Civic Intelligence

Kenneth Morgan Charitable Fndn Tr

EIN 30-6404110 • Sarasota, FL

4728 White Tail LnSarasota, FL 34230-1072
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

92nd percentile

63%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

82nd percentile

26%

Faster asset growth than 82% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

78%

Faster revenue growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$358,558

Up $64,177 (+22%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$358,558

Up $64,177 (+22%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin92nd percentile

Revenue

Up

$117,126

Up $82,449 (+238%) from 2022

Expenses

Down

$42,958

Down $38,304 (-47%) from 2022

Net Income

Up

$74,168

Up $120,753 (+259%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

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

$600K$400K$200K$0Assets 2014: $191,181Liabilities 2014: $0Net Assets 2014: $191,1812014Assets 2015: $185,421Liabilities 2015: $0Net Assets 2015: $185,4212015Assets 2017: $383,989Liabilities 2017: $4,945Net Assets 2017: $379,0442017Assets 2018: $324,523Liabilities 2018: $0Net Assets 2018: $324,5232018Assets 2019: $341,459Liabilities 2019: $0Net Assets 2019: $341,4592019Assets 2020: $405,091Liabilities 2020: $0Net Assets 2020: $405,0912020Assets 2021: $340,966Liabilities 2021: $0Net Assets 2021: $340,9662021Assets 2022: $294,381Liabilities 2022: $0Net Assets 2022: $294,3812022Assets 2024: $358,558Liabilities 2024: $0Net Assets 2024: $358,5582024

Highlighted filing

2024

Assets$358,558
Liabilities$0
Net Assets$358,558
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$300K$200K$100K$0-$100KRevenue 2014: -$392Expenses 2014: $5,207Net Income 2014: -$5,5992014Revenue 2015: $5,480Expenses 2015: $11,240Net Income 2015: -$5,7602015Revenue 2017: $219,811Expenses 2017: $19,275Net Income 2017: $200,5362017Revenue 2018: $75,354Expenses 2018: $20,936Net Income 2018: $54,4182018Revenue 2019: $50,494Expenses 2019: $33,558Net Income 2019: $16,9362019Revenue 2020: $112,245Expenses 2020: $48,613Net Income 2020: $63,6322020Revenue 2021: $4,985Expenses 2021: $69,110Net Income 2021: -$64,1252021Revenue 2022: $34,677Expenses 2022: $81,262Net Income 2022: -$46,5852022Revenue 2024: $117,126Expenses 2024: $42,958Net Income 2024: $74,1682024

Highlighted filing

2024

Revenue$117,126
Expenses$42,958
Net Income$74,168
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$358,558
Liabilities
$0
Net assets
$358,558
Revenue
$117,126
Expenses
$42,958
Net income
$74,168
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$1.17$0.43$0.74
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.35$0.81$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$0.05$0.69$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$1.12$0.49$0.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.00$3.41$0.50$0.34$0.17
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.75$0.21$0.54
2017Detailed filing. Detailed filing data is available for this year.$3.84$0.05$3.79$2.20$0.19$2.01
2015Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.05$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.00$0.05$0.06
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2018 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH D MORGANTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDARDEN SCHOOL UNIV OF VAEDUCATIONAL SCHOLARSHIP-CHARLOTTESVILLE, VA, US$10,000
Paid GrantCOMMUNITY FOUNDATION OF SARASOTA COCHARITABLE-SARASOTA, FL, US$3,000
Paid GrantDARDEN SCHOOL ANNUAL FUNDANNUAL FUND-CHARLOTTESVILLE, VA, US$250
Filing and Contact Details

Filer

Filer Name
Kenneth D Morgan Charitable Fndn
EIN
30-6404110
Phone
9419277747
Address
4728 WHITE TAIL LN, SARASOTA, FL 34230-1072

Signing Officer

Name
Kenneth D Morgan
Title
Trustee
Phone
9419277747
Signed
2019-05-06

Preparer

Firm
Plush Smith Pa
Address
2 N TAMIAMI TRL STE 506, SARASOTA, FL 34236-5587
Preparer
Carla Plush Smith
Phone
9419537587
Raw XML Appendix300 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/Amt0610
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING & TAX PREPARATION FE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02009-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12009-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SCHWAB SHORT-TERM COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SCHWAB LONG-TERM COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2500 ALTRIA GROUP INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3500 ALTRIA GROUP INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0162126
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt179115
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt27594
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt37594
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0150191
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1108229
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt234994
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt331951
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02018-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12018-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-11935
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt129114
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt227400
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt324357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt022502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt150767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt318489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt424467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt536410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt616861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt727747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt039353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt176284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt267375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt320371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt438220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt577526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt622704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt726451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BROADRIDGE FINANCIAL SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COSTCO WHOLESALE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6FIRST TRUST NAS 100 EQL ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ISHARES US MEDICAL ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ISHARES NORTH AMRN TEC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10POWERSHARES DYN FOOD & BEV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11SPDR FUND CONSUMER DISC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13TECHNOLOGY SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14TJX COS INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt06404
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt068936
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt075354
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt075354
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0610
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013250
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06404
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06404
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt054418
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0325365
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt014
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt068936
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt06347
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt020936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06418
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt075354
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt071
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07686
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt054418
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0108939
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0433462
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0379044
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0324523
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023261
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023261
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023261
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023324
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt063
IRS990PF/DistributableAmountGrp/TotalTaxAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt063
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt063
IRS990PF/FMVAssetsEOYAmt0452439
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt04945
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0340
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0310
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0340
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0340
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt083815
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt083815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0383679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0240368
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0368284
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0383989
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0324523
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0452439
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04945
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0383989
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0324523
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0379044
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0324523
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0379044
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0324523
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0473579
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt050417
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0423162
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07104
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023324
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0466475
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0473579
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/PersonNm0KENNETH D MORGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04728 WHITE TAIL LN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034238
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt012179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt011215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.043803
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048602
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.006823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt063
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0466475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0277315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0233430
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0230751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0219831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0197000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt020250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.143146
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt020187
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt020250
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt063
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt020250
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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KENNETH D MORGAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04728 WHITE TAIL LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARASOTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034238
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09419277747
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KENNETH D MORGAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DARDEN SCHOOL UNIV OF VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DARDEN SCHOOL ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2COMMUNITY FOUNDATION OF SARASOTA CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 7726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 7726
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22635 FRUITVILLE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHARLOTTESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122906
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234237
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013250
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/AppliedToCurrentYearAmt07563
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012687
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023261
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020250
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015698
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012687
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0108939
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BEGINNING YEAR BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOARD FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07000
TaxesSchedule/TaxesDetail/Amt071
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt071
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH D MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09419277747
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH D MORGAN CHARITABLE FNDN
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0306404110
ReturnHeader/Filer/PhoneNum09419277747
ReturnHeader/Filer/USAddress/AddressLine1Txt04728 WHITE TAIL LN
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0342301072
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId048FFB77D4616A23198CCEF00C1607D9269D3B27A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01618C365E138562C69B3FC7F55FA067C75EEB320
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:16:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452919895
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLUSH SMITH PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 N TAMIAMI TRL STE 506
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0342365587
ReturnHeader/PreparerPersonGrp/PhoneNum09419537587
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLA PLUSH SMITH
ReturnHeader/ReturnTs02019-05-06T14:16:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.