Civic Intelligence

The Woltz Foundation

990PF • Fiscal year 2018 • EIN 26-6067379

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 09, 2019

Organization Profile
119 Rawley AvenueMount Airy, NC 27030

(336) 786-5556

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

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

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.00x

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

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Net Margin

19th percentile

-85%

Higher net margin than 19% of similar nonprofits.

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2018 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2018

Asset Growth

51st percentile

0.1%

Faster asset growth than 51% of similar nonprofits.

2018 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

20th percentile

-51%

Faster revenue growth than 20% of similar nonprofits.

2018 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$1,968,193

Up $2,936 (+0.1%) from 2017

Net Assets

Up

$1,968,193

Up $2,936 (+0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin19th percentile

Revenue

Down

$85,395

Down $87,195 (-51%) from 2017

Expenses

Down

$158,016

Down $7,320 (-4.4%) from 2017

Net Income

Down

-$72,621

Down $79,875 (-1101%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $362,792Liabilities 2010: $261Net Assets 2010: $362,5312010Assets 2011: $1,663,794Liabilities 2011: $261Net Assets 2011: $1,663,5332011Assets 2012: $1,612,747Liabilities 2012: $0Net Assets 2012: $1,612,7472012Assets 2013: $1,562,167Liabilities 2013: $0Net Assets 2013: $1,562,1672013Assets 2014: $1,537,447Liabilities 2014: $0Net Assets 2014: $1,537,4472014Assets 2015: $1,516,038Liabilities 2015: $0Net Assets 2015: $1,516,0382015Assets 2016: $1,958,003Liabilities 2016: $0Net Assets 2016: $1,958,0032016Assets 2017: $1,965,257Liabilities 2017: $0Net Assets 2017: $1,965,2572017Assets 2018: $1,968,193Liabilities 2018: $0Net Assets 2018: $1,968,1932018Assets 2019: $1,852,722Liabilities 2019: $0Net Assets 2019: $1,852,7222019Assets 2020: $1,935,407Liabilities 2020: $0Net Assets 2020: $1,935,4072020Assets 2021: $2,122,274Liabilities 2021: $0Net Assets 2021: $2,122,2742021Assets 2022: $2,069,246Liabilities 2022: $0Net Assets 2022: $2,069,2462022Assets 2023: $2,062,878Liabilities 2023: $0Net Assets 2023: $2,062,8782023Assets 2024: $2,087,757Liabilities 2024: $0Net Assets 2024: $2,087,7572024

Highlighted filing

2018

Assets$1,968,193
Liabilities$0
Net Assets$1,968,193
Open 2018 Filing

Operations Trend

Revenue Growth20th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $19,0892010Expenses 2011: $23,3822011Expenses 2012: $60,4752012Revenue 2013: $17,779Expenses 2013: $75,172Net Income 2013: -$57,3932013Revenue 2014: $39,858Expenses 2014: $98,477Net Income 2014: -$58,6192014Revenue 2015: $99,055Expenses 2015: $120,464Net Income 2015: -$21,4092015Revenue 2016: $550,792Expenses 2016: $108,827Net Income 2016: $441,9652016Revenue 2017: $172,590Expenses 2017: $165,336Net Income 2017: $7,2542017Revenue 2018: $85,395Expenses 2018: $158,016Net Income 2018: -$72,6212018Revenue 2019: -$7,073Expenses 2019: $171,180Net Income 2019: -$178,2532019Revenue 2020: $160,188Expenses 2020: $130,290Net Income 2020: $29,8982020Revenue 2021: $234,416Expenses 2021: $127,382Net Income 2021: $107,0342021Revenue 2022: $142,695Expenses 2022: $195,723Net Income 2022: -$53,0282022Revenue 2023: $94,963Expenses 2023: $170,818Net Income 2023: -$75,8552023Revenue 2024: $98,431Expenses 2024: $172,902Net Income 2024: -$74,4712024

