Civic Intelligence

The Paul & Anne-Marie Queally Family Foundation Inc

990PF • Fiscal year 2020 • EIN 77-0607990

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization Profile
326 Seabreeze AvePalm Beach, FL 33480

(203) 920-1544

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

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.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

22nd percentile

-1.6%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-55%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$27,711,484

Down $444,873 (-1.6%) from 2019

Net Assets

$27,711,484

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin19th percentile

Revenue

Down

$2,847,026

Down $3,445,130 (-55%) from 2019

Expenses

Down

$3,265,271

Down $116,752 (-3.5%) from 2019

Net Income

Down

-$418,245

Down $3,328,378 (-114%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $2,125,113Liabilities 2010: $0Net Assets 2010: $2,125,1132010Assets 2011: $2,356,872Liabilities 2011: $0Net Assets 2011: $2,356,8722011Assets 2012: $2,165,030Liabilities 2012: $0Net Assets 2012: $2,165,0302012Assets 2013: $2,823,970Liabilities 2013: $02013Assets 2014: $3,814,073Liabilities 2014: $02014Assets 2015: $12,505,240Liabilities 2015: $0Net Assets 2015: $12,505,2402015Assets 2016: $10,437,510Liabilities 2016: $210,890Net Assets 2016: $10,226,6202016Assets 2017: $22,706,409Liabilities 2017: $0Net Assets 2017: $22,706,4092017Assets 2018: $25,246,338Liabilities 2018: $0Net Assets 2018: $25,246,3382018Assets 2019: $28,156,357Liabilities 2019: $02019Assets 2020: $27,711,484Liabilities 2020: $0Net Assets 2020: $27,711,4842020Assets 2021: $25,650,445Liabilities 2021: $0Net Assets 2021: $25,650,4452021Assets 2022: $25,526,775Liabilities 2022: $0Net Assets 2022: $25,526,7752022Assets 2023: $30,296,361Liabilities 2023: $0Net Assets 2023: $30,296,3612023Assets 2024: $31,150,689Liabilities 2024: $0Net Assets 2024: $31,150,6892024

Highlighted filing

2020

Assets$27,711,484
Liabilities$0
Net Assets$27,711,484
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,276,4062010Expenses 2011: $1,435,0952011Expenses 2012: $1,388,4272012Revenue 2013: $2,765,453Expenses 2013: $2,106,513Net Income 2013: $658,9402013Revenue 2014: $3,208,896Expenses 2014: $2,218,793Net Income 2014: $990,1032014Revenue 2015: $11,386,475Expenses 2015: $2,695,308Net Income 2015: $8,691,1672015Revenue 2016: $242,286Expenses 2016: $2,421,696Net Income 2016: -$2,179,4102016Revenue 2017: $15,123,796Expenses 2017: $2,644,007Net Income 2017: $12,479,7892017Revenue 2018: $5,738,638Expenses 2018: $3,197,638Net Income 2018: $2,541,0002018Revenue 2019: $6,292,156Expenses 2019: $3,382,023Net Income 2019: $2,910,1332019Revenue 2020: $2,847,026Expenses 2020: $3,265,271Net Income 2020: -$418,2452020Revenue 2021: $969,812Expenses 2021: $3,031,833Net Income 2021: -$2,062,0212021Revenue 2022: $3,280,695Expenses 2022: $3,402,473Net Income 2022: -$121,7782022Revenue 2023: $8,500,910Expenses 2023: $3,742,306Net Income 2023: $4,758,6042023Revenue 2024: $2,518,654Expenses 2024: $1,634,966Net Income 2024: $883,6882024

Highlighted filing

2020

Revenue$2,847,026
Expenses$3,265,271
Net Income-$418,245
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE-MARIE QUEALLYVice President/ Director-$0--
PAUL B QUEALLYPresident/ Director/ Secre-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF RICHMONDGENERAL SUPPORTPCUNIVERSITY OF RICHMOND, VA, US$2,006,267
Paid GrantCATHOLIC ACADEMY OF BRIDGEPORTGENERAL SUPPORTPCBRIDGEPORT, CT, US$314,650
Paid GrantJDRFGENERAL SUPPORTPCNEW YORK, NY, US$254,085
Paid GrantCOLUMBIA BUSINESS SCHOOLGENERAL SUPPORTPCNEW YORK, NY, US$150,000
Paid GrantRISING STARS INCGENERAL SUPPORTPCVIAN, OK, US$70,000
Paid GrantFRIENDS OF SCHOOL IN THE SQUARE INCCHARITY DONATIONPCNEW YORK, NY, US$50,000
Paid GrantYEAR UPGENERAL SUPPORTPCNEW YORK, NY, US$50,000
Paid GrantKING SCHOOLGENERAL SUPPORTPCSTAMFORD, CT, US$46,760
Paid GrantBOOMER ESIASON FOUNDATIONCHARITY DONATIONPCGARDEN CITY PARK, NY, US$25,000
Paid GrantUS SKI & SNOWBOARD FOUNDATIONGENERAL SUPPORTPCPARK CITY, UT, US$18,000
Paid GrantTHE MCDAVID GROUP CHARITIESCHARITY DONATIONPCTEQUESTA, FL, US$8,000
Paid GrantMASS GEN HOSP CENTERGENERAL SUPPORTPCBOSTON, MA, US$1,000
Filing and Contact Details

