Civic Intelligence

Sunshine Natural Wellbeing Foundation

990PF • Fiscal year 2016 • EIN 65-6220389

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 22, 2017

Organization Profile
6547 Midnight Pass Road No 63Sarasota, FL 34242-2506

(941) 346-9678

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

45th percentile

1.3%

Higher net margin than 45% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

42nd percentile

0.1%

Faster asset growth than 42% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$11,194,439

Up $10,309 (+0.1%) from 2015

Net Assets

Up

$11,194,439

Up $10,309 (+0.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin45th percentile

Revenue

Down

$789,489

Down $315,836 (-29%) from 2015

Expenses

Up

$779,180

Up $26,386 (+3.5%) from 2015

Net Income

Down

$10,309

Down $342,222 (-97%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$15M$10M$5.0M$0Assets 2011: $10,707,248Liabilities 2011: $02011Assets 2012: $10,299,672Liabilities 2012: $0Net Assets 2012: $10,299,6722012Assets 2013: $10,756,046Liabilities 2013: $0Net Assets 2013: $10,756,0462013Assets 2014: $10,831,599Liabilities 2014: $0Net Assets 2014: $10,831,5992014Assets 2015: $11,184,130Liabilities 2015: $0Net Assets 2015: $11,184,1302015Assets 2016: $11,194,439Liabilities 2016: $0Net Assets 2016: $11,194,4392016Assets 2017: $11,233,146Liabilities 2017: $0Net Assets 2017: $11,233,1462017Assets 2018: $11,720,027Liabilities 2018: $0Net Assets 2018: $11,720,0272018Assets 2019: $11,923,464Liabilities 2019: $0Net Assets 2019: $11,923,4642019Assets 2020: $11,971,922Liabilities 2020: $0Net Assets 2020: $11,971,9222020Assets 2021: $12,615,037Liabilities 2021: $0Net Assets 2021: $12,615,0372021Assets 2022: $13,989,318Liabilities 2022: $0Net Assets 2022: $13,989,3182022Assets 2023: $13,688,885Liabilities 2023: $0Net Assets 2023: $13,688,8852023Assets 2024: $14,216,029Liabilities 2024: $0Net Assets 2024: $14,216,0292024

Highlighted filing

2016

Assets$11,194,439
Liabilities$0
Net Assets$11,194,439
Open 2016 Filing

Operations Trend

Revenue Growth13th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $916,218Expenses 2011: $703,047Net Income 2011: $213,1712011Expenses 2012: $669,4632012Expenses 2013: $219,6542013Revenue 2014: $765,234Expenses 2014: $689,681Net Income 2014: $75,5532014Revenue 2015: $1,105,325Expenses 2015: $752,794Net Income 2015: $352,5312015Revenue 2016: $789,489Expenses 2016: $779,180Net Income 2016: $10,3092016Revenue 2017: $807,604Expenses 2017: $768,897Net Income 2017: $38,7072017Revenue 2018: $1,206,714Expenses 2018: $719,833Net Income 2018: $486,8812018Revenue 2019: $970,660Expenses 2019: $831,825Net Income 2019: $138,8352019Revenue 2020: $809,646Expenses 2020: $1,000,188Net Income 2020: -$190,5422020Revenue 2021: $1,487,622Expenses 2021: $844,507Net Income 2021: $643,1152021Revenue 2022: $2,332,867Expenses 2022: $958,586Net Income 2022: $1,374,2812022Revenue 2023: $727,768Expenses 2023: $1,028,201Net Income 2023: -$300,4332023Revenue 2024: $1,279,787Expenses 2024: $896,787Net Income 2024: $383,0002024

Highlighted filing

2016

Revenue$789,489
Expenses$779,180
Net Income$10,309
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 22, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D CLARK SWALM JRPresident & TreasurerPT$0--
NICOLE B SWALMVP & SecretaryPT$0--
JOE COXTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sunshine Natural Wellbeing Foundation
EIN
65-6220389
Phone
9413469678
Address
6547 MIDNIGHT PASS ROAD NO 63, SARASOTA, FL 34242-2506

