Civic Intelligence

Felburn Foundation

990PF • Fiscal year 2019 • EIN 51-0234331

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 10, 2020

Organization Profile
CO R Philipson CO 8601 GA Ave 1Silver Spring, MD 20910

(301) 608-3900

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

10th percentile

-37%

Higher net margin than 10% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

20th percentile

$60,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

21st percentile

-1.9%

Faster asset growth than 21% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$36,554,636

Down $715,094 (-1.9%) from 2018

Net Assets

Down

$36,554,636

Down $715,094 (-1.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin10th percentile

Revenue

Down

$1,934,549

Down $372,712 (-16%) from 2018

Expenses

Down

$2,651,078

Down $492,792 (-16%) from 2018

Net Income

Up

-$716,529

Up $120,080 (+14%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth21st 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

2019

Assets$36,554,636
Liabilities$0
Net Assets$36,554,636
Open 2019 Filing

Operations Trend

Revenue Growth17th 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

2019

Revenue$1,934,549
Expenses$2,651,078
Net Income-$716,529
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay20th 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
CO R PHILIPSON CO 8601 GA AVE 1, SILVER SPRING, MD 20910

Signing Officer

Name
Larry J White
Title
President
Phone
3016083900
Signed
2020-11-10
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
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5133941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt63208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7395504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8663506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93363252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10342065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11638548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13128253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143580565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161085625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17375000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19438015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt201105323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21232013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt231059728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt255505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26160301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NEUBERGER BERMAN #40677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NEUBERGER BERMAN #40677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BANK OF AMERICA DISALLOWED WASH SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BANK OF AMERICA DISALLOWED WASH SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NEUBERGER BERMAN #40677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PNC BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PNC BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10MORGAN STANLEY #17988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11MORGAN STANLEY #17988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MORGAN STANLEY #17988 DISALLOWED WASH SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13MORGAN STANLEY #14077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MORGAN STANLEY #14077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15MORGAN STANLEY #14077 DISALLOWED WASH SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16MORGAN STANLEY #14077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MORGAN STANLEY #14068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18MORGAN STANLEY #14068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19MORGAN STANLEY #13586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20MORGAN STANLEY #13586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21MORGAN STANLEY #14082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22MORGAN STANLEY #14082 DISALLOWED WASH SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23MORGAN STANLEY #14082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24MORGAN STANLEY #14082 DISALLOWED WASH SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25MORGAN STANLEY #19336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01076514
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-716529
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01435
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt036554636
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt037269730
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt036554636
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01910584
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01910584
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01910584
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01926407
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015823
IRS990PF/DistributableAmountGrp/TotalTaxAmt015823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt027676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt043499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt027676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015823
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt043499
IRS990PF/FMVAssetsEOYAmt042503324
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0230548
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt081357
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt081357
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01438768
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04404531
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04428841
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05941882
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02836965
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05293850
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt04976
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01504198
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01499222
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01499222
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01499222
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt027371
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt033183
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt033183
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt026554259
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt025105425
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt028572687
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt037269730
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt036554636
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01577680
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02568940
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02568940
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt037269730
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt036554636
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt042503324
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt037269730
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt036554636
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt037269730
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt036554636
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025013
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt025244
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt039114860
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03133176
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt035981684
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0586723
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01926407
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt038528137
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt039114860
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/AdjNetVlNoncharitableAssetsAmt01697588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01713411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02691119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02109405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01208858
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01242074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01373613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.066903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.032485
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.032281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.035404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt038528137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt040224417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt039626355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt037213377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt038476934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt038798745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02306705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.220305
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02290882
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02306705
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt015823
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02306705
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
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$36,554,636
Liabilities
$0
Net assets
$36,554,636
Revenue
$1,934,549
Expenses
$2,651,078
Net income
-$716,529
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