Civic Intelligence

Frank E & Miriam Loveman Foundation Inc.

990PF • Fiscal year 2013 • EIN 46-1662450

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 29, 2014

10711 Red Run Blvd No 10121117

(410) 356-2880

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

$8,993,339

No earlier filing loaded for comparison.

Net Assets

$8,991,798

No earlier filing loaded for comparison.

Liabilities

$1,541

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

$9,046,540

No earlier filing loaded for comparison.

Expenses

$54,742

No earlier filing loaded for comparison.

Net Income

$8,991,798

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2013: $8,993,339Liabilities 2013: $1,541Net Assets 2013: $8,991,7982013Assets 2013: $8,998,252Liabilities 2013: $1,541Net Assets 2013: $8,996,7112013Assets 2014: $8,757,268Liabilities 2014: $1,878Net Assets 2014: $8,755,3902014Assets 2015: $8,511,393Liabilities 2015: $1,874Net Assets 2015: $8,509,5192015Assets 2016: $8,124,867Liabilities 2016: $1,872Net Assets 2016: $8,122,9952016Assets 2017: $7,838,424Liabilities 2017: $1,871Net Assets 2017: $7,836,5532017Assets 2018: $7,579,270Liabilities 2018: $0Net Assets 2018: $7,579,2702018Assets 2019: $7,066,133Liabilities 2019: $0Net Assets 2019: $7,066,1332019Assets 2020: $6,647,872Liabilities 2020: $0Net Assets 2020: $6,647,8722020Assets 2021: $10,302,674Liabilities 2021: $0Net Assets 2021: $10,302,6742021Assets 2022: $9,875,068Liabilities 2022: $0Net Assets 2022: $9,875,0682022Assets 2023: $9,485,400Liabilities 2023: $0Net Assets 2023: $9,485,4002023Assets 2024: $9,644,814Liabilities 2024: $0Net Assets 2024: $9,644,8142024

Highlighted filing

2013

Assets$8,993,339
Liabilities$1,541
Net Assets$8,991,798

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2013: $9,046,540Expenses 2013: $54,742Net Income 2013: $8,991,7982013Revenue 2013: $9,052,037Expenses 2013: $55,326Net Income 2013: $8,996,7112013Revenue 2014: $137,500Expenses 2014: $378,821Net Income 2014: -$241,3212014Revenue 2015: $307,959Expenses 2015: $553,830Net Income 2015: -$245,8712015Revenue 2016: $166,354Expenses 2016: $552,878Net Income 2016: -$386,5242016Revenue 2017: $245,822Expenses 2017: $532,264Net Income 2017: -$286,4422017Revenue 2018: $249,660Expenses 2018: $506,943Net Income 2018: -$257,2832018Revenue 2019: -$19,518Expenses 2019: $493,619Net Income 2019: -$513,1372019Revenue 2020: $84,833Expenses 2020: $503,094Net Income 2020: -$418,2612020Revenue 2021: $4,186,488Expenses 2021: $531,686Net Income 2021: $3,654,8022021Revenue 2022: $235,238Expenses 2022: $662,844Net Income 2022: -$427,6062022Revenue 2023: $154,354Expenses 2023: $544,022Net Income 2023: -$389,6682023Revenue 2024: $710,228Expenses 2024: $550,814Net Income 2024: $159,4142024

Highlighted filing

2013

Revenue$9,046,540
Expenses$54,742
Net Income$8,991,798
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 29, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
S Leonard SollinsPresident / TreasurerPT$10,000-$10,000
Robert A RombroVice President-$0--
Samuel T CohenSecretary-$0--
Filing and Contact Details

Filer

EIN
46-1662450
Phone
4103562880

Signing Officer

Name
S Leonard Sollins
Title
President
Phone
4103562880
Signed
2014-10-29
Discuss with paid preparer
Yes

