Civic Intelligence

The Charles E and Kelle G Branson

EIN 47-7201991 • Hilton Head Island, SC

2 Wexford Club DriveHilton Head Island, SC 29928
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

96th percentile

91%

Higher net margin than 96% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2023

Asset Growth

86th percentile

41%

Faster asset growth than 86% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

688%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$264,620

Up $76,837 (+41%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$264,620

Up $76,837 (+41%) from 2022

Operations
Liabilities / Revenue66th percentileNet Margin96th percentile

Revenue

Up

$59,340

Up $51,810 (+688%) from 2022

Expenses

Down

$5,247

Down $15,443 (-75%) from 2022

Net Income

Up

$54,093

Up $67,253 (+511%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2016: $198,921Liabilities 2016: $0Net Assets 2016: $198,9212016Assets 2017: $184,130Liabilities 2017: $0Net Assets 2017: $184,1302017Assets 2018: $209,438Liabilities 2018: $0Net Assets 2018: $178,9232018Assets 2019: $195,851Liabilities 2019: $0Net Assets 2019: $195,8512019Assets 2020: $202,604Liabilities 2020: $0Net Assets 2020: $202,6042020Assets 2021: $195,476Liabilities 2021: $0Net Assets 2021: $195,4762021Assets 2022: $187,783Liabilities 2022: $0Net Assets 2022: $187,7832022Assets 2023: $264,620Liabilities 2023: $0Net Assets 2023: $264,6202023

Highlighted filing

2023

Assets$264,620
Liabilities$0
Net Assets$264,620
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2016: $201,929Expenses 2016: $3,008Net Income 2016: $198,9212016Revenue 2017: $18,610Expenses 2017: $33,401Net Income 2017: -$14,7912017Revenue 2018: $5,443Expenses 2018: $10,650Net Income 2018: -$5,2072018Revenue 2019: $9,494Expenses 2019: $21,350Net Income 2019: -$11,8562019Revenue 2020: $9,610Expenses 2020: $4,730Net Income 2020: $4,8802020Revenue 2021: $13,229Expenses 2021: $17,126Net Income 2021: -$3,8972021Revenue 2022: $7,530Expenses 2022: $20,690Net Income 2022: -$13,1602022Revenue 2023: $59,340Expenses 2023: $5,247Net Income 2023: $54,0932023

Highlighted filing

2023

Revenue$59,340
Expenses$5,247
Net Income$54,093
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$264,620
Liabilities
$0
Net assets
$264,620
Revenue
$59,340
Expenses
$5,247
Net income
$54,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.59$0.05$0.54
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.08$0.21$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.13$0.17$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.10$0.05$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.09$0.21$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.09$0.00$1.79$0.05$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.19$0.33$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$2.02$0.03$1.99
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES E BRANSONSettlor And-$0--
KELLE G BRANSONSettlor And-$0--
Filing and Contact Details

Filer

Filer Name
The Charles E and Kelle G Branson
EIN
47-7201991
Address
2 WEXFORD CLUB DRIVE, HILTON HEAD ISLAND, SC 29928

Signing Officer

Name
Kelle G Branson
Title
Settlor and Trustee
Signed
2024-11-12

Preparer

Firm
Ata Pllc
Address
300 FIRST STREET, HENDERSON, KY 42420
Preparer
Malcolm E Neel Iii
Phone
2708271577
Raw XML Appendix278 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0INVESCO DEVELOPING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1AQR LARGE CAP DEFENSIVE STYLE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2EATON VANCE CAP DEFENSIVE STYLE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3VICTORY MARKET NEUTRAL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4ISHARES RUSSELL MIDCAP INDEX FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5ISHARES RUSSELL 2000 INDEX FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6ISHARES MSCI ACWI EX US
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7ISHARES HIGH YIELD CORP BND FND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8ISHARES BARCLAYS INTERMEDIATE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9ISHARES TRUST ISHARES 1-5 YEAR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10SPDR S&P 500 ETF TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11FIELD AND MAIN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt03502
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt115092
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt25606
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt33892
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt46222
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt54574
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt615334
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt75683
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt829649
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt910410
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1088763
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt11221915
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt03928
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt117261
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt25307
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt33443
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt49578
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt57192
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt618715
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt75216
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt826087
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt99475
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt10128062
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt11224802
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt10PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt11PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0426
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12169
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-299
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-449
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt43356
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt52618
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt63381
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7-467
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8-3562
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-935
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1039299
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt112887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2206215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIFTH THIRD - EATON VANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FIFTH THIRD - HIGH YIELD CORP BND FN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FIFTH THIRD - BARCLAYS INTERMEDIATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3FIFTH THIRD - TRUST ISHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4FIFTH THIRD - KRANSESHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FIFTH THID - AQR LARGE CAP DEFENSIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6FIFTH THIRD - ARK ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7FIFTH THIRD - MIDCAP INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8FIFTH THIRD - 2000 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9FIFTH THIRD - MSCI ACWI EX US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FIFTH THIRD - CORE MSCI EMK ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11FIFTH THIRD - S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FIFTH THIRD - VICTORY MARKET NEUTRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FIFTH THIRD - INVESCO DEVELOPING MAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FIELD & MAIN CASH & EQUIVALENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FIELD & MAIN FIXED INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16FIELD & MAIN EQUITY MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt04803
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt054196
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0341
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt059340
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt059340
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05772
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04803
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04803
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt054093
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0464838
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0341
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0341
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt054196
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt010916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02747
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt05247
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt010916
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt059340
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05772
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt054093
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt022744
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0264620
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0187783
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0264620
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012881
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012881
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012881
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013033
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0152
IRS990PF/DistributableAmountGrp/TotalTaxAmt0152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0152
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0148
IRS990PF/FMVAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0187783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0264620
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0187783
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0264620
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0187783
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0264620
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0187783
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0264620
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0187783
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0264620
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0264621
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03969
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0264621
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013033
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0260652
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0264621
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLES E BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KELLE G BRANSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SETTLOR AND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SETTLOR AND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02 WEXFORD CLUB DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12 WEXFORD CLUB DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HILTON HEAD ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HILTON HEAD ISLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029928
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd129928
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02 WEXFORD CLUB DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HILTON HEAD ISLAND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0SC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd029928
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHARLES BRANSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum02708605826
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0WEXFORD PLANTATION CHARITABLE FUND
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0HENDERSON COUNTY PUBLIC LIBRARY
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0MAC ANGELS FOUNDATION
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0HENDERSON AREA ARTS ALLIANCE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WEXFORD K9'S LLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0155 LAKE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEXFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015090
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
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/AppliedToCurrentYearAmt02500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09527
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09626
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09626
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0755
OtherIncreasesSchedule/OtherIncreasesDetail/Amt022744
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS(LOSSES)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02747
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AGENCY FEES
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLE G BRANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SETTLOR AND TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARLES E AND KELLE G BRANSON
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0477201991
ReturnHeader/Filer/USAddress/AddressLine1Txt02 WEXFORD CLUB DRIVE
ReturnHeader/Filer/USAddress/CityNm0HILTON HEAD ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029928
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621110839
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 FIRST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HENDERSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042420
ReturnHeader/PreparerPersonGrp/PhoneNum02708271577
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MALCOLM E NEEL III
ReturnHeader/ReturnTs02024-11-15T11:35:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.