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN RAFAEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd120815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt094727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt096136
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0115409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0100530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt089250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt088617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt054155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.042002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.038488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.039488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.025824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02445010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02408793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02393475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02318910
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02244132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02097113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0113907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.193714
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0112498
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0113907
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01409
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,350,160
Liabilities
$0
Net assets
$2,350,160
Revenue
$161,035
Expenses
$139,926
Net income
$21,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.16$0.40$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.48$0.24$0.24
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.04$0.24$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.12$0.29$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.85$0.00$2.85$0.10$0.26$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$1.16$0.27$0.90
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$0.10$0.13$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.04$0.14$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.09$0.14$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.09$0.15$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.16$0.14$0.02
2013Summary only. Only limited summary data is available for this year.$2.33$0.00$0.40$0.14$0.26
2012Summary only. Only limited summary data is available for this year.$2.07$0.00$0.10$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$2.07$0.00$0.09$0.09$0.01