Civic Intelligence

Gerard and Ruth Daniel Foundation Inc

990PF • Fiscal year 2015 • EIN 13-6207879

Jan 01, 2015 to Dec 31, 2015 • Filed on May 09, 2016

4108 Leland StreetChevy Chase, MD 20815

(301) 654-1259

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

10th percentile

-61%

Higher net margin than 10% 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

34th percentile

-2.4%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

11th percentile

-41%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Down

$2,292,754

Down $57,406 (-2.4%) from 2014

Net Assets

Down

$2,292,754

Down $57,406 (-2.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$94,531

Down $66,504 (-41%) from 2014

Expenses

Up

$151,937

Up $12,011 (+8.6%) from 2014

Net Income

Down

-$57,406

Down $78,515 (-372%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$2,292,754
Liabilities$0
Net Assets$2,292,754

Operations Trend

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

2015

Revenue$94,531
Expenses$151,937
Net Income-$57,406
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 9, 2016
Return Version
2015v2.1
Compensation and Service Providers

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
3016541259
Address
4108 LELAND STREET, CHEVY CHASE, MD 20815

Signing Officer

Name
Miriam Daniel
Title
Director
Phone
3016541259
Signed
2016-05-09
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
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6111661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt987981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1064843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1231525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1376596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174446
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/PropertyDesc0GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62,724 SHARES ROYAL BANK SCOTLAND NV CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92,852 SHARES ISHARES TR INTL SELE TF INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102,102 SHARES ISHARES TR INTL SELE TF INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12390 SHARES EXPRESS SCRIPTS HOLDING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc133000 MERRILL LYNCH PFD CA ORIGINATED PFD CPN 7.28& FREQ-Q RTL PERP MATY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16GNMA II GTD MTG PASS THRU POOL - VARIOUS SERIES & DATES ACQUIRED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162015-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt025092
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-57406
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02292754
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02350160
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02292754
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0115977
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0115977
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0115977
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0116735
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0758
IRS990PF/DistributableAmountGrp/TotalTaxAmt0758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02590
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0758
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02590
IRS990PF/FMVAssetsEOYAmt02251067
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0313009
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0234032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0252848
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02665
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03127
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03127
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01886711
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01962409
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01901840
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02350160
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02292754
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0146370
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt092206
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt092206
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02350160
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02292754
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02251067
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02350160
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02292754
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02350160
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02292754
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01405
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0980
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01046
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02370244
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0123613
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02246631
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035554
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0116735
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02334690
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02370244
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/AdjNetVlNoncharitableAssetsAmt099878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0100636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0112498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0115409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0100530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt089250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt088617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046011
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.042002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.038488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.039488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02334690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02445010
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02408793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02393475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02318910

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Filings

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