Civic Intelligence

The Freda Utley Foundation

990PF • Fiscal year 2012 • EIN 52-2252964

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 15, 2013

Organization Profile
C/O Jon B Utley 910 17th Street NWNo 42220006-2601
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

86th percentile

$1,000

Higher top officer pay than 86% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$396,429

Up $59,449 (+18%) from 2011

Net Assets

Up

$396,429

Up $59,449 (+18%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$22,612

Down $14,355 (-39%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$1.0M$500K$0Assets 2010: $267,008Liabilities 2010: $737Net Assets 2010: $266,2712010Assets 2011: $336,980Liabilities 2011: $0Net Assets 2011: $336,9802011Assets 2012: $396,429Liabilities 2012: $0Net Assets 2012: $396,4292012Assets 2013: $440,969Liabilities 2013: $0Net Assets 2013: $440,9692013Assets 2014: $490,850Liabilities 2014: $0Net Assets 2014: $490,8502014Assets 2015: $485,023Liabilities 2015: $0Net Assets 2015: $485,0232015Assets 2017: $679,262Liabilities 2017: $0Net Assets 2017: $679,2622017Assets 2018: $814,685Liabilities 2018: $1,687Net Assets 2018: $812,9982018Assets 2019: $853,311Liabilities 2019: $0Net Assets 2019: $853,3112019Assets 2020: $797,324Liabilities 2020: $0Net Assets 2020: $797,3242020Assets 2021: $618,035Liabilities 2021: $0Net Assets 2021: $618,0352021Assets 2022: $587,104Liabilities 2022: $0Net Assets 2022: $587,1042022Assets 2023: $570,869Liabilities 2023: $0Net Assets 2023: $570,8692023Assets 2024: $570,763Liabilities 2024: $0Net Assets 2024: $570,7632024

Highlighted filing

2012

Assets$396,429
Liabilities$0
Net Assets$396,429
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100K-$200KExpenses 2010: $29,9592010Expenses 2011: $36,9672011Expenses 2012: $22,6122012Revenue 2013: $71,678Expenses 2013: $25,861Net Income 2013: $45,8172013Revenue 2014: $84,340Expenses 2014: $36,654Net Income 2014: $47,6862014Revenue 2015: $38,574Expenses 2015: $45,712Net Income 2015: -$7,1382015Revenue 2017: $164,326Expenses 2017: $50,221Net Income 2017: $114,1052017Revenue 2018: $198,946Expenses 2018: $38,624Net Income 2018: $160,3222018Revenue 2019: $90,985Expenses 2019: $34,865Net Income 2019: $56,1202019Revenue 2020: -$4,653Expenses 2020: $24,296Net Income 2020: -$28,9492020Revenue 2021: -$119,255Expenses 2021: $47,672Net Income 2021: -$166,9272021Revenue 2022: $17,975Expenses 2022: $48,906Net Income 2022: -$30,9312022Revenue 2023: $14,180Expenses 2023: $30,415Net Income 2023: -$16,2352023Revenue 2024: $30,334Expenses 2024: $30,440Net Income 2024: -$1062024

Highlighted filing

2012

Revenue-
Expenses$22,612
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JON B UTLEYDirector/President-$1,000-$1,000
WILLIAM B UTLEYDirector/Secretary/Treas.-$1,000-$1,000
LEONARD LIGGIODirector-$1,000-$1,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN EDUCATIONAL TRUSTEDUCATIONAL AND RESEARCH INSTITUEIRC SEC 509(A)(2) PUWASHINGTON, DC, US$1,000
Paid GrantMINARET OF FREEDOM INSTITUTEEDUCATIONAL AND RESEARCH INSTITUEEDUCATIONAL AND RESEARCH INSTITUEIRC SEC 509(A)(2) PUBETHESDA, MD, US$1,000
Paid GrantPHILANTROPHY ROUNDTABLEEDUCATIONAL AND RESEARCH INSTITUEIRC SEC 509(A)(2) PUWASHINGTON, DC, US$500
Filing and Contact Details

