Civic Intelligence

Don Mcqueen Smith 1963 Charitable Trust Advisory Committee Sucessor Trustee

990PF • Fiscal year 2011 • EIN 63-6049793

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

7771 Stables Drive30350
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$2,247,934

Flat from 2011

Net Assets

$2,247,934

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$102,820

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,210,937Liabilities 2010: $0Net Assets 2010: $2,210,9372010Assets 2011: $2,247,934Liabilities 2011: $0Net Assets 2011: $2,247,9342011Assets 2011: $2,247,934Liabilities 2011: $12011Assets 2012: $2,253,902Liabilities 2012: $12012Assets 2013: $2,151,368Liabilities 2013: $0Net Assets 2013: $2,151,3682013Assets 2014: $2,236,916Liabilities 2014: $0Net Assets 2014: $2,236,9162014Assets 2015: $2,315,673Liabilities 2015: $0Net Assets 2015: $2,315,6732015Assets 2016: $2,364,332Liabilities 2016: $0Net Assets 2016: $2,364,3322016Assets 2017: $2,460,723Liabilities 2017: $0Net Assets 2017: $2,460,7232017Assets 2018: $2,281,940Liabilities 2018: $0Net Assets 2018: $2,281,9402018Assets 2019: $2,217,879Liabilities 2019: $0Net Assets 2019: $2,217,8792019Assets 2020: $2,271,036Liabilities 2020: $0Net Assets 2020: $2,271,0362020Assets 2021: $2,284,375Liabilities 2021: $0Net Assets 2021: $2,284,3752021Assets 2022: $2,196,765Liabilities 2022: $0Net Assets 2022: $2,196,7652022Assets 2023: $2,125,027Liabilities 2023: $0Net Assets 2023: $2,125,0272023Assets 2024: $2,052,909Liabilities 2024: $0Net Assets 2024: $2,052,9092024

Highlighted filing

2011

Assets$2,247,934
Liabilities$0
Net Assets$2,247,934

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $105,0362010Expenses 2011: $102,8202011Revenue 2011: $139,764Expenses 2011: $102,820Net Income 2011: $36,9442011Revenue 2012: $119,905Expenses 2012: $113,557Net Income 2012: $6,3482012Revenue 2013: $69,451Expenses 2013: $143,399Net Income 2013: -$73,9482013Revenue 2014: $399,661Expenses 2014: $301,630Net Income 2014: $98,0312014Revenue 2015: $231,524Expenses 2015: $137,831Net Income 2015: $93,6932015Revenue 2016: $132,171Expenses 2016: $32,043Net Income 2016: $100,1282016Revenue 2017: $195,437Expenses 2017: $101,746Net Income 2017: $93,6912017Revenue 2018: -$65,796Expenses 2018: $123,835Net Income 2018: -$189,6312018Revenue 2019: $31,661Expenses 2019: $95,747Net Income 2019: -$64,0862019Revenue 2020: $196,751Expenses 2020: $140,168Net Income 2020: $56,5832020Revenue 2021: $133,828Expenses 2021: $120,489Net Income 2021: $13,3392021Revenue 2022: $140,812Expenses 2022: $223,342Net Income 2022: -$82,5302022Revenue 2023: $83,211Expenses 2023: $155,340Net Income 2023: -$72,1292023Revenue 2024: $124,355Expenses 2024: $196,492Net Income 2024: -$72,1372024

