Civic Intelligence

St. Lloyd Presbyterian Cemetery Foundation Inc.

990PF • Fiscal year 2016 • EIN 20-1807727

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
15 East Center StreetLexington, NC 27292

(336) 909-0515

Siviq Scores

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

Liabilities / Assets

74th percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

43rd percentile

-13%

Higher net margin than 43% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

53rd percentile

-0.0%

Faster asset growth than 53% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

58%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$4,414,993

Down $1,423 (-0.0%) from 2015

Net Assets

Down

$4,414,993

Down $1,423 (-0.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin43rd percentile

Revenue

Up

$10,907

Up $4,004 (+58%) from 2015

Expenses

Down

$12,330

Down $5,520 (-31%) from 2015

Net Income

Up

-$1,423

Up $9,524 (+87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,386,413Liabilities 2011: $02011Assets 2012: $4,453,107Liabilities 2012: $0Net Assets 2012: $4,453,1072012Assets 2013: $4,428,812Liabilities 2013: $0Net Assets 2013: $4,428,8122013Assets 2014: $4,427,435Liabilities 2014: $0Net Assets 2014: $4,427,4352014Assets 2015: $4,416,416Liabilities 2015: $0Net Assets 2015: $4,416,4162015Assets 2016: $4,414,993Liabilities 2016: $0Net Assets 2016: $4,414,9932016Assets 2017: $4,434,624Liabilities 2017: $0Net Assets 2017: $4,434,6242017Assets 2018: $4,426,152Liabilities 2018: $0Net Assets 2018: $4,426,1522018Assets 2019: $4,411,497Liabilities 2019: $0Net Assets 2019: $4,411,4972019Assets 2020: $4,419,008Liabilities 2020: $0Net Assets 2020: $4,419,0082020Assets 2021: $4,591,114Liabilities 2021: $0Net Assets 2021: $4,591,1142021Assets 2022: $4,554,867Liabilities 2022: $0Net Assets 2022: $4,554,8672022Assets 2023: $4,532,817Liabilities 2023: $0Net Assets 2023: $4,532,8172023Assets 2024: $4,001,474Liabilities 2024: $0Net Assets 2024: $4,001,4742024

Highlighted filing

2016

Assets$4,414,993
Liabilities$0
Net Assets$4,414,993
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $5,880Expenses 2011: $5,667Net Income 2011: $2132011Expenses 2012: $17,0472012Revenue 2013: $4,724Expenses 2013: $29,009Net Income 2013: -$24,2852013Revenue 2014: $11,825Expenses 2014: $13,110Net Income 2014: -$1,2852014Revenue 2015: $6,903Expenses 2015: $17,850Net Income 2015: -$10,9472015Revenue 2016: $10,907Expenses 2016: $12,330Net Income 2016: -$1,4232016Revenue 2017: $41,580Expenses 2017: $21,949Net Income 2017: $19,6312017Revenue 2018: $6,507Expenses 2018: $14,979Net Income 2018: -$8,4722018Revenue 2019: $2,892Expenses 2019: $17,547Net Income 2019: -$14,6552019Revenue 2020: $20,557Expenses 2020: $13,046Net Income 2020: $7,5112020Revenue 2021: $183,247Expenses 2021: $11,141Net Income 2021: $172,1062021Revenue 2022: $5,976Expenses 2022: $34,769Net Income 2022: -$28,7932022Revenue 2023: $13,359Expenses 2023: $36,421Net Income 2023: -$23,0622023Revenue 2024: $1,688Expenses 2024: $535,439Net Income 2024: -$533,7512024

Highlighted filing

2016

Revenue$10,907
Expenses$12,330
Net Income-$1,423
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W CLAY GRUBBDirector, President-$0--
GEORGE T GRUBBDirector, VP-$0--
R GORDON GRUBBDirector, VP-$0--
STEPHANIE WESTExecutive Director,Sec.& Trea.-$0--
Filing and Contact Details

Filer

Filer Name
Grubb Preservation FOUNDATION
EIN
20-1807727
In Care Of
% STEPHANIE WEST
Address
15 EAST CENTER STREET, LEXINGTON, NC 27292

Signing Officer

Name
W Clay Grubb
Title
President
Signed
2017-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Pesta Finnie & Associates Llp
Address
6826 MORRISON BLVD, CHARLOTTE, NC 28211
Preparer
Julia M Paxton
Phone
7043641829
Raw XML Appendix344 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/Amt06000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04546
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0OTHER INVESTMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BLACKSTONE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2WHIRLPOOL CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt0220
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt02516
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt02736
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02736
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04546
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01454
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02665
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02422
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt08171
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0220
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0220
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0220
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1423
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012348
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02422
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0416
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt02351
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt03891
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03990
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01667
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0673
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02340
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt02665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010104
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02226
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012330
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02642
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010907
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010104
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02226
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0290 SH BANK OF AMERICA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1110 SH SPPDR SER TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02422
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt02351
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1423
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04414993
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04416416
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04414993
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013
IRS990PF/FMVAssetsEOYAmt04414213
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02331
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01311
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01311
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011880
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011793
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011013
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt04386350
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt04386350
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt04386350
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt04386350
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04416416
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04414993
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015855
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015539
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015539
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04416416
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04414993
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04414213
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04416416
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04414993
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04416416
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04414993
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017518
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt017518
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0263
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0863
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017255
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017518
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
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/PersonNm0W CLAY GRUBB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GEORGE T GRUBB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2R GORDON GRUBB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3STEPHANIE WEST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DIRECTOR,SEC.& TREA.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt015 EAST CENTER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt131 AUSTIN HILL ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23700 GLENWOOD AVENUE SUITE 510
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt315 EAST CENTER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1POUND RIDGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027292
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110576
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd327292
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt0863
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt0863
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt0734
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0734
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt00
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt010104
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt065361
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt016205
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt010983
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt028069
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt010104
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt065361
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt016205
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt010983
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt028069
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j5Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt0575
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt02525
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt0398
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt0278
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt01274
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010104
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010104
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010104
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/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/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/AddressLine1Txt015 EAST CENTER ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LEXINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027292
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STEPHANIE WEST
IRS990PF/StatementsRegardingActyGrp/PhoneNum03369090515
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0COST INCURRED TO MAINTAIN THE UNDEVELOPED LAND THAT THE ORGANIZATION IS HOLDING FOR CHARITABLE PURPOSES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010104
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010104
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MORRISON MASTER CONDOMINIUM ASSOC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0121 WEST TRADE ST STE 2500
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLOTTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028202
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08171
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1COMPUTER NETWORK SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LANDSCAPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21476
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3300
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt42100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt196
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21476
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3396
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42100
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt094
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORDINARY INCOME FROM PASS THROUGH ENTITY
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt094
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREP FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01667
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1533
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W CLAY GRUBB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Grubb Preservation FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GRUB
ReturnHeader/Filer/EIN0201807727
ReturnHeader/Filer/InCareOfNm0% STEPHANIE WEST
ReturnHeader/Filer/USAddress/AddressLine1Txt015 EAST CENTER STREET
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027292
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B71D5CBD7D5A912175C835D110B9052290C3D091
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B71D5CBD7D5A912175C835D110B9052290C3D091
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId056590920173185000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.172.95.242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PESTA FINNIE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06826 MORRISON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028211
ReturnHeader/PreparerPersonGrp/PhoneNum07043641829
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA M PAXTON
ReturnHeader/ReturnTs02017-11-14T08:47:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,414,993
Liabilities
$0
Net assets
$4,414,993
Revenue
$10,907
Expenses
$12,330
Net income
-$1,423
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.00$0.54$0.53
2023Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.01$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.01$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.18$0.01$0.17
2020Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.02$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.00$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.01$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.04$0.02$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.01$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.00$0.03$0.02
2012Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.02
2011Summary only. Only limited summary data is available for this year.$4.39$0.00$0.01$0.01$0.00