Mcdermott Private Foundation Trust Co Joseph M Fleming Esq Trustee

990PF • Fiscal year 2023 • EIN 65-6062921

Oct 01, 2022 to Sep 30, 2023 • Filed on Nov 20, 2023

Organization Profile

11891 US Highway One 100North Palm Beach, FL 33408

(561) 622-2700

Siviq Scores

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

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

-593%

Higher net margin than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

$4,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 72.0% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

-10%

Faster asset growth than 30% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

-83%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets60th percentile

Assets

Down

$295,283

Down $32,907 (-10%) from 2022

Net Assets

Down

$295,283

Down $32,907 (-10%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin3rd percentile

Revenue

Down

$5,552

Down $27,078 (-83%) from 2022

Expenses

$38,459

Up $7,257 (+23%) from 2022

Net Income

Down

-$32,907

Down $34,335 (-2404%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

Highlighted filing

2023

Assets$295,283

Liabilities$0

Net Assets$295,283

Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

Highlighted filing

2023

Revenue$5,552

Expenses$38,459

Net Income-$32,907

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2022 to Sep 30, 2023
Signed: Nov 20, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JOSEPH M FLEMING	Trustee	-	$4,000	-	$4,000

Filing and Contact Details

Filer

Filer Name: Mcdermott Private Foundation Trust
EIN: 65-6062921
Phone: 5616222700
Address: 11891 US HIGHWAY ONE 100, NORTH PALM BEACH, FL 33408

Signing Officer

Name: Joseph M Fleming
Title: Trustee
Signed: 2023-11-20
Discuss with paid preparer: Yes

Preparer

Firm: Weinberg & Co WPB LLC
Address: 1800 S Australian Ave Ste 302, West Palm Beach, FL 33409
Preparer: Bruce Weinberg
Phone: 5616870700

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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/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	78072
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	15472
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	15472
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	2161
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	2161
IRS990PF/FMVAssetsEOYAmt	0	295803
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	7113
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	11801
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	11767
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	4712
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	15472
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	309431
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	314143
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	JOSEPH M FLEMING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5616222700
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	NORTH PALM BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	55120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	33408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	10001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	10836
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	7477
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	10836
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	15472
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	18313
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	7995
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	10836
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt	0	0
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	5485
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	18285
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	12800
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2698
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JOSEPH M FLEMING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	MCDERMOTT PRIVATE FOUNDATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	CO JOSEPH M FLEMING ESQ TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt	0	MCDE
ReturnHeader/Filer/EIN	0	656062921
ReturnHeader/Filer/PhoneNum	0	5616222700
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	11891 US HIGHWAY ONE 100
ReturnHeader/Filer/USAddress/CityNm	0	NORTH PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	FL
ReturnHeader/Filer/USAddress/ZIPCd	0	33408
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	452695247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Weinberg & Co WPB LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1800 S Australian Ave Ste 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	West Palm Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	33409
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5616870700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Bruce Weinberg
ReturnHeader/ReturnTs	0	2023-11-20T08:42:01-08:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JOSEPH M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	FLEMING
ReturnHeader/TaxPeriodBeginDt	0	2022-10-01
ReturnHeader/TaxPeriodEndDt	0	2023-09-30
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $295,283
Liabilities: $0
Net assets: $295,283
Revenue: $5,552
Expenses: $38,459
Net income: -$32,907

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$2.57	$0.00	$2.57	$0.18	$0.36	$0.18
2024Detailed filing. Detailed filing data is available for this year.	$2.75	$0.00	$2.75	$0.11	$0.31	$0.20
2023Detailed filing. Detailed filing data is available for this year.	$2.95	$0.00	$2.95	$0.06	$0.38	$0.33
2022Detailed filing. Detailed filing data is available for this year.	$3.28	$0.00	$3.28	$0.33	$0.31	$0.01
2021Detailed filing. Detailed filing data is available for this year.	$3.27	$0.00	$3.27	$0.14	$0.31	$0.17
2020Detailed filing. Detailed filing data is available for this year.	$3.43	$0.00	$3.43	$0.15	$0.46	$0.31
2019Detailed filing. Detailed filing data is available for this year.	$3.75	$0.00	$3.75	$1.34	$0.39	$0.95
2018Detailed filing. Detailed filing data is available for this year.	$2.80	$0.00	$2.80	$0.30	$0.56	$0.26
2017Detailed filing. Detailed filing data is available for this year.	$3.06	$0.00	$3.06	$0.29	$0.44	$0.14
2016Detailed filing. Detailed filing data is available for this year.	$3.20	$0.00	$3.20	$0.24	$0.38	$0.14
2015Detailed filing. Detailed filing data is available for this year.	$3.34	$0.00	$3.34	$0.22	$0.57	$0.36
2014Detailed filing. Detailed filing data is available for this year.	$3.70	$0.00	$3.70	$0.16	$0.47	$0.31
2013Detailed filing. Detailed filing data is available for this year.	$4.01	$0.00	$4.01		$0.54
2012Summary only. Only limited summary data is available for this year.	$4.42	$0.00		$0.16	$0.61	$0.45
2011Summary only. Only limited summary data is available for this year.	$4.87	$0.00		$0.33	$0.46	$0.12