Civic Intelligence

The Roskamp Foundation Irrevocable Trust

990PF • Fiscal year 2011 • EIN 65-6206042

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

1226 N Tamiami Trail No 30234236
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.04x

Higher debt load relative to assets than 33% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

84th percentile

$93,300

Higher top officer pay than 84% of similar nonprofits.

2011 filings • $10M-$25M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$20,065,346

No earlier filing loaded for comparison.

Net Assets

$19,192,929

No earlier filing loaded for comparison.

Liabilities

$872,417

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$2,369,765

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $20,065,346Liabilities 2011: $872,417Net Assets 2011: $19,192,9292011Assets 2012: $21,796,729Liabilities 2012: $1,519,5702012Assets 2013: $21,842,329Liabilities 2013: $3,175,5092013Assets 2014: $29,744,693Liabilities 2014: $7,941,204Net Assets 2014: $21,803,4892014Assets 2015: $29,283,168Liabilities 2015: $7,391,678Net Assets 2015: $21,891,4902015Assets 2016: $28,888,261Liabilities 2016: $6,693,384Net Assets 2016: $22,194,8772016Assets 2017: $28,704,660Liabilities 2017: $6,275,239Net Assets 2017: $22,429,4212017Assets 2018: $30,548,989Liabilities 2018: $6,269,348Net Assets 2018: $24,279,6412018Assets 2019: $31,280,355Liabilities 2019: $6,269,069Net Assets 2019: $25,011,2862019Assets 2020: $31,830,453Liabilities 2020: $39,726Net Assets 2020: $31,790,7272020Assets 2021: $31,784,576Liabilities 2021: $7,000Net Assets 2021: $31,777,5762021Assets 2022: $31,700,167Liabilities 2022: $0Net Assets 2022: $31,700,1672022Assets 2023: $31,047,721Liabilities 2023: $500Net Assets 2023: $31,047,2212023Assets 2024: $30,961,485Liabilities 2024: $6,500Net Assets 2024: $30,954,9852024

Highlighted filing

2011

Assets$20,065,346
Liabilities$872,417
Net Assets$19,192,929

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $2,369,7652011Revenue 2012: $3,337,305Expenses 2012: $2,253,075Net Income 2012: $1,084,2302012Revenue 2013: $573,830Expenses 2013: $2,234,670Net Income 2013: -$1,660,8402013Revenue 2014: $5,191,263Expenses 2014: $1,899,938Net Income 2014: $3,291,3252014Revenue 2015: $2,005,018Expenses 2015: $1,917,017Net Income 2015: $88,0012015Revenue 2016: $2,592,932Expenses 2016: $2,289,545Net Income 2016: $303,3872016Revenue 2017: $1,333,255Expenses 2017: $1,098,711Net Income 2017: $234,5442017Revenue 2018: $2,597,529Expenses 2018: $747,309Net Income 2018: $1,850,2202018Revenue 2019: $1,626,260Expenses 2019: $894,615Net Income 2019: $731,6452019Revenue 2020: $7,407,265Expenses 2020: $541,024Net Income 2020: $6,866,2412020Revenue 2021: $235,565Expenses 2021: $248,716Net Income 2021: -$13,1512021Revenue 2022: $17,779Expenses 2022: $95,188Net Income 2022: -$77,4092022Revenue 2023: $129,773Expenses 2023: $782,719Net Income 2023: -$652,9462023Revenue 2024: $72,459Expenses 2024: $164,695Net Income 2024: -$92,2362024

Highlighted filing

2011

Revenue-
Expenses$2,369,765
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT G ROSKAMPPresidentFT$93,300-$93,300
DIANE SAMPSON ROSKAMPTrusteeFT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantROSKAMP INSTITUTEGENERAL SUPPORT-SARASOTA, FL, US$1,579,225
Paid GrantSUN HEALTH FOUNDATIONGENERAL SUPPORT-SUN CITY, AZ, US$3,842
Paid GrantRINGLING COLLEGE OF ART & DESIGNGENERAL SUPPORT-SARASOTA, FL, US$2,400
Paid GrantMINDING YOUR MIND FOUNDATIONGENERAL SUPPORT-ARDMORE, PA, US$1,700
Paid GrantCHESTER COUNTY COMMUNITY FOUNDATIONGENERAL SUPPORT-WEST CHESTER, PA, US$80
Filing and Contact Details

