Civic Intelligence

The Samuel M Fleming Foundation

990PF • Fiscal year 2023 • EIN 58-2026295

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 30, 2024

Organization Profile
PO Box 59324Nashville, TN 37205

(615) 386-7302

Siviq Scores

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

Liabilities / Assets

41st percentile

0.02x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.45x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

6th percentile

-135%

Higher net margin than 6% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

40th percentile

$50,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 15.2% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

14th percentile

-6.1%

Faster asset growth than 14% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

153%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$6,977,233

Down $454,227 (-6.1%) from 2022

Net Assets

Down

$6,829,633

Down $443,234 (-6.1%) from 2022

Liabilities

Down

$147,600

Down $10,993 (-6.9%) from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin6th percentile

Revenue

Up

$329,482

Up $199,212 (+153%) from 2022

Expenses

Down

$772,716

Down $46,576 (-5.7%) from 2022

Net Income

Up

-$443,234

Up $245,788 (+36%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$10M$5.0M$0Assets 2011: $5,903,622Liabilities 2011: $02011Assets 2012: $6,409,605Liabilities 2012: $02012Assets 2013: $6,957,271Liabilities 2013: $02013Assets 2014: $7,410,956Liabilities 2014: $02014Assets 2015: $7,651,602Liabilities 2015: $02015Assets 2018: $8,621,523Liabilities 2018: $124,301Net Assets 2018: $8,497,2222018Assets 2019: $8,584,559Liabilities 2019: $159,933Net Assets 2019: $8,424,6262019Assets 2020: $8,145,688Liabilities 2020: $154,340Net Assets 2020: $7,991,3482020Assets 2021: $8,138,792Liabilities 2021: $176,903Net Assets 2021: $7,961,8892021Assets 2022: $7,431,460Liabilities 2022: $158,593Net Assets 2022: $7,272,8672022Assets 2023: $6,977,233Liabilities 2023: $147,600Net Assets 2023: $6,829,6332023Assets 2024: $8,303,818Liabilities 2024: $33,082Net Assets 2024: $8,270,7362024

Highlighted filing

2023

Assets$6,977,233
Liabilities$147,600
Net Assets$6,829,633
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $757,532Expenses 2011: $395,444Net Income 2011: $362,0882011Revenue 2012: $978,930Expenses 2012: $472,947Net Income 2012: $505,9832012Revenue 2013: $1,034,517Expenses 2013: $486,851Net Income 2013: $547,6662013Revenue 2014: $959,849Expenses 2014: $506,164Net Income 2014: $453,6852014Revenue 2015: $737,984Expenses 2015: $497,338Net Income 2015: $240,6462015Revenue 2018: $852,004Expenses 2018: $598,928Net Income 2018: $253,0762018Revenue 2019: $626,671Expenses 2019: $695,055Net Income 2019: -$68,3842019Revenue 2020: $230,984Expenses 2020: $671,825Net Income 2020: -$440,8412020Revenue 2021: $693,147Expenses 2021: $722,606Net Income 2021: -$29,4592021Revenue 2022: $130,270Expenses 2022: $819,292Net Income 2022: -$689,0222022Revenue 2023: $329,482Expenses 2023: $772,716Net Income 2023: -$443,2342023Revenue 2024: $2,157,992Expenses 2024: $886,909Net Income 2024: $1,271,0832024

Highlighted filing

2023

Revenue$329,482
Expenses$772,716
Net Income-$443,234
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL FLEMING WILTCo-TrusteePT$50,000-$50,000
JOANNE F HAYESCo-Trustee-$0--
SAM ANDERSON BANKSCo-Trustee-$0--
TOBY WILT IIICo-Trustee-$0--
MARSHALL ELIZABETH WILTCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The Samuel M Fleming Foundation
EIN
58-2026295
Phone
6153867302
Address
PO BOX 59324, NASHVILLE, TN 37205

Signing Officer

Name
Fleming Wilt
Title
Co-trustee
Phone
6153867302
Signed
2024-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Michael F Scarlett CPA Plc
Address
2 MARYLAND FARMS STE 120, BRENTWOOD, TN 37027
Preparer
Michael F Scarlett
Phone
6153774877
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PARTNERSHIP K-1 SHORT TERM GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DTC CORE FIXED INCOME CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DTC MULTI-STRATEGY CTF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3REIT INVESTMENT GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PARTNERSHIP K1- LONG TERM GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SECTION 1231 GAIN K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt038174
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-28934
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-443234
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06829633
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07272867
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06829633
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0649887
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0649887
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0649887
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0653063
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03176
IRS990PF/DistributableAmountGrp/TotalTaxAmt03176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06655
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06831
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06655
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03176
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09831
IRS990PF/FMVAssetsEOYAmt013263090
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03302868
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03437347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08488097
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03833875
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03379737
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04614844
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0158593
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0147600
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07272867
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06829633
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0294717
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0160149
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0160149
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07431460
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06977233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013263090
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0158593
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0147600
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07431460
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06977233
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07272867
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06829633
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt013260172
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0338760
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012921412
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0198903
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0653063
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013061269
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt013260172
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt050000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SAMUEL FLEMING WILT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOANNE F HAYES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SAM ANDERSON BANKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TOBY WILT III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARSHALL ELIZABETH WILT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 59324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12665 NORTH OCEAN BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 59324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 59324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 59324
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DEL RAY BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NASHVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd037205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133483
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd237205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd337205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd437205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0663392
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0663392
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
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/IndividualWithBooksNm0FRANK BENTON

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,977,233
Liabilities
$147,600
Net assets
$6,829,633
Revenue
$329,482
Expenses
$772,716
Net income
-$443,234
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.30$0.03$8.27$2.16$0.89$1.27
2023Detailed filing. Detailed filing data is available for this year.$6.98$0.15$6.83$0.33$0.77$0.44
2022Detailed filing. Detailed filing data is available for this year.$7.43$0.16$7.27$0.13$0.82$0.69
2021Detailed filing. Detailed filing data is available for this year.$8.14$0.18$7.96$0.69$0.72$0.03
2020Detailed filing. Detailed filing data is available for this year.$8.15$0.15$7.99$0.23$0.67$0.44
2019Detailed filing. Detailed filing data is available for this year.$8.58$0.16$8.42$0.63$0.70$0.07
2018Detailed filing. Detailed filing data is available for this year.$8.62$0.12$8.50$0.85$0.60$0.25
2015Summary only. Only limited summary data is available for this year.$7.65$0.00$0.74$0.50$0.24
2014Summary only. Only limited summary data is available for this year.$7.41$0.00$0.96$0.51$0.45
2013Summary only. Only limited summary data is available for this year.$6.96$0.00$1.03$0.49$0.55
2012Summary only. Only limited summary data is available for this year.$6.41$0.00$0.98$0.47$0.51
2011Summary only. Only limited summary data is available for this year.$5.90$0.00$0.76$0.40$0.36