Civic Intelligence

Joy a Cunningham Charitable Foundation Co Sonya Kristie - Caldwell Trust

990PF • Fiscal year 2025 • EIN 27-6339297

Jan 01, 2025 to Dec 31, 2025

Organization Profile
27 S Orange AveSarasota, FL 34236

(941) 926-9336

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Latest loaded filing

2024

Assets$239,441
Liabilities$0
Net Assets$239,441
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Latest loaded filing

2024

Revenue$58,970
Expenses$48,497
Net Income$10,473
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 20, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann Delight CashTrustee-$0--
Jimmie Neal ReedTrustee-$0--
Caldwell TrustTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Charitable-New York, NY, US$10,000
Paid Grant-Charitable-Los Angeles, CA, US$9,500
Paid Grant-Charitable-Grand Forks, ND, US$6,250
Paid Grant-Charitable-San Rafael, CA, US$2,500
Filing and Contact Details

Filer

Filer Name
Joy A Cunningham Charitable Foundation
EIN
27-6339297
Phone
9419269336
Address
27 S Orange Ave, Sarasota, FL 34236

Signing Officer

Name
Ann Delight Cash
Title
Trustee
Signed
2026-03-20
Discuss with paid preparer
Yes

Preparer

Firm
SABELLA & MARSHALL CPAs
Address
2033 MAIN STREET SUITE 501, SARASOTA, FL 34237
Preparer
Ron Marshall CPA
Phone
9413663737
Raw XML Appendix315 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/AdjustedNetIncomeAmt0895
AccountingFeesSchedule/AccountingFeesDetail/Amt0895
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0CPA Fee
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0895
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt012812
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt044731
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0661
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt013473
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt044731
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt058204
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0895
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0895
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0895
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt044731
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt028250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt012812
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012812
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012812
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt07583
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt056026
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0661
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0661
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0661
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt044731
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt035833
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt020244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020244
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020244
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt013473
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt022371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022371
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt050621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt058204
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt058204
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt022371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022371
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt152538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc047 Sandoz Group AG ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1744 Nextera Energy
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt044731
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt07583
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04552
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0875
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0247899
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0239441
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0243347
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026124
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026124
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026124
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026622
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0498
IRS990PF/DistributableAmountGrp/TotalTaxAmt0498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt062
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0498
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0560
IRS990PF/FMVAssetsEOYAmt0512360
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0277
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0239441
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0243347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt024944
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt024944
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt025171
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0170587
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0159292
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0462591
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018624
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt033792
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0239441
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0243347
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0512360
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0239441
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0243347
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0239441
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0243347
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt025009
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025009
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt024598
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0540551
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026208
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0514049
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08108
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0294
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026622
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0532443
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0540551
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt028250
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt028250
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/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/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt26250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Michael J Fox Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Braille Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2UND Alumni Association and Foundati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Guide Dogs for the Blind Associatio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O Box 4777
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1741 N Vermont Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23501 University Ave Stop 8157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 151200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Grand Forks
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3San Rafael
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190029
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd258202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394915
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028250
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/AppliedToCurrentYearAmt026124
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026124
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011078
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05311
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0267
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0267
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt019713
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02126
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01198
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011078
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05311
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02126
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt019980
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017854
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0450
OtherDecreasesSchedule/OtherDecreasesDetail/Amt14102
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Capital Paid Out
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Non Deductible Custodian Fee 50%
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0875
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Refund - Unused Portion of Scholorship Funds
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt08204
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt1-4102
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt216142
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08204
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14102
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt216142
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Custodian Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Less 50% Custodian Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Trustee Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08204
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1-4102
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt216142
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01085
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt1147
TaxesSchedule/TaxesDetail/Amt01085
TaxesSchedule/TaxesDetail/Amt1147
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Taxes
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes paid on Dividends
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01085
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1147
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Delight Cash
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-20
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/AddressLine1Txt027 S Orange Ave
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831769488
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SABELLA & MARSHALL CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02033 MAIN STREET SUITE 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034237
ReturnHeader/PreparerPersonGrp/PhoneNum09413663737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ron Marshall CPA
ReturnHeader/ReturnTs02026-03-20T09:36:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.39$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