Civic Intelligence

Bacardi Foundation

990PF • Fiscal year 2020 • EIN 65-0342998

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization Profile
300 SE 19th StreetFort Lauderdale, FL 33316

(954) 463-1331

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-26%

Higher net margin than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$100,005

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 27.9% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

27th percentile

-2.2%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

141%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,268,593

Down $94,568 (-2.2%) from 2019

Net Assets

Down

$4,268,593

Down $94,568 (-2.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin18th percentile

Revenue

Up

$358,413

Up $209,916 (+141%) from 2019

Expenses

Down

$452,981

Down $121,134 (-21%) from 2019

Net Income

Up

-$94,568

Up $331,050 (+78%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $7,909,195Liabilities 2011: $02011Assets 2012: $7,253,977Liabilities 2012: -$1062012Assets 2013: $6,904,026Liabilities 2013: $02013Assets 2014: $6,419,414Liabilities 2014: $4,4232014Assets 2015: $5,835,984Liabilities 2015: $02015Assets 2016: $5,345,137Liabilities 2016: $0Net Assets 2016: $5,345,1372016Assets 2017: $5,059,103Liabilities 2017: $0Net Assets 2017: $5,059,1032017Assets 2018: $4,788,779Liabilities 2018: $0Net Assets 2018: $4,788,7792018Assets 2019: $4,363,161Liabilities 2019: $0Net Assets 2019: $4,363,1612019Assets 2020: $4,268,593Liabilities 2020: $0Net Assets 2020: $4,268,5932020Assets 2021: $4,018,649Liabilities 2021: $0Net Assets 2021: $4,018,6492021Assets 2022: $3,828,054Liabilities 2022: $0Net Assets 2022: $3,828,0542022Assets 2023: $3,556,648Liabilities 2023: $12023Assets 2024: $3,299,300Liabilities 2024: $0Net Assets 2024: $3,299,3002024

Highlighted filing

2020

Assets$4,268,593
Liabilities$0
Net Assets$4,268,593
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $590,359Expenses 2011: $859,835Net Income 2011: -$269,4762011Revenue 2012: $215,807Expenses 2012: $870,919Net Income 2012: -$655,1122012Revenue 2013: $558,594Expenses 2013: $908,651Net Income 2013: -$350,0572013Revenue 2014: $447,958Expenses 2014: $936,993Net Income 2014: -$489,0352014Revenue 2015: $162,325Expenses 2015: $741,332Net Income 2015: -$579,0072015Revenue 2016: $252,887Expenses 2016: $743,734Net Income 2016: -$490,8472016Revenue 2017: $404,963Expenses 2017: $690,997Net Income 2017: -$286,0342017Revenue 2018: $358,961Expenses 2018: $629,285Net Income 2018: -$270,3242018Revenue 2019: $148,497Expenses 2019: $574,115Net Income 2019: -$425,6182019Revenue 2020: $358,413Expenses 2020: $452,981Net Income 2020: -$94,5682020Revenue 2021: $176,290Expenses 2021: $426,234Net Income 2021: -$249,9442021Revenue 2022: $296,595Expenses 2022: $487,190Net Income 2022: -$190,5952022Revenue 2023: $158,646Expenses 2023: $430,052Net Income 2023: -$271,4062023Revenue 2024: $161,287Expenses 2024: $418,635Net Income 2024: -$257,3482024

Highlighted filing

2020

Revenue$358,413
Expenses$452,981
Net Income-$94,568
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER HAAGENSONTrusteePT$100,005-$100,005
SHERRY HAAGENSONTrustee-$0--
FACUNDO BACARDITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bacardi Foundation
EIN
65-0342998
Phone
9544631331
Address
300 SE 19TH STREET, FORT LAUDERDALE, FL 33316

Signing Officer

Name
Roger D Haagenson
Title
Director
Phone
9544631331
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Firm
Powers & Disque CPA Pa
Address
707 S E 3 AVE - STE 400, FT LAUDERDALE, FL 33316-1147
Preparer
Philip a Disque
Phone
9547644500
Raw XML AppendixShowing 400 of 444 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DFA EMERGING MKTS CORE EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DFA INTERNATIONAL CORE EQTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DFA INTERNATIONAL SMALL CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DFA INTERNATIONAL SMALL CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AQR LONG-SHORT EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DFA EMERGING MKTS CORE EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DFA EMERGING MKTS CORE EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7DFA INTERNATIONAL CORE EQTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8DFA INTERNATIONAL CORE EQTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9DFA INTERNATIONAL SMALL CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DFA INTERNATIONAL CORE EQTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VERO BEACH PROPERTY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-04-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-09-10
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt029
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt029
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt029137
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt047800
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt050734
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0428125
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0394898
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0537731
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt03530829
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt02778847
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt02778847
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt017082
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-4012349
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-4106917
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0357988
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01047048
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01049719
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04363161
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04268593
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04417031
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04363161
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04268593
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04363161
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04268593
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03979491
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt047055
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03932436
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt059692
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0195990
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03919799
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03979491
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0100005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROGER HAAGENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHERRY HAAGENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2FACUNDO BACARDI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300 SE 19TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300 SE 19TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2300 SE 19TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FT LAUDERDALE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233316
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0326946
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0326946
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0326946
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/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROGER HAAGENSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0300 SE 19TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FT LAUDERDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd033316
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09544631331
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANIMAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE LUBEE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0RELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0201 SE 19TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FT LAUDERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033316
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0192064
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0192064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0293231
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0323201
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0291332
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0396310
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0358686
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0358686
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01438956
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0134882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0293231
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0323201
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0291332
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0396310
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0326946
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0134882
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01797642
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01662760
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt017082
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0VERO BEACH PROPERTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REAL ESTATE TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt24103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0355
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18948
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24103
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0380507
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt11682
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MORTGAGE INTEREST RECEIVED
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LATE PAYMENT FEES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0380507
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11682
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0380507
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11682
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt026568
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LEGAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt026568
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12500
TaxesSchedule/TaxesDetail/Amt0191

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,268,593
Liabilities
$0
Net assets
$4,268,593
Revenue
$358,413
Expenses
$452,981
Net income
-$94,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.16$0.42$0.26
2023Summary only. Only limited summary data is available for this year.$3.56$0.00$0.16$0.43$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.30$0.49$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.02$0.00$4.02$0.18$0.43$0.25
2020Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.36$0.45$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.36$0.00$4.36$0.15$0.57$0.43
2018Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.36$0.63$0.27
2017Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.40$0.69$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$0.25$0.74$0.49
2015Summary only. Only limited summary data is available for this year.$5.84$0.00$0.16$0.74$0.58
2014Summary only. Only limited summary data is available for this year.$6.42$0.00$0.45$0.94$0.49
2013Summary only. Only limited summary data is available for this year.$6.90$0.00$0.56$0.91$0.35
2012Summary only. Only limited summary data is available for this year.$7.25$0.00$0.22$0.87$0.66
2011Summary only. Only limited summary data is available for this year.$7.91$0.00$0.59$0.86$0.27