Civic Intelligence

Apf Foundation Inc.

990PF • Fiscal year 2017 • EIN 59-2880406

Dec 01, 2016 to Nov 30, 2017 • Filed on Feb 01, 2018

Organization Profile
16308 Villareal de AvilaTampa, FL 33613

(813) 961-2114

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

111%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$2,329,846

Up $411,065 (+21%) from 2016

Net Assets

Up

$2,317,945

Up $399,963 (+21%) from 2016

Liabilities

Up

$11,901

Up $11,102 (+1389%) from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin91st percentile

Revenue

Up

$591,309

Up $311,373 (+111%) from 2016

Expenses

Up

$261,901

Up $70,330 (+37%) from 2016

Net Income

Up

$329,408

Up $241,043 (+273%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,436,728Liabilities 2010: $0Net Assets 2010: $1,436,7282010Assets 2011: $1,398,551Liabilities 2011: $02011Assets 2012: $1,366,696Liabilities 2012: $0Net Assets 2012: $1,366,6962012Assets 2013: $1,544,304Liabilities 2013: $0Net Assets 2013: $1,544,3042013Assets 2014: $1,720,864Liabilities 2014: $0Net Assets 2014: $1,720,8642014Assets 2015: $1,817,915Liabilities 2015: $3,300Net Assets 2015: $1,814,6152015Assets 2016: $1,918,781Liabilities 2016: $799Net Assets 2016: $1,917,9822016Assets 2017: $2,329,846Liabilities 2017: $11,901Net Assets 2017: $2,317,9452017Assets 2018: $2,713,361Liabilities 2018: $1,171Net Assets 2018: $2,712,1902018Assets 2019: $2,268,016Liabilities 2019: $8,921Net Assets 2019: $2,259,0952019Assets 2020: $2,395,579Liabilities 2020: $777Net Assets 2020: $2,394,8022020Assets 2021: $2,489,328Liabilities 2021: $12,247Net Assets 2021: $2,477,0812021Assets 2022: $2,451,221Liabilities 2022: $45,641Net Assets 2022: $2,405,5802022Assets 2023: $2,375,950Liabilities 2023: $36,252Net Assets 2023: $2,339,6982023Assets 2024: $2,803,653Liabilities 2024: $255Net Assets 2024: $2,803,3982024

Highlighted filing

2017

Assets$2,329,846
Liabilities$11,901
Net Assets$2,317,945
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0M$500K$0-$500KExpenses 2010: $87,7852010Revenue 2011: $46,498Expenses 2011: $84,675Net Income 2011: -$38,1772011Expenses 2012: $85,6892012Expenses 2013: $99,8742013Revenue 2014: $259,552Expenses 2014: $149,389Net Income 2014: $110,1632014Revenue 2015: $152,474Expenses 2015: $125,484Net Income 2015: $26,9902015Revenue 2016: $279,936Expenses 2016: $191,571Net Income 2016: $88,3652016Revenue 2017: $591,309Expenses 2017: $261,901Net Income 2017: $329,4082017Revenue 2018: $718,908Expenses 2018: $324,663Net Income 2018: $394,2452018Revenue 2019: -$371,423Expenses 2019: $81,672Net Income 2019: -$453,0952019Revenue 2020: $210,458Expenses 2020: $74,751Net Income 2020: $135,7072020Revenue 2021: $203,674Expenses 2021: $135,996Net Income 2021: $67,6782021Revenue 2022: $74,538Expenses 2022: $146,039Net Income 2022: -$71,5012022Revenue 2023: $83,381Expenses 2023: $149,263Net Income 2023: -$65,8822023Revenue 2024: $493,065Expenses 2024: $39,399Net Income 2024: $453,6662024

Highlighted filing

2017

Revenue$591,309
Expenses$261,901
Net Income$329,408
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Feb 1, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris A PeiferPresident-$0--
Susan H PeiferSecretary-$0--
Charles PeiferDirector-$0--
Filing and Contact Details

Filer

Filer Name
APF Foundation Inc
EIN
59-2880406
Phone
8139612114
Address
16308 Villareal de Avila, Tampa, FL 33613

