Civic Intelligence

Ssc Fra Fas 106 Post Retire Tr

EIN 54-1850793 • 501(c)9 • Orlando, FL

View Organization Page

Profile

To provide retiree medical benefits

PO Box 919798Orlando, FL 32891-9798

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

27th percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.00x

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

88th percentile

54%

Higher net margin than 88% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$31,981

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

38th percentile

2.7%

Faster asset growth than 38% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

38%

Faster revenue growth than 88% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$19,885,403

Up $528,795 (+2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$19,885,403

Up $528,795 (+2.7%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin88th percentile

Revenue

Up

$897,110

Up $246,446 (+38%) from 2023

Expenses

Down

$408,223

Down $102,088 (-20%) from 2023

Net Income

Up

$488,887

Up $348,534 (+248%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2011: $18,591,408Liabilities 2011: $0Net Assets 2011: $18,591,4082011Assets 2012: $18,350,935Liabilities 2012: $0Net Assets 2012: $18,350,9352012Assets 2013: $18,495,724Liabilities 2013: $0Net Assets 2013: $18,495,7242013Assets 2014: $18,722,638Liabilities 2014: $0Net Assets 2014: $18,722,6382014Assets 2015: $18,733,550Liabilities 2015: $0Net Assets 2015: $18,733,5502015Assets 2016: $18,445,554Liabilities 2016: $0Net Assets 2016: $18,445,5542016Assets 2017: $18,481,985Liabilities 2017: $0Net Assets 2017: $18,481,9852017Assets 2018: $18,265,438Liabilities 2018: $0Net Assets 2018: $18,265,4382018Assets 2019: $18,146,218Liabilities 2019: $0Net Assets 2019: $18,146,2182019Assets 2020: $18,543,234Liabilities 2020: $0Net Assets 2020: $18,543,2342020Assets 2021: $19,275,795Liabilities 2021: $0Net Assets 2021: $19,275,7952021Assets 2022: $19,225,689Liabilities 2022: $0Net Assets 2022: $19,225,6892022Assets 2023: $19,356,608Liabilities 2023: $0Net Assets 2023: $19,356,6082023Assets 2024: $19,885,403Liabilities 2024: $0Net Assets 2024: $19,885,4032024

Highlighted filing

2024

Assets$19,885,403
Liabilities$0
Net Assets$19,885,403
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,425,166Expenses 2011: $80,873Net Income 2011: $1,344,2932011Revenue 2012: $1,315,441Expenses 2012: $1,554,410Net Income 2012: -$238,9692012Revenue 2013: $900,950Expenses 2013: $762,748Net Income 2013: $138,2022013Revenue 2014: $962,117Expenses 2014: $737,826Net Income 2014: $224,2912014Revenue 2015: $739,633Expenses 2015: $731,524Net Income 2015: $8,1092015Revenue 2016: $327,346Expenses 2016: $622,932Net Income 2016: -$295,5862016Revenue 2017: $668,524Expenses 2017: $626,161Net Income 2017: $42,3632017Revenue 2018: $623,908Expenses 2018: $862,766Net Income 2018: -$238,8582018Revenue 2019: $731,621Expenses 2019: $840,803Net Income 2019: -$109,1822019Revenue 2020: $973,848Expenses 2020: $586,840Net Income 2020: $387,0082020Revenue 2021: $1,805,456Expenses 2021: $1,072,876Net Income 2021: $732,5802021Revenue 2022: $520,291Expenses 2022: $572,116Net Income 2022: -$51,8252022Revenue 2023: $650,664Expenses 2023: $510,311Net Income 2023: $140,3532023Revenue 2024: $897,110Expenses 2024: $408,223Net Income 2024: $488,8872024

Highlighted filing

2024

Revenue$897,110
Expenses$408,223
Net Income$488,887
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$19,885,403
Liabilities
$0
Net assets
$19,885,403
Revenue
$897,110
Expenses
$408,223
Net income
$488,887
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$0.90$0.41$0.49
2023Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$0.65$0.51$0.14
2022Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$0.52$0.57$0.05
2021Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$1.81$1.07$0.73
2020Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.97$0.59$0.39
2019Detailed filing. Detailed filing data is available for this year.$18.1$0.00$18.1$0.73$0.84$0.11
2018Detailed filing. Detailed filing data is available for this year.$18.3$0.00$18.3$0.62$0.86$0.24
2017Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.67$0.63$0.04
2016Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.33$0.62$0.30
2015Summary only. Only limited summary data is available for this year.$18.7$0.00$18.7$0.74$0.73$0.01
2014Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$0.96$0.74$0.22
2013Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.90$0.76$0.14
2012Summary only. Only limited summary data is available for this year.$18.4$0.00$18.4$1.32$1.55$0.24
2011Summary only. Only limited summary data is available for this year.$18.6$0.00$18.6$1.43$0.08$1.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 26, 2025
Return Version
2024v5.1
Gross Receipts
$6,804,923
Mission and Program Overview

Mission

To provide retiree medical benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$19,356,608$19,885,403▲ $528,795
Investments in Publicly Traded Securities$19,069,853$19,586,027▲ $516,174
Savings and Temporary Cash Investments$286,755$299,376▲ $12,621
Total Assets$19,356,608$19,885,403▲ $528,795
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,356,608$19,885,403▲ $528,795
Total Liabilities and Net Assets / Fund Balance$19,356,608$19,885,403▲ $528,795
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleBaseTotal
Suzanne HansenTrustee$31,981$31,981

Board Members and Trustees

NameTitle
Nigel LockyerDirector and President
Lia MermingaDirector
David McglameryChief Financial Officer
John MyerCommittee Member
-General Counsel
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$797,385
Other Revenue
$99,725
Change in Net Assets
$488,887
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$31,981
Other Expenses$18,854
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$357,388--$357,388
Current Officers, Directors, Trustees, and Key Employees-$31,981-$31,981
Fees for Service Investment Mgmnt Fees-$12,455-$12,455
Other Expenses-$6,399-$6,399
Total Functional Expenses$357,388$50,835$0$408,223
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“A complete electronic copy of the organizations form 990 was provided to the trustee for review prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 19

“As a 501(c)(9) organization the trust is not required to make the documents referenced in question 19 available to the general public.”

