Civic Intelligence

Christopher S Durfee Private Foundation Tr

990PF • Fiscal year 2022 • EIN 20-6366270

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 08, 2023

Organization Profile
4115 Lake Ann Dr - 20 AVero Beach, FL 32967

(914) 234-3044

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-275%

Higher net margin than 5% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-50%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$204,253

Down $40,769 (-17%) from 2021

Net Assets

Down

$204,253

Down $40,769 (-17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Down

$7,494

Down $7,384 (-50%) from 2021

Expenses

Up

$28,105

Up $14,595 (+108%) from 2021

Net Income

Down

-$20,611

Down $21,979 (-1607%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$300K$200K$100K$0Assets 2019: $223,620Liabilities 2019: $0Net Assets 2019: $223,6202019Assets 2020: $219,157Liabilities 2020: $0Net Assets 2020: $219,1572020Assets 2021: $245,022Liabilities 2021: $0Net Assets 2021: $245,0222021Assets 2022: $204,253Liabilities 2022: $0Net Assets 2022: $204,2532022Assets 2023: $207,720Liabilities 2023: $0Net Assets 2023: $207,7202023Assets 2024: $210,954Liabilities 2024: $0Net Assets 2024: $210,9542024

Highlighted filing

2022

Assets$204,253
Liabilities$0
Net Assets$204,253
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

$40K$20K$0-$20K-$40KRevenue 2019: $16,211Expenses 2019: $21,732Net Income 2019: -$5,5212019Revenue 2020: $10,275Expenses 2020: $38,315Net Income 2020: -$28,0402020Revenue 2021: $14,878Expenses 2021: $13,510Net Income 2021: $1,3682021Revenue 2022: $7,494Expenses 2022: $28,105Net Income 2022: -$20,6112022Revenue 2023: $7,476Expenses 2023: $28,105Net Income 2023: -$20,6292023Revenue 2024: $9,468Expenses 2024: $26,325Net Income 2024: -$16,8572024

Highlighted filing

2022

Revenue$7,494
Expenses$28,105
Net Income-$20,611
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERMAN B DURFEETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGEAUGA COUNTY HUMANE SOCIETYDONATIONNON-PROFITNOVELTY, OH, US$25,000
Filing and Contact Details

Filer

Filer Name
Christopher S Dufree Pvt Foundation
EIN
20-6366270
Phone
9142343044
Address
4115 LAKE ANN DR - 20 A, VERO BEACH, FL 32967

Signing Officer

Name
Sherman B Durfee
Title
Trustee
Phone
9142343044
Signed
2023-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Garvey Steele & Bancroft Llp
Address
PO BOX 397, MYSTIC, CT 06355-0397
Preparer
Richard B Steele CPA
Phone
8605369831
Raw XML Appendix228 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/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0WELLS FARGO - ST COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1WELLS FARGO - ST NONCOVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2WELLS FARGO - LT COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3WELLS FARGO - LT NONCOVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt011445
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt110900
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt293309
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt31920
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt010451
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt110900
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt296630
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt31920
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-994
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0168710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0168710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0WELLS FARGO ADVISORS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt03507
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt03822
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0165
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt07494
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07494
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01495
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02553
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03507
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20611
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0121396
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0165
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0165
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03822
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02358
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01855
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01855
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01855
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt028105
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01855
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01495
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20611
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt033238
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt013080
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0237491
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0245022
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0204253
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011030
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011030
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011030
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011063
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt033
IRS990PF/DistributableAmountGrp/TotalTaxAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt033
IRS990PF/FMVAssetsEOYAmt0204253
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04345
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt035543
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt035543
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0240677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0168710
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0168710
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0245022
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0204253
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0245022
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0204253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0204253
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0245022
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0204253
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0245022
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0204253
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0224638
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt019944
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0204694
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03370
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011063
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0221268
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0224638
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHERMAN B DURFEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt031 E FIELD DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010506
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt025000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt025000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SHERMAN B DURFEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt031 E FIELD DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BEDFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010506
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09142343044
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GEAUGA COUNTY HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON-PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NOVELTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044072
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011030
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011030
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt023980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05128
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt043078
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt023980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05128
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013970
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt043078
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029108
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0112
OtherDecreasesSchedule/OtherDecreasesDetail/Amt133126
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX - U.S. TREASURY
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1DECREASE IN MV OF INVESTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013080
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0SETTLEMENT RECEIPTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01855
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01855
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERMAN B DURFEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09142343044
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHRISTOPHER S DUFREE PVT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHRI
ReturnHeader/Filer/EIN0206366270
ReturnHeader/Filer/PhoneNum09142343044
ReturnHeader/Filer/USAddress/AddressLine1Txt04115 LAKE ANN DR - 20 A
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032967
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472604526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARVEY STEELE & BANCROFT LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 397
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MYSTIC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0063550397
ReturnHeader/PreparerPersonGrp/PhoneNum08605369831
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B STEELE CPA
ReturnHeader/ReturnTs02023-10-12T12:54:23-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERMAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DURFEE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,253
Liabilities
$0
Net assets
$204,253
Revenue
$7,494
Expenses
$28,105
Net income
-$20,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.09$0.26$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.07$0.28$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.07$0.28$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.15$0.14$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.10$0.38$0.28
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.16$0.22$0.06