Civic Intelligence

The Batchelor Foundation Inc.

990PF • Fiscal year 2019 • EIN 65-0188171

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 06, 2019

Organization Profile

View Organization Page

1680 Michigan Avenue No Ph1Miami Beach, FL 33139

(305) 534-5004

Siviq Scores

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

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

27th percentile

0.20x

Higher debt load relative to revenue than 27% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Net Margin

4th percentile

-57%

Higher net margin than 4% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

15th percentile

$250,897

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2019 filings • $250M-$1B nonprofits • Source year 2019

Asset Growth

11th percentile

-2.6%

Faster asset growth than 11% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-26%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$376,558,197

Down $10,032,058 (-2.6%) from 2018

Net Assets

Down

$373,865,662

Down $8,185,432 (-2.1%) from 2018

Liabilities

Down

$2,692,535

Down $1,846,626 (-41%) from 2018

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin4th percentile

Revenue

Down

$13,773,418

Down $4,826,797 (-26%) from 2018

Expenses

Up

$21,580,310

Up $4,526,620 (+27%) from 2018

Net Income

Down

-$7,806,892

Down $9,353,417 (-605%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$600M$400M$200M$0Assets 2010: $260,321,004Liabilities 2010: $2,131,397Net Assets 2010: $258,189,6072010Assets 2011: $311,750,525Liabilities 2011: $2,264,373Net Assets 2011: $309,486,1522011Assets 2012: $294,822,269Liabilities 2012: $2,476,6072012Assets 2013: $352,753,085Liabilities 2013: $2,997,863Net Assets 2013: $349,755,2222013Assets 2014: $392,570,243Liabilities 2014: $12,338,324Net Assets 2014: $380,231,9192014Assets 2015: $372,536,098Liabilities 2015: $9,463,766Net Assets 2015: $363,072,3322015Assets 2016: $337,824,908Liabilities 2016: $7,855,231Net Assets 2016: $329,969,6772016Assets 2017: $370,820,631Liabilities 2017: $5,328,692Net Assets 2017: $365,491,9392017Assets 2018: $386,590,255Liabilities 2018: $4,539,161Net Assets 2018: $382,051,0942018Assets 2019: $376,558,197Liabilities 2019: $2,692,535Net Assets 2019: $373,865,6622019Assets 2020: $349,399,977Liabilities 2020: $1,736,472Net Assets 2020: $347,663,5052020Assets 2021: $438,439,199Liabilities 2021: $812,165Net Assets 2021: $437,627,0342021Assets 2022: $358,630,434Liabilities 2022: $3,160,601Net Assets 2022: $355,469,8332022Assets 2023: $373,730,719Liabilities 2023: $6,229,290Net Assets 2023: $367,501,4292023Assets 2024: $389,691,931Liabilities 2024: $7,185,231Net Assets 2024: $382,506,7002024

Highlighted filing

2019

Assets$376,558,197
Liabilities$2,692,535
Net Assets$373,865,662
Open 2019 Filing

Operations Trend

Revenue Growth7th percentile

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

$60M$40M$20M$0-$20M-$40MExpenses 2010: $12,226,3422010Expenses 2011: $15,631,0082011Revenue 2012: $10,653,046Expenses 2012: $13,798,297Net Income 2012: -$3,145,2512012Expenses 2013: $23,569,9992013Revenue 2014: $26,982,060Expenses 2014: $28,695,142Net Income 2014: -$1,713,0822014Revenue 2015: $27,393,058Expenses 2015: $21,630,576Net Income 2015: $5,762,4822015Revenue 2016: $11,509,185Expenses 2016: $25,633,777Net Income 2016: -$14,124,5922016Revenue 2017: $23,769,051Expenses 2017: $20,217,019Net Income 2017: $3,552,0322017Revenue 2018: $18,600,215Expenses 2018: $17,053,690Net Income 2018: $1,546,5252018Revenue 2019: $13,773,418Expenses 2019: $21,580,310Net Income 2019: -$7,806,8922019Revenue 2020: $18,163,787Expenses 2020: $23,923,485Net Income 2020: -$5,759,6982020Revenue 2021: $36,072,516Expenses 2021: $21,104,362Net Income 2021: $14,968,1542021Revenue 2022: $9,326,509Expenses 2022: $24,455,506Net Income 2022: -$15,128,9972022Revenue 2023: $1,025,577Expenses 2023: $26,244,058Net Income 2023: -$25,218,4812023Revenue 2024: $52,004,007Expenses 2024: $30,203,000Net Income 2024: $21,801,0072024

