Civic Intelligence

William M Backer Foundation Inc

990PF • Fiscal year 2020 • EIN 13-3579157

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 11, 2021

Organization Profile
7181 Smitten Farm LaneThe Plains, VA 20198

(540) 364-2777

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

13th percentile

-45%

Higher net margin than 13% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

24th percentile

-2.3%

Faster asset growth than 24% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-4.2%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$6,422,587

Down $151,138 (-2.3%) from 2019

Net Assets

Down

$6,422,587

Down $151,138 (-2.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin13th percentile

Revenue

Down

$338,687

Down $14,680 (-4.2%) from 2019

Expenses

Down

$489,806

Down $24,643 (-4.8%) from 2019

Net Income

Up

-$151,119

Up $9,963 (+6.2%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,438,904Liabilities 2011: $02011Assets 2012: $4,470,460Liabilities 2012: $02012Assets 2013: $4,934,642Liabilities 2013: $02013Assets 2014: $5,291,809Liabilities 2014: $0Net Assets 2014: $5,291,8092014Assets 2015: $5,854,918Liabilities 2015: $0Net Assets 2015: $5,854,9182015Assets 2016: $5,793,481Liabilities 2016: $0Net Assets 2016: $5,793,4812016Assets 2017: $6,060,443Liabilities 2017: $0Net Assets 2017: $6,060,4432017Assets 2018: $6,734,854Liabilities 2018: $0Net Assets 2018: $6,734,8542018Assets 2019: $6,573,725Liabilities 2019: $0Net Assets 2019: $6,573,7252019Assets 2020: $6,422,587Liabilities 2020: $0Net Assets 2020: $6,422,5872020Assets 2021: $6,536,743Liabilities 2021: $0Net Assets 2021: $6,536,7432021Assets 2022: $6,819,261Liabilities 2022: $0Net Assets 2022: $6,819,2612022Assets 2023: $6,149,216Liabilities 2023: $0Net Assets 2023: $6,149,2162023Assets 2024: $7,521,696Liabilities 2024: $0Net Assets 2024: $7,521,6962024

Highlighted filing

2020

Assets$6,422,587
Liabilities$0
Net Assets$6,422,587
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $587,637Expenses 2011: $310,696Net Income 2011: $276,9412011Revenue 2012: $398,916Expenses 2012: $367,360Net Income 2012: $31,5562012Revenue 2013: $841,413Expenses 2013: $377,231Net Income 2013: $464,1822013Revenue 2014: $746,725Expenses 2014: $381,561Net Income 2014: $365,1642014Revenue 2015: $994,696Expenses 2015: $431,587Net Income 2015: $563,1092015Revenue 2016: $419,221Expenses 2016: $480,503Net Income 2016: -$61,2822016Revenue 2017: $709,177Expenses 2017: $442,214Net Income 2017: $266,9632017Revenue 2018: $1,187,350Expenses 2018: $512,893Net Income 2018: $674,4572018Revenue 2019: $353,367Expenses 2019: $514,449Net Income 2019: -$161,0822019Revenue 2020: $338,687Expenses 2020: $489,806Net Income 2020: -$151,1192020Revenue 2021: $639,003Expenses 2021: $524,821Net Income 2021: $114,1822021Revenue 2022: $563,658Expenses 2022: $281,140Net Income 2022: $282,5182022Revenue 2023: $221,098Expenses 2023: $891,143Net Income 2023: -$670,0452023Revenue 2024: $1,921,645Expenses 2024: $549,165Net Income 2024: $1,372,4802024

Highlighted filing

2020

Revenue$338,687
Expenses$489,806
Net Income-$151,119
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 11, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN M BACKERPresident/Treasurer-$0--
DAVID MOLTKE-HANSENDirector-$0--
GEORGIA H HERBERTSecretary-$0--
GEORGE GRAYSONVice President-$0--
TREVOR POTTERDirector-$0--
Filing and Contact Details

Filer

Filer Name
William M Backer Foundation Inc
EIN
13-3579157
Phone
5403642777
Address
7181 SMITTEN FARM LANE, THE PLAINS, VA 20198

Signing Officer

Name
Georgia H Herbert
Title
Director
Phone
5403642777
Signed
2021-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Yount Hyde & Barbour Pc
Address
PO BOX 467, MIDDLEBURG, VA 20118
Preparer
Benjamin J Sandala CPA
Phone
5406876381
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt585597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6107342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7149060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt847288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt947664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1059824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc014992.504 SHS ARTISAN INT'L VALUE ADVISOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1350 SHS BOEING CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc230541.103 SHS BROWN ADVISORY EMG MKTS INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3571 SHS BROOKFIELD INFRASTRUCTURE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc40.333 SHS BROOKFIELD INFRASTRUCTURE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52502 SHS BROOKFIELD INFRASTRUCTURE LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc63750 SHS EBAY INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7977 SHS VISA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8500 SHS FED RTLY INVT TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9175 SHS FLEETCOR TECHNOLOGIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0157467
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-151119
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt019
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06422606
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06573725
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06422587
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0452013
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0452013
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0452013
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0457815
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05802
IRS990PF/DistributableAmountGrp/TotalTaxAmt05802
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010967
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05802
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05165
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05802
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05802
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010967
IRS990PF/FMVAssetsEOYAmt09876589
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014524
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt023276
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt023276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02682250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03812332
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03949884
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02818119
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02079290
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05425814
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0255742
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0263132
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0233058
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06573725
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06422587
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0803090
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0244557
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0244557
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06573725
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06422587
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09876589
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06573725
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06422587
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06573725
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06422587
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09295743
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0626456
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08669287
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0139436
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0457815
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09156307
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09295743
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ANN M BACKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID MOLTKE-HANSEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GEORGIA H HERBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3GEORGE GRAYSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4TREVOR POTTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07181 SMITTEN FARM LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt127 EDGEWOOD ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26537 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31858 BLUE RIDGE FARM ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43284 WHITING ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0THE PLAINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ASHEVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2THE PLAINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3UPPERVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4MARSHALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd020198
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd220198
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd320184
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd420115
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0442021
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0444922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0435556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0442524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0378127
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0397343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0375147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048912
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051703
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044632
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt09156307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08904965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08901114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08147563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07685061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08405344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0441226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241373
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0441226
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0441226
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,422,587
Liabilities
$0
Net assets
$6,422,587
Revenue
$338,687
Expenses
$489,806
Net income
-$151,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$1.92$0.55$1.37
2023Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.22$0.89$0.67
2022Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.56$0.28$0.28
2021Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.64$0.52$0.11
2020Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.34$0.49$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.35$0.51$0.16
2018Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$1.19$0.51$0.67
2017Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.71$0.44$0.27
2016Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.42$0.48$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.99$0.43$0.56
2014Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.75$0.38$0.37
2013Summary only. Only limited summary data is available for this year.$4.93$0.00$0.84$0.38$0.46
2012Summary only. Only limited summary data is available for this year.$4.47$0.00$0.40$0.37$0.03
2011Summary only. Only limited summary data is available for this year.$4.44$0.00$0.59$0.31$0.28