D & F Charity Trust

990EZ • Fiscal year 2017 • EIN 27-1053416

May 01, 2016 to Apr 30, 2017 • Filed on Aug 02, 2017

Organization Profile N/A

715 Walnut Street - FL 2Gadsden, AL 35901

(256) 528-7842

Siviq Scores

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

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

0.22x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

40%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

26%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

-53%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets75th percentile

Assets

$134,150

Up $28,054 (+26%) from 2016

Net Assets

$124,263

Up $18,167 (+17%) from 2016

Liabilities

$9,887

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue88th percentile Net Margin88th percentile

Revenue

Down

$45,806

Down $51,565 (-53%) from 2016

Expenses

Down

$27,639

Down $2,663 (-8.8%) from 2016

Net Income

Down

$18,167

Down $48,902 (-73%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

Highlighted filing

2017

Assets$134,150

Liabilities$9,887

Net Assets$124,263

Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

Highlighted filing

2017

Revenue$45,806

Expenses$27,639

Net Income$18,167

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: May 1, 2016 to Apr 30, 2017
Signed: Aug 2, 2017
Return Version: 2016v3.0
Gross Receipts: $121,500

Mission and Program Overview

Mission

The trust's primary exempt purpose is to provide medical assistance to needy persons and to fund scholarships for the auburn university poultry science school.

Program Services

Description	Grants	Expenses
D & F CHARITY TRUST PROVIDES MEDICAL EQUIPMENT, SUPPLIES, SUPPORT AND OTHER ITEMS TO PERSONS WITH SPECIAL NEEDS. D & F CHARITY TRUST ALSO PROVIDES SCHOLARSHIPS TO THE AUBURN UNIVERSITY POULTRY SCIENCE DEPARMENT TO PROMOTE AND MAINTAIN A QUALITY EDUCATION AND STUDY OF AREAS ASSOCIATED WITH POULTRY SCIENCE.	$26,813	$26,813

Compensation and Service Providers

Top Officer Pay76th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LARRY FORTENBERRY	Trustee	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Charity Golf to	$121,500	$121,500	$75,694	$45,806
Total Events	$121,500	$121,500	$75,694	$45,806

Filing and Contact Details

Filer

Filer Name: D & F Charity Trust
EIN: 27-1053416
Address: 715 WALNUT STREET - FL 2, GADSDEN, AL 35901

Signing Officer

Name: Larry Fortenberry
Title: Trustee
Signed: 2017-08-02
Discuss with paid preparer: Yes

Preparer

Firm: Willis Boatner Pugh LLC
Address: 715 WALNUT ST FL 2, GADSDEN, AL 35901-4138
Preparer: Roger C Boatner
Phone: 2565438902

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Various various crossville, al 35962 13,813 0 0 compassion center of nwa inc 1709 johnson road springdale, ar 72762 8,000 0 0”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 9,887”

Form 990-ez, Part III

“The trust's primary exempt purpose is to provide medical assistance to needy persons and to fund scholarships for the auburn university poultry science school.”

Form 990-ez, Part III, Line 28

“D & f charity trust provides medical equipment, supplies, support and other items to persons with special needs. D & f charity trust also provides scholarships to the auburn university poultry science deparment to promote and maintain a quality education and study of areas associated with poultry science.”

Raw XML Appendix139 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/AddressChangeInd	0	X
IRS990EZ/BooksInCareOfDetail/PersonNm	0	DAWN F KNOX
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	2565287842
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	8641 HWY 227 NORTH
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	CROSSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	35962
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	106096
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	134150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	18167
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	826
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	106096
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	134150
IRS990EZ/FundraisingGrossIncomeAmt	0	121500
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	26813
IRS990EZ/GrossReceiptsAmt	0	121500
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	106096
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	124263
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	106096
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	124263
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LARRY FORTENBERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	THE TRUST'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE MEDICAL ASSISTANCE TO NEEDY PERSONS AND TO FUND SCHOLARSHIPS FOR THE AUBURN UNIVERSITY POULTRY SCIENCE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	D & F CHARITY TRUST PROVIDES MEDICAL EQUIPMENT, SUPPLIES, SUPPORT AND OTHER ITEMS TO PERSONS WITH SPECIAL NEEDS. D & F CHARITY TRUST ALSO PROVIDES SCHOLARSHIPS TO THE AUBURN UNIVERSITY POULTRY SCIENCE DEPARMENT TO PROMOTE AND MAINTAIN A QUALITY EDUCATION AND STUDY OF AREAS ASSOCIATED WITH POULTRY SCIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	26813
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	26813
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SpecialEventsDirectExpensesAmt	0	75694
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	45806
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	9887
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	27639
IRS990EZ/TotalProgramServiceExpensesAmt	0	26813
IRS990EZ/TotalRevenueAmt	0	45806
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	4715
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	3450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	3900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	12065
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt	0	121500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt	0	144547
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt	0	108100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt	0	85250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt	0	80550
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt	0	539947
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/InvestmentIncomePYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	552012
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	121500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	144547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	112815
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	88700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	84450
IRS990ScheduleA/Total509Grp/TotalAmt	0	552012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	121500
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	144547
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	112815
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	88700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	84450
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	552012
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	75694
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	CHARITY GOLF TO
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	121500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	121500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	121500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	121500
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	45806
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	75694
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	75694
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	VARIOUS VARIOUS CROSSVILLE, AL 35962 13,813 0 0 COMPASSION CENTER OF NWA INC 1709 JOHNSON ROAD SPRINGDALE, AR 72762 8,000 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 9,887
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	THE TRUST'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE MEDICAL ASSISTANCE TO NEEDY PERSONS AND TO FUND SCHOLARSHIPS FOR THE AUBURN UNIVERSITY POULTRY SCIENCE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	D & F CHARITY TRUST PROVIDES MEDICAL EQUIPMENT, SUPPLIES, SUPPORT AND OTHER ITEMS TO PERSONS WITH SPECIAL NEEDS. D & F CHARITY TRUST ALSO PROVIDES SCHOLARSHIPS TO THE AUBURN UNIVERSITY POULTRY SCIENCE DEPARMENT TO PROMOTE AND MAINTAIN A QUALITY EDUCATION AND STUDY OF AREAS ASSOCIATED WITH POULTRY SCIENCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LARRY FORTENBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-08-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	D & F CHARITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	D&FC
ReturnHeader/Filer/EIN	0	271053416
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	715 WALNUT STREET - FL 2
ReturnHeader/Filer/USAddress/CityNm	0	GADSDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AL
ReturnHeader/Filer/USAddress/ZIPCd	0	35901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	7D6D6337EF233A199007067B3537EBCDE1185D99
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	2BB43AEE8ECB028342196DB202AC42AC85FDA7E3
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	010732554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	WILLIS BOATNER PUGH LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	715 WALNUT ST FL 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	GADSDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	359014138
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2565438902
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2017-08-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ROGER C BOATNER
ReturnHeader/ReturnTs	0	2017-08-08T13:35:37-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-05-01
ReturnHeader/TaxPeriodEndDt	0	2017-04-30
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $134,150
Liabilities: $9,887
Net assets: $124,263
Revenue: $45,806
Expenses: $27,639
Net income: $18,167

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$3.61	$0.01	$3.60	$1.01	$0.38	$0.63
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.22	$0.25	$2.97	$0.87	$0.41	$0.46
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.71	$0.19	$2.51	$0.80	$0.36	$0.44
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.11	$0.03	$2.07	$0.94	$0.31	$0.62
2021Detailed filing. Detailed filing data is available for this year.	$1.45	$0.00	$1.45	$0.10	$0.25	$0.16
2020Detailed filing. Detailed filing data is available for this year.	$1.61	$0.00	$1.61	$0.87	$0.41	$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.15	$0.00	$1.15	$0.46	$0.67	$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.35		$1.35	$0.60	$0.49	$0.11
2017Detailed filing. Detailed filing data is available for this year.	$1.34	$0.10	$1.24	$0.46	$0.28	$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.06		$1.06	$0.97	$0.30	$0.67
2015Detailed filing. Detailed filing data is available for this year.	$0.39		$0.39	$0.44	$0.30	$0.14
2014Detailed filing. Detailed filing data is available for this year.	$0.25		$0.25	$0.43	$0.52	$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.34		$0.34	$0.24	$0.22	$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.32		$0.32	$0.41	$0.52	$0.12
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.44		$0.44	$0.59	$0.14	$0.44