Civic Intelligence

Otis G Pike Article VIII Charitable Tr Uwd 11072012

990PF • Fiscal year 2020 • EIN 47-6865159

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 15, 2021

Organization Profile
1180 Reef Rd Ste A26Vero Beach, FL 32963

(772) 231-5413

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

16th percentile

-33%

Higher net margin than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$16,263

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

30th percentile

-1.5%

Faster asset growth than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

18%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,918,782

Down $59,943 (-1.5%) from 2019

Net Assets

Down

$3,918,782

Down $59,943 (-1.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin16th percentile

Revenue

Up

$181,268

Up $27,815 (+18%) from 2019

Expenses

Up

$241,413

Up $38,811 (+19%) from 2019

Net Income

Down

-$60,145

Down $10,996 (-22%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $4,010,061Liabilities 2015: $12015Assets 2016: $4,021,961Liabilities 2016: $0Net Assets 2016: $4,021,9612016Assets 2018: $4,027,571Liabilities 2018: $0Net Assets 2018: $4,027,5712018Assets 2019: $3,978,725Liabilities 2019: $0Net Assets 2019: $3,978,7252019Assets 2020: $3,918,782Liabilities 2020: $0Net Assets 2020: $3,918,7822020Assets 2021: $3,914,393Liabilities 2021: $0Net Assets 2021: $3,914,3932021Assets 2022: $3,669,826Liabilities 2022: $0Net Assets 2022: $3,669,8262022Assets 2023: $3,728,539Liabilities 2023: $12023

Highlighted filing

2020

Assets$3,918,782
Liabilities$0
Net Assets$3,918,782
Open 2020 Filing

Operations Trend

Revenue Growth74th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $4,082,989Expenses 2015: $72,928Net Income 2015: $4,010,0612015Revenue 2016: $257,115Expenses 2016: $245,363Net Income 2016: $11,7522016Revenue 2018: $270,746Expenses 2018: $249,027Net Income 2018: $21,7192018Revenue 2019: $153,453Expenses 2019: $202,602Net Income 2019: -$49,1492019Revenue 2020: $181,268Expenses 2020: $241,413Net Income 2020: -$60,1452020Revenue 2021: $260,882Expenses 2021: $265,273Net Income 2021: -$4,3912021Revenue 2022: -$65,150Expenses 2022: $179,415Net Income 2022: -$244,5652022Revenue 2023: $156,072Expenses 2023: $96,567Net Income 2023: $59,5052023

Highlighted filing

2020

Revenue$181,268
Expenses$241,413
Net Income-$60,145
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBE BONJOURTrustee-$16,263-$16,263
Filing and Contact Details

Filer

Filer Name
Otis Pike Article Viii Charitable
EIN
47-6865159
Address
1180 REEF RD STE A26, VERO BEACH, FL 32963

Signing Officer

Name
Barbe Bonjour
Title
Trustee
Phone
7722315413
Signed
2021-03-15
Discuss with paid preparer
Yes

