Civic Intelligence

Moeller William E & Mary E Chartiable Trust

990PF • Fiscal year 2024 • EIN 59-7214278

Dec 01, 2023 to Nov 30, 2024 • Filed on Apr 12, 2025

Organization Profile
PO Box 3443Saint Augustine, FL 32085-3443

(904) 824-2881

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

51%

Higher net margin than 88% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$36,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

63rd percentile

7.5%

Faster asset growth than 63% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

76%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$4,374,013

Up $303,863 (+7.5%) from 2023

Net Assets

$4,374,013

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin88th percentile

Revenue

Up

$590,637

Up $254,525 (+76%) from 2023

Expenses

Down

$286,774

Down $6,550 (-2.2%) from 2023

Net Income

Up

$303,863

Up $261,075 (+610%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,574,507Liabilities 2010: $0Net Assets 2010: $4,574,5072010Assets 2011: $4,173,630Liabilities 2011: $0Net Assets 2011: $4,173,6302011Assets 2012: $4,197,650Liabilities 2012: $0Net Assets 2012: $4,197,6502012Assets 2013: $4,158,093Liabilities 2013: $0Net Assets 2013: $4,158,0932013Assets 2014: $4,166,902Liabilities 2014: $0Net Assets 2014: $4,166,9022014Assets 2015: $4,157,015Liabilities 2015: $0Net Assets 2015: $4,157,0152015Assets 2016: $4,124,440Liabilities 2016: $0Net Assets 2016: $4,124,4402016Assets 2017: $4,118,430Liabilities 2017: $0Net Assets 2017: $4,118,4302017Assets 2018: $4,135,620Liabilities 2018: $0Net Assets 2018: $4,135,6202018Assets 2019: $4,078,678Liabilities 2019: $12019Assets 2020: $4,042,154Liabilities 2020: $0Net Assets 2020: $4,042,1542020Assets 2021: $3,998,987Liabilities 2021: $0Net Assets 2021: $3,998,9872021Assets 2022: $4,027,362Liabilities 2022: $0Net Assets 2022: $4,027,3622022Assets 2023: $4,070,150Liabilities 2023: $12023Assets 2024: $4,374,013Liabilities 2024: $0Net Assets 2024: $4,374,0132024

Highlighted filing

2024

Assets$4,374,013
Liabilities$0
Net Assets$4,374,013
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $182,5132010Expenses 2011: $161,8052011Expenses 2012: $180,4272012Expenses 2013: $167,4662013Revenue 2014: $175,657Expenses 2014: $166,848Net Income 2014: $8,8092014Revenue 2015: $156,105Expenses 2015: $165,992Net Income 2015: -$9,8872015Revenue 2016: $138,880Expenses 2016: $171,455Net Income 2016: -$32,5752016Revenue 2017: $173,244Expenses 2017: $179,254Net Income 2017: -$6,0102017Revenue 2018: $206,839Expenses 2018: $189,649Net Income 2018: $17,1902018Revenue 2019: $108,126Expenses 2019: $165,068Net Income 2019: -$56,9422019Revenue 2020: $109,525Expenses 2020: $146,049Net Income 2020: -$36,5242020Revenue 2021: $100,985Expenses 2021: $144,152Net Income 2021: -$43,1672021Revenue 2022: $246,561Expenses 2022: $218,186Net Income 2022: $28,3752022Revenue 2023: $336,112Expenses 2023: $293,324Net Income 2023: $42,7882023Revenue 2024: $590,637Expenses 2024: $286,774Net Income 2024: $303,8632024

Highlighted filing

2024

Revenue$590,637
Expenses$286,774
Net Income$303,863
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2023 to Nov 30, 2024
Signed
Apr 12, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SUNDEMANTrusteePT$36,000-$36,000
Filing and Contact Details

Filer

Filer Name
Moeller William E & Mary E Chartiable Trust
EIN
59-7214278
Phone
9048242881
Address
PO BOX 3443, SAINT AUGUSTINE, FL 32085-3443

Signing Officer

Name
John Sundeman
Title
Trustee
Phone
9048242881
Signed
2025-04-12
Discuss with paid preparer
Yes

