Civic Intelligence

The Kugelman Family Foundation Inc

990PF • Fiscal year 2013 • EIN 59-6177695

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

Organization Profile
375 N 9th AvenueSuite32502-4905

(850) 432-0440

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $5M-$10M nonprofits • Source year 2013

Net Margin

94th percentile

77%

Higher net margin than 94% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2013 filings • $5M-$10M nonprofits • Source year 2013

Asset Growth

88th percentile

24%

Faster asset growth than 88% of similar nonprofits.

2013 filings • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$5,914,791

Up $1,149,456 (+24%) from 2012

Net Assets

Up

$5,914,791

Up $1,149,456 (+24%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin94th percentile

Revenue

$1,483,836

No earlier filing loaded for comparison.

Expenses

Up

$334,380

Up $24,014 (+7.7%) from 2012

Net Income

$1,149,456

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,958,231Liabilities 2010: $0Net Assets 2010: $4,958,2312010Assets 2011: $4,792,771Liabilities 2011: $0Net Assets 2011: $4,792,7712011Assets 2012: $4,765,335Liabilities 2012: $0Net Assets 2012: $4,765,3352012Assets 2013: $5,914,791Liabilities 2013: $0Net Assets 2013: $5,914,7912013Assets 2014: $5,885,297Liabilities 2014: $0Net Assets 2014: $5,885,2972014Assets 2015: $5,872,466Liabilities 2015: $0Net Assets 2015: $5,872,4662015Assets 2016: $5,934,867Liabilities 2016: $0Net Assets 2016: $5,934,8672016Assets 2018: $6,238,365Liabilities 2018: $450,000Net Assets 2018: $5,788,3652018Assets 2019: $6,301,561Liabilities 2019: $550,000Net Assets 2019: $5,751,5612019Assets 2020: $5,935,835Liabilities 2020: $270,000Net Assets 2020: $5,665,8352020Assets 2021: $5,785,985Liabilities 2021: $190,000Net Assets 2021: $5,595,9852021Assets 2022: $5,827,689Liabilities 2022: $332,829Net Assets 2022: $5,494,8602022Assets 2023: $5,865,749Liabilities 2023: $416,329Net Assets 2023: $5,449,4202023Assets 2024: $5,718,404Liabilities 2024: $250,000Net Assets 2024: $5,468,4042024

Highlighted filing

2013

Assets$5,914,791
Liabilities$0
Net Assets$5,914,791
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $341,9292010Expenses 2011: $291,0872011Expenses 2012: $310,3662012Revenue 2013: $1,483,836Expenses 2013: $334,380Net Income 2013: $1,149,4562013Revenue 2014: $330,399Expenses 2014: $359,894Net Income 2014: -$29,4952014Revenue 2015: $291,739Expenses 2015: $304,570Net Income 2015: -$12,8312015Revenue 2016: $320,767Expenses 2016: $258,366Net Income 2016: $62,4012016Revenue 2018: $171,267Expenses 2018: $297,369Net Income 2018: -$126,1022018Revenue 2019: $256,303Expenses 2019: $293,107Net Income 2019: -$36,8042019Revenue 2020: $224,583Expenses 2020: $310,309Net Income 2020: -$85,7262020Revenue 2021: $237,139Expenses 2021: $306,989Net Income 2021: -$69,8502021Revenue 2022: $223,153Expenses 2022: $324,278Net Income 2022: -$101,1252022Revenue 2023: $211,454Expenses 2023: $256,894Net Income 2023: -$45,4402023Revenue 2024: $276,603Expenses 2024: $265,119Net Income 2024: $11,4842024

