Civic Intelligence

Robert and Ruth Walker Charitable Foundation

990PF • Fiscal year 2023 • EIN 27-3081260

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
136 Lakeshore Drive Suite 811North Palm Beach, FL 33408-3663

(561) 371-8440

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

51st percentile

2.7%

Faster asset growth than 51% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-93%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,641,366

Up $43,891 (+2.7%) from 2022

Net Assets

Up

$1,641,366

Up $43,891 (+2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin93rd percentile

Revenue

Down

$63,223

Down $819,498 (-93%) from 2022

Expenses

Down

$19,332

Down $478,311 (-96%) from 2022

Net Income

Down

$43,891

Down $341,187 (-89%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $1,800,388Liabilities 2013: $0Net Assets 2013: $1,800,3882013Assets 2014: $1,857,738Liabilities 2014: $0Net Assets 2014: $1,857,7382014Assets 2015: $1,716,356Liabilities 2015: $0Net Assets 2015: $1,716,3562015Assets 2016: $1,611,360Liabilities 2016: $0Net Assets 2016: $1,611,3602016Assets 2017: $1,529,522Liabilities 2017: $0Net Assets 2017: $1,529,5222017Assets 2018: $1,428,485Liabilities 2018: $0Net Assets 2018: $1,428,4852018Assets 2019: $1,308,120Liabilities 2019: $0Net Assets 2019: $1,308,1202019Assets 2020: $1,311,932Liabilities 2020: $40,000Net Assets 2020: $1,271,9322020Assets 2021: $1,252,397Liabilities 2021: $40,000Net Assets 2021: $1,212,3972021Assets 2022: $1,597,475Liabilities 2022: $0Net Assets 2022: $1,597,4752022Assets 2023: $1,641,366Liabilities 2023: $0Net Assets 2023: $1,641,3662023Assets 2024: $1,679,031Liabilities 2024: $0Net Assets 2024: $1,679,0312024

Highlighted filing

2023

Assets$1,641,366
Liabilities$0
Net Assets$1,641,366
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KRevenue 2013: $130,840Expenses 2013: $133,375Net Income 2013: -$2,5352013Revenue 2014: $253,372Expenses 2014: $196,647Net Income 2014: $56,7252014Revenue 2015: $33,215Expenses 2015: $174,595Net Income 2015: -$141,3802015Revenue 2016: $47,830Expenses 2016: $152,827Net Income 2016: -$104,9972016Revenue 2017: $72,760Expenses 2017: $154,519Net Income 2017: -$81,7592017Revenue 2018: $70,503Expenses 2018: $171,540Net Income 2018: -$101,0372018Revenue 2019: $47,854Expenses 2019: $168,219Net Income 2019: -$120,3652019Revenue 2020: $126,803Expenses 2020: $162,991Net Income 2020: -$36,1882020Revenue 2021: $40,375Expenses 2021: $99,910Net Income 2021: -$59,5352021Revenue 2022: $882,721Expenses 2022: $497,643Net Income 2022: $385,0782022Revenue 2023: $63,223Expenses 2023: $19,332Net Income 2023: $43,8912023Revenue 2024: $86,894Expenses 2024: $49,229Net Income 2024: $37,6652024

Highlighted filing

2023

Revenue$63,223
Expenses$19,332
Net Income$43,891
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN DACORTEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Ruth Walker
EIN
27-3081260
Phone
5613718440
Address
136 LAKESHORE DRIVE SUITE 811, NORTH PALM BEACH, FL 33408-3663

Signing Officer

Name
Susan Dacorte
Title
Director
Phone
5613718440
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Bghn Associates Pc
Address
1845 51ST ST NE, CEDAR RAPIDS, IA 52402
Preparer
Tylor Newhouse
Phone
3193668400
Raw XML Appendix269 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/Amt01450
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01450
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MUTUAL FUNDS - FIXED - SEE DETAIL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0567086
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0565130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0325030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0368666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS - EQUITY - SEE DETAIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt012739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19744
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FDS - COMMODITIES -SEE DETAIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1REIT - SEE DETAIL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09552
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt016912
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-5048
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt051359
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-11803
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt051420
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt051420
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016912
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016912
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt043891
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt081373
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt051359
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt051359
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5048
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt050389
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-11803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt013159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04422
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04422
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017882
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt068271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt063223
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017882
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019332
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0301
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt041126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt145295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-2407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-2407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt038485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANK IOWA ST COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BANK IOWA LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5048
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt043891
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01641366
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01597475
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01641366
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt078854
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt078854
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt078854
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt079554
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0700
IRS990PF/DistributableAmountGrp/TotalTaxAmt0700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0337
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0337
IRS990PF/FMVAssetsEOYAmt01679835
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01128121
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0726767
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0726767
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0272803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0567086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0565130
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0178145
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0325030
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0368666
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt018406
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt022483
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt019272
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01597475
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01641366
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01597475
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01641366
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01679835
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01597475
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01641366
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01597475
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01641366
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01615319
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01020212
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0595107
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024230
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt079554
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01591089
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01615319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN DACORTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0136 LAKESHORE DRIVE 811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NORTH PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033408
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01450
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01450
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0SUSAN DACORTE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0136 LAKESHORE DRIVE 811
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTH PALM BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033408
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05613718440
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01450
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt078854
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt077404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0293868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt077404
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0222360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0222360
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01450
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0222360
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0299764
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROPERTY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SECURITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MAINTENANCE & SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MEETINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9SBA PAYMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01637
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11374
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21360
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt35643
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41234
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5254
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6583
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt71074
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01637
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11374
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21360
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt35643
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41234
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5254
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6583
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71074
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04422
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04422
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN DACORTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05613718440
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT AND RUTH WALKER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0273081260
ReturnHeader/Filer/PhoneNum05613718440
ReturnHeader/Filer/USAddress/AddressLine1Txt0136 LAKESHORE DRIVE SUITE 811
ReturnHeader/Filer/USAddress/CityNm0NORTH PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334083663
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421508032
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BGHN ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01845 51ST ST NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052402
ReturnHeader/PreparerPersonGrp/PhoneNum03193668400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TYLOR NEWHOUSE
ReturnHeader/ReturnTs02024-05-14T11:36:49-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DACORTE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,641,366
Liabilities
$0
Net assets
$1,641,366
Revenue
$63,223
Expenses
$19,332
Net income
$43,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.09$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.06$0.02$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.88$0.50$0.39
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.04$1.21$0.04$0.10$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.04$1.27$0.13$0.16$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.17$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.07$0.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.07$0.15$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.05$0.15$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.03$0.17$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.25$0.20$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.13$0.13$0.00