Civic Intelligence

Felburn Foundation

990PF • Fiscal year 2018 • EIN 51-0234331

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

Organization Profile
C/O R Philipson CO 8601 GA Ave 1001Silver Spring, MD 20910

(301) 608-3900

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

10th percentile

0.00x

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

2018 filings • $25M-$50M nonprofits • Source year 2018

Net Margin

7th percentile

-36%

Higher net margin than 7% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

19th percentile

$60,000

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2018 filings • $25M-$50M nonprofits • Source year 2018

Asset Growth

27th percentile

-2.2%

Faster asset growth than 27% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-13%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets10th percentile

Assets

Down

$37,269,730

Down $841,605 (-2.2%) from 2017

Net Assets

Down

$37,269,730

Down $841,605 (-2.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin7th percentile

Revenue

Down

$2,307,261

Down $345,131 (-13%) from 2017

Expenses

Up

$3,143,870

Up $658,180 (+26%) from 2017

Net Income

Down

-$836,609

Down $1,003,311 (-602%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$40M$30M$20M$10M$0Assets 2011: $36,267,898Liabilities 2011: $9672011Assets 2012: $37,255,712Liabilities 2012: $892Net Assets 2012: $37,254,8202012Assets 2013: $37,953,605Liabilities 2013: $723Net Assets 2013: $37,952,8822013Assets 2014: $38,322,327Liabilities 2014: $4112014Assets 2015: $38,243,014Liabilities 2015: $541Net Assets 2015: $38,242,4732015Assets 2016: $37,957,898Liabilities 2016: $62Net Assets 2016: $37,957,8362016Assets 2017: $38,111,335Liabilities 2017: $0Net Assets 2017: $38,111,3352017Assets 2018: $37,269,730Liabilities 2018: $0Net Assets 2018: $37,269,7302018Assets 2019: $36,554,636Liabilities 2019: $0Net Assets 2019: $36,554,6362019Assets 2020: $35,969,472Liabilities 2020: $0Net Assets 2020: $35,969,4722020Assets 2021: $36,678,307Liabilities 2021: $0Net Assets 2021: $36,678,3072021Assets 2022: $35,685,156Liabilities 2022: $0Net Assets 2022: $35,685,1562022Assets 2023: $35,007,040Liabilities 2023: $0Net Assets 2023: $35,007,0402023Assets 2024: $35,464,816Liabilities 2024: $0Net Assets 2024: $35,464,8162024

Highlighted filing

2018

Assets$37,269,730
Liabilities$0
Net Assets$37,269,730
Open 2018 Filing

Operations Trend

Revenue Growth15th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,447,913Expenses 2011: $2,287,521Net Income 2011: -$839,6082011Expenses 2012: $1,829,6282012Revenue 2013: $2,231,069Expenses 2013: $1,529,087Net Income 2013: $701,9822013Revenue 2014: $2,080,450Expenses 2014: $1,703,414Net Income 2014: $377,0362014Revenue 2015: $1,522,638Expenses 2015: $1,598,840Net Income 2015: -$76,2022015Revenue 2016: $1,252,955Expenses 2016: $1,528,380Net Income 2016: -$275,4252016Revenue 2017: $2,652,392Expenses 2017: $2,485,690Net Income 2017: $166,7022017Revenue 2018: $2,307,261Expenses 2018: $3,143,870Net Income 2018: -$836,6092018Revenue 2019: $1,934,549Expenses 2019: $2,651,078Net Income 2019: -$716,5292019Revenue 2020: $1,361,211Expenses 2020: $1,918,803Net Income 2020: -$557,5922020Revenue 2021: $2,863,117Expenses 2021: $2,146,394Net Income 2021: $716,7232021Revenue 2022: $1,540,661Expenses 2022: $2,530,544Net Income 2022: -$989,8832022Revenue 2023: $2,057,241Expenses 2023: $2,735,357Net Income 2023: -$678,1162023Revenue 2024: $3,166,182Expenses 2024: $2,708,406Net Income 2024: $457,7762024

Highlighted filing

2018

Revenue$2,307,261
Expenses$3,143,870
Net Income-$836,609
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LARRY J WHITEPresident/Chmn Board/DirectorPT$60,000-$60,000
GUY MARWICKSec/Treasurer/Executive DiFT$60,000-$60,000
B KEMP FLOYDVice President/DirectorPT$60,000-$60,000
Filing and Contact Details