Highlighted filing

2013

Revenue$1,483,836
Expenses$334,380
Net Income$1,149,456
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE S KUGELMANChairman/President-$0--
JACKLYN K MCMAHONDirector/Secretary-$0--
JANET LIVINGSTONDirector-$0--
NANCY MCSWEENEYDirector-$0--
MARSHA CAMERON KUGELMANDirector-$0--
ROBERT C CAMERONDirector-$0--
DAVID JACK FOSTERDirector/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUWF FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$65,000
Paid GrantPACE CENTER FOR GIRLSGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$30,000
Paid GrantWSRE TV FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$30,000
Paid GrantCHILDREN'S HOME SOCIETYGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$25,000
Paid GrantUNITED WAY OF ESCAMBIA COUNTYGENERAL-PENSACOLA, FL, US$12,500
Paid GrantEPISCOPAL DAY SCHOOLGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$11,500
Paid GrantBAPTIST HEALTHCARE FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$10,000
Paid GrantGULF COAST KIDS HOUSEGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$10,000
Paid GrantTEMPLE BETH EL CONGREGATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$10,000
Paid GrantPENSACOLA STATE COLLEGE FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$10,000
Paid GrantSACRED HEART FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$6,000
Paid GrantCOUNCIL OF AGING OF WEST FLORIDAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$6,000
Paid GrantSALVATION ARMYGENERAL PURPOSE-PENSACOLA, FL, US$6,000
Paid GrantAUTISM SOCIETY OF PENSACOLAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,200
Paid GrantBIG BROTHERSBIG SISTERS OF NW FLGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantFAVORHOUSE OF NW FLGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantPENSACOLA POLICE DEPTGENERAL PURPOSEGOVERNMENTPENSACOLA, FL, US$5,000
Paid GrantTAKE STOCK IN CHILDREN- FOUNDATION FOR EXCELLENCEGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantBAPTIST WOMEN'S BOARDGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$5,000
Paid GrantLEAPGENERAL-PENSACOLA, FL, US$5,000
Paid GrantRONALD MCDONALD HOUSE NWFLGENERAL-PENSACOLA, FL, US$5,000
Paid GrantAPPETITE FOR LIFEGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$3,500
Paid GrantAMERICAN DIABETES ASSNGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$3,000
Paid GrantCOVENANT HOSPICEGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$3,000
Paid GrantHUMANE SOCIETY OF PENSACOLAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$3,000
Paid GrantLOAVES AND FISHESGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$3,000
Paid GrantARC GATEWAYGENERAL-PENSACOLA, FL, US$3,000
Paid GrantFIESTA OF FIVE FLAGSGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,850
Paid GrantGC BOY SCOUTSGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,500
Paid GrantINSTITUTE FOR HUMAN AND MACHINE COGNITIONGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,500
Paid GrantPENSACOLA CHILDREN'S CHORUSGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,500
Paid GrantPENSACOLA MUSEUM OF ARTGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,500
Paid GrantPENSACOLA LITTLE THEATERGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,000
Paid GrantUNITED CEREBRAL PALSY OF NW FLGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$2,000
Paid GrantWILDLIFE SANCTURARY OF NW FLGENERAL PURPOSEPURBLIC CHARITYPENSACOLA, FL, US$2,000
Paid GrantCAMP SKAMPGENERAL PURPOSEPUBLIC CHARITYPACE, FL, US$1,500
Paid GrantPENSACOLA SYMPHONY ORCHESTRAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$1,248
Paid GrantBALLET PENSACOLAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$1,000
Paid GrantLEARNING POST RANCHGENERAL PURPOSEPUBLIC CHARITYMOLINO, FL, US$1,000
Paid GrantPENSACOLA OPERAGENERAL PURPOSEPUBLIC CHARITYPENSACOLA, FL, US$1,000
Filing and Contact Details

Filer

EIN
59-6177695
In Care Of
% BLOOMER GERI CPAS
Phone
8504320440

Signing Officer

Name
David Foster
Title
Treasurer
Phone
8504847011
Signed
2014-08-12
Discuss with paid preparer
Yes

