Civic Intelligence

Everett W Erdoesy and Gretha M Erdoesy Foundation

990PF • Fiscal year 2019 • EIN 82-2300696

Aug 01, 2018 to Jul 31, 2019 • Filed on Nov 14, 2019

Organization Profile
3665 Bee Ridge Road Ste 300Sarasota, FL 34233

(941) 954-5772

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

49th percentile

2.0%

Faster asset growth than 49% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-90%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,928,200

Up $38,231 (+2.0%) from 2018

Net Assets

Up

$1,928,200

Up $38,231 (+2.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin75th percentile

Revenue

Down

$183,579

Down $1,742,188 (-90%) from 2018

Expenses

Up

$145,348

Up $109,550 (+306%) from 2018

Net Income

Down

$38,231

Down $1,851,738 (-98%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $1,889,969Liabilities 2018: $0Net Assets 2018: $1,889,9692018Assets 2019: $1,928,200Liabilities 2019: $0Net Assets 2019: $1,928,2002019Assets 2020: $1,656,186Liabilities 2020: $1Net Assets 2020: $1,656,1862020Assets 2021: $1,695,399Liabilities 2021: $1Net Assets 2021: $1,695,3992021Assets 2022: $1,627,755Liabilities 2022: $1Net Assets 2022: $1,627,7552022Assets 2023: $1,427,634Liabilities 2023: $1Net Assets 2023: $1,427,6342023Assets 2024: $1,307,831Liabilities 2024: $1Net Assets 2024: $1,307,8312024Assets 2025: $1,424,147Liabilities 2025: $0Net Assets 2025: $1,424,1472025

Highlighted filing

2019

Assets$1,928,200
Liabilities$0
Net Assets$1,928,200
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2018: $1,925,767Expenses 2018: $35,798Net Income 2018: $1,889,9692018Revenue 2019: $183,579Expenses 2019: $145,348Net Income 2019: $38,2312019Revenue 2020: -$93,608Expenses 2020: $161,666Net Income 2020: -$255,2742020Revenue 2021: $230,202Expenses 2021: $186,133Net Income 2021: $44,0692021Revenue 2022: $101,360Expenses 2022: $165,753Net Income 2022: -$64,3932022Revenue 2023: -$46,158Expenses 2023: $150,514Net Income 2023: -$196,6722023Revenue 2024: $56,436Expenses 2024: $173,138Net Income 2024: -$116,7022024Revenue 2025: $285,743Expenses 2025: $166,978Net Income 2025: $118,7652025

Highlighted filing

2019

Revenue$183,579
Expenses$145,348
Net Income$38,231
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN T ANDERSONTrusteePT$0--
WAYNE F SEITLTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Everett W Erdoesy & Gretha M
EIN
82-2300696
Phone
9419545772
Address
3665 BEE RIDGE ROAD STE 300, SARASOTA, FL 34233

Signing Officer

Name
Jonathan T Anderson
Title
Trustee
Phone
9419545772
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Myers & Company
Address
2523 STICKNEY POINT RD, SARASOTA, FL 34231
Preparer
Brent J Myers CPA
Phone
9419234085
Raw XML AppendixShowing 400 of 418 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.

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IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt015000
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt061767
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0133714
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt071947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt012878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt013369
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt015000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.006950
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01853004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02158390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt085800
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.006950
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt085309
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt085800
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0491
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt085800
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARASOTA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034233
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09419545772
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0IN ACCORDANCE WITH EXEMPTION APPLICATION, GRANTS ARE DIRECTED TO INCLUDE, BUT NOT LIMITED TO BENEFIT LOCAL ENVIRONMENTAL CONSERVATION AND RESEARCH, LOCAL WOMEN'S AND CHILDREN'S HEALTH INITIATIVES AND TO BENEFIT THE COLLEGE OF VETERINARY MEDICINE OF NC STATE UNIVERSITY, RALEIGH, NORTH CAROLINA. IN FISCAL YEAR 2018/2019, VARIOUS CHARITABLE ORGANIZATIONS WERE PROVIDED 85,800.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt050000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT JON ANDERSON, TRUSTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JONATHAN T ANDERSON TTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09419545772
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03665 BEE RIDGE RD STE 300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034233
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MOTE MARINE LABORATORY & AQUARIUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NC VETERINARY MEDICAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CONSERVATION FOUNDATION GULF COAST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HARVEST HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GIRLS INC OF SARASOTA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TREE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CASHIERS HIGHLANDS HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1509(A)(1)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt55001(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01600 KEN THOMPSON PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1CAMPUS BOX 7207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2400 PALMETTO AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33650 17TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4201 S TUTTLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 48839
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6200 GABLE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OSPREY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SARASOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAPPHIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1276957207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334235
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434237
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5342305839
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628774
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt085800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt085800
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt085800
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt085800
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INVESTMENT IN TRUST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt011082
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018113
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt240000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1SPEC PRODUCT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018113
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt240000
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN T ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09419545772
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EVERETT W ERDOESY & GRETHA M
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ERDOESY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EVER
ReturnHeader/Filer/EIN0822300696
ReturnHeader/Filer/PhoneNum09419545772
ReturnHeader/Filer/USAddress/AddressLine1Txt03665 BEE RIDGE ROAD STE 300
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034233
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId028CBAA237EDC5CF20416DA08D1E7DCB0D7B03679
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId028CBAA237EDC5CF20416DA08D1E7DCB0D7B03679
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,928,200
Liabilities
$0
Net assets
$1,928,200
Revenue
$183,579
Expenses
$145,348
Net income
$38,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.29$0.17$0.12
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.17$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.15$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.10$0.17$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.23$0.19$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.09$0.16$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.18$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$1.93$0.04$1.89