Civic Intelligence

Bo H Holmgreen Foundation

990PF • Fiscal year 2013 • EIN 46-1569876

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization Profile
204 Fox Briar LnWilmington, NC 27518

(919) 678-9192

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

Higher debt load relative to assets than 86% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

86th percentile

0.00x

Higher debt load relative to revenue than 86% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Net Margin

97th percentile

100%

Higher net margin than 97% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2013 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2013

Asset Growth

67th percentile

8.0%

Faster asset growth than 67% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

2nd percentile

-92%

Faster revenue growth than 2% of similar nonprofits.

2013 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$3,241,365

Up $241,429 (+8.0%) from 2012

Net Assets

$3,241,365

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin97th percentile

Revenue

Down

$241,932

Down $2,758,004 (-92%) from 2012

Expenses

Up

$503

Up $503 from 2012

Net Income

Down

$241,429

Down $2,758,507 (-92%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,999,936Liabilities 2012: $02012Assets 2013: $3,241,365Liabilities 2013: $1Net Assets 2013: $3,241,3652013Assets 2014: $3,751,238Liabilities 2014: $02014Assets 2015: $3,879,955Liabilities 2015: $02015Assets 2016: $3,745,000Liabilities 2016: $0Net Assets 2016: $3,745,0002016Assets 2017: $3,725,261Liabilities 2017: $0Net Assets 2017: $3,725,2612017Assets 2018: $3,341,959Liabilities 2018: $0Net Assets 2018: $3,341,9592018Assets 2019: $3,089,017Liabilities 2019: $1Net Assets 2019: $3,089,0172019Assets 2020: $3,194,408Liabilities 2020: $1Net Assets 2020: $3,194,4082020Assets 2021: $3,283,123Liabilities 2021: $1Net Assets 2021: $3,283,1232021Assets 2022: $2,781,603Liabilities 2022: $47,223Net Assets 2022: $2,734,3802022Assets 2023: $2,739,368Liabilities 2023: $0Net Assets 2023: $2,739,3682023Assets 2024: $2,856,704Liabilities 2024: $0Net Assets 2024: $2,856,7042024

Highlighted filing

2013

Assets$3,241,365
Liabilities$1
Net Assets$3,241,365
Open 2013 Filing

Operations Trend

Revenue Growth2nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $2,999,936Expenses 2012: $0Net Income 2012: $2,999,9362012Revenue 2013: $241,932Expenses 2013: $503Net Income 2013: $241,4292013Revenue 2014: $699,495Expenses 2014: $189,622Net Income 2014: $509,8732014Revenue 2015: $348,183Expenses 2015: $219,466Net Income 2015: $128,7172015Revenue 2016: $66,975Expenses 2016: $201,930Net Income 2016: -$134,9552016Revenue 2017: $186,717Expenses 2017: $206,546Net Income 2017: -$19,8292017Revenue 2018: $233,553Expenses 2018: $616,855Net Income 2018: -$383,3022018Revenue 2019: $139,086Expenses 2019: $392,028Net Income 2019: -$252,9422019Revenue 2020: $122,520Expenses 2020: $17,129Net Income 2020: $105,3912020Revenue 2021: $189,753Expenses 2021: $101,038Net Income 2021: $88,7152021Revenue 2022: $349,351Expenses 2022: $898,094Net Income 2022: -$548,7432022Revenue 2023: $680,976Expenses 2023: $675,988Net Income 2023: $4,9882023Revenue 2024: $230,322Expenses 2024: $109,259Net Income 2024: $121,0632024

Highlighted filing

2013

Revenue$241,932
Expenses$503
Net Income$241,429
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bo H HolmgreenDirector-$0--
Elizabeth M HolmgreenDirector-$0--
Turid Z KaehnyDirector-$0--
Filing and Contact Details

Filer

EIN
46-1569876
Phone
9196789192

Signing Officer

Name
Bo H Holmgreen
Title
Director
Phone
9196789192
Signed
2014-11-17
Discuss with paid preparer
Yes

