Civic Intelligence

Kenneth W& Ora P Whitney Foundation

990PF • Fiscal year 2016 • EIN 22-2464657

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 23, 2017

Organization Profile
400 Avinger Lane Rm/Ste 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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

2016 filings • <$500k 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 • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-0.3%

Faster asset growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$38,181

Down $107 (-0.3%) from 2015

Net Assets

Down

$38,181

Down $107 (-0.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin11th percentile

Revenue

Down

$229

Down $1,757 (-88%) from 2015

Expenses

Down

$336

Down $1 (-0.3%) from 2015

Net Income

Down

-$107

Down $1,756 (-106%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2016

Assets$38,181
Liabilities$0
Net Assets$38,181
Open 2016 Filing

Operations Trend

Revenue Growth3rd 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

2016

Revenue$229
Expenses$336
Net Income-$107
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 23, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th 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 RM/STE 406, DAVIDSON, NC 28036

Signing Officer

Name
Kenneth Whitney
Title
Director
Phone
7048961406
Signed
2017-03-23

Preparer

Firm
Ladd Mccall & Associates Cpas Pa
Address
PO BOX 2430, CORNELIUS, NC 28031
Preparer
Barbara G Mccall
Phone
7048962870
Raw XML Appendix228 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt0310
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0310
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02014-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FT TACT INCM 34 CA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt014585
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt012968
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-1617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0120 SHARES BMY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1120 SHARES XOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2390 SHARES INTC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31,502 UNITS FIRST TRUST TACTICAL INC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt01565
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0310
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-107
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012968
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1617
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01230
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt01566
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0336
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0336
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0336
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01566
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0229
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0336
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0336
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0336
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-107
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038181
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt038288
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038181
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02354
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02354
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02354
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02379
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt025
IRS990PF/DistributableAmountGrp/TotalTaxAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt025
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt025
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt025
IRS990PF/FMVAssetsEOYAmt050150
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03307
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018161
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018161
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt034981
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt020020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt031989
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt038288
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt038181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt038288
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt038181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt050150
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt038288
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt038181
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt038288
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038181
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt048306
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt010735
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt037571
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0725
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02379
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt047581
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt048306
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/AdjNetVlNoncharitableAssetsAmt09522
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt09534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.200119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.200119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt047581
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt046928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt050465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt046739
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.200119
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
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/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt02354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02354
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06494
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02354
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04140
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04140
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04140
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06494
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt026
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt026
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH WHITNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07048961406
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH W& ORA P WHITNEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0222464657
ReturnHeader/Filer/PhoneNum07048961406
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 AVINGER LANE RM/STE 406
ReturnHeader/Filer/USAddress/CityNm0DAVIDSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028036
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04D19D2D5EFBF53D540D6026B7AA1B8F9A76A4E12
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0458852A55647F9AAEFB96E1A30E832E42AC3EA30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562226954
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LADD MCCALL & ASSOCIATES CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2430
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORNELIUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028031
ReturnHeader/PreparerPersonGrp/PhoneNum07048962870
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA G MCCALL
ReturnHeader/ReturnTs02017-03-24T17:13:13+00:00
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
$38,181
Liabilities
$0
Net assets
$38,181
Revenue
$229
Expenses
$336
Net income
-$107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$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