Filing and Contact Details

Filer

Filer Name
Ssc Fra Fas 106 Post Retire Tr
EIN
54-1850793
Phone
8032511374
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8032511374
Signed
2025-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nigel Lockyer
Formed
1997
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
4
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Py accrued interest carryforward to 2024 of $12,205, cy accrued interest carryforward to 2025 of ($5,737), mutual fund earnings of ($2), market discount and accrued interest adjustments of $8,464, 2024 sales posted in 2025 of $27,483, oid adjustments of ($3,005), change in taxable income of $411, transactions reversed in 2025 of $82 and rounding of $7.”

Raw XML Appendix307 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE RETIREE MEDICAL BENEFITS
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0357388
IRS990/BenefitsToMembersGrp/TotalAmt0357388
IRS990/BooksInCareOfDetail/PersonNm0TRUIST BANK N A
IRS990/BooksInCareOfDetail/PhoneNum08032511374
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORLANDO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032891
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt019356608
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt019885403
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt031981
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt031981
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0357388
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0797385
IRS990/CYOtherExpensesAmt018854
IRS990/CYOtherRevenueAmt099725
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0488887
IRS990/CYSalariesCompEmpBnftPaidAmt031981
IRS990/CYTotalExpensesAmt0408223
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0897110
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0RETIREE MEDICAL BENEFITS
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt012455
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt012455
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0TRUIST BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0NIGEL LOCKYER
IRS990/Form990PartVIISectionAGrp/PersonNm1LIA MERMINGA
IRS990/Form990PartVIISectionAGrp/PersonNm2SUZANNE HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID MCGLAMERY
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN MYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt231981
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR AND PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5GENERAL COUNSEL
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0146768
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06054581
IRS990/GrossReceiptsAmt06804923
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0650617
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0650617
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt019069853
IRS990/InvestmentsPubTradedSecGrp/EOYAmt019586027
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05907813
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE RETIREE MEDICAL BENEFITS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt019356608
IRS990/NetAssetsOrFundBalancesEOYAmt019885403
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0146768
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0146768
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt039908
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06399
IRS990/OtherExpensesGrp/TotalAmt06399
IRS990/OtherRevenueMiscGrp/BusinessCd0900001
IRS990/OtherRevenueMiscGrp/Desc0CLAIM REBATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt099725
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt099725
IRS990/OtherRevenueTotalAmt099725
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0NIGEL LOCKYER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900001
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0450079
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0426758
IRS990/PYOtherExpensesAmt08749
IRS990/PYOtherRevenueAmt095564
IRS990/PYProgramServiceRevenueAmt0128342
IRS990/PYRevenuesLessExpensesAmt0140353
IRS990/PYSalariesCompEmpBnftPaidAmt051483
IRS990/PYTotalExpensesAmt0510311
IRS990/PYTotalRevenueAmt0650664
IRS990/ReconcilationRevenueExpnssAmt0488887
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0286755
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0299376
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE ELECTRONIC COPY OF THE ORGANIZATIONS FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS A 501(C)(9) ORGANIZATION THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PY ACCRUED INTEREST CARRYFORWARD TO 2024 OF $12,205, CY ACCRUED INTEREST CARRYFORWARD TO 2025 OF ($5,737), MUTUAL FUND EARNINGS OF ($2), MARKET DISCOUNT AND ACCRUED INTEREST ADJUSTMENTS OF $8,464, 2024 SALES POSTED IN 2025 OF $27,483, OID ADJUSTMENTS OF ($3,005), CHANGE IN TAXABLE INCOME OF $411, TRANSACTIONS REVERSED IN 2025 OF $82 AND ROUNDING OF $7.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0FERMI RESEARCH ALLIANCE LLC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0571239010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCIENTIFIC RESEARCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 500 MS 126
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BATAVIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060510
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt019356608
IRS990/TotalAssetsEOYAmt019885403
IRS990/TotalAssetsGrp/BOYAmt019356608
IRS990/TotalAssetsGrp/EOYAmt019885403
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050835
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0357388
IRS990/TotalFunctionalExpensesGrp/TotalAmt0408223
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019356608
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019885403
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt031981
IRS990/TotalRevenueGrp/ExclusionAmt0797385
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt099725
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0897110
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019356608
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019885403
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 500
IRS990/USAddress/CityNm0BATAVIA
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060510
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08032511374
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SSC FRA FAS 106 POST RETIRE TR
ReturnHeader/Filer/BusinessNameControlTxt0SSCR
ReturnHeader/Filer/EIN0541850793
ReturnHeader/Filer/PhoneNum08032511374
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 919798
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328919798
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02025-04-28T12:01:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.