Civic Intelligence

The Sam and Virginia Patz Foundation

EIN 85-3281351 • Sanford, FL

582 Caledonia PlaceSanford, FL 32771
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

9th percentile

-176%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

33rd percentile

-17%

Faster asset growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$293,114

Down $61,681 (-17%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Down

$293,114

Down $61,681 (-17%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin9th percentile

Revenue

Up

$35,047

Up $35,146 (+35501%) from 2023

Expenses

Up

$96,664

Up $36,909 (+62%) from 2023

Net Income

Down

-$61,617

Down $1,763 (-2.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2020: $3,501Liabilities 2020: $1Net Assets 2020: $3,5012020Assets 2021: $519,240Liabilities 2021: $1Net Assets 2021: $519,2402021Assets 2022: $414,649Liabilities 2022: $1Net Assets 2022: $414,6492022Assets 2023: $354,795Liabilities 2023: $1Net Assets 2023: $354,7952023Assets 2024: $293,114Liabilities 2024: $0Net Assets 2024: $293,1142024

Highlighted filing

2024

Assets$293,114
Liabilities$0
Net Assets$293,114
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2020: $10,001Expenses 2020: $6,500Net Income 2020: $3,5012020Revenue 2021: $524,969Expenses 2021: $9,230Net Income 2021: $515,7392021Revenue 2022: -$47,680Expenses 2022: $56,911Net Income 2022: -$104,5912022Revenue 2023: -$99Expenses 2023: $59,755Net Income 2023: -$59,8542023Revenue 2024: $35,047Expenses 2024: $96,664Net Income 2024: -$61,6172024

Highlighted filing

2024

Revenue$35,047
Expenses$96,664
Net Income-$61,617
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$293,114
Liabilities
$0
Net assets
$293,114
Revenue
$35,047
Expenses
$96,664
Net income
-$61,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.35$0.97$0.62
2023Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.00$0.60$0.60
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.48$0.57$1.05
2021Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$5.25$0.09$5.16
2020Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.10$0.07$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MONICA H KINGDir, Sec, Tr-$0--
CHESTER A KINGDir, Pres-$0--
Filing and Contact Details

Filer

Filer Name
The Sam & Virginia Patz Foundation
EIN
85-3281351
Phone
4078966633
Address
582 CALEDONIA PLACE, SANFORD, FL 32771

Signing Officer

Name
Monica H King
Title
Dir, Sec, Treas
Phone
4078966633
Signed
2025-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Mccarron Cpas
Address
628 ELLEN DR, WINTER PARK, FL 32789-2902
Preparer
David J Mccarron CPA
Phone
4078977050
Raw XML Appendix321 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt05000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FIDELITY 5832
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1FIDELITY 5832
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt014392
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1183299
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt014954
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1204977
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0562
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt121678
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FIDELITY ADVISOR STRATEGIC FIWDX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FIDELITY ADVISOR INV GRADE- FIKQX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GUGGENHEIM LIMITED- GILHX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3GUGGENHEIM LIMITED- GIBIX
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4FIDELITY TOTAL BONDS EFT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5SPDR PORTFOLIO SHORT TERM CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6ACE INA HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7APPLE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8CONOCOPHILLIPS COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9JP MORGAN CHASE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10UNITED PARCEL SVCS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt014214
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt114203
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt218217
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt314287
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt414345
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt518645
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt014116
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt113742
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt218194
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt313960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt413895
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt518598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt021434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt321142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt523771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt712096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt823494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt910157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1012167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1117828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt021538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt231278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt322349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt417113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt715227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt824731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt911244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1014851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1120969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIRST TR EXCHANGE-TRADED-SDVY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1INVESCO QQQ TR UNIT SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES TR RUS TP200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ISHARES TR MSCI INTL,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4PACER FDS TR US CASH COWS 100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5SPDR PORTFOLIO DEVELOPED WORLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SCHWAB STRATEGIC TR FUNDAMENTAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7SCHWAB FUNDAMENTAL US LARGE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8SCHWAB INTERNATIONA EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VANGUARD MID-CAP GROWTH INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VANGUARD INDEX FDS VANGUARD GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD INDEX FDS VANGUARD VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHARLES SCHWAB INTERNATIONAL EO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DIMENSIONAL U S EQUITY EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES EDGE MCI INTL QUALITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ISHARES RUSSELL TOP 200 GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PACER DEVLP MRT INTR EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PACER US SMALL CAP CASH COWS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18SCHWAB FUNDAMENTAL INTL LARGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19SCHWAB US DIVIDEND EQUITY EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20SELECT SECTOR SPDR ENERGY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21VANGAURD VALUE EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22WISDOM TREE TOTAL DIVIDEND FUN
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt010294
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt022240
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt030
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt032564
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt032564
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt010324
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt076625
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt076625
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt02483
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt010294
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09128
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt010294
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-61617
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0219931
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt022240
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09158
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010487
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02868
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt010324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt076625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt096664
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09158
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035047
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020039
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01483
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-61617
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt085
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt021
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0293199
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0354795
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0293114
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019237
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019237
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019237
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019364
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0127
IRS990PF/DistributableAmountGrp/TotalTaxAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0127
IRS990PF/FMVAssetsEOYAmt0325773
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt055148
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt093911
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt092505
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0243405
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0195895
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0233268
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0529
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0354795
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0293114
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08649
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02777
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0354795
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0293114
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0325773
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0354795
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0293114
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0354795
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0293114
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt047593
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0393168
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt06383
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0386785
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05898
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019364
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0387270
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0393168
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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/PersonNm0MONICA H KING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHESTER A KING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIR, SEC, TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIR, PRES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0582 CALEDONIA PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1582 CALEDONIA PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032771
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132771
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt076625
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt076625
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/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/IndividualWithBooksNm0MONICA W KING
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012024 TALITHA LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ORLANDO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0328277254
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04078966633
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MONICA KING
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04078966633
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0582 CALEDONIA PLACE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SANFORD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd032771
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175625
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT DEPARTMENT OF WRITING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT DEPARTMENT OF WRITING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEMINOLE TRIBE OF FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIV OF CENTRAL FLORIDA FOUND INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt030290 JOSIE BILLIE HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112424 RESEARCH PKWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PMB 1003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1STE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEWISTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ORLANDO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033440
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132826
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076625
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/AppliedToCurrentYearAmt019237
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt019237
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt057388
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057388
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076625
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057388
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt057388
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INTEREST RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt072
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1457
OtherDecreasesSchedule/OtherDecreasesDetail/Amt085
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0EXCISE TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADMINISTRATIVE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE OR LOCAL FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010462
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PLUG
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02868
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT SERVICES
TaxesSchedule/TaxesDetail/Amt0201
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MONICA H KING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIR, SEC, TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum04078966633
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SAM & VIRGINIA PATZ FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SAM&
ReturnHeader/Filer/EIN0853281351
ReturnHeader/Filer/PhoneNum04078966633
ReturnHeader/Filer/USAddress/AddressLine1Txt0582 CALEDONIA PLACE
ReturnHeader/Filer/USAddress/CityNm0SANFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032771
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593543103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCARRON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0628 ELLEN DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINTER PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0327892902
ReturnHeader/PreparerPersonGrp/PhoneNum04078977050
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J MCCARRON CPA
ReturnHeader/ReturnTs02025-10-15T19:56:55-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.