Civic Intelligence

Trust UW of Ida M Kiefer

EIN 22-6737581 • Palm Beach Gardens, FL

116 Isle Verde WayPalm Beach Gardens, FL 33418
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

61st percentile

6.0%

Faster asset growth than 61% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

45%

Faster revenue growth than 78% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$952,070

Up $54,233 (+6.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$952,070

Up $54,233 (+6.0%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin79th percentile

Revenue

Up

$220,402

Up $68,488 (+45%) from 2023

Expenses

Up

$155,551

Up $10,247 (+7.1%) from 2023

Net Income

Up

$64,851

Up $58,241 (+881%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2014: $1,432,435Liabilities 2014: $02014Assets 2015: $1,347,860Liabilities 2015: $02015Assets 2019: $1,149,765Liabilities 2019: $02019Assets 2020: $1,116,214Liabilities 2020: $0Net Assets 2020: $1,116,2142020Assets 2021: $1,050,243Liabilities 2021: $0Net Assets 2021: $1,050,2432021Assets 2022: $957,089Liabilities 2022: $0Net Assets 2022: $957,0892022Assets 2023: $897,837Liabilities 2023: $0Net Assets 2023: $897,8372023Assets 2024: $952,070Liabilities 2024: $0Net Assets 2024: $952,0702024

Highlighted filing

2024

Assets$952,070
Liabilities$0
Net Assets$952,070
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2014: $152,614Expenses 2014: $147,750Net Income 2014: $4,8642014Revenue 2015: $60,875Expenses 2015: $145,450Net Income 2015: -$84,5752015Revenue 2019: $87,786Expenses 2019: $134,349Net Income 2019: -$46,5632019Revenue 2020: $112,851Expenses 2020: $146,402Net Income 2020: -$33,5512020Revenue 2021: $125,190Expenses 2021: $158,892Net Income 2021: -$33,7022021Revenue 2022: $105,329Expenses 2022: $170,953Net Income 2022: -$65,6242022Revenue 2023: $151,914Expenses 2023: $145,304Net Income 2023: $6,6102023Revenue 2024: $220,402Expenses 2024: $155,551Net Income 2024: $64,8512024

Highlighted filing

2024

Revenue$220,402
Expenses$155,551
Net Income$64,851
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$952,070
Liabilities
$0
Net assets
$952,070
Revenue
$220,402
Expenses
$155,551
Net income
$64,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.22$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.15$0.15$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.11$0.17$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.13$0.16$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.11$0.15$0.03
2019Summary only. Only limited summary data is available for this year.$1.15$0.00$0.09$0.13$0.05
2015Summary only. Only limited summary data is available for this year.$1.35$0.00$0.06$0.15$0.08
2014Summary only. Only limited summary data is available for this year.$1.43$0.00$0.15$0.15$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 16, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN W CHRISTIETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Trust Uw of Ida M Kiefer
EIN
22-6737581
Phone
5616258035
Address
116 ISLE VERDE WAY, PALM BEACH GARDENS, FL 33418

Signing Officer

Name
John W Christie
Title
Trustee
Phone
5616258035
Signed
2025-04-16

Preparer

Firm
Raymond Perri & Deseno LLC
Address
55 GILBERT STREET NORTH SUITE 1102, TINTON FALLS, NJ 07701
Preparer
Susan Woodward
Phone
7328423961
Raw XML Appendix367 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/Amt06200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06200
CompensationExplanation/CompensationExplanationGrp/PersonNm0JOHN W CHRISTIE
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0TRUSTEE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02024-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12024-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MIDWEST TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1MIDWEST TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt035340
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt143520
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt092293
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1140448
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12004-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt056953
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt196928
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FEDERATED TOTAL RETURN BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1SPDR BARCLAYS CAPITAL CONV. BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FEDERATED HERMES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3DODGE & COX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4FIDELITY TOTAL BOND ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt059782
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt149960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt243778
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt373714
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt434897
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt058224
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt192767
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt235780
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt368010
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt433204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt95074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1022500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1111254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1224793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1414905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1614553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt177341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1810156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1918972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt207220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2112758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2219431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2313155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2427043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2511357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2611856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2747487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2813514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2930000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3050000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3125000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3242250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3335093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3424941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3525187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3651152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt024898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt228968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt445455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt536155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt657978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt739792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8194733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt957352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1028979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1145618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1231836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1316765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14175294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1534835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1674040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1729162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1828278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1999142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt206662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2147942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2257608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2334130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2437568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2523153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2648324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27100035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2822572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2930014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3049937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3124472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3242250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3333436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3424432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3524513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3650861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMERICAN WATER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MERCK & CO INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8MICROSOFT CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10NORTHERN INTERNATIONAL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CME GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16LOWES CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17NIKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ORACLE CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BLACKSTONE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DOW, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DUPONT, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JPMORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VANGUARD MAT INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27OTIS WORLDWIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SHELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TJX COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30IBM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GSK PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CORNING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34BANK OF AMERICA CD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35BARCLAYS BANK CD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BRISTOL MYERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FIDELITY INSTL MM FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ISHARES BROAD UDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39KIMBERLY CLARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ELI LILLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CHARLES SCHWAB
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt055231
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0153881
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011120
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0170
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt066351
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0154051
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0220402
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt066521
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt099157
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt099157
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt055231
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt055231
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt064851
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0232741
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt011290
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011290
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0153881
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt050194
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt050194
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt066521
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0155551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0155551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0220402
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt056394
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt056394
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt064851
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010618
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0962688
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0897837
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0952070
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt02044132
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0185183
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0227234
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0262131
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0287985
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0485420
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0689939
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01756147
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0897837
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0952070
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0897837
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0952070
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02044132
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0897837
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0952070
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0897837
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0952070
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
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/PersonNm0JOHN W CHRISTIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0116 ISLE VERDE WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM BEACH GARDENS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033418
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0155551
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0155551
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0FEEDER FOR EMEMPT ORG 'S
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/IndividualWithBooksNm0JOHN W CHRISTIE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0116 ISLE VERDE WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PALM BEACH GARDENS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033418
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05616258035
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FEEDER ORG TO VARIOUS CHARITABLE ORGANIZATIONS
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt033052
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt133052
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt216527
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt316526
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUNDS FOR EXEMPT MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FUNDS FOR EXEMPT MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FUNDS FOR EXEMPT MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUNDS FOR EXEMPT MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JUDE'S RANCH FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GIRL SCOUTS OF THE JERSEY SHORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GIRL SCOUTS OF GREATER HUDSON COUNT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 60100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11325 WEST WALNUT HILL LAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21405 OLD FREEHOLD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3120 VALLEY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOULDER CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1IRVING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TOMS RIVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MONTCLAIR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0890060100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1750152079
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd208753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd307042
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt099157
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0155551
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0155551
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0155551
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0155551
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0155551
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010618
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD ADJ
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024758
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt112417
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt211
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt313008
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MIDWEST TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2MISCELLANEOUS EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3TD BANK
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt024758
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt112417
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt211
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt313008
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN W CHRISTIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05616258035
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW OF IDA M KIEFER
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0226737581
ReturnHeader/Filer/PhoneNum05616258035
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 ISLE VERDE WAY
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH GARDENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033418
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223554481
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAYMOND PERRI & DESENO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 GILBERT STREET NORTH SUITE 1102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TINTON FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007701
ReturnHeader/PreparerPersonGrp/PhoneNum07328423961
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN WOODWARD
ReturnHeader/ReturnTs02025-03-26T06:34:53-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.