Preparer

Preparer
Amy E Smith
Phone
9192325900
Raw XML Appendix291 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
CashDistributionExplnStmt/ExplanationTxt0The Bo H. Holmgreen Foundation has set aside a qualifying distribution in the amount of $182,714 to support a charitable project targeted combatting food waste within the Scholars of Sustenance organization. The project is described as follows:The US based non-profit Scholars of Sustenance (SOS) is primarily a hunger-relief and scholarship assistance organization. It was created to facilitate the recycling of wasted hospitality food in underdeveloped areas and the funding of scholarships for impoverished students. The organization will initiate its operations in South-East Asia by assisting hotels and restaurants with improving efficiencies and reducing waste. Excess food will be salvaged and redistributed through SOS-coordinated transport. The secured meals are donated to neighboring poor villages in parallel with the school system. This will enable selected students to assist with the local food distribution in exchange for points earned toward university scholarships via an SOS-funded ambassador program. This opportunity will also be offered to staff of participating food service donation venues on behalf of their children. This structure will teach responsibility and self-sustainability while encouraging children and their families to see the value from staying in school and getting a basic education. The goal of the organization is twofold: engagement of the food service industry of impoverished nations in the fight against hunger and providing opportunity for greater education of disadvantaged schoolchildren. In the long term, SOS aims to become a self-reliant organization in multiple countries, extending its charitable efforts beyond the redistribution of food.The amounts set aside will be paid to fund this project within 60 months of the date of the set-aside, which ends on December 31, 2016. The project will not be completed before the end of the 2013 tax year in which the set aside is made.The foundation is in its start-up period, and has accumulated the following distributable amounts to date:2012 Tax Year: 13,1322013 Tax Year: 169,582Total distributable amount: 182,714The foundation has not made payments of any of the distributable amounts or treated any payments as qualifying distributions as of December 31, 2013.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01075612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1114051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2936012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt379907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4768312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt547449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01374952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1118470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21190785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt381888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4958926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt547829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm050309.26 shs AMCAP Fund Inc. Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14334.797 shs AMCAP Fund Inc. Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm227692.675 shs Growth Fund America Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31904.366 shs Growth Fund America Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm419510.204 Small Cap World Fd A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5973.11 Small Cap World Fd A
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt022
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0241932
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0234214
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07696
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07696
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0241429
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0234214
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0234214
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0241429
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0503
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0503
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0241932
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0241932
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0503
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0234214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0234214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0234214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0234214
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0241429
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03241365
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02999936
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03241365
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0169582
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0169582
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0169582
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0171996
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02414
IRS990PF/DistributableAmountGrp/TotalTaxAmt02414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02531
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02414
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05000
IRS990PF/FMVAssetsEOYAmt03992872
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02779936
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03021343
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02999936
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02999936
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Bo H Holmgreen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Elizabeth M Holmgreen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Turid Z Kaehny
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10204 Fox Briar Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11204 Fox Briar Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12111 Cumberland Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Cary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Cary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2Cary
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine101500 Sunday Drive Suite 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Raleigh
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode027607
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Amy Smith CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum09192325924
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Bo H Holmgreen
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0169582
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013132
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0169582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0182714
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013132
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Bo H Holmgreen
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine10204 Fox Briar Lane
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0Cary
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0NC
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode027518
TaxesSchedule/TaxesDetail/Amt0503
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid - Smallcap World Fund CL A
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0503
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bo H Holmgreen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09196789192
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Bo H Holmgreen Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BOHH
ReturnHeader/Filer/EIN0461569876
ReturnHeader/Filer/PhoneNum09196789192
ReturnHeader/Filer/USAddress/AddressLine10204 Fox Briar Ln
ReturnHeader/Filer/USAddress/City0Cary
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode027518
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561415202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Hughes Pittman & Gupton LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101500 Sunday Drive Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode027607
ReturnHeader/PreparerPersonGrp/PhoneNum09192325900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Amy E Smith
ReturnHeader/ReturnTs02014-11-17T13:07:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,241,365
Liabilities
$1
Net assets
$3,241,365
Revenue
$241,932
Expenses
$503
Net income
$241,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.23$0.11$0.12
2023Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.68$0.68$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.78$0.05$2.73$0.35$0.90$0.55
2021Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.19$0.10$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.12$0.02$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.14$0.39$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.23$0.62$0.38
2017Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.19$0.21$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.07$0.20$0.13
2015Summary only. Only limited summary data is available for this year.$3.88$0.00$0.35$0.22$0.13
2014Summary only. Only limited summary data is available for this year.$3.75$0.00$0.70$0.19$0.51
2013Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.24$0.00$0.24
2012Summary only. Only limited summary data is available for this year.$3.00$0.00$3.00$0.00$3.00