Civic Intelligence

Donald D & Margaret B Horton Memori

EIN 59-6584043 • Windermere, FL

10301 Down Lakeview CircleWindermere, FL 34786
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

79th percentile

21%

Faster asset growth than 79% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

2.2%

Faster revenue growth than 55% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$138,966

Up $24,079 (+21%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$138,966

Up $24,079 (+21%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin98th percentile

Revenue

Up

$3,875

Up $82 (+2.2%) from 2023

Expenses

Down

$48

Down $996 (-95%) from 2023

Net Income

Up

$3,827

Up $1,078 (+39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$150K$100K$50K$0Assets 2012: $66,465Liabilities 2012: $0Net Assets 2012: $66,4652012Assets 2013: $69,926Liabilities 2013: $2,750Net Assets 2013: $67,1762013Assets 2014: $65,227Liabilities 2014: $0Net Assets 2014: $65,2272014Assets 2015: $57,953Liabilities 2015: $0Net Assets 2015: $57,9532015Assets 2016: $56,871Liabilities 2016: $0Net Assets 2016: $56,8712016Assets 2017: $66,780Liabilities 2017: $0Net Assets 2017: $66,7802017Assets 2018: $73,870Liabilities 2018: $0Net Assets 2018: $73,8702018Assets 2019: $93,076Liabilities 2019: $0Net Assets 2019: $93,0762019Assets 2020: $109,707Liabilities 2020: $1,490Net Assets 2020: $108,2172020Assets 2021: $125,934Liabilities 2021: $0Net Assets 2021: $125,9342021Assets 2022: $122,109Liabilities 2022: $0Net Assets 2022: $122,1092022Assets 2023: $114,887Liabilities 2023: $0Net Assets 2023: $114,8872023Assets 2024: $138,966Liabilities 2024: $0Net Assets 2024: $138,9662024

Highlighted filing

2024

Assets$138,966
Liabilities$0
Net Assets$138,966
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$20K$10K$0-$10K-$20KExpenses 2012: $5,1762012Expenses 2013: $7,0332013Revenue 2014: $2,911Expenses 2014: $13,980Net Income 2014: -$11,0692014Revenue 2015: $3,147Expenses 2015: $7,898Net Income 2015: -$4,7512015Revenue 2016: $3,063Expenses 2016: $10,048Net Income 2016: -$6,9852016Revenue 2017: $2,199Expenses 2017: $877Net Income 2017: $1,3222017Revenue 2018: $2,340Expenses 2018: $15Net Income 2018: $2,3252018Revenue 2019: $2,621Expenses 2019: $0Net Income 2019: $2,6212019Revenue 2020: $2,711Expenses 2020: $1,542Net Income 2020: $1,1692020Revenue 2021: $2,429Expenses 2021: $376Net Income 2021: $2,0532021Revenue 2022: $3,214Expenses 2022: $26Net Income 2022: $3,1882022Revenue 2023: $3,793Expenses 2023: $1,044Net Income 2023: $2,7492023Revenue 2024: $3,875Expenses 2024: $48Net Income 2024: $3,8272024

Highlighted filing

2024

Revenue$3,875
Expenses$48
Net Income$3,827
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$138,966
Liabilities
$0
Net assets
$138,966
Revenue
$3,875
Expenses
$48
Net income
$3,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.04$0.00$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.04$0.01$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.03$0.00$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.02$0.00$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.01$1.08$0.03$0.02$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.03$0.00$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.02$0.00$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.02$0.01$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.03$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.03$0.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.03$0.14$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.03$0.67$0.07
2012Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.05
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
May 21, 2023
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENNIS L HORTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Donald D & Margaret B Horton
EIN
59-6584043
Phone
3523944008
Address
10301 DOWN LAKEVIEW CIRCLE, WINDERMERE, FL 34786

Signing Officer

Name
Dennis L Horton
Title
Trustee
Phone
3523944008
Signed
2023-05-21

Preparer

Firm
Greenlee & Hamlin
Address
510 W MONTROSE ST, CLERMONT, FL 34711-2261
Preparer
H J Greenlee Jr CPA
Phone
3523941164
Raw XML Appendix194 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/EOYBookValueAmt087506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt087506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CAPITAL BUILDER FUND A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2INCOME FUND OF AMERICA
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt03214
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt03214
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03214
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03214
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03214
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt03188
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03188
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03214
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03188
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07014
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0129123
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0125934
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0122109
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05664
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05664
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05664
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05708
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt044
IRS990PF/DistributableAmountGrp/TotalTaxAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt044
IRS990PF/FMVAssetsEOYAmt0122109
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt08530
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt011186
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt011186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0117404
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0110923
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0110923
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0125934
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0122109
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0125934
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0122109
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0122109
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0125934
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0122109
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0125934
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0122109
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0124022
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09858
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0114164
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09858
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05708
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0114164
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0124022
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DENNIS L HORTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0900 WEST HIGHWAY 50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLERMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0347112874
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DENNIS HORTON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010301 DOWN LAKEVIEW CIRCLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0SUITE A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINDERMERE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034786
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03523944008
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DENNIS L HORTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03523944008
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0C/O KIWANIS CLUB OF CLERMONT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt010301 DOWN LAKEVIEW CIRCLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINDERMERE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034786
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIPS ARE AWARDED TO APPLICANTS IN THE CLERMONT, FL AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05664
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05664
OtherDecreasesSchedule/OtherDecreasesDetail/Amt07014
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAINS & LOSSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2IRS PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FEDERAL INCOME TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt026
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt026
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS L HORTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03523944008
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD D & MARGARET B HORTON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0596584043
ReturnHeader/Filer/PhoneNum03523944008
ReturnHeader/Filer/USAddress/AddressLine1Txt010301 DOWN LAKEVIEW CIRCLE
ReturnHeader/Filer/USAddress/CityNm0WINDERMERE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034786
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464165204
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREENLEE & HAMLIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0510 W MONTROSE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLERMONT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0347112261
ReturnHeader/PreparerPersonGrp/PhoneNum03523941164
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H J GREENLEE JR CPA
ReturnHeader/ReturnTs02023-06-05T22:31:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DENNIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HORTON
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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