Civic Intelligence

Christopher S Durfee Private Foundation Tr

990PF • Fiscal year 2021 • EIN 20-6366270

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 09, 2022

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

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

51st percentile

9.2%

Higher net margin than 51% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

45%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$245,022

Up $25,865 (+12%) from 2020

Net Assets

Up

$245,022

Up $25,865 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin51st percentile

Revenue

Up

$14,878

Up $4,603 (+45%) from 2020

Expenses

Down

$13,510

Down $24,805 (-65%) from 2020

Net Income

Up

$1,368

Up $29,408 (+105%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2021

Assets$245,022
Liabilities$0
Net Assets$245,022
Open 2021 Filing

Operations Trend

Revenue Growth73rd 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

2021

Revenue$14,878
Expenses$13,510
Net Income$1,368
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERMAN B DURFEETrustee-$0--
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
2022-11-09
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 Appendix229 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1WELLS FARGO - ST NONCOVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2WELLS FARGO - LT COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3WELLS FARGO - LT NONCOVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt09521
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1260
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0240677
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06697
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03179
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04466
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01368
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt081737
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010412
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07616
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02260
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02260
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013510
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt014878
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02260
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt06697
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01368
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt062
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt024559
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0245084
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0219157
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0245022
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt011419
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt011419
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt011419
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt011525
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0106
IRS990PF/DistributableAmountGrp/TotalTaxAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0106
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0106
IRS990PF/FMVAssetsEOYAmt0245022
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01255
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04345
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04345
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0217902
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0240677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0240677
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0219157
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0245022
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0219157
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0245022
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0245022
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0219157
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0245022
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0219157
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0245022
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0234000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0229000
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03510
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt011525
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0230490
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0234000
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/ExpensesAndContributionsAmt010000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt010000
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/Amt010000
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/TotalGrantOrContriPdDurYrAmt010000
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/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011419
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01419
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06547
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01419
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029108
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt023980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05128
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029108
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt030527
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt062
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAX - U.S. TREASURY
OtherIncreasesSchedule/OtherIncreasesDetail/Amt013080
OtherIncreasesSchedule/OtherIncreasesDetail/Amt111479
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0SETTLEMENT RECEIPTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1INCREASE IN MV OF INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02260
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02260
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERMAN B DURFEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09142343044
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
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/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/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD B STEELE CPA
ReturnHeader/ReturnTs02022-11-15T12:23:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHERMAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DURFEE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$245,022
Liabilities
$0
Net assets
$245,022
Revenue
$14,878
Expenses
$13,510
Net income
$1,368
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