Civic Intelligence

Paul H Pusey Foundation

990PF • Fiscal year 2015 • EIN 23-7043682

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 01, 2016

Organization Profile
PO Box 111928Naples, FL 34108

(239) 591-0562

Siviq Scores

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

Liabilities / Assets

1st percentile

-0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

1st percentile

-0.05x

Higher debt load relative to revenue than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

1st percentile

-593%

Higher net margin than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

20th percentile

-5.5%

Faster asset growth than 20% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

1st percentile

-97%

Faster revenue growth than 1% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets1st percentile

Assets

Down

$3,440,704

Down $201,536 (-5.5%) from 2014

Net Assets

Down

$3,442,137

Down $178,884 (-4.9%) from 2014

Liabilities

Down

-$1,433

Down $22,652 (-107%) from 2014

Revenue And Expenses
Liabilities / Revenue1st percentileNet Margin1st percentile

Revenue

Down

$30,915

Down $1,141,757 (-97%) from 2014

Expenses

Up

$214,379

Up $5,093 (+2.4%) from 2014

Net Income

Down

-$183,464

Down $1,146,850 (-119%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,992,683Liabilities 2010: $5,047Net Assets 2010: $2,987,6362010Assets 2011: $2,834,819Liabilities 2011: $5,000Net Assets 2011: $2,829,8192011Assets 2012: $2,695,493Liabilities 2012: $143Net Assets 2012: $2,695,3502012Assets 2013: $2,684,752Liabilities 2013: $2,377Net Assets 2013: $2,682,3752013Assets 2014: $3,642,240Liabilities 2014: $21,219Net Assets 2014: $3,621,0212014Assets 2015: $3,440,704Liabilities 2015: -$1,433Net Assets 2015: $3,442,1372015Assets 2016: $3,302,169Liabilities 2016: -$926Net Assets 2016: $3,303,0952016Assets 2017: $3,240,111Liabilities 2017: $185Net Assets 2017: $3,239,9262017Assets 2018: $3,127,652Liabilities 2018: -$433Net Assets 2018: $3,128,0852018Assets 2019: $3,102,037Liabilities 2019: $728Net Assets 2019: $3,101,3092019Assets 2020: $2,936,434Liabilities 2020: $0Net Assets 2020: $2,936,4342020Assets 2021: $3,115,048Liabilities 2021: $0Net Assets 2021: $3,115,0482021Assets 2022: $2,992,560Liabilities 2022: $0Net Assets 2022: $2,992,5602022Assets 2023: $3,048,483Liabilities 2023: $0Net Assets 2023: $3,048,4832023Assets 2024: $3,081,933Liabilities 2024: $0Net Assets 2024: $3,081,9332024

Highlighted filing

2015

Assets$3,440,704
Liabilities-$1,433
Net Assets$3,442,137
Open 2015 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $172,7722010Expenses 2011: $198,7152011Expenses 2012: $204,8082012Revenue 2013: $183,967Expenses 2013: $194,857Net Income 2013: -$10,8902013Revenue 2014: $1,172,672Expenses 2014: $209,286Net Income 2014: $963,3862014Revenue 2015: $30,915Expenses 2015: $214,379Net Income 2015: -$183,4642015Revenue 2016: $89,845Expenses 2016: $222,461Net Income 2016: -$132,6162016Revenue 2017: $142,347Expenses 2017: $204,858Net Income 2017: -$62,5112017Revenue 2018: $103,522Expenses 2018: $211,350Net Income 2018: -$107,8282018Revenue 2019: $182,224Expenses 2019: $208,470Net Income 2019: -$26,2462019Revenue 2020: $41,177Expenses 2020: $204,642Net Income 2020: -$163,4652020Revenue 2021: $389,853Expenses 2021: $211,239Net Income 2021: $178,6142021Revenue 2022: $108,264Expenses 2022: $222,812Net Income 2022: -$114,5482022Revenue 2023: $237,810Expenses 2023: $204,430Net Income 2023: $33,3802023Revenue 2024: $234,587Expenses 2024: $214,381Net Income 2024: $20,2062024

