Civic Intelligence

John E & Aliese Price Foundation Inc.

990PF • Fiscal year 2023 • EIN 59-1056841

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

Organization Profile
12553 New Brittany Blvd Bldg 32Fort Myers, FL 33907

(239) 939-0052

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

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

Liabilities / Revenue

38th percentile

0.05x

Higher debt load relative to revenue than 38% of similar nonprofits.

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

Net Margin

11th percentile

-69%

Higher net margin than 11% of similar nonprofits.

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

Top Officer Pay

38th percentile

$39,325

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 12.1% of source-year revenue.

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

Asset Growth

63rd percentile

8.4%

Faster asset growth than 63% of similar nonprofits.

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

Revenue Growth

32nd percentile

-5.0%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$9,382,823

Up $724,099 (+8.4%) from 2022

Net Assets

Up

$9,367,930

Up $712,071 (+8.2%) from 2022

Liabilities

Up

$14,893

Up $12,028 (+420%) from 2022

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin11th percentile

Revenue

Down

$325,564

Down $17,039 (-5.0%) from 2022

Expenses

Down

$548,627

Down $14,080 (-2.5%) from 2022

Net Income

Down

-$223,063

Down $2,959 (-1.3%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$15M$10M$5.0M$0Assets 2011: $9,101,696Liabilities 2011: $1,998Net Assets 2011: $9,099,6982011Assets 2012: $8,902,690Liabilities 2012: $0Net Assets 2012: $8,902,6902012Assets 2013: $8,742,222Liabilities 2013: $5932013Assets 2014: $8,992,195Liabilities 2014: $0Net Assets 2014: $8,992,1952014Assets 2015: $8,075,319Liabilities 2015: $0Net Assets 2015: $8,075,3192015Assets 2016: $8,141,505Liabilities 2016: $2,084Net Assets 2016: $8,139,4212016Assets 2017: $8,948,704Liabilities 2017: $3,728Net Assets 2017: $8,944,9762017Assets 2018: $8,010,163Liabilities 2018: $17,907Net Assets 2018: $7,992,2562018Assets 2019: $9,212,470Liabilities 2019: $2,376Net Assets 2019: $9,210,0942019Assets 2020: $10,137,792Liabilities 2020: $2,288Net Assets 2020: $10,135,5042020Assets 2021: $10,669,948Liabilities 2021: $6,130Net Assets 2021: $10,663,8182021Assets 2022: $8,658,724Liabilities 2022: $2,865Net Assets 2022: $8,655,8592022Assets 2023: $9,382,823Liabilities 2023: $14,893Net Assets 2023: $9,367,9302023Assets 2024: $9,900,890Liabilities 2024: $11,486Net Assets 2024: $9,889,4042024

Highlighted filing

2023

Assets$9,382,823
Liabilities$14,893
Net Assets$9,367,930
Open 2023 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $819,0432011Expenses 2012: $825,5882012Revenue 2013: $636,966Expenses 2013: $707,684Net Income 2013: -$70,7182013Revenue 2014: $648,389Expenses 2014: $784,616Net Income 2014: -$136,2272014Revenue 2015: $974,203Expenses 2015: $751,346Net Income 2015: $222,8572015Revenue 2016: $306,969Expenses 2016: $444,589Net Income 2016: -$137,6202016Revenue 2017: $495,323Expenses 2017: $418,618Net Income 2017: $76,7052017Revenue 2018: $1,190,281Expenses 2018: $481,037Net Income 2018: $709,2442018Revenue 2019: $117,615Expenses 2019: $306,418Net Income 2019: -$188,8032019Revenue 2020: $530,021Expenses 2020: $503,529Net Income 2020: $26,4922020Revenue 2021: $1,107,293Expenses 2021: $625,628Net Income 2021: $481,6652021Revenue 2022: $342,603Expenses 2022: $562,707Net Income 2022: -$220,1042022Revenue 2023: $325,564Expenses 2023: $548,627Net Income 2023: -$223,0632023Revenue 2024: $461,897Expenses 2024: $545,048Net Income 2024: -$83,1512024

