Civic Intelligence

Gagnon Foundation Inc.

990PF • Fiscal year 2023 • EIN 20-2302405

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2025

Organization Profile
618 Belle Isle AveBelleair Beach, FL 33786

(727) 585-3696

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

4th percentile

-215%

Higher net margin than 4% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

18th percentile

-4.5%

Faster asset growth than 18% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-87%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,623,186

Down $357,483 (-4.5%) from 2022

Net Assets

Down

$7,623,186

Down $357,483 (-4.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin4th percentile

Revenue

Down

$165,968

Down $1,080,325 (-87%) from 2022

Expenses

Up

$523,451

Up $138,541 (+36%) from 2022

Net Income

Down

-$357,483

Down $1,218,866 (-142%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $632,808Liabilities 2010: $0Net Assets 2010: $632,8082010Assets 2011: $779,169Liabilities 2011: $0Net Assets 2011: $779,1692011Assets 2012: $819,084Liabilities 2012: $0Net Assets 2012: $819,0842012Assets 2013: $966,207Liabilities 2013: $0Net Assets 2013: $966,2072013Assets 2014: $905,675Liabilities 2014: $0Net Assets 2014: $905,6752014Assets 2015: $833,105Liabilities 2015: $0Net Assets 2015: $833,1052015Assets 2016: $878,710Liabilities 2016: $0Net Assets 2016: $878,7102016Assets 2017: $839,673Liabilities 2017: $0Net Assets 2017: $839,6732017Assets 2018: $928,246Liabilities 2018: $0Net Assets 2018: $928,2462018Assets 2019: $1,092,157Liabilities 2019: $0Net Assets 2019: $1,092,1572019Assets 2020: $1,253,335Liabilities 2020: $0Net Assets 2020: $1,253,3352020Assets 2021: $7,119,286Liabilities 2021: $0Net Assets 2021: $7,119,2862021Assets 2022: $7,980,669Liabilities 2022: $0Net Assets 2022: $7,980,6692022Assets 2023: $7,623,186Liabilities 2023: $0Net Assets 2023: $7,623,1862023Assets 2024: $7,219,886Liabilities 2024: $1,949Net Assets 2024: $7,217,9372024

Highlighted filing

2023

Assets$7,623,186
Liabilities$0
Net Assets$7,623,186
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $82,8562010Expenses 2011: $174,8932011Expenses 2012: $201,7132012Revenue 2013: $338,034Expenses 2013: $190,911Net Income 2013: $147,1232013Revenue 2014: $200,863Expenses 2014: $261,395Net Income 2014: -$60,5322014Revenue 2015: $111,450Expenses 2015: $184,020Net Income 2015: -$72,5702015Revenue 2016: $181,868Expenses 2016: $136,263Net Income 2016: $45,6052016Revenue 2017: $91,247Expenses 2017: $130,284Net Income 2017: -$39,0372017Revenue 2018: $234,049Expenses 2018: $145,476Net Income 2018: $88,5732018Revenue 2019: $289,787Expenses 2019: $125,876Net Income 2019: $163,9112019Revenue 2020: $288,359Expenses 2020: $127,181Net Income 2020: $161,1782020Revenue 2021: $6,164,896Expenses 2021: $298,945Net Income 2021: $5,865,9512021Revenue 2022: $1,246,293Expenses 2022: $384,910Net Income 2022: $861,3832022Revenue 2023: $165,968Expenses 2023: $523,451Net Income 2023: -$357,4832023Revenue 2024: $232,576Expenses 2024: $637,825Net Income 2024: -$405,2492024

Highlighted filing

2023

Revenue$165,968
Expenses$523,451
Net Income-$357,483
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTINE L GAGNONPresident, SecretaryPT$0--
CHRISTIE V GAGNONVice President, TreasurerPT$0--
CHAD GAGNONDirectorPT$0--
BRANDON GAGNONDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Gagnon Foundation Inc
EIN
20-2302405
Phone
7275853696
Address
618 BELLE ISLE AVE, BELLEAIR BEACH, FL 33786

