Civic Intelligence

Alice F Smith Scholarship Trust

990PF • Fiscal year 2016 • EIN 65-6202829

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
359 West Dearborn StreetEnglewood, FL 34223

(941) 474-7768

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

2.2%

Faster asset growth than 54% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

71st percentile

15%

Faster revenue growth than 71% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$246,790

Up $5,255 (+2.2%) from 2015

Net Assets

Up

$246,790

Up $5,255 (+2.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

Up

$12,829

Up $1,720 (+15%) from 2015

Expenses

Down

$6,656

Down $4,759 (-42%) from 2015

Net Income

Up

$6,173

Up $6,479 (+2117%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$400K$300K$200K$100K$0Assets 2011: $235,997Liabilities 2011: $12011Assets 2012: $239,436Liabilities 2012: $0Net Assets 2012: $239,4362012Assets 2013: $236,806Liabilities 2013: $0Net Assets 2013: $236,8062013Assets 2014: $237,584Liabilities 2014: $0Net Assets 2014: $237,5842014Assets 2015: $241,535Liabilities 2015: $0Net Assets 2015: $241,5352015Assets 2016: $246,790Liabilities 2016: $0Net Assets 2016: $246,7902016Assets 2017: $233,785Liabilities 2017: $0Net Assets 2017: $233,7852017Assets 2018: $236,186Liabilities 2018: $0Net Assets 2018: $236,1862018Assets 2020: $254,391Liabilities 2020: $02020Assets 2021: $264,700Liabilities 2021: $02021Assets 2024: $328,845Liabilities 2024: $0Net Assets 2024: $328,8452024

Highlighted filing

2016

Assets$246,790
Liabilities$0
Net Assets$246,790
Open 2016 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2011: $12,141Expenses 2011: $15,275Net Income 2011: -$3,1342011Expenses 2012: $7,9062012Revenue 2013: $10,178Expenses 2013: $18,268Net Income 2013: -$8,0902013Revenue 2014: $15,849Expenses 2014: $15,046Net Income 2014: $8032014Revenue 2015: $11,109Expenses 2015: $11,415Net Income 2015: -$3062015Revenue 2016: $12,829Expenses 2016: $6,656Net Income 2016: $6,1732016Revenue 2017: $13,024Expenses 2017: $28,177Net Income 2017: -$15,1532017Revenue 2018: $11,756Expenses 2018: $13,583Net Income 2018: -$1,8272018Revenue 2020: $12,365Expenses 2020: $11,187Net Income 2020: $1,1782020Revenue 2021: $18,100Expenses 2021: $7,792Net Income 2021: $10,3082021Revenue 2024: $77,530Expenses 2024: $26,564Net Income 2024: $50,9662024

Highlighted filing

2016

Revenue$12,829
Expenses$6,656
Net Income$6,173
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R Earl WarrenTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alice F Smith Scholarship Trust
EIN
65-6202829
Phone
9414747768
Address
359 West Dearborn Street, Englewood, FL 34223

Signing Officer

Name
R Earl Warren
Title
Trustee
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
R Earl Warren Pa
Address
359 W Dearborn St, Englewood, FL 34223-3156
Preparer
R Earl Warren
Phone
9414747768
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AES Corporation - 138 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1A T&T Corporation - 77 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Ameren Corporation - 412 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3BP Amoco Corporation - 634 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Exelon Corporation - 200 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Exxon Corporation - 400 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Louisiana-Pacific Corp. - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Louisiana-Pacific Corp. - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Louisiana-Pacific Corp. - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Louisiana-Pacific Corp. - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Masco Corporation - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Masco Corporation - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Rite Aid Corporation - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Rite Aid Corporation - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Rite Aid Corporation - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Rite Aid Corporation - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Rite Aid Corporation - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Southern Company - 900 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18USX - U.S. Steel Group - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19USX - U.S. Steel Group - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20USX - U.S. Steel Group - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Advanced MicroDevices - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Corning, Inc. - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HP, Inc. - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24McDermott International, Inc. - 300 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Nortel Networks Corporation - 10 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Williams Companies, Inc. - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Xerox Corporation - 100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Comcast Corporation - 150 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Windstream Corporation - 17 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BWX Technologies Co. - 150 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31First Energy Corporation - 133 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WPX Energy, Inc. - 33 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Nuveen Quality Pfd Inc.Fd- 2000 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NRG [Gennon] - 3 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Hewlett Packard Enterprise Co.-100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Babcock & Wilson Enterprises-75 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Communications Sales/Leasing - 20 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TopBuild Corporation - 22 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Nokia Corporation - 65 shs
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01971 Eisenhower uncir.silver dollars - 5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11838 U G large certificate
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21841 dollar damaged [hole drilled]
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31797 dollar damaged [hole drilled]
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Columbian U.S. half dollars - 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5$3.40 dollar [90% silver]
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63 cent nickel
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7AGE-Eaton Vance Inc.Fd/Bostn- 671.302 sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AGE-Goldman Sacs Trust-Finl 619.300 shs
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AGE-Oppenheimer Int'l-801.015000 shs
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15AGE-Virtus Emerging Mk Op-456.021 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16AGE-American Century Gwth Fd-132.906shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17AGE-VictoryMunder Midcap Core-109.102shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18AGE-American EuroPacific-99.307 shs
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20AGE-Fidelity Adv.Strategic-310.196 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21AGE-Deutsch Global Real Est,-506.646 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22AGE-Deutsch Enhan.Commodity-167.416 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23AGE-Inv.Manag.Oak Rdg Sm.Cap-108.137 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24AGE-Un.Dean Small Cap Value-250.312 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25AGE-Amer.Century Diversified-514.302 shs
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010766
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt06156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06656
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06156
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06656
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012881
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012829
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt06156
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06156
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06156
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02430
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0315
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06173
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01149
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0231
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0247939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0241535
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0246790
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015940
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015940
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015940
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016075
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0135
IRS990PF/DistributableAmountGrp/TotalTaxAmt0135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0135
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0135
IRS990PF/FMVAssetsEOYAmt0344189
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0217595
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0225462
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0130475
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0129313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0221690
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt06
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt088272
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt088040
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt093066
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt023940
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt021328
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022782
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt029433
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt029433
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0241535
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0246790
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0344189
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0241535
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0246790
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0241535
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0246790
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0326400
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026987
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0299308
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04896
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0105
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016075
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0321504
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0326400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0R Earl Warren
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0359 W Dearborn Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Englewood
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034223
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt06656
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt06656
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt06656
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0359 W Dearborn Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Englewood
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034223
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0R Earl Warren
IRS990PF/StatementsRegardingActyGrp/PhoneNum09414747768
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See attached Application Form.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0R Earl Warren Trustee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09414747768
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0359 W Dearborn Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Englewood
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034223
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Only students educated in the Englewood, FL school system needing financial assistance are eligible to apply.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0May 15
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0College scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Kelly Ann Smith
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0441 Leach Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Englewood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034223

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,790
Liabilities
$0
Net assets
$246,790
Revenue
$12,829
Expenses
$6,656
Net income
$6,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.78$0.27$0.51
2021Summary only. Only limited summary data is available for this year.$2.65$0.00$0.18$0.08$0.10
2020Summary only. Only limited summary data is available for this year.$2.54$0.00$0.12$0.11$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.12$0.14$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.13$0.28$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.13$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.11$0.11$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.16$0.15$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.10$0.18$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.08
2011Summary only. Only limited summary data is available for this year.$2.36$0.00$0.12$0.15$0.03