Filer

EIN
52-2252964
Raw XML AppendixShowing 400 of 502 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/AccountingFees/AdjustedNetIncome02580
AccountingFeesSchedule/AccountingFees/Amount02580
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Amount00
AllOthProgRltdInvestmentsSch/AllOthProgRltdInvestments/Description0NONE
DepreciationSchedule/Depreciation/AdjustedNetIncome00
DepreciationSchedule/Depreciation/AdjustedNetIncome1328
DepreciationSchedule/Depreciation/ComputationMethod0SL
DepreciationSchedule/Depreciation/ComputationMethod1SL
DepreciationSchedule/Depreciation/CostOrOtherBasis01200
DepreciationSchedule/Depreciation/CostOrOtherBasis11639
DepreciationSchedule/Depreciation/CurrentYearExpense00
DepreciationSchedule/Depreciation/CurrentYearExpense1328
DepreciationSchedule/Depreciation/DateAcquired02003-11-26
DepreciationSchedule/Depreciation/DateAcquired12009-12-01
DepreciationSchedule/Depreciation/DescriptionOfProperty0BOOKCASES
DepreciationSchedule/Depreciation/DescriptionOfProperty1COMPUTER
DepreciationSchedule/Depreciation/Life07.000000000000
DepreciationSchedule/Depreciation/Life15.000000000000
DepreciationSchedule/Depreciation/NetInvestmentIncome00
DepreciationSchedule/Depreciation/NetInvestmentIncome10
DepreciationSchedule/Depreciation/PriorYearsDepreciation01197
DepreciationSchedule/Depreciation/PriorYearsDepreciation1683
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue032319
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV068013
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond02,700 SHS - COUNTRYWIDE CAPITAL V CUM. CAP SECURITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue018977
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1121555
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue27182
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue397275
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue411391
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue50
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV07889
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1998
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV210297
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV32000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV412390
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV50
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock01,715 SHS - MCG CAPITAL CORP. STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock110,500 SHS - ATP OIL & GAS CORP COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2700 SHS - COMPASS DIVERSIFIED HOLDINGS SBI STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31,000 SHS - ATP OIL & GAS CORP PREFFERED STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42,100 SHS - LNB BANCORP INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51,000 SHS - GAS NATURAL INC.
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount016117
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0220
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount016337
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA016337
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm02580
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02580
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0220
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm01167
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps01167
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm0666
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps02500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss02500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss065000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionAdjNetIncm0328
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss0328
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm016117
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss016117
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses058725
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice011150
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm0295
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0295
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0220
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome015591
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncm04644
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps04643
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss09287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm0789
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps03599
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss04468
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm0154
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0154
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm09957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps011909
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss022612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome016337
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses081337
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm09957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps09409
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0746
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss020112
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip02208
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY051415
IRS990PF/BalanceSheets/CashEOY073212
IRS990PF/BalanceSheets/CashEOYFMV073212
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY032319
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY032319
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV068013
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0207972
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0256380
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV033574
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis02839
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY0959
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY0631
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV00
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY00
IRS990PF/BalanceSheets/OtherAssetsEOY00
IRS990PF/BalanceSheets/OtherAssetsEOYFMV00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0336980
IRS990PF/BalanceSheets/RetainedEarningsEOY0396429
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY044315
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY033887
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV033887
IRS990PF/BalanceSheets/TotalAssetsBOY0336980
IRS990PF/BalanceSheets/TotalAssetsEOY0396429
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0208686
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0336980
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0396429
IRS990PF/BalanceSheets/TotalNetAssetsBOY0336980
IRS990PF/BalanceSheets/TotalNetAssetsEOY0396429
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis010930
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-01-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset01,000 SHS - GAS NATURAL INC. STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0220
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice011150
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses058725
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0724
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0396429
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0336980
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0396429
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted010496
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj010496
IRS990PF/DistributableAmount/DistributableAmountBeforeDed010496
IRS990PF/DistributableAmount/MinimumInvestmentReturn010808
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0312
IRS990PF/DistributableAmount/TotalTax0312
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0312
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0312
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0312
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0312
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0208686
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0219449
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances046379
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0173070
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03292
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn010808
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0216157
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0219449
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition03.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation01000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation11000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation21000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JON B UTLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1WILLIAM B UTLEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LEONARD LIGGIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR/PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR/SECRETARY/TREAS.
