Civic Intelligence

Samuel B Kellett Sr Private Foundation

990PF • Fiscal year 2019 • EIN 46-4224346

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 06, 2021

Organization Profile
3450 Ridgewood Road NWAtlanta, GA 30327

(404) 233-7281

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

91st percentile

59%

Higher net margin than 91% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

55th percentile

3.7%

Faster asset growth than 55% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

72%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,736,104

Up $98,113 (+3.7%) from 2018

Net Assets

$2,736,104

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin91st percentile

Revenue

Up

$356,063

Up $149,316 (+72%) from 2018

Expenses

Down

$146,250

Down $58,405 (-29%) from 2018

Net Income

Up

$209,813

Up $207,721 (+9929%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1Liabilities 2012: $02012Assets 2013: $1,005,942Liabilities 2013: $02013Assets 2014: $1,443,244Liabilities 2014: $0Net Assets 2014: $1,443,2442014Assets 2017: $2,635,899Liabilities 2017: $0Net Assets 2017: $2,635,8992017Assets 2018: $2,637,991Liabilities 2018: $02018Assets 2019: $2,736,104Liabilities 2019: $0Net Assets 2019: $2,736,1042019Assets 2020: $2,695,641Liabilities 2020: $0Net Assets 2020: $2,695,6412020Assets 2021: $2,992,617Liabilities 2021: $0Net Assets 2021: $2,992,6172021Assets 2022: $2,855,488Liabilities 2022: $1,000Net Assets 2022: $2,854,4882022Assets 2023: $2,984,334Liabilities 2023: $0Net Assets 2023: $2,984,3342023Assets 2024: $3,170,753Liabilities 2024: $0Net Assets 2024: $3,170,7532024

Highlighted filing

2019

Assets$2,736,104
Liabilities$0
Net Assets$2,736,104
Open 2019 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $1,334,270Expenses 2013: $20,000Net Income 2013: $1,314,2702013Revenue 2014: $575,436Expenses 2014: $119,350Net Income 2014: $456,0862014Revenue 2017: $471,843Expenses 2017: $168,603Net Income 2017: $303,2402017Revenue 2018: $206,747Expenses 2018: $204,655Net Income 2018: $2,0922018Revenue 2019: $356,063Expenses 2019: $146,250Net Income 2019: $209,8132019Revenue 2020: $125,940Expenses 2020: $166,403Net Income 2020: -$40,4632020Revenue 2021: $516,138Expenses 2021: $219,162Net Income 2021: $296,9762021Revenue 2022: $57,068Expenses 2022: $195,197Net Income 2022: -$138,1292022Revenue 2023: $239,197Expenses 2023: $109,351Net Income 2023: $129,8462023Revenue 2024: $394,690Expenses 2024: $193,303Net Income 2024: $201,3872024

Highlighted filing

2019

Revenue$356,063
Expenses$146,250
Net Income$209,813
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 6, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL B KELLETTPresident &-$0--
Filing and Contact Details

Filer

Filer Name
Samuel B Kellett Sr Private
EIN
46-4224346
Phone
4042337281
Address
3450 RIDGEWOOD ROAD NW, ATLANTA, GA 30327

Signing Officer

Name
Samuel B Kellett
Title
President & CEO
Phone
4042337281
Signed
2021-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Berman Hopkins Wright Laham Cpas & Assoc
Address
8035 SPYGLASS HILL RD, MELBOURNE, FL 32940
Preparer
Agnes P Gregory CPA
Phone
3217572020
Raw XML Appendix360 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12016-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22017-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0DEUTSCHE BANK STNC 4438 SEE ATTCHD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1DEUTSCHE BANK LTC 4438 SEE ATTCHD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2DEUTSCHE BANK LTNC 4438 SEE ATTCHD
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt185247
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0125589
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0209813
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0111700
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02847804
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02736104
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0133699
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0133699
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0137600
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03901
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03901
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03901
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04028
IRS990PF/FMVAssetsEOYAmt02937798
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04142
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024712
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SAMUEL B KELLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt012166 N STATE RD 53
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LESLIE PARTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030327
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE STATEMENT FOR LINE 2A
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE STATEMENT FOR LINE 2A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE STATEMENT FOR LINE 2A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RING-NECK PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2VETERINARY EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3LAND CONSERVENCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CULTURAL ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ASHLEY WILKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HOORAY FOR HOLLLYWOOD GALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7PROMOTE PET NEUTERING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8ASHLEY WILKES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MNW BOYS AND GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DELTA WATERFOWL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BARC HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TALL TIMBERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PLANTATION WILDLIFE ARTS FESTIVAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FLAGLER COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6FIX GEORGIA PETS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7BARC HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8FLAGER COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0913 BLACKSHEAR ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 3128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 574
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt313093 HENRY BEADEL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 2177
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt574 KING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63522 ASHFORD DUNWOODY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO BOX 5474
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt874 KING ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0ROAD NE 354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0THOMASVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BISMARCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VALDOSTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3TALLAHASSEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4THOMASVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ST AUGUSTINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7VALDOSTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8ST AUGUSTINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd031792
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd158502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd231603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3323120918
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4317992177
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532084
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd630319
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd731603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd832084
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0127683
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/AppliedToCurrentYearAmt0127683
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0133699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt069255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt048587
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt028097
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt074428
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt053834
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt047818
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0220367
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt069255
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt048587
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt028097
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt074428
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0127683
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0268185
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0274201
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SAMUEL B KELLETT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012166 N STATE RD 53
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MADISON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd032340
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0160000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0111700
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSSES/GAINS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt013126
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt181
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013126
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt181
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt181
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt03560
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt11800
TaxesSchedule/TaxesDetail/Amt03560
TaxesSchedule/TaxesDetail/Amt11800
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1U.S. TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03560
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11800
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL B KELLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04042337281
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL B KELLETT SR PRIVATE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0464224346
ReturnHeader/Filer/PhoneNum04042337281
ReturnHeader/Filer/USAddress/AddressLine1Txt03450 RIDGEWOOD ROAD NW
ReturnHeader/Filer/USAddress/CityNm0ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030327
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591152714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERMAN HOPKINS WRIGHT LAHAM CPAS & ASSOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08035 SPYGLASS HILL RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MELBOURNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032940
ReturnHeader/PreparerPersonGrp/PhoneNum03217572020
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AGNES P GREGORY CPA
ReturnHeader/ReturnTs02021-10-15T18:18:55-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
$2,736,104
Liabilities
$0
Net assets
$2,736,104
Revenue
$356,063
Expenses
$146,250
Net income
$209,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.39$0.19$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.24$0.11$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.85$0.06$0.20$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.52$0.22$0.30
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.13$0.17$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.36$0.15$0.21
2018Summary only. Only limited summary data is available for this year.$2.64$0.00$0.21$0.20$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.47$0.17$0.30
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.58$0.12$0.46
2013Summary only. Only limited summary data is available for this year.$1.01$0.00$1.33$0.02$1.31
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00