Civic Intelligence

Fana & Kempner Foundation Charitable Trust

990PF • Fiscal year 2019 • EIN 45-4035850

Dec 01, 2018 to Nov 30, 2019 • Filed on Feb 09, 2021

Organization Profile
8851 US Highway 19 North Apt 1339Pinellas Park, FL 33782

(813) 244-9440

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

-0.0%

Faster asset growth than 46% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$95,206

Down $5 (-0.0%) from 2018

Net Assets

Down

$94,273

Down $938 (-1.0%) from 2018

Liabilities

Up

$933

Up $933 from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2018

Expenses

Down

$938

Down $9,044 (-91%) from 2018

Net Income

Up

-$938

Up $9,044 (+91%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2019

Assets$95,206
Liabilities$933
Net Assets$94,273
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$0
Expenses$938
Net Income-$938
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
Feb 9, 2021
Return Version
2018v3.2
Compensation and Service Providers
Top Officer Pay77th 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
8851 US HIGHWAY 19 NORTH APT 1339, PINELLAS PARK, FL 33782

Signing Officer

Name
Arlene Fana
Title
Trustee
Phone
7273840192
Signed
2021-02-09
Discuss with paid preparer
Yes

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 Appendix197 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt013797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt013797
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt093779
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.588509
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04805 W LAUREL ST SUITE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TAMPA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOLENE T LOOS
IRS990PF/StatementsRegardingActyGrp/PhoneNum08132867373
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016300
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO ARLENE FANA
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0933
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ARLENE FANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07273840192
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FANA & KEMPNER FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FANA
ReturnHeader/Filer/EIN0454035850
ReturnHeader/Filer/PhoneNum08132449440
ReturnHeader/Filer/USAddress/AddressLine1Txt08851 US HIGHWAY 19 NORTH APT 1339
ReturnHeader/Filer/USAddress/CityNm0PINELLAS PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033782
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593621814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C&L VALUE ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04805 W LAUREL ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0336074540
ReturnHeader/PreparerPersonGrp/PhoneNum08132867373
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S VINCENT CPA
ReturnHeader/ReturnTs02021-02-11T15:16:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,206
Liabilities
$933
Net assets
$94,273
Revenue
$0
Expenses
$938
Net income
-$938
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