Civic Intelligence

Daniel C Ferguson Charitable Trust

990PF • Fiscal year 2014 • EIN 36-6848627

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profile
3033 Riviera Dr No 202Naples, FL 34103

(239) 649-0244

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

93rd percentile

47%

Faster asset growth than 93% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

250%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$2,660,146

Up $849,253 (+47%) from 2013

Net Assets

Up

$2,650,696

Up $847,803 (+47%) from 2013

Liabilities

Up

$9,450

Up $1,450 (+18%) from 2013

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin94th percentile

Revenue

Up

$1,201,556

Up $857,988 (+250%) from 2013

Expenses

Down

$353,753

Down $110,655 (-24%) from 2013

Net Income

Up

$847,803

Up $968,643 (+802%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,929,983Liabilities 2012: $6,250Net Assets 2012: $1,923,7332012Assets 2013: $1,810,893Liabilities 2013: $8,000Net Assets 2013: $1,802,8932013Assets 2014: $2,660,146Liabilities 2014: $9,450Net Assets 2014: $2,650,6962014Assets 2015: $2,437,742Liabilities 2015: $11,805Net Assets 2015: $2,425,9372015Assets 2016: $2,183,609Liabilities 2016: $13,905Net Assets 2016: $2,169,7042016Assets 2017: $1,990,698Liabilities 2017: $1,476Net Assets 2017: $1,989,2222017Assets 2018: $1,816,088Liabilities 2018: $3,801Net Assets 2018: $1,812,2872018Assets 2019: $1,763,638Liabilities 2019: $0Net Assets 2019: $1,763,6382019Assets 2022: $1,252,700Liabilities 2022: $0Net Assets 2022: $1,252,7002022

Highlighted filing

2014

Assets$2,660,146
Liabilities$9,450
Net Assets$2,650,696
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2012: $447,6332012Revenue 2013: $343,568Expenses 2013: $464,408Net Income 2013: -$120,8402013Revenue 2014: $1,201,556Expenses 2014: $353,753Net Income 2014: $847,8032014Revenue 2015: $117,034Expenses 2015: $341,793Net Income 2015: -$224,7592015Revenue 2016: $52,112Expenses 2016: $308,345Net Income 2016: -$256,2332016Revenue 2017: $128,362Expenses 2017: $308,844Net Income 2017: -$180,4822017Revenue 2018: $107,942Expenses 2018: $284,877Net Income 2018: -$176,9352018Revenue 2019: $85,071Expenses 2019: $133,720Net Income 2019: -$48,6492019Revenue 2022: $278,239Expenses 2022: $541,401Net Income 2022: -$263,1622022

Highlighted filing

2014

Revenue$1,201,556
Expenses$353,753
Net Income$847,803
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL C FERGUSONTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Daniel C Ferguson Charitable Trust
EIN
36-6848627
Phone
2396490244
Address
3033 RIVIERA DR NO 202, NAPLES, FL 34103

Signing Officer

Name
Daniel C Ferguson
Title
Trustee
Phone
2396490244
Signed
2015-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
4099 TAMIAMI TRAIL N STE 300, NAPLES, FL 34103
Preparer
Frederick F Burns CPA
Phone
2392628686
Raw XML AppendixShowing 400 of 566 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/DistributableAmountGrp/DistributableAsAdjustedAmt0132222
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0132222
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0132222
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0144057
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011835
IRS990PF/DistributableAmountGrp/TotalTaxAmt011835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08646
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03200
IRS990PF/FMVAssetsEOYAmt02901141
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0974606
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0974606
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt070266
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt025168
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt025168
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01706949
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt08000
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt09450
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0848
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt032830
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02634978
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02875973
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0828287
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01676090
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01810893
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02660146
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02901141
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt08000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt09450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01810893
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02660146
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01802893
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02650696
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02925007
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt077867
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02847140
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt043875
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0144057
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02881132
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02925007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL C FERGUSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03033 RIVIERA DRIVE 202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0266631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0278466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0435521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0421353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0294221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt086750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0101455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.092544
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.147111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.136987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.103216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.032590
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.042817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt011835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02881132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02960502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03075860
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02850537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02661871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02369526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0329250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.462721
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0317415
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0329250
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt011835
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0329250
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DANIEL FERGUSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03033 RIVIERA DRIVE 202
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02396490244
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SHOULD BE SUBMITED IN LETTER FORMAT WITH CONTACT INFORMATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DANIEL C FERGUSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02392620203
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01300 THIRD STREET SOUTH SUITE 300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034102
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt525000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt750250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt81000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt93000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt108000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROGRAM DEVELOPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3BOAT FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7FIRE BOAT PURCHASE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ANNUAL CAMPAIGN FRIENDS OF MUSIC BY THE LAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENRAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14THE RUDOLPH S. RASIN CENTER FOR GLOBAL JUSTICE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BIG BROTHER BIG SISTER OF COLORADO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CONSERVANCY OF SW FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GENEVA LAKE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3GENEVA LAKE WATER SAFETY PATROL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4MAYO CLINIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HAMILTON COLLEGE ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6HIGHLAND COMMUNITY COLLEGE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7GENEVA LAKE ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8GEORGE WILLIAM COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9JOSLIN DIABETES CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10GUADALOUPE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11ALZHEIMER'S ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12AMERICAN CANCER SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13THE CAT'S MEOW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14WESTOVER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,660,146
Liabilities
$9,450
Net assets
$2,650,696
Revenue
$1,201,556
Expenses
$353,753
Net income
$847,803
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.00$1.25$0.28$0.54$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.09$0.13$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.81$0.11$0.28$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.13$0.31$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.01$2.17$0.05$0.31$0.26
2015Detailed filing. Detailed filing data is available for this year.$2.44$0.01$2.43$0.12$0.34$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.66$0.01$2.65$1.20$0.35$0.85
2013Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.80$0.34$0.46$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.93$0.01$1.92$0.45