Civic Intelligence

River Branch Foundation

990PF • Fiscal year 2021 • EIN 22-6054887

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 14, 2022

Organization Profile
830 A1a North Suite 13 Box 132Ponte Vedra, FL 32082

(904) 396-5831

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

17th percentile

-4.3%

Higher net margin than 17% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

20th percentile

-0.9%

Faster asset growth than 20% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-30%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$17,203,480

Down $148,045 (-0.9%) from 2020

Net Assets

Down

$17,203,480

Down $98,366 (-0.6%) from 2020

Liabilities

Down

$0

Down $49,679 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin17th percentile

Revenue

Down

$2,265,733

Down $951,127 (-30%) from 2020

Expenses

Up

$2,364,099

Up $960,174 (+68%) from 2020

Net Income

Down

-$98,366

Down $1,911,301 (-105%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $15,911,945Liabilities 2010: $0Net Assets 2010: $15,911,9452010Assets 2011: $15,292,220Liabilities 2011: $12011Assets 2012: $15,340,750Liabilities 2012: $12012Assets 2013: $15,532,662Liabilities 2013: $28,615Net Assets 2013: $15,504,0472013Assets 2014: $16,407,998Liabilities 2014: $94,715Net Assets 2014: $16,313,2832014Assets 2015: $16,168,911Liabilities 2015: $0Net Assets 2015: $16,168,9112015Assets 2016: $15,697,477Liabilities 2016: $0Net Assets 2016: $15,697,4772016Assets 2017: $15,895,221Liabilities 2017: $12,545Net Assets 2017: $15,882,6762017Assets 2018: $15,954,310Liabilities 2018: $0Net Assets 2018: $15,954,3102018Assets 2019: $15,488,911Liabilities 2019: $0Net Assets 2019: $15,488,9112019Assets 2020: $17,351,525Liabilities 2020: $49,679Net Assets 2020: $17,301,8462020Assets 2021: $17,203,480Liabilities 2021: $0Net Assets 2021: $17,203,4802021Assets 2022: $17,679,906Liabilities 2022: $851Net Assets 2022: $17,679,0552022Assets 2023: $19,937,242Liabilities 2023: $8,751Net Assets 2023: $19,928,4912023Assets 2024: $16,884,319Liabilities 2024: $75,555Net Assets 2024: $16,808,7642024

Highlighted filing

2021

Assets$17,203,480
Liabilities$0
Net Assets$17,203,480
Open 2021 Filing

Operations Trend

Revenue Growth10th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $835,6422010Revenue 2011: $250,764Expenses 2011: $870,489Net Income 2011: -$619,7252011Revenue 2012: $1,319,103Expenses 2012: $1,270,573Net Income 2012: $48,5302012Revenue 2013: $1,368,189Expenses 2013: $1,204,892Net Income 2013: $163,2972013Revenue 2014: $1,774,717Expenses 2014: $965,481Net Income 2014: $809,2362014Revenue 2015: $1,201,054Expenses 2015: $1,345,426Net Income 2015: -$144,3722015Revenue 2016: $1,388,973Expenses 2016: $1,860,407Net Income 2016: -$471,4342016Revenue 2017: $1,385,735Expenses 2017: $1,200,536Net Income 2017: $185,1992017Revenue 2018: $1,944,643Expenses 2018: $1,873,009Net Income 2018: $71,6342018Revenue 2019: $749,078Expenses 2019: $1,214,477Net Income 2019: -$465,3992019Revenue 2020: $3,216,860Expenses 2020: $1,403,925Net Income 2020: $1,812,9352020Revenue 2021: $2,265,733Expenses 2021: $2,364,099Net Income 2021: -$98,3662021Revenue 2022: $2,687,137Expenses 2022: $2,203,263Net Income 2022: $483,8742022Revenue 2023: $3,307,946Expenses 2023: $1,059,550Net Income 2023: $2,248,3962023Revenue 2024: $8,752,269Expenses 2024: $11,871,992Net Income 2024: -$3,119,7232024

Highlighted filing

2021

Revenue$2,265,733
Expenses$2,364,099
Net Income-$98,366
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER JOHNSON DUKEDirector-$0--
JUDITH LEROUXTrustee-$0--
SIMON GREGGTrustee-$0--
JASON GREGGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
River Branch Foundation
EIN
22-6054887
Phone
9043965831
Address
830 A1A NORTH SUITE 13 BOX 132, PONTE VEDRA, FL 32082

Signing Officer

Name
Jennifer Johnson Duke
Title
Director
Phone
9043965831
Signed
2022-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Smoak Davis & Nixon Llp
Address
5011 GATE PARKWAY BLDG 100 STE 300, JACKSONVILLE, FL 32256-0562
Preparer
Robert D Rosario
Phone
9043965831
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65WALT DISNEY CO. - 1219 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66WORKDAY INC - 842 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67YUM BRANDS INC - 1522 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68FPA NEW INCOME - 36,901 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69LONGLEAF PARTNERS - SMALL CAP - 97,901 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70OAKMARK INTERNATIONAL IN - 51,523 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71OAKMARK INTERNATIONAL SM - 39,404 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72PIMCO INCOME FUND - 76,160 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73TWEEDY BROWNE GLOBAL VALUE - 52,409 SHS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0361955
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01900292
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt03486
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02265733
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02265733
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04247
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt012743
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016990
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01900292
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02171154
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02171154
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0361955
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0361955
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-98366
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05612593
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01900292
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02087186
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015074
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0144224
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0144224
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06506
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02175401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0178547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02364099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02265733
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02265733
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04247
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0178547
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0192945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03712301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01796699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1103593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01796699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1103593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05509000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1103593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01900292
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-98366
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017203480
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017301846
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017203480
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01524400
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01524400
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01524400
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01553412
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt029012
IRS990PF/DistributableAmountGrp/TotalTaxAmt029012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt016170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt045182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt029012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt016170
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt029012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt029012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt045182
IRS990PF/FMVAssetsEOYAmt032665672
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt049679
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt017301846
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt017203480
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016911075
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016804045
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt032266237
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt016170
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt016170
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0440450
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0383265
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0383265
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017351525
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017203480
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt032665672
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt049679
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017351525
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017203480
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017301846
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017203480
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031541360
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0485245
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt031039945
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0473120
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt016170
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01553412
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt031068240
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031541360
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JENNIFER JOHNSON DUKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH LEROUX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SIMON GREGG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JASON GREGG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0830 A1A NORTH SUITE 13 BOX 132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1830 A1A NORTH SUITE 13 BOX 132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2830 A1A NORTH SUITE 13 BOX 132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3830 A1A NORTH SUITE 13 BOX 132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PONTE VEDRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PONTE VEDRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PONTE VEDRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PONTE VEDRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032082
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132082
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232082
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd332082
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02175401
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02175401
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$17,203,480
Liabilities
$0
Net assets
$17,203,480
Revenue
$2,265,733
Expenses
$2,364,099
Net income
-$98,366
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.08$16.8$8.75$11.9$3.12
2023Detailed filing. Detailed filing data is available for this year.$19.9$0.01$19.9$3.31$1.06$2.25
2022Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$2.69$2.20$0.48
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$2.27$2.36$0.10
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.05$17.3$3.22$1.40$1.81
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.75$1.21$0.47
2018Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$1.94$1.87$0.07
2017Detailed filing. Detailed filing data is available for this year.$15.9$0.01$15.9$1.39$1.20$0.19
2016Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.39$1.86$0.47
2015Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$1.20$1.35$0.14
2014Detailed filing. Detailed filing data is available for this year.$16.4$0.09$16.3$1.77$0.97$0.81
2013Detailed filing. Detailed filing data is available for this year.$15.5$0.03$15.5$1.37$1.20$0.16
2012Summary only. Only limited summary data is available for this year.$15.3$0.00$1.32$1.27$0.05
2011Summary only. Only limited summary data is available for this year.$15.3$0.00$0.25$0.87$0.62
2010Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.84