Civic Intelligence

Treffert Family Foundation Inc.

990PF • Fiscal year 2018 • EIN 20-3995376

Dec 01, 2017 to Nov 30, 2018 • Filed on Oct 14, 2019

3415 Gateway RoadBrookfield, WI 53045

(262) 790-4960

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

70th percentile

7.0%

Faster asset growth than 70% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

89th percentile

63%

Faster revenue growth than 89% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$5,162,654

Up $339,786 (+7.0%) from 2017

Net Assets

Up

$5,162,654

Up $339,786 (+7.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$184,292

Up $71,058 (+63%) from 2017

Expenses

Down

$48,553

Down $360,595 (-88%) from 2017

Net Income

Up

$135,739

Up $431,653 (+146%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,117,415Liabilities 2010: $0Net Assets 2010: $1,117,4152010Assets 2011: $1,055,484Liabilities 2011: $0Net Assets 2011: $1,055,4842011Assets 2012: $1,098,694Liabilities 2012: $0Net Assets 2012: $1,098,6942012Assets 2013: $2,862,764Liabilities 2013: $0Net Assets 2013: $2,862,7642013Assets 2014: $4,953,607Liabilities 2014: $0Net Assets 2014: $4,953,6072014Assets 2015: $4,933,030Liabilities 2015: $0Net Assets 2015: $4,933,0302015Assets 2016: $4,786,834Liabilities 2016: $0Net Assets 2016: $4,786,8342016Assets 2017: $4,822,868Liabilities 2017: $0Net Assets 2017: $4,822,8682017Assets 2018: $5,162,654Liabilities 2018: $0Net Assets 2018: $5,162,6542018Assets 2019: $5,930,507Liabilities 2019: $0Net Assets 2019: $5,930,5072019Assets 2020: $5,424,394Liabilities 2020: $0Net Assets 2020: $5,424,3942020Assets 2021: $6,717,698Liabilities 2021: $0Net Assets 2021: $6,717,6982021Assets 2022: $5,990,597Liabilities 2022: $0Net Assets 2022: $5,990,5972022Assets 2023: $6,527,382Liabilities 2023: $0Net Assets 2023: $6,527,3822023Assets 2024: $6,256,907Liabilities 2024: $0Net Assets 2024: $6,256,9072024

Highlighted filing

2018

Assets$5,162,654
Liabilities$0
Net Assets$5,162,654

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,049,0482010Expenses 2011: $60,6962011Expenses 2012: $17,7852012Expenses 2013: $28,9232013Revenue 2014: $2,190,819Expenses 2014: $104,562Net Income 2014: $2,086,2572014Revenue 2015: $1,572,872Expenses 2015: $1,202,704Net Income 2015: $370,1682015Revenue 2016: $33,775Expenses 2016: $180,424Net Income 2016: -$146,6492016Revenue 2017: $113,234Expenses 2017: $409,148Net Income 2017: -$295,9142017Revenue 2018: $184,292Expenses 2018: $48,553Net Income 2018: $135,7392018Revenue 2019: $522,051Expenses 2019: $357,644Net Income 2019: $164,4072019Revenue 2020: $315,909Expenses 2020: $423,186Net Income 2020: -$107,2772020Revenue 2021: $2,174,068Expenses 2021: $61,140Net Income 2021: $2,112,9282021Revenue 2022: $1,586,423Expenses 2022: $682,178Net Income 2022: $904,2452022Revenue 2023: $2,891,645Expenses 2023: $468,981Net Income 2023: $2,422,6642023Revenue 2024: $1,593,907Expenses 2024: $939,021Net Income 2024: $654,8862024

Highlighted filing

2018

Revenue$184,292
Expenses$48,553
Net Income$135,739
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Oct 14, 2019
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM W TREFFERTPresident/Secretary-$0--
SELMA P TREFFERTVice-President/Treasurer-$0--
DAWN MYERSDirector-$0--
TODD TREFFERTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Treffert Family Foundation Inc
EIN
20-3995376
Phone
2627904960
Address
3415 GATEWAY ROAD, BROOKFIELD, WI 53045

Signing Officer

Name
William Treffert
Title
Executive
Phone
2627904960
Signed
2019-10-14
Discuss with paid preparer
Yes

Preparer

Firm
Vogel Consulting Group Sc
Address
3415 GATEWAY ROAD, BROOKFIELD, WI 53045
Preparer
Rhona E Vogel
Phone
2627904960
Raw XML AppendixShowing 400 of 479 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/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0886121
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04138752
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04276533
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt05014781
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0898879
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01238665
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04822868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05162654
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05900902
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04822868
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05162654
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04822868
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05162654
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0805734
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04702716
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt082627
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0271291
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05425823
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05508450
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
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/PersonNm0WILLIAM W TREFFERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SELMA P TREFFERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAWN MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TODD TREFFERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE-PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03415 GATEWAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13415 GATEWAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23415 GATEWAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt33415 GATEWAY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BROOKFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd353045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0347578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0348781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0349397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0110000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01144497
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt055851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.064060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.069009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.022844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.217555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.010891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01203
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05425823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05063092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04815313
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05260723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05128174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02840255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.320299
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
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/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VOGEL CONSULTING GROUP SC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03415 GATEWAY ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BROOKFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053045
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02627904960
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/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0268884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0268884
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt097448
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0762030
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0268884
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0590594
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt097448
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0493146
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0590594
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0859478
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0WILLIAM AND SELMA TREFFERT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0230 AUDUBON BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NAPLES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$1.59$0.94$0.65
2023Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$2.89$0.47$2.42
2022Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$1.59$0.68$0.90
2021Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$2.17$0.06$2.11
2020Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.32$0.42$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.52$0.36$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$0.18$0.05$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.11$0.41$0.30
2016Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.03$0.18$0.15
2015Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$1.57$1.20$0.37
2014Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$2.19$0.10$2.09
2013Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.05