Civic Intelligence

Hofmann Foundation Charitable Trust

990PF • Fiscal year 2019 • EIN 54-6440900

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 15, 2020

464 Golden Gate PtSarasota, FL 34236

(703) 978-4515

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-522%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Assets

Down

$39,372

Down $36,776 (-48%) from 2015

Net Assets

$39,372

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$3,933

Down $7,517 (-66%) from 2015

Expenses

Up

$24,477

Up $14,752 (+152%) from 2015

Net Income

Down

-$20,544

Down $22,269 (-1291%) from 2015

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $97,405Liabilities 2011: $02011Assets 2012: $90,949Liabilities 2012: $02012Assets 2013: $82,367Liabilities 2013: $02013Assets 2014: $74,423Liabilities 2014: $02014Assets 2015: $76,148Liabilities 2015: $02015Assets 2019: $39,372Liabilities 2019: $0Net Assets 2019: $39,3722019Assets 2020: $33,924Liabilities 2020: $0Net Assets 2020: $33,9242020Assets 2021: $34,225Liabilities 2021: $0Net Assets 2021: $34,2252021Assets 2022: $33,682Liabilities 2022: $0Net Assets 2022: $33,6822022Assets 2023: $29,922Liabilities 2023: $0Net Assets 2023: $29,9222023Assets 2024: $29,239Liabilities 2024: $0Net Assets 2024: $29,2392024

Highlighted filing

2019

Assets$39,372
Liabilities$0
Net Assets$39,372

Operations Trend

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

$40K$20K$0-$20K-$40KRevenue 2011: $985Expenses 2011: $7,529Net Income 2011: -$6,5442011Revenue 2012: $1,101Expenses 2012: $7,557Net Income 2012: -$6,4562012Revenue 2013: $1,349Expenses 2013: $9,931Net Income 2013: -$8,5822013Revenue 2014: $1,589Expenses 2014: $9,533Net Income 2014: -$7,9442014Revenue 2015: $11,450Expenses 2015: $9,725Net Income 2015: $1,7252015Revenue 2019: $3,933Expenses 2019: $24,477Net Income 2019: -$20,5442019Revenue 2020: $4,318Expenses 2020: $9,766Net Income 2020: -$5,4482020Revenue 2021: $10,080Expenses 2021: $9,779Net Income 2021: $3012021Revenue 2022: $11,815Expenses 2022: $12,358Net Income 2022: -$5432022Revenue 2023: $8,586Expenses 2023: $12,346Net Income 2023: -$3,7602023Revenue 2024: $9,121Expenses 2024: $9,804Net Income 2024: -$6832024

Highlighted filing

2019

Revenue$3,933
Expenses$24,477
Net Income-$20,544
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 15, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDITH L HOFMANNPressec-$0--
GEORGE R HOFMANNVptres-$0--
Filing and Contact Details

Filer

Filer Name
Hofmann Foundation Charitable Trust
EIN
54-6440900
Address
464 GOLDEN GATE PT, SARASOTA, FL 34236

Signing Officer

Name
Judith L Hofmann
Title
President
Phone
9413660394
Signed
2020-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Terri L Hatterick CPA Pllc
Address
11312 HENDERSON ROAD, Fairfax Station, VA 22039
Preparer
Terri L Hatterick
Phone
7039784515
Raw XML Appendix339 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/Amt02250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt220060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt030090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt221952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BECTON DICKINSON & CO 111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1COMMUNITY BANK 380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2TROWE PRICE BLUE CHIP GR 177
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt0996
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0996
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0996
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02937
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt022150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0970
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0970
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20544
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt046369
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02937
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01606
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt022150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02327
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024477
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03933
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02327
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31999-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41999-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51999-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt232893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt232975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0113 T ROWE PRICE VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1176 T ROWE PRICE VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2948 T ROWE PRICE VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35 BECTON DICKINSON AND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc48 BECTON DICKINSON AND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPTIAL GAIN DISTRIBUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02937
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20544
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt039372
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt059916
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt039372
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04131
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04131
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04131
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04147
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016
IRS990PF/DistributableAmountGrp/TotalTaxAmt016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt081085
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt059916
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt049582
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0689
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02112
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02112
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt059227
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt037260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt078973
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-10210
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt059916
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt039372
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt081085
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt059916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt039372
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt059916
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt039372
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt084203
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01232
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt082971
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01263
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04147
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt082940
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt084203
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JUDITH L HOFMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GEORGE R HOFMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESSEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VPTRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0464 GOLDEN GATE PT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1464 GOLDEN GATE PT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt010755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt020611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt017257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt014400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.129672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.213428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.158675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.132031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.072911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.071314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt082940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt096571
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0108757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0109065
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0110752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0110708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt022150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.648359
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt022134
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt022150
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt016
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt022150
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt004
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DIVIDEND INCOME IS ON EARNINGS ON SECURITIES
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/IndividualWithBooksNm0JUDITH L HOFMANN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0464 GOLDEN GATE PT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARASOTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034236
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09413660394
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE DIRECT CONTRIBUTIONS LIST ATTACHED
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JUDITH L and GEORGE R HOFMANN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE ASOLO REPERTORY THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DENIZEN THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2NAVY MARINE CORPS RELIEF SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3URBANITE THEATRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MARINE CORPS LEAGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0555 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110 MAIN STREET SUITE 501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2875 N RANDOLPH ST SUITE 225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31487 SECOND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43619 JEFF DAVIS HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW PALTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4STAFFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd112561
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2222031767
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422554
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022150
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/AppliedToCurrentYearAmt04131
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04131
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012031
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02385
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02385
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057596
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012031
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02652
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022150
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018019
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059981
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt041962
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt077
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt077
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDITH L HOFMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09413660394
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOFMANN FOUNDATION CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HOFM
ReturnHeader/Filer/EIN0546440900
ReturnHeader/Filer/USAddress/AddressLine1Txt0464 GOLDEN GATE PT
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034236
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04440F3FBA7246C43B3CAA0966B16DC1FEE166612
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04440F3FBA7246C43B3CAA0966B16DC1FEE166612
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05485862020294ry55hkk
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-20
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.100.23.143
ReturnHeader/FilingSecurityInformation/IPDt02020-10-20
ReturnHeader/FilingSecurityInformation/IPTm012:58:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271383858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRI L HATTERICK CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011312 HENDERSON ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fairfax Station
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022039
ReturnHeader/PreparerPersonGrp/PhoneNum07039784515
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRI L HATTERICK
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-10-20T12:56:31-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • <$500k nonprofits