Civic Intelligence

Nicholas W Genematas II Foundation

990PF • Fiscal year 2017 • EIN 86-6054188

Jun 01, 2016 to May 31, 2017 • Filed on Feb 13, 2018

8110 S Houghton Rd Ste 158-115Tucson, AZ 85747

(520) 405-6485

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

8th percentile

-68%

Higher net margin than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.3%

Faster asset growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

3.3%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$390,443

Down $17,708 (-4.3%) from 2016

Net Assets

Down

$390,443

Down $17,708 (-4.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$26,083

Up $841 (+3.3%) from 2016

Expenses

Up

$43,791

Up $1,271 (+3.0%) from 2016

Net Income

Down

-$17,708

Down $430 (-2.5%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $416,530Liabilities 2012: $02012Assets 2013: $464,177Liabilities 2013: $02013Assets 2014: $444,981Liabilities 2014: $0Net Assets 2014: $444,9812014Assets 2015: $425,429Liabilities 2015: $0Net Assets 2015: $425,4292015Assets 2016: $408,151Liabilities 2016: $0Net Assets 2016: $408,1512016Assets 2017: $390,443Liabilities 2017: $0Net Assets 2017: $390,4432017Assets 2018: $372,273Liabilities 2018: $1,500Net Assets 2018: $370,7732018Assets 2019: $357,140Liabilities 2019: $0Net Assets 2019: $357,1402019Assets 2020: $335,297Liabilities 2020: $0Net Assets 2020: $335,2972020Assets 2021: $319,841Liabilities 2021: $0Net Assets 2021: $319,8412021Assets 2022: $297,056Liabilities 2022: $0Net Assets 2022: $297,0562022Assets 2023: $277,074Liabilities 2023: $0Net Assets 2023: $277,0742023Assets 2024: $210,790Liabilities 2024: $0Net Assets 2024: $210,7902024

Highlighted filing

2017

Assets$390,443
Liabilities$0
Net Assets$390,443

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2012: $8,589Expenses 2012: $25,700Net Income 2012: -$17,1112012Revenue 2013: $83,287Expenses 2013: $35,640Net Income 2013: $47,6472013Revenue 2014: $16,995Expenses 2014: $36,191Net Income 2014: -$19,1962014Revenue 2015: $19,652Expenses 2015: $39,204Net Income 2015: -$19,5522015Revenue 2016: $25,242Expenses 2016: $42,520Net Income 2016: -$17,2782016Revenue 2017: $26,083Expenses 2017: $43,791Net Income 2017: -$17,7082017Revenue 2018: $21,438Expenses 2018: $41,108Net Income 2018: -$19,6702018Revenue 2019: $19,862Expenses 2019: $33,495Net Income 2019: -$13,6332019Revenue 2020: $1,155Expenses 2020: $22,998Net Income 2020: -$21,8432020Revenue 2021: $19,823Expenses 2021: $35,279Net Income 2021: -$15,4562021Revenue 2022: $14,654Expenses 2022: $37,439Net Income 2022: -$22,7852022Revenue 2023: $10,946Expenses 2023: $30,928Net Income 2023: -$19,9822023Revenue 2024: $15,317Expenses 2024: $119,183Net Income 2024: -$103,8662024

Highlighted filing

2017

Revenue$26,083
Expenses$43,791
Net Income-$17,708
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Feb 13, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIANN JEAN ERNSTPres & Director-$0--
ALEXANDRIA M ERNSTDirector-$0--
VICTORIA N ERNSTDirector-$0--
SARAH A GENEMATASDirector-$0--
DUKE CORLEYDirector-$0--
DR BRETT ERNSTVP & Director-$0--
JEANETTE BLOSSSecretary-$0--
WILLIAM N GENEMATASDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GRADUATE SUPPORT PROGRAMN/ATUCSON, AZ, US$3,500
Paid Grant-HOSPITAL HEROES PROGRAMN/ATUCSON, AZ, US$3,000
Paid Grant-TEEN TAKEOVER RETREAT PROGRAMN/AHARRISBURG, PA, US$2,500
Paid Grant-FAMILY SUPPORT PROGRAMPCTUCSON, AZ, US$2,500
Paid Grant-HEARTS CAN HEAL PROGRAMN/AYORK, PA, US$2,500
Paid Grant-AFFORDABLE PRESCRIPTIONS PROGRAMN/ADETROIT, MI, US$2,000
Paid Grant-SEA OF GLASS SCHOLARSHIP AND PERFORMANCE PASS OUTREACH PROGRAMN/ATUBAC, AZ, US$2,000
Paid Grant-HENRY FORD EARLY COLLEGE STUDENT SUPPORT ENDOWMENTN/ADETROIT, MI, US$2,000
Paid Grant-MY TIME PROGRAMN/ATUCSON, AZ, US$2,000
Paid Grant-GENERAL OPERATING FUNDN/ATUCSON, AZ, US$2,000
Paid Grant-GUIDED APPRENTICE PROGRAMN/ATUCSON, AZ, US$1,500
Paid Grant-STUDENT LIVING EXPENSE PROGRAMN/ATUCSON, AZ, US$1,500
Paid Grant-RIDING FOR KIDS WITH DISABILITES PROGRAMN/ATUCSON, AZ, US$1,500
Paid Grant-REACH OUT AND READ BOOK PURCHASES VIA PIMA COUNTY HEALTH DEPTN/ATUCSON, AZ, US$1,000
Paid Grant-"SMART MOVES" PROGRAMN/ATUCSON, AZ, US$1,000
Paid Grant-SUN SAVERS PROGRAMN/ATUCSON, AZ, US$500
Paid Grant-CAMP REILY SCHOLARSHIPSN/AHARRISBURG, PA, US$500
Filing and Contact Details