Highlighted filing

2015

Revenue$30,915
Expenses$214,379
Net Income-$183,464
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 1, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy P AyresVice President-$0--
WILLIAM A PUSEY SR DeceasedChairman-$0--
Patricia P ClarkPresident-$0--
Patricia P PuseySecretary-$0--
Paul W AyresDirector-$0--
ROBERT B AYRESTreasurer-$0--
WILLIAM A PUSEY JRDirector-$0--
JOHN B REECEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Paul H Pusey Foundation
EIN
23-7043682
Phone
2395910562
Address
PO Box 111928, Naples, FL 34108

Signing Officer

Name
Robert B Ayres
Title
Treasurer
Phone
2395910562
Signed
2016-08-01
Discuss with paid preparer
Yes

Preparer

Firm
Kimble
Address
6806 PARAGON PLACE SUITE 250, RICHMOND, VA 23230
Preparer
Kimberley D Vanhuss
Phone
8046124380
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3285141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt436010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt555800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt618150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt711000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt818093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt99924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0476 SHS Ishares Select Dividend ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18,059.317 SHS Loomis Sayles Bond Instl
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2591.716 SHS Mainstay Cushing MLP Premier
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc319,856.591 SHS Tortoise MLP & Pipeline FS Investor
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4939 SHS Vangaurd FTSE Deleoped Market ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53,502.825 SHS Calvert Short Duration Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61,635.135 SHS JPMorgan Strategic Income Opps
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7579.863 Matthews Asia Small companies FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc896 SHS Vangaurd Index FDS Formerly Vanguard IND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-78964
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-183464
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04372
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08952
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03446509
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03621021
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03442137
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0177253
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0177253
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0177253
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0178539
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01286
IRS990PF/DistributableAmountGrp/TotalTaxAmt01286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01433
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01433
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01286
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02720
IRS990PF/FMVAssetsEOYAmt03373873
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0137000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0137344
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01310271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01221273
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01244350
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01574721
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02013053
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01922801
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt021219
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0-1433
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0757248
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt069378
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt069378
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03642240
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03440704
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03373873
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021219
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0-1433
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03642240
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03440704
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03621021
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03442137
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03621021
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03442137
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03625157
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0470673
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03154484
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054377
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0178539
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03570780
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03625157
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
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/EmployeeBenefitProgramAmt70
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/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Nancy P Ayres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM A PUSEY SR Deceased
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Patricia P Clark
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Patricia P Pusey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Paul W Ayres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROBERT B AYRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6WILLIAM A PUSEY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JOHN B REECE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt011253 Big Canoe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt157 East Square Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25326 Du Pont Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt357 East Square Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45620 Rockfield Loop
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt511253 Big Canoe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt611587 PRIMROSE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt76411 THREE CHOPT ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Big Canoe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Richmond
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Santa Rosa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Richmond
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Valrico
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5BIG Canoe
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6ROCKVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd123238
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd323238
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd433594
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd530143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd624146
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd723226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0165406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0166049
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0166280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0155460
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0160864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0152200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0129000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.044820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047208

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,440,704
Liabilities
-$1,433
Net assets
$3,442,137
Revenue
$30,915
Expenses
$214,379
Net income
-$183,464
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.23$0.21$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.24$0.20$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.11$0.22$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.39$0.21$0.18
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.04$0.20$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.18$0.21$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.10$0.21$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.14$0.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.09$0.22$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.03$0.21$0.18
2014Detailed filing. Detailed filing data is available for this year.$3.64$0.02$3.62$1.17$0.21$0.96
2013Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.18$0.19$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.20
2011Detailed filing. Detailed filing data is available for this year.$2.83$0.01$2.83$0.20
2010Detailed filing. Detailed filing data is available for this year.$2.99$0.01$2.99$0.17