Herman J Deford Charitable Trust

990PF • Fiscal year 2020 • EIN 59-6841753

Oct 01, 2019 to Sep 30, 2020 • Filed on Mar 03, 2021

Organization Profile

PO Box 1689Orlando, FL 32802

(800) 243-0716

Siviq Scores

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

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

-568%

Higher net margin than 4% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

$10,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 66.9% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

-20%

Faster asset growth than 18% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

-22%

Faster revenue growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$337,302

Down $84,656 (-20%) from 2019

Net Assets

Down

$337,302

Down $84,656 (-20%) from 2019

Liabilities

Flat

Flat from 2019

Revenue And Expenses

Liabilities / Revenue57th percentile Net Margin4th percentile

Revenue

Down

$14,955

Down $4,206 (-22%) from 2019

Expenses

Down

$99,827

Down $2,631 (-2.6%) from 2019

Net Income

Down

-$84,872

Down $1,575 (-1.9%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

Highlighted filing

2020

Assets$337,302

Liabilities$0

Net Assets$337,302

Open 2020 Filing

Operations Trend

Revenue Growth42nd percentile

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

Highlighted filing

2020

Revenue$14,955

Expenses$99,827

Net Income-$84,872

Open 2020 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2019 to Sep 30, 2020
Signed: Mar 3, 2021
Return Version: 2019v5.2

Compensation and Service Providers

Top Officer Pay84th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
TRUIST BANK FKA SUNTRUST BANK	Trustee	-	$10,000	-	$10,000

Filing and Contact Details

Filer

Filer Name: Herman J Deford Charitable Trust
EIN: 59-6841753
Phone: 8002430716
Address: PO BOX 1689, ORLANDO, FL 32802

Signing Officer

Name: Stacey Spatz
Title: Vice President & Trust Advisor
Phone: 8002430716
Signed: 2021-03-03
Discuss with paid preparer: Yes

Preparer

Firm: Rsm US Llp
Address: 100 NE 3RD AVE SUITE 300, FORT LAUDERDALE, FL 33301
Preparer: Juliana Kreul
Phone: 9544626351

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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	779550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	93467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	0.775195
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	93383
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	93467
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt	0	84
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	93467
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	1
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO BOX 1689
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	ORLANDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	32802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	TRUIST BANK FKA SUNTRUST BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8002430716
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	87548
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	FINANCIAL ASSISTANCE TO STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	NORTHWESTERN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	619 CLARK ST 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	60208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	87548
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	21426
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	21426
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	70797
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	66658
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	57278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	67007
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	65031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	65031
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	333781
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	72041
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	70797
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	66658
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	57278
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	67007
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	93467
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	72041
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	398812
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	326771
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	219
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	IRS REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	219
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	216
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	COST BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt	0	2
TaxesSchedule/TaxesDetail/Amt	1	139
TaxesSchedule/TaxesDetail/CategoryTxt	0	2018 EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	139
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STACEY SPATZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT & TRUST ADVISOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8002430716
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	HERMAN J DEFORD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	HERM
ReturnHeader/Filer/EIN	0	596841753
ReturnHeader/Filer/PhoneNum	0	8002430716
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 1689
ReturnHeader/Filer/USAddress/CityNm	0	ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	32802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	100 NE 3RD AVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	FORT LAUDERDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	33301
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9544626351
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2021-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JULIANA KREUL
ReturnHeader/ReturnTs	0	2021-03-09T14:03:05-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-10-01
ReturnHeader/TaxPeriodEndDt	0	2020-09-30
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $337,302
Liabilities: $0
Net assets: $337,302
Revenue: $14,955
Expenses: $99,827
Net income: -$84,872

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.42	$0.00	$0.42	$0.23	$0.94	$0.71
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.12	$0.00	$1.12	$0.30	$0.90	$0.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.72	$0.00	$1.72	$0.17	$0.97	$0.80
2022Detailed filing. Detailed filing data is available for this year.	$2.52	$0.00	$2.52	$0.44	$1.01	$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.09	$0.00	$3.09	$0.70	$0.99	$0.29
2020Detailed filing. Detailed filing data is available for this year.	$3.37	$0.00	$3.37	$0.15	$1.00	$0.85
2019Detailed filing. Detailed filing data is available for this year.	$4.22	$0.00	$4.22	$0.19	$1.02	$0.83
2018Detailed filing. Detailed filing data is available for this year.	$5.05	$0.00	$5.05	$0.32	$1.04	$0.71
2015Summary only. Only limited summary data is available for this year.	$6.88	$0.00		$0.39	$1.14	$0.76
2014Summary only. Only limited summary data is available for this year.	$7.64	$0.00		$0.81	$1.18	$0.37
2013Summary only. Only limited summary data is available for this year.	$8.01	$0.00		$0.62	$1.17	$0.55
2012Summary only. Only limited summary data is available for this year.	$8.56	$0.00		$0.37	$1.24	$0.88
2011Summary only. Only limited summary data is available for this year.	$9.43	$0.00		$0.50	$1.22	$0.72