Civic Intelligence

The Florence Foundation

990PF • Fiscal year 2011 • EIN 63-0843906

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

Organization Profile
4519 Mcinnis Avenue39563
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

76th percentile

$11,000

Higher top officer pay than 76% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

59th percentile

2.2%

Faster asset growth than 59% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$2,932,584

Up $64,023 (+2.2%) from 2010

Net Assets

Up

$2,932,584

Up $64,023 (+2.2%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$183,089

Down $1,959 (-1.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,868,561Liabilities 2010: $0Net Assets 2010: $2,868,5612010Assets 2011: $2,932,584Liabilities 2011: $0Net Assets 2011: $2,932,5842011Assets 2012: $2,885,528Liabilities 2012: $0Net Assets 2012: $2,885,5282012Assets 2013: $2,867,482Liabilities 2013: $0Net Assets 2013: $2,867,4822013Assets 2014: $2,940,304Liabilities 2014: $0Net Assets 2014: $2,940,3042014Assets 2015: $2,919,730Liabilities 2015: $0Net Assets 2015: $2,919,7302015Assets 2016: $2,983,329Liabilities 2016: $0Net Assets 2016: $2,983,3292016Assets 2017: $2,946,584Liabilities 2017: $0Net Assets 2017: $2,946,5842017Assets 2018: $2,834,365Liabilities 2018: $0Net Assets 2018: $2,834,3652018Assets 2019: $2,781,045Liabilities 2019: $0Net Assets 2019: $2,781,0452019Assets 2020: $2,583,931Liabilities 2020: $0Net Assets 2020: $2,583,9312020Assets 2021: $2,463,879Liabilities 2021: $0Net Assets 2021: $2,463,8792021Assets 2022: $2,507,374Liabilities 2022: $0Net Assets 2022: $2,507,3742022Assets 2023: $2,706,182Liabilities 2023: $0Net Assets 2023: $2,706,1822023Assets 2024: $2,947,569Liabilities 2024: $0Net Assets 2024: $2,947,5692024

Highlighted filing

2011

Assets$2,932,584
Liabilities$0
Net Assets$2,932,584
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $185,0482010Expenses 2011: $183,0892011Expenses 2012: $193,8532012Revenue 2013: $132,923Expenses 2013: $203,606Net Income 2013: -$70,6832013Revenue 2014: $333,961Expenses 2014: $221,896Net Income 2014: $112,0652014Revenue 2015: $175,122Expenses 2015: $218,162Net Income 2015: -$43,0402015Revenue 2016: $234,652Expenses 2016: $209,489Net Income 2016: $25,1632016Revenue 2017: $151,186Expenses 2017: $230,035Net Income 2017: -$78,8492017Revenue 2018: $104,846Expenses 2018: $235,355Net Income 2018: -$130,5092018Revenue 2019: $366,388Expenses 2019: $262,216Net Income 2019: $104,1722019Revenue 2020: $60,363Expenses 2020: $273,096Net Income 2020: -$212,7332020Revenue 2021: $255,194Expenses 2021: $253,756Net Income 2021: $1,4382021Revenue 2022: $263,307Expenses 2022: $215,718Net Income 2022: $47,5892022Revenue 2023: $553,226Expenses 2023: $301,292Net Income 2023: $251,9342023Revenue 2024: $521,892Expenses 2024: $317,890Net Income 2024: $204,0022024

