Civic Intelligence

William a Steele Foundation Inc.

990PF • Fiscal year 2017 • EIN 27-1568628

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

Organization Profile
PO Box 1655Windermere, FL 34786

(319) 653-6561

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

93rd percentile

65%

Higher net margin than 93% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

5.9%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$2,282,900

Up $313,521 (+16%) from 2016

Net Assets

Up

$2,282,900

Up $313,521 (+16%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin93rd percentile

Revenue

Up

$485,816

Up $26,946 (+5.9%) from 2016

Expenses

Up

$172,295

Up $140,306 (+439%) from 2016

Net Income

Down

$313,521

Down $113,360 (-27%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $345,561Liabilities 2010: $0Net Assets 2010: $345,5612010Assets 2011: $402,201Liabilities 2011: $0Net Assets 2011: $402,2012011Assets 2012: $755,811Liabilities 2012: $0Net Assets 2012: $755,8112012Assets 2013: $1,057,390Liabilities 2013: $0Net Assets 2013: $1,057,3902013Assets 2014: $1,352,516Liabilities 2014: $0Net Assets 2014: $1,352,5162014Assets 2015: $1,542,498Liabilities 2015: $0Net Assets 2015: $1,542,4982015Assets 2016: $1,969,379Liabilities 2016: $0Net Assets 2016: $1,969,3792016Assets 2017: $2,282,900Liabilities 2017: $0Net Assets 2017: $2,282,9002017Assets 2018: $2,616,251Liabilities 2018: $0Net Assets 2018: $2,616,2512018Assets 2019: $3,002,303Liabilities 2019: $0Net Assets 2019: $3,002,3032019Assets 2020: $3,324,441Liabilities 2020: $0Net Assets 2020: $3,324,4412020Assets 2021: $3,889,940Liabilities 2021: $0Net Assets 2021: $3,889,9402021Assets 2022: $4,527,342Liabilities 2022: $0Net Assets 2022: $4,527,3422022Assets 2023: $4,999,574Liabilities 2023: $0Net Assets 2023: $4,999,5742023Assets 2024: $5,489,616Liabilities 2024: $0Net Assets 2024: $5,489,6162024

Highlighted filing

2017

Assets$2,282,900
Liabilities$0
Net Assets$2,282,900
Open 2017 Filing

Operations Trend

Revenue Growth52nd percentile

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

$800K$600K$400K$200K$0Expenses 2010: $7302010Expenses 2011: $300,1392011Expenses 2012: $17,6872012Revenue 2013: $417,303Expenses 2013: $115,724Net Income 2013: $301,5792013Revenue 2014: $434,614Expenses 2014: $139,488Net Income 2014: $295,1262014Revenue 2015: $338,214Expenses 2015: $148,232Net Income 2015: $189,9822015Revenue 2016: $458,870Expenses 2016: $31,989Net Income 2016: $426,8812016Revenue 2017: $485,816Expenses 2017: $172,295Net Income 2017: $313,5212017Revenue 2018: $535,028Expenses 2018: $201,677Net Income 2018: $333,3512018Revenue 2019: $605,806Expenses 2019: $219,754Net Income 2019: $386,0522019Revenue 2020: $534,286Expenses 2020: $212,148Net Income 2020: $322,1382020Revenue 2021: $666,678Expenses 2021: $101,179Net Income 2021: $565,4992021Revenue 2022: $761,274Expenses 2022: $123,872Net Income 2022: $637,4022022Revenue 2023: $666,599Expenses 2023: $195,211Net Income 2023: $471,3882023Revenue 2024: $758,352Expenses 2024: $268,955Net Income 2024: $489,3972024

Highlighted filing

2017

Revenue$485,816
Expenses$172,295
Net Income$313,521
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MAYNARD GOFFDirector, Vice President-$0--
ROBERT L KOLLERDirector, Treasurer-$0--
LUKE S WIDMERDirector, President-$0--
RICHARD WIDMERDirector-$0--
CHRISTOPHER C WIDMERDirector, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
William a Steele Foundation Inc
EIN
27-1568628
Phone
3196536561
Address
PO BOX 1655, WINDERMERE, FL 34786

Signing Officer

Name
Luke Widmer
Title
President
Phone
3196536561
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Kollerplus LLC
Address
206 SOUTH IOWA AVE, WASHINGTON, IA 52353-1736
Preparer
Robert L Koller CPA
Phone
3196536561
Raw XML Appendix395 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.

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CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0$25531 TOTAL PAID TO AMERICAN MANAGEMENT SPECIALISTS, LLC OF WHICH $10080 IS COMPENSATION TO WIDMER FOR DUTIES PROVIDED AS PRESIDENT AND DIRECTOR AND $15451 FOR INVESTMENT ADVISORY SERVICES. ALL SERVICES PROVIDED THROUGH AMERICAN MANAGEMENT SPECIALISTS, LLC IN WHICH WIDMER IS THE SOLE OWNER.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MAYNARD GOFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT L KOLLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LUKE S WIDMER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0397501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0142857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.344237
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0142541
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0142857
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0316
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0142857
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1655
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ORLANDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032869
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SOCHEATA SHIBLEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03196536561
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WILLIAM A STEELE FOUNDATION GRANT APPLICATION FORM. ATTACH MISSION STATEMENT WITH AN OVERVIEW OF ORGANIZATION'S PROGRAMS, A DESCRIPTION OF THE PROJECT SEEKING FUNDING FOR, LISTING OF PRINCIPAL STAFF, LISTING OF OTHER FUNDING SOURCES, LISTING OF ORGANIZATION'S BOARD MEMBERS, COPY OF IRS LETTER DETERMING 501(C)(3) STATUS, A STATEMENT SIGNED BY THE ORGANIZATION THAT YOUR STATUS AS SECTION 501 (C)(3) HAS NOT BEEN REVOKED OR MODIFIED AND THE ORGANIZATION'S LATEST ANNUAL IRS FORM 990 AND AUDIT IF SUCH AUDITS ARE MADE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SOCHEATA SHIBLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03196536561
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1655
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINDERMERE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034786
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE REQUIREMENTS ON APPLICATION FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 1 AND OCTOBER 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1122857
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE SUPPORT FOR THE INDEPENDENCE AND HEALTH OF OLDER ADULTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROVIDE SUPPORT FOR CRUCIAL LIFE SAVING SERVICES IN CENTRAL FLORIDA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WESLEY RETIREMENT SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ORLANDO HEALTH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01015 S IOWA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13160 SOUTHGATE COMMERCE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052353
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132806
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0142857
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0102849
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0102849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053537
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt061627
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060927
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0216099
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt040008
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053537
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt061627
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060927
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0142857
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt040008
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0216099
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0176091
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WILLIAM A STEELE GRANTOR CHARITABLE LEAD ANNUITY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06636 BITTERSWEET LN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ORLANDO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032819
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0424762
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01600
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01600
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024939
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WEALTH MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024939
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0WILLIAM A STEELE GRANTOR CHARITABLE LEAD ANNUITY TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt06636 BITTERSWEET LN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0ORLANDO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd032819
TaxesSchedule/TaxesDetail/Amt0407
TaxesSchedule/TaxesDetail/Amt11016
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX EXPENSE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0407
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11016
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LUKE WIDMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03196536561
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM A STEELE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0271568628
ReturnHeader/Filer/PhoneNum03196536561
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1655
ReturnHeader/Filer/USAddress/CityNm0WINDERMERE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034786
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04883E43E01530D16830E08F46367AE93FFBC1408
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId010BD1675AE4CD376FB170DF687D2DE9E8857E6AA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.102.213.188
ReturnHeader/FilingSecurityInformation/IPDt02018-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:41:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421436962
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOLLERPLUS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0206 SOUTH IOWA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0523531736
ReturnHeader/PreparerPersonGrp/PhoneNum03196536561
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L KOLLER CPA
ReturnHeader/ReturnTs02018-05-08T08:14:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,282,900
Liabilities
$0
Net assets
$2,282,900
Revenue
$485,816
Expenses
$172,295
Net income
$313,521
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.76$0.27$0.49
2023Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.67$0.20$0.47
2022Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.76$0.12$0.64
2021Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.67$0.10$0.57
2020Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.53$0.21$0.32
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.61$0.22$0.39
2018Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.54$0.20$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.49$0.17$0.31
2016Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.46$0.03$0.43
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.34$0.15$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.43$0.14$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.42$0.12$0.30
2012Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.02
2011Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.30
2010Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.00