Civic Intelligence

Samuel B Kellett Sr Private Foundation

990PF • Fiscal year 2023 • EIN 46-4224346

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 28, 2025

Organization Profile
8050 SE County Rd 337Trenton, FL 32693

(404) 233-7281

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

89th percentile

54%

Higher net margin than 89% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

56th percentile

4.5%

Faster asset growth than 56% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

319%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,984,334

Up $128,846 (+4.5%) from 2022

Net Assets

Up

$2,984,334

Up $129,846 (+4.5%) from 2022

Liabilities

Down

$0

Down $1,000 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin89th percentile

Revenue

Up

$239,197

Up $182,129 (+319%) from 2022

Expenses

Down

$109,351

Down $85,846 (-44%) from 2022

Net Income

Up

$129,846

Up $267,975 (+194%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2023

Assets$2,984,334
Liabilities$0
Net Assets$2,984,334
Open 2023 Filing

Operations Trend

Revenue Growth96th 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

2023

Revenue$239,197
Expenses$109,351
Net Income$129,846
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 28, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

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

Filer

Filer Name
Samuel B Kellett Sr Private
EIN
46-4224346
Phone
4042337281
Address
8050 SE COUNTY RD 337, TRENTON, FL 32693

Signing Officer

Name
Leslie Partee
Title
President & CEO
Phone
4042337281
Signed
2025-04-28

Preparer

Firm
Berman Hopkins Wright Laham Cpas & Assoc
Address
255 S ORANGE AVE STE 1000, ORLANDO, FL 32801
Preparer
Agnes P Gregory CPA
Phone
4078418841
Raw XML Appendix305 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/NetInvestmentIncomeAmt03850
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NOT REQUIRED IN THE STATE OF FLORIDA.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0US BANK LONG TERM
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0134223
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0134223
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0134223
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0137465
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03242
IRS990PF/DistributableAmountGrp/TotalTaxAmt03242
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03312
IRS990PF/FMVAssetsEOYAmt02975569
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018656
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013830
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02791161
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt016243
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02774918
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041867
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0137465
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02749294
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02791161
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LESLIE PARTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT &
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt08050 SE COUNTRY RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TRENTON
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt093104
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt093104
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01950 LOWER BIRMINGHAM RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CANTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030115
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04042337281
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
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]
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SAMUEL B KELLETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt237904
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION - ANIMAL CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TUITION ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION - COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DONATION - WILDLIFE CONSERVATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DONATION - ANIMAL CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6DONATIONS FOR VETERANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7DONATION- DISABLED PATIENTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd031602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130319
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2071014731
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd331792
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd429824
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd531603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd680919
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd730309
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt093104
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/AppliedToCurrentYearAmt093104
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt041119
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028976
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06016
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt069255
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt041119
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028136
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt093242
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028976
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04270
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt093104
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0121378
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0162497
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010661
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010661
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LOAN FROM SBK CAPITAL
ReasonableCauseExplanation/ExplanationTxt0DISASTER RELIEF FL-2024-10 10/11/24
TaxesSchedule/TaxesDetail/Amt01721
TaxesSchedule/TaxesDetail/CategoryTxt0US BANK FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01721
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE PARTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04042337281
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAMUEL B KELLETT SR PRIVATE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAMU
ReturnHeader/Filer/EIN0464224346
ReturnHeader/Filer/PhoneNum04042337281
ReturnHeader/Filer/USAddress/AddressLine1Txt08050 SE COUNTY RD 337
ReturnHeader/Filer/USAddress/CityNm0TRENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032693
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591152714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERMAN HOPKINS WRIGHT LAHAM CPAS & ASSOC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0255 S ORANGE AVE STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORLANDO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032801
ReturnHeader/PreparerPersonGrp/PhoneNum04078418841
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AGNES P GREGORY CPA
ReturnHeader/ReturnTs02025-05-01T16:55:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,984,334
Liabilities
$0
Net assets
$2,984,334
Revenue
$239,197
Expenses
$109,351
Net income
$129,846
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