Signing Officer

Name
Christine Gagnon
Title
President
Phone
7275853696
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Cri Advisors LLC
Address
600 CLEVELAND STREET SUITE 1000, CLEARWATER, FL 33755
Preparer
Catherine Haug
Phone
7274460504
Raw XML AppendixShowing 400 of 738 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/Amt05008
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CRI
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE STATE OF FLORIDA DOES NOT REQUIRE NON-PROFIT ORGANIZATIONS WHO DO NOT SOLICIT CONTRIBUTIONS TO FILE A RETURN WITH THE ATTORNEY GENERAL.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0100835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt190376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt296362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt395902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4155013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt586803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6101879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt796625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt896621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9102437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1081714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11106845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1260473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1397069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14109397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1599311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1685022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1794123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18152057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1957643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20243739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2196645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2293782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2363978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2417300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25100462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2686273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27102340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28122916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2986058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30113125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3191183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0122618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1116502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt280523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3159047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4282634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5104426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6114621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7133120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8103965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9112548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1088006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11153139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1274068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13101717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14125235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15121451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16141695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17116483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18199182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1992808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20421165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21111904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2279812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2361125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2450384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25168688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2697842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27102641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28108375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29123720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3079087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31100896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC IRELAND SHARES CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ATMOS ENERGY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AUTOMATED DATA PROCESSING INCORPORATED (ADP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BROADRIDGE FINL SOLUTIONS INCORPORATED (BR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHEVRON CORPORATION NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CHUBB LIMITED (SWITZERLAND)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11COSTCO WHOLESALE CORPORATION NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12EMERSON ELECTRIC CO EMR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13INTERCONTINENTAL EXCHANGE INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JPMORGAN CHASE & CO JPM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17LOCKHEED MARTIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18LOWES COMPANIES INC LOW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MCDONALDS CORP MCD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MICROSOFT CORP MSFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MONDELEZ INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PAYCHEX INC PAYX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PHILLIPS 66 PSX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PROLOGIS INC REIT (PLD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27S&P GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28TRACTOR SUPPLY COMPANY (TSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UNITED PARCEL SERVICE INC CLASS B (UPS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WALMART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0282628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt138584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2195912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3111236
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt494390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt544690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6154358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt745183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt863500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9103998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1095312
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11300026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12300173
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1384594
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1492531
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15205078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1643854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17293455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18285621
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1942340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIRST TRUST CAPITAL STRENTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIRST TRUST ENERGY ALPHADEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORTMATURITY ETF NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7FIRST TRUST WATER ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8FT CBOE VEST INTL EQ BFFR ETF - (YMAR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9FT CBOE VEST NASDAQ-100 BUFFER ETF - MARCH (QMAR)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10FT CBOE VEST U.S. EQUITY BUFFER ETF - JUNE (FJUN)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11INNOVATOR U.S EQUITY POWER BUFFER ETF (PJAN)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12INNOVATOR U.S EQUITY ULTRA BUFFER ETF (UDEC)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13PACER GLOBAL CASH COWS DIVIDEND ETF (GCOW)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14PACER TRENDPILOT US LARGE CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PACER US CASH COWS 100 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16PACER US SMALL CAP CASH COWS 100 ETF (CALF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17US TREASURY BILLS OID 03/07/2024 DUE 03/07/2024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18US TREASURY BILLS OID 06/13/2023 DUE 06/13/2023
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19VANECK MORNINGSTAR INTERNATIONAL ETF (MOTI)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0288704
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2196162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt396357
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt497935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt527917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6160177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt748916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt866543
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9126100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10116600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11352737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12349631
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1385881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14101555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15226053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1652497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17297180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18293139
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1941790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0197470
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-61949
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0135521
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0135521
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05008
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0462000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0462000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt030447
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0197470
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0197470
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-357483
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01087045
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-61949
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0154291
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt043179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt043179
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02514
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0462000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043179
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0523451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0197470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0165968
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043179
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt061451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0240576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1908418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-11503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-50446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-11503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-50446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0229073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1857972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-61949
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-357483
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07623186
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07980669
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07623186
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0413227
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0413227
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0413227
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0415372
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02145
IRS990PF/DistributableAmountGrp/TotalTaxAmt02145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0731
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02876
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0731
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02145
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02876
IRS990PF/FMVAssetsEOYAmt08684353
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03819051
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03184308
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04049427
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02876
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0731
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02387347
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02877463
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03074242
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07980669
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07623186
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01771392
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01560684
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01560684
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07980669
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07623186
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08684353
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07980669
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07623186
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07980669
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07623186
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08433951
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01406872
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07027079
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0126509
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0415372
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08307442
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08433951
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHRISTINE L GAGNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHRISTIE V GAGNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHAD GAGNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BRANDON GAGNON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0618 BELLE ISLE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1618 BELLE ISLE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2300 BEACH DRIVE UNIT 307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt314284 JOEL CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BELLEAIR BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BELLEAIR BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ST PETERSBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033786
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133786
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333774
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0462000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0462000
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/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0618 BELLE ISLE AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BELLEAIR BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033786
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum07275853696
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CHRISTINE L GAGNON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,623,186
Liabilities
$0
Net assets
$7,623,186
Revenue
$165,968
Expenses
$523,451
Net income
-$357,483
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.23$0.64$0.41
2023Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.17$0.52$0.36
2022Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$1.25$0.38$0.86
2021Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$6.16$0.30$5.87
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.29$0.13$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.29$0.13$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.23$0.15$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.09$0.13$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.18$0.14$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.11$0.18$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.20$0.26$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.34$0.19$0.15
2012Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.20
2011Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.17
2010Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.08