Civic Intelligence

The Colen Foundation Inc

EIN 59-2474711 • Ocala, FL

8435 SW 80th Street 2Ocala, FL 34481
Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

79th percentile

34%

Higher net margin than 79% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

31st percentile

-0.3%

Faster asset growth than 31% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

69th percentile

21%

Faster revenue growth than 69% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$15,036,738

Up $257,323 (+1.7%) from 2023

Liabilities

Down

$6,717

Down $24,087 (-78%) from 2023

Net Assets

Up

$15,030,021

Up $281,410 (+1.9%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin79th percentile

Revenue

Up

$939,465

Up $331,025 (+54%) from 2023

Expenses

Up

$622,306

Up $52,901 (+9.3%) from 2023

Net Income

Up

$317,159

Up $278,124 (+712%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $8,768,997Liabilities 2010: $25,344Net Assets 2010: $8,743,6532010Assets 2011: $8,314,899Liabilities 2011: $21,372Net Assets 2011: $8,293,5272011Assets 2012: $7,944,666Liabilities 2012: $17,456Net Assets 2012: $7,927,2102012Assets 2013: $7,842,538Liabilities 2013: $0Net Assets 2013: $7,842,5382013Assets 2014: $7,778,573Liabilities 2014: $0Net Assets 2014: $7,778,5732014Assets 2015: $7,801,311Liabilities 2015: $0Net Assets 2015: $7,801,3112015Assets 2016: $7,646,822Liabilities 2016: $0Net Assets 2016: $7,646,8222016Assets 2017: $7,886,019Liabilities 2017: $221,547Net Assets 2017: $7,664,4722017Assets 2018: $7,910,553Liabilities 2018: $182,318Net Assets 2018: $7,728,2352018Assets 2019: $8,560,988Liabilities 2019: $169,471Net Assets 2019: $8,391,5172019Assets 2020: $14,782,838Liabilities 2020: $172,443Net Assets 2020: $14,610,3952020Assets 2021: $15,272,674Liabilities 2021: $124,915Net Assets 2021: $15,147,7592021Assets 2022: $15,130,866Liabilities 2022: $76,897Net Assets 2022: $15,053,9692022Assets 2023: $14,779,415Liabilities 2023: $30,804Net Assets 2023: $14,748,6112023Assets 2024: $15,036,738Liabilities 2024: $6,717Net Assets 2024: $15,030,0212024

Highlighted filing

2024

Assets$15,036,738
Liabilities$6,717
Net Assets$15,030,021
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $506,8962010Expenses 2011: $523,8962011Expenses 2012: $559,7032012Expenses 2013: $558,4672013Revenue 2014: $544,870Expenses 2014: $608,835Net Income 2014: -$63,9652014Revenue 2015: $453,725Expenses 2015: $430,987Net Income 2015: $22,7382015Revenue 2016: $405,215Expenses 2016: $559,704Net Income 2016: -$154,4892016Revenue 2017: $356,197Expenses 2017: $338,547Net Income 2017: $17,6502017Revenue 2018: $658,528Expenses 2018: $594,765Net Income 2018: $63,7632018Revenue 2019: $1,210,758Expenses 2019: $547,476Net Income 2019: $663,2822019Revenue 2020: $7,178,354Expenses 2020: $740,270Net Income 2020: $6,438,0842020Revenue 2021: $1,732,659Expenses 2021: $616,524Net Income 2021: $1,116,1352021Revenue 2022: $642,785Expenses 2022: $663,601Net Income 2022: -$20,8162022Revenue 2023: $608,440Expenses 2023: $569,405Net Income 2023: $39,0352023Revenue 2024: $939,465Expenses 2024: $622,306Net Income 2024: $317,1592024

Highlighted filing

2024

Revenue$939,465
Expenses$622,306
Net Income$317,159
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$15,036,738
Liabilities
$6,717
Net assets
$15,030,021
Revenue
$939,465
Expenses
$622,306
Net income
$317,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.0$0.01$15.0$0.94$0.62$0.32
2023Detailed filing. Detailed filing data is available for this year.$14.8$0.03$14.7$0.61$0.57$0.04
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.08$15.1$0.64$0.66$0.02
2021Detailed filing. Detailed filing data is available for this year.$15.3$0.12$15.1$1.73$0.62$1.12
2020Detailed filing. Detailed filing data is available for this year.$14.8$0.17$14.6$7.18$0.74$6.44
2019Detailed filing. Detailed filing data is available for this year.$8.56$0.17$8.39$1.21$0.55$0.66
2018Detailed filing. Detailed filing data is available for this year.$7.91$0.18$7.73$0.66$0.59$0.06
2017Detailed filing. Detailed filing data is available for this year.$7.89$0.22$7.66$0.36$0.34$0.02
2016Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.41$0.56$0.15
2015Detailed filing. Detailed filing data is available for this year.$7.80$0.00$7.80$0.45$0.43$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.78$0.00$7.78$0.54$0.61$0.06
2013Detailed filing. Detailed filing data is available for this year.$7.84$0.00$7.84$0.56
2012Detailed filing. Detailed filing data is available for this year.$7.94$0.02$7.93$0.56
2011Detailed filing. Detailed filing data is available for this year.$8.31$0.02$8.29$0.52
2010Detailed filing. Detailed filing data is available for this year.$8.77$0.03$8.74$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Oct 13, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHANIE BERGENAsst Sec-$0--
KENNETH D COLENPresident-$0--
ROBERT COLENAsst Sec/Director-$0--
GERALD R COLENTreas/Sec/Director-$0--
LESLEE R COLENVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Colen Foundation Inc
EIN
59-2474711
Phone
3528730848
Address
8435 SW 80th Street 2, Ocala, FL 34481

