Civic Intelligence

Margaret Williams Kunzelman Memorial Fund

990 • Fiscal year 2020 • EIN 54-1958568

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
C/O Amer Nat Bk Trust-po Box 191Danville, VA 24540

(434) 792-5111

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

1278%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

16th percentile

-4.4%

Faster asset growth than 16% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$1,047,660

Down $48,216 (-4.4%) from 2019

Net Assets

Down

$1,047,660

Down $48,216 (-4.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$3,773

Down $69,694 (-106%) from 2019

Expenses

Down

$44,443

Down $369 (-0.8%) from 2019

Net Income

Down

-$48,216

Down $69,325 (-328%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $843,191Liabilities 2011: $0Net Assets 2011: $843,1912011Assets 2012: $838,759Liabilities 2012: $0Net Assets 2012: $838,7592012Assets 2013: $917,116Liabilities 2013: $0Net Assets 2013: $917,1162013Assets 2014: $1,085,655Liabilities 2014: $0Net Assets 2014: $1,085,6552014Assets 2015: $1,071,033Liabilities 2015: $0Net Assets 2015: $1,071,0332015Assets 2016: $1,080,748Liabilities 2016: $0Net Assets 2016: $1,080,7482016Assets 2017: $1,087,813Liabilities 2017: $0Net Assets 2017: $1,087,8132017Assets 2018: $1,074,767Liabilities 2018: $0Net Assets 2018: $1,074,7672018Assets 2019: $1,095,876Liabilities 2019: $0Net Assets 2019: $1,095,8762019Assets 2020: $1,047,660Liabilities 2020: $0Net Assets 2020: $1,047,6602020Assets 2021: $1,063,698Liabilities 2021: $0Net Assets 2021: $1,063,6982021Assets 2022: $1,071,519Liabilities 2022: $0Net Assets 2022: $1,071,5192022Assets 2023: $1,021,560Liabilities 2023: $0Net Assets 2023: $1,021,5602023Assets 2024: $1,016,038Liabilities 2024: $0Net Assets 2024: $1,016,0382024

Highlighted filing

2020

Assets$1,047,660
Liabilities$0
Net Assets$1,047,660
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2011: $23,786Expenses 2011: $20,703Net Income 2011: $3,0832011Revenue 2012: $20,348Expenses 2012: $24,780Net Income 2012: -$4,4322012Revenue 2013: $104,545Expenses 2013: $26,188Net Income 2013: $78,3572013Revenue 2014: $200,001Expenses 2014: $31,462Net Income 2014: $168,5392014Revenue 2015: $27,410Expenses 2015: $42,032Net Income 2015: -$14,6222015Revenue 2016: $48,924Expenses 2016: $39,209Net Income 2016: $9,7152016Revenue 2017: $47,696Expenses 2017: $40,631Net Income 2017: $7,0652017Revenue 2018: $30,390Expenses 2018: $43,436Net Income 2018: -$13,0462018Revenue 2019: $65,921Expenses 2019: $44,812Net Income 2019: $21,1092019Revenue 2020: -$3,773Expenses 2020: $44,443Net Income 2020: -$48,2162020Revenue 2021: $56,935Expenses 2021: $40,897Net Income 2021: $16,0382021Revenue 2022: $46,236Expenses 2022: $38,415Net Income 2022: $7,8212022Revenue 2023: -$7,318Expenses 2023: $42,641Net Income 2023: -$49,9592023Revenue 2024: $48,639Expenses 2024: $54,161Net Income 2024: -$5,5222024

Highlighted filing

2020

Revenue-$3,773
Expenses$44,443
Net Income-$48,216
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Gross Receipts
$577,951
Mission and Program Overview

Mission

Provide income distributions to sacred heart catholic church in danville, virginia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,095,876$1,047,660▼ $48,216
Investments in Publicly Traded Securities$1,064,147$1,012,586▼ $51,561
Savings and Temporary Cash Investments$31,729$35,074▲ $3,345
Total Assets$1,095,876$1,047,660▼ $48,216
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,095,876$1,047,660▼ $48,216
Total Liabilities and Net Assets / Fund Balance$1,095,876$1,047,660▼ $48,216
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-3,773
Other Revenue
$0
Change in Net Assets
$-48,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,415
Other Expenses$16,028
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,415--$28,415
Fees for Service Investment Mgmnt Fees$12,989--$12,989
Fees for Services Other$3,039--$3,039
Total Functional Expenses$44,443$0$0$44,443
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sacred Heart ChurchDanville, VA-Provide Support to$28,415
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is only reviewed by the institutional trustee prior to filing with the internal revenue service.”

Form 990, Page 6, Part VI, Line 19

“There are no governing documents, conflict of interest policy, or financial statements.”

Filing and Contact Details

Filer

Filer Name
Margaret Williams Kunzelman
EIN
54-1958568
Phone
4347925111
Address
C/O AMER NAT BK TRUST-PO BOX 191, DANVILLE, VA 24540

Signing Officer

Name
American National Bank and Trust
Title
Trustee
Phone
4348366308
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Kania & Associates Cpas
Address
4500 RIVERSIDE DR SUITE B, DANVILLE, VA 24541
Preparer
Vincent P Kania CPA
Phone
4348222003
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Invest trust assets and distribute the net income quarterly (or more frequently) to sacred heart catholic church in danville va.”

