Civic Intelligence

Shafer Family Charitable Trust

EIN 23-6952392 • Orlando, FL

PO Box 919798Orlando, FL 32891-9798
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

26th percentile

-9.4%

Higher net margin than 26% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$12,173

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2021

Asset Growth

47th percentile

1.7%

Faster asset growth than 47% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Assets

Down

$1,426,260

Down $7,943 (-0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,426,260

Down $7,943 (-0.6%) from 2023

Revenue

Down

$84,323

Down $47,631 (-36%) from 2023

Expenses

Up

$92,266

Up $15,882 (+21%) from 2023

Net Income

Down

-$7,943

Down $63,513 (-114%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,021,739Liabilities 2010: $5Net Assets 2010: $1,021,7342010Assets 2011: $1,158,420Liabilities 2011: $0Net Assets 2011: $1,158,4202011Assets 2012: $1,134,419Liabilities 2012: $0Net Assets 2012: $1,134,4192012Assets 2013: $1,155,383Liabilities 2013: $0Net Assets 2013: $1,155,3832013Assets 2018: $1,348,157Liabilities 2018: $0Net Assets 2018: $1,348,1572018Assets 2019: $1,317,941Liabilities 2019: $0Net Assets 2019: $1,317,9412019Assets 2020: $1,273,827Liabilities 2020: $0Net Assets 2020: $1,273,8272020Assets 2021: $1,488,484Liabilities 2021: $0Net Assets 2021: $1,488,4842021Assets 2022: $1,378,633Liabilities 2022: $0Net Assets 2022: $1,378,6332022Assets 2023: $1,434,203Liabilities 2023: $0Net Assets 2023: $1,434,2032023Assets 2024: $1,426,260Liabilities 2024: $0Net Assets 2024: $1,426,2602024

Highlighted filing

2024

Assets$1,426,260
Liabilities$0
Net Assets$1,426,260

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $71,9302010Expenses 2011: $67,9402011Expenses 2012: $81,7132012Revenue 2013: $101,202Expenses 2013: $80,226Net Income 2013: $20,9762013Revenue 2018: $67,530Expenses 2018: $94,280Net Income 2018: -$26,7502018Revenue 2019: $52,688Expenses 2019: $82,812Net Income 2019: -$30,1242019Revenue 2020: $33,123Expenses 2020: $76,502Net Income 2020: -$43,3792020Revenue 2021: $299,951Expenses 2021: $85,230Net Income 2021: $214,7212021Revenue 2022: -$17,684Expenses 2022: $92,170Net Income 2022: -$109,8542022Revenue 2023: $131,954Expenses 2023: $76,384Net Income 2023: $55,5702023Revenue 2024: $84,323Expenses 2024: $92,266Net Income 2024: -$7,9432024

Highlighted filing

2024

Revenue$84,323
Expenses$92,266
Net Income-$7,943

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 18, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrusteePT$12,173-$12,173
Filing and Contact Details

Filer

Filer Name
Shafer Family Charitable Trust
EIN
23-6952392
Phone
6103712091
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
6103712091
Signed
2022-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119892356106 TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120907818108 UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12191324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122931142103 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123983919101 XILINX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124G6564A105 NOMAD FOODS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt236093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3109646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt426905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt584710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt69277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt712979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt841664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt912081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1044087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt118021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt126588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1318956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt146256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1536082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1626127
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1741202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1887915
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt061760X786 MORGAN STANLEY INSTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174256W527 PRINCIPAL EDGE MIDCA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt287283A102 T. ROWE PRICE QM US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt389154X526 TOUCHSTONE MID CAP G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4922908710 VANGUARD 500 INDEX F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt592828N668 VIRTUS KAR SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6258620103 DOUBLELINE TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt764128K751 NEUBERGER BERMAN STR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt874440B884 PGIM TOTAL RETURN BD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt985918D624 STERLING CAPITAL TOT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10592905764 METROPOLITAN WEST T/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11693391104 PIMCO REAL RETURN FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1200143W859 INVESCO DEVELOPING M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1352106N889 LAZARD EMERGING MARK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14921943809 VANGUARD DEVELOPED M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15693390882 PIMCO INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16464288273 ISHARES MSCI EAFE SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1704314H857 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1822822V101 CROWN CASTLE INTERNA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19253868103 DIGITAL REALTY TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2027826A730 EATON VANCE FLOATING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21412295107 HARDING LOEVNER INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22464287465 ISHARES MSCI EAFE ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23464287606 ISHARES S&P MIDCAP 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2452472T775 BRANDYWINEGLOBAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25722005816 PIMCO INVESTMENT GRA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt030283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt235871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3206955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt439895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt585111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt611819
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt712791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt856081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt916591
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1042087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119393
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt127429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1319007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt146368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1535327
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1628306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1739957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1886794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt033063
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0266459
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0299951
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0299951
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0266459
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06087
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06086
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012173
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt072000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt072000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033036
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033063
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0214721
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01027918
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0429
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0429
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0266459
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0293275
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0519
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0888
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt078212
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt085230
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0299924
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0299951
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06212
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06649
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013230
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-09-09

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