Civic Intelligence

J L Maxwell Jr Foundation

990PF • Fiscal year 2012 • EIN 26-1608644

Jul 01, 2011 to Jun 30, 2012 • Filed on Aug 13, 2012

Organization Profile
PO Box 1000927532-0009
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2012 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

2012 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2012

Asset Growth

93rd percentile

90%

Faster asset growth than 93% of similar nonprofits.

2012 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$3,110,215

Up $1,476,114 (+90%) from 2011

Net Assets

Up

$3,110,215

Up $1,476,114 (+90%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$85,536

Up $29,311 (+52%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,634,101Liabilities 2011: $0Net Assets 2011: $1,634,1012011Assets 2012: $3,110,215Liabilities 2012: $0Net Assets 2012: $3,110,2152012Assets 2013: $3,172,826Liabilities 2013: $0Net Assets 2013: $3,172,8262013Assets 2014: $3,082,771Liabilities 2014: $0Net Assets 2014: $3,082,7712014Assets 2015: $3,031,546Liabilities 2015: $0Net Assets 2015: $3,031,5462015Assets 2016: $2,943,686Liabilities 2016: $0Net Assets 2016: $2,943,6862016Assets 2017: $2,882,838Liabilities 2017: $0Net Assets 2017: $2,882,8382017Assets 2018: $2,747,927Liabilities 2018: $0Net Assets 2018: $2,747,9272018Assets 2019: $2,658,952Liabilities 2019: $0Net Assets 2019: $2,658,9522019Assets 2020: $2,579,650Liabilities 2020: $0Net Assets 2020: $2,579,6502020Assets 2021: $2,533,312Liabilities 2021: $0Net Assets 2021: $2,533,3122021Assets 2022: $2,453,774Liabilities 2022: $0Net Assets 2022: $2,453,7742022Assets 2023: $2,340,595Liabilities 2023: $0Net Assets 2023: $2,340,5952023Assets 2024: $2,294,846Liabilities 2024: $0Net Assets 2024: $2,294,8462024Assets 2025: $2,143,723Liabilities 2025: $0Net Assets 2025: $2,143,7232025

Highlighted filing

2012

Assets$3,110,215
Liabilities$0
Net Assets$3,110,215
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $56,2252011Expenses 2012: $85,5362012Expenses 2013: $101,6422013Revenue 2014: $116,852Expenses 2014: $206,885Net Income 2014: -$90,0332014Revenue 2015: $121,685Expenses 2015: $172,864Net Income 2015: -$51,1792015Revenue 2016: $167,705Expenses 2016: $214,429Net Income 2016: -$46,7242016Revenue 2017: $133,450Expenses 2017: $194,262Net Income 2017: -$60,8122017Revenue 2018: $81,306Expenses 2018: $216,217Net Income 2018: -$134,9112018Revenue 2019: $138,004Expenses 2019: $226,978Net Income 2019: -$88,9742019Revenue 2020: $140,158Expenses 2020: $219,460Net Income 2020: -$79,3022020Revenue 2021: $171,421Expenses 2021: $217,759Net Income 2021: -$46,3382021Revenue 2022: $161,153Expenses 2022: $240,691Net Income 2022: -$79,5382022Revenue 2023: $162,730Expenses 2023: $275,908Net Income 2023: -$113,1782023Revenue 2024: $215,126Expenses 2024: $260,876Net Income 2024: -$45,7502024Revenue 2025: $121,264Expenses 2025: $272,386Net Income 2025: -$151,1222025

Highlighted filing

2012

Revenue-
Expenses$85,536
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Aug 13, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J L MAXWELL JRPresident-$0--
J L MAXWELL IIISecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDAVIDSON COLLEGEEducationPublicDAVIDSON, NC, US$25,000
Paid GrantST PAUL UNITED METHODISTReligiousPublicGOLDSBORO, NC, US$21,000
Paid GrantWAYNE COUNTRY DAY SCHOOLEducationPublicGOLDSBORO, NC, US$10,000
Paid GrantKITTY ASKINS HOSPICE CENTERMedicalPublicGOLDSBORO, NC, US$10,000
Paid GrantTUSCARORA COUNCIL BOY SCOUTSCharitablePublicGOLDSBORO, NC, US$10,000
Paid GrantSALVATION ARMYCharitablePublicGOLDSBORO, NC, US$5,000
Filing and Contact Details

