Civic Intelligence

William Gaston Allen Foundation Tr

990PF • Fiscal year 2019 • EIN 35-7201867

Mar 12, 2018 to Feb 28, 2019 • Filed on May 10, 2019

Organization Profile
PO Box 2907 - Trust Tax DeptWilson, NC 27894-2907

(919) 716-9314

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$28,598

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

$3,454,536

No earlier filing loaded for comparison.

Net Assets

$3,454,536

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin99th percentile

Revenue

$3,495,562

No earlier filing loaded for comparison.

Expenses

$38,929

No earlier filing loaded for comparison.

Net Income

$3,456,633

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $3,454,536Liabilities 2019: $0Net Assets 2019: $3,454,5362019Assets 2020: $3,397,866Liabilities 2020: $0Net Assets 2020: $3,397,8662020Assets 2021: $3,264,927Liabilities 2021: $0Net Assets 2021: $3,264,9272021Assets 2022: $3,236,440Liabilities 2022: $0Net Assets 2022: $3,236,4402022Assets 2023: $3,016,467Liabilities 2023: $0Net Assets 2023: $3,016,4672023Assets 2024: $3,589,962Liabilities 2024: $0Net Assets 2024: $3,589,9622024Assets 2025: $3,556,019Liabilities 2025: $0Net Assets 2025: $3,556,0192025

Highlighted filing

2019

Assets$3,454,536
Liabilities$0
Net Assets$3,454,536
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $3,495,562Expenses 2019: $38,929Net Income 2019: $3,456,6332019Revenue 2020: $108,203Expenses 2020: $166,810Net Income 2020: -$58,6072020Revenue 2021: $85,458Expenses 2021: $217,866Net Income 2021: -$132,4082021Revenue 2022: $117,511Expenses 2022: $147,101Net Income 2022: -$29,5902022Revenue 2023: $63,078Expenses 2023: $282,738Net Income 2023: -$219,6602023Revenue 2024: $748,921Expenses 2024: $185,547Net Income 2024: $563,3742024Revenue 2025: $147,424Expenses 2025: $183,336Net Income 2025: -$35,9122025

Highlighted filing

2019

Revenue$3,495,562
Expenses$38,929
Net Income$3,456,633
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Mar 12, 2018 to Feb 28, 2019
Signed
May 10, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Lead Trustee-$28,598-$28,598
RAY WARRENTrustee-$0--
RICK CLAYTONTrustee-$0--
TAYLOR GREG POTTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William Gaston Allen Foundation Tr
EIN
35-7201867
Address
PO BOX 2907 - TRUST TAX DEPT, WILSON, NC 27894-2907

Signing Officer

Name
Branch Banking Trust Co Trustee
Title
Sr V President
Signed
2019-05-10
Raw XML Appendix323 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.

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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RALEIGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0276012902
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BRANCH BANKING & TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum09197169314
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09197169314
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0434 FAYETTEVILLE ST FL 11
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0RALEIGH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0276012902
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SUPPORT FOR ANY CORPORATION, COMMUNITY CHEST, FUND, FOUNDATION, OR SIMILAR ENTITY ORGANIZED AND OPERATED EXCLUSIVELY FOR EXEMPT RELIGIOUS EDUCATIONAL OR SCIENTIFIC PURPOSES UNDER CODE SECTION 501(C)(3).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0119973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0119973
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0WILLIAMS G ALLEN INTERIM TUA
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 2907 MC100-01-02-20
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WILSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0278942907
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03450000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEE TO PREPARE FORM 1
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt08432
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0364
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11736
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ACCRUED INTEREST PAID 2018
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING ADJUSMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0IRS FEE FOR EXEMPTION LETTER
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRANCH BANKING TRUST CO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sr V President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM GASTON ALLEN FOUNDATION TR
ReturnHeader/Filer/BusinessNameControlTxt0ALLE
ReturnHeader/Filer/EIN0357201867
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2907 - TRUST TAX DEPT
ReturnHeader/Filer/USAddress/CityNm0WILSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0278942907
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DC7DA8AE8DF49FE9A7D1EA81FA53C46BF23D5381
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId029CCB22000034D7EEA68470C6DF0888C1B887F06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.120.64.254
ReturnHeader/ReturnTs02019-05-22T17:00:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-03-12
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,454,536
Liabilities
$0
Net assets
$3,454,536
Revenue
$3,495,562
Expenses
$38,929
Net income
$3,456,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.15$0.18$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.75$0.19$0.56
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.00$3.02$0.06$0.28$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.12$0.15$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.09$0.22$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$0.00$3.40$0.11$0.17$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$3.50$0.04$3.46