Civic Intelligence

Betty Jo Moffit Patterson

EIN 30-0530801 • Ocala, FL

2355 SE 5th StOcala, FL 34471-2614
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

2nd percentile

-224%

Higher net margin than 2% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$17,500

Higher top officer pay than 53% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

15th percentile

-8.8%

Faster asset growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-35%

Faster revenue growth than 10% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$1,291,586

Down $123,982 (-8.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,291,586

Down $123,982 (-8.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin2nd percentile

Revenue

Down

$55,160

Down $29,128 (-35%) from 2023

Expenses

Up

$178,698

Up $6,118 (+3.5%) from 2023

Net Income

Down

-$123,538

Down $35,246 (-40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,903,418Liabilities 2010: $0Net Assets 2010: $1,903,4182010Assets 2011: $1,904,577Liabilities 2011: $370,382Net Assets 2011: $1,534,1952011Assets 2012: $1,889,554Liabilities 2012: $0Net Assets 2012: $1,889,5542012Assets 2013: $1,928,884Liabilities 2013: $0Net Assets 2013: $1,928,8842013Assets 2014: $1,902,916Liabilities 2014: $0Net Assets 2014: $1,902,9162014Assets 2015: $1,841,229Liabilities 2015: $0Net Assets 2015: $1,841,2292015Assets 2017: $1,627,054Liabilities 2017: $0Net Assets 2017: $1,627,0542017Assets 2018: $1,581,629Liabilities 2018: $0Net Assets 2018: $1,581,6292018Assets 2019: $1,481,283Liabilities 2019: $0Net Assets 2019: $1,481,2832019Assets 2020: $1,593,540Liabilities 2020: $0Net Assets 2020: $1,593,5402020Assets 2021: $1,543,998Liabilities 2021: $0Net Assets 2021: $1,543,9982021Assets 2022: $1,503,860Liabilities 2022: $0Net Assets 2022: $1,503,8602022Assets 2023: $1,415,568Liabilities 2023: $0Net Assets 2023: $1,415,5682023Assets 2024: $1,291,586Liabilities 2024: $0Net Assets 2024: $1,291,5862024

Latest loaded filing

2024

Assets$1,291,586
Liabilities$0
Net Assets$1,291,586
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2010: $124,5842010Expenses 2011: $126,5782011Expenses 2012: $128,1152012Revenue 2013: $37,755Expenses 2013: $125,158Net Income 2013: -$87,4032013Revenue 2014: $36,890Expenses 2014: $131,418Net Income 2014: -$94,5282014Revenue 2015: $32,585Expenses 2015: $136,769Net Income 2015: -$104,1842015Revenue 2017: $33,411Expenses 2017: $150,826Net Income 2017: -$117,4152017Revenue 2018: $45,059Expenses 2018: $151,752Net Income 2018: -$106,6932018Revenue 2019: $44,532Expenses 2019: $150,094Net Income 2019: -$105,5622019Revenue 2020: $41,231Expenses 2020: $151,253Net Income 2020: -$110,0222020Revenue 2021: $43,990Expenses 2021: $143,406Net Income 2021: -$99,4162021Revenue 2022: $116,034Expenses 2022: $154,983Net Income 2022: -$38,9492022Revenue 2023: $84,288Expenses 2023: $172,580Net Income 2023: -$88,2922023Revenue 2024: $55,160Expenses 2024: $178,698Net Income 2024: -$123,5382024

Latest loaded filing

2024

Revenue$55,160
Expenses$178,698
Net Income-$123,538
Open 2024 Filing

Filings

Most recent 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.$1.29$0.00$1.29$0.06$0.18$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.08$0.17$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.12$0.15$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.04$0.14$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.04$0.15$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.04$0.15$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.05$0.15$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.03$0.15$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.03$0.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.04$0.13$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.04$0.13$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.90$0.37$1.53$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 14, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID S ROMANIKCo-Trustee-$17,500-$17,500
FRED FREIFELDCo-Trustee-$17,500-$17,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPS-AVENTURA, FL, US$75,000
Paid Grant-SCHOLARSHIPS-HALLANDALE, FL, US$75,000
Filing and Contact Details

Filer

Filer Name
Betty Jo Moffit Patterson
EIN
30-0530801
Phone
9545587558
Address
2355 SE 5TH ST, OCALA, FL 34471-2614

Signing Officer

Name
Fred Freifeld
Title
Co-trustee
Phone
9548610852
Signed
2026-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Fiske Advisory LLC
Address
1250 S PINE ISLAND RD STE 300, PLANTATION, FL 33324
Preparer
Fred Freifeld
Phone
9542368600
Raw XML AppendixShowing 400 of 408 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0637
IRS990PF/FMVAssetsEOYAmt01779822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt036891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt036891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt033155
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0900489
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0865836
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01490927
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01291586
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01155046
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02988
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0163792
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0202726
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0202771
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01291586
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01155046
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01779822
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01291586
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01155046
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01291586
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01155046
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0190414
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt049593
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt049981
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01712155
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt073300
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01638855
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt025682
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt084324
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01686473
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01712155
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt017500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt117500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID S ROMANIK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FRED FREIFELD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11250 S PINE ISLAND RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OCALA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034471
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133324
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0150000
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt048486
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt0180205
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt041940
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt044922
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt044857
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt041213
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0153174
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt035649
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt038184
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt038128
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt0150000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0510000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0130000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0120000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt0110000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt0150000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0510000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0130000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0120000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt0110000
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt056216
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0213067
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt053662
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt050248
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt052941
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/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/IndividualWithBooksNm0FRED FREIFELD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01250 S PINE ISLAND RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PLANTATION
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033324
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09545587558
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE SEE PART XIV. TWO CHARITABLE BENEFICIAIRIES EACH RECEIVED 75,000 FOR A TOTAL OF 150,000.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0150000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HALLANDALE BCH CNCL SCHOLARSHP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1HALLANDALE BEACH ROTARY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt018851 NE 29TH AVE 706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 249
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt018851 NE 29TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1PO BOX 249
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AVENTURA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HALLANDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133009
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
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/QualifyingDistributionsAmt0150000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0150000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0150000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INTEREST - CERT OF DEP
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02988
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0290
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt09586
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ACCRUED MARKET DISCOUNT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt09586
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt09586
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt016319
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY AND ADS FEES
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED FREIFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09548610852
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETTY JO MOFFIT PATTERSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BETT
ReturnHeader/Filer/EIN0300530801
ReturnHeader/Filer/PhoneNum09545587558
ReturnHeader/Filer/USAddress/AddressLine1Txt02355 SE 5TH ST
ReturnHeader/Filer/USAddress/CityNm0OCALA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0344712614
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0332348182
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISKE ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01250 S PINE ISLAND RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANTATION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033324

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