Civic Intelligence

J Hugh & Earle W Fellows Memorial Fund

EIN 59-6132238 • Pensacola, FL

900 North 12th AvenuePensacola, FL 32501
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

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

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

Net Margin

85th percentile

47%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

50th percentile

4.0%

Faster asset growth than 50% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

19%

Faster revenue growth than 65% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$11,322,210

Down $244,094 (-2.1%) from 2021

Liabilities

Up

$317

Up $102 (+47%) from 2021

Net Assets

Down

$11,321,893

Down $244,196 (-2.1%) from 2021

Revenue

Up

$1,212,424

Up $817,334 (+207%) from 2021

Expenses

Up

$145,076

Up $20,494 (+16%) from 2021

Net Income

Up

$1,067,348

Up $796,840 (+295%) from 2021

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $7,000,265Liabilities 2011: $1,535Net Assets 2011: $6,998,7302011Assets 2012: $6,975,649Liabilities 2012: $1,682Net Assets 2012: $6,973,9672012Assets 2013: $7,636,271Liabilities 2013: $1,599Net Assets 2013: $7,634,6722013Assets 2014: $8,418,055Liabilities 2014: $11,017Net Assets 2014: $8,407,0382014Assets 2015: $8,727,415Liabilities 2015: $11,912Net Assets 2015: $8,715,5032015Assets 2016: $8,512,709Liabilities 2016: $396Net Assets 2016: $8,512,3132016Assets 2017: $9,130,142Liabilities 2017: $114Net Assets 2017: $9,130,0282017Assets 2018: $9,603,405Liabilities 2018: $3,969Net Assets 2018: $9,599,4362018Assets 2020: $9,747,250Liabilities 2020: $53Net Assets 2020: $9,747,1972020Assets 2021: $11,566,304Liabilities 2021: $215Net Assets 2021: $11,566,0892021Assets 2022: $11,322,210Liabilities 2022: $317Net Assets 2022: $11,321,8932022

Highlighted filing

2022

Assets$11,322,210
Liabilities$317
Net Assets$11,321,893

Operations Trend

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

$1.5M$1.0M$500K$0Expenses 2011: $121,3102011Expenses 2012: $121,8582012Expenses 2013: $90,5442013Revenue 2014: $388,361Expenses 2014: $90,755Net Income 2014: $297,6062014Revenue 2015: $698,856Expenses 2015: $111,282Net Income 2015: $587,5742015Revenue 2016: $474,362Expenses 2016: $112,446Net Income 2016: $361,9162016Revenue 2017: $255,575Expenses 2017: $100,287Net Income 2017: $155,2882017Revenue 2018: $530,404Expenses 2018: $101,170Net Income 2018: $429,2342018Revenue 2020: $436,921Expenses 2020: $130,504Net Income 2020: $306,4172020Revenue 2021: $395,090Expenses 2021: $124,582Net Income 2021: $270,5082021Revenue 2022: $1,212,424Expenses 2022: $145,076Net Income 2022: $1,067,3482022

Highlighted filing

2022

Revenue$1,212,424
Expenses$145,076
Net Income$1,067,348

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Mar 9, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Hon C Roger VinsonChairman-$0--
H Neal SmithVice-Chairman-$0--
Patsy MyersSecretary-$0--
Wayne Willis MDTrustee-$0--
Rev Jessica Harris BabcockTrustee-$0--
Filing and Contact Details

Filer

Filer Name
J Hugh & Earle W Fellows Memorial Fund
EIN
59-6132238
Phone
8504358300
Address
900 North 12th Avenue, Pensacola, FL 32501

Signing Officer

Name
C Roger Vinson
Title
Chairman
Phone
8504358300
Signed
2023-03-09
Discuss with paid preparer
Yes

