Anderson-Devitt Foundation Inc.

990PF • Fiscal year 2012 • EIN 20-5945092

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 14, 2013

Organization Profile

2020 Fawsett Road32789

Siviq Scores

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

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

$5,000

Higher top officer pay than 95% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

-4.8%

Faster asset growth than 36% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets65th percentile

Assets

Down

$462,779

Down $23,381 (-4.8%) from 2011

Net Assets

Down

$457,916

Down $28,179 (-5.8%) from 2011

Liabilities

$4,863

Up $4,798 (+7382%) from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$62,777

Up $461 (+0.7%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

Highlighted filing

2012

Assets$462,779

Liabilities$4,863

Net Assets$457,916

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$62,777

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: Nov 14, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay95th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JENNIFER P ANDERSON	VP, Secretary & Director	-	$5,000	-	$5,000
PHILLIP M ANDERSON JR	President, Treasurer & Director	-	$0	-	-
KIMBERLY DEVITT	Director	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	FIRST UNITED METHODIST CHURCH	COMMUNITY SERVICE	PUBLIC CHARITY	WINTER PARK, FL, US	$11,300
Paid Grant	BOYS AND GIRLS CLUB OF CENTRAL FLORIDA	COMMUNITY SERVICE	PUBLIC CHARITY	ATLANTA, GA, US	$10,200
Paid Grant	ROLLINS COLLEGE	SCHOLARSHIPS	PUBLIC CHARITY	WINTER PARK, FL, US	$8,520
Paid Grant	WINTER PARK HISTORICAL ASSOCIATION	COMMUNITY SERVICE	PUBLIC CHARITY	WINTER PARK, FL, US	$4,300
Paid Grant	PLANNED PARENTHOOD OF GREATER ORLANDO	GENERAL OPERATION	PUBLIC CHARITY	ORLANDO, FL, US	$3,000
Paid Grant	100 WOMEN STRONG	GENERAL OPERATION	PUBLIC CHARITY	MIDDLEBURG, VA, US	$1,100
Paid Grant	AMERICAN RED CROSS	GENERAL OPERATION- DISASTER RELIEF	PUBLIC CHARITY	ORLANDO, FL, US	$1,000
Paid Grant	ADVENTURES IN MISSIONS	GENERAL OPERATION	PUBLIC CHARITY	ATLANTA, GA, US	$750
Paid Grant	UNITED ARTS OF CENTRAL FLORIDA	GENERAL OPERATION	PUBLIC CHARITY	MAITLAND, FL, US	$750
Paid Grant	SHANDS HOSPITAL	GENERAL OPERATION	PUBLIC CHARITY	GAINESVILLE, FL, US	$700
Paid Grant	WINTER PARK LIBRARY	COMMUNITY SERVICE	PUBLIC CHARITY	WINTER PARK, FL, US	$650
Paid Grant	WINTER PARK DAY NURSERY	COMMUNITY SERVICE	PUBLIC CHARITY	WINTER PARK, FL, US	$600
Paid Grant	COMMUNITY FOOD AND OUTREACH	GENERAL OPERATION	PUBLIC CHARITY	ORLANDO, FL, US	$500
Paid Grant	WMFENPR	COMMUNITY SERVICE	PUBLIC CHARITY	ORLANDO, FL, US	$470
Paid Grant	GEORGIA INSTITUTE OF TECHNOLOGY	GENERAL OPERATION	PUBLIC CHARITY	ATLANTA, GA, US	$450
Paid Grant	LAKE BALDWIN CHURCH	GENERAL OPERATION	PUBLIC CHARITY	ORLANDO, FL, US	$300
Paid Grant	RICE UNIVERSITY	GENERAL OPERATION	PUBLIC CHARITY	HOUSTON, TX, US	$300
Paid Grant	SUPPORT OUR SCHOLARS	GENERAL OPERATION	PUBLIC CHARITY	WINTER PARK, FL, US	$300
Paid Grant	MEAD GARDENS	GENERAL OPERATION	PUBLIC CHARITY	WINTER PARK, FL, US	$250
Paid Grant	ALZHEIMER'S ASSOCIATION	GENERAL OPERATION	PUBLIC CHARITY	ORLANDO, FL, US	$200
Paid Grant	CASA DE MEXICO	GENERAL OPERATION	PUBLIC CHARITY	ORLANDO, FL, US	$200
Paid Grant	ENZIAN THEATER	GENERAL OPERATION	PUBLIC CHARITY	MAITLAND, FL, US	$200
Paid Grant	FRIENDS OF CASA FELIZ	GENERAL OPERATION	PUBLIC CHARITY	WINTER PARK, FL, US	$200
Paid Grant	WINTER PARK HOLIDAY FUND	COMMUNITY SERVICE	PUBLIC CHARITY	WINTER PARK, FL, US	$200
Paid Grant	ADULT LITERACY LEAGUE	GENERAL OPERATION	PUBLIC CHARITY	ORLANDO, FL, US	$100
Paid Grant	CAMPUS CRUSADE	COMMUNITY SERVICE	PUBLIC CHARITY	ORLANDO, FL, US	$100
Paid Grant	CAMPUS OUTREACH	GENERAL OPERATION	PUBLIC CHARITY	ORMOND BEACH, FL, US	$100
Paid Grant	CATALOGUE FOR GIVING	GENERAL OPERATION	PUBLIC CHARITY	NEW YORK, NY, US	$100
Paid Grant	HARVEST OF HOPE	GENERAL OPERATION	PUBLIC CHARITY	GAINESVILLE, FL, US	$100
Paid Grant	HIGH IMPACT LIFE	GENERAL OPERATION	PUBLIC CHARITY	DALLAS, TX, US	$100
Paid Grant	HOSPICE OF THE COMFORTER	GENERAL OPERATION	PUBLIC CHARITY	ALTAMONTE SPRINGS, FL, US	$100
Paid Grant	NATIONAL MS SOCIETY	GENERAL OPERATION	PUBLIC CHARITY	HOUSTON, TX, US	$100
Paid Grant	QUEST OF ORLANDO	GENERAL OPERATION	PUBLIC CHARITY	ORLANDO, FL, US	$100
Paid Grant	SECOND HARVEST FOOD BANK	GENERAL OPERATION	PUBLIC CHARITY	ORLANDO, FL, US	$100
Paid Grant	LEU GARDENS	GENERAL OPERATION	PUBLIC CHARITY	ORLANDO, FL, US	$95
Paid Grant	POLASEK MUSEUM	GENERAL OPEARTION	PUBLIC CHARITY	WINTER PARK, FL, US	$90
Paid Grant	AMERICAN DIABETES ASSOCIATION	GENERAL OPERATION	PUBLIC CHARITY	ALEXANDRIA, VA, US	$50
Paid Grant	FLORIDA HUMANITIES COUNCIL	GENERAL OPERATION	PUBLIC CHARITY	ST PETERSBURG, FL, US	$50
Paid Grant	GILDA'S CLUB	GENERAL OPERATION	PUBLIC CHARITY	CATHEDRAL CITY, CA, US	$50
Paid Grant	MENTAL HEALTH ASSOCIATION	GENERAL OPERATION	PUBLIC CHARITY	ARLINGTON, VA, US	$50

