Civic Intelligence

The Jim & Paula Mcdonald Charitable Trust

EIN 58-6429849 • Duluth, GA

2875 Darlington PointeDuluth, GA 30097
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

88th percentile

55%

Higher net margin than 88% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

99th percentile

$250,000

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

179%

Faster revenue growth than 94% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,133,984

Up $1,385,599 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,133,984

Up $1,385,599 (+18%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin88th percentile

Revenue

Up

$3,016,141

Up $1,933,863 (+179%) from 2023

Expenses

Up

$1,351,285

Up $133,576 (+11%) from 2023

Net Income

Up

$1,664,856

Up $1,800,287 (+1329%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$10M$5.0M$0Assets 2011: $5,111,786Liabilities 2011: $0Net Assets 2011: $5,111,7862011Assets 2012: $5,333,463Liabilities 2012: $0Net Assets 2012: $5,333,4632012Assets 2013: $5,706,351Liabilities 2013: $0Net Assets 2013: $5,706,3512013Assets 2014: $5,704,426Liabilities 2014: $0Net Assets 2014: $5,704,4262014Assets 2015: $5,615,211Liabilities 2015: $0Net Assets 2015: $5,615,2112015Assets 2016: $6,711,220Liabilities 2016: $0Net Assets 2016: $6,711,2202016Assets 2017: $7,788,277Liabilities 2017: $0Net Assets 2017: $7,788,2772017Assets 2018: $8,429,717Liabilities 2018: $0Net Assets 2018: $8,429,7172018Assets 2019: $8,810,876Liabilities 2019: $0Net Assets 2019: $8,810,8762019Assets 2020: $8,834,085Liabilities 2020: $0Net Assets 2020: $8,834,0852020Assets 2021: $8,179,190Liabilities 2021: $0Net Assets 2021: $8,179,1902021Assets 2022: $7,883,816Liabilities 2022: $0Net Assets 2022: $7,883,8162022Assets 2023: $7,748,385Liabilities 2023: $0Net Assets 2023: $7,748,3852023Assets 2024: $9,133,984Liabilities 2024: $0Net Assets 2024: $9,133,9842024

Highlighted filing

2024

Assets$9,133,984
Liabilities$0
Net Assets$9,133,984
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $515,9422011Expenses 2012: $261,1982012Revenue 2013: $752,574Expenses 2013: $379,686Net Income 2013: $372,8882013Revenue 2014: $882,723Expenses 2014: $884,648Net Income 2014: -$1,9252014Revenue 2015: $669,710Expenses 2015: $758,925Net Income 2015: -$89,2152015Revenue 2016: $911,433Expenses 2016: $160,098Net Income 2016: $751,3352016Revenue 2017: $1,329,836Expenses 2017: $789,185Net Income 2017: $540,6512017Revenue 2018: $2,320,078Expenses 2018: $837,368Net Income 2018: $1,482,7102018Revenue 2019: $1,923,745Expenses 2019: $1,030,016Net Income 2019: $893,7292019Revenue 2020: $1,619,742Expenses 2020: $1,050,620Net Income 2020: $569,1222020Revenue 2021: $693,921Expenses 2021: $1,348,816Net Income 2021: -$654,8952021Revenue 2022: $789,516Expenses 2022: $1,084,890Net Income 2022: -$295,3742022Revenue 2023: $1,082,278Expenses 2023: $1,217,709Net Income 2023: -$135,4312023Revenue 2024: $3,016,141Expenses 2024: $1,351,285Net Income 2024: $1,664,8562024

Highlighted filing

2024

Revenue$3,016,141
Expenses$1,351,285
Net Income$1,664,856
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$9,133,984
Liabilities
$0
Net assets
$9,133,984
Revenue
$3,016,141
Expenses
$1,351,285
Net income
$1,664,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$3.02$1.35$1.66
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.75$0.00$7.75$1.08$1.22$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.88$0.00$7.88$0.79$1.08$0.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.18$0.00$8.18$0.69$1.35$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.83$0.00$8.83$1.62$1.05$0.57
2019Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$1.92$1.03$0.89
2018Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$2.32$0.84$1.48
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.79$0.00$7.79$1.33$0.79$0.54
2016Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.91$0.16$0.75
2015Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.67$0.76$0.09
2014Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.88$0.88$0.00
2013Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.75$0.38$0.37
2012Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.26
2011Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 29, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ASHLEY M TAYLORDirectorPT$250,000-$250,000
JAMES F MCDONALDTrustee-$0--
PAULA S MCDONALDDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Jim & Paula Mcdonald Charitable
EIN
58-6429849
Phone
7709057744
Address
2875 DARLINGTON POINTE, DULUTH, GA 30097

