Civic Intelligence

Sara Roberts Foundation Inc.

990PF • Fiscal year 2014 • EIN 20-4225372

Jun 01, 2013 to May 31, 2014 • Filed on Nov 17, 2014

PO Box 331934230

(941) 957-0775

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

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

Liabilities / Revenue

27th percentile

0.00x

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

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

Net Margin

14th percentile

-28%

Higher net margin than 14% of similar nonprofits.

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

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

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

Asset Growth

33rd percentile

-1.6%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

96th percentile

240%

Faster revenue growth than 96% of similar nonprofits.

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

Assets

Down

$4,064,937

Down $64,432 (-1.6%) from 2013

Net Assets

$4,064,937

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $48,000 (-100%) from 2013

Revenue

Up

$162,467

Up $114,664 (+240%) from 2013

Expenses

Down

$207,500

Down $91,428 (-31%) from 2013

Net Income

Up

-$45,033

Up $206,092 (+82%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,727,033Liabilities 2011: $142,0982011Assets 2012: $4,332,494Liabilities 2012: $0Net Assets 2012: $4,332,4942012Assets 2013: $4,129,369Liabilities 2013: $48,0002013Assets 2014: $4,064,937Liabilities 2014: $0Net Assets 2014: $4,064,9372014Assets 2015: $4,088,359Liabilities 2015: $0Net Assets 2015: $4,088,3592015Assets 2016: $4,018,817Liabilities 2016: $0Net Assets 2016: $4,018,8172016Assets 2017: $3,887,884Liabilities 2017: $0Net Assets 2017: $3,887,8842017Assets 2018: $5,385,603Liabilities 2018: $0Net Assets 2018: $5,385,6032018Assets 2019: $3,526,358Liabilities 2019: $0Net Assets 2019: $3,526,3582019Assets 2020: $3,172,756Liabilities 2020: $0Net Assets 2020: $3,172,7562020Assets 2021: $3,148,286Liabilities 2021: $0Net Assets 2021: $3,148,2862021Assets 2022: $3,244,428Liabilities 2022: $0Net Assets 2022: $3,244,4282022Assets 2023: $3,274,032Liabilities 2023: $0Net Assets 2023: $3,274,0322023Assets 2024: $3,126,513Liabilities 2024: $49,000Net Assets 2024: $3,077,5132024Assets 2025: $3,110,005Liabilities 2025: $0Net Assets 2025: $3,110,0052025

Highlighted filing

2014

Assets$4,064,937
Liabilities$0
Net Assets$4,064,937

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $0Expenses 2011: $143,739Net Income 2011: -$143,7392011Expenses 2012: $365,1182012Revenue 2013: $47,803Expenses 2013: $298,928Net Income 2013: -$251,1252013Revenue 2014: $162,467Expenses 2014: $207,500Net Income 2014: -$45,0332014Revenue 2015: $225,569Expenses 2015: $168,610Net Income 2015: $56,9592015Revenue 2016: $151,948Expenses 2016: $235,898Net Income 2016: -$83,9502016Revenue 2017: $61,482Expenses 2017: $239,431Net Income 2017: -$177,9492017Revenue 2018: -$186,728Expenses 2018: $100,673Net Income 2018: -$287,4012018Revenue 2019: $76,319Expenses 2019: $183,507Net Income 2019: -$107,1882019Revenue 2020: -$104,256Expenses 2020: $189,134Net Income 2020: -$293,3902020Revenue 2021: $158,645Expenses 2021: $183,115Net Income 2021: -$24,4702021Revenue 2022: $320,909Expenses 2022: $241,802Net Income 2022: $79,1072022Revenue 2023: $28,634Expenses 2023: $161,490Net Income 2023: -$132,8562023Revenue 2024: $25,761Expenses 2024: $185,236Net Income 2024: -$159,4752024Revenue 2025: $99,588Expenses 2025: $188,891Net Income 2025: -$89,3032025

Highlighted filing

2014

Revenue$162,467
Expenses$207,500
Net Income-$45,033
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Nov 17, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE FAMIGLIO JRDirectorPT$0--
GEORGE FAMIGLIO IIIPresidentPT$0--
Filing and Contact Details