Filer

Filer Name
Nicholas W Genematas Ii Foundation
EIN
86-6054188
Phone
5204056485
Address
8110 S HOUGHTON RD STE 158-115, TUCSON, AZ 85747

Signing Officer

Name
Jeanette Bloss
Title
Secretary
Signed
2018-02-13
Discuss with paid preparer
Yes

Preparer

Firm
DRC Ltd
Address
6761 E Tanque Verde Road, Tucson, AZ 85715
Preparer
Duke Corley CPA
Phone
5207210400
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0STATEMENT 12FORM 990-PF, PART XVQUESTION 2: a) MARIANN JEAN ERNST c/o JEANETTE BLOSS 8110 S HOUGHTON RD, STE 158-115 TUCSON, AZ 85747 (520) 405-6485 b) THE FOUNDATION DOES NOT USE A PRE-PRINTED FORM FOR INITIAL APPLICATIONS. HOWEVER, IF THE REQUEST IS APPROVED FOR FURTHER REVIEW BY THE DIRECTORS, THE FOUNDATION REQUIRES THAT THE APPLICANT EITHER SUBMIT IN WRITING OR PRESENT ORALLY TO THE DIRECTORS' THE FOLLOWING INFORMATION: 1) A STATEMENT DESCRIBING THE EXEMPT STATUS OF THE APPLICANT AND ITS CHARITABLE PURPOSE. 2) A DESCRPIPTION OF THE ORGANIZATION'S ACTIVITIES. 3) THE AMOUNT OF THE CONTRIBUTION OR GRANT REQUESTED. 4) THE INTENDED USE OF THE CONTRIBUTION OR GRANT. 5) A COPY OF THE LAST FINANCIAL STATEMENT ISSUED BY THE ORGANIZATION OR EQUIVALENT FINANCIAL INFORMATION. 6) THE IDENTITY OF THE INDIVIDUAL TRUSTEES OR OFFICERS REQUESTING THE FUNDS. 7) A COPY OF THE REQUESTING ORGANIZATION'S MOST CURRENT BUDGET. IF THE ORGANIZATION IS A PUBLIC FOUNDATION, THE DIRECTORS WILL WAIVE THIS REQUIREMENT. c) THE ORGANIZATION MUST SUBMIT WRITTEN REQUESTS BY THE DATE OF THE ANNUAL FOUNDATION MEETING, OR MAKE ITS ORAL PRESENTATION AT THE ANNUAL MEETING. d) THERE ARE NO LIMITATIONS OR RESTRICTIONS OTHER THAN THAT THE REQUESTING ORGANIZATION MUST HAVE TAX EXEMPT STATUS.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc375 DU PONT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc450 PPL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07936
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-17708
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0390443
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0408151
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0390443
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt024403
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt024403
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt024403
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt024587
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0184
IRS990PF/DistributableAmountGrp/TotalTaxAmt0184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt095
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0195
IRS990PF/FMVAssetsEOYAmt0499118
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0408151
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0390443
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03888
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06118
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06118
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt050730
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt050730
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt050963
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0339589
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0322864
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0431449
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06739
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03526
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03526
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0408151
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0390443
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0499118
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0408151
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0390443
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0408151
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0390443
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt07205
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt07205
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt07062
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0499230
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014811
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0484419
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07488
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt024587
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0491742
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0499230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARIANN JEAN ERNST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEXANDRIA M ERNST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2VICTORIA N ERNST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SARAH A GENEMATAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DUKE CORLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5DR BRETT ERNST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JEANETTE BLOSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7WILLIAM N GENEMATAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres & Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VP & Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02353 FOREST HILLS DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12353 FOREST HILLS DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22353 FOREST HILLS DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32353 FOREST HILLS DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46761 E TANQUE VERDE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52353 FOREST HILLS DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt68110 S HOUGHTON RD STE 158
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt74401 POPPY TREE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HARRISBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HARRISBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HARRISBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HARRISBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5HARRISBURG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6TUCSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7JACKSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6AZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd017112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd117112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd217112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd317112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd485715
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd517112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd685747
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd732258
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt028455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt028639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt032524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt029622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt026293
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt026315
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt021316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0491742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0478808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0498399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0474528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0449219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0444306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt034573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.289325
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt034389
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt034573
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0184
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt034573
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0259 N MEYER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TUCSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AZ
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0857011090
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AZ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JEANETTE BLOSS
IRS990PF/StatementsRegardingActyGrp/PhoneNum05206248886
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE STATEMENT 12
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARIANNE JEAN ERNST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05204056485

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.00$2.11$0.15$1.19$1.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.11$0.31$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.15$0.37$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.20$0.35$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.01$0.23$0.22
2019Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.20$0.33$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.02$3.71$0.21$0.41$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.26$0.44$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$0.25$0.43$0.17
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.20$0.39$0.20
2014Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.17$0.36$0.19
2013Summary only. Only limited summary data is available for this year.$4.64$0.00$0.83$0.36$0.48
2012Summary only. Only limited summary data is available for this year.$4.17$0.00$0.09$0.26$0.17