Civic Intelligence

St. Joseph Family Foundation

990PF • Fiscal year 2015 • EIN 23-7332334

May 01, 2014 to Apr 30, 2015 • Filed on Mar 11, 2016

Organization Profile
8004 19th Ave Dr WBradenton, FL 34209

(941) 792-7088

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

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

Liabilities / Revenue

28th percentile

0.00x

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

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

Net Margin

21st percentile

-17%

Higher net margin than 21% 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

41st percentile

-1.3%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,502,973

Down $20,443 (-1.3%) from 2014

Net Assets

Down

$1,502,973

Down $20,443 (-1.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin21st percentile

Revenue

Up

$120,832

Up $18,223 (+18%) from 2014

Expenses

Up

$141,275

Up $1,830 (+1.3%) from 2014

Net Income

Up

-$20,443

Up $16,393 (+45%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,654,695Liabilities 2011: $0Net Assets 2011: $1,654,6952011Assets 2012: $1,605,965Liabilities 2012: $0Net Assets 2012: $1,605,9652012Assets 2013: $1,560,252Liabilities 2013: $0Net Assets 2013: $1,560,2522013Assets 2014: $1,523,416Liabilities 2014: $0Net Assets 2014: $1,523,4162014Assets 2015: $1,502,973Liabilities 2015: $0Net Assets 2015: $1,502,9732015Assets 2016: $1,471,155Liabilities 2016: $0Net Assets 2016: $1,471,1552016Assets 2017: $1,499,440Liabilities 2017: $0Net Assets 2017: $1,499,4402017Assets 2018: $1,573,768Liabilities 2018: $0Net Assets 2018: $1,573,7682018Assets 2019: $1,580,361Liabilities 2019: $0Net Assets 2019: $1,580,3612019Assets 2020: $1,662,713Liabilities 2020: $0Net Assets 2020: $1,662,7132020Assets 2021: $1,609,456Liabilities 2021: $0Net Assets 2021: $1,609,4562021Assets 2022: $1,373,419Liabilities 2022: $0Net Assets 2022: $1,373,4192022Assets 2023: $1,395,982Liabilities 2023: $0Net Assets 2023: $1,395,9822023Assets 2024: $1,466,340Liabilities 2024: $0Net Assets 2024: $1,466,3402024

Highlighted filing

2015

Assets$1,502,973
Liabilities$0
Net Assets$1,502,973
Open 2015 Filing

Operations Trend

Revenue Growth75th percentile

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

$400K$200K$0-$200K-$400KExpenses 2011: $114,8232011Expenses 2012: $72,6952012Expenses 2013: $127,9252013Revenue 2014: $102,609Expenses 2014: $139,445Net Income 2014: -$36,8362014Revenue 2015: $120,832Expenses 2015: $141,275Net Income 2015: -$20,4432015Revenue 2016: $87,247Expenses 2016: $119,065Net Income 2016: -$31,8182016Revenue 2017: $123,799Expenses 2017: $95,514Net Income 2017: $28,2852017Revenue 2018: $175,004Expenses 2018: $100,676Net Income 2018: $74,3282018Revenue 2019: $77,355Expenses 2019: $110,923Net Income 2019: -$33,5682019Revenue 2020: $171,109Expenses 2020: $88,757Net Income 2020: $82,3522020Revenue 2021: $257,925Expenses 2021: $311,182Net Income 2021: -$53,2572021Revenue 2022: $62,964Expenses 2022: $299,001Net Income 2022: -$236,0372022Revenue 2023: $62,773Expenses 2023: $39,452Net Income 2023: $23,3212023Revenue 2024: $109,248Expenses 2024: $37,280Net Income 2024: $71,9682024

Highlighted filing

2015

Revenue$120,832
Expenses$141,275
Net Income-$20,443
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2014 to Apr 30, 2015
Signed
Mar 11, 2016
Return Version
2014v6.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA GIVENSec Treas/Director-$0--
BARON GIVEN ESQUIREPresident/Director-$0--
FREDERICK C SEIDENSec Treas/Direc-$0--
Brittany GivenDirector-$0--
Filing and Contact Details

Filer

Filer Name
St Joseph Family Foundation
EIN
23-7332334
Phone
9417927088
Address
8004 19th Ave Dr W, Bradenton, FL 34209