Raw XML Appendix286 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
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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMERICAN NATIONAL BANK & TRUST COMP
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0AMERICAN NATIONAL BAND & TRUST
IRS990/BooksInCareOfDetail/PhoneNum04347732291
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0628 MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0628 MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0DANVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024543
IRS990/BusinessRlnWith35CtrlEntInd0false
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IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt028415
IRS990/CYInvestmentIncomeAmt0-3773
IRS990/CYOtherExpensesAmt016028
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-48216
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt044443
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-3773
IRS990/DAFExcessBusinessHoldingsInd0false
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IRS990/DeductibleNonCashContriInd0false
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IRS990/Desc0INVEST TRUST ASSETS AND DISTRIBUTE THE NET INCOME QUARTERLY (OR MORE FREQUENTLY) TO SACRED HEART CATHOLIC CHURCH IN DANVILLE, VIRGINIA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
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IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt041404
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03039
IRS990/FeesForServicesOtherGrp/TotalAmt03039
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt012989
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
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IRS990/Form8899Filedind0false
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt0AMERICAN NATIONAL BANK AND TRUST
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt01152
IRS990/GainOrLossGrp/SecuritiesAmt0-42921
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt028415
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt028415
IRS990/GrantsToDomesticOrgsGrp/TotalAmt028415
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01152
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0538803
IRS990/GrossReceiptsAmt0577951
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt037996
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037996
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01064147
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01012586
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0581724
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE INCOME DISTRIBUTIONS TO SACRED HEART CATHOLIC CHURCH IN DANVILLE, VIRGINIA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01095876
IRS990/NetAssetsOrFundBalancesEOYAmt01047660
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-41769
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-41769
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0AMERICAN NATIONAL BANK AND TRUST
IRS990/PrincipalOfcrBusinessName/BusinessNameLine2Txt0AMERICAN NATIONAL BANK AND TRUST
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0INVEST TRUST ASSETS AND DISTRIBUTE THE NET INCOME QUARTERLY (OR MORE FREQUENTLY) TO SACRED HEART CATHOLIC CHURCH IN DANVILLE VA.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03039
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt030279
IRS990/PYInvestmentIncomeAmt065921
IRS990/PYOtherExpensesAmt014533
IRS990/PYRevenuesLessExpensesAmt021109
IRS990/PYTotalExpensesAmt044812
IRS990/PYTotalRevenueAmt065921
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-48216
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01095876
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01047660
IRS990/SavingsAndTempCashInvstGrp/BOYAmt031729
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035074
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST MEETS THE DISTRIBUTION REQUIREMENT TO THE SUPPORTED ORGANIZATION SACRED HEART CHURCH.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0540506474
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt028414
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SACRED HEART CATHOLIC CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt028414
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt028415
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE SUPPORT TO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SACRED HEART CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0540506474
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0538 CENTRAL BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DANVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd024543
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THERE IS NO PROCEDURE INPLACE FOR MONITORING USE OF THE GRANT FUNDS IN THE U.S. THE DECEDENT'S WILL PROVIDED FOR FUNDS TO BE USED FOR ESTABLISHING THIS TRUST AND REQUIRES THE INCOME TO BE DISTRIBUTED TO THE NAMED CHARITABLE BENEFICIARY ON A PERIODIC BASIS BY THE TRUSTEE. THE WILL DOES NOT REQUIRE THAT THE TRUSTEE MONITOR THE USE OF THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INVEST TRUST ASSETS AND DISTRIBUTE THE NET INCOME QUARTERLY (OR MORE FREQUENTLY) TO SACRED HEART CATHOLIC CHURCH IN DANVILLE VA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS ONLY REVIEWED BY THE INSTITUTIONAL TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01095876
IRS990/TotalAssetsEOYAmt01047660
IRS990/TotalAssetsGrp/BOYAmt01095876
IRS990/TotalAssetsGrp/EOYAmt01047660
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044443
IRS990/TotalFunctionalExpensesGrp/TotalAmt044443
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01095876
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01047660
IRS990/TotalOtherProgSrvcExpenseAmt03039
IRS990/TotalProgramServiceExpensesAmt044443
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-3773
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-3773
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01095876
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01047660
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 191
IRS990/USAddress/CityNm0DANVILLIE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024543
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMERICAN NATIONAL BANK AND TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04348366308
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET WILLIAMS KUNZELMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0541958568
ReturnHeader/Filer/PhoneNum04347925111
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O AMER NAT BK TRUST-PO BOX 191
ReturnHeader/Filer/USAddress/CityNm0DANVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024540
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202330049
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KANIA & ASSOCIATES CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04500 RIVERSIDE DR SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DANVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024541
ReturnHeader/PreparerPersonGrp/PhoneNum04348222003
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCENT P KANIA CPA
ReturnHeader/ReturnTs02021-11-12T13:01:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AMERICAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NATIONAL BANK
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,047,660
Liabilities
$0
Net assets
$1,047,660
Revenue
-$3,773
Expenses
$44,443
Net income
-$48,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.05$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.01$0.04$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.00$0.04$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.04$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.03$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.05$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.03$0.04$0.01
2014Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.20$0.03$0.17
2013Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.10$0.03$0.08
2012Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.02$0.02$0.00
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$0.84$0.02$0.02$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits