Civic Intelligence

Anderson-Devitt Foundation Inc.

990PF • Fiscal year 2017 • EIN 20-5945092

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 18, 2019

Organization Profile
1621 Roundelay LnWinter Park, FL 32789

(407) 647-4366

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.12x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

26th percentile

-9.3%

Higher net margin than 26% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

32nd percentile

-6.2%

Faster asset growth than 32% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$324,031

Down $3,837 (-1.2%) from 2016

Net Assets

Down

$319,184

Down $3,837 (-1.2%) from 2016

Liabilities

Flat

$4,847

Flat from 2016

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin26th percentile

Revenue

Up

$41,346

Up $27,076 (+190%) from 2016

Expenses

Down

$45,183

Down $9,568 (-17%) from 2016

Net Income

Up

-$3,837

Up $36,644 (+91%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $503,629Liabilities 2010: $54Net Assets 2010: $503,5752010Assets 2011: $486,160Liabilities 2011: $65Net Assets 2011: $486,0952011Assets 2012: $462,779Liabilities 2012: $4,863Net Assets 2012: $457,9162012Assets 2013: $435,429Liabilities 2013: $4,840Net Assets 2013: $430,5892013Assets 2014: $415,843Liabilities 2014: $4,840Net Assets 2014: $411,0032014Assets 2015: $368,342Liabilities 2015: $4,840Net Assets 2015: $363,5022015Assets 2016: $327,868Liabilities 2016: $4,847Net Assets 2016: $323,0212016Assets 2017: $324,031Liabilities 2017: $4,847Net Assets 2017: $319,1842017Assets 2018: $380,021Liabilities 2018: $0Net Assets 2018: $380,0212018Assets 2019: $397,767Liabilities 2019: $0Net Assets 2019: $397,7672019Assets 2020: $372,766Liabilities 2020: $0Net Assets 2020: $372,7662020Assets 2021: $745,598Liabilities 2021: $0Net Assets 2021: $745,5982021Assets 2022: $681,675Liabilities 2022: $0Net Assets 2022: $681,6752022Assets 2023: $575,093Liabilities 2023: $0Net Assets 2023: $575,0932023Assets 2024: $505,003Liabilities 2024: $0Net Assets 2024: $505,0032024

Highlighted filing

2017

Assets$324,031
Liabilities$4,847
Net Assets$319,184
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $44,4882010Expenses 2011: $62,3162011Expenses 2012: $62,7772012Revenue 2013: $31,696Expenses 2013: $59,023Net Income 2013: -$27,3272013Revenue 2014: $70,499Expenses 2014: $90,085Net Income 2014: -$19,5862014Revenue 2015: $28,263Expenses 2015: $76,664Net Income 2015: -$48,4012015Revenue 2016: $14,270Expenses 2016: $54,751Net Income 2016: -$40,4812016Revenue 2017: $41,346Expenses 2017: $45,183Net Income 2017: -$3,8372017Revenue 2018: $100,871Expenses 2018: $58,692Net Income 2018: $42,1792018Revenue 2019: $137,974Expenses 2019: $120,228Net Income 2019: $17,7462019Revenue 2020: $94,825Expenses 2020: $119,826Net Income 2020: -$25,0012020Revenue 2021: $447,095Expenses 2021: $74,263Net Income 2021: $372,8322021Revenue 2022: -$13,582Expenses 2022: $50,341Net Income 2022: -$63,9232022Revenue 2023: -$3,959Expenses 2023: $102,623Net Income 2023: -$106,5822023Revenue 2024: $27,107Expenses 2024: $102,197Net Income 2024: -$75,0902024

Highlighted filing

2017

Revenue$41,346
Expenses$45,183
Net Income-$3,837
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 18, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILLIP M ANDERSON JRPresident, Treasurer & Director-$0--
JENNIFER P ANDERSONVP, Secretary & Director-$0--
KIMBERLY DEVITTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Anderson-devitt Foundation Inc
EIN
20-5945092
Phone
4076474366
Address
1621 ROUNDELAY LN, WINTER PARK, FL 32789

Signing Officer

Name
Phillip Manderson
Title
Officer
Phone
4076474366
Signed
2019-02-18
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 500, ORLANDO, FL 32801
Preparer
Angela Houck
Phone
4078021200
Raw XML AppendixShowing 400 of 726 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/ElectionDesc0AS 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMERICAN CENTURY INTER TERM TAX FREE BD INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIRST TRUST MORNINGSTAR DIV LDRS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BLACKROCK STRAT INCM OPPTY PORT INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FORD MOTOR COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GILEAD SCIENCES INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5JPMORGAN MID CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6NATL RETAIL PPTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7OMEGA HLTHCARE INVTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8OSTERWEIS STRATEGIC INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10T ROWE PRICE FINANCIAL SERVICES FUND INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11T ROWE PRICE HEALTH SCIENCES FUND INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12UNILEVER PLC 1 ADR REPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13VERIZON COMMUNICATN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14WALT DISNEY CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15WELLS FARGO BK N A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16WELLS FARGO SPECIAL SM CAP VALUE INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011256
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3837
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0319184
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0323021
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0319184
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016619
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016619
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016619
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016841
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0222
IRS990PF/DistributableAmountGrp/TotalTaxAmt0222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0247
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0247
IRS990PF/FMVAssetsEOYAmt0354728
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt07
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt07
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt05
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt05
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt05
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt05
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0146264
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0150812
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0150812
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0156968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0137080
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0167777
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt04840
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt04840
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0323021
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0319184
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024631
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt036134
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt036134
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0327868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0324031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0354728
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04847
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt04847
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0327868
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0324031
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0323021
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0319184
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0341940
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt024699
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0317241
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05129
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016841
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0336811
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0341940
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHILLIP M ANDERSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JENNIFER P ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KIMBERLY DEVITT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, TREASURER & DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP, SECRETARY & DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01621 ROUNDELAY LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11621 ROUNDELAY LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21621 ROUNDELAY LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032789
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132789
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232789
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt046430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt046541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt049090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt065097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt083020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt049199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt052503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.137853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.140620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.154523
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.183875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.103917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.106329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0336811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0349096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0421276
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0451503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0473443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0493780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt034950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.689264
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt034950
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt034950
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt034950
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/IndividualWithBooksNm0JENNIFER P ANDERSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01621 ROUNDELAY LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINTER PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032789
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04076474366
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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIED FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JENNIFER P ANDERSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04076474366
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01621 ROUNDELAY LN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINTER PARK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032789
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0PHILLIP M ANDERSON JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JENNIFER P ANDERSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt512150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$324,031
Liabilities
$4,847
Net assets
$319,184
Revenue
$41,346
Expenses
$45,183
Net income
-$3,837
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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