Civic Intelligence

Kenneth W& Ora P Whitney Foundation

990PF • Fiscal year 2014 • EIN 22-2464657

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 29, 2015

Organization Profile
400 Avinger LaneRoom/Suite 406Davidson, NC 28036

(704) 896-1406

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

9th percentile

-63%

Higher net margin than 9% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

53rd percentile

2.1%

Faster asset growth than 53% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

240%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$36,639

Up $747 (+2.1%) from 2013

Net Assets

Up

$36,639

Up $747 (+2.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin9th percentile

Revenue

Up

$6,393

Up $4,513 (+240%) from 2013

Expenses

Up

$10,448

Up $10,133 (+3217%) from 2013

Net Income

Down

-$4,055

Down $5,620 (-359%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$40K$30K$20K$10K$0Assets 2011: $34,321Liabilities 2011: $0Net Assets 2011: $34,3212011Assets 2012: $34,327Liabilities 2012: $02012Assets 2013: $35,892Liabilities 2013: $0Net Assets 2013: $35,8922013Assets 2014: $36,639Liabilities 2014: $0Net Assets 2014: $36,6392014Assets 2015: $38,288Liabilities 2015: $0Net Assets 2015: $38,2882015Assets 2016: $38,181Liabilities 2016: $0Net Assets 2016: $38,1812016

Highlighted filing

2014

Assets$36,639
Liabilities$0
Net Assets$36,639
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

$15K$10K$5.0K$0-$5.0KExpenses 2011: $1,2752011Revenue 2012: $1,821Expenses 2012: $1,814Net Income 2012: $72012Revenue 2013: $1,880Expenses 2013: $315Net Income 2013: $1,5652013Revenue 2014: $6,393Expenses 2014: $10,448Net Income 2014: -$4,0552014Revenue 2015: $1,986Expenses 2015: $337Net Income 2015: $1,6492015Revenue 2016: $229Expenses 2016: $336Net Income 2016: -$1072016

Highlighted filing

2014

Revenue$6,393
Expenses$10,448
Net Income-$4,055
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH WHITNEYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Kenneth W& Ora P Whitney Foundation
EIN
22-2464657
Phone
7048961406
Address
400 AVINGER LANE, ROOM/SUITE 406, DAVIDSON, NC 28036

Signing Officer

Name
Kenneth Whitney
Title
Director
Phone
7048961406
Signed
2015-04-29

Preparer

Preparer
Barbara G Mccall
Raw XML Appendix224 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/Amt0300
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12010-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FT TACT INC 27 CA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1LILLY ELI & COMPANY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt015954
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt18428
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt014890
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt113669
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12014-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-1064
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt314852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0120 SHARES BMY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1120 SHARES XOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2390 SHARES INTC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3240 SHARES LLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,502 UNITS FIRST TRUST TACTICAL INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt01847
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt04177
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06024
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06024
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt01847
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010117
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010117
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0369
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt01847
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01847
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01847
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4055
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt028559
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04177
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01847
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010117
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt010448
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01847
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06393
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0331
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4055
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04802
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt036639
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt035892
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt036639
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02505
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02505
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02505
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02523
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018
IRS990PF/DistributableAmountGrp/TotalTaxAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018
IRS990PF/FMVAssetsEOYAmt048826
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02129
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01643
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt033763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt034996
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt047183
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt035892
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt036639
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt035892
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt036639
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt048826
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt035892
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt036639
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt035892
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt036639
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt051234
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01886
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt049348
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0769
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02523
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt050465
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt051234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KENNETH WHITNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0400 AVINGER LANE 406
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DAVIDSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028036
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt050465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt046739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010117
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010099
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010117
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt018
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010117
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DIVIDEND INCOME WAS A SOURCE OF INCOME TO PROVIDE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1CONTRIBUTIONS FOR THE FOUNDATION
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/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KENNETH WHITNEY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 AVINGER LANE 406
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DAVIDSON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07048961406
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ADVANCE WORLD UNDERSTANDING, GW..
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ROTARY FOUNDATION OF ROTARY INT'L
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01560 SHERMAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010117
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/AppliedToCurrentYearAmt02505
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02505
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01202
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08814
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07612
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01202
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010117
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07612
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08814
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01202
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt04802
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0GIFTED STOCK, GAIN
TaxesSchedule/TaxesDetail/Amt031
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH WHITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07048961406
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH W& ORA P WHITNEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0222464657
ReturnHeader/Filer/PhoneNum07048961406
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 AVINGER LANE
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE 406
ReturnHeader/Filer/USAddress/CityNm0DAVIDSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028036
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA G MCCALL
ReturnHeader/ReturnTs02015-04-29T15:02:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,639
Liabilities
$0
Net assets
$36,639
Revenue
$6,393
Expenses
$10,448
Net income
-$4,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.2$0.00$38.2$0.23$0.34$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.3$0.00$38.3$1.99$0.34$1.65
2014Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$6.39$10.4$4.06
2013Detailed filing. Detailed filing data is available for this year.$35.9$0.00$35.9$1.88$0.32$1.57
2012Summary only. Only limited summary data is available for this year.$34.3$0.00$1.82$1.81$0.01
2011Detailed filing. Detailed filing data is available for this year.$34.3$0.00$34.3$1.28
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • <$500k nonprofits