Preparer

Firm
Daniel Mace CPA PA
Address
1515 Indian River Blvd A145, Vero Beach, FL 32960
Preparer
Daniel Mace
Phone
7727701272
Raw XML Appendix354 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt06525
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06525
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0622305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt195728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt297526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3135896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4463934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5215838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61404957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7370734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt841884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt969115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1076709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1199298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01000870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1131843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2139605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3157571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4607215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5278014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61478459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7403721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt844092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt969909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1092414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11112161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MFB NORTHERN FDS STK INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MFB NORTHERN MID CAP INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MFB NORTHERN FDS SMALL CAP IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MFC FLEXSHARES STOXX GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MFB NORTHERN INTL EQTY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MFB NORTHERN FDS EMERGING MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6MFB NORTHERN FDS BD INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7MFB NORTHERN HI YIELD FIXED IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8MFC FLEXSHARES IBOXX 3 YR TARG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MFB NORTHERN FDS GLOBAL REAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10MFC FLEXSHARES NAT RES INDX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DFISX DFA INTL SMALL CO PORTFO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0108869
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0108869
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0108869
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06525
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06525
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt072399
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt016263
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt016263
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0176000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0176000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0108869
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0108869
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-60145
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01328392
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt019633
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt019633
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt072399
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0159839
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019441
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019441
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01988
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0218421
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021429
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0241413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0181268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0181268
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt042421
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021429
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt065413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt050260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11205733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt244535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt244535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt051459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11232398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt244535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt072399
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-60145
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0932
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01134
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03919714
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03978725
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03918782
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0215425
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0215425
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0215425
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0217647
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02222
IRS990PF/DistributableAmountGrp/TotalTaxAmt02222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0438
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02222
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02660
IRS990PF/FMVAssetsEOYAmt04740732
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03978725
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03918782
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt097855
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt087454
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt087454
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03795681
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03693924
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04515874
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0941
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0941
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt085189
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0136463
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0136463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03978725
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03918782
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04740732
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03978725
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03918782
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03978725
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03918782
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04419230
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt063255
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04355936
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt066288
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt039
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0217647
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04352942
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04419230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016263
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BARBE BONJOUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01180 REEF RD STE A26
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0218421
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0218421
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0218421
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BARBE BONJOUR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01180 REEF RD STE A26
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VERO BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032963
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07722315413
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATIONS ONLY CHARITIBALE ACTIVITY IS GRANTMAKING PART IX-A IS NOT APPLICABLE THERE ARE NO DIRECT CHARITABLE ACTIVITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt146000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT FOR OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT FOR OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MOBILE LIBRARY AND TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT FOR OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT FOR OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT FOR OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MACALESTER COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1RAPPAHANNOCK ART LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2NORTHUMBERLAND PUBLIC LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3UNITED WAY OF INDIAN RIVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4CLEVELAND CLINIC IR FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5PLANNED PARENTHOOD
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/AddressLine1Txt01600 GRAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt119 NORTH MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27204 NORTHUMBERLAND HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31836 14TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41000 37TH PLACE SUITE 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52300 N FLORIDA RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAINT PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1KILMARNOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HEATHSVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4VERO BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5WEST PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222473
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd332960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432960
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533409
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0176000
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/AppliedToCurrentYearAmt0215425
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0215425
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05104
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013415
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021515
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05104
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013415
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0218421
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02996
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021515
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018519
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt019633
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt019633
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM OTIS PIKE ARTICLE IX TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0941
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0941
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0932
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FID ACTG INCOME DIFFERENT FROM TAX
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01134
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FID ACTG CAPITAL GAINS DIFFERERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019441
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FINANCIAL ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019441
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01988
TaxesSchedule/TaxesDetail/Amt11563
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01988
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBE BONJOUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07722315413
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OTIS PIKE ARTICLE VIII CHARITABLE
ReturnHeader/Filer/BusinessNameControlTxt0OTIS
ReturnHeader/Filer/EIN0476865159
ReturnHeader/Filer/USAddress/AddressLine1Txt01180 REEF RD STE A26
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032963
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200788041
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Daniel Mace CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01515 Indian River Blvd A145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Vero Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032960
ReturnHeader/PreparerPersonGrp/PhoneNum07727701272
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Mace
ReturnHeader/ReturnTs02021-03-15T15:31:50-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BONJOUR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,918,782
Liabilities
$0
Net assets
$3,918,782
Revenue
$181,268
Expenses
$241,413
Net income
-$60,145
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.73$0.00$0.16$0.10$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.00$3.67$0.07$0.18$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.00$3.91$0.26$0.27$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.18$0.24$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.15$0.20$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.27$0.25$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.00$4.02$0.26$0.25$0.01
2015Summary only. Only limited summary data is available for this year.$4.01$0.00$4.08$0.07$4.01