Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
74th percentile
Higher net margin than 74% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
49th percentile
Faster asset growth than 49% of similar nonprofits.
Revenue Growth
79th percentile
Faster revenue growth than 79% of similar nonprofits.
Balance Sheet
Assets
Up$135,276
Up $1,126 (+0.8%) from 2017
Net Assets
Up$135,276
Up $11,013 (+8.9%) from 2017
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$59,931
Up $14,125 (+31%) from 2017
Expenses
Up$48,918
Up $21,279 (+77%) from 2017
Net Income
Down$11,013
Down $7,154 (-39%) from 2017
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- May 1, 2017 to Apr 30, 2018
- Signed
- Aug 20, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $128,484
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. | $47,876 | $47,876 |
Compensation and Service Providers
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 | $128,484 | $127,150 | $68,553 | $58,597 |
| Total Events | $128,484 | $127,150 | $68,553 | $58,597 |
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
- 2018-08-20
- 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
“Name: various address: various crossville, al 35962 cash contribution: 24,876 name: compassion center of nwa inc address: 1709 johnson road springdale, ar 72762 cash contribution: 8,000 name: university of arkansas address: 1 university of arkansas fayetteville, ar 72701 cash contribution: 10,000”
Form 990-ez, Part I, Line 16
“Expenses office expense 232 total 232”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 9,887 0”
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 Appendix149 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/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 | 134150 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 135276 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1334 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11013 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 810 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 134150 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 135276 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 127150 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 47876 |
| IRS990EZ/GrossReceiptsAmt | 0 | 128484 |
| 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 | 124263 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 135276 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 124263 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 135276 |
| 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/OtherExpensesTotalAmt | 0 | 232 |
| 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 | 47876 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 47876 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 68553 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 58597 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9887 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 48918 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 47876 |
| IRS990EZ/TotalRevenueAmt | 0 | 59931 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 1334 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 4715 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3450 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 9499 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 127150 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 121500 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 144547 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 108100 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 85250 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 586547 |
| 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 | 596046 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 128484 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 121500 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 144547 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 112815 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 88700 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 596046 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 128484 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 121500 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 144547 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 112815 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 88700 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 596046 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt | 0 | 1334 |
| IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt | 0 | 1334 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 68553 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | CHARITY GOLF TO |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 128484 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 128484 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 127150 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 127150 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 58597 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 68553 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 68553 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NAME: VARIOUS ADDRESS: VARIOUS CROSSVILLE, AL 35962 CASH CONTRIBUTION: 24,876 NAME: COMPASSION CENTER OF NWA INC ADDRESS: 1709 JOHNSON ROAD SPRINGDALE, AR 72762 CASH CONTRIBUTION: 8,000 NAME: UNIVERSITY OF ARKANSAS ADDRESS: 1 UNIVERSITY OF ARKANSAS FAYETTEVILLE, AR 72701 CASH CONTRIBUTION: 10,000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES OFFICE EXPENSE 232 TOTAL 232 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 9,887 0 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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 | 4 | 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 I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LARRY FORTENBERRY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-08-20 |
| 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 | AF4821F9D76A72C859D343DB89F1B8E206218165 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 33E6FAFFFD566DABB1F0501102EBAC711B991D4F |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 167.68.16.49 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-08-23 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:06:04 |
| 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 | 2018-08-20 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROGER C BOATNER |
| ReturnHeader/ReturnTs | 0 | 2018-08-23T14:06:04-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-05-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-04-30 |
| ReturnHeader/TaxYr | 0 | 2017 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $135,276
- Liabilities
- -
- Net assets
- $135,276
- Revenue
- $59,931
- Expenses
- $48,918
- Net income
- $11,013