Preparer

Firm
Saltmarsh Cleaveland and Gund
Address
900 North 12th Avenue, Pensacola, FL 32501
Preparer
Charles F Gund Jr CPA
Phone
8504358300
Raw XML Appendix370 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.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07030477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07030477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Stock & Mutual Funds
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0573179
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0632164
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt07081
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt01212424
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01212424
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0632164
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0573179
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0573179
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01067348
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02774266
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt09252
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt042147
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt051399
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0632164
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01128877
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt07081
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt07081
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt033900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt041400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt075300
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt053152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt083547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0145076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01212424
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01212424
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt043152
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt083547
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0135076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02142102
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0632164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0632164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02774266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sale of Stock
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0632164
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01067348
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01311544
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012633437
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011566089
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011321893
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0374244
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0374244
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0374244
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0389935
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015691
IRS990PF/DistributableAmountGrp/TotalTaxAmt015691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01448
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0361
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt012500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01448
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015691
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017500
IRS990PF/FMVAssetsEOYAmt011322210
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0215
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0317
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0164080
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt091716
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt091716
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt07864376
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07030477
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07030477
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt011566089
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt011321893
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt03460853
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt03167781
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt03446419
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt03446419
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt014434
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0370067
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0753598
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0753598
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011566304
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011322210
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011322210
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0215
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0317
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011566304
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011322210
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011566089
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011321893
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07917452
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0651742
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07265710
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0118762
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0389935
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07798690
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07917452
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Hon C Roger Vinson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1H Neal Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Patsy Myers
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Wayne Willis MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Rev Jessica Harris Babcock
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice-Chairman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0921 N Palafox St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1921 N Palafox St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2921 N Palafox St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3921 N Palafox St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4921 N Palafox St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Pensacola
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Pensacola
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Pensacola
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Pensacola
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Pensacola
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/ZIPCd032501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd332501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd432501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt053152
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt0627725
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0680877
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt17
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Income derived from this source is used to fund scholarship loans
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Income derived from this source is used to fund scholarship loans
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2Income derived from this source is used to fund scholarship loans
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/PayCompDisqualifiedPrsnInd00
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/IndividualWithBooksNm0Saltmarsh Cleaveland Gund
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0900 North 12th Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Pensacola
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum08504358300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0www.georgetown.edu/schmed/scholarship/fellows.htm
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0The funds only major program is student loans. All expenses are directly or indirectly related to this activity. Loan activity is as follows:
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Number of scholarship loans (FYE 4/30/22) 77 Scholarship loans to new recipients 0 Scholarship loans paid back 7
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Number of scholarship loans (FYE 04/30/22) 70
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0New student scholarship loans
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0627725
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0627725
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application should include information regarding financial need, scholastic records, and the extent of assistance required.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Ms Virginia Santoni Assistant Fello
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08504714546
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0Pensacola State College 1000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0College Blvd
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Pensacola
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0325048998
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Loans are for studies in ministry, medicine, professional nursing, and medical technology. Applicants must also meet the following requirements: 1. Be a bona-fide resident of Escambia, Santa Rosa, Okaloosa, or Walton County, Florida. 2. Have a good moral character and have qualified scholastically and intellectually for their desired education. 3. Accepted by or successfully pursuing training at an accredited school in the appropriate field of study.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0For "Go Seniors" program hosted by the ECMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Escambia County Medical Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04771 Bayou Boulevard 157
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Pensacola
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd032503
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0374244
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0374244
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0321087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0235649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0206694
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0211840
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0141896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0141896
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01281903
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0306633
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0321087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0235649
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0206694
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0211840
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0680877
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0306633
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01423799
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01117166
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt09252
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt051399
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt042147
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01305618
OtherDecreasesSchedule/OtherDecreasesDetail/Amt15926
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Unrealized loss on investments
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Prior Period Adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Other
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Advertising
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01843
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1300
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt06561
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1520
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Interest income on student loans receivable
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Misc. income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt06561
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1520
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt06561
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1520
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt167800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Consulting
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment and fiscal agent's fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt133900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt133900
TaxesSchedule/TaxesDetail/Amt06234
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0C Roger Vinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum08504358300
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J Hugh & Earle W Fellows Memorial Fund
ReturnHeader/Filer/BusinessNameControlTxt0JHUG
ReturnHeader/Filer/EIN0596132238
ReturnHeader/Filer/PhoneNum08504358300
ReturnHeader/Filer/USAddress/AddressLine1Txt0900 North 12th Avenue
ReturnHeader/Filer/USAddress/CityNm0Pensacola
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0592922169
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Saltmarsh Cleaveland and Gund
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0900 North 12th Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pensacola
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032501
ReturnHeader/PreparerPersonGrp/PhoneNum08504358300
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Charles F Gund Jr CPA
ReturnHeader/ReturnTs02023-03-13T09:56:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Roger Vinson
ReturnHeader/TaxPeriodBeginDt02021-05-01
ReturnHeader/TaxPeriodEndDt02022-04-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.