Signing Officer

Name
Kenneth D Colen
Title
President
Signed
2025-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Cs&l Cpas
Address
101 E KENNEDY BOULEVARD SUITE 1460, TAMPA, FL 33602
Preparer
Susan O Thompson
Phone
8134904490
Raw XML AppendixShowing 400 of 844 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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CashDeemedCharitableExplnStmt/ShortExplanationTxt0The Colen Foundation ("Foundation") submits for the reasons set forth below that cash balances greater than an amount equal to 1-1/2% of its assets of the type described in Treasury Regulation section 53.4942(a)-2(c)(3)(i) are necessary for payment of its anticipated expenses and charitable disbursements, within the meaning of Treasury Regulation section 53 .4942(a)-2(c)(3)(iv).During the past five tax years, the Foundation has distributed a total of $3,131,540 for an average of in excess of approximately $626,308 per year in qualifying charitable distributions, as follows:Tax Year Ended Distributions:11/30/23 $563,37311/30/22 $656,73511/30/21 $595,14511/30/20 $720,90011/30/19 $595,387The Foundation anticipates making qualifying distributions of at least $350,000 during the fiscal year ending November 30, 2025, and requires the cash deemed held for charitable purposes at its November 30, 2024 year end to accomplish this purpose.The officers and directors of the Foundation are not compe
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3177630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4225344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5233772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6635190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7829500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8479777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9301545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10488160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11315080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12830655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13337623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14182460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15207240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16204425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17320865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18424524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19124008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20326522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21433635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22125482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23416340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24353307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25282780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26553980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27524480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28217152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29342330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30380489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31203918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32325045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33609972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34242895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35264620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3651760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37177360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Adobe Systems Inc (ADBE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Alphabet Inc (GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Amazon.com Inc (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Cisco Systems Incorporated (CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Intercontinental Exchange Inc (ICE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Merck & Company Inc (MRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Microsoft Corporation (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Nvidia Corp (NVDA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Raymond James Bank Deposit Program
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Texas Instrs Incorporated (TXN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Unitedhealth Group Inc (UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Visa Inc - Class A SHRS (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Apple Incorporated (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Automatic Data Processing Inc (ADP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Expeditors International Wash Inc (EXPD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Flutter Entertainment PLC (PDYPY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Intel Corporation (INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Intuit (INTU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JPMorgan Chase & Co (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Johnson & Johnson (JNJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Marsh & McLennan Companies (MMC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Mariott International Inc (MAR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Procter and Gamble Co (PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23RPM International Inc (RPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Raytheon Technologies Corp (RTX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Rio Tinto PLC Sponsored (RIO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Taiwan Semiconductor Mfg (TSM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Truist Finl Corp (TFC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28United Parcel Service Inc (UPS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Waste Mgmt Inc Del (WM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Accenture Plc Ireland (ACN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Marvell Technology Group Limited (MRVL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32FIMM Government Portfolio MM (FRGXX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Oracle Corporation (ORCL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Chevron Corporation New (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Target Corporation
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Clear Secure Incorporated Com Class A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Verizon Communications Inc (VZ)
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01898989
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01868868
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0316432
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0316432
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0316432
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt17818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0231972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1303524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2451346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3127208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt496761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt550025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6223938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt731050
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8225331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9150000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10319060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11161537
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12200227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES INCORPORATED CORE MSCI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES TR RUS 1000 VAL ETF (IWD)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES TR CORE MSCI EAFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES TR CORE S&P MCP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES TR CORE S&P SCP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Celtic Bank Corp FCIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HSBC Bank USA 3.3000%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7HSBC Bank USA 3.2500%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8JP Morgan Chase Bank 1.7%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Texas Exch Bank
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ISHARES TR RUS 1000 GRW ETF (IWF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Ally Bank Midvale, UT 2.95% Due 4/28/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12JP Morgan Chase Bank 5.25% Due 7/16/25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0240865
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1458918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2492203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3209950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4149938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt545145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6208993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt729382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8191725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9138369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10531837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11163957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12200194
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0249240
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0520545
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0168453
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0938238
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0938238
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt08095
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08995
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0520545
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0546616
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0546616
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01227
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0249240
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0249240
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0317159
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04106101
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0168453
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0168453
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt04629
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0514
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05143
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0520545
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0886486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01941
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt048800
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050741
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01538
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010811
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0561281
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt051752
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0622306
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0938238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0939465
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt051752
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt075690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31994-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01626428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11881389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt277739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1412940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt292261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1412940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt292261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01631772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12294329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2170000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Raymond James - Short Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Raymond James - Long Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28702 SW 93rd Lane Unit A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Duke Energy Easement Agreement
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0520545
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt05344
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0317159
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt035749
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015065770
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt014748611
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015030021
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0947664
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0947664
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0947664
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0959986
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt012322
IRS990PF/DistributableAmountGrp/TotalTaxAmt012322
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06951

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