Filing and Contact Details

Filer

EIN: 20-5945092

Raw XML AppendixShowing 400 of 885 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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DistributionFromCorpusElection/Election	0	AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	4920
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IRS990PF/BalanceSheets/AccountsPayableEOY	0	23
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IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV	0	255977
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IRS990PF/BalanceSheets/InvestmentsOtherEOY	0	0
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV	0	0
IRS990PF/BalanceSheets/LoansFromOfficersBOY	0	0
IRS990PF/BalanceSheets/LoansFromOfficersEOY	0	4840
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IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY	0	0
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY	0	0
IRS990PF/BalanceSheets/RetainedEarningsBOY	0	486095
IRS990PF/BalanceSheets/RetainedEarningsEOY	0	457916
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	10556
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	57592
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IRS990PF/BalanceSheets/TotalLiabilitiesBOY	0	65
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	4863
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	486160
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	462779
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	4	5000
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	22	1026
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis	23	60000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2011-08-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2011-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2011-12-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	3	2011-04-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	4	2012-02-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	5	2012-03-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	6	2011-08-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	7	2011-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	8	2009-12-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	9	2010-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	10	2007-06-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	11	2007-06-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	12	2007-06-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	13	2011-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	14	2010-05-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	15	2010-06-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	16	2010-09-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	17	2010-06-18
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	18	2008-07-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	19	2011-11-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	20	2010-01-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	21	2010-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	22	2011-08-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	23	2010-12-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-02-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	1	2012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	2	2012-05-17
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	4	2012-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	5	2012-06-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	6	2012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	7	2012-10-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	8	2012-06-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	9	2012-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	10	2012-03-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	11	2012-01-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	12	2012-03-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	13	2012-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	14	2012-03-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	15	2012-01-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	16	2012-06-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	17	2012-06-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	18	2012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	19	2012-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	20	2012-10-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	21	2012-05-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	22	2012-10-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	23	2012-11-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	FORD MOTOR COMPANY NEW: F
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	KINDER MORGAN ENERGY LP UNIT LTD PARTNERSHIP INT: KMP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	METROPOLITAN WEST HIGH YIELD BOND M:
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	MICROSOFT CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	OAKMARK INTL SMALL CAP FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	5	SCOUT MID CAP FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	6	SIEMENS A G ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	7	A T & T INC NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	8	ALTRIA GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	9	ARTISAN INTL VALUE FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	10	CIT GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	11	CIT GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	12	CIT GROUP INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	13	JOHNSON & JOHNSON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	14	PROGRESS ENERGY INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	15	REYNOLDS AMERICAN INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	16	ROYCE PREMIER FUND INVESTMENT CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	17	SCOUT MID CAP FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	18	SIEMENS A G ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	19	SPDR S&P METALS & MININGETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	20	T ROWE PRICE GLBL TECHNOLOGY FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	21	TEMPLETON GLOBAL BOND FUND ADV CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	22	VERIZON COMMUNICATIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	23	WEITZ SHORT INTERMEDIATE INCOME FD INST CL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	24	CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	0	448
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	1	1251
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	2	353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	3	543
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	4	0
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	5	-584
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	6	-639
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	7	939
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	8	1006
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	9	-77
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	10	437
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	11	262
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	12	611
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	13	648
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	14	1516
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	15	1787
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	16	1076
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	17	3049
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	18	-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	19	-1163
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	20	3504
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	21	-2512
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss	23	976
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	8	1006
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	9	-77
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	12	611
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	13	648
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	14	1516
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	15	1787
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	16	1076
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	17	3049
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	18	-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	19	-1163
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	20	3504
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	21	-2512
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	22	303
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses	23	976
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	0	3703
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	1	4936
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	2	15353
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	3	4568
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	4	5000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	5	4416
