Civic Intelligence

The Margetts Foundation

990PF • Fiscal year 2014 • EIN 22-6041532

Jan 01, 2014 to Dec 31, 2014 • Filed on May 12, 2015

Organization Profile
PO Box 287Newport, PA 17074

(941) 964-9346

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

62nd percentile

6.6%

Faster asset growth than 62% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$126,591

Up $7,890 (+6.6%) from 2013

Net Assets

Up

$126,591

Up $7,890 (+6.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin65th percentile

Revenue

Up

$76,244

Up $7,490 (+11%) from 2013

Expenses

Down

$68,354

Down $15,733 (-19%) from 2013

Net Income

Up

$7,890

Up $23,223 (+151%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$150K$100K$50K$0Assets 2011: $135,720Liabilities 2011: $0Net Assets 2011: $135,7202011Assets 2012: $134,034Liabilities 2012: $12012Assets 2013: $118,701Liabilities 2013: $0Net Assets 2013: $118,7012013Assets 2014: $126,591Liabilities 2014: $0Net Assets 2014: $126,5912014Assets 2015: $114,478Liabilities 2015: $718Net Assets 2015: $113,7602015Assets 2016: $96,878Liabilities 2016: $0Net Assets 2016: $96,8782016Assets 2017: $117,516Liabilities 2017: $0Net Assets 2017: $117,5162017Assets 2018: $93,437Liabilities 2018: $0Net Assets 2018: $93,4372018Assets 2019: $109,985Liabilities 2019: $0Net Assets 2019: $109,9852019Assets 2020: $92,920Liabilities 2020: $0Net Assets 2020: $92,9202020Assets 2021: $114,675Liabilities 2021: $0Net Assets 2021: $114,6752021Assets 2022: $81,264Liabilities 2022: $0Net Assets 2022: $81,2642022Assets 2023: $80,210Liabilities 2023: $0Net Assets 2023: $80,2102023Assets 2024: $81,819Liabilities 2024: $0Net Assets 2024: $81,8192024

Highlighted filing

2014

Assets$126,591
Liabilities$0
Net Assets$126,591
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

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

$200K$100K$0-$100K-$200KExpenses 2011: $65,9412011Revenue 2012: $45,911Expenses 2012: $47,597Net Income 2012: -$1,6862012Revenue 2013: $68,754Expenses 2013: $84,087Net Income 2013: -$15,3332013Revenue 2014: $76,244Expenses 2014: $68,354Net Income 2014: $7,8902014Revenue 2015: $69,519Expenses 2015: $82,353Net Income 2015: -$12,8342015Revenue 2016: $46,736Expenses 2016: $91,597Net Income 2016: -$44,8612016Revenue 2017: $53,308Expenses 2017: $32,670Net Income 2017: $20,6382017Revenue 2018: $12,684Expenses 2018: $36,763Net Income 2018: -$24,0792018Revenue 2019: $58,983Expenses 2019: $42,435Net Income 2019: $16,5482019Revenue 2020: $15,068Expenses 2020: $32,132Net Income 2020: -$17,0642020Revenue 2021: $53,239Expenses 2021: $31,925Net Income 2021: $21,3142021Revenue 2022: $13,792Expenses 2022: $130,361Net Income 2022: -$116,5692022Revenue 2023: $12,815Expenses 2023: $13,869Net Income 2023: -$1,0542023Revenue 2024: $13,682Expenses 2024: $12,072Net Income 2024: $1,6102024

Highlighted filing

2014

Revenue$76,244
Expenses$68,354
Net Income$7,890
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 12, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W Thomas MargettsPresidentPT$0--
Donna D MargettsTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
The Margetts Foundation
EIN
22-6041532
Phone
9419649346
Address
PO Box 287, Newport, PA 17074

Signing Officer

Name
W Thomas Margetts
Title
President
Signed
2015-05-12
Discuss with paid preparer
No

Preparer

Firm
Kollet Tax and Accounting Services LLC
Address
60 Hickory Corner Road, Milford, NJ 08848-2030
Preparer
Gary M Kollet CPA
Phone
9088991014
Raw XML AppendixShowing 400 of 972 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01000 shares of Automatic Data Processing
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12400 shares of Colgate-Palmolive
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2692 shares of ConnectOne Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3100 shares of Home Depot
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4500 shares of Johnson Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51441 shares of Merck
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61191 shares of Pfizer Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7400 shares of Procter Gamble
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm854 shares of Smucker JM Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9100 shares of Abbott Laboratories
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101050 shares of UGI Corp New
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11100 shares of Verizon Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12327 shares of Valley National Bancorp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13100 shares of Pepsico Incorporated
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1474 shares of Express Scripts
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15100 shares of Abbvie Inc
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt85208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt92448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt104410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt610375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt86085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AUTOMATIC DATA PROCESSING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1COLGATE PALMOLIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2COLGATE PALMOLIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3EXPRESS SCRIPTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4EXPRESS SCRIPTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FRONTIER COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MERCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MERCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PFIZER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PFIZER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10UGI HOLDING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CDK GLOBAL HOLDINGS- FRACTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt061796
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt014878
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07890
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0126591
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0118701
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0126591
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029835
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029835
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029835
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt031320
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01485
IRS990PF/DistributableAmountGrp/TotalTaxAmt01485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0685
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0800
IRS990PF/FMVAssetsEOYAmt0585876
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0118701
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0126591
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0106794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0101397
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0560679
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt011907
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt025194
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt025197
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0118701
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0126591
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0585876
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0118701
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0126591
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0118701
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0126591
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0635942
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt036839
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0599103
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09539
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031320
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0626403
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0635942
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0005.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1005.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0W Thomas Margetts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Donna D Margetts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 846
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 846
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Boca Grande
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Boca Grande
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033921
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133921
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt066304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt067047
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt079765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt046268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt064588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt045450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt041792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.105848
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.130890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.089334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.128728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.091224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.089063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0626403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0609403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0517923
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0501742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0498223
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0469240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt065800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.529239
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt065800
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt065800
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt065800
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/IndividualWithBooksNm0W Thomas Margetts
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 846
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Boca Grande
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033921
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09738795343
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Not Applicable
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6100

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,591
Liabilities
$0
Net assets
$126,591
Revenue
$76,244
Expenses
$68,354
Net income
$7,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.14$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.13$0.14$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.14$1.30$1.17
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.53$0.32$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.15$0.32$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.59$0.42$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.13$0.37$0.24
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.53$0.33$0.21
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.47$0.92$0.45
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.14$0.70$0.82$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.76$0.68$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.69$0.84$0.15
2012Summary only. Only limited summary data is available for this year.$1.34$0.00$0.46$0.48$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.66