Civic Intelligence

George a Ohl Jr Trust

990PF • Fiscal year 2014 • EIN 22-6024900

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 22, 2015

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(336) 747-8203

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

58th percentile

$59,827

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

48th percentile

1.2%

Faster asset growth than 48% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

92%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,916,077

Up $45,001 (+1.2%) from 2013

Net Assets

Up

$3,916,077

Up $45,001 (+1.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin69th percentile

Revenue

Up

$361,324

Up $173,592 (+92%) from 2013

Expenses

Up

$308,360

Up $8,973 (+3.0%) from 2013

Net Income

Up

$52,964

Up $164,619 (+147%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,190,785Liabilities 2011: $02011Assets 2012: $3,983,696Liabilities 2012: $0Net Assets 2012: $3,983,6962012Assets 2013: $3,871,076Liabilities 2013: $0Net Assets 2013: $3,871,0762013Assets 2014: $3,916,077Liabilities 2014: $0Net Assets 2014: $3,916,0772014Assets 2015: $3,829,333Liabilities 2015: $0Net Assets 2015: $3,829,3332015Assets 2016: $3,739,597Liabilities 2016: $0Net Assets 2016: $3,739,5972016Assets 2018: $3,766,853Liabilities 2018: $0Net Assets 2018: $3,766,8532018Assets 2019: $3,644,099Liabilities 2019: $0Net Assets 2019: $3,644,0992019Assets 2020: $3,574,246Liabilities 2020: $0Net Assets 2020: $3,574,2462020Assets 2021: $3,599,424Liabilities 2021: $0Net Assets 2021: $3,599,4242021Assets 2022: $3,730,493Liabilities 2022: $0Net Assets 2022: $3,730,4932022Assets 2023: $3,731,649Liabilities 2023: $0Net Assets 2023: $3,731,6492023Assets 2024: $3,923,303Liabilities 2024: $0Net Assets 2024: $3,923,3032024

Highlighted filing

2014

Assets$3,916,077
Liabilities$0
Net Assets$3,916,077
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $118,942Expenses 2011: $332,317Net Income 2011: -$213,3752011Expenses 2012: $229,9242012Revenue 2013: $187,732Expenses 2013: $299,387Net Income 2013: -$111,6552013Revenue 2014: $361,324Expenses 2014: $308,360Net Income 2014: $52,9642014Revenue 2015: $260,772Expenses 2015: $353,888Net Income 2015: -$93,1162015Revenue 2016: $182,275Expenses 2016: $274,094Net Income 2016: -$91,8192016Revenue 2018: $311,738Expenses 2018: $285,186Net Income 2018: $26,5522018Revenue 2019: $231,429Expenses 2019: $284,579Net Income 2019: -$53,1502019Revenue 2020: $209,669Expenses 2020: $279,157Net Income 2020: -$69,4882020Revenue 2021: $320,636Expenses 2021: $294,277Net Income 2021: $26,3592021Revenue 2022: $407,894Expenses 2022: $275,504Net Income 2022: $132,3902022Revenue 2023: $258,802Expenses 2023: $255,169Net Income 2023: $3,6332023Revenue 2024: $459,773Expenses 2024: $268,927Net Income 2024: $190,8462024

Highlighted filing

2014

Revenue$361,324
Expenses$308,360
Net Income$52,964
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 22, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGOTrusteeFT$59,827-$59,827
BERNARD S BERKOWITZCo-Trustee-$11,966-$11,966
GENE R KORF ESQCo-Trustee-$11,965-$11,965
HANS DEKKERCo-Trustee-$11,965-$11,965
Filing and Contact Details

Filer

Filer Name
George a Ohl Jr Trust
EIN
22-6024900
Phone
3367478203
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
3367478203
Signed
2015-04-22
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc09814.024 EII INTERNATIONAL PROPERTY-I #30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1322. ISHARES MIDCAP INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2312. ISHARES MIDCAP INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38031.665 PIONEER HIGH YIELD FD-Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43697.555 ROWE T PRICE BLUE CHIP GROWTH FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc55400. VANGARD MSCI EMERGING MARKETS EFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0259740
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt052964
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt011215
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03252
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03927292
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03871076
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03916077
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0235299
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0235299
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0235299
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0240771
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05472
IRS990PF/DistributableAmountGrp/TotalTaxAmt05472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02172
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05472
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02172
IRS990PF/FMVAssetsEOYAmt04770650
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03871076
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03916077
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01201779
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01200462
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01196835
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02533755
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02602440
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03460640
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0135542
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0113175
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0113175
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03871076
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03916077
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04770650
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03871076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03916077
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03871076
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03916077
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04888744
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt072480
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04816264
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073331
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0240771
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04815413
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04888744
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt059827
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt111966
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt211965
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt311965
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BERNARD S BERKOWITZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GENE R KORF ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HANS DEKKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1902 FIELDSTONE TERRACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25 CREIGHTON DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 338
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WYCKOFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LIVINGSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MORRISTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0282881114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107481
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207039
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd307963
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0220801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0223537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0220093
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0156653
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0283573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0136399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0177266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.0478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036002
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.032784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04815413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04604429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04351266
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04434272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04160524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03637786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0221770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229265
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0221770
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0221770
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0221770
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
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/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/AddressLine1Txt01 W 4TH ST 2ND FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINSTON SALEM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0271013818
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03367478203
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Apply online at https://www.wellsfargo.com/privatefoundationgrants/ohl
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WELLS FARGO BANK NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03367478166
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01W 4TH ST 2ND FLOOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINSTON SALEM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0271018203

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Filings

Displayed year

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

Open filing
Assets
$3,916,077
Liabilities
$0
Net assets
$3,916,077
Revenue
$361,324
Expenses
$308,360
Net income
$52,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.46$0.27$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.26$0.26$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.41$0.28$0.13
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.32$0.29$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.21$0.28$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.23$0.28$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.31$0.29$0.03
2016Detailed filing. Detailed filing data is available for this year.$3.74$0.00$3.74$0.18$0.27$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.26$0.35$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.36$0.31$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.19$0.30$0.11
2012Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.23
2011Summary only. Only limited summary data is available for this year.$4.19$0.00$0.12$0.33$0.21