Civic Intelligence

Samuel B Kellett Sr Private Foundation

990PF • Fiscal year 2022 • EIN 46-4224346

Jan 01, 2022 to Dec 31, 2022 • Filed on Jan 08, 2023

Organization Profile
12166 N State Rd 53Madison, FL 32340

(404) 233-7281

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

4th percentile

-242%

Higher net margin than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.6%

Faster asset growth than 32% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-89%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$2,855,488

Down $137,129 (-4.6%) from 2021

Net Assets

Down

$2,854,488

Down $138,129 (-4.6%) from 2021

Liabilities

Up

$1,000

Up $1,000 from 2021

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin4th percentile

Revenue

Down

$57,068

Down $459,070 (-89%) from 2021

Expenses

Down

$195,197

Down $23,965 (-11%) from 2021

Net Income

Down

-$138,129

Down $435,105 (-147%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2022

Assets$2,855,488
Liabilities$1,000
Net Assets$2,854,488
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$57,068
Expenses$195,197
Net Income-$138,129
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jan 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LESLEE PARTEEPresident &-$0--
Filing and Contact Details

Filer

Filer Name
Samuel B Kellett Sr Private
EIN
46-4224346
Phone
4042337281
Address
12166 N STATE RD 53, MADISON, FL 32340

Signing Officer

Name
Leslee Partee
Title
President & CEO
Phone
4042337281
Signed
2023-01-08

Preparer

Firm
Berman Hopkins Wright Laham Cpas & Assoc
Address
8035 SPYGLASS HILL RD, MELBOURNE, FL 32940-7984
Preparer
Agnes P Gregory CPA
Phone
3217572020
Raw XML Appendix336 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03600
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NOT REQUIRED IN THE STATE OF FLORIA.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12022-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0US BANK SHORT TERM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1US BANK LONG TERM
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-4020
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-46362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02836019
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0809934
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012810
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019850
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt066739
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-138129
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02854488
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02992617
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02854488
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0146371
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0146371
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0146371
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01218
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01277
IRS990PF/FMVAssetsEOYAmt02610413
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04229
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0813
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02967263
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01000
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02996724
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02976834
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt044951
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0147589
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02951773
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02996724
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LESLEE PARTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08050 SE COUNTRY RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TRENTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032693
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0175347
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0175347
IRS990PF/SpecialConditionDesc0HURRICANE IDALIA EXTENSION TO 2/15/24
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LESLIE PARTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ATLANTA
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04042337281
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANT SHOULD SEND EMAIL REQUEST TO LESLIE PARTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LESLIE PARTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04042337281
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SAMUEL B KELLETT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45765
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION - ANIMAL CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION TO CHURCH PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ALZHEIMER'S RESEARCH DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION - ANIMAL CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TUITION ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TUITION ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DONATION - LAND CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7DONATIONS - COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8DONATION - COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9DONATION - WILDLIFE CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALMOST HOME CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COVENANT PREBYSTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2EMORY ALZHEIMER'S DISEASE RES CNTR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3FIX GEORGIA PETS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4HIGHLANDS CHRISTIAN ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SMART TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6TALL TIMBERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7ATLANTA POLICE ASSOCIATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9WILDLIFE ARTS FESTIVAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04956 SUMMIT RIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12461 PEACHTREE RD NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21762 CLIFTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33522 ASHFORD DUNWOODY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4501 NE 48TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 11731
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt613093 HENRY BEADEL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7191 PEACHTREE STREET NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8135 N BROAD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9770 AUGUSTA ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1ROAD NE 354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt2SUITE 191
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VALDOSTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ATLANTA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5NEWARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6TALLAHASSEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8THOMASVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9EDGEFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd031602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1303054149
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230329
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330319
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433064
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5071014731
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6323120918
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd730303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd831792
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd929824
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0175347
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/AppliedToCurrentYearAmt0146371
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt053980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt06016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt069255
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048587
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt048587
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0162497
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt028976
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt053980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt06016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt069255
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0175347
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt028976
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0211084
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0182108
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010310
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010310
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12500
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LOAN FROM SBK CAPITAL
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01000
TaxesSchedule/TaxesDetail/Amt03002
TaxesSchedule/TaxesDetail/Amt1412
TaxesSchedule/TaxesDetail/CategoryTxt0US BANK FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1U.S. TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03002
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1412
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLEE PARTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04042337281
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-08
ReturnHeader/DisasterReliefTxt0HURRICANE IDALIA EXTENSION TO 2/15/24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL B KELLETT SR PRIVATE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0464224346
ReturnHeader/Filer/PhoneNum04042337281
ReturnHeader/Filer/USAddress/AddressLine1Txt012166 N STATE RD 53
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032340
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/ZIPCd0329407984
ReturnHeader/PreparerPersonGrp/PhoneNum03217572020
ReturnHeader/PreparerPersonGrp/PreparationDt02024-01-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AGNES P GREGORY CPA
ReturnHeader/ReturnTs02024-02-15T22:48:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LESLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PARTEE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,855,488
Liabilities
$1,000
Net assets
$2,854,488
Revenue
$57,068
Expenses
$195,197
Net income
-$138,129
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