Highlighted filing

2018

Revenue$85,395
Expenses$158,016
Net Income-$72,621
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWIN M WOLTZTrustee, Director-$0--
HOWARD O WOLTZ IIITrustee, Director-$0--
JOAN W ROBBINSDirector-$0--
LOUISE E WOLTZDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Woltz Foundation
EIN
26-6067379
Phone
3367865556
Address
119 RAWLEY AVENUE, MOUNT AIRY, NC 27030

Signing Officer

Name
Edwin M Woltz
Title
Trustee
Phone
3367865556
Signed
2019-07-09
Discuss with paid preparer
Yes

Preparer

Firm
Lba Haynes Strand Pllc
Address
PO BOX 1707, MOUNT AIRY, NC 27030
Preparer
J Samuel Gentry Jr CPA
Phone
3367898989
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART XV, LINE 3
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0INFORMATION REGARDING NON-CASH DISTRIBUTIONS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0IN 2018, ALL OF THE QUALIFYING DISTRIBUTIONS (CONTRIBUTIONS) THAT THE FOUNDATION MADE, EXCEPT THAT TO THE BOY SCOUTS OF AMERICA, WAS MADE WITH GIFTS OF STOCK IN INSTEEL INDUSTRIES, INC. (IIIN). THE FAIR MARKET VALUE OF THE STOCK AT THE TIME OF DISTRIBUTION IS THE MEASURE OF THOSE DISTRIBUTIONS.ALTOGETHER, A TOTAL OF 3,940 SHARES OF IIIN WERE DISTRIBUTED. THE BOOK VALUE OF THE DISTRIBUTED STOCK WAS $60,156, WHICH WAS THE IRD VALUE OF THE STOCK WHEN IT WAS BEQUEATHED TO THE FOUNDATION ACCORDING TO THE FORM 1099-R RECEIVED WITH THE STOCK.ALL OF THE 2018 STOCK DISTRIBUTIONS WERE MADE ON OCTOBER 3, 2018. THE VALUE OF EACH SHARE WAS DETERMINED TO BE $34.445 PER SHARE, WHICH IS THE AVERAGE OF THE HI/LO VALUE OF IIIN STOCK ON THE DAY BEFORE THE DISTRIBUTION. ON OCTOBER 2, 2018, THE HI/LO VALUE OF IIIN WAS $34.87 AND $34.02, RESPECTIVELY.
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0108168
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-72621
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0568681
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0230
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0230
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-33532
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt099277
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt010737
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05006
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05006
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01870
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01870
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0149006
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08913
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0158016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0108190
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt085395
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02293
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08913
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt077785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1524428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-52910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-52910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt095434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1471518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31647
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CLASS ACTION PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-33532
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-72621
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt075557
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01968193
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01965257
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01968193
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0153410
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0153410
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0153410
IRS990PF/DistributableAmountGrp/IncomeTaxAmt056
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0154459
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0993
IRS990PF/DistributableAmountGrp/TotalTaxAmt01049
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08184
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0993
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09177
IRS990PF/FMVAssetsEOYAmt02501408
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt019355
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt019355
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt017400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01918958
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01933854
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02469024
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01965257
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01968193
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt026944
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014984
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014984
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01965257
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01968193
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02501408
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01965257
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01968193
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01965257
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01968193
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03136228
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt019679
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03116549
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt047043
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0154459
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03089185
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03136228
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWIN M WOLTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HOWARD O WOLTZ III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOAN W ROBBINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LOUISE E WOLTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0119 RAWLEY AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1375 MONTCLAIR DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26123 SAINT ANDREWS LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31308 EDGEWATER CLUB ROAD 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MOUNT AIRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MOUNT AIRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RICHMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WILMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd223226
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0129672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0130665
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0133264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0102150
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0111498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt091884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt071054
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.035081
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.053003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.041141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.037404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,968,193
Liabilities
$0
Net assets
$1,968,193
Revenue
$85,395
Expenses
$158,016
Net income
-$72,621
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.10$0.17$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.09$0.17$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.14$0.20$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.23$0.13$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.16$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.01$0.17$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.09$0.16$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.17$0.17$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.55$0.11$0.44
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.04$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.02$0.08$0.06
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.02
2010Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.02