Preparer

Preparer
S Leonard Sollins Attorney
Phone
4103561000
Raw XML AppendixShowing 400 of 446 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/Amt01200
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Glass Jacobson, P.A.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01080
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt050544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt249957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt350711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt452481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5151328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt650930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7500045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt850548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt950264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10153471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1150901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1250668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1350310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1450375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1550741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1650168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1749873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1851296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1952581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2050363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2149745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2251559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23152721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2451013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2550460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2652369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2750322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2851178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2950596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3051243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3151530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3251370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3351421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt050979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt156046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt252581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt344419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt456102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5175613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt651555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7500045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt855825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt954776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10175250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1153087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1253460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1352110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1451661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1553600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1652815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1751856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1855837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1953570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2048258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2151582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2250375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23160644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2452200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2552950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2655361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2748846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2853831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2946663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3055234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3152679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3254055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3352927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01330 shs Abbott Laboratories
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1980 shs Agilent Technologies
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21030 shs American International Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3560 shs Anadarko Petroleum Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4100 shs Apple Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55575 shs Blackstone Group LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6970 shs Bristol-Myers Squibb Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77693 shs Broadstone Net Lease Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8780 shs CVS/Caremark Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9715 shs Capital One Financial Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104920 shs Carlyle Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11425 shs Chevron Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123000 shs Corning Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13675 shs Danaher Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14835 shs Devon Energy Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15825 shs E I Dupont De Nemours & Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162100 shs EMC Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171850 shs General Electric Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18315 shs Goldman Sachs Group Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191000 shs Health Care Reit Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20900 shs Home Properties Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21275 shs International Business Machines Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22550 shs Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm236600 shs KKR & Co LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241450 Kinder Morgan Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251500 Mondelez International Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26475 shs Monsanto Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27600 shs Procter & Gamble Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28725 shs Qualcomm Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291250 shs Realty Income Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30775 shs Royal Dutch Shell
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311675 shs United Bankshares Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32475 shs United Technologies Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33700 shs Yum! Brands Inc
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0248149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt06250 shs Brookfield Infrastructure Partners, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11527.665 shs Driehaus Emerging Markets Growth Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24504.8 shs Hancock Horizon Diversified Int'l Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0245125
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt149695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2102935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03228
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt013451
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0199
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt016878
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt016878
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01080
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0120
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013451
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt09029662
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03228
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03228
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt08991798
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt063696
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0199
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0199
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt028751
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03072
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt031823
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013451
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt067
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0137
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0204
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010654
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010654
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt038
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0823
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt030936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023806
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt054742
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016878
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09046540
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt030936
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023806
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt054742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt012224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt012224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt062469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05200 shs KKR Financial Holdings LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013451
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt08991798
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08991798
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08991798
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0268685
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0268685
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0268685
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0268685
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt09096856
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt051
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt051
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt051
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt088725
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt088725
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02482881
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02586792
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0398149
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0397755
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01541
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08991798
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06023533
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06023533
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08993339
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09096856
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01541
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08993339
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08991798
IRS990PF/InitialReturnInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05455530
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt05073134
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0382396
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt081833
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0268685
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05373697
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05455530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt010000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0S Leonard Sollins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Robert A Rombro
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Samuel T Cohen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President / Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1010711 Red Run Blvd Suite 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11One South Street Suite 1205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1210711 Red Run Blvd Suite 101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Owings Mills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Baltimore
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Owings Mills
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode021117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode121202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode221117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt030936
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt030936
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt030936
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/IndividualWithBooksNm0S Leonard Sollins
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1010711 Red Run Blvd Suite 101
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Owings Mills
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode021117
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04103562880
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No specific form
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0S Leonard Sollins
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04103562880
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1010711 Red Run Blvd Suite 101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0Owings Mills
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode0211175138
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030936
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0268685
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030936
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0237749
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Miriam Loveman Estate
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1010711 Red Run Blvd Suite 101
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0Owings Mills
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode021117
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt09029662
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Ober Kaler
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1Robert A. Rombro, P.A.
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01100
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt127651
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01100
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt130723
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt13072
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1From Brookfield Infrastructure Partners, L.P.
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt067
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0133
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Payroll Taxes Payable

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings