Civic Intelligence

David E Simon & Jacqueline S Simon Charitable Foundation

990PF • Fiscal year 2022 • EIN 14-1859319

Jan 01, 2022 to Dec 31, 2022 • Filed on May 16, 2023

Organization Profile
PO Box 78394Indianapolis, IN 46278

(317) 636-1600

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

11th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

4th percentile

-201%

Higher net margin than 4% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

29th percentile

-7.1%

Faster asset growth than 29% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-64%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$61,097,529

Down $4,690,905 (-7.1%) from 2021

Net Assets

Down

$61,097,529

Down $4,690,905 (-7.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin4th percentile

Revenue

Down

$1,641,869

Down $2,979,620 (-64%) from 2021

Expenses

Up

$4,940,909

Up $1,732,376 (+54%) from 2021

Net Income

Down

-$3,299,040

Down $4,711,996 (-333%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$80M$60M$40M$20M$0Assets 2011: $470,578Liabilities 2011: $02011Assets 2012: $1,066,605Liabilities 2012: $02012Assets 2013: $3,955,848Liabilities 2013: $02013Assets 2014: $50,990,235Liabilities 2014: $02014Assets 2015: $52,939,474Liabilities 2015: $02015Assets 2019: $62,678,176Liabilities 2019: $860Net Assets 2019: $62,677,3162019Assets 2020: $64,778,512Liabilities 2020: $5,160Net Assets 2020: $64,773,3522020Assets 2021: $65,788,434Liabilities 2021: $0Net Assets 2021: $65,788,4342021Assets 2022: $61,097,529Liabilities 2022: $0Net Assets 2022: $61,097,5292022Assets 2023: $56,967,217Liabilities 2023: $12023Assets 2024: $53,389,039Liabilities 2024: $0Net Assets 2024: $53,389,0392024

Highlighted filing

2022

Assets$61,097,529
Liabilities$0
Net Assets$61,097,529
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $1,519,855Expenses 2011: $976,227Net Income 2011: $543,6282011Revenue 2012: $1,629,937Expenses 2012: $968,028Net Income 2012: $661,9092012Revenue 2013: $4,100,094Expenses 2013: $1,145,851Net Income 2013: $2,954,2432013Revenue 2014: $50,786,327Expenses 2014: $3,715,606Net Income 2014: $47,070,7212014Revenue 2015: $6,839,151Expenses 2015: $4,634,912Net Income 2015: $2,204,2392015Revenue 2019: $7,627,423Expenses 2019: $2,984,557Net Income 2019: $4,642,8662019Revenue 2020: $4,951,397Expenses 2020: $2,625,869Net Income 2020: $2,325,5282020Revenue 2021: $4,621,489Expenses 2021: $3,208,533Net Income 2021: $1,412,9562021Revenue 2022: $1,641,869Expenses 2022: $4,940,909Net Income 2022: -$3,299,0402022Revenue 2023: $2,438,463Expenses 2023: $8,016,331Net Income 2023: -$5,577,8682023Revenue 2024: $2,899,604Expenses 2024: $6,935,601Net Income 2024: -$4,035,9972024

Highlighted filing

2022

Revenue$1,641,869
Expenses$4,940,909
Net Income-$3,299,040
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 16, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID E SIMONTrustee-$0--
JACQUELINE S SIMONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
David E Simon & Jacqueline S Simon
EIN
14-1859319
Phone
3176361600
Address
PO BOX 78394, INDIANAPOLIS, IN 46278

Signing Officer

Name
David Simon
Title
Trustee
Phone
3176361600
Signed
2023-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
9365 COUNSELORS ROW SUITE 200, INDIANAPOLIS, IN 46240
Preparer
Patti M Howard CPA
Phone
3175749100
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt60826592
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt61302956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt62858514
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt63560914
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt641301245
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt65691517
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt66563106
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt671320782
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt68678479
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt691275625
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt701149462
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt71385729
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt72905310
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt73307711
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt74609826
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt75695761
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt761090630
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt77342931
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt781106823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0740950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt035,000 UNITS BLACKSTONE MORTGAGE TRUST, INC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0740950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0701303
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-184036
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0517267
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0517267
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01576
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06306
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07882
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt04841425
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt04841425
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01124602
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0701303
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0701303
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3299040
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt025781438
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-184036
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0611732
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt083265
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt089102
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt04843001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt089571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04940909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0701303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01641869
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01576
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt089571
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt099484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110409401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21306073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-142074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-45889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-142074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-45889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014107926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110363512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES W5000 - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES F6003 - LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES F6003 - ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-184036
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3299040
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01429518
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt037653
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt062527047
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt065788434
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt061097529
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03096910
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03096910
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03096910
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03105413
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08503
IRS990PF/DistributableAmountGrp/TotalTaxAmt08503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08503
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018262
IRS990PF/FMVAssetsEOYAmt061097529
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt040834310
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt057720998
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt057720998
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01071700
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0740950
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0740950
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt065788434
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt061097529
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023882424
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02635581
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02635581
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt065788434
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt061097529
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt061097529
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt065788434
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt061097529
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt065788434
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt061097529
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt063054072
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014978365
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt048075707
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0945811
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03105413
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt062108261
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt063054072
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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/PersonNm0DAVID E SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACQUELINE S SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09001 COLLINS AVENUE UNITS 411 412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19001 COLLINS AVENUE UNITS 411 412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SURFSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SURFSIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt04843001
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt04843001
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,097,529
Liabilities
$0
Net assets
$61,097,529
Revenue
$1,641,869
Expenses
$4,940,909
Net income
-$3,299,040
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$53.4$0.00$53.4$2.90$6.94$4.04
2023Summary only. Only limited summary data is available for this year.$57.0$0.00$2.44$8.02$5.58
2022Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$1.64$4.94$3.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.8$0.00$65.8$4.62$3.21$1.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.8$0.01$64.8$4.95$2.63$2.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.7$0.00$62.7$7.63$2.98$4.64
2015Summary only. Only limited summary data is available for this year.$52.9$0.00$6.84$4.63$2.20
2014Summary only. Only limited summary data is available for this year.$51.0$0.00$50.8$3.72$47.1
2013Summary only. Only limited summary data is available for this year.$3.96$0.00$4.10$1.15$2.95
2012Summary only. Only limited summary data is available for this year.$1.07$0.00$1.63$0.97$0.66
2011Summary only. Only limited summary data is available for this year.$0.47$0.00$1.52$0.98$0.54