Preparer

Firm
John Sundeman CPA PA
Address
PO Box 3443, St Augustine, FL 32085
Preparer
John Sundeman
Phone
9048242881
Raw XML AppendixShowing 400 of 587 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/EOYBookValueAmt020103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2152943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt320371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5213259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6153463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt725187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8434197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9197939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1030234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1125177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1269368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13309736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1420117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1530068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1620296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1725022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1824953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1943471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2025197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2125086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2224972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2374630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24266429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2545394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2689423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2725072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2825366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2925490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3020338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3157803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32650407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3313348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3416492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3525195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3629753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37183791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3830165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3925107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4025058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4120136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4225246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4325054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4425073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4524955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4625088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4729720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4825111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4925043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5011974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5111805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5213010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt018659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2135240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt320674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt426291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5213259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6149475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt724024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8416880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9190040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1028168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1124352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1271064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13291474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1422500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1531891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1621163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1722729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1823136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1937187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2025137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2126440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2222770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2359241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24412860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2548300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2681527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2726385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2823300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2924648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3022390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3147957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32650407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33157340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3528388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3626969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37110737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3833930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3925018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4029417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4123304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4229233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4325024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4425157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4527416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4614349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4731216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4827229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4927936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5017285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5126534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5214671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADVANCE AUTO PARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AGNC INVT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLIANCEBERNSTEIN HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALLIANT ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERIS PREFERRED INVESTMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ANNALY CAPITAL MGMT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ARCHER DANIELS MIDLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BHP GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BLUE OWL CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BRISTOL-MEYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CITIGROUP INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16COMCAST CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CONAGRA BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CONSOLIDATED EDISON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CROWN CASTLE INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DARDEN RESTAURANTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DEVON ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DOW INC REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25FIFTH THIRD BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26FORD MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27GILEAD SCIENCES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HUNTSMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29INTRPUBLIC GRP OF CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LINCOLN NTL CORP IND NPV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31KRAFT (THE) HEINZ CO SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ML BANK DEPOSIT PROGRAM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NEXTERA ENERGY INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NORTEL NETWORKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ONEMAIN HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PHILIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PLAIN ALL AMERN PIPL LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PNC FINCL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PROCTOR & GAMMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PUBLIC SVC ENTERPRISE GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SIXTH STR SPECIALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STARWOOD PPTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TRUIST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TTEC HOLDINGS INC REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VICI PPTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50AMERICAN CAP IN BLDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51FRANKLIN UTILITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FRANKLIN INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53JANUS HENDERSON GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0459363
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0128 SAN MARCO AVENUE, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0459363
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0196431
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0390303
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FORM 1065 K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt03903
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0590637
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0590637
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03564
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07129
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0390303
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0207500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0207500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0196431
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0196431
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0303863
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01715377
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0416
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0415
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0831
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0390303
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0554858
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0650
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt010750
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt010750
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt021500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt03903
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03903
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02200
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt02199
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt04399
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0402
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0243282
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035779
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0286774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0590637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0590637
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt035782
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035779
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt079274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0527254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1742852
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt254968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0103684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1265217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt221402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0103684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1265217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt221402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0630938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11008069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt276370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SECURITIES MERRILL LYNCH RECORD HOLDER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SECURITIES MERRILL LYNCH RECORD HOLDER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SECURITIES MERRILL LYNCH RECORD HOLDER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0390303
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0103684
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0303863
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04374013
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04070150
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04374013
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0206466
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0206466
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0206466
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0214179
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07713
IRS990PF/DistributableAmountGrp/TotalTaxAmt07713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt016986
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt024699
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-24699
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt016986
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt024699
IRS990PF/FMVAssetsEOYAmt04490495
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04070150
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04374013
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt052285
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt064736
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt064736
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03550206
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03832928
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03949410
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04699
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt016986
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt016986
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0462960
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0459363
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0459363
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04070150
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04374013
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04490495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04070150
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04374013
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04070150
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04374013
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04348812
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt047831
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03838321
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt065232
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0462660
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0214179
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04283580
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04348812
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt036000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN SUNDEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 2196
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ST AUGUSTINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032085
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0243282
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0243282
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01 SEBASTIAN AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST AUGUSTINE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0320843280
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN SUNDEMAN CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum09048242881
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0GRANTS AND CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS -- SEE PART XIV FOR DETAIL LISTING AND -- PAGE 1 COLUMN (d), LINE 26 FOR THE EXPENSE TOTAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0243282
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt275000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,374,013
Liabilities
$0
Net assets
$4,374,013
Revenue
$590,637
Expenses
$286,774
Net income
$303,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.59$0.29$0.30
2023Summary only. Only limited summary data is available for this year.$4.07$0.00$0.34$0.29$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.25$0.22$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.10$0.14$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.11$0.15$0.04
2019Summary only. Only limited summary data is available for this year.$4.08$0.00$0.11$0.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.21$0.19$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.17$0.18$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.14$0.17$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.18$0.17$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.17
2012Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.18
2011Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.16
2010Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.18