Filer

Filer Name
Felburn Foundation
EIN
51-0234331
Phone
3016083900
Address
C/O R PHILIPSON CO 8601 GA AVE 1001, SILVER SPRING, MD 20910

Signing Officer

Name
Larry J White
Title
President
Phone
3016083900
Signed
2019-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Robert Philipson & Co
Address
8601 GEORGIA AVE STE 1001, SILVER SPRING, MD 20910
Preparer
Richard Philipson
Phone
3016083900
Raw XML AppendixShowing 400 of 965 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24478605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0205393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt320688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4240885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5220601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61600916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7474990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8311010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10178163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1181110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12481149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13153788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14106302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1592125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16353271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt175442582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt193308462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt202278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21229999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221043943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23478605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MORGAN STANLEY #17988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MORGAN STANLEY #17988 DISALLOWED WASH SALE LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MORGAN STANLEY #14060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MORGAN STANLEY #14060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MORGAN STANLEY #14060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MORGAN STANLEY #14077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MORGAN STANLEY #14077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MORGAN STANLEY #14077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8MORGAN STANLEY #14068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MORGAN STANLEY #14068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MORGAN STANLEY #13586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11MORGAN STANLEY #13586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MORGAN STANLEY #13597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MORGAN STANLEY #14082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MORGAN STANLEY #14082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15NEUBERGER BERMAN #40677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16NEUBERGER BERMAN #40677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18BANK OF AMERICA DISALLOWED WASH SALE LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20BANK OF AMERICA DISALLOWED WASH SALE LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21PNC BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22PNC BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23NEUBERGER BERMAN #40677 ACCRUED MARKET DISCOUNT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01457170
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-836609
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt05693
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0697
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt037275423
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt038111335
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt037269730
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01991972
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01991972
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01991972
IRS990PF/DistributableAmountGrp/IncomeTaxAmt028
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02011221
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019221
IRS990PF/DistributableAmountGrp/TotalTaxAmt019249
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt043499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt062720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt043499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019221
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt062720
IRS990PF/FMVAssetsEOYAmt037654241
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0256854
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0230548
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0230548
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01154104
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01438768
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01418489
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04813530
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05941882
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06487891
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04976
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01504198
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01499404
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01499222
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01499222
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt042997
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt027371
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt027371
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt028550602
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt026554259
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt026413040
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt038111335
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt037269730
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01793844
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01577680
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01577680
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt038111335
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt037269730
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt037654241
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt038111335
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt037269730
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt038111335
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt037269730
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt040836972
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02324690
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt038512282
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0612555
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02011221
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt040224417
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt040836972
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt060000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt160000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt260000
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/PersonNm0LARRY J WHITE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GUY MARWICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2B KEMP FLOYD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/CHMN BOARD/DIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SEC/TREASURER/EXECUTIVE DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt019 MISES ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt112950 NE 1ST ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 638
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BEAUFORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SILVER SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LORIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029907
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134488
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd229569
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01481143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01500364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02109405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01208858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01242074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01373613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01154714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.036822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.032485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.032281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.035404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.030706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt019221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt040224417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt039626355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt037213377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt038476934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt038798745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt037605896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02710340
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.184108
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02691119
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02710340
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt019221
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02710340
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0OTHER PORTFOLIO INCOME FROM PASS-THROUGH ENTITY
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,269,730
Liabilities
$0
Net assets
$37,269,730
Revenue
$2,307,261
Expenses
$3,143,870
Net income
-$836,609
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.5$0.00$35.5$3.17$2.71$0.46
2023Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$2.06$2.74$0.68
2022Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$1.54$2.53$0.99
2021Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$2.86$2.15$0.72
2020Detailed filing. Detailed filing data is available for this year.$36.0$0.00$36.0$1.36$1.92$0.56
2019Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$1.93$2.65$0.72
2018Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$2.31$3.14$0.84
2017Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$2.65$2.49$0.17
2016Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$1.25$1.53$0.28
2015Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$1.52$1.60$0.08
2014Summary only. Only limited summary data is available for this year.$38.3$0.00$2.08$1.70$0.38
2013Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$2.23$1.53$0.70
2012Detailed filing. Detailed filing data is available for this year.$37.3$0.00$37.3$1.83
2011Summary only. Only limited summary data is available for this year.$36.3$0.00$1.45$2.29$0.84