Highlighted filing

2011

Revenue-
Expenses$183,089
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DWAIN G LUCE JRTrustee-$11,000-$11,000
C WILLIAM BODIE MDTrustee-$11,000-$11,000
THOMAS F GARTHTrustee-$11,000-$11,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMOBILE INFIRMARY FOUNDATIONPULMONARY REHAB CENTERPUBLIC CHARITYMOBILE, AL, US$25,000
Paid GrantAMERICAN LUNG ASSOCIATION OF ALABAMA MOBILE CHAPTERI'LL NEVER SMOKE CAMPAIGNPUBLIC CHARITYBESSEMER, AL, US$24,000
Paid GrantUNIV OF MOBILE NURSING PROGRAMNURSING PROGRAM SCHLORSHIPPUBLIC CHARITYEIGHT MILE, AL, US$20,000
Paid GrantCRITTENTON YOUTH SERVICESEDUCATIONPUBLIC CHARITYMOBILE, AL, US$10,000
Paid GrantST LUKES SCHOOLEDUCATIONPUBLIC CHARITYMOBILE, AL, US$10,000
Paid GrantTEAM FOCUSOPERATIONSPUBLIC CHARITYMOBILE, AL, US$10,000
Paid GrantYOUNG LIFEYOUTH GROUPPUBLIC CHARITYMOBILE, AL, US$10,000
Paid GrantELIJAH HOUSEPRISON REFORMPUBLIC CHARITYMOBILE, AL, US$5,000
Paid GrantTHE SHOULDERHEALTH & EDUCATIONPUBLIC CHARITYSPANISH FORT, AL, US$5,000
Paid GrantWINGS OF LIFEREHAB CENTERPUBLIC CHARITYMOBILE, AL, US$5,000
Paid GrantCYSTIC FIBROSISHEALTH & EDUCATIONPUBLIC CHARITYMOBILE, AL, US$5,000
Paid GrantEDITH MURPHY FOUNDATIONHEALTH & EDUCATIONPUBLIC CHARITYMOBILE, AL, US$3,000
Paid GrantVICTORY HEALTH CLINICHEALTH & EDUCATIONPUBLIC CHARITYMOBILE, AL, US$2,500
Paid GrantVOLUNTEER GUARDIANPHYSICAL OR MENTAL INCAPACITYPUBLIC CHARITYMOBILE, AL, US$2,500
Paid GrantLOAVES & FISHESOPERATIONSPUBLIC CHARITYMOBILE, AL, US$1,000
Paid GrantMOBILE RESCUE MISSIONOPERATIONSPUBLIC CHARITYMOBILE, AL, US$1,000
Paid GrantTHE SALVATION ARMYOPERATIONSPUBLIC CHARITYMOBILE, AL, US$1,000
Paid GrantBELLINGRATH GARDENSOPERATIONSPUBLIC CHARITYTHEODORE, AL, US$1,000
Filing and Contact Details

