Civic Intelligence

Alice F Smith Scholarship Trust

990PF • Fiscal year 2017 • EIN 65-6202829

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 16, 2018

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

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-116%

Higher net margin than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

34th percentile

-5.3%

Faster asset growth than 34% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.5%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$233,785

Down $13,005 (-5.3%) from 2016

Net Assets

Down

$233,785

Down $13,005 (-5.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Up

$13,024

Up $195 (+1.5%) from 2016

Expenses

Up

$28,177

Up $21,521 (+323%) from 2016

Net Income

Down

-$15,153

Down $21,326 (-345%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2017

Assets$233,785
Liabilities$0
Net Assets$233,785
Open 2017 Filing

Operations Trend

Revenue Growth51st 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

2017

Revenue$13,024
Expenses$28,177
Net Income-$15,153
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 16, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R Earl WarrenTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-College scholarshipNoneEnglewood, FL, US$500
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
2018-07-16
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 - 300 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 Energy [Gennon] - 3 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Hewlett Packard Enterprise Co.-100 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BWX Technologies Co. - 150 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37TopBuild Corporation - 22 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Nokia Corporation - 65 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Babcock & Wilcox Enterprises - 75 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Conduent, Inc. - 20 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DXC Technology Co. - 8 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Micro Focus Int'l - 13 shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Uniti Group, Inc. - 20 shs
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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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8AGE-Goldman Sacs Trust-Finl 652.580 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9AGE-Harbor Fund Cap.Apprec-127.720 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10AGE-MFS Ser.Tr.Value Fd - 267.182 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11AGE-Metropolitan West Total-1036.469 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12AGE-Oppenheimer Int'l-848.737 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13AGE-Virtus Emerging Mk Op-347.512 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14AGE-American Century Gwth Fd-100.133shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15AGE-VictoryMunder Midcap Core-121.450shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16AGE-American EuroPacific-114.153 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17AGE-AMG Managers Bond-263.119 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18AGE-Fidelity Adv.Strategic-323.725 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19AGE-Deutsch Global Real Est,-342.700 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20AGE-Amer.Century Diversified-837.271 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21AGE-American Fds Washington-72.890 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22AGE-Champlain Small Company-162.967 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23AGE-Cohen & Steers Realty - 32.027 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24AGE-Main.stay High Yield - 355.299 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25AGE-MFS Emerging Mkts Debt - 201.978 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26AGE-Pimco Commodity RealRtn- 316.016 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27AGE-Principal Small-MidCap - 193.030 shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28AGE-Wells Fargo Small Co.Grow-63.280 shs
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt010440
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt010440
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010440
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-15153
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt026723
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02513
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0298
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt016203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt016203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt016203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt016203
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt063
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt04750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt04750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04750
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010746
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt027677
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027677
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt028177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt013844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt013024
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt027677
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027677
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027677
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03396
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0298
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-15153
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02148
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0233785
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0246790
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0233785
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017539
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017539
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017539
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0360266
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0225462
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0224457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0129313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0129313
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0243894
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt088040
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt093237
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0105141
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt021328
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09328
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt029433
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011231
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011231
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0246790
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0233785
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0360266
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0246790
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0233785
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0246790
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0233785
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0356131
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt022795
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0333231
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05342
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0105
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017539
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0350789
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0356131
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/AdjustedQualifyingDistriAmt028177
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt028177
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt028177
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/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0R Earl Warren Trustee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09414747768
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0359 W Dearborn Street

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,785
Liabilities
$0
Net assets
$233,785
Revenue
$13,024
Expenses
$28,177
Net income
-$15,153
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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