Filer

EIN
65-6206042
Raw XML AppendixShowing 400 of 589 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.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome110556
AccountingFeesSchedule/AccountingFees/Amount053951
AccountingFeesSchedule/AccountingFees/Amount110556
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/Category1ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps053951
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps10
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome110556
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16271943
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2490780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16271943
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2490780
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0ARCHER PHARMACEUTICALS, INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1SCW COMMUNITIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2STAR SCIENTIFIC
InvestmentsOtherSchedule2/InvestmentsOther/BookValue00
InvestmentsOtherSchedule2/InvestmentsOther/BookValue10
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2597987
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0CA INVESTMENT GROUP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1CIG INC
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2INVESTMENT IN FG - ARIZONA
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV00
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV10
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2597987
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome0619239
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0-64265
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/BusinessCode0551112
IRS990PF/AnalysisIncomeProducingActy/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessIncomeAmount0-41730
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode0551112
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/BusinessCode1551112
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0SCW COMMUNITIES K-1
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount0185252
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/UnrelatedBusinessIncomeAmount1240
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0554974
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount0143762
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0698736
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm010556
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps053951
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm010556
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss064507
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0763001
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss093300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps01587247
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss01587247
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0669000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionAdjNetIncm056321
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm056321
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss056321
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm0619239
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0619239
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0619239
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-797527
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncm0162772
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncm0162772
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnss0162772
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0189955
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncm043246
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncm043246
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss043246
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps044280
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss044280
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-64265
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0577509
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLoss0-41730
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncm069777
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncm069777
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss069777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm07912
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps010048
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm07912
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss017960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm0185492
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0185492
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm010939
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps047997
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm010939
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss058936
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm05751
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps0328440
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm05751
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0334191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0967503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm0204502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps02071963
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0204502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss02369765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0782011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01572238
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm0204502
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0484716
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0204502
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0782518
IRS990PF/BalanceSheets/AccountsPayableBOY032155
IRS990PF/BalanceSheets/AccountsPayableEOY091949
IRS990PF/BalanceSheets/AccountsReceivable01193458
IRS990PF/BalanceSheets/AccountsReceivableBOY076672
IRS990PF/BalanceSheets/AccountsReceivableEOY01193458
IRS990PF/BalanceSheets/AccountsReceivableEOYFMV01193458
IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip0590429
IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl00
IRS990PF/BalanceSheets/CashBOY0151638
IRS990PF/BalanceSheets/CashEOY018020
IRS990PF/BalanceSheets/CashEOYFMV018020
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY09710671
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY06762723
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV06762723
IRS990PF/BalanceSheets/InvestmentsOtherBOY0418000
IRS990PF/BalanceSheets/InvestmentsOtherEOY0597987
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0597987
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis02564007
IRS990PF/BalanceSheets/LandBuildingAndEquipmentBOY02042766
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOY01973578
IRS990PF/BalanceSheets/LandBuildingAndEquipmentEOYFMV01973578
IRS990PF/BalanceSheets/MortgagesAndNotesPayableBOY0816706
IRS990PF/BalanceSheets/MortgagesAndNotesPayableEOY0770468
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY022952
IRS990PF/BalanceSheets/OtherAssetsEOY021926
IRS990PF/BalanceSheets/OtherAssetsEOYFMV021926
IRS990PF/BalanceSheets/OtherLiabilitiesBOY025497
IRS990PF/BalanceSheets/OtherLiabilitiesEOY010000
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblBOY09555485
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOY09497654
IRS990PF/BalanceSheets/OtherNotesAndLoansRcvblEOYFMV09497654
IRS990PF/BalanceSheets/OtherNotesAndLoansReceivable09497654
IRS990PF/BalanceSheets/PrepaidExpensesBOY0117800
IRS990PF/BalanceSheets/TemporarilyRestrictedBOY0200000
IRS990PF/BalanceSheets/TemporarilyRestrictedEOY00
IRS990PF/BalanceSheets/TotalAssetsBOY022095984
IRS990PF/BalanceSheets/TotalAssetsEOY020065346
IRS990PF/BalanceSheets/TotalAssetsEOYFMV020065346
IRS990PF/BalanceSheets/TotalLiabilitiesBOY0874358
IRS990PF/BalanceSheets/TotalLiabilitiesEOY0872417
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY022095984
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY020065346
IRS990PF/BalanceSheets/TotalNetAssetsBOY021221626
IRS990PF/BalanceSheets/TotalNetAssetsEOY019192929
IRS990PF/BalanceSheets/UnrestrictedBOY021021626
IRS990PF/BalanceSheets/UnrestrictedEOY019192929
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-64265
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis035680
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1218540
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12011-06-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-11-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0SCW COMMUNITIES K-1
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset18,000 SHARES STAR SCIENTIFIC STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset249,000 SHARES STAR SCIENTIFIC STOCK
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss046634
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-17518
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2-93381
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses046634
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-17518
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2-93381
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice046634
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice118162
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2125159
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1D
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2D
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss0-110899
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-797527
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases01231170
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal020424099
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY021221626
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY019192929
IRS990PF/DistributableAmount/Sect4942j3j5FndtnAndFrgnOrg0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear07170
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax011550