Filer

EIN
63-0843906
Raw XML AppendixShowing 400 of 701 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
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0COCA COLA ENTERPRISES, 7.125% -- $25,000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1SOUTHTRUST BANK BHAM MED TERM -- 50,000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2FORD MOTOR CREDIT NOTES 7.25% DUE 10/25/11 - $25,000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3GMAC 6.875% DUE 9/15/11 - $25,000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4COMCAST 6.5% DUE 1/15/15 - $25,000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5GE ELECTRIC 5% DUE 2/1/13 - $100,000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6TIME WARNER 6.875% DUE 6/15/18 - $25,000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JOHN HANCOCK LIFE 5.1% -- 35,000
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8CAPITAL ONE FINANCIAL CORP SENIOR NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9AMERICAN EXPRESS 3.10% DUE 05/21/12
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10CIT GROUP SECURED NOTE 7.00% DUE 05/01/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11CIT GROUP SECURED NOTE 7.00% DUE 05/01/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12CIT GROUP SECURED NOTES 7.00% DUE 5/15/15
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13CIT GROUP SECURED NOTE 7.00% DUE 05/01/17
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14CIT GROUP SECURED NOTE 7.00% DUE 05/01/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15DOW CHEMICAL INTERNOTES 8.00% DUE 05/15/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond16GATX INC SENIOR NOTES 8.75% DUE 05/15/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond17REGIONS BANK SUBORDINATE NOTE 7.50% DUE 05/15/18
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV39100325
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0DOW CHEMICAL -- 1600 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1LILLY ELI & COMPANY -- 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2MERCHANTS & MARINE BANK -- 14485 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ROYAL DUTCH PETROLEUM -- 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4HARTFORD FINANCIAL SERV GROUP INC -- 300 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5COCA COLA CO -- 200 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6WESTAR ENERGY INC -- 2900 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7MERRILL LYNCH CAPITAL TR, 7.12% PFD -- 1800 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8EXXON MOBIL -- 700 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9JOHNSON & JOHNSON -- 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10COLONIAL PPTYS TR -- 1,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11PLUM CREEK TIMBER CO. -- 2,000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12MICROSOFT - 1000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13GE CAPL CORP PINES 6.1% - 3000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14SOUTHERN CO. - 2000 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15ALLIANT ENERGY -- 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16CONSOLIDATED EDISON -- 950 SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17DOMINION RES -- 500 SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18EXELON CORP -- 1600 SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19KRAFT FOODS-- 500 SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20NORTHWEST NATURAL GAS -- 1000 SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21TECO ENERGY -- 1600 SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22VULCAN MATERIAL -- 450 SH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23INTERNATIONAL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24NUVEEN MULTI-CURRENCY SHORT TERM GOVT. INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25ANWORTH MORTGAGE ASSET CORP SER B CUM CONV PFD 6.25%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26PREFERRED PLUC TR SERIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27FEDERAL NATIONAL MTG ASSOC PFD PERPETUAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29BRISTOL MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30CIT GROUP - 154 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31DPL INC - 2200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32PG&E CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33AGL RESOURCES - 1,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34TOTAL S A SPONSORED - 1,800 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35UNILEVER PLC - 1,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38CELLCOM ISRAEL LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39MCDONALDS CORP
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0KINDER MORGAN ENERGY - 1000 SHARES
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1ENTERPRISE LP -- 2000 SH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2INERGY LP -- 1,000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3MAGELLAN MIDSTREAM LP -- 700
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4LTD PENN VA RESOURCES -- 1,000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5NUSTAR ENERGY LP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6SUMMIT HOUSING PARTNERS LLC
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0446
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss03289
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0163300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm016946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0183089
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0197914
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0200379
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps022300
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm016946
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss042089
IRS990PF/BalanceSheets/CapitalStockBOY02868561
IRS990PF/BalanceSheets/CapitalStockEOY02932584
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0750371
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0542469
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0587113
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01446385
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01494489
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01981803
IRS990PF/BalanceSheets/InvestmentsOtherBOY0405318
IRS990PF/BalanceSheets/InvestmentsOtherEOY0434165
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0673934
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0266487
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0461461
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0461461
IRS990PF/BalanceSheets/TotalAssetsBOY02868561
IRS990PF/BalanceSheets/TotalAssetsEOY02932584
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03704311
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02868561
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02932584
IRS990PF/BalanceSheets/TotalNetAssetsBOY02868561
IRS990PF/BalanceSheets/TotalNetAssetsEOY02932584
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome082230
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0526612
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBICALLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11231 GAIN FROM PARTNERSHIPS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2CAPITAL GAINS FROM PARTNERSHIPS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss070585
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14684
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss21300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss35661
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses070585
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses14684
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses21300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses35661
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0597197
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice14684
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice21300
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice35661
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses017290
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases046733
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02932584
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02868561
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02932584
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0175659
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0175659
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0175659
IRS990PF/DistributableAmount/IncomeTaxForThisYear0247
IRS990PF/DistributableAmount/MinimumInvestmentReturn0179525
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome03619
IRS990PF/DistributableAmount/TotalTax03866
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02080
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax03619
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal03619
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome03619
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01539
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02080
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03704311
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets03645171
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0176825
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02949751
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable054678
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0518595
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0179525
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets03590493
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets03645171
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation011000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation111000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation211000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DWAIN G LUCE JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1C WILLIAM BODIE MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2THOMAS F GARTH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine104519 MCINNIS AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11900 DOWNTOWNER BLVD 347
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 2727
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0MOSS POINT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1MOBILE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2MOBILE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1AL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2AL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode039563
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode136609
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode236652
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0184114
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0182304
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.050774
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.049688
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.054300
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.053341
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.046770
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.049773
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets03590493
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear103366349
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202982616
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear303343997
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403690011
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear503508878
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01810
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0163300
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10167267
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20161957
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30178372
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40172580
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50174647
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.253872
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0163300

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,932,584
Liabilities
$0
Net assets
$2,932,584
Revenue
-
Expenses
$183,089
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.52$0.32$0.20
2023Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.55$0.30$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.26$0.22$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.26$0.25$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.06$0.27$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.37$0.26$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.10$0.24$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.15$0.23$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.23$0.21$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.18$0.22$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.33$0.22$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.13$0.20$0.07
2012Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.18
2010Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.19