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EIN 14-6325156

Iona Mcgregor Retiree Ins TR Fund

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Fort Myers
State
Florida
Year formed
2007
Most recent tax filings
2023-09-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Iona Mcgregor Retiree Ins TR Fund aims to provide post-retirement health benefits for the Iona-Mcgregor Fire Protection and Rescue Service District, a governmental unit under Florida Statute. Khalid Aquil manages the fund, which is situated in Fort Myers, FL.
Also known as...
Cynthia L Zinger Et Al Ttee
Total revenues
$827,729
2023
Total expenses
$541,371
2023
Total assets
$13,685,673
2023
Num. employees
0
2023

Financials for Iona Mcgregor Retiree Ins TR Fund

RevenuesFYE 09/2023
Total grants, contributions, etc.$0
Program services$592,714
Investment income and dividends$204,171
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$30,844
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$827,729
Data update history
September 30, 2024
Posted financials
Added Form 990 for fiscal year 2023
September 23, 2024
Used new vendors
Identified 1 new vendor, including
October 4, 2023
Posted financials
Added Form 990 for fiscal year 2022
October 4, 2023
Updated personnel
Identified 3 new personnel
August 14, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Fraternal societiesMutual assistance organizationsHeadquarter / parent organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
6061 S Pointe Blvd
Fort Myers, FL 33919
Metro area
Cape Coral-Fort Myers, FL
County
Lee County, FL
Phone
(239) 433-0660
IRS details
EIN
14-6325156
Fiscal year end
September
Taxreturn type
Form 990
Year formed
2007
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525110: Pension Funds
Parent/child status
Central organization
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