Civic Intelligence

Rucker Collier Foundation

990PF • Fiscal year 2023 • EIN 85-3156898

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 05, 2024

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

78%

Higher net margin than 94% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

41%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,404,838

Up $971,433 (+40%) from 2022

Net Assets

Up

$3,404,838

Up $971,433 (+40%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Up

$1,249,647

Up $361,871 (+41%) from 2022

Expenses

Down

$278,214

Down $51,713 (-16%) from 2022

Net Income

Up

$971,433

Up $413,584 (+74%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $211,401Liabilities 2020: $0Net Assets 2020: $211,4012020Assets 2021: $1,875,556Liabilities 2021: $0Net Assets 2021: $1,875,5562021Assets 2022: $2,433,405Liabilities 2022: $0Net Assets 2022: $2,433,4052022Assets 2023: $3,404,838Liabilities 2023: $0Net Assets 2023: $3,404,8382023Assets 2024: $4,994,622Liabilities 2024: $0Net Assets 2024: $4,994,6222024

Highlighted filing

2023

Assets$3,404,838
Liabilities$0
Net Assets$3,404,838
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2020: $225,963Expenses 2020: $14,562Net Income 2020: $211,4012020Revenue 2021: $2,065,882Expenses 2021: $401,727Net Income 2021: $1,664,1552021Revenue 2022: $887,776Expenses 2022: $329,927Net Income 2022: $557,8492022Revenue 2023: $1,249,647Expenses 2023: $278,214Net Income 2023: $971,4332023Revenue 2024: $1,944,490Expenses 2024: $354,706Net Income 2024: $1,589,7842024

Highlighted filing

2023

Revenue$1,249,647
Expenses$278,214
Net Income$971,433
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 5, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann BerkmeierDir, Sec-$0--
Charles C CollierDirector-$0--
John Rucker CollierDir, Pres, Treas-$0--
Katherine CollierDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rucker Collier Foundation
EIN
85-3156898
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Jean Collier
Title
President
Phone
8008391754
Signed
2024-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
3333 New Hyde Park Rd Ste 406, New Hyde Park, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 454 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0157177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt078169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0PROSHARES BITCOIN STRATEGY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0987816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21300000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SAGUARO ALL CAP PARTNERS FUND,
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SAGUARO LARGE CAP PARTNERS OFF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SAGUARO SMID PARTNERS OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01033934
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1552987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21424447
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt014763
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt074048
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt04624
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0K-1 Inc/Loss
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Federal Tax Refund
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt09629
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt13713
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0106777
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0106777
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0710838
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0241338
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0241338
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01142870
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014763
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014763
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0971433
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01095761
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04624
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04624
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt074048
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0728257
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt016179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011597
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027776
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt09629
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt013342
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0257517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011597
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0278214
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0739854
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01249647
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016179
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011597
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0392434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0703327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0703327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01095761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Passthrough K1 Capital Gain/(Loss)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0710838
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0971433
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03404838
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02433405
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03404838
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0150215
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0150215
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0150215
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0160338
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010123
IRS990PF/DistributableAmountGrp/TotalTaxAmt010123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02677
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010123
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012800
IRS990PF/FMVAssetsEOYAmt03549382
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0157177
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0157177
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt078169
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01880389
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02787816
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03011368
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02433405
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03404838
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0395839
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0459845
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0459845
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02433405
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03404838
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03549382
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02433405
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03404838
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02433405
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03404838
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03255603
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0497588
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0239078
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt048834
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02518937
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0160338
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03206769
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03255603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Ann Berkmeier
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Charles C Collier
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2John Rucker Collier
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Katherine Collier
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir, Pres, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3DE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2198091377
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0257517
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0257517
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
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/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt055 WALLS DRIVE FL 3
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Fairfield
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006824
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0John Rucker Collier
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Katherine Collier
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1178822
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt321796
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt43720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt524000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable Event
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To fund research with a joint mission and goal of making Sclerosing Epithelioid Fibrosarcoma universally survivable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable Event
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3For updates including furniture for the outdoor area to the McWane Clinic Patio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4MEDICAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5MEDICAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6MEDICAL ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMP SMILE A MILE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHILDRENS CANCER THERAPY DEVELOPMENT INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHILDRENS HOSPITAL OF ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHILDRENS HOSPITAL OF ALABAMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4K W Williams
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5KW Williams
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6KW Williams
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01600 2ND AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19025 NE VON NEUMANN DR STE 110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21600 7TH AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31600 7TH AVE S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4109 Fallen Acorn Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5119 Port Bow Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6119 Port Bow Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HILLSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Troutman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Troutman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Troutman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd335233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428166
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528166
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628166
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0241338
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/AppliedToCurrentYearAmt0150215
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0150215
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0221342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0331291
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014083
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0674018
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0107302
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0221342
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0331291
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt014083
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0257517
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0107302
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0674018
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0566716
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorNum67
IRS990ScheduleB/ContributorInformationGrp/ContributorNum78
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Benak Matthew
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Karl John
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2McLain Lindsey
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3MFO Management Company
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4Miller Jennifer
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5Nelson III Howard
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm6Selective Masonry Inc
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm7Vulcan Value Partners
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0407 Granada Drive
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt132271 Paseo Candela
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt227 Watson Grande Way SE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt311 East Court Street Suite 3D
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt42061 Kentucky Avenue
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt52432 Chestnut Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt62701 Pelham Parkway
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt72801 Highway 280 South Suite 300
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Vestavia
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Dana Point
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Owens Cross Roads
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Flint
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4Vestavia Hills
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5Vestavia Hills
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm6Pelham
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm7Birmingham
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3MI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd6AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd7AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035216
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd192675
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd235763
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd348502
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd435216
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd535216
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd635124
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd735223
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd5X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd6X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt113360
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt31029224
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt45000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt55000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt65000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt750000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum04
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum14
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum24
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum34
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum44
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum54
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum64
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum74
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0195208
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt197128
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2145236
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3154391
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt488845
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5113187
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt687602
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt7147627
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0APPLE INC AAPL, 1190 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1ABBVIE INC ABBV, 600 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2CBOE HOLDINGS INC CBOE, 1050 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3META PLATFORMS INC META, 730 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4MICROSOFT CORP MSFT, 300 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5PEPSICO INC PEP, 600 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc6RAYTHEON TECHNOLOGIES CORP RTX, 885 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc7WASTE MANAGEMENT INC WM, 900 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-04-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-04-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22023-04-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32023-04-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42023-04-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52023-04-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt62023-04-26
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt72023-04-26
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2K-1 Exp SAGUARO ALL CAP PARTNE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROCESSING FEES

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,404,838
Liabilities
$0
Net assets
$3,404,838
Revenue
$1,249,647
Expenses
$278,214
Net income
$971,433
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$1.94$0.35$1.59
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$1.25$0.28$0.97
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.89$0.33$0.56
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$2.07$0.40$1.66
2020Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.23$0.01$0.21