Civic Intelligence

Franklin-Southampton Charities

990PF • Fiscal year 2021 • EIN 31-1613116

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 09, 2022

Organization Profile
PO Box 276Franklin, VA 23851

(757) 569-1611

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

88th percentile

63%

Higher net margin than 88% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

58th percentile

12%

Faster asset growth than 58% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

99%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$41,266,321

Up $4,280,618 (+12%) from 2020

Net Assets

Up

$41,231,609

Up $4,675,030 (+13%) from 2020

Liabilities

Down

$34,712

Down $394,412 (-92%) from 2020

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin88th percentile

Revenue

Up

$5,378,935

Up $2,670,079 (+99%) from 2020

Expenses

Up

$2,011,038

Up $213,924 (+12%) from 2020

Net Income

Up

$3,367,897

Up $2,456,155 (+269%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$60M$40M$20M$0Assets 2020: $36,985,703Liabilities 2020: $429,124Net Assets 2020: $36,556,5792020Assets 2021: $41,266,321Liabilities 2021: $34,712Net Assets 2021: $41,231,6092021Assets 2022: $33,039,560Liabilities 2022: $1,475Net Assets 2022: $33,038,0852022Assets 2023: $37,285,102Liabilities 2023: $764Net Assets 2023: $37,284,3382023Assets 2024: $41,259,360Liabilities 2024: $1,743Net Assets 2024: $41,257,6172024

Highlighted filing

2021

Assets$41,266,321
Liabilities$34,712
Net Assets$41,231,609
Open 2021 Filing

Operations Trend

Revenue Growth84th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $2,708,856Expenses 2020: $1,797,114Net Income 2020: $911,7422020Revenue 2021: $5,378,935Expenses 2021: $2,011,038Net Income 2021: $3,367,8972021Revenue 2022: $1,851,135Expenses 2022: $1,983,663Net Income 2022: -$132,5282022Revenue 2023: $1,724,323Expenses 2023: $1,846,064Net Income 2023: -$121,7412023Revenue 2024: $3,179,515Expenses 2024: $1,859,206Net Income 2024: $1,320,3092024

Highlighted filing

2021

Revenue$5,378,935
Expenses$2,011,038
Net Income$3,367,897
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM A PEAKVice Chairma-$0--
E WARREN BEALE JRChairman-$0--
G ELLIOTT COBB JRSecretary-$0--
ELLIOTT WHITFIELDTreasurer-$0--
GLENN BIDWELL JR MDTrustee-$0--
ELLIS COFIELD JRTrustee-$0--
ERNEST CLAUD JRTrustee-$0--
ANITA T FELTSTrustee-$0--
WILLIAM L HOLTTrustee-$0--
WILLIAM H HOWELLTrustee-$0--
MARSHAL RABILTrustee-$0--
WESTBROOK J PARKERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Franklin Southampton Charities
EIN
31-1613116
Phone
7575691611
Address
PO BOX 276, FRANKLIN, VA 23851

Signing Officer

Name
William a Peak
Title
Vice Chairman
Phone
7575691611
Signed
2022-09-09

Preparer

Firm
Barnes Brock Cornwell & Painter Plc
Address
PO BOX 536, FRANKLIN, VA 23851-1722
Preparer
William a Peak CPA
Phone
7575698101
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt738889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9262581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10160166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112845400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1283841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1388309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141270300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PASS THRU FROM IRIDIAN PRIVATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PASS THRU FROM 1607 CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PASS THRU FROM IRIDIAN PRIVATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PASS THRU FROM KABOUTER INTL OPP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PASS THRU FROM KABOUTER INTL OPP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5PASS THRU FROM REDWHEEL EMRG MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PASS THRU FROM MFS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PASS THRU FROM STATE STREET 1-3 YR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PASS THRU FROM STATE STREET 1-3 YR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PASS THRU FROM STATE STREET MSCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10PASS THRU FROM STATE STREET MSCI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PASS THRU FROM STATE STREET 1000 IND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PASS THRU FROM STATE STREET 1000 IND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13PASS THRU FROM REDWHEEL EMERGING MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14PASS THRU FROM 1607 CAPITAL PTRS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15HARVEST INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04351742
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0231478
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03367897
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01307133
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt041231609
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt036556579
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt041231609
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01749158
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01749158
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01749158
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01821236
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt072078
IRS990PF/DistributableAmountGrp/TotalTaxAmt072078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt01141
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt040000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt030000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt072078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt072078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt072078
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt070000
IRS990PF/FMVAssetsEOYAmt041266252
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01170305
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0154235
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0154235
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt035815266
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt041112017
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt041112017
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt018914
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt018983
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0132
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt069
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt036556579
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt041231609
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0429124
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt034712
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt036985703
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt041266321
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt041266252
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0429124
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt034712
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt036985703
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt041266321
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt036556579
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt041231609
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt036979405
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0168674
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt036810731
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0554691
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01821236
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt036424714
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt036979405
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CAMBRIDGE ASSOCIATES LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt078000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVEST MANAGERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0100 SUMMER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0021102112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM A PEAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1E WARREN BEALE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2G ELLIOTT COBB JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ELLIOTT WHITFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GLENN BIDWELL JR MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ELLIS COFIELD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6ERNEST CLAUD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7ANITA T FELTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8WILLIAM L HOLT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9WILLIAM H HOWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10MARSHAL RABIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11WESTBROOK J PARKER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0VICE CHAIRMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,266,321
Liabilities
$34,712
Net assets
$41,231,609
Revenue
$5,378,935
Expenses
$2,011,038
Net income
$3,367,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$3.18$1.86$1.32
2023Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$1.72$1.85$0.12
2022Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$1.85$1.98$0.13
2021Detailed filing. Detailed filing data is available for this year.$41.3$0.03$41.2$5.38$2.01$3.37
2020Detailed filing. Detailed filing data is available for this year.$37.0$0.43$36.6$2.71$1.80$0.91