Civic Intelligence

Fana & Kempner Foundation Charitable Trust

990PF • Fiscal year 2018 • EIN 45-4035850

Dec 01, 2017 to Nov 30, 2018 • Filed on Apr 25, 2019

Organization Profile
9183 Waterash LnPinellas Park, FL 33782

(813) 244-9440

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

28th percentile

-9.5%

Faster asset growth than 28% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$95,211

Down $9,982 (-9.5%) from 2017

Net Assets

Down

$95,211

Down $9,982 (-9.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2017

Expenses

Up

$9,982

Up $9,315 (+1397%) from 2017

Net Income

Down

-$9,982

Down $9,315 (-1397%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2018

Assets$95,211
Liabilities$0
Net Assets$95,211
Open 2018 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

2018

Revenue$0
Expenses$9,982
Net Income-$9,982
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Apr 25, 2019
Return Version
2017v2.3
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 Charitabl
EIN
45-4035850
Phone
8132449440
Address
9183 WATERASH LN, PINELLAS PARK, FL 33782

Signing Officer

Name
Arlene Fana
Title
Trustee
Phone
7273840192
Signed
2019-04-25

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 Appendix194 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/AccountingFeesDetail/Amt01005
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01005
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08500
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-9982
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0477
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01482
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-9982
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt095211
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0105193
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt095211
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04734
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04734
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04734
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04734
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt095211
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0105193
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt095211
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt095211
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0105193
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt095211
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0105193
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt095211
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt095211
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0105193
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt095211
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0105193
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt095211
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt096128
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt096128
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01442
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04734
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt094686
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt096128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MIGUEL FANA JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ARLENE FANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt09183 WATERASH LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19183 WATERASH LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PINELLAS PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PINELLAS PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033782
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133782
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt08500
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08500
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
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
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04805 W LAUREL ST SUITE 100
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TAMPA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033607
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
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/GrantOrContributionPdDurYrGrp/Amt05500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANNUAL PASTORAL APPEAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DIOCESE OF ST PETERSBURG INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1STRENGTH FOR LIFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 40200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1902 CONSTANCE LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST PETERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORT JEFFERSON STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033743
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111776
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04734
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04734
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020989
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024755
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03766
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020989
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03766
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024755
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020989
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0477
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ARLENE FANA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07273840192
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FANA & KEMPNER FOUNDATION CHARITABL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FANA
ReturnHeader/Filer/BusinessNameControlTxt0FANA
ReturnHeader/Filer/EIN0454035850
ReturnHeader/Filer/PhoneNum08132449440
ReturnHeader/Filer/USAddress/AddressLine1Txt09183 WATERASH LN
ReturnHeader/Filer/USAddress/CityNm0PINELLAS PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033782
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00C46DE0FD88B21A24D50713E7419EC54D7D340BF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04BFAD67CF8432504FE1DDF2E59E6F12693A8D452
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.41.76.102
ReturnHeader/FilingSecurityInformation/IPDt02019-04-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:43:04
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/PreparationDt02019-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL S VINCENT CPA
ReturnHeader/ReturnTs02019-04-29T13:43:04-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,211
Liabilities
$0
Net assets
$95,211
Revenue
$0
Expenses
$9,982
Net income
-$9,982
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