Civic Intelligence

Sol Taplin Charitable Foundation C/O Barbara Ingalls

990PF • Fiscal year 2021 • EIN 65-6272903

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 14, 2022

Organization Profile
5020 Clark Road 502Sarasota, FL 34233

(941) 923-7850

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

55th percentile

17%

Higher net margin than 55% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

33rd percentile

2.5%

Faster asset growth than 33% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-20%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,313,730

Up $152,736 (+2.5%) from 2020

Net Assets

Up

$6,313,730

Up $152,736 (+2.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin55th percentile

Revenue

Down

$889,481

Down $226,357 (-20%) from 2020

Expenses

Up

$736,745

Up $96,903 (+15%) from 2020

Net Income

Down

$152,736

Down $323,260 (-68%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,845,082Liabilities 2011: $0Net Assets 2011: $5,845,0822011Assets 2012: $5,900,743Liabilities 2012: $0Net Assets 2012: $5,900,7432012Assets 2013: $5,736,217Liabilities 2013: $0Net Assets 2013: $5,736,2172013Assets 2014: $5,789,777Liabilities 2014: $12014Assets 2015: $5,445,199Liabilities 2015: $0Net Assets 2015: $5,445,1992015Assets 2016: $5,156,839Liabilities 2016: $0Net Assets 2016: $5,156,8392016Assets 2018: $5,453,254Liabilities 2018: $0Net Assets 2018: $5,453,2542018Assets 2019: $5,684,998Liabilities 2019: $0Net Assets 2019: $5,684,9982019Assets 2020: $6,160,994Liabilities 2020: $0Net Assets 2020: $6,160,9942020Assets 2021: $6,313,730Liabilities 2021: $0Net Assets 2021: $6,313,7302021Assets 2022: $6,255,807Liabilities 2022: $0Net Assets 2022: $6,255,8072022Assets 2023: $5,525,232Liabilities 2023: $12023Assets 2024: $6,111,381Liabilities 2024: $12024Assets 2025: $6,295,624Liabilities 2025: $0Net Assets 2025: $6,295,6242025

Highlighted filing

2021

Assets$6,313,730
Liabilities$0
Net Assets$6,313,730
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2011: $279,0142011Expenses 2012: $213,4172012Expenses 2013: $417,8892013Revenue 2014: $272,466Expenses 2014: $218,906Net Income 2014: $53,5602014Revenue 2015: $367,225Expenses 2015: $711,803Net Income 2015: -$344,5782015Revenue 2016: $348,108Expenses 2016: $636,468Net Income 2016: -$288,3602016Revenue 2018: $946,792Expenses 2018: $559,636Net Income 2018: $387,1562018Revenue 2019: $790,390Expenses 2019: $558,646Net Income 2019: $231,7442019Revenue 2020: $1,115,838Expenses 2020: $639,842Net Income 2020: $475,9962020Revenue 2021: $889,481Expenses 2021: $736,745Net Income 2021: $152,7362021Revenue 2022: $716,865Expenses 2022: $774,788Net Income 2022: -$57,9232022Revenue 2023: $93,189Expenses 2023: $823,764Net Income 2023: -$730,5752023Revenue 2024: $1,250,530Expenses 2024: $664,381Net Income 2024: $586,1492024Revenue 2025: $998,423Expenses 2025: $814,180Net Income 2025: $184,2432025

Highlighted filing

2021

Revenue$889,481
Expenses$736,745
Net Income$152,736
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 14, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK G TAPLINTrustee-$0--
SHEILA ELIAS TAPLINTrustee-$0--
JENNIFER SAZANTTrustee-$0--
MARTIN KALBTrustee-$0--
JASON TAPLINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sol Taplin Charitable Foundation
EIN
65-6272903
Phone
9419237850
Address
5020 CLARK ROAD 502, SARASOTA, FL 34233

