Civic Intelligence

Sid Pashelinsky Family Foundation Inc.

990PF • Fiscal year 2022 • EIN 83-1560671

Aug 01, 2021 to Jul 31, 2022 • Filed on Jun 15, 2023

Organization Profile
4400 N Federal Hwy 210Boca Raton, FL 33431

(954) 520-6999

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

4th percentile

-282%

Higher net margin than 4% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

54th percentile

$25,000

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 27.6% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

19th percentile

-9.8%

Faster asset growth than 19% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,811,873

Down $304,453 (-9.8%) from 2021

Net Assets

Down

$2,811,873

Down $304,453 (-9.8%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin4th percentile

Revenue

Down

$90,416

Down $21,819 (-19%) from 2021

Expenses

Up

$345,065

Up $40,505 (+13%) from 2021

Net Income

Down

-$254,649

Down $62,324 (-32%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $3,565,047Liabilities 2019: $02019Assets 2020: $3,308,651Liabilities 2020: $1Net Assets 2020: $3,308,6512020Assets 2021: $3,116,326Liabilities 2021: $1Net Assets 2021: $3,116,3262021Assets 2022: $2,811,873Liabilities 2022: $1Net Assets 2022: $2,811,8732022Assets 2023: $2,696,053Liabilities 2023: $1Net Assets 2023: $2,696,0532023Assets 2024: $2,353,913Liabilities 2024: $1Net Assets 2024: $2,353,9132024Assets 2025: $2,326,109Liabilities 2025: $0Net Assets 2025: $2,326,1092025

Highlighted filing

2022

Assets$2,811,873
Liabilities$1
Net Assets$2,811,873
Open 2022 Filing

Operations Trend

Revenue Growth25th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $3,565,647Expenses 2019: $600Net Income 2019: $3,565,0472019Revenue 2020: $210,997Expenses 2020: $467,393Net Income 2020: -$256,3962020Revenue 2021: $112,235Expenses 2021: $304,560Net Income 2021: -$192,3252021Revenue 2022: $90,416Expenses 2022: $345,065Net Income 2022: -$254,6492022Revenue 2023: $120,392Expenses 2023: $236,212Net Income 2023: -$115,8202023Revenue 2024: $26,569Expenses 2024: $368,709Net Income 2024: -$342,1402024Revenue 2025: $345,939Expenses 2025: $373,743Net Income 2025: -$27,8042025

Highlighted filing

2022

Revenue$90,416
Expenses$345,065
Net Income-$254,649
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jun 15, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA M GETTLEMANPresidentPT$25,000-$25,000
JAMES P DRAGOSecretaryPT$25,000-$25,000
RYAN S RATNERTreasurerPT$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
The Sid Pashelinsky Foundation Inc
EIN
83-1560671
Phone
9545206999
Address
4400 N FEDERAL HWY 210, BOCA RATON, FL 33431

Signing Officer

Name
Monica M Gettleman
Title
President
Signed
2023-06-15
Discuss with paid preparer
Yes

Preparer

Firm
Brevda CPA PA
Address
4510 N Federal Hwy STE 103, Lighthouse Point, FL 33064
Preparer
Paul S Brevda CPA
Phone
9547185656
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10136 SH STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11SH TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12207 SH UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1392 SH VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14261 SH WALMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHUBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AIR PRODUCTS & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AMER ELEC PWR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JP MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24T ROWE PRICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25UNITED HEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26WASTE MANAGEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt024853
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131041
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt267274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3119033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt450864
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt517214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt617203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt719202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt099 SH SPDR S&P ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1264 SH SPDR GOLD TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD WHITEHALL FDS HIGH DIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES CORE S&P TOTAL US STK MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HEALTHCARE SELECT SPDR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES TRUST 1-3 YR TREASURY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6PUTNAM ULTRA SHOR DRATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7SCHWAB STRATEGIC INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt040820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt143322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt294472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3157258
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt450407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt516942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt617135
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt716299
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt095683
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-5267
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt095683
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-5267
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt090416
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03450
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03450
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt095683
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt075000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0238657
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0238657
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt095683
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt095683
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt095683
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-254649
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0190221
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-5267
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt027889
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027889
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt095683
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0238657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0106408
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0345065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt095683
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt090416
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0106408
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0106408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt324467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt511789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt611625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt76843
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt817991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt918332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-67
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-67
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt48657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt69679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt76776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt817273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt917212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1025000
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/PropertyDesc020000 ILLINOIS FIN AUTH REV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc125000 ALLEGHENY CNTY PA GO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc225000 WESTERN MICH UNIV REV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc325000 EAST LAUDERDALE CNTY ALA WTR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4135.456 AMERICAN EUROPACIFIC GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5210 COMCAST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc693 MEDTRONIC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc788 MERCK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8158 ISHARES US AGGREGATE BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91672.692 FIDELITY ADVISOR TOTAL BOND FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1025000 ORANGE CNTY FL HEALTH FACS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Wash Sale
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102022-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-5266
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-3962
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-254649
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt049804

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,811,873
Liabilities
$1
Net assets
$2,811,873
Revenue
$90,416
Expenses
$345,065
Net income
-$254,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.35$0.37$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.03$0.37$0.34
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.12$0.24$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.09$0.35$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.11$0.30$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.21$0.47$0.26
2019Summary only. Only limited summary data is available for this year.$3.57$0.00$3.57$0.00$3.57