Signing Officer

Name
Ashley Taylor
Title
Officer
Phone
7709057744
Signed
2025-03-29
Discuss with paid preparer
Yes

Preparer

Firm
Jaynes Reitmeier Boyd & Therrell Pc
Address
5400 BOSQUE BLVD STE 600, WACO, TX 76710-4459
Preparer
Misti Johnston
Phone
2547764190
Raw XML AppendixShowing 400 of 551 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/Amt03800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01900
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt061878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2164876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4792772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5683908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt641543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt743523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt858263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9112109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1073073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11390015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12138941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13429395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14543026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15127123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1696163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1732119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1857327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1952210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20129491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2184529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22157390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2359613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24128165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25196592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt268891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27325205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2895837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt294022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3014360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3150002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32115324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3349918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34167260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02025898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1763769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2246228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt396950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42456149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51217043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt688836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7107570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81214850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9836329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101174410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112737362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12421099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131414144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141337986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15582700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16239950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1778680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18245070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19118033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20731116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21814440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22166150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt231957687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24471898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25448296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26402700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27340765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28110571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2912979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3059200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31284536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32173273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33114491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34167261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CADENCE DESIGN SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CHURCHILL DOWNS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6EDWARDS LIFESCIENCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES CORE S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ISHARES CORE S&P US VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES ET RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES ET RUSSELL 2000 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES ET US HEALTHCARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ISHARES ET US HEALTHCARE PROVIDERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ISHARES RUSSELL 1000 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ISHARES US MEDICAL DEVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ISHARES US PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PHILLIPS 66- FIDELITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PROCTOR AND GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26VERTEX PHRAMECEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PHILLIPS 66- WF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHURCHILL DOWNS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CIGNA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JP MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32T-MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34FEDERATED HERMES TREASURY OBLIGATIONS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03246102
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03287636
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0417521
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01878319
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0122742
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02418582
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02418582
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01878319
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0125000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0250000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01091600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01091600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0597559
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0417521
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0417521
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01664856
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03491388
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0122742
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0122742
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01878319
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02291682
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05885
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01218500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0126900
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01351285
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02418582
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03016141
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0126900
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0126900
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0259685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42006-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52010-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt013198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt210195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt359745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt468017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5222800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt644439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt77279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt848814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11631000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt386536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt481240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5412173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61011816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt750219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8219672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt386536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt481240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5412173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61011816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt750219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8219672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt030970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3146281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4149257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5634973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61056255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt757498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8268486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11631000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ISHARES U.S. PHARMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MEDTRONIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2US BANCORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CISCO SYSTEMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ISHARES RUSSELL 1000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ISHARES U.S. PHARMA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6APPLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CHARTER COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8GLOBAL PAYMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10UNITED STATES TREAS BILLS ZERO 912797HF7
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11UNITED STATES TREAS BILLS ZERO Z912797HE0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01878319
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01664856
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0279257
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09413241
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07748385
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09133984
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01239244
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01239244
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01239244
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01271098
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt031854
IRS990PF/DistributableAmountGrp/TotalTaxAmt031854
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt031854
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt031854
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt031854
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt027134
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04720
IRS990PF/FMVAssetsEOYAmt027252083
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0486960
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0486960
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05788606
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05581854
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt023658419
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07261425
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt08647024
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0338633
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0306028
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0306028
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07748385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09133984
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027252083
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07748385
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09133984
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07748385
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09133984
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01621144
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt03246102
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt03287636
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025809101
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0450100
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt025359001
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0387137
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01271098
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt025421964
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025809101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt27.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2250000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES F MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAULA S MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ASHLEY M TAYLOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04101 GULFHSHORE BLVD N 8 SOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14101 GULFHSHORE BLVD N 8 SOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22875 DARLINGTON POINTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DULUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd230097
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01218500
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01218500
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/PayCompDisqualifiedPrsnInd01
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/IndividualWithBooksNm0ASHLEY M TAYLOR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02895 DARLINGTON POINTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DULUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030097
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07709057744
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 F MCDONALD
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1PAULA S MCDONALD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1685000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $5M-$10M nonprofits