Preparer

Preparer
Donna M Bloomer
Phone
8504383622
Raw XML AppendixShowing 400 of 809 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01112 SHS EQUITY RESIDENTIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14622.50 SHS OPPEN INTL BD C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24000 SHS PREFERREDPLUS GOLDMAN 6%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3.6062 SHS GENERAL MOTORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc450000 SHS WELLS FARGO CAP IX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51200 SHS PARTNERRE PFD FULL CALL PAYOUT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62222 SHS CORP BACKED TR CTFS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc74000 SHS PROLOGIS IN PFD SER R FULL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc83500 SHS PPLUS TR SER GSG TR CTF CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc95000 SHS RBS CAP FDG TR VGTD TR PFD SECS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc106400 SHS JP MORGAN CAP XI CAP SEC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112000 SHS RENAISSANCERE HOLDINGS LTD PFD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CASH IN LIEU PROLOGIS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047510
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01149456
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05914791
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04765335
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05914791
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0329451
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0329451
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0329451
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0335824
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06373
IRS990PF/DistributableAmountGrp/TotalTaxAmt06373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt07200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06373
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012920
IRS990PF/FMVAssetsEOYAmt05814308
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt078441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt071720
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02058441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01484311
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01470242
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02535572
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04278002
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04198309
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04765335
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05914791
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0171322
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt074037
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt074037
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04765335
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05914791
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05814308
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04765335
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05914791
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04765335
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05914791
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06818763
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0320838
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06497925
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0102281
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0335824
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06716482
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06818763
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANE S KUGELMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JACKLYN K MCMAHON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JANET LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3NANCY MCSWEENEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MARSHA CAMERON KUGELMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROBERT C CAMERON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6DAVID JACK FOSTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10375 N 9TH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11375 N 9TH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12375 N 9TH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13375 N 9TH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14375 N 9TH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine15375 N 9TH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine16375 N 9TH AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0PENSACOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1PENSACOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2PENSACOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3PENSACOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4PENSACOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5PENSACOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City6PENSACOLA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State5FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State6FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0325024905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1325024905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode2325024905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode3325024905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode4325024905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode5325024905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode6325024905
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0485299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0488485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0289700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0277600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0328486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0320322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0283678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.072255
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.060881
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.061209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.075824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.089495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.073866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06716482
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04758488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04535271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04332236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03579210
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03840423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0315298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.361275
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0315298
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0315298
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0315298
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101120 E AVERY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0PENSACOLA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode032503
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10BLOOMER GERI CPAS
IRS990PF/StatementsRegardingActyGrp/PhoneNum08504383622
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIAL FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE KUGELMAN FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08504320440
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10375 N 9th AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0PENSACOLA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode032502
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CHARITIES IN THE GREATER PENSACOLA AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0OCTOBER 1ST
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JANE S KUGELMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JACKLYN K MCMAHON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2NANCY K MCSWEENEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt31000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt83000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt102850
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt133000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt142500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt163000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1730000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt182500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt192000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt205000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt226000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2565000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt265000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt276000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt282000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt292000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3111500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt322500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt331000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt353000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt365000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt386000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3912500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,914,791
Liabilities
$0
Net assets
$5,914,791
Revenue
$1,483,836
Expenses
$334,380
Net income
$1,149,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.72$0.25$5.47$0.28$0.27$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.87$0.42$5.45$0.21$0.26$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.83$0.33$5.49$0.22$0.32$0.10
2021Detailed filing. Detailed filing data is available for this year.$5.79$0.19$5.60$0.24$0.31$0.07
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.27$5.67$0.22$0.31$0.09
2019Detailed filing. Detailed filing data is available for this year.$6.30$0.55$5.75$0.26$0.29$0.04
2018Detailed filing. Detailed filing data is available for this year.$6.24$0.45$5.79$0.17$0.30$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.32$0.26$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.29$0.30$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.33$0.36$0.03
2013Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$1.48$0.33$1.15
2012Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.31
2011Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.29
2010Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.34