Siviq Scores
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Balance Sheet
Assets
Up$92,315
Up $17,919 (+24%) from 2011
Net Assets
Up$92,315
Up $17,919 (+24%) from 2011
Liabilities
Flat$0
Flat from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Down$23,717
Down $21,212 (-47%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2012 to Dec 31, 2012
- Signed
- Feb 18, 2013
- Return Version
- 2012v2.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TODD M PETERS | Pres & Ttee | - | $0 | - | - |
| JEANNE M PETERS | VP And Ttee | - | $0 | - | - |
| WILLIAM F BATES | Sec, Tr & Tt | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | MILTON ACADEMY | GENERAL EDUCATION - K-8 FUND | PUBLIC | MILTON, MA, US | $10,000 |
| Paid Grant | MILTON ACADEMY | GENERAL EDUCATION - K-12 FUND | PUBLIC | MILTON, MA, US | $10,000 |
Filing and Contact Details
Filer
- EIN
- 31-1534898
Raw XML Appendix293 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/AccountingFees/Amount | 0 | 1575 |
| AccountingFeesSchedule/AccountingFees/Category | 0 | SALLY A. TARRANT CPA & ASSOCIATE |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 1575 |
| CompensationExplanation/Compensation/PersonName | 0 | TODD M PETERS |
| CompensationExplanation/Compensation/PersonName | 1 | JEANNE M PETERS |
| CompensationExplanation/Compensation/PersonName | 2 | WILLIAM F BATES |
| ExplnOfNonFilingWithAGStmt/Statement | 0 | PURSUANT TO THE RULES ESTABLISHED BY THE STATE OF OHIO'S OFFICE OF THE ATTORNEY GENERAL, THE FOUNDATION SUBMITTED THE FORM "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE" TO THE STATE OF OHIO IN LIEU OF A COPY OF THE FEDERAL RETURN. |
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| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 1 | 13232 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 2 | 14224 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 3 | 26383 |
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| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 1 | 385550 |
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| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 3 | 268844 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | 7500 SHS MERCK & CO. COMMON STOCK |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | 5500 SHS JOHNSON & JOHNSON COMM. STK |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | 10400 SHS GENERAL ELECTRIC COMM. STK |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | 3960 SHS PROCTOR & GAMBLE COMM. STK |
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| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 2 | WILLIAM F BATES |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | PRES & TTEE |
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| LegalFeesSchedule/LegalFees/Category | 0 | BATES & ASSOCIATES, LLC |
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| OtherDecreasesSchedule/OtherDecreases/Description | 0 | ROUNDING ADJUSTMENT |
| OtherExpensesSchedule/OtherExpenses/Description | 0 | EXPENSES |
| OtherExpensesSchedule/OtherExpenses/Description | 1 | ANNUAL FILING FEE - OHIO |
| OtherExpensesSchedule/OtherExpenses/Description | 2 | BATES & ASSOC. - POSTAGE & CO |
| OtherExpensesSchedule/OtherExpenses/Description | 3 | PENALTIES |
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| TaxesSchedule/Taxes/Category | 2 | 2011 EXCISE DUE WITH NOTICE |
| TaxesSchedule/Taxes/NetInvestmentIncome | 0 | 750 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 1 | 38 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 2 | 678 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 311534898 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | FLAGSHIP FOUNDATION |
| ReturnHeader/Filer/NameControl | 0 | FLAG |
| ReturnHeader/Filer/Phone | 0 | 4192412100 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 405 MADISON AVENUE |
| ReturnHeader/Filer/USAddress/AddressLine2 | 0 | ROOM/SUITE 2250 |
| ReturnHeader/Filer/USAddress/City | 0 | TOLEDO |
| ReturnHeader/Filer/USAddress/State | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 436041207 |
| ReturnHeader/Officer/DateSigned | 0 | 2013-02-18 |
| ReturnHeader/Officer/Name | 0 | WILLIAM F BATES |
| ReturnHeader/Officer/Phone | 0 | 4192412100 |
| ReturnHeader/Officer/Title | 0 | SECRETARY/TREASURER |
| ReturnHeader/Preparer/DatePrepared | 0 | 2013-02-18 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | SALLY A TARRANT CPA & ASSOCIATES LTD |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 6711 MONROE ST BLDG IV STE B |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | SYLVANIA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | OH |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 43560 |
| ReturnHeader/Preparer/Name | 0 | SALLY A TARRANT |
| ReturnHeader/Preparer/Phone | 0 | 4195179850 |
| ReturnHeader/Preparer/SelfEmployed | 0 | X |
| ReturnHeader/ReturnType | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2012-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2012-12-31 |
| ReturnHeader/TaxYear | 0 | 2012 |
| ReturnHeader/Timestamp | 0 | 2013-02-28T09:25:30-06:00 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $92,315
- Liabilities
- $0
- Net assets
- $92,315
- Revenue
- -
- Expenses
- $23,717
- Net income
- -