Civic Intelligence

Durfee Family Foundation

990PF • Fiscal year 2012 • EIN 26-3885220

Jan 01, 2012 to Dec 31, 2012 • Filed on Sep 06, 2013

Organization Profile
8250 Private Lane22003
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

89th percentile

33%

Faster asset growth than 89% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$736,873

Up $181,728 (+33%) from 2011

Net Assets

Up

$736,873

Up $181,728 (+33%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$75,678

Up $29,743 (+65%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $481,415Liabilities 2010: $0Net Assets 2010: $481,4152010Assets 2011: $555,145Liabilities 2011: $0Net Assets 2011: $555,1452011Assets 2012: $736,873Liabilities 2012: $0Net Assets 2012: $736,8732012Assets 2013: $939,199Liabilities 2013: $0Net Assets 2013: $939,1992013Assets 2014: $1,122,891Liabilities 2014: $0Net Assets 2014: $1,122,8912014Assets 2015: $1,216,637Liabilities 2015: $0Net Assets 2015: $1,216,6372015Assets 2016: $1,294,751Liabilities 2016: $0Net Assets 2016: $1,294,7512016Assets 2017: $1,405,359Liabilities 2017: $0Net Assets 2017: $1,405,3592017Assets 2018: $1,360,258Liabilities 2018: $0Net Assets 2018: $1,360,2582018Assets 2019: $1,486,532Liabilities 2019: $0Net Assets 2019: $1,486,5322019Assets 2020: $1,409,944Liabilities 2020: $0Net Assets 2020: $1,409,9442020Assets 2021: $1,422,791Liabilities 2021: $0Net Assets 2021: $1,422,7912021Assets 2022: $1,373,222Liabilities 2022: $25Net Assets 2022: $1,373,1972022Assets 2023: $1,849,688Liabilities 2023: $0Net Assets 2023: $1,849,6882023Assets 2024: $2,162,742Liabilities 2024: $0Net Assets 2024: $2,162,7422024

Highlighted filing

2012

Assets$736,873
Liabilities$0
Net Assets$736,873
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $33,2952010Expenses 2011: $45,9352011Expenses 2012: $75,6782012Revenue 2013: $282,697Expenses 2013: $80,371Net Income 2013: $202,3262013Revenue 2014: $275,115Expenses 2014: $91,423Net Income 2014: $183,6922014Revenue 2015: $191,909Expenses 2015: $98,163Net Income 2015: $93,7462015Revenue 2016: $195,525Expenses 2016: $117,411Net Income 2016: $78,1142016Revenue 2017: $241,173Expenses 2017: $130,470Net Income 2017: $110,7032017Revenue 2018: $93,102Expenses 2018: $138,203Net Income 2018: -$45,1012018Revenue 2019: $267,639Expenses 2019: $141,365Net Income 2019: $126,2742019Revenue 2020: $74,590Expenses 2020: $151,178Net Income 2020: -$76,5882020Revenue 2021: $185,182Expenses 2021: $172,335Net Income 2021: $12,8472021Revenue 2022: $105,294Expenses 2022: $154,888Net Income 2022: -$49,5942022Revenue 2023: $662,825Expenses 2023: $186,334Net Income 2023: $476,4912023Revenue 2024: $558,840Expenses 2024: $245,786Net Income 2024: $313,0542024

Highlighted filing

2012

Revenue-
Expenses$75,678
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Sep 6, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEAN H DURFEEPresident-$0--
ROBERT L DURFEETreasurer-$0--
SHELLEY A DURFEEDirector-$0--
JOHN K DURFEEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE MEDICAL FOUNDATION OF NORTH CAROLINATO FURTHER CHARITABLE CAUSE-CHAPEL HILL, NC, US$50,000
Paid GrantPLANNED PARENTHOOD GREATER MEMPHIS REGIONTO FURTHER CHARITABLE CAUSE-MEMPHIS, TN, US$10,000
Paid GrantWORLD PEDIATRIC PROJECTTO FURTHER CHARITABLE CAUSE-RICHMOND, VA, US$3,000
Paid GrantA STEP AHEAD FOUNDATIONTO FURTHER CHARITABLE CAUSE-MEMPHIS, TN, US$3,000
Filing and Contact Details