Highlighted filing

2011

Revenue-
Expenses$102,820
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON MCQUEEN SMITHAdvisory Director-$0--
CONNIE H SMITHAdvisory Director-$0--
DALE G SMITHAdvisory Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHILDREN'S HARBORSERVING SERIOUSLY ILL CHILDREN AND THEIR FAMILIES-ALEXANDER CITY, AL, US$40,000
Paid GrantBASCOM PALMER EYE INSTITUTEMEDICAL FOR PERSONS WITH FACIAL DIFFERENCES-MIAMI, FL, US$10,000
Paid GrantNAPLES EQUESTRIAN CHALLENGETHERAPEUTIC RIDING FOR ADULTS & CHILDREN WITH DISABI-NAPLES, FL, US$10,000
Paid GrantSOUTHEASTERN GUIDE DOGS INCGUIDE DOG TRAINING FOR THE VISUALLY IMPAIRED-PALMETTO, FL, US$10,000
Paid GrantHOPE HOSPICECOMFORT AND SUPPORT FOR INVDIVIDUALS WITH LIFE-LIMITING ILLNESS AND THEIR FAMILIES.-FORT MYERS, FL, US$6,000
Paid GrantANIMAL COMPASSION PROJECT INCFERAL CAT AND COMPANION ANIMAL RESCUE-NAPLES, FL, US$5,000
Paid GrantCOLLIER COUNTY CONSERVANCYCONSERVATION PROGRAM-NAPLES, FL, US$5,000
Paid GrantHORSES AND THE HANDICAPPEDMEDICAL FOR PERSONS WITH FACIAL DIFFERENCES-COCONUT CREEK, FL, US$5,000
Paid GrantPRATTVILLE YMCAYMCA-PRATTVILLE, AL, US$5,000
Paid GrantUNITED WAY OF AUTAUGA COUNTYUNITED WAY-PRATTVILLE, AL, US$1,000
Filing and Contact Details

Filer

EIN
63-6049793
Raw XML AppendixShowing 400 of 427 raw XML fields

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

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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DON MCQUEEN SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1CONNIE H SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2DALE G SMITH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0ADVISORY DIRECTOR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FERAL CAT AND COMPANION ANIMAL RESCUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1MEDICAL FOR PERSONS WITH FACIAL DIFFERENCES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2SERVING SERIOUSLY ILL CHILDREN AND THEIR FAMILIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CONSERVATION PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4COMFORT AND SUPPORT FOR INVDIVIDUALS WITH LIFE-LIMITING ILLNESS AND THEIR FAMILIES.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5MEDICAL FOR PERSONS WITH FACIAL DIFFERENCES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6THERAPEUTIC RIDING FOR ADULTS & CHILDREN WITH DISABI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GUIDE DOG TRAINING FOR THE VISUALLY IMPAIRED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9UNITED WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ANIMAL COMPASSION PROJECT INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BASCOM PALMER EYE INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CHILDREN'S HARBOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13COLLIER COUNTY CONSERVANCY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14HOPE HOSPICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15HORSES AND THE HANDICAPPED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16NAPLES EQUESTRIAN CHALLENGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17PRATTVILLE YMCA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18SOUTHEASTERN GUIDE DOGS INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19UNITED WAY OF AUTAUGA COUNTY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11900 NW 17TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine121 OUR CHILDRENS HIGHWAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine133299 TAMIAMI TRAIL EAST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine149470 HEALTHPARK CIRCLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine153600 W SAMPLE ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16206 RIDGE DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17PO BOX 680009
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine184210 77TH STREET EAST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19600 E MAIN ST
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4FORT MYERS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5COCONUT CREEK
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IRS990PF/UndistributedIncome/AppliedToPriorYears00
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IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions097000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
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IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY071538
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear063517
OtherIncreasesSchedule/OtherIncreases/Amount053
OtherIncreasesSchedule/OtherIncreases/Description0COST BASIS ADJUSTMENTS
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/AdjustedNetIncome10
TaxesSchedule/Taxes/Amount02200
TaxesSchedule/Taxes/Amount11140
TaxesSchedule/Taxes/Category02011 ESTIMATES
TaxesSchedule/Taxes/Category12010 990-PF
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome00
TaxesSchedule/Taxes/NetInvestmentIncome10
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0636049793

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.12$0.20$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.08$0.16$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.14$0.22$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.13$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.20$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.03$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.07$0.12$0.19
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.20$0.10$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.13$0.03$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.23$0.14$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.40$0.30$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.07$0.14$0.07
2012Summary only. Only limited summary data is available for this year.$2.25$0.00$0.12$0.11$0.01
2011Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.10
2011Summary only. Only limited summary data is available for this year.$2.25$0.00$0.14$0.10$0.04
2010Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.11