Civic Intelligence

Fana & Kempner Foundation Charitable Trust

EIN 45-4035850 • Seminole, FL

Pub. 78 Eligible
7706 Aralia WaySeminole, FL 33777
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 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2023

Asset Growth

45th percentile

-5.0%

Faster asset growth than 45% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$83,665

Down $4,400 (-5.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$83,665

Down $4,400 (-5.0%) from 2022

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2022

Expenses

Down

$4,400

Down $1,763 (-29%) from 2022

Net Income

Up

-$4,400

Up $1,763 (+29%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$300K$200K$100K$0Assets 2012: $222,500Liabilities 2012: $02012Assets 2013: $197,661Liabilities 2013: $02013Assets 2014: $177,105Liabilities 2014: $02014Assets 2015: $143,599Liabilities 2015: $02015Assets 2016: $105,860Liabilities 2016: $0Net Assets 2016: $105,8602016Assets 2017: $105,193Liabilities 2017: $0Net Assets 2017: $105,1932017Assets 2018: $95,211Liabilities 2018: $0Net Assets 2018: $95,2112018Assets 2019: $95,206Liabilities 2019: $933Net Assets 2019: $94,2732019Assets 2020: $95,166Liabilities 2020: $933Net Assets 2020: $94,2332020Assets 2021: $95,161Liabilities 2021: $933Net Assets 2021: $94,2282021Assets 2022: $88,065Liabilities 2022: $0Net Assets 2022: $88,0652022Assets 2023: $83,665Liabilities 2023: $0Net Assets 2023: $83,6652023

Highlighted filing

2023

Assets$83,665
Liabilities$0
Net Assets$83,665
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2012: $222,650Expenses 2012: $150Net Income 2012: $222,5002012Revenue 2013: $0Expenses 2013: $24,839Net Income 2013: -$24,8392013Revenue 2014: $0Expenses 2014: $20,556Net Income 2014: -$20,5562014Revenue 2015: $0Expenses 2015: $33,506Net Income 2015: -$33,5062015Revenue 2016: $0Expenses 2016: $37,739Net Income 2016: -$37,7392016Revenue 2017: $0Expenses 2017: $667Net Income 2017: -$6672017Revenue 2018: $0Expenses 2018: $9,982Net Income 2018: -$9,9822018Revenue 2019: $0Expenses 2019: $938Net Income 2019: -$9382019Revenue 2020: $0Expenses 2020: $40Net Income 2020: -$402020Revenue 2021: $0Expenses 2021: $5Net Income 2021: -$52021Revenue 2022: $0Expenses 2022: $6,163Net Income 2022: -$6,1632022Revenue 2023: $0Expenses 2023: $4,400Net Income 2023: -$4,4002023

Highlighted filing

2023

Revenue$0
Expenses$4,400
Net Income-$4,400
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$83,665
Liabilities
$0
Net assets
$83,665
Revenue
$0
Expenses
$4,400
Net income
-$4,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.00$0.04$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.00$0.06$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.94$0.00$0.01$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.00$0.10$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.00$0.38$0.38
2015Summary only. Only limited summary data is available for this year.$1.44$0.00$0.00$0.34$0.34
2014Summary only. Only limited summary data is available for this year.$1.77$0.00$0.00$0.21$0.21
2013Summary only. Only limited summary data is available for this year.$1.98$0.00$0.00$0.25$0.25
2012Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.00$2.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Aug 2, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIGUEL FANA JRTrustee-$0--
ARLENE FANATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Fana & Kempner Foundation
EIN
45-4035850
Phone
8132449440
Address
7706 ARALIA WAY, SEMINOLE, FL 33777

Signing Officer

Name
Arlene Fana
Title
Trustee
Phone
7273840192
Signed
2024-08-02

Preparer

Firm
C&l Value Advisors LLC
Address
4805 W LAUREL ST STE 100, TAMPA, FL 33607-4540
Preparer
Michael S Vincent CPA
Phone
8132867373
Raw XML Appendix181 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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ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ARLENE FANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07273840192
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FANA & KEMPNER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FANA
ReturnHeader/Filer/EIN0454035850
ReturnHeader/Filer/PhoneNum08132449440
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ReturnHeader/PreparerPersonGrp/PhoneNum08132867373
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S VINCENT CPA
ReturnHeader/ReturnTs02024-08-05T12:03:39-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-12-01
ReturnHeader/TaxPeriodEndDt02023-11-30
ReturnHeader/TaxYr02022

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