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment07170
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment0280
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal011550
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome011550
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension019000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments019000
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY020065346
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets021354479
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0132172
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities08535691
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0320317
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets012686616
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01051708
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets021034162
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets021354479
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition140.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation093300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ROBERT G ROSKAMP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1DIANE SAMPSON ROSKAMP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101226 N TAMIAMI TRAIL-SUITE 302
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111226 N TAMIAMI TRAIL-SUITE 302
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SARASOTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SARASOTA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode034236
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode134236
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/PrivateOperatingFoundations/DateOfRuling02001-09-25
IRS990PF/PrivateOperatingFoundations/GrossInvestmentIncome/Total00
IRS990PF/PrivateOperatingFoundations/LargestSupportFromEO/Total00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear0763001
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total02963464
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year101123456
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year20684868
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year30392139
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/CurrentYear0648551
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Total02518944
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year10954938
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year20582138
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year30333318
IRS990PF/PrivateOperatingFoundations/PublicSupport/Total00
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear02071963
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total022445906
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year1010450554
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year204428470
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year305494919
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/CurrentYear00
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Total00
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year100
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year200
IRS990PF/PrivateOperatingFoundations/QlfyDistriNotUsedDirectly/Year300
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/CurrentYear02071963
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total022445906
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year1010450554
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year204428470
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year305494919
IRS990PF/PrivateOperatingFoundations/Section4942j30X
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Total00
IRS990PF/PrivateOperatingFoundations/TotalAssets/Total00
IRS990PF/PrivateOperatingFoundations/TotalSupport/Total00
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/CurrentYear0701139
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Total03038791
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year10748971
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year20810300
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year30778381
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct06365096
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets06359321
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.302333
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.465107
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.182174
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.235314
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.204517
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.424552
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets021034162
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1022469126
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2024308990
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3023351418
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4025560136
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5015388133
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome05775
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions02071963
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1010450554
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear204428470
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear305494919
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear405227475
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear506533066
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio01.511664
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions02071963
IRS990PF/QualifyingDistributions/ExpensesAndContributions02071963
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions02071963
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber04
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0DIVIDENDS AND INTEREST INCOME USED TO OFFSET COSTS OF RESEARCH
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10JANE THOMPSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09417522949
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101226 N TAMIAMI TRAIL STE 302
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0SARASOTA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode034236
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/Form990TFiled01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation01
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0FL
IRS990PF/StatementsRegardingActivities/StatesFiledWith1CA
IRS990PF/StatementsRegardingActivities/StatesFiledWith2AZ
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100001
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings01
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0ROBERT G ROSKAMP
IRS990PF/SupplementaryInformation/ContributingManager1DIANE SAMPSON ROSKAMP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01579225
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13842
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount280
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount32400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41700
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ROSKAMP INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SUN HEALTH FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CHESTER COUNTY COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13RINGLING COLLEGE OF ART & DESIGN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14MINDING YOUR MIND FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0DONOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1DONOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2DONOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3DONOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4DONOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101226 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1113180 N 103RD DRIVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12THE LINCOLN BUILDING 28 WEST MARKET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine132700 N TAMIAMI TRAIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1442 WEST LANCASTER AVENUE 2ND FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0SARASOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SUN CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WEST CHESTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3SARASOTA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ARDMORE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1AZ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode034236
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode185351
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode219382
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode3342345895
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode419003

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.0$0.01$31.0$0.07$0.16$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.0$0.00$31.0$0.13$0.78$0.65
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$0.00$31.7$0.02$0.10$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$0.01$31.8$0.24$0.25$0.01
2020Detailed filing. Detailed filing data is available for this year.$31.8$0.04$31.8$7.41$0.54$6.87
2019Detailed filing. Detailed filing data is available for this year.$31.3$6.27$25.0$1.63$0.89$0.73
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.5$6.27$24.3$2.60$0.75$1.85
2017Detailed filing. Detailed filing data is available for this year.$28.7$6.28$22.4$1.33$1.10$0.23
2016Detailed filing. Detailed filing data is available for this year.$28.9$6.69$22.2$2.59$2.29$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$7.39$21.9$2.01$1.92$0.09
2014Detailed filing. Detailed filing data is available for this year.$29.7$7.94$21.8$5.19$1.90$3.29
2013Summary only. Only limited summary data is available for this year.$21.8$3.18$0.57$2.23$1.66
2012Summary only. Only limited summary data is available for this year.$21.8$1.52$3.34$2.25$1.08
2011Detailed filing. Detailed filing data is available for this year.$20.1$0.87$19.2$2.37