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	6	3786
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	7	5188
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	8	2489
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	9	7923
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	10	2328
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	11	2625
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	12	6127
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	13	5187
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	14	5340
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	15	5068
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	16	16076
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	17	20695
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	18	616
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	19	4412
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	20	15950
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	21	54488
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	22	1329
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	23	60976
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice	24	2624
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	1	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	2	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	3	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	4	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	5	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	6	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	7	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	8	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	9	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	10	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	11	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	12	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	13	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	14	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	15	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	16	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	17	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	18	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	19	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	20	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	21	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	22	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	23	P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired	24	P
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IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	0
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	457916
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IRS990PF/DistributableAmount/RecoveriesQlfyDistributions	0	0
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IRS990PF/DistributableAmount/TotalTax	0	242
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e	0	X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	95
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	242
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	242
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	242
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue	0	22
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension	0	125
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511	0	0
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	220
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	490674
IRS990PF/MethodOfAccountingCash	0	X
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IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	501300
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	475057
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	7520
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	24689
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	493780
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	501300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	0.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	0.30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	2	0.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	5000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	PHILLIP M ANDERSON JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	JENNIFER P ANDERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	KIMBERLY DEVITT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	PRESIDENT, TREASURER & DIR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	VP, SECRETARY & DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	2020 FAWSETT ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	2020 FAWSETT ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	2020 FAWSETT ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	WINTER PARK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	WINTER PARK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	WINTER PARK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	2	FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	32789
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	32789
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	2	32789
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	38717
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	38475
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.077920
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.098453
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.074339
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.060757
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.079497
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.076552
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	493780
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	518036
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	506515
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	466102
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	533833
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	586637
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	242
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	52745
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	51002
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	37654
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	28319
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	42438
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	44908
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.389598
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	52503
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	52745
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	242
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	52745
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	0
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	0
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	1
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	JENNIFER P ANDERSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	4076474366
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	2020 FAWSETT ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	WINTER PARK
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	32789
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	0
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	1
IRS990PF/StatementsRegardingActivities/ForeignBank	0	0
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	0

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $462,779
Liabilities: $4,863
Net assets: $457,916
Revenue: -
Expenses: $62,777
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$5.05	$0.00	$5.05	$0.27	$1.02	$0.75
2023Detailed filing. Detailed filing data is available for this year.	$5.75	$0.00	$5.75	$0.04	$1.03	$1.07
2022Detailed filing. Detailed filing data is available for this year.	$6.82	$0.00	$6.82	$0.14	$0.50	$0.64
2021Detailed filing. Detailed filing data is available for this year.	$7.46	$0.00	$7.46	$4.47	$0.74	$3.73
2020Detailed filing. Detailed filing data is available for this year.	$3.73	$0.00	$3.73	$0.95	$1.20	$0.25
2019Detailed filing. Detailed filing data is available for this year.	$3.98	$0.00	$3.98	$1.38	$1.20	$0.18
2018Detailed filing. Detailed filing data is available for this year.	$3.80	$0.00	$3.80	$1.01	$0.59	$0.42
2017Detailed filing. Detailed filing data is available for this year.	$3.24	$0.05	$3.19	$0.41	$0.45	$0.04
2016Detailed filing. Detailed filing data is available for this year.	$3.28	$0.05	$3.23	$0.14	$0.55	$0.40
2015Detailed filing. Detailed filing data is available for this year.	$3.68	$0.05	$3.64	$0.28	$0.77	$0.48
2014Detailed filing. Detailed filing data is available for this year.	$4.16	$0.05	$4.11	$0.70	$0.90	$0.20
2013Detailed filing. Detailed filing data is available for this year.	$4.35	$0.05	$4.31	$0.32	$0.59	$0.27
2012Detailed filing. Detailed filing data is available for this year.	$4.63	$0.05	$4.58		$0.63
2011Detailed filing. Detailed filing data is available for this year.	$4.86	$0.00	$4.86		$0.62
2010Detailed filing. Detailed filing data is available for this year.	$5.04	$0.00	$5.04		$0.44