Civic Intelligence

Nelson Mead Fund

990PF • Fiscal year 2013 • EIN 31-6064591

Dec 01, 2012 to Nov 30, 2013 • Filed on Mar 03, 2014

102 North Westgate Avenue62650
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

28th percentile

-2.5%

Faster asset growth than 28% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$4,899,735

Down $123,778 (-2.5%) from 2012

Net Assets

Down

$4,899,735

Down $123,778 (-2.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$380,490

Up $9,981 (+2.7%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,461,660Liabilities 2010: $0Net Assets 2010: $5,461,6602010Assets 2011: $5,284,206Liabilities 2011: $0Net Assets 2011: $5,284,2062011Assets 2012: $5,023,513Liabilities 2012: $0Net Assets 2012: $5,023,5132012Assets 2013: $4,899,735Liabilities 2013: $0Net Assets 2013: $4,899,7352013Assets 2014: $5,093,210Liabilities 2014: $0Net Assets 2014: $5,093,2102014Assets 2015: $4,879,383Liabilities 2015: $0Net Assets 2015: $4,879,3832015Assets 2016: $4,920,686Liabilities 2016: $0Net Assets 2016: $4,920,6862016Assets 2017: $5,284,333Liabilities 2017: $0Net Assets 2017: $5,284,3332017Assets 2018: $5,344,468Liabilities 2018: $0Net Assets 2018: $5,344,4682018Assets 2019: $5,455,757Liabilities 2019: $0Net Assets 2019: $5,455,7572019Assets 2020: $5,450,452Liabilities 2020: $0Net Assets 2020: $5,450,4522020Assets 2021: $5,611,699Liabilities 2021: $0Net Assets 2021: $5,611,6992021Assets 2022: $5,465,297Liabilities 2022: $0Net Assets 2022: $5,465,2972022Assets 2023: $5,335,221Liabilities 2023: $4Net Assets 2023: $5,335,2172023Assets 2024: $5,649,574Liabilities 2024: $0Net Assets 2024: $5,649,5742024

Highlighted filing

2013

Assets$4,899,735
Liabilities$0
Net Assets$4,899,735

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $371,7462010Expenses 2011: $356,9502011Expenses 2012: $370,5092012Expenses 2013: $380,4902013Revenue 2014: $592,212Expenses 2014: $398,737Net Income 2014: $193,4752014Revenue 2015: $140,651Expenses 2015: $354,357Net Income 2015: -$213,7062015Revenue 2016: $379,261Expenses 2016: $337,958Net Income 2016: $41,3032016Revenue 2017: $748,372Expenses 2017: $384,725Net Income 2017: $363,6472017Revenue 2018: $499,285Expenses 2018: $439,150Net Income 2018: $60,1352018Revenue 2019: $541,176Expenses 2019: $429,887Net Income 2019: $111,2892019Revenue 2020: $469,748Expenses 2020: $475,053Net Income 2020: -$5,3052020Revenue 2021: $670,397Expenses 2021: $509,150Net Income 2021: $161,2472021Revenue 2022: $335,246Expenses 2022: $481,648Net Income 2022: -$146,4022022Revenue 2023: $378,295Expenses 2023: $508,375Net Income 2023: -$130,0802023Revenue 2024: $847,367Expenses 2024: $533,014Net Income 2024: $314,3532024

Highlighted filing

2013

Revenue-
Expenses$380,490
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Mar 3, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH C MEADTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SEE ATTACHED STATEMENT501c3Various, FL, US$305,778
Filing and Contact Details