Filer

EIN
26-3885220
Raw XML AppendixShowing 400 of 406 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
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0681149
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01016987
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0PNC SECURITY ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOther/BookValue042157
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0PNC SECURITY ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV042157
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount021728
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0287
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount022015
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA022015
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0287
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps066000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss066000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0235391
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm021728
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss021728
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0181728
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice029442
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0287
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome014634
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss01826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm07381
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss07381
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0471
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps066000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm07381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss075678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome022015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0257406
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm07381
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09678
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY06802
IRS990PF/BalanceSheets/CashEOY013567
IRS990PF/BalanceSheets/CashEOYFMV013567
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0514974
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0681149
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01016987
IRS990PF/BalanceSheets/InvestmentsOtherBOY033369
IRS990PF/BalanceSheets/InvestmentsOtherEOY042157
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV042157
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0555145
IRS990PF/BalanceSheets/RetainedEarningsEOY0736873
IRS990PF/BalanceSheets/TotalAssetsBOY0555145
IRS990PF/BalanceSheets/TotalAssetsEOY0736873
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01072711
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0555145
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0736873
IRS990PF/BalanceSheets/TotalNetAssetsBOY0555145
IRS990PF/BalanceSheets/TotalNetAssetsEOY0736873
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0287
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis08896
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis110683
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis216
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis343
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis49517
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-08-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-08-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-01-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42009-08-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-04-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-07-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-05-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-02-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-07-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0600 SH CSX CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1250 SH JP MORGAN CHASE
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2.5 SH PHILLIPS 66
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3.992SH SOUTHERN COPPER CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4200 SH URS CORP NEW
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss04520
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-1673
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss4-2549
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses04520
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-1673
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses4-2549
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice013416
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice19010
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice216
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice332
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice46968
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0181728
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0736873
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0555145
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0736873
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted042489
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj042489
IRS990PF/DistributableAmount/DistributableAmountBeforeDed042489
IRS990PF/DistributableAmount/MinimumInvestmentReturn042635
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0146
IRS990PF/DistributableAmount/TotalTax0146
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0146
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0146
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0146
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension0146
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0146
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01072711
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0865675
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances015222
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0850453
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable012985
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn042635
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0852690
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0865675
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JEAN H DURFEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROBERT L DURFEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SHELLEY A DURFEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JOHN K DURFEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine108250 PRIVATE LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine118250 PRIVATE LANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122006 COWDEN AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13139 HIGHLAND AVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0ANNANDALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ANNANDALE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MEMPHIS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3WEST NEWTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2TN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode022003
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode122003
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode238104
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode302465
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct034019
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets033873
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.039725
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.054736
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.030105
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.034335
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0852690
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10685636
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20498255
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30322036
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0146
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions066000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1037529
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2015000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3011057
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.119176
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions065854
IRS990PF/QualifyingDistributions/ExpensesAndContributions066000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0146
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions066000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ROBERT DURFEE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07039785102
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine108250 PRIVATE LANE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ANNANDALE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0VA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode022003
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0VA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0JEAN H DURFEE
IRS990PF/SupplementaryInformation/ContributingManager1ROBERT L DURFEE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount150000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount23000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount33000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO FURTHER CHARITABLE CAUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO FURTHER CHARITABLE CAUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2TO FURTHER CHARITABLE CAUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO FURTHER CHARITABLE CAUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10PLANNED PARENTHOOD GREATER MEMPHIS REGION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11THE MEDICAL FOUNDATION OF NORTH CAROLINA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12WORLD PEDIATRIC PROJECT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13A STEP AHEAD FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine102430 POPLAR AVENUE SUITE 100
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11880 MARTIN LUTHER KING JR BOULEVARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine127201 GLEN FOREST DRIVE SUITE 300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 41601 MEMPHIS TN 38174
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0MEMPHIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CHAPEL HILL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2RICHMOND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3MEMPHIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3TN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode038112
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1275142600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode223226
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode338174
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear066000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear042489
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1020189
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted042489
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear03322
IRS990PF/UndistributedIncome/ExcessFromCurrentYear03322
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions066000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus03322
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus03322
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear020189
IRS990ScheduleB/ContributorInfo/AggregateContributions044854
IRS990ScheduleB/ContributorInfo/AggregateContributions140000
IRS990ScheduleB/ContributorInfo/AggregateContributions225905
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine108250 PRIVATE LANE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11139 HIGHLAND AVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine128250 PRIVATE LANE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0ANNANDALE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1WEST NEWTON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2ANNANDALE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0VA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1MA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2VA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0220034470
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode102465
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode2220034470
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0ROBERT L AND JEAN H DURFEE
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1JOHN DURFEE AND PREETI PATEL
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual2ROBERT L AND JEAN H DURFEE
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/ContributorNumber23
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/NoncashContributionType1X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI13
IRS990ScheduleB/NoncashProperty/DateReceived02012-11-28
IRS990ScheduleB/NoncashProperty/DateReceived12012-11-28
IRS990ScheduleB/NoncashProperty/FairMarketValue091560
IRS990ScheduleB/NoncashProperty/FairMarketValue1103770
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription06,000 SHARES COMMON STOCK OF CHINA UNICOM (HONG KONG)
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription11,000 SHARES OF COMMON STOCK OF CHINA PETROLEUM AND CHEMICAL CORP
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherExpensesSchedule/OtherExpenses/Description0SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description1STATE CORP COMMISSION FEES
OtherExpensesSchedule/OtherExpenses/Description2ACCOUNTING
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks125
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks21800
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount07381
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome07381
TaxesSchedule/Taxes/Amount0471
TaxesSchedule/Taxes/Category0TAXES-2011
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0263885220
ReturnHeader/Filer/Name/BusinessNameLine10DURFEE FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0DURF
ReturnHeader/Filer/Phone07039785102
ReturnHeader/Filer/USAddress/AddressLine108250 PRIVATE LANE
ReturnHeader/Filer/USAddress/City0ANNANDALE
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode022003
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-09-06
ReturnHeader/Officer/Name0ROBERT DURFEE
ReturnHeader/Officer/Phone07039785102
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0521933453
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HEIMLANTZ PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101775 JAMIESON AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ALEXANDRIA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0VA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0223145742
ReturnHeader/Preparer/Name0PAUL B ABBOU CPA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$736,873
Liabilities
$0
Net assets
$736,873
Revenue
-
Expenses
$75,678
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.56$0.25$0.31
2023Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.66$0.19$0.48
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.11$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.19$0.17$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.07$0.15$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.27$0.14$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.09$0.14$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.24$0.13$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.20$0.12$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.19$0.10$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.28$0.09$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.28$0.08$0.20
2012Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.08
2011Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.03