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103030 K STREET NW SUITE 302
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113030 K STREET NW SUITE 302
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122000 NORTH 14TH STREET SUITE 550
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WASHINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WASHINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2ARLINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0DC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1DC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2VA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode020007
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode120007
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode222201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct026868
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets026712
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.123575
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.084528
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.069980
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.244403
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.116419
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.102543
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0216157
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10302493
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20282595
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30154896
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40136507
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50202178
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0156
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions011909
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1025569
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2019776
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3037857
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4015892
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5020732
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.617873
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions011909
IRS990PF/QualifyingDistributions/ExpensesAndContributions011909
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions011909
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10THE FOUNDATION
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02022985514
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10910 17TH STREET NW SUITE 422
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0WASHINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0DC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0200062601
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors01
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0DC
IRS990PF/StatementsRegardingActivities/StatesFiledWith1VA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0WWW.FREDAUTLEY.COM
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10THE PROMOTION AND ADVANCEMENT OF THE PRINCIPLES OF PEACE, FREEDOM, JUSTICE AND FREE MARKET ECONOMICS IN MEMORY OF THE LIFE AND WORK OF FREDA UTLEY.
IRS990PF/SummaryOfDirectCharitableActy/Description20PROMOTING AND DISSEMINATING THE WORKS AND MEMORY OF FREDA UTLEY.
IRS990PF/SummaryOfDirectCharitableActy/Description30PROVIDING SUPPORT TO OTHER ORGANIZATIONS WHICH UTILIZE THE PRINCIPLES ADVANCED BY AND THE WORKS OF FREDA UTLEY.
IRS990PF/SummaryOfDirectCharitableActy/Description40CREATION AND MAINTENANCE OF A WEB SITE PERTAINING TO THE WORKS OF FREDA UTLEY.
IRS990PF/SummaryOfDirectCharitableActy/Expenses102093
IRS990PF/SummaryOfDirectCharitableActy/Expenses202093
IRS990PF/SummaryOfDirectCharitableActy/Expenses304593
IRS990PF/SummaryOfDirectCharitableActy/Expenses403130
IRS990PF/SumOfProgramRelatedInvestments/AllOthProgRltdInvestmentsTotal00
IRS990PF/SumOfProgramRelatedInvestments/Amount100
IRS990PF/SumOfProgramRelatedInvestments/Amount200
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Description20N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0JON B UTLEY
IRS990PF/SupplementaryInformation/ContributingManager1WILLIAM B UTLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0EDUCATIONAL AND RESEARCH INSTITUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1EDUCATIONAL AND RESEARCH INSTITUEEDUCATIONAL AND RESEARCH INSTITUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL AND RESEARCH INSTITUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMERICAN EDUCATIONAL TRUST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11MINARET OF FREEDOM INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12PHILANTROPHY ROUNDTABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0IRC SEC 509(A)(2) PU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1IRC SEC 509(A)(2) PU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2IRC SEC 509(A)(2) PU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 53062
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine114323 ROSEDALE AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121150 17TH STREET NW 503
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BETHESDA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WASHINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0200099062
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode120814
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode220036
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear02500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear010496
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted010496
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1010573
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear205758
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3030194
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear409067
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5011346
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5011346
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear057005
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01413
IRS990PF/UndistributedIncome/ExcessFromYear1010573
IRS990PF/UndistributedIncome/ExcessFromYear205758
IRS990PF/UndistributedIncome/ExcessFromYear3030194
IRS990PF/UndistributedIncome/ExcessFromYear409067
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions011909
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01413
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus068351
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover066938
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
IRS990ScheduleB/ContributorInfo/AggregateContributions015000
IRS990ScheduleB/ContributorInfo/AggregateContributions150000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine103030 K STREET NW SUITE 302
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine113030 K STREET NW SUITE 302
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0WASHINGTON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1WASHINGTON
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0DC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1DC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode020007
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode120007
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10WINDSOR ASSOCIATES IV LP
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0JON B AND ANA MARIA UTLEY
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/ContributorNumber12
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LandEtcSchedule2/LandEtc/AccumulatedDepreciation01197
LandEtcSchedule2/LandEtc/AccumulatedDepreciation11011
LandEtcSchedule2/LandEtc/BookValue03
LandEtcSchedule2/LandEtc/BookValue1628

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$396,429
Liabilities
$0
Net assets
$396,429
Revenue
-
Expenses
$22,612
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.30$0.30$0.00
2023Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.14$0.30$0.16
2022Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.18$0.49$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$1.19$0.48$1.67
2020Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.05$0.24$0.29
2019Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.91$0.35$0.56
2018Detailed filing. Detailed filing data is available for this year.$8.15$0.02$8.13$1.99$0.39$1.60
2017Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$1.64$0.50$1.14
2015Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.39$0.46$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.84$0.37$0.48
2013Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.72$0.26$0.46
2012Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.23
2011Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.37
2010Detailed filing. Detailed filing data is available for this year.$2.67$0.01$2.66$0.30