Civic Intelligence

Hans & Cay Jacobsen Charitable Foun Dation Inc.

990PF • Fiscal year 2020 • EIN 59-3010451

Jun 01, 2019 to May 31, 2020 • Filed on Jan 19, 2021

Organization Profile
PO Box 2149Winter Park, FL 32790

(407) 810-6672

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

4th percentile

-222%

Higher net margin than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$20,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

9th percentile

-9.7%

Faster asset growth than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

4.2%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,517,628

Down $376,871 (-9.7%) from 2019

Net Assets

Down

$3,517,628

Down $376,871 (-9.7%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin4th percentile

Revenue

Up

$169,789

Up $6,888 (+4.2%) from 2019

Expenses

Up

$546,660

Up $246,089 (+82%) from 2019

Net Income

Down

-$376,871

Down $239,201 (-174%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,594,156Liabilities 2011: $0Net Assets 2011: $4,594,1562011Assets 2012: $4,822,078Liabilities 2012: $0Net Assets 2012: $4,822,0782012Assets 2013: $4,645,747Liabilities 2013: $1Net Assets 2013: $4,645,7472013Assets 2014: $4,402,091Liabilities 2014: $1Net Assets 2014: $4,402,0912014Assets 2015: $4,564,380Liabilities 2015: $1Net Assets 2015: $4,564,3802015Assets 2016: $4,456,668Liabilities 2016: $0Net Assets 2016: $4,456,6682016Assets 2017: $4,186,617Liabilities 2017: $0Net Assets 2017: $4,186,6172017Assets 2018: $4,032,169Liabilities 2018: $0Net Assets 2018: $4,032,1692018Assets 2019: $3,894,499Liabilities 2019: $1Net Assets 2019: $3,894,4992019Assets 2020: $3,517,628Liabilities 2020: $0Net Assets 2020: $3,517,6282020Assets 2021: $3,452,345Liabilities 2021: $1Net Assets 2021: $3,452,3452021Assets 2022: $3,537,150Liabilities 2022: $1Net Assets 2022: $3,537,1502022Assets 2023: $3,325,040Liabilities 2023: $1Net Assets 2023: $3,325,0402023Assets 2024: $3,221,044Liabilities 2024: $0Net Assets 2024: $3,221,0442024Assets 2025: $3,274,663Liabilities 2025: $0Net Assets 2025: $3,274,6632025

Highlighted filing

2020

Assets$3,517,628
Liabilities$0
Net Assets$3,517,628
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $259,1182011Expenses 2012: $274,6172012Revenue 2013: $167,352Expenses 2013: $343,683Net Income 2013: -$176,3312013Revenue 2014: $167,499Expenses 2014: $411,155Net Income 2014: -$243,6562014Revenue 2015: $572,586Expenses 2015: $410,297Net Income 2015: $162,2892015Revenue 2016: $254,971Expenses 2016: $362,683Net Income 2016: -$107,7122016Revenue 2017: $361,634Expenses 2017: $631,685Net Income 2017: -$270,0512017Revenue 2018: $245,826Expenses 2018: $400,274Net Income 2018: -$154,4482018Revenue 2019: $162,901Expenses 2019: $300,571Net Income 2019: -$137,6702019Revenue 2020: $169,789Expenses 2020: $546,660Net Income 2020: -$376,8712020Revenue 2021: $344,704Expenses 2021: $409,987Net Income 2021: -$65,2832021Revenue 2022: $468,893Expenses 2022: $384,088Net Income 2022: $84,8052022Revenue 2023: $159,829Expenses 2023: $371,939Net Income 2023: -$212,1102023Revenue 2024: $318,417Expenses 2024: $422,413Net Income 2024: -$103,9962024Revenue 2025: $631,103Expenses 2025: $577,484Net Income 2025: $53,6192025

Highlighted filing

2020

Revenue$169,789
Expenses$546,660
Net Income-$376,871
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Jan 19, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESA W BORCHECKPresidentPT$20,000-$20,000
W THOMAS BROOKSVice PresidentPT$8,000-$8,000
BRIAN BROOKSTreasurer-$8,000-$8,000
SHANNON MCLIN CARLYLESecretary-$8,000-$8,000
Filing and Contact Details

Filer

Filer Name
Hans and Cay Jacobsen Charitable
EIN
59-3010451
Phone
4078106672
Address
PO BOX 2149, WINTER PARK, FL 32790

Signing Officer

Name
Teresa W Borcheck
Title
President
Phone
4078106672
Signed
2021-01-19
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
420 SOUTH ORANGE AVENUE SUITE 500, ORLANDO, FL 32801
Preparer
Amy Chapman
Phone
4078021200
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03894499
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03517628
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0254754
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0254754
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0254754
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0255953
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01199
IRS990PF/DistributableAmountGrp/TotalTaxAmt01199
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01199
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0556
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01199
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01199
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01755
IRS990PF/FMVAssetsEOYAmt05133768
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0400835
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0388664
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0388664
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0325163
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0100135
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0100103
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02132831
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01656462
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03242367
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt03894499
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt03517628
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0584417
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0921768
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0943600
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03894499
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03517628
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05133768
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03894499
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03517628
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03894499
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03517628
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0451253
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0450599
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0459034
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05197016
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0246176
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04950840
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt077955
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0255953
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05119061
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05197016
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt16.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt18000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt28000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt38000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TERESA W BORCHECK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1W THOMAS BROOKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRIAN BROOKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHANNON MCLIN CARLYLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 2149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 2149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 2149
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WINTER PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd332790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0340668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0341867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0236805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0350285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0558221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0300751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0359359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.066549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.066029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.106630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.059952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05119061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05242553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05305021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt05235118
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt05471777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05994087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0497765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.332745
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0496566
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0497765
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01199
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0497765
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CAPITAL CITY TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1549
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TALLAHASSEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08668209671

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,517,628
Liabilities
$0
Net assets
$3,517,628
Revenue
$169,789
Expenses
$546,660
Net income
-$376,871
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.63$0.58$0.05
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.32$0.42$0.10
2023Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.16$0.37$0.21
2022Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.47$0.38$0.08
2021Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.34$0.41$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.17$0.55$0.38
2019Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.16$0.30$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.25$0.40$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.36$0.63$0.27
2016Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.25$0.36$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.57$0.41$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.17$0.41$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.17$0.34$0.18
2012Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.27
2011Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.26