Signing Officer

Name
Jack Taplin
Title
Trustee
Phone
9419237850
Signed
2022-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Ingalls Pa
Address
5020 CLARK ROAD 502, SARASOTA, FL 34233
Preparer
Barbara Ann Ingalls
Phone
9419237850
Raw XML AppendixShowing 400 of 698 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/Amt023239
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt019753
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03486
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0HUMANA, INC.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1TYCO ELECTRONICS GROUP S
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt036524
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt169600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt080153
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1183475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0194324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2117353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3240614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt471437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt597170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt698304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt764106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt858683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9194150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10239874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1188575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1252358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13142265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14458830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15361920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16386260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1793941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1868200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1960861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2021025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2117300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2289335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2333116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2468751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2556930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2695450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27179292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28374862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29384456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30378487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3162385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32175430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33109545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3425304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3537379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3693655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37147351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt384412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0281600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1330460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2958720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3230240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4239560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5267280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6132500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7179910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8342120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9250320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10189240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1140380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12478335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13146590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14457380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15383670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16386715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17164740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18311080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19229860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20387940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21230990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22349965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23124880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24400050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25199114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26201800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27128040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28384150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29383125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30391250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31207863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32190140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33168090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34350730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35351540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36159660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37236605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3813617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE COMPUTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AT&T INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BOEING CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BRISTOL-MEYERS SQUIBB CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CISCO SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CLOROX COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COMCAST CORP-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13INTERNATIONAL BUSINESS MACHS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES FLOATING RATE BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES SHORT CORP BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ISHARES SHORT TREASURY BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JP MORGAN CHASE & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19KROGER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20LOWE'S COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MCDONALD'S CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MERCK & CO., INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MONDELEZ INTERNATIONAL INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25RAYTHEON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26REGIONS FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27SCHLUMBERGER LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SCHWAB SHORT-TERM US TREASURY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SPDR BLOOMBERG BARCLAYS INVEST GRADE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SPDR SERIES TRUST PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31TELADOC HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VANGUARD SCOTTSDALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VISA INC-CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35WALT DISNEY CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36WESTROCK CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ILLUMNIA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ORGANON & CO
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0200724
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0688757
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0889481
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0889481
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt019753
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03486
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt023239
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0688757
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0550000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0550000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0200724
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0200724
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0152736
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01191357
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt070476
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02936
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt073412
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0688757
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0793386
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0421
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05990
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06411
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt053683
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt053683
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0640650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt096095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0736745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0889481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0889481
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt090650
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt096095
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0186745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12003-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt016765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt156319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt246874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt395605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt449999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt549999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6130657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt712477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt843905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0118332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt157219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt284408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt471973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5104870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt688007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7109358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt860159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-6511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0118332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt157219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt284408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt471973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5104870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt688007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7109358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt860159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-6511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0135097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1113538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2131282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4167578
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5154869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6138006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7240015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt872636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9398
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1037394
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CONAGRA BRANDS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FREEPORT-MCMORAN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ISHARES SHORT TREASURY BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LINCOLN NATIONAL CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5NVIDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6NVIDIA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ROLLINS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8TELADOC HEALTH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9VANGUARD SCOTTSDALE (FDS INTERMEDIATE TERM CORP BOND INDEX)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VECTOR GROUP LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0688757
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0152736
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06313730
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06160994
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06313730
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0527963
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0527963
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0527963
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0538991
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011028
IRS990PF/DistributableAmountGrp/TotalTaxAmt011028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt023969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt034997
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt023969
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011028
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt034997
IRS990PF/FMVAssetsEOYAmt011842186
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0106100
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0106124
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0263628
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05809861
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05489297
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt010860249
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0123924
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0123924
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06160994
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06313730
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0245033
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0594385
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0594385
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06160994
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06313730
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt011842186
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06160994
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06313730
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06160994
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06313730
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010943975
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0457452
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010486523
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0164160
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0538991
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010779815
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010943975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JACK G TAPLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHEILA ELIAS TAPLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER SAZANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARTIN KALB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JASON TAPLIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt013651 NW 4TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19999 COLLINS AVENUE PH 1-D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21177 KANE CONCOURSE 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3333 AVENUE OF THE AMERICAS SUITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt413651 NW 4TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt04400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PEMBROKE PINES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BAL HARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BAY HARBOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MIAMI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PEMBROKE PINES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd133154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd233154
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd333131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd433028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0640650
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0640650
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0640650
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,313,730
Liabilities
$0
Net assets
$6,313,730
Revenue
$889,481
Expenses
$736,745
Net income
$152,736
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.30$0.00$6.30$1.00$0.81$0.18
2024Summary only. Only limited summary data is available for this year.$6.11$0.00$1.25$0.66$0.59
2023Summary only. Only limited summary data is available for this year.$5.53$0.00$0.09$0.82$0.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$0.00$6.26$0.72$0.77$0.06
2021Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.89$0.74$0.15
2020Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$1.12$0.64$0.48
2019Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.79$0.56$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.00$5.45$0.95$0.56$0.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.16$0.35$0.64$0.29
2015Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.37$0.71$0.34
2014Summary only. Only limited summary data is available for this year.$5.79$0.00$0.27$0.22$0.05
2013Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.42
2012Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.21
2011Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.28