Highlighted filing

2023

Revenue$325,564
Expenses$548,627
Net Income-$223,063
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 31, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL F ADAMSSec/Trustee-$39,325-$39,325
RUSSELL PRIDDYTrustee-$0--
MARY JO WALKERV Pres/Trust-$0--
DR KENNETH P WALKERPresident/Tr-$0--
STEVEN R WHITLEY CPATreasurer/Tr-$0--
MILLIE DINKEL MOORETrustee-$0--
Filing and Contact Details

Filer

Filer Name
John E & Aliese Price Foundation
EIN
59-1056841
Phone
2399390052
Address
12553 NEW BRITTANY BLVD BLDG 32, FORT MYERS, FL 33907

Signing Officer

Name
Dr Kenneth P Walker
Title
President/trustee
Phone
2399390052
Signed
2024-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Solomon & Hoover Cpas Pllc
Address
1342 COLONIAL BLVD STE B-11, FORT MYERS, FL 33907
Preparer
Gene R Solomon CPA
Phone
2399395303
Raw XML AppendixShowing 400 of 757 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FINE MARK 6017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FINE MARK 6017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FINE MARK 6025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FINE MARK 6025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4FINE MARK 6033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FINE MARK 6033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MORGAN STANLEY
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/CapitalGainNetIncomeAmt042689
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt06828
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-223063
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0935134
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09367930
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08655859
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09367930
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0439810
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0439810
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0439810
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0442285
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02475
IRS990PF/DistributableAmountGrp/TotalTaxAmt02475
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02475
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02475
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02475
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06000
IRS990PF/FMVAssetsEOYAmt09382823
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02865
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03325
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0491427
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0623190
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0623190
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07282505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07845369
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07845369
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt012778
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt013778
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt08655859
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt09367930
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt011568
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt012431
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt03525
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt03525
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0435284
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0434314
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0434314
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08658724
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09382823
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09382823
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02865
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt014893
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08658724
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09382823
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08655859
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09367930
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0435132
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0474480
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0474480
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08980398
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0126025
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08845556
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0134706
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt08817
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0442285
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08845692
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08980398
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt039325
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DANIEL F ADAMS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RUSSELL PRIDDY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARY JO WALKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DR KENNETH P WALKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STEVEN R WHITLEY CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MILLIE DINKEL MOORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SEC/TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2V PRES/TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02104 W FIRST ST STE 2304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 930
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22026 WILNA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt311500 COMPASS POINT DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt45249 SUMMERLIN COMMONS BLVD STE 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5867 CYPRESS LAKE CIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1IMMOKALEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5FORT MYERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333908
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd433907
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd533919
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0461332
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0461332
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt27
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt38
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt411A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4PROVIDES FUNDS TO ACCOMPLISH THE FDN'S EXEMPT PURPOSES.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,382,823
Liabilities
$14,893
Net assets
$9,367,930
Revenue
$325,564
Expenses
$548,627
Net income
-$223,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$9.90$0.01$9.89$0.46$0.55$0.08
2023Detailed filing. Detailed filing data is available for this year.$9.38$0.01$9.37$0.33$0.55$0.22
2022Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$0.34$0.56$0.22
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.7$1.11$0.63$0.48
2020Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.53$0.50$0.03
2019Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$0.12$0.31$0.19
2018Detailed filing. Detailed filing data is available for this year.$8.01$0.02$7.99$1.19$0.48$0.71
2017Detailed filing. Detailed filing data is available for this year.$8.95$0.00$8.94$0.50$0.42$0.08
2016Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.31$0.44$0.14
2015Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.97$0.75$0.22
2014Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.65$0.78$0.14
2013Summary only. Only limited summary data is available for this year.$8.74$0.00$0.64$0.71$0.07
2012Detailed filing. Detailed filing data is available for this year.$8.90$0.00$8.90$0.83
2011Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$0.82