Civic Intelligence

Live Oak Foundation Inc.

990PF • Fiscal year 2022 • EIN 47-2805120

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

Organization Profile
Post Office Box 159Sanford, NC 27331

(276) 957-4656

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

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

2022 filings • NTEE A • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

9th percentile

0.00x

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

2022 filings • NTEE A • $5M-$10M nonprofits • Source year 2022

Net Margin

93rd percentile

76%

Higher net margin than 93% of similar nonprofits.

2022 filings • NTEE A • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2022 filings • NTEE A • $5M-$10M nonprofits • Source year 2022

Asset Growth

71st percentile

6.3%

Faster asset growth than 71% of similar nonprofits.

2022 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

165%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • NTEE A • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$5,000,521

Up $295,857 (+6.3%) from 2021

Net Assets

Up

$5,000,521

Up $295,857 (+6.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin93rd percentile

Revenue

Up

$1,134,428

Up $706,987 (+165%) from 2021

Expenses

Down

$273,308

Down $11,012 (-3.9%) from 2021

Net Income

Up

$861,120

Up $717,999 (+502%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $2,995,941Liabilities 2015: $685,215Net Assets 2015: $2,310,7262015Assets 2016: $3,037,965Liabilities 2016: $740,699Net Assets 2016: $2,297,2662016Assets 2017: $3,148,297Liabilities 2017: $740,699Net Assets 2017: $2,407,5982017Assets 2019: $2,859,802Liabilities 2019: $0Net Assets 2019: $2,859,8022019Assets 2020: $4,173,953Liabilities 2020: $0Net Assets 2020: $4,173,9532020Assets 2021: $4,704,664Liabilities 2021: $0Net Assets 2021: $4,704,6642021Assets 2022: $5,000,521Liabilities 2022: $0Net Assets 2022: $5,000,5212022Assets 2023: $4,914,323Liabilities 2023: $0Net Assets 2023: $4,914,3232023Assets 2024: $7,709,523Liabilities 2024: $0Net Assets 2024: $7,709,5232024

Highlighted filing

2022

Assets$5,000,521
Liabilities$0
Net Assets$5,000,521
Open 2022 Filing

Operations Trend

Revenue Growth92nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $804,224Expenses 2015: $13,196Net Income 2015: $791,0282015Revenue 2016: $60,293Expenses 2016: $18,269Net Income 2016: $42,0242016Revenue 2017: $188,860Expenses 2017: $141,666Net Income 2017: $47,1942017Revenue 2019: $134,537Expenses 2019: $135,658Net Income 2019: -$1,1212019Revenue 2020: $180,774Expenses 2020: $211,553Net Income 2020: -$30,7792020Revenue 2021: $427,441Expenses 2021: $284,320Net Income 2021: $143,1212021Revenue 2022: $1,134,428Expenses 2022: $273,308Net Income 2022: $861,1202022Revenue 2023: $215,988Expenses 2023: $251,627Net Income 2023: -$35,6392023Revenue 2024: $2,662,869Expenses 2024: $326,480Net Income 2024: $2,336,3892024

Highlighted filing

2022

Revenue$1,134,428
Expenses$273,308
Net Income$861,120
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OA KELLERPresident-$0--
WILLIAM CARTER KELLERVice President-$0--
RHONDA R WOODALLDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCONSEQUENTIAL CHRISTIANITYGENERAL SUPPORTPCPAWLEYS ISLAND, SC, US$162,759
Paid GrantST FRANCIS ANGLICAN CHURCHGENERAL SUPPORTPCSANFORD, NC, US$50,000
Paid GrantTHE UNIT FOUNDATIONGENERAL SUPPORTPCVASS, NC, US$10,000
Paid GrantYMCA OF THE TRIANGLEGENERAL SUPPORTPCRALEIGH, NC, US$10,000
Paid GrantBOYS & GIRLS CLUBGENERAL SUPPORTPCSANFORD, NC, US$5,000
Paid GrantLEE COUNTY EDUCATION FOUNDATIONGENERAL SUPPORTPCSANFORD, NC, US$5,000
Paid GrantYOUNG LIFEGENERAL SUPPORTPCSANFORD, NC, US$2,000
Paid GrantBROOKGREEN GARDENGENERAL SUPPORTPCMURRELLS INLET, SC, US$1,000
Paid GrantCROSSNORE COMMUNITIES FOR CHILDRENGENERAL SUPPORTPCNEWLAND, NC, US$1,000
Paid GrantEUPHRONIA PRESBYTERIAN CHURCHGENERAL SUPPORTPCSANFORD, NC, US$1,000
Paid GrantMIRACLE LEAGUE OF THE TRIANGLEGENERAL SUPPORTPCCARY, NC, US$1,000
Paid GrantLEE COUNTY COMMUNITY FOUNDATIONGENERAL SUPPORTPCRALEIGH, NC, US$500
Filing and Contact Details

Filer

Filer Name
Live Oak Foundation
EIN
47-2805120
Phone
2769574656
Address
POST OFFICE BOX 159, SANFORD, NC 27331

Signing Officer

Name
Oa Keller
Title
President
Phone
2769574656
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Thomas Judy & Tucker Pa
Address
5919 OLEANDER DRIVE SUITE 115, WILMINGTON, NC 28403
Preparer
Rebecca Welker CPA
Phone
9195717055
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-173270
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-173270
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0238
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0238
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0476
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0249259
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0249259
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01307698
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt062912
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt090649
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0861120
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0690057
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-263959
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt039169
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt020999
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020999
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02546
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02574
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0249497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023783
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0273308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt062952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01134428
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0238
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023783
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0954016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-297521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-297521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0656495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AS REPORTED BY RAYMOND JAMES #U778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-263959
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0861120
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0565263
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05565784
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04704664
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05000521
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0197833
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0197833
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0197833
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0198377
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0544
IRS990PF/DistributableAmountGrp/TotalTaxAmt0544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01432
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0544
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt05000521
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt01187940
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt01187940
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03405503
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02840240
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010031
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018428
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018428
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04341826
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04688239
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04688239
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0240357
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0240357
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0240357
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0240357
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0111221
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0972341
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0112450
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt053497
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt053497
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04704664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05000521
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05000521
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04704664
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05000521
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04704664
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05000521
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04027964
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt047009
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03980955
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt060419
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0198377
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03967545
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04027964
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0OA KELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WILLIAM CARTER KELLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RHONDA R WOODALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0POST OFFICE BOX 159
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1POST OFFICE BOX 159
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2POST OFFICE BOX 159
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0249497
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0249497
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
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
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,000,521
Liabilities
$0
Net assets
$5,000,521
Revenue
$1,134,428
Expenses
$273,308
Net income
$861,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$2.66$0.33$2.34
2023Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.22$0.25$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$1.13$0.27$0.86
2021Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.43$0.28$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.18$0.21$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.13$0.14$0.00
2017Summary only. Only limited summary data is available for this year.$3.15$0.74$2.41$0.19$0.14$0.05
2016Summary only. Only limited summary data is available for this year.$3.04$0.74$2.30$0.06$0.02$0.04
2015Summary only. Only limited summary data is available for this year.$3.00$0.69$2.31$0.80$0.01$0.79