Civic Intelligence

Samuel B Kellett Sr Private Foundation

990PF • Fiscal year 2024 • EIN 46-4224346

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 07, 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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

51%

Higher net margin than 88% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

6.2%

Faster asset growth than 60% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

65%

Faster revenue growth than 82% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,170,753

Up $186,419 (+6.2%) from 2023

Net Assets

Up

$3,170,753

Up $186,419 (+6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin88th percentile

Revenue

Up

$394,690

Up $155,493 (+65%) from 2023

Expenses

Up

$193,303

Up $83,952 (+77%) from 2023

Net Income

Up

$201,387

Up $71,541 (+55%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2024

Assets$3,170,753
Liabilities$0
Net Assets$3,170,753
Open 2024 Filing

Operations Trend

Revenue Growth82nd 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

2024

Revenue$394,690
Expenses$193,303
Net Income$201,387
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.0
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
2025-11-07

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 Appendix283 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NOT REQUIRED IN THE STATE OF FLORIA.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02021-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0US BANK 0236 LTC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0226199
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0205000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-21199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03147972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03070672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BROKERAGE ACCOUNT
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0176442
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0218248
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0394690
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0394690
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0176442
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0239447
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0178815
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0178815
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0176442
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0176442
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0176442
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0201387
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0444447
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0218248
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0401401
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt012897
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt012897
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01591
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0176442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0178815
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0193303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0415889
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0394690
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014488
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0239447
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0201387
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt014968
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03185721
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02984334
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03170753
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0146920
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0146920
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0146920
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0152499
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05579
IRS990PF/DistributableAmountGrp/TotalTaxAmt05579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt06500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0739
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06500
IRS990PF/FMVAssetsEOYAmt03093453
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02845
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08951
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08951
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02967659
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03147972
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03070672
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02984334
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt03170753
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013830
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013830
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013830
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02984334
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03170753
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03093453
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02984334
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03170753
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02984334
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03170753
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03096423
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025751
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03070672
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt046446
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0152499
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03049977
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03096423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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 COUNTY RD 337
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TRENTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032693
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0178815
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0178815
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/AddressLine1Txt08050 SE COUNTY RD 337
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TRENTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032693
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04042337281
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt08050 SE COUNTY RD 337
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TRENTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032693
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION - ANIMAL CAUSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TUITION ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DONATION - COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3DONATION-CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIX GEORGIA PETS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SMART TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THOMASVILLE ANTIQUES SHOW FOUNDATIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COVENANT PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE PEEPS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SOUTH GEORGIA FOSTER PARENTS ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501C3
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/RecipientUSAddress/AddressLine1Txt03522 ASHFORD DUNWOODY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 11731
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2135 N BROAD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32461 PEACHTREE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47870 NW 21ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5100 MAXWELL DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0ROAD NE 354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEWARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2THOMASVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4OCALA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5QUITMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030319
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1071014731
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd231792
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4344828282
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5316436903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0178815
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/AppliedToCurrentYearAmt0146920
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146920
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028976
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt053980
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06016
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0119121
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031895
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028976
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt053980
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04270
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0178815
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031895
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0125137
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt093242
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012761
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1136
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012761
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1136
TaxesSchedule/TaxesDetail/Amt01591
TaxesSchedule/TaxesDetail/CategoryTxt0US BANK FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01591
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE PARTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04042337281
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
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/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AGNES P GREGORY CPA
ReturnHeader/ReturnTs02025-11-14T14:25:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,170,753
Liabilities
$0
Net assets
$3,170,753
Revenue
$394,690
Expenses
$193,303
Net income
$201,387
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