Civic Intelligence

Joy a Cunningham Charitable Foundation Co Sonya Kristie - Caldwell Trust

990PF • Fiscal year 2018 • EIN 27-6339297

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 25, 2019

Organization Profile
1561 Main StreetSarasota, FL 34236

(941) 926-9336

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-722%

Higher net margin than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

22nd percentile

-16%

Faster asset growth than 22% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$391,590

Down $75,594 (-16%) from 2017

Net Assets

Down

$391,257

Down $75,517 (-16%) from 2017

Liabilities

Down

$333

Down $77 (-19%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin2nd percentile

Revenue

Up

$10,461

Up $1,622 (+18%) from 2017

Expenses

Up

$85,978

Up $30,851 (+56%) from 2017

Net Income

Down

-$75,517

Down $29,229 (-63%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $638,469Liabilities 2011: $332Net Assets 2011: $638,1372011Assets 2012: $645,821Liabilities 2012: $349Net Assets 2012: $645,4722012Assets 2013: $586,511Liabilities 2013: $359Net Assets 2013: $586,1522013Assets 2014: $604,049Liabilities 2014: $368Net Assets 2014: $603,6812014Assets 2015: $561,480Liabilities 2015: $327Net Assets 2015: $561,1532015Assets 2016: $676,533Liabilities 2016: $163,471Net Assets 2016: $513,0622016Assets 2017: $467,184Liabilities 2017: $410Net Assets 2017: $466,7742017Assets 2018: $391,590Liabilities 2018: $333Net Assets 2018: $391,2572018Assets 2019: $366,903Liabilities 2019: $390Net Assets 2019: $366,5132019Assets 2020: $325,859Liabilities 2020: $0Net Assets 2020: $325,8592020Assets 2021: $310,690Liabilities 2021: $1Net Assets 2021: $310,6892021Assets 2022: $276,073Liabilities 2022: $0Net Assets 2022: $276,0732022Assets 2023: $233,080Liabilities 2023: $0Net Assets 2023: $233,0802023Assets 2024: $239,441Liabilities 2024: $0Net Assets 2024: $239,4412024

Highlighted filing

2018

Assets$391,590
Liabilities$333
Net Assets$391,257
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $39,3502011Expenses 2012: $52,1822012Revenue 2013: $19,249Expenses 2013: $78,763Net Income 2013: -$59,5142013Revenue 2014: $40,869Expenses 2014: $23,345Net Income 2014: $17,5242014Revenue 2015: $14,883Expenses 2015: $57,411Net Income 2015: -$42,5282015Revenue 2016: $8,106Expenses 2016: $56,197Net Income 2016: -$48,0912016Revenue 2017: $8,839Expenses 2017: $55,127Net Income 2017: -$46,2882017Revenue 2018: $10,461Expenses 2018: $85,978Net Income 2018: -$75,5172018Revenue 2019: $21,967Expenses 2019: $46,711Net Income 2019: -$24,7442019Revenue 2020: $10,314Expenses 2020: $45,251Net Income 2020: -$34,9372020Revenue 2021: $40,077Expenses 2021: $48,672Net Income 2021: -$8,5952021Revenue 2022: $24,753Expenses 2022: $53,224Net Income 2022: -$28,4712022Revenue 2023: $17,268Expenses 2023: $56,036Net Income 2023: -$38,7682023Revenue 2024: $58,970Expenses 2024: $48,497Net Income 2024: $10,4732024

Highlighted filing

2018

Revenue$10,461
Expenses$85,978
Net Income-$75,517
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann Delight CashTrustee-$0--
Jimmie Neal ReedTrustee-$0--
Caldwell TrustTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Joy A Cunningham Charitable Foundation
EIN
27-6339297
Phone
9419269336
Address
1561 Main Street, Sarasota, FL 34236

Signing Officer

Name
Ann Delight Cash
Title
Trustee
Signed
2019-02-25
Discuss with paid preparer
Yes

Preparer

Firm
Lichtenstein Briefman & Sabella Pllc
Address
2501 South Tamiami Trail, Sarasota, FL 34239
Preparer
Anthony Sabella CPA
Phone
9413663737
Raw XML Appendix310 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/AdjustedNetIncomeAmt0850
AccountingFeesSchedule/AccountingFeesDetail/Amt0850
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CPA Fee
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0850
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015299
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-5618
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0780
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt010461
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt010461
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt015299
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015299
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015299
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-75517
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt039364
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0780
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0780
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0780
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5618
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt020906
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020906
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020906
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0222
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt016079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt021978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt032000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt085978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010461
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt021978
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021978
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt053978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt216090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-6821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-6821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0364 General Mills
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1176 Schlumberger LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc215000 Pitney Bowes Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5618
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-75517
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0391257
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0466774
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0391257
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027742
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027742
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027742
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0504288
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0410
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0333
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0487
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0527
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0487
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0487
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0466774
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0391257
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01527
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt053714
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt037624
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt036035
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0355836
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0326943
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0441404
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt032098
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01527
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0467184
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0391590
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0504288
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0410
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0333
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0467184
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0391590
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0466774
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0391257
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt025009
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025009
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt024835
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0563279
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016813
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0545959
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08449
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0507
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027742
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0554830
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0563279
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ann Delight Cash
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jimmie Neal Reed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Caldwell Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04230 Kingston Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300 Holder Road NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21561 Main Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Sarasota
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Baltimore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Sarasota
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034238
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd143105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd234238
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt031000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt033000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt035000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0617
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt055000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.029658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.00091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0554830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0684501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0684244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0649806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0678158
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt032000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.148288
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt032000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt032000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt032000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01561 Main Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Sarasota
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034236
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Sonya Kristie - Caldwell Trust
IRS990PF/StatementsRegardingActyGrp/PhoneNum09419269336
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Michael J Fox Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Braille Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O Box 4777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1741 N Vermont Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190029
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032000
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/AppliedToCurrentYearAmt027742
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02510
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt055000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt055000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06768
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02510
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04258
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061768
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt057510
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SCHOLARSHIP PAID DIRECTLY
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt08973
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt111933
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08973
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111933
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Custodian Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Trustee Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08973
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt111933
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0222
TaxesSchedule/TaxesDetail/Amt0222
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes paid on Dividends
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0222
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Delight Cash
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Joy A Cunningham Charitable Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0co Sonya Kristie - Caldwell Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOYA
ReturnHeader/Filer/EIN0276339297
ReturnHeader/Filer/PhoneNum09419269336
ReturnHeader/Filer/USAddress/AddressLine1Txt01561 Main Street
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831769488
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LICHTENSTEIN BRIEFMAN & SABELLA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02501 South Tamiami Trail
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sarasota
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034239
ReturnHeader/PreparerPersonGrp/PhoneNum09413663737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anthony Sabella CPA
ReturnHeader/ReturnTs02019-02-25T08:08:23-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$391,590
Liabilities
$333
Net assets
$391,257
Revenue
$10,461
Expenses
$85,978
Net income
-$75,517
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.$2.39$0.00$2.39$0.59$0.48$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.17$0.56$0.39
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.25$0.53$0.28
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.40$0.49$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.10$0.45$0.35
2019Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.22$0.47$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.91$0.10$0.86$0.76
2017Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.09$0.55$0.46
2016Detailed filing. Detailed filing data is available for this year.$6.77$1.63$5.13$0.08$0.56$0.48
2015Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.15$0.57$0.43
2014Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.41$0.23$0.18
2013Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.86$0.19$0.79$0.60
2012Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.45$0.52
2011Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$0.39