Civic Intelligence

Oakstone Foundation Inc.

990PF • Fiscal year 2011 • EIN 27-1568754

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 15, 2012

PO Box 69204932869
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

33rd percentile

-3.0%

Faster asset growth than 33% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$1,963,298

Down $60,612 (-3.0%) from 2010

Net Assets

Down

$1,963,298

Down $60,612 (-3.0%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$151,609

Up $135,715 (+854%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,023,910Liabilities 2010: $0Net Assets 2010: $2,023,9102010Assets 2011: $1,963,298Liabilities 2011: $0Net Assets 2011: $1,963,2982011Assets 2012: $1,950,279Liabilities 2012: $0Net Assets 2012: $1,950,2792012Assets 2013: $1,927,118Liabilities 2013: $0Net Assets 2013: $1,927,1182013Assets 2014: $1,974,591Liabilities 2014: $0Net Assets 2014: $1,974,5912014Assets 2015: $1,800,490Liabilities 2015: $0Net Assets 2015: $1,800,4902015Assets 2016: $1,731,335Liabilities 2016: $0Net Assets 2016: $1,731,3352016Assets 2017: $1,676,092Liabilities 2017: $0Net Assets 2017: $1,676,0922017Assets 2018: $1,776,720Liabilities 2018: $0Net Assets 2018: $1,776,7202018Assets 2019: $1,762,924Liabilities 2019: $0Net Assets 2019: $1,762,9242019Assets 2020: $1,742,210Liabilities 2020: $0Net Assets 2020: $1,742,2102020Assets 2021: $2,093,655Liabilities 2021: $0Net Assets 2021: $2,093,6552021Assets 2022: $1,907,888Liabilities 2022: $0Net Assets 2022: $1,907,8882022Assets 2023: $1,847,766Liabilities 2023: $0Net Assets 2023: $1,847,7662023Assets 2024: $1,821,328Liabilities 2024: $0Net Assets 2024: $1,821,3282024

Highlighted filing

2011

Assets$1,963,298
Liabilities$0
Net Assets$1,963,298

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $15,8942010Expenses 2011: $151,6092011Expenses 2012: $103,0692012Revenue 2013: $116,531Expenses 2013: $139,692Net Income 2013: -$23,1612013Revenue 2014: $185,765Expenses 2014: $138,292Net Income 2014: $47,4732014Revenue 2015: -$37,966Expenses 2015: $136,135Net Income 2015: -$174,1012015Revenue 2016: $74,741Expenses 2016: $143,896Net Income 2016: -$69,1552016Revenue 2017: $77,914Expenses 2017: $133,157Net Income 2017: -$55,2432017Revenue 2018: $205,905Expenses 2018: $105,277Net Income 2018: $100,6282018Revenue 2019: $109,939Expenses 2019: $123,735Net Income 2019: -$13,7962019Revenue 2020: $92,924Expenses 2020: $113,638Net Income 2020: -$20,7142020Revenue 2021: $476,144Expenses 2021: $124,699Net Income 2021: $351,4452021Revenue 2022: -$49,425Expenses 2022: $136,342Net Income 2022: -$185,7672022Revenue 2023: $58,351Expenses 2023: $118,473Net Income 2023: -$60,1222023Revenue 2024: $93,736Expenses 2024: $120,174Net Income 2024: -$26,4382024

Highlighted filing

2011

Revenue-
Expenses$151,609
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A STEELEPresident-$0--
MAYNARD GOFFVice President-$0--
ROBERT L KOLLERTreasurer-$0--
LUKE S WIDMERSecretary-$0--
JENICA S TIMMESDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY FOUNDATIONThe Community Foundation of Central Florida is a public grantmaking foundation that serves as a trusted philanthropic home for nearly 400 charitable funds established by generous individuals, families and corporations.501(C)(3)ORLANDO, FL, US$130,000
Filing and Contact Details

Filer

EIN
27-1568754
Raw XML Appendix340 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/AccountingFees/Amount03620
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome03620
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0197792
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0182943
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0HIGH YIELD BONDS
InvestmentsOtherSchedule2/InvestmentsOther/BookValue01758233
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0SECURITIES INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV01739113
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount055478
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode001
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount035519
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode001
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount090997
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA090997
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm03620
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss03620
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm035519
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0130000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0130000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm055478
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss055478
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-60612
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0484200
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm061
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss061
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss035519
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome069388
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm017873
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss017873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0130000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm021609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0151609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome090997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses090997
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm021609
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss021609
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY01
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0158264
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0197792
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0182943
IRS990PF/BalanceSheets/InvestmentsOtherBOY01730485
IRS990PF/BalanceSheets/InvestmentsOtherEOY01758233
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01739113
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY02023910
IRS990PF/BalanceSheets/RetainedEarningsEOY01963298
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0135160
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY07273
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV07273
IRS990PF/BalanceSheets/TotalAssetsBOY02023910
IRS990PF/BalanceSheets/TotalAssetsEOY01963298
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01929329
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02023910
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01963298
IRS990PF/BalanceSheets/TotalNetAssetsBOY02023910
IRS990PF/BalanceSheets/TotalNetAssetsEOY01963298
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome035519
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0448681
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-8295
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss143814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-8295
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses143814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0440386
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice143814
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-60612
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01963298
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02023910
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01963298
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0103394
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0103394
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0103394
IRS990PF/DistributableAmount/MinimumInvestmentReturn0104088
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0694
IRS990PF/DistributableAmount/TotalTax0694
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01064
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01758
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0694
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01064
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0694
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0694
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01758
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01929329
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02113461
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02113461
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable031702
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0104088
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02081759
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02113461
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition32.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition42.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM A STEELE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MAYNARD GOFF
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2ROBERT L KOLLER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3LUKE S WIDMER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JENICA S TIMMES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine108738 LAKE TIBET COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine118738 LAKE TIBET COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12206 SOUTH IOWA AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine138738 LAKE TIBET COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine148738 LAKE TIBET COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0ORLANDO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1ORLANDO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2WASHINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3ORLANDO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4ORLANDO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode032836
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode132836
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode252353
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode332836
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode432836
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0709
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets015
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.000007
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.000014
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.0
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02081759
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101990155
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20656667
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0694
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0130000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1028
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear200
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.000014
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0129306
IRS990PF/QualifyingDistributions/ExpensesAndContributions0130000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0694
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0130000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LUKE WIDMER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04079096220
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 692049
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ORLANDO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode032869
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/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
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/PayCompensationToDsqflyPerson01
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/AppicationSubmissionInfo/FormAndInfoAndMaterials0WILLIAM 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 DETERMINING 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/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0KERI WIDMER
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber04079096220
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 692049
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0ORLANDO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0328692049
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0SEE REQUIREMENTS ON APPLICATION FORM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 1 AND OCTOBER 1
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0130000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0The Community Foundation of Central Florida is a public grantmaking foundation that serves as a trusted philanthropic home for nearly 400 charitable funds established by generous individuals, families and corporations.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101411 EDGEWATER DRIVE STE 203
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ORLANDO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode032804
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0130000
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/AppliedToCurrentYear030734
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1099266
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0103394
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0130000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY072660
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear099266
LegalFeesSchedule/LegalFees/Amount061
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome061
OtherExpensesSchedule/OtherExpenses/Description0BANK CHARGES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome055
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks055
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount017873
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0WEALTH MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome017873
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0271568754
ReturnHeader/Filer/Name/BusinessNameLine10OAKSTONE FOUNDATION INC
ReturnHeader/Filer/NameControl0OAKS
ReturnHeader/Filer/Phone04079096220
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 692049
ReturnHeader/Filer/USAddress/City0ORLANDO
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode032869
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-03-15
ReturnHeader/Officer/Name0MAYNARD GOFF
ReturnHeader/Officer/Phone04079096220
ReturnHeader/Officer/Title0VICE PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-03-15
ReturnHeader/PreparerFirm/EIN0421512528
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10KOLLER & COMPANY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10206 SOUTH IOWA AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WASHINGTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0523531736
ReturnHeader/Preparer/Name0ROBERT L KOLLER CPA
ReturnHeader/Preparer/Phone03196536561
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-30T09:45:41-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.09$0.12$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.06$0.12$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.05$0.14$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.48$0.12$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.09$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.11$0.12$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.21$0.11$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.08$0.13$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.07$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.04$0.14$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.19$0.14$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.12$0.14$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.02