Filer

EIN
20-4225372
Phone
9419570775

Signing Officer

Name
George V Famiglio Jr
Title
President
Phone
9419570775
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
George V Famiglio Jr CPA
Phone
9419570775
Raw XML Appendix367 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/Amt03500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01646580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12385280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SSR TRUST-MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SSR TRUST-REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02248733
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1993800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt032169
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0107561
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08204
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0133
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt0-31876
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0147934
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-31743
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0116191
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0107561
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0108855
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0108855
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt019467
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt019467
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt032169
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt032169
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-45033
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt014400
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt014400
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0884299
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0425
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08337
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0107561
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt087471
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-31876
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09552
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09552
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt048661
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt017465
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017465
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0136855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt067084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0207500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0154555
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0162467
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt067084
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt098645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0153704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1623034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt261105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt261105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0153753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1669441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt261105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly traded securities FROM SSR TRUST-K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly traded securities FROM SSR TRUST-K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0107561
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-45033
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt028601
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04064937
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04081369
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04064937
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0161568
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0161568
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0161568
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0162443
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0875
IRS990PF/DistributableAmountGrp/TotalTaxAmt0875
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0875
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0875
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0875
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0895
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt03275610
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt048000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05125791
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05125791
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt029875
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt033077
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt033077
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04099494
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04031860
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03242533
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1044422
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1060854
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04129369
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04064937
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03275610
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt048000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04129369
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04064937
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04081369
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04064937
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03298343
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt038452
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02266091
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt049475
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0993800
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0162443
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03248868
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03298343
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine10DMFS INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt048000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0MANAGEMENT OF CHARITABLE ACTIVITIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine10POBOX 1146
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/City0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/State0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode034230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
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/PersonNm0GEORGE FAMIGLIO JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GEORGE FAMIGLIO III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10POBOX 3319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11POBOX 3319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode034230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode134230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0116439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0117314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0215101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0179350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0142098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt022000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.070177
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.060403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.039680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.006703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.002236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03248868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03065129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02969221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03581059
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03281952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03130340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0136855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.179199
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0135980
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0136855
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0875
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0136855
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt01
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0PREVENTION OF CRUELTY & PROTECTIVE CARE OF ABANDONED/INJURED ANIMALS
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/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101630 MAIN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0SARASOTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode034236
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10PROFESSIONAL ESCROW MANAGEMENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum09419570775
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0RESCUE AND SURVIVAL OF ANIMALS IN SARASOTA COUNTY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0108855
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST IN MAMMAL RESCUE AND PRESERVATION OF THEIR ENVIRONMENT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10MOTE MARINE LABORATORY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0LOCAL NON-PROFIT ORGANIZATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101600 KEN THOMSON PARKWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode034236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0108855
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/AppliedToCurrentYearAmt0136855
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0161568
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt024713
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt061845
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt055171
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt024713
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt092303
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt061845
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt030458
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0136855
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt092303
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0117016
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PEST CONTROL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07662
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2400
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3490
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07662
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3490
OtherIncreasesSchedule/OtherIncreasesDetail/Amount028601
OtherIncreasesSchedule/OtherIncreasesDetail/Description0ADJUSTMENTS TO BALANCE TO TRUST FOR UNREALIZED GAINS/LOSS-SECURITIES & R/EST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt061
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt248000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt3600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STATE LICENSE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1SECTION 212 INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2MANAGEMENT COSTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3ASSOCATION DUES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt228000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt220000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt3600
TaxesSchedule/TaxesDetail/Amt0808
TaxesSchedule/TaxesDetail/Amt116657
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES-MUTUAL FUNDS
TaxesSchedule/TaxesDetail/CategoryTxt1R/E TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0808
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt116657
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE V FAMIGLIO JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09419570775
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10SARA ROBERTS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0204225372
ReturnHeader/Filer/PhoneNum09419570775
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 3319
ReturnHeader/Filer/USAddress/City0SARASOTA
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034230
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650067303
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10GEORGE V FAMIGLIO JR & ASSOC CPA's
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101634 MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode034236
ReturnHeader/PreparerPersonGrp/PhoneNum09419570775
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE V FAMIGLIO JR CPA
ReturnHeader/ReturnTs02014-11-17T12:35:30-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.10$0.19$0.09
2024Detailed filing. Detailed filing data is available for this year.$3.13$0.05$3.08$0.03$0.19$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.03$0.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.32$0.24$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.16$0.18$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.10$0.19$0.29
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.08$0.18$0.11
2018Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.19$0.10$0.29
2017Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.06$0.24$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.15$0.24$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.23$0.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.16$0.21$0.05
2013Summary only. Only limited summary data is available for this year.$4.13$0.05$0.05$0.30$0.25
2012Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.37
2011Summary only. Only limited summary data is available for this year.$4.73$0.14$0.00$0.14$0.14