Civic Intelligence

John E & Aliese Price Foundation Inc.

990PF • Fiscal year 2025 • EIN 59-1056841

Jan 01, 2025 to Dec 31, 2025 • Filed on Jan 31, 2026

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$42,640

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$10,179,568

Up $278,678 (+2.8%) from 2024

Net Assets

Up

$10,169,312

Up $279,908 (+2.8%) from 2024

Liabilities

Down

$10,256

Down $1,230 (-11%) from 2024

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Up

$1,002,398

Up $540,501 (+117%) from 2024

Expenses

Up

$640,112

Up $95,064 (+17%) from 2024

Net Income

Up

$362,286

Up $445,437 (+536%) from 2024

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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: $9,889,4042024Assets 2025: $10,179,568Liabilities 2025: $10,256Net Assets 2025: $10,169,3122025

Highlighted filing

2025

Assets$10,179,568
Liabilities$10,256
Net Assets$10,169,312
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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: -$83,1512024Revenue 2025: $1,002,398Expenses 2025: $640,112Net Income 2025: $362,2862025

Highlighted filing

2025

Revenue$1,002,398
Expenses$640,112
Net Income$362,286
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 31, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR KENNETH P WALKERPresident/Tr-$42,640-$42,640
DANIEL F ADAMSSec/Trustee-$0--
RUSSELL PRIDDYTrustee-$0--
MARY JO WALKERV Pres/Trust-$0--
STEVEN R WHITLEY CPATreasurer/Tr-$0--
MILLIE DINKEL MOORETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED WAY OF LEE COUNTYGENERAL SUPPORT-FORT MYERS, FL, US$55,000
Paid GrantLEE HEALTH FOUNDATIONHEART INSTITUTE-FORT MYERS, FL, US$50,000
Paid GrantLEE HEALTH FOUNDATIONSHARON MACDONALD BREAST FUND-FORT MYERS, FL, US$50,000
Paid GrantLEE HEALTH FOUNDATIONEDISON SYSTEM-FORT MYERS, FL, US$50,000
Paid GrantFORT MYERS COMMUNITY CHURCHGENERAL SUPPORT-FORT MYERS, FL, US$40,000
Paid GrantNEW LIFE DREAM CENTERSGENERAL SUPPORT-FORT MYERS, FL, US$40,000
Paid GrantFT MYERS HIGH SCH ATHLETIC BOOSTERGENERAL SUPPORT-FORT MYERS, FL, US$31,000
Paid GrantCOMMUNITY COOPERATIVE MINISTRIESGENERAL SUPPORT-FORT MYERS, FL, US$30,000
Paid GrantBOYS & GIRLS CLUB OF LEE CNTYGENERAL SUPPORT-FORT MYERS, FL, US$25,000
Paid GrantNEW BEGINNING RESOURCES INCHAITI BIBLE MISSION-PORTER, TX, US$20,000
Paid GrantSAINT HILARY'S EPISCOPAL CHURCHHELPING HANDS MINISTRY-FORT MYERS, FL, US$20,000
Paid GrantLIGHT OF THE WORD MINISTRIESGENERAL SUPPORT-ALVA, FL, US$10,000
Paid GrantMIDWEST FOOD BANKGENERAL SUPPORT-FORT MYERS, FL, US$10,000
Paid GrantGIGI'S PLAYHOUSE INCGENERAL SUPPORT-FORT MYERS, FL, US$5,000
Paid GrantLARC INCGENERAL SUPPORT-FORT MYERS, FL, US$5,000
Paid GrantSW FL COMM PRAYER BREAKFAST INCPRAYER BREAKFAST-FORT MYERS, FL, US$5,000
Paid GrantEDISON SAILING CENTERGENERAL SUPPORT-FORT MYERS, FL, US$1,000
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
2026-01-31
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 719 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/GainOrLossAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt514527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6272454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7540670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-21116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-34925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-26589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt310837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt514527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6272454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7540670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-21116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-34925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-26589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt121476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt218375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt322428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt46639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt514527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61764014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71980176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt82800779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9701879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102372683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
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/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MS - IBERDROLA SA SPON ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MS - JAN 2025 STMT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MS - JAN 2025 STMT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MS - FEB 2025 STMT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MS - FEB 2025 STMT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FM REALIZED GAIN LOSS 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FM REALIZED GAIN LOSS 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7RJ F500 REALIZED GAIN 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8RJ F500 REALIZED GAIN 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9RJ T895 REALIZED GAIN 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10RJ T895 REALIZED GAIN 2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0755625
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-32972
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0362286
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt094234
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011856
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010263546
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09889404
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010169312
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0456405
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0456405
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0456405
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0469013
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012608
IRS990PF/DistributableAmountGrp/TotalTaxAmt012608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt012608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt012608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt012608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06608
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06000
IRS990PF/FMVAssetsEOYAmt010179568
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt05755
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt010256
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0638935
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01577738
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01577738
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08293878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06162245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06162245
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt012778
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt013778
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt09889404
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt010169312
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0745
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05731
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0487432
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0487581
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0487581
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09900890
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010179568
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010179568
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt011486
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt010256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09900890
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010179568
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09889404
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010169312
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0478700
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01950059
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01950059
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09523114
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0192683
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09326186
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0142847
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04245
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0469013
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09380267
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09523114
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/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt342640
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

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,179,568
Liabilities
$10,256
Net assets
$10,169,312
Revenue
$1,002,398
Expenses
$640,112
Net income
$362,286
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.2$0.01$10.2$1.00$0.64$0.36
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