Civic Intelligence

Frances and Sam Fielding Foundation

990 • Fiscal year 2022 • EIN 31-6650835

Oct 01, 2021 to Sep 30, 2022 • Filed on Dec 21, 2022

Organization ProfileN/A
PO Box 919798Orlando, FL 32891-9798

(407) 237-1772

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$36,323

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 23.9% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-42%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,161,285

Down $18,859 (-0.9%) from 2021

Net Assets

Down

$2,161,285

Down $18,859 (-0.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin18th percentile

Revenue

Down

$151,732

Down $111,321 (-42%) from 2021

Expenses

Up

$171,542

Up $8,335 (+5.1%) from 2021

Net Income

Down

-$19,810

Down $119,656 (-120%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,127,854Liabilities 2012: $0Net Assets 2012: $2,127,8542012Assets 2013: $2,190,888Liabilities 2013: $0Net Assets 2013: $2,190,8882013Assets 2020: $2,080,243Liabilities 2020: $0Net Assets 2020: $2,080,2432020Assets 2021: $2,180,144Liabilities 2021: $0Net Assets 2021: $2,180,1442021Assets 2022: $2,161,285Liabilities 2022: $0Net Assets 2022: $2,161,2852022Assets 2023: $2,105,564Liabilities 2023: $0Net Assets 2023: $2,105,5642023Assets 2024: $2,017,663Liabilities 2024: $0Net Assets 2024: $2,017,6632024Assets 2025: $2,033,528Liabilities 2025: $0Net Assets 2025: $2,033,5282025

Highlighted filing

2022

Assets$2,161,285
Liabilities$0
Net Assets$2,161,285
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

$300K$200K$100K$0-$100KExpenses 2012: $120,6372012Expenses 2013: $214,7532013Revenue 2020: $294,190Expenses 2020: $157,870Net Income 2020: $136,3202020Revenue 2021: $263,053Expenses 2021: $163,207Net Income 2021: $99,8462021Revenue 2022: $151,732Expenses 2022: $171,542Net Income 2022: -$19,8102022Revenue 2023: $103,696Expenses 2023: $157,308Net Income 2023: -$53,6122023Revenue 2024: $51,676Expenses 2024: $141,671Net Income 2024: -$89,9952024Revenue 2025: $153,358Expenses 2025: $137,216Net Income 2025: $16,1422025

Highlighted filing

2022

Revenue$151,732
Expenses$171,542
Net Income-$19,810
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Dec 21, 2022
Return Version
2021v4.1
Gross Receipts
$1,145,195
Mission and Program Overview

Mission

Distribute all of the income of the foundation equally to the following 501(c)(3) organizations: the children's home, inc and the shriners hospital for crippled children, all of tampa fl

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,180,144$2,161,285▼ $18,859
Investments in Publicly Traded Securities$2,124,635$2,059,217▼ $65,418
Savings and Temporary Cash Investments$55,173$101,291▲ $46,118
Cash and Non-Interest-Bearing Accounts$336$777▲ $441
Total Assets$2,180,144$2,161,285▼ $18,859
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,180,144$2,161,285▼ $18,859
Total Liabilities and Net Assets / Fund Balance$2,180,144$2,161,285▼ $18,859
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Truist BankTrustee$36,323$36,323
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$151,732
Other Revenue
$0
Change in Net Assets
$-19,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$132,842
Salaries, Compensation, and Employee Benefits$36,323
Other Expenses$2,377
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$132,842--$132,842
Current Officers, Directors, Trustees, and Key Employees$18,161$18,162-$36,323
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$877-$877
Total Functional Expenses$151,003$20,539$0$171,542
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
THE CHILDREN'S HOME INCTampa, FL501(c)(3)General Support Grant$66,421
THE SHRINER'S HOSPITAL FOR CHILDRENTampa, FL501(c)(3)General Support Grant$66,421
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The institutional trustee reviews the return prior to filing.”

Form 990, Page 6, Part VI, Line 19

“These documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Frances and Sam Fielding Foundation
EIN
31-6650835
Phone
4072371772
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
4072371772
Signed
2022-12-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Truist Bank
Formed
1995
Legal Domicile
Fl
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“The change in net assets is due to 2020 transactions posted in 2021 in the amount of $1,611.84 and 2021 transactions posted in 2022 in the amount ($656.20), and rounding of ($5).”

Raw XML AppendixShowing 400 of 425 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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IRS990ScheduleA/SupportSumAmt0132842
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt066421
IRS990ScheduleI/RecipientTable/CashGrantAmt166421
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE CHILDREN'S HOME INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE SHRINER'S HOSPITAL FOR CHILDREN
IRS990ScheduleI/RecipientTable/RecipientEIN0590696284
IRS990ScheduleI/RecipientTable/RecipientEIN1362193608
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt010909 MEMORIAL HIGHWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 31356
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TAMPA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TAMPA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0336152511
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1336313356
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A TRUST AND IS OPERATED IN ACCORDANCE WITH THE GOVERNING DOCUMENT WHICH SPECIFIES THAT THE NAMED CHARITABLE BENEFICIARIES MAY USE THE TRUST FUNDS FOR THEIR GENERAL PURPOSES. NO MONITORING OF THE USE OF THE FUNDS IS REQUIRED OR PERFORMED BY THE TRUSTEE PER THE DOCUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INSTITUTIONAL TRUSTEE REVIEWS THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHANGE IN NET ASSETS IS DUE TO 2020 TRANSACTIONS POSTED IN 2021 IN THE AMOUNT OF $1,611.84 AND 2021 TRANSACTIONS POSTED IN 2022 IN THE AMOUNT ($656.20), AND ROUNDING OF ($5).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE CHILDREN'S HOME INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHIRNER'S HOSPITAL FOR CHILDREN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590696284
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1362193608
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHILDREN'S SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MEDICAL CARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt13
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt010909 MEMORIAL HWY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 31356
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TAMPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1TAMPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033615
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd133631
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt066421
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt166421
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE CHILDREN'S HOME INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1THE SHRINER'S HOSPITAL FOR CHILDREN
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02180144
IRS990/TotalAssetsEOYAmt02161285
IRS990/TotalAssetsGrp/BOYAmt02180144
IRS990/TotalAssetsGrp/EOYAmt02161285
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020539
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151003
IRS990/TotalFunctionalExpensesGrp/TotalAmt0171542
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02180144
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02161285
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0151003
IRS990/TotalReportableCompFromOrgAmt036323
IRS990/TotalRevenueGrp/ExclusionAmt0151732
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0151732
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02180144
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02161285
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/USAddress/CityNm0ORLANDO
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032891
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,161,285
Liabilities
$0
Net assets
$2,161,285
Revenue
$151,732
Expenses
$171,542
Net income
-$19,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.15$0.14$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.05$0.14$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.10$0.16$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.15$0.17$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.00$2.18$0.26$0.16$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.29$0.16$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.00$2.19$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.00$2.13$0.12