Civic Intelligence

Innovating Worthy Projects Foundation

990PF • Fiscal year 2024 • EIN 22-6083636

Sep 01, 2023 to Aug 31, 2024 • Filed on Jul 15, 2025

Organization Profile
411 Walnut Street 12272Green Cove Springs, FL 32043-3443

(305) 861-5352

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.21x

Higher debt load relative to revenue than 73% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-299%

Higher net margin than 2% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$48,000

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 53.3% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-5.3%

Faster asset growth than 19% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$4,886,548

Down $274,636 (-5.3%) from 2023

Net Assets

Down

$4,867,326

Down $269,637 (-5.2%) from 2023

Liabilities

Down

$19,222

Down $4,999 (-21%) from 2023

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin2nd percentile

Revenue

Down

$90,062

Down $255,605 (-74%) from 2023

Expenses

Up

$359,699

Up $10,453 (+3.0%) from 2023

Net Income

Down

-$269,637

Down $266,058 (-7434%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,249,595Liabilities 2011: $10,6252011Assets 2012: $4,969,771Liabilities 2012: $10,6502012Assets 2013: $4,987,830Liabilities 2013: $11,9712013Assets 2014: $5,040,922Liabilities 2014: $10,996Net Assets 2014: $5,029,9262014Assets 2015: $5,199,831Liabilities 2015: $11,3272015Assets 2019: $4,998,908Liabilities 2019: $10,7372019Assets 2020: $4,808,346Liabilities 2020: $11,557Net Assets 2020: $4,796,7892020Assets 2021: $4,965,856Liabilities 2021: $23,476Net Assets 2021: $4,942,3802021Assets 2022: $5,168,218Liabilities 2022: $27,676Net Assets 2022: $5,140,5422022Assets 2023: $5,161,184Liabilities 2023: $24,221Net Assets 2023: $5,136,9632023Assets 2024: $4,886,548Liabilities 2024: $19,222Net Assets 2024: $4,867,3262024

Highlighted filing

2024

Assets$4,886,548
Liabilities$19,222
Net Assets$4,867,326
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $320,199Expenses 2011: $274,002Net Income 2011: $46,1972011Revenue 2012: $14,569Expenses 2012: $294,418Net Income 2012: -$279,8492012Revenue 2013: $322,569Expenses 2013: $305,831Net Income 2013: $16,7382013Revenue 2014: $361,645Expenses 2014: $307,578Net Income 2014: $54,0672014Revenue 2015: $469,154Expenses 2015: $310,576Net Income 2015: $158,5782015Revenue 2019: $246,225Expenses 2019: $320,796Net Income 2019: -$74,5712019Revenue 2020: $112,953Expenses 2020: $304,335Net Income 2020: -$191,3822020Revenue 2021: $510,488Expenses 2021: $364,897Net Income 2021: $145,5912021Revenue 2022: $534,334Expenses 2022: $344,143Net Income 2022: $190,1912022Revenue 2023: $345,667Expenses 2023: $349,246Net Income 2023: -$3,5792023Revenue 2024: $90,062Expenses 2024: $359,699Net Income 2024: -$269,6372024

Highlighted filing

2024

Revenue$90,062
Expenses$359,699
Net Income-$269,637
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR EDWARD PACKERChairman/PresidentPT$48,000-$48,000
HOWARD PACKER ESQTrusteePT$35,000-$35,000
STEPHEN P WEISSSecretary-$0--
RICHARD W CULBERTSON JRTreasurer-$0--
JEFFREY PACKERChairman-$0--
EMILY ZAPPATrustee-$0--
AMANDA KAYETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAMP RISE ABOVEREQUESTING FOR PROGRAM ACTIVITY COSTS AND CAMPERSHIPS FOR PARTICIPANTS.-NORTH CHARLESTON, SC, US$10,000
Paid GrantDANNY DID FOUNDATIONTO PURCHASE 15 SEIZURE DETECTING DEVICES FOR FAMILIES IN NEED.-EVANSTON, IL, US$10,000
Paid GrantHEARTGIFTFUND LIFE-SAVING HEART SURGERIES FOR CHILDREN-AUSTIN, TX, US$10,000
Paid GrantHOPE TO WALKIMPLEMENT CHILDREN'S AK PROSTHETIC PROGRAM DEVELOPED BY IWPF HTW PARTNERSHIP.-BLACKSBURG, VA, US$10,000
Paid GrantMARTHA'S VINEYARD CEREBRAL PALSY CAMPFUNDING TO REPLACE CAMP JABBERWOCKY'S HOBART DISHWASHER-VINEYARD HAVEN, MA, US$10,000
Paid GrantUP ACADEMYSOUNDPROOF WORKING PODS FOR NEURODIVERSE STUDENTS-SAN MATEO, CA, US$10,000
Paid GrantFOUDNATION FOR DREAMSSUPPORT DREAM OAKS CAMP PROGRAM FOR CHILDREN W/SPECIAL NEEDS.-BRADENTON, FL, US$9,800
Paid GrantCAMP HOLIDAY TRAILSTO BUILD A HAMMOCK VILLAGE FOR OUR COUNSELORS AND CAMPERS WITH MEDICAL NEEDS AND CHRONIC ILLNESSES AND PROVIDE A SPACE TO ADDRESS MENTAL WELLNESS IN THE NATURAL ENVIRONMENT.-CHARLOTTESVILLE, VA, US$8,000
Paid GrantCLINICS CAN HELPPROVIDING CHILDREN WITH DISABILITIES NECESSARY MEDICAL EQUIPMENT FOR INCREASED INDEPENDENCE.-WEST PALM BEACH, FL, US$8,000
Paid GrantFRESH START SURGICAL GIFTSDIRECT FUNDING FOR THE SURGERY WEEKEND PROGRAM.-CARLSBAD, CA, US$7,500
Paid GrantFRIENDSHIP CIRCLE FT LAUDERDALEENHANCE OUR TEEN SCENE PROGRAM, A UNIQUE INITIATIVE THAT NOT ONLY SERVES DEVELOPMENTALLY DISABLED ADOLESCENTS BUT ALSO PLAYS A PIVOTAL ROLE IN SHAPING THE VALUES OF TEEN VOLUNTEERS FROM THE LOCAL COMMUNITY-FORT LAUDERDALE, FL, US$7,000
Paid GrantWHYARTS INCKIDS ON THE BLOCK EDUCATES ABOUT DISABILITIES THROUGH PUPPET SHOWS.-OMAHA, NE, US$7,000
Paid GrantFRIENDSHIP CIRCLE MIAMITO HELP LAUNCH THE FIRST DISABILITY-INCLUSIVE YOUTH ORCHESTRA IN MIAMI.-MIAMI BEACH, FL, US$6,600
Paid GrantFAST FEET RUNNING AND ATHLETICSADAPTIVE RUNNING AND HEALTH EQUITY PROGRAMS FOR CHILDREN WITH DISABILITIES-WOODSIDE, NY, US$5,200
Paid GrantCOANIQUEM BURN CENTERCOANIQUEM FREE REHABILITATION PROGRAM FOR CHILDREN WITH SEVERE BURNS-LIVERMORE, CA, US$5,000
Paid GrantHOPECAM INCTO CONNECT KIDS WITH CANCER TO THEIR CLASSROOM AND FRIENDS.-RESTON, VA, US$5,000
Paid GrantMOBILITY WORKS FOUNDATIONWHEELCHAIR ACCESSIBLE VANS FOR LIFE WITHOUT LIMITATIONS-WESTLAKE, OH, US$5,000
Paid GrantREUNION SPORTIVE D'HAITI INCEARLY CHILDHOOD EDUCATION AND FEEDING PROGRAM-TAKOMA PARK, MD, US$5,000
Paid GrantSOUNDS ACADEMYSOUNDS ACADEMYS COMPREHENSIVE MUSIC PROGRAM FOR UNDERPRIVILEGED YOUTH-PHOENIX, AZ, US$5,000
Paid GrantSUNSHINE ON A RANNEY DAYHELP COVER COSTS OF A CHILD'S RENOVATION-ROSWELL, GA, US$5,000
Paid GrantTHE MANE MISSIONWHEELCHAIR ACCESSIBLE ATV FOR EXCURSIONS IN OUR IDD CHILDRENS PROGRAM-SEDALIA, CO, US$5,000
Paid GrantGRANDMA'S PLACE INCTO PROVIDE SHELTER AND LOVING CARE TO CHILDREN WHO HAVE SUFFERED ABUSE OR NEGLECT AND HAVE BEEN REMOVED FROM THEIR HOMES-ROYAL PALM BEACH, FL, US$4,500
Paid GrantBURLEY DISCOVERY MUSEUMTO PROVIDE THE MINI-CASSIA COMMUNITY WITH A SPACE WHERE CHILDREN OF ALL AGES AND ABILITIES CAN BENEFIT FROM A CREATIVE ENVIRONMENT, IMAGINATIVE PLAY, AND HANDS-ON DISCOVERY-BURLEY, ID, US$4,000
Paid GrantPATHFINDER SCHOOLGENERAL PURPOSE SUPPORT FOR ACADEMICS-PICKNEY, MI, US$3,053
Paid GrantJERICHO SCHOOL FOR CHILDRENSCHOOL FOR CHILDREN WITH AUTISM AND OTHER DEVELOPMENTAL DISABILITIES-JACKSONVILLE, FL, US$2,600
Paid GrantAARON'S ACESPROVIDE PARTIAL SCHOLARSHIPS FOR PARTICIPANTS AT CAMP-LANCASTER, PA, US$2,500
Paid GrantPROJECT CAMPPROVIDE A SUMMER CAMP EXPERIENCE FOR CHILDREN WITH PHYSICAL DISABILITIES.-SCOTTSVILLE, KY, US$2,500
Paid GrantTHE SHADOW PROJECTSCHOOL-BASED PROGRAMS, PROVEN TO HELP K-8 STUDENTS WITH LEARNING CHALLENGES LIKE DYSLEXIA, ADHD, AUTISM AND TRAUMA BUILD SKILLS FOR SCHOOL AND LIFE SUCCESS-PORTLAND, OR, US$2,350
Filing and Contact Details

Filer

Filer Name
Innovating Worthy Projects Foundation
EIN
22-6083636
Phone
3058615352
Address
411 WALNUT STREET 12272, GREEN COVE SPRINGS, FL 32043-3443

Signing Officer

Name
Richard W Culbertson Jr
Title
Treasurer
Phone
8567822895
Signed
2025-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Bowman & Company Llp
Address
601 WHITE HORSE ROAD, VOORHEES, NJ 08043-2493
Preparer
John R Culbertson
Phone
8564356200
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-93062
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt090062
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt090062
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt041500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt033200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt083000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0175603
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0175603
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0183124
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0183124
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-269637
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01049502
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt013638
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt06819
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt022730
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-93062
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt095416
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt011776
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0460
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt038777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt039313
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03638
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02910
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0246839
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt087708
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0359699
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0183124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt090062
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt071236
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt087708
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0184096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0242406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1900158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-99253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-99253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0248596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1800905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO #8794 VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO #8794 VARIOUS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-93062
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-269637
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04867326
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05136963
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04867326
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0255693
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0255693
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0255693
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0257019
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01326
IRS990PF/DistributableAmountGrp/TotalTaxAmt01326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01504
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0178
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01326
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01504
IRS990PF/FMVAssetsEOYAmt05530270
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt030544
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt025363
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt025363
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0789935
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0639636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0703486
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt019715
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt015331
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt015331
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt04320990
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04206218
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04786090
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt024221
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt019222
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05136963
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04867326
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05161184
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04886548
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05530270
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt024221
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt019222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05161184
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04886548
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05136963
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04867326
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05218651
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt053680
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05147448
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt078280
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt017523
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0257019
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05140371
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05218651
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt048000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt135000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DR EDWARD PACKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HOWARD PACKER ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEPHEN P WEISS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RICHARD W CULBERTSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JEFFREY PACKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5EMILY ZAPPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6AMANDA KAYE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015 WILLOW ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15151 COLLINS AVENUE 722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22000 MARKET STREET 1OTH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3601 WHITE HORSE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44415 N 37TH WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt53344 E GRANITEVIEW DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6621 E LOMA LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ASHEVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MIAMI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3VOORHEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6PHOENIX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4AR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5AR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6AR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133140
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd219103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3080432493
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd485018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd585044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd685020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0246839
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0246839
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,886,548
Liabilities
$19,222
Net assets
$4,867,326
Revenue
$90,062
Expenses
$359,699
Net income
-$269,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.89$0.02$4.87$0.09$0.36$0.27
2023Detailed filing. Detailed filing data is available for this year.$5.16$0.02$5.14$0.35$0.35$0.00
2022Detailed filing. Detailed filing data is available for this year.$5.17$0.03$5.14$0.53$0.34$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.02$4.94$0.51$0.36$0.15
2020Detailed filing. Detailed filing data is available for this year.$4.81$0.01$4.80$0.11$0.30$0.19
2019Summary only. Only limited summary data is available for this year.$5.00$0.01$0.25$0.32$0.07
2015Summary only. Only limited summary data is available for this year.$5.20$0.01$0.47$0.31$0.16
2014Detailed filing. Detailed filing data is available for this year.$5.04$0.01$5.03$0.36$0.31$0.05
2013Summary only. Only limited summary data is available for this year.$4.99$0.01$0.32$0.31$0.02
2012Summary only. Only limited summary data is available for this year.$4.97$0.01$0.01$0.29$0.28
2011Summary only. Only limited summary data is available for this year.$5.25$0.01$0.32$0.27$0.05