Filer

EIN
26-1608644
Raw XML Appendix355 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
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0120844
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1114204
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue298074
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3190834
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4106594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue568204
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6100518
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7106454
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue886675
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue995604
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10104721
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11107765
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1297774
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1395777
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14108205
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1566674
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1697406
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue17687473
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18189995
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue19116165
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue20182754
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0142640
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1138200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2107850
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3152838
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4105500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV578190
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6101140
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7115300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV885570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9104200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10108760
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11106600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV12101340
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1396550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV14113760
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1570660
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1691875
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV17683889
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV18213298
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV19136680
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20209160
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AT& T Inc.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1Altria Group
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2Bristol Myers Squibb
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3Caterpillar Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4Chevron Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5Coca Cola Company
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6Du Pont E.I. De Nemours & Company
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7Duke Energy Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8Exxon Mobil
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9General Electric Company
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10Heinz HJ Company
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11Intel Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12Johnson & Johnson
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13Kraft Foods
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14Lowes Companies Inc.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15Pepsico Inc
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16Procter & Gamble Company
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17Royal Bank of Canada
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18Seaboard Corp
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19Triangle Capital
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20Wal-Mart Stores
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0126153
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0Buckeye Partners LP
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0104340
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount061649
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount061649
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA061649
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome057113
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps081000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss081000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss01500000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm061649
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm061649
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss061649
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses01476113
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome057113
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm04536
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm04536
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss04536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome061649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm04536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps081000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm04536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss085536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome061649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01561649
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm04536
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm04536
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss04536
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0687473
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY02942714
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV03064000
IRS990PF/BalanceSheets/InvestmentsOtherEOY0126153
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV0104340
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY01634101
IRS990PF/BalanceSheets/RetainedEarningsEOY03110215
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0946628
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY041348
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV041348
IRS990PF/BalanceSheets/TotalAssetsBOY01634101
IRS990PF/BalanceSheets/TotalAssetsEOY03110215
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03209688
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01634101
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03110215
IRS990PF/BalanceSheets/TotalNetAssetsBOY01634101
IRS990PF/BalanceSheets/TotalNetAssetsEOY03110215
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01476113
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases01
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03110215
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01634101
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03110215
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0119399
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0119399
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0119399
IRS990PF/DistributableAmount/MinimumInvestmentReturn0119970
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0571
IRS990PF/DistributableAmount/TotalTax0571
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0240
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0571
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0571
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0571
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0331
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidOriginalReturn0240
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0240
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03209688
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02435946
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0728928
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01707018
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable036539
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0119970
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02399407
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02435946
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0J L MAXWELL JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1J L MAXWELL III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10711 LAKESHORE DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11238 RIDGEWOOD DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0GOLDSBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1GOLDSBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode027534
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode127534
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct065993
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets065422
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.027266
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.033715
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.050569
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.024778
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.000000
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02399407
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101535717
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201182315
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30649856
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40653212
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0571
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions081000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1051777
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2059788
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3016102
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.109062
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions080429
IRS990PF/QualifyingDistributions/ExpensesAndContributions081000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0571
IRS990PF/QualifyingDistributions/QualifyingDistributions081000
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10J L MAXWELL JR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09197783130
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10938 MILLERS CHAPEL ROAD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0GOLDSBORO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode027534
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SupplementaryInformation/ContributingManager0J L MAXWELL JR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount010000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount121000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount210000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount410000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount525000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Religious
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Medical
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3Charitable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4Charitable
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5Education
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WAYNE COUNTRY DAY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ST PAUL UNITED METHODIST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12KITTY ASKINS HOSPICE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14TUSCARORA COUNCIL BOY SCOUTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15DAVIDSON COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10480 COUNTRY DAY SCHOOL RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11204 E CHESTNUT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122402 WAYNE MEMORIAL DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13610 N WILLIAM STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14316 E WALNUT STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15BOX 7168
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0GOLDSBORO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1GOLDSBORO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2GOLDSBORO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3GOLDSBORO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4GOLDSBORO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5DAVIDSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode027534
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode127530
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode227534
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode327530
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode427530
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode528035
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NOT APPLICABLE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear081000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear025260
IRS990PF/UndistributedIncome/AppliedToYear1055740
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0119399
IRS990PF/UndistributedIncome/QualifyingDistributions081000
IRS990PF/UndistributedIncome/UndistributedIncomeCY094139
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear055740
IRS990ScheduleB/ContributorInfo/AggregateContributions03287473
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10711 LAKESHORE DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0GOLDSBORO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0NC
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode027534
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0J L MAXWELL JR
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/NoncashContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/NoncashProperty/ContributorNumberFromPartI01
IRS990ScheduleB/NoncashProperty/DateReceived02007-12-28
IRS990ScheduleB/NoncashProperty/FairMarketValue0687473
IRS990ScheduleB/NoncashProperty/NoncashPropertyDescription013352 SHARES ROYAL BANK OF CANADA COMMON STOCK
IRS990ScheduleB/Organization501c3ExemptPF0X
OtherIncreasesSchedule/OtherIncreases/Amount01
OtherIncreasesSchedule/OtherIncreases/Description0Rounding
TaxesSchedule/Taxes/AdjustedNetIncome04313
TaxesSchedule/Taxes/AdjustedNetIncome1223
TaxesSchedule/Taxes/Amount04313
TaxesSchedule/Taxes/Amount1223
TaxesSchedule/Taxes/Category0Foreign tax withheld
TaxesSchedule/Taxes/Category1Excise taxes
TaxesSchedule/Taxes/NetInvestmentIncome04313
TaxesSchedule/Taxes/NetInvestmentIncome1223
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0261608644
ReturnHeader/Filer/Name/BusinessNameLine10J L MAXWELL JR FOUNDATION
ReturnHeader/Filer/NameControl0JLMA
ReturnHeader/Filer/Phone09197783130
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 10009
ReturnHeader/Filer/USAddress/City0GOLDSBORO
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode0275320009
ReturnHeader/Officer/DateSigned02012-08-13
ReturnHeader/Officer/Name0J L MAXWELL JR
ReturnHeader/Officer/Phone09197783130
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-11-01
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10THOMAS R HOWELL CPA PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 10952
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GOLDSBORO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0275320952
ReturnHeader/Preparer/Name0THOMAS R HOWELL
ReturnHeader/Preparer/Phone09194321113
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-11-01T11:42:45-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,110,215
Liabilities
$0
Net assets
$3,110,215
Revenue
-
Expenses
$85,536
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.12$0.27$0.15
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.00$2.29$0.22$0.26$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.16$0.28$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.16$0.24$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.17$0.22$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.14$0.22$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.14$0.23$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.75$0.00$2.75$0.08$0.22$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.13$0.19$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.17$0.21$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.12$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.12$0.21$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.10
2012Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.09
2011Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.06