Filer

EIN
31-6064591
Raw XML Appendix265 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/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount018376
AccountingFeesSchedule/AccountingFees/Category0Accounting Fees
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps018376
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0165640
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount091072
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0256712
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0256712
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps018376
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss018376
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm091072
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0305788
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0305788
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0165640
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0165640
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-123778
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice02026683
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss091072
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0201893
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0230
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm03633
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss03863
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm050321
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss050321
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0865
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss02142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0324394
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm054819
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0380490
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0256712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0256712
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps018606
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm054819
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss074702
IRS990PF/BalanceSheets/CapitalStockBOY0176871
IRS990PF/BalanceSheets/CapitalStockEOY0176871
IRS990PF/BalanceSheets/CashBOY052821
IRS990PF/BalanceSheets/CashEOY095557
IRS990PF/BalanceSheets/CashEOYFMV095557
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0593399
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0388370
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0388204
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY02750011
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY03468571
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV05187628
IRS990PF/BalanceSheets/InvestmentsOtherBOY01198706
IRS990PF/BalanceSheets/InvestmentsOtherEOY0881543
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0817038
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY04846642
IRS990PF/BalanceSheets/RetainedEarningsEOY04722864
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0428576
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY065694
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV065694
IRS990PF/BalanceSheets/TotalAssetsBOY05023513
IRS990PF/BalanceSheets/TotalAssetsEOY04899735
IRS990PF/BalanceSheets/TotalAssetsEOYFMV06554121
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY05023513
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY04899735
IRS990PF/BalanceSheets/TotalNetAssetsBOY05023513
IRS990PF/BalanceSheets/TotalNetAssetsEOY04899735
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome091072
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-35242
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-123778
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04899735
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY05023513
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04899735
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0308043
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0308043
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0308043
IRS990PF/DistributableAmount/MinimumInvestmentReturn0310062
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02019
IRS990PF/DistributableAmount/TotalTax02019
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02019
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment01
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02019
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02019
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue020
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY06554121
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets06295670
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances038536
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities06257134
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable094435
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0310062
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets06201235
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets06295670
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RUTH C MEAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10103 Grassy Trail
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0HOBE SOUND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode033455
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0312397
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0310378
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.05005
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.05272
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.04888
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.05146
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.04803
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.04916
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets06201235
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear105961796
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear206131933
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear305893150
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear405344878
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear506964891
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome02019
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0324394
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10314301
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20299747
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30303271
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40256702
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50342415
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.25026
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0322375
IRS990PF/QualifyingDistributions/ExpensesAndContributions0324394
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm02019
IRS990PF/QualifyingDistributions/QualifyingDistributions0324394
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10ADWELL SERVICES LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02172434397
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10102 N WESTGATE AVE JACKSONVILLE IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Jacksonville
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode062650
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0305778
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501c3
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0See attached listing
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10Various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Various
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode033455
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0305778
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0308043
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0308043
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1018811
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear302515
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear037677
IRS990PF/UndistributedIncome/ExcessFromCurrentYear016351
IRS990PF/UndistributedIncome/ExcessFromYear1018811
IRS990PF/UndistributedIncome/ExcessFromYear302515
IRS990PF/UndistributedIncome/QualifyingDistributions0324394
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus016351
IRS990PF/UndistributedIncome/TotalCorpus037677
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover021326
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0Wire Fees
OtherExpensesSchedule/OtherExpenses/Description1Investment Expenses
OtherExpensesSchedule/OtherExpenses/Description2Annual Filing Fees
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps030
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1200
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome03633
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks030
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks13633
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2200
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount050321
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0Brokerage Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome050321
TaxesSchedule/Taxes/Amount0865
TaxesSchedule/Taxes/Amount11277
TaxesSchedule/Taxes/Category0Foreign Taxes
TaxesSchedule/Taxes/Category1Excise Taxes
TaxesSchedule/Taxes/NetInvestmentIncome0865
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0316064591
ReturnHeader/Filer/Name/BusinessNameLine10NELSON MEAD FUND
ReturnHeader/Filer/NameControl0NELS
ReturnHeader/Filer/Phone02172434397
ReturnHeader/Filer/USAddress/AddressLine10102 NORTH WESTGATE AVENUE
ReturnHeader/Filer/USAddress/City0JACKSONVILLE
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode062650
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-03-03
ReturnHeader/Officer/Name0Ruth C Mead
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ADWELL SERVICES LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10102 N WESTGATE AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0JACKSONVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0626501718
ReturnHeader/Preparer/Name0Dana B Bangert CPA
ReturnHeader/Preparer/Phone02172434397
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-12-01
ReturnHeader/TaxPeriodEndDate02013-11-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-03-03T12:11:19-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$0.85$0.53$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$0.38$0.51$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$0.34$0.48$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.00$5.61$0.67$0.51$0.16
2020Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.47$0.48$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$0.54$0.43$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$0.50$0.44$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.00$5.28$0.75$0.38$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.00$4.92$0.38$0.34$0.04
2015Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.14$0.35$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.59$0.40$0.19
2013Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.38
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$0.37
2011Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.36
2010Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.37