Signing Officer

Name
Chris A Peifer
Title
President
Signed
2018-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Craig W Hubbard CPA PA
Address
PO Box 865, Lutz, FL 33548-0865
Preparer
Craig W Hubbard
Phone
8139483168
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0EXPLANATION FOR AMENDMENT OF FORM 990-PFThis amended return is being filed to reflect the proper tax basis in investment securities sold during the taxable year. The taxpayer records securities acquired at cost. For appreciated securities received as contributions to the private foundation, these securities' cost basis (for the books of the taxpayer) is computed using the fair market value of the securities as of the date the contributed securities are received. As such, the taxpayer's cost is the donor's cost, stepped up for the excess of the date-of-contribution fair market value over such donor's cost. The donor's tax basis in the security is noted at the time of the securities' receipt.During the taxable year ended November 30, 2017, two sales of Bank of America Corporation (BAC) occurred, totaling 6,000 shares. All of these shares in BAC had been received via a contribution of the security to the foundation. The gain or loss on the sale of these securities was erroneously computed using the stepped-up basis and not the donor's original tax basis. This amended return corrects for that error, and the cost of each security sale is now reflected using the tax basis of the original donor of the security.The total of excess basis originally reported on the various sales of BAC was $69,079. This amendment, therefore, results in an increase in the net capital gain of $69,079. Note the originally filed return had reported a net capital gain of $264,270 on line 2 of Part IV, Capital Gains and Losses for Tax on Investment Income. This amendment consequently results in an net capital gain of $333,349 (i.e., $264,270 original net capital gain + $69,079 additional capital gain). The taxpayer qualified for the special 1% tax rate on net investment income for this taxable year. As such, the additional tax due from this amendment is $691 (i.e., $69,079 x 1%).
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt522118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt653398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt717680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt88784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt933966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1032596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1340954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1428518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-1543
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-10806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt171055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt185485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-11912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt032591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt140520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt288081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3100973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt476307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt579238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6103249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt735245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt836398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt993203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1051969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1357291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1454892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt156272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1643942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1818050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1918159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3D
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/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0200 Ilumina Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14000 American Capital Ltd
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2800 Disney Walt Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34000 Bank of America Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4600 Johnson & Johnson
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51000 Wal-Mart Stores, Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6400 Boeing Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7200 Cummins Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8800 Intel Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc96000 Regions Financial Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10300 Apple, Inc.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Class Action Settlements
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Class Action Settlements
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc132000 Bank of America Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14200 Boeing Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15500 Ford Motor Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc163500 Ford Motor Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17100 Intel Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18400 Intel Corp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc191000 Mattel Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-05-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0333349
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt05276
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0329408
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt070555
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02317945
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01917982
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02317945
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0124398
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0124398
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0124398
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0128370
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03972
IRS990PF/DistributableAmountGrp/TotalTaxAmt03972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03972
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03281
IRS990PF/FMVAssetsEOYAmt02947701
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01838265
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01806309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02424164
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02160
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0799
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt011901
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01917982
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02317945
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt078356
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0523537
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0523537
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01918781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02329846
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02947701
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0799
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt011901
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01918781
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02329846
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01917982
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02317945
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02606500
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0234708
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02371792
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt039098
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0128370
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02567402
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02606500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Chris A Peifer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Susan H Peifer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Charles Peifer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt016308 Villareal de Avila
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116308 Villareal de Avila
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt216308 Villareal de Avila
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Tampa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Tampa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Tampa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033613
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133613
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233613
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0148694
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0152666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0118020
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0116448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0139579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt094230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt081977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.07260
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05403
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02567402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02138697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02015905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01922475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01744146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01639455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0178757
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.289581
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0174785
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0178757
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03972
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0178757
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,329,846
Liabilities
$11,901
Net assets
$2,317,945
Revenue
$591,309
Expenses
$261,901
Net income
$329,408
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.$2.80$0.00$2.80$0.49$0.04$0.45
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.04$2.34$0.08$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.45$0.05$2.41$0.07$0.15$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.49$0.01$2.48$0.20$0.14$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.39$0.21$0.07$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.01$2.26$0.37$0.08$0.45
2018Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.72$0.32$0.39
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.32$0.59$0.26$0.33
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.28$0.19$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.81$0.15$0.13$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.26$0.15$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09
2011Summary only. Only limited summary data is available for this year.$1.40$0.00$0.05$0.08$0.04
2010Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.09