Civic Intelligence

The Pollock Foundation Inc

990PF • Fiscal year 2015 • EIN 58-2505035

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 25, 2016

1138 Glenn AvenueAugusta, GA 30904

(706) 733-0537

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

84th percentile

32%

Higher net margin than 84% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

64th percentile

4.4%

Faster asset growth than 64% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

7.0%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$573,279

Up $24,016 (+4.4%) from 2014

Net Assets

Up

$573,279

Up $24,016 (+4.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$82,797

Up $5,411 (+7.0%) from 2014

Expenses

Up

$56,170

Up $1,496 (+2.7%) from 2014

Net Income

Up

$26,627

Up $3,915 (+17%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $454,398Liabilities 2010: $0Net Assets 2010: $454,3982010Assets 2011: $488,837Liabilities 2011: $0Net Assets 2011: $488,8372011Assets 2012: $506,264Liabilities 2012: $0Net Assets 2012: $506,2642012Assets 2013: $524,828Liabilities 2013: $0Net Assets 2013: $524,8282013Assets 2014: $549,263Liabilities 2014: $0Net Assets 2014: $549,2632014Assets 2015: $573,279Liabilities 2015: $0Net Assets 2015: $573,2792015Assets 2016: $583,033Liabilities 2016: $0Net Assets 2016: $583,0332016Assets 2017: $609,381Liabilities 2017: $471Net Assets 2017: $608,9102017Assets 2018: $592,355Liabilities 2018: $0Net Assets 2018: $592,3552018Assets 2019: $625,669Liabilities 2019: $0Net Assets 2019: $625,6692019Assets 2020: $649,330Liabilities 2020: $0Net Assets 2020: $649,3302020Assets 2021: $678,067Liabilities 2021: $0Net Assets 2021: $678,0672021Assets 2022: $1,033,538Liabilities 2022: $0Net Assets 2022: $1,033,5382022Assets 2023: $1,316,397Liabilities 2023: $0Net Assets 2023: $1,316,3972023Assets 2024: $1,471,596Liabilities 2024: $0Net Assets 2024: $1,471,5962024

Highlighted filing

2015

Assets$573,279
Liabilities$0
Net Assets$573,279

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $43,2192010Expenses 2011: $53,0402011Expenses 2012: $50,4812012Revenue 2013: $63,323Expenses 2013: $50,493Net Income 2013: $12,8302013Revenue 2014: $77,386Expenses 2014: $54,674Net Income 2014: $22,7122014Revenue 2015: $82,797Expenses 2015: $56,170Net Income 2015: $26,6272015Revenue 2016: $70,267Expenses 2016: $60,513Net Income 2016: $9,7542016Revenue 2017: $98,036Expenses 2017: $72,159Net Income 2017: $25,8772017Revenue 2018: $55,850Expenses 2018: $72,405Net Income 2018: -$16,5552018Revenue 2019: $107,508Expenses 2019: $74,194Net Income 2019: $33,3142019Revenue 2020: $83,895Expenses 2020: $60,234Net Income 2020: $23,6612020Revenue 2021: $103,117Expenses 2021: $74,380Net Income 2021: $28,7372021Revenue 2022: $414,947Expenses 2022: $59,476Net Income 2022: $355,4712022Revenue 2023: $412,619Expenses 2023: $63,029Net Income 2023: $349,5902023Revenue 2024: $290,553Expenses 2024: $91,632Net Income 2024: $198,9212024

Highlighted filing

2015

Revenue$82,797
Expenses$56,170
Net Income$26,627
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 25, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
R JOSEPH POLLOCKCOO/Treasurer-$0--
ELIZABETH B POLLOCKCEO/Secretary-$0--
AMY P HARRIMANDirector-$0--
JASON B HARRIMANDirector-$0--
MARK B POLLOCKDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Pollock Foundation Inc
EIN
58-2505035
Phone
7067330537
Address
1138 GLENN AVENUE, AUGUSTA, GA 30904