Filer

Filer Name
The Queally Foundation Inc
EIN
77-0607990
Phone
2039201544
Address
326 SEABREEZE AVE, PALM BEACH, FL 33480

Signing Officer

Name
Paul Queally
Title
President
Phone
2039201544
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Echelon Advisors LLC
Address
63 TAYLOR AVE, MANASQUAN, NJ 08736
Preparer
Jing Mao
Phone
7329037338
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43630544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PARTNERSHIP INTEREST IN HACKENSACK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PARTNERSHIP INTEREST IN INVICTUS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PARTNERSHIP INTEREST IN NORTH SHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3PARTNERSHIP INTEREST IN SAC LEASING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PARTNERSHIP INTEREST IN WILDCAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01125794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12833765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26629195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3863207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41994858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt099584
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-423097
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0186713
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-136800
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-136800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt018040
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018040
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02993762
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02993762
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02983826
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt099586
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt099584
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-418245
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01582818
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-423097
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0371153
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08350
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt022287
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030872
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0318433
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0186713
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt048000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt024000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt072000
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0579
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0150597
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03068152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt046866
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03265271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0418019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02847026
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt074390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt046866
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0271509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01319148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1116998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2343590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3226179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-141668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-343590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt348967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-141668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-343590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt348967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01177480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1130191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2275146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - FIDELITY X5670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - FIDELITY X7614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES - JPM X7005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES - FIDELITY X7455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-423097
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-418245
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt026628
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt027738112
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt028156357
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt027711484
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01640268
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01640268
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01640268
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01645427
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05159
IRS990PF/DistributableAmountGrp/TotalTaxAmt05159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt044859
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt050018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt044859
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05159
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt050018
IRS990PF/FMVAssetsEOYAmt042105527
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0210812
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04602244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010178272
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt026112585
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt05800
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt05800
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt023343301
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014987089
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt013446819
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt028156357
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt027711484
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02540323
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02540323
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt028156357
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt027711484
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt042105527
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt028156357
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt027711484
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt028156357
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt027711484
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt033409676
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03094031
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017696176
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0501145
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt012619469
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01645427
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt032908531
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt033409676
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANNE-MARIE QUEALLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAUL B QUEALLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT/ DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT/ DIRECTOR/ SECRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0326 SEABREEZE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1326 SEABREEZE AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PALM BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PALM BEACH

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,711,484
Liabilities
$0
Net assets
$27,711,484
Revenue
$2,847,026
Expenses
$3,265,271
Net income
-$418,245
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$31.2$0.00$31.2$2.52$1.63$0.88
2023Detailed filing. Detailed filing data is available for this year.$30.3$0.00$30.3$8.50$3.74$4.76
2022Detailed filing. Detailed filing data is available for this year.$25.5$0.00$25.5$3.28$3.40$0.12
2021Detailed filing. Detailed filing data is available for this year.$25.7$0.00$25.7$0.97$3.03$2.06
2020Detailed filing. Detailed filing data is available for this year.$27.7$0.00$27.7$2.85$3.27$0.42
2019Summary only. Only limited summary data is available for this year.$28.2$0.00$6.29$3.38$2.91
2018Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$5.74$3.20$2.54
2017Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$15.1$2.64$12.5
2016Detailed filing. Detailed filing data is available for this year.$10.4$0.21$10.2$0.24$2.42$2.18
2015Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$11.4$2.70$8.69
2014Summary only. Only limited summary data is available for this year.$3.81$0.00$3.21$2.22$0.99
2013Summary only. Only limited summary data is available for this year.$2.82$0.00$2.77$2.11$0.66
2012Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.39
2011Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$1.44
2010Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$1.28