Signing Officer

Name
D Clark Swalm Jr
Title
President & Treasurer
Phone
9413469678
Signed
2017-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Hill Barth & King LLC
Address
3838 TAMIAMI TRAIL NORTH, NAPLES, FL 34103
Preparer
Barry F Holes
Phone
2392632111
Raw XML AppendixShowing 400 of 477 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/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt027818
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt027818
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEI-CORE FIXED INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1SEI-INTL FIXED INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0555174
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1194096
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0588241
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1197319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0624974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12691657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0676553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13098745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS - BESSEMER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1WELLS FARGO
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt037600
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt037600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt022176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1301990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2390612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31304551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4820653
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51026868
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6903278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71059762
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8103622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9145671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10681122
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11171180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BESSEMER - OLD WESTBURY PRIVATE EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BESSEMER - OW MID CAP FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2BESSEMER - OW GLOBAL OPPT FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BESSEMER - OW INTERNATIONAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BESSEMER - 5TH AVE TECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BESSEMER - OLD WESTBURY FIXED INCOME BOND FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6SEI-LARGE CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SEI-LARGE CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8SEI-SMALL CAP GROWTH FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9SEI-SMALL CAP VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SEI-INTL EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11BESSEMER - OLD WESTBURY PRIVATE EQUITY XI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0107708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1438936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2456290
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31500401
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4808718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5999882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61206083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71103065
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8168753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9162404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10625988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11264292
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0179080
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0580955
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-130
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt01454
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0761359
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0761359
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt027818
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027818
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0580955
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0650000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0650000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0179080
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0179080
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt010309
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0449018
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0580955
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0682127
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-130
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt017189
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt017189
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01454
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01454
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt061076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt061076
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01097
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt023097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0677818
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt079362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0779180
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0761489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0789489
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027818
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt079362
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0129180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-12982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt242483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3105925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4449018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-12982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt242483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3105925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4449018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0449018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BESSEMER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BESSEMER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0580955
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010309
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt011194439
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011184130
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt011194439
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0628633
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0628633
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0628633
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0635454
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06821
IRS990PF/DistributableAmountGrp/TotalTaxAmt06821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt018802
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025623
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt018802
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt025623
IRS990PF/FMVAssetsEOYAmt012600431
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09769694
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt09769694
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt065735
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt034101
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt034101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0773915
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0749270
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0785560
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03335338
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03316631
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03775298
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06823570
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06931485
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt07842520
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01414436
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01424745
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0125072
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0125352
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0125352
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011184130
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt011194439
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012600431
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011184130
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt011194439
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011184130
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt011194439
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt060500
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt037600
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt037600
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012902619
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0194683
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt012707936
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0193539
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0635454
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012709080
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012902619
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0D CLARK SWALM JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NICOLE B SWALM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOE COX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06547 MIDNIGHT PASS ROAD NO 63
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16547 MIDNIGHT PASS ROAD NO 63
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26547 MIDNIGHT PASS ROAD NO 63
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd234242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0539348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0546169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0643967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0597942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0113275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0596363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0625717
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.046349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045345
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.009739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.055000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt012709080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt013893785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt013186593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011631480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt010842928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011221891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0677818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.212192
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0670997
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0677818
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt06821
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0677818
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0HILL BARTH AND KING LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03838 TAMIAMI TRAIL N SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02392632111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE ORGANIZATION IS ENGAGED PRIMARILY IN MAKING GRANTS OF MONEY ON AN ANNUAL BASIS TO OTHER CHARITABLE ORGANIZATIONS THAT ARE CLASSIFIED BY THE IRS AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE 1986 INTERNAL REVENUE CODE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM WITH EXEMPTION CERTIFICATE ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0D CLARK SWALM JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09413465297
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt06547 MIDNIGHT PASS ROAD SUITE 63
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034242
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0D CLARK SWALM JR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1NICOLE B SWALM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SKY FAMILY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0701 CENTER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VENICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034285
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0650000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030627
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0647191
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0628633
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0677818
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0598006
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0647191
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0D CLARK SWALM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06547 MIDNIGHT PASS RD 63
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARASOTA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd034242
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt028000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC. INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$11,194,439
Liabilities
$0
Net assets
$11,194,439
Revenue
$789,489
Expenses
$779,180
Net income
$10,309
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.28$0.90$0.38
2023Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.73$1.03$0.30
2022Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$2.33$0.96$1.37
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.49$0.84$0.64
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.81$1.00$0.19
2019Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.97$0.83$0.14
2018Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$1.21$0.72$0.49
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.81$0.77$0.04
2016Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.79$0.78$0.01
2015Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.11$0.75$0.35
2014Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.77$0.69$0.08
2013Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.22
2012Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.67
2011Summary only. Only limited summary data is available for this year.$10.7$0.00$0.92$0.70$0.21