Signing Officer

Name
R Joseph Pollock
Title
COO/treasurer
Phone
7067330537
Signed
2016-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Serotta Maddocks Evans & Co Cpas
Address
1231 AUGUSTA WEST PARKWAY, AUGUSTA, GA 30909
Preparer
Rick L Evans
Phone
7068633637
Raw XML AppendixShowing 400 of 423 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/OfficerDirTrstKeyEmplGrp/PersonNm0R JOSEPH POLLOCK
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0735844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0693641
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0639128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0588747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0535517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt036000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.219797
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt035738
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt036000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0262
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt036000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04/7
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DIVIDENDS AND INVESTMENTS IN PORTFOLIO INVESTMENT PARTNERSHIPS TO CARRY OUT THE CHARTIABLE PURPOSES OF THE FOUNDATION. THE GOAL OF THE FOUNDATION IS TO EARN A RETURN IN EXCESS OF THE MINIMUM INVESTMENT RETURN REQUIRED TO BE DISTRBUTED THUS PROTECTING THE CAPITAL OF THE FOUNDATION AND ENABLING THE FOUNDATION TO CONTINUE TO GRANT GIFTS.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1CAPITAL GAIN DISTRIBUTIONS TO CARRY OUT THE CHARITABLE PURPOSE OF FOUNDATION AND ENABLING THE FOUNDATION TO CONTINUE TO GRANT GIFTS.
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/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/IndividualWithBooksNm0ELIZABETH B POLLOCK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01138 GLENN AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0AUGUSTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030904
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07067330537
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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST WITH COPY OF TAX EXEMPTION LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0R JOSEPH POLLOCK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07067330537
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01138 GLENN AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0AUGUSTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd030904
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PUBLICLY-SUPPORTED EXEMPT ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0R JOSEPH POLLOCK
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELIZABETH B POLLOCK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt118000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PAUL ANDERSON YOUTH HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1AUGUSTA TRAINING SHOP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501 (C) (3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01603 MCINTOSH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11704 JENKINS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VIDALIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1AUGUSTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030474
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130904
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036000
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/AppliedToCurrentYearAmt0416
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt035584
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt039361
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038945
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035584
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ELIZABETH B POLLOCK
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1R JOSEPH POLLOCK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01138 GLENN AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11138 GLENN AVENUE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0AUGUSTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1AUGUSTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1GA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd030904
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd130904
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt026000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt126000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt027087
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MASS MUTUAL LIFE INS - ELIZABETH POLLOCK
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1MASS MUTUAL LIFE INS - R JOSEPH POLLOCK
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt027087
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt11
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt056830
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1192087
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02645
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK DIFFERENCE ON K-1 PPB ADVISORS SER FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LIFE INSURANCE PREMIUMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1EXPENSES\LOSS FROM K-1 PPB ADVISORS ALT SER FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11281
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11281
OtherIncreasesSchedule/OtherIncreasesDetail/Amt034
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TAX EXEMPT INCOME ON K-1 PPB ADVISORS SER FUND
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11442
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUST FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01827
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11442
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0R JOSEPH POLLOCK
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1ELIZABETH B POLLOCK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01138 GLENN AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt11138 GLENN AVENUE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0AUGUSTA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1AUGUSTA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0GA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1GA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd030904
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd130904
TaxesSchedule/TaxesDetail/Amt066
TaxesSchedule/TaxesDetail/Amt1324
TaxesSchedule/TaxesDetail/Amt2230
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX AND FEES
TaxesSchedule/TaxesDetail/CategoryTxt1UNRELATED INCOME TAXES FED/GA
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL 990PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt066
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0R JOSEPH POLLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07067330537

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.29$0.09$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.41$0.06$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.41$0.06$0.36
2021Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.08$0.06$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.11$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.06$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.10$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.07$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.08$0.06$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.08$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.06$0.05$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.05
2010Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.04