Signing Officer

Name
Baron Given Esquire
Title
President
Signed
2016-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Christopher Smith Leonard Etal
Address
1515 Ringling Blvd Suite 900, Sarasota, FL 34236
Preparer
Susan O Thompson
Phone
9419544040
Raw XML AppendixShowing 400 of 465 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt02200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01100
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt061282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt518091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt618722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt720054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt819122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt914037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1014159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt119639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt126878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1315081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1410555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1511131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1612096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt178847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1818277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1925540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2011442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2215697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2318879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2424546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2517596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2623191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2717453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2812185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2910628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3010027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3110091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3223188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3320361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3415882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3520014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3620073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3711220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3824078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3915653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt402372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4122770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4218882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4314641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4410211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4510317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4614996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4715864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4810430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4918857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5022855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt516837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5220991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5310499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt074225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt113711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt314141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt520517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt613475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt719638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt832513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt914087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1024980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1119287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1321674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1416740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1519714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1615152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1711441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1820624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1927175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2015205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt219812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2225407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2319551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2432026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2522296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2625024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2719932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt289320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt299302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3012089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt319582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3224060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3322750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3414515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3522572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3620048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3713842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3821913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3915303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt403937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4121157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4218864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4315585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt446827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4514330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4623234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4714711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt489790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4918803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5021672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt519856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5220319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5310230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Fidelity Puritan FD Mutual Fd (FPURX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1582 Bill Barrett Corp (BBG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2762 Firstmerit Corporation (FMER)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Haynes Intl Inc (HAYN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4LSB Industries (LXU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51502 Old Natl Bancorp Ind (ONB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Powell Ind Inc (POWL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Rofin-Sinar Tech inc Old (RSTI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81314 Rollins Inc (ROL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9SM Energy Company (SM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10998 Sykes Enterprises Inc (SYKE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11West Pharmaceutical Svcs Inc (WST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Woodward Inc Com (WWD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13634 Hillrom Holdings
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142388 Harmonic Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15653 Investors Bancorp, Inc (ISBC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Northfield Bancorp (NFBK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17870 Boston Private Financial
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Children's PLC Retail
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Cleco Corp Hldg
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20260 Euronet Worldwide
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Finish Line Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Helen of Troy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23370 Innophos Hldgs Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24960 Microsemi Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25390 Post Properties Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26320 Regal Beloit Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27370 Silgan Hldgs Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28WINNEBAGO IND IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ATECO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30AMN HEALTHCARE SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ARCTIC CAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32BARNES GROUP INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CLARCOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CORPORATE OFFICES PPTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CROCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DEALERTRACK TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ENTEGRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EVERBANK FINACIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39HERSHA HOSPITALITY TR CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40HORIZON PHARMA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ITRON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42KITE RLTY GROUP TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MEDASSETS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PERNIX THERAPEUTICS HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PHARMERICA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PTC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47REXFORD INDL REALTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SAGENT PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SANCHEZ ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SCIQUEST INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SUPERNUS PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52TIME INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53TRINITY BIOTECH PLC NEW
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012357
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt090195
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt018280
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0120832
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0120832
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt090195
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0117600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0117600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012357
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012357
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20443
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0554377
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt018280
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt018280
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt090195
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt099964
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt019768
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019768
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0118700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020868
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0141275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0120832
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0120832
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020868
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12010-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt047485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1416697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt177891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt177891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt055157
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1494588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt090195
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt07672
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20443
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01502973
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01523416
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01502973
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068076
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt068076
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt068076
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt069076
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01000
IRS990PF/DistributableAmountGrp/TotalTaxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01251
IRS990PF/FMVAssetsEOYAmt01618864
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0217833
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt077478
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt077478
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0905798
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0873785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0989676
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0410500
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0234000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0410500
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0410500
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0165785
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0141210
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0141210
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt01523416
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt01502973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01523416
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01502973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01618864
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01523416
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01502973
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01523416
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01502973
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01402566
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0375952
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01026614
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt021038
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt069076
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01381528
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01402566
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MONICA GIVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARON GIVEN ESQUIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FREDERICK C SEIDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Brittany Given
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SEC TREAS/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President/Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Sec Treas/Direc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02412 Clark Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18004 19TH AVE DR WEST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22412 CLARK AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31525 56th South
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Bradenton
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BRADENTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BRADENTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Gulfport
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd234207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333707
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt098665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt099665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0114940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0107383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt064659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0108513
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0179749
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.07142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.07838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.11386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01381528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01466500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01870388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01573531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01635656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01578672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0118700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.35708
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0117700
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0118700
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0118700
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08004 19th Ave Dr W
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Bradenton
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034209
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Baron Given
IRS990PF/StatementsRegardingActyGrp/PhoneNum09417927088
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OPERATION AND MAINTENANCE OF AN ORPHANAGE IN COLIMA, MEXICO. THE FOUNDATION IS THE PRINCIPAL SOURCE OF THE OPERATING FUND FOR THE ORPHANAGE WHICH HOUSES APPROXIMATELY 90 CHILDREN.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0117600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0117600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATION AND MAINTENANCE OF ORPHANAGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0Colima
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0Colima Mexico
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0MX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd028030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ProvinceOrStateNm0Colima
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CASA SAN JOSEHUERFANOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,502,973
Liabilities
$0
Net assets
$1,502,973
Revenue
$120,832
Expenses
$141,275
Net income
-$20,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.04$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.06$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.06$0.30$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.26$0.31$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.17$0.09$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08$0.11$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.18$0.10$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.12$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.09$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.12$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.14$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.13
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.11