Civic Intelligence

Albert L Ueltschi Foundation

EIN 55-0838858 • Vero Beach, FL

3055 Cardinal Drive 204Vero Beach, FL 32963-3512
Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

$250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

$250M-$1B nonprofits • Source year 2024

Net Margin

8th percentile

-27%

Higher net margin than 8% of similar nonprofits.

$250M-$1B nonprofits • Source year 2024

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

$250M-$1B nonprofits • Source year 2024

Asset Growth

19th percentile

-1.3%

Faster asset growth than 19% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

13%

Faster revenue growth than 60% of similar nonprofits.

$250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$267,247,121

Down $3,472,799 (-1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$267,247,121

Down $3,472,799 (-1.3%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin8th percentile

Revenue

Up

$13,311,947

Up $1,579,316 (+13%) from 2023

Expenses

Up

$16,903,529

Up $152,395 (+0.9%) from 2023

Net Income

Up

-$3,591,582

Up $1,426,921 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$400M$300M$200M$100M$0Assets 2010: $4,306,005Liabilities 2010: $0Net Assets 2010: $4,306,0052010Assets 2011: $4,085,271Liabilities 2011: $0Net Assets 2011: $4,085,2712011Assets 2012: $5,402,211Liabilities 2012: $12012Assets 2013: $186,039,921Liabilities 2013: $0Net Assets 2013: $186,039,9212013Assets 2014: $161,344,519Liabilities 2014: $0Net Assets 2014: $161,344,5192014Assets 2015: $140,474,452Liabilities 2015: $0Net Assets 2015: $140,474,4522015Assets 2016: $129,864,451Liabilities 2016: $0Net Assets 2016: $129,864,4512016Assets 2017: $307,490,772Liabilities 2017: $0Net Assets 2017: $307,490,7722017Assets 2018: $297,855,153Liabilities 2018: $0Net Assets 2018: $297,855,1532018Assets 2019: $296,442,941Liabilities 2019: $0Net Assets 2019: $296,442,9412019Assets 2020: $292,729,369Liabilities 2020: $397Net Assets 2020: $292,728,9722020Assets 2021: $287,931,919Liabilities 2021: $0Net Assets 2021: $287,931,9192021Assets 2022: $275,780,930Liabilities 2022: $0Net Assets 2022: $275,780,9302022Assets 2023: $270,719,920Liabilities 2023: $0Net Assets 2023: $270,719,9202023Assets 2024: $267,247,121Liabilities 2024: $0Net Assets 2024: $267,247,1212024

Highlighted filing

2024

Assets$267,247,121
Liabilities$0
Net Assets$267,247,121
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$200M$100M$0-$100MExpenses 2010: $3,2752010Expenses 2011: $582,3882011Revenue 2012: $3,097,702Expenses 2012: $2,555,955Net Income 2012: $541,7472012Revenue 2013: $187,640,716Expenses 2013: $7,003,006Net Income 2013: $180,637,7102013Revenue 2014: -$201,562Expenses 2014: $24,522,490Net Income 2014: -$24,724,0522014Revenue 2015: $889,885Expenses 2015: $21,514,061Net Income 2015: -$20,624,1762015Revenue 2016: $681,117Expenses 2016: $11,492,073Net Income 2016: -$10,810,9562016Revenue 2017: $189,555,275Expenses 2017: $11,882,547Net Income 2017: $177,672,7282017Revenue 2018: $5,168,785Expenses 2018: $14,647,611Net Income 2018: -$9,478,8262018Revenue 2019: $7,993,945Expenses 2019: $9,328,499Net Income 2019: -$1,334,5542019Revenue 2020: $4,441,936Expenses 2020: $8,194,346Net Income 2020: -$3,752,4102020Revenue 2021: $1,247,906Expenses 2021: $6,175,823Net Income 2021: -$4,927,9172021Revenue 2022: $1,645,239Expenses 2022: $13,863,123Net Income 2022: -$12,217,8842022Revenue 2023: $11,732,631Expenses 2023: $16,751,134Net Income 2023: -$5,018,5032023Revenue 2024: $13,311,947Expenses 2024: $16,903,529Net Income 2024: -$3,591,5822024

Highlighted filing

2024

Revenue$13,311,947
Expenses$16,903,529
Net Income-$3,591,582
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$267,247,121
Liabilities
$0
Net assets
$267,247,121
Revenue
$13,311,947
Expenses
$16,903,529
Net income
-$3,591,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$267$0.00$267$13.3$16.9$3.59
2023Detailed filing. Detailed filing data is available for this year.$271$0.00$271$11.7$16.8$5.02
2022Detailed filing. Detailed filing data is available for this year.$276$0.00$276$1.65$13.9$12.2
2021Detailed filing. Detailed filing data is available for this year.$288$0.00$288$1.25$6.18$4.93
2020Detailed filing. Detailed filing data is available for this year.$293$0.00$293$4.44$8.19$3.75
2019Detailed filing. Detailed filing data is available for this year.$296$0.00$296$7.99$9.33$1.33
2018Detailed filing. Detailed filing data is available for this year.$298$0.00$298$5.17$14.6$9.48
2017Detailed filing. Detailed filing data is available for this year.$307$0.00$307$190$11.9$178
2016Detailed filing. Detailed filing data is available for this year.$130$0.00$130$0.68$11.5$10.8
2015Detailed filing. Detailed filing data is available for this year.$140$0.00$140$0.89$21.5$20.6
2014Detailed filing. Detailed filing data is available for this year.$161$0.00$161$0.20$24.5$24.7
2013Detailed filing. Detailed filing data is available for this year.$186$0.00$186$188$7.00$181
2012Summary only. Only limited summary data is available for this year.$5.40$0.00$3.10$2.56$0.54
2011Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.58
2010Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES T UELTSCHITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Albert L Ueltschi Foundation
EIN
55-0838858
Phone
7728379709
Address
3055 CARDINAL DRIVE 204, VERO BEACH, FL 32963-3512

Signing Officer

Name
James T Ueltschi
Title
Trustee
Phone
7728379709
Signed
2025-09-10
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Frank Smith
Phone
2022274000
Raw XML Appendix372 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BANK OF AMERICA PRIVATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0109975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt158487
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt050 HUDSON YARDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1132 ROYAL PALM WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd010001
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd133480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES T UELTSCHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0471 INDIAN HARBOR ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0VERO BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt016387868
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt016387868
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01899 L ST NW 850
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CBIZ ADVISORS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02022274120
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAMES T UELTSCHI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016385000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0HELP ME SEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 EVERTRUST PLAZA SUITE 308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0JERSEY CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd007302
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016385000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09048570
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07339298
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016126593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016387868
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07078023
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07339298
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0368
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0368
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt04485
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04485
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0WIRE TRANSFER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PARTNERSHIP INVESTMENT K-1 LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0240
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1126
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0118783
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK TO TAX ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt058487
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1138572
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt217736
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES - BANK OF AMERICA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2PARTNERSHIP INVESTMENT K-1
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt058487
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1137572
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt217736
TaxesSchedule/TaxesDetail/Amt0300000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES T UELTSCHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07728379709
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT L UELTSCHI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0550838858
ReturnHeader/Filer/PhoneNum07728379709
ReturnHeader/Filer/USAddress/AddressLine1Txt03055 CARDINAL DRIVE 204
ReturnHeader/Filer/USAddress/CityNm0VERO BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0329633512
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01899 L STREET NW 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WASHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0DC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020036
ReturnHeader/PreparerPersonGrp/PhoneNum02022274000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK SMITH
ReturnHeader/ReturnTs02025-09-10T12:37:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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