The Auldridge Fund

990PF • Fiscal year 2013 • EIN 23-2900851

Jan 01, 2013 to Dec 31, 2013 • Filed on May 23, 2014

Organization Profile

1225 Farview RoadSuite19085-2037

(610) 265-8116

Siviq Scores

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

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

2662%

Higher net margin than 100% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

-11%

Faster asset growth than 10% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets27th percentile

Assets

Down

$2,152,076

Down $263,824 (-11%) from 2012

Net Assets

Down

$2,152,076

Down $263,824 (-11%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin100th percentile

Revenue

-$9,912

No earlier filing loaded for comparison.

Expenses

Down

$253,912

Down $290,818 (-53%) from 2012

Net Income

-$263,824

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

Highlighted filing

2013

Assets$2,152,076

Liabilities$0

Net Assets$2,152,076

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue-$9,912

Expenses$253,912

Net Income-$263,824

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 23, 2014
Return Version: 2013v3.1

Compensation and Service Providers

Top Officer Pay46th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ROY S NEFF	Pres, Director	-	$0	-	-
ROSALIND S NEFF	Secy, Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 23-2900851
In Care Of: % ROY S NEFF
Phone: 6102658116

Signing Officer

Name: R S Neff
Title: Director
Signed: 2014-05-23

Preparer

Preparer: Bove Associates
Phone: 5205773000

Raw XML Appendix298 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/Amt	0	860
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	B A
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	860
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	ASTRAZENECA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	ANNALY CAP MGT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	GLOBAL HIGH INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	3	MICROSOFT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	4	MS EMERGING MKTS DEBT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	5	SAFE BULKERS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	6	TELEFONICA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	7	TEMPLETN EMRG MKTS INCM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	8	TEXTAINER GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	9	TOTAL S A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	10	WESTERN EMERGIN MKTS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	11	WALMART
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	12	ALL FMV
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	297357
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	1	211076
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	2	144026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	3	386851
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	4	540819
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	1561473
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	59295
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-69315
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	108
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	TAX REFUND IRS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	-9912
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	-9912
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	860
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	860
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	246500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	246500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	47533
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	59295
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-263824
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	285848
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	108
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	108
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-69315
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	40229
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	6552
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	6552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	246500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	7412
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	253912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	47641
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	-9912
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	7412
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	7412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2012-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	1	2011-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	88634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	1	266529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-1597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	-73401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-1597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	-73401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	87037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	193128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2013-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2013-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-69315
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-1597
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-263824
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	2152076
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	2415900
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	2152076
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	109825
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	109825
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	109825
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	110227
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	402
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	269
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	269
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	402
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	671
IRS990PF/FMVAssetsEOYAmt	0	2133420
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	2415900
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	2152076
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	1277235
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	571947
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	571947
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	1138665
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	1580129
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	1561473
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	2415900
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	2152076
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	2133420
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	2415900
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	2152076
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	2415900
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	2152076
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	2238102
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	924591
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	1313511
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	33572
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	110227
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	2204530
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	2238102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	ROY S NEFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ROSALIND S NEFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	PRES, DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	SECY, DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	1225 FARVIEW ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	1225 FARVIEW ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	VILLANOVA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	VILLANOVA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	190852037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	190852037
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	232536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	232938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	537208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	269719
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	239809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	269959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	137340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.105481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.195128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.088819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.080838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.110331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.052288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	2204530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	2753106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	3036718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	2966524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	2446805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	2626610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	246500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.527404
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	246098
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	246500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	402
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	246500
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	1225 FARVIEW ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	VILLANOVA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	19085
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	ROY S NEFF
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6109951400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	ROY S NEFF ROSALIND S NEFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	246500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	unrestricted general grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	Various 501 c 3 organizations MIT Amer J World
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	JFGP AE Society JFCS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2	0	various communities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	Phila
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	19103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	246500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	109825
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	109825
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	400637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	123045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	102545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	148257
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	7101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	7101
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	911159
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	136675
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	400637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	123045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	102545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	148257
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	246500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	136675
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	918260
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	781585
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Tax refund
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	DUE B&E
TaxesSchedule/TaxesDetail/Amt	0	6552
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	6552
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	R S Neff
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	THE AULDRIDGE FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	AULD
ReturnHeader/Filer/EIN	0	232900851
ReturnHeader/Filer/InCareOfNm	0	% ROY S NEFF
ReturnHeader/Filer/PhoneNum	0	6102658116
ReturnHeader/Filer/USAddress/AddressLine1	0	1225 FARVIEW ROAD
ReturnHeader/Filer/USAddress/AddressLine2	0	Suite
ReturnHeader/Filer/USAddress/City	0	VILLANOVA
ReturnHeader/Filer/USAddress/State	0	PA
ReturnHeader/Filer/USAddress/ZIPCode	0	190852037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Bove & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	6301 N Placita Arista
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Tucson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	85718
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5205773000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Bove Associates
ReturnHeader/ReturnTs	0	2014-05-23T12:31:00-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,152,076
Liabilities: $0
Net assets: $2,152,076
Revenue: -$9,912
Expenses: $253,912
Net income: -$263,824

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.14	$0.00	$2.14	$0.21	$0.02	$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.37	$0.00	$2.37	$0.21	$0.02	$0.20
2022Detailed filing. Detailed filing data is available for this year.	$2.17	$0.00	$2.17	$0.47	$0.21	$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.91	$0.00	$1.91	$0.35	$0.55	$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.98	$0.00	$1.98	$0.14	$0.35	$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.20	$0.00	$2.20	$0.08	$0.62	$0.54
2018Detailed filing. Detailed filing data is available for this year.	$2.74	$0.00	$2.74	$0.05	$0.40	$0.35
2017Detailed filing. Detailed filing data is available for this year.	$3.08	$0.00	$3.08	$1.74	$0.55	$1.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.89	$0.00	$1.89	$0.02	$0.39	$0.36
2015Detailed filing. Detailed filing data is available for this year.	$2.25	$0.00	$2.25	$0.04	$0.13	$0.17
2014Detailed filing. Detailed filing data is available for this year.	$2.42	$0.00	$2.42	$0.71	$0.22	$0.49
2013Detailed filing. Detailed filing data is available for this year.	$2.15	$0.00	$2.15	$0.01	$0.25	$0.26
2012Detailed filing. Detailed filing data is available for this year.	$2.42	$0.00	$2.42		$0.54
2011Detailed filing. Detailed filing data is available for this year.	$2.90	$0.00	$2.90		$0.28
2010Detailed filing. Detailed filing data is available for this year.	$2.91	$0.00	$2.91		$0.26