Highlighted filing

2019

Revenue$13,773,418
Expenses$21,580,310
Net Income-$7,806,892
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL J FERRARESITrustee & Co-CEOFT$197,535$53,362$250,897
NANCY ANSLEYCFOFT$197,535$30,820$228,355
ANNE O BATCHELOR-ROBJOHNSTrustee & Co-CEOFT$201,926$17,236$219,162
JON BATCHELORTrustee, Exec. V PresidentFT$160,955$50,147$211,102
CARIDAD VELASCOControllerPT$119,921$40,902$160,823
JACK FALKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Batchelor Foundation Inc
EIN
65-0188171
Phone
3055345004
Address
1680 MICHIGAN AVENUE NO PH1, MIAMI BEACH, FL 33139

Signing Officer

Name
Nancy J Ansley
Title
CFO
Phone
3055345004
Signed
2019-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Kaufman Rossin & Copa
Address
2699 S BAYSHORE DRIVE, MIAMI, FL 33133
Preparer
John Anzivino
Phone
3058585600
Raw XML AppendixShowing 400 of 3,299 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/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02692535
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0386590255
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0376558197
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0382051094
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0373865662
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0371601769
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010197466
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0361404303
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05574027
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018301387
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0366027742
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0371601769
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt071559
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt024416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0ROSA GONZALEZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0ACCOUNTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd033139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MONDRIAN ALL COUNTRIES WORLD EQUITY FUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1GRYPHON INTERNATIONAL INVESTMENT CORP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2CHAMPLAIN INVESTMENT PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3THE CONCORD ADVISORY GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4SOUTHERN SUN ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0192286
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1187646
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2146907
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3145482
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4119809
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/AddressLine1Txt020 BAY STREET SUITE 1905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CityNm0TORONTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/CountryCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ForeignAddress/ProvinceOrStateNm0ONTARIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT MANAGEMENT FEES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01105 N MARKET ST STE 1118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1346 SHELBURNE ROAD 6TH FLR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2PO BOX CN 5275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt36000 POPLAR AVENUE SUITE 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2PRINCETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3MEMPHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3TN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd019801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd105401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd2085435275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd338119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt03
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt530.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0201926
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1197535
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3160955
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4197535
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5119921
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt017236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt153362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt350147
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt430820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt540902
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANNE O BATCHELOR-ROBJOHNS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DANIEL J FERRARESI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JACK FALK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JON BATCHELOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4NANCY ANSLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5CARIDAD VELASCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE & CO-CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE & CO-CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE, EXEC. V PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5CONTROLLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51680 MICHIGAN AVENUE PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5MIAMI BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd433139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd533139
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt020417760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt020614920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt015685243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt020530543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt024944418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt021789896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016736463
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.041102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.059130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.073837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.058711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0197160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0366027742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0381619833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0347209743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0337832436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0371139995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0362794465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt021263686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.278912
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt021066526
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt021263686
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0197160
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt021263686
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JACK A FALK

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$376,558,197
Liabilities
$2,692,535
Net assets
$373,865,662
Revenue
$13,773,418
Expenses
$21,580,310
Net income
-$7,806,892
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$390$7.19$383$52.0$30.2$21.8
2023Detailed filing. Detailed filing data is available for this year.$374$6.23$368$1.03$26.2$25.2
2022Detailed filing. Detailed filing data is available for this year.$359$3.16$355$9.33$24.5$15.1
2021Detailed filing. Detailed filing data is available for this year.$438$0.81$438$36.1$21.1$15.0
2020Detailed filing. Detailed filing data is available for this year.$349$1.74$348$18.2$23.9$5.76
2019Detailed filing. Detailed filing data is available for this year.$377$2.69$374$13.8$21.6$7.81
2018Detailed filing. Detailed filing data is available for this year.$387$4.54$382$18.6$17.1$1.55
2017Detailed filing. Detailed filing data is available for this year.$371$5.33$365$23.8$20.2$3.55
2016Detailed filing. Detailed filing data is available for this year.$338$7.86$330$11.5$25.6$14.1
2015Detailed filing. Detailed filing data is available for this year.$373$9.46$363$27.4$21.6$5.76
2014Detailed filing. Detailed filing data is available for this year.$393$12.3$380$27.0$28.7$1.71
2013Detailed filing. Detailed filing data is available for this year.$353$3.00$350$23.6
2012Summary only. Only limited summary data is available for this year.$295$2.48$10.7$13.8$3.15
2011Detailed filing. Detailed filing data is available for this year.$312$2.26$309$15.6
2010Detailed filing. Detailed filing data is available for this year.$260$2.13$258$12.2