Civic Intelligence

The Allen Tate Foundation

990PF • Fiscal year 2011 • EIN 56-2044322

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 07, 2012

Organization Profile
6700 Fairview RdRoom/Suite 30028210-3324
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

35th percentile

-6.7%

Faster asset growth than 35% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$170,269

Down $12,282 (-6.7%) from 2010

Net Assets

Down

$170,269

Down $12,282 (-6.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$12,821

Down $79,878 (-86%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$400K$300K$200K$100K$0Assets 2010: $182,551Liabilities 2010: $0Net Assets 2010: $182,5512010Assets 2011: $170,269Liabilities 2011: $0Net Assets 2011: $170,2692011Assets 2012: $178,811Liabilities 2012: $0Net Assets 2012: $178,8112012Assets 2013: $162,692Liabilities 2013: $0Net Assets 2013: $162,6922013Assets 2014: $178,766Liabilities 2014: $0Net Assets 2014: $178,7662014Assets 2015: $215,468Liabilities 2015: $0Net Assets 2015: $215,4682015Assets 2016: $255,789Liabilities 2016: $0Net Assets 2016: $255,7892016Assets 2017: $331,235Liabilities 2017: $735Net Assets 2017: $330,5002017Assets 2018: $232,064Liabilities 2018: $50Net Assets 2018: $232,0142018Assets 2019: $315,701Liabilities 2019: $0Net Assets 2019: $315,7012019Assets 2020: $240,949Liabilities 2020: $0Net Assets 2020: $240,9492020Assets 2021: $338,574Liabilities 2021: $0Net Assets 2021: $338,5742021Assets 2022: $279,674Liabilities 2022: $0Net Assets 2022: $279,6742022Assets 2023: $289,698Liabilities 2023: $3,000Net Assets 2023: $286,6982023Assets 2024: $303,341Liabilities 2024: $0Net Assets 2024: $303,3412024

Highlighted filing

2011

Assets$170,269
Liabilities$0
Net Assets$170,269
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2010: $92,6992010Expenses 2011: $12,8212011Expenses 2012: $12,1522012Revenue 2013: $27,214Expenses 2013: $43,333Net Income 2013: -$16,1192013Revenue 2014: $272,341Expenses 2014: $256,267Net Income 2014: $16,0742014Revenue 2015: $75,449Expenses 2015: $38,747Net Income 2015: $36,7022015Revenue 2016: $152,346Expenses 2016: $112,025Net Income 2016: $40,3212016Revenue 2017: $285,831Expenses 2017: $211,120Net Income 2017: $74,7112017Revenue 2018: $184,183Expenses 2018: $255,096Net Income 2018: -$70,9132018Revenue 2019: $343,385Expenses 2019: $259,698Net Income 2019: $83,6872019Revenue 2020: $259,428Expenses 2020: $334,180Net Income 2020: -$74,7522020Revenue 2021: $296,612Expenses 2021: $198,987Net Income 2021: $97,6252021Revenue 2022: $95,563Expenses 2022: $154,463Net Income 2022: -$58,9002022Revenue 2023: $96,511Expenses 2023: $89,487Net Income 2023: $7,0242023Revenue 2024: $142,245Expenses 2024: $125,602Net Income 2024: $16,6432024

Highlighted filing

2011

Revenue-
Expenses$12,821
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 7, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
H ALLEN TATE JRTrustee-$0--
PATRICK RILEYTrustee-$0--
H ALLEN TATE IIITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFOUNDATION FOR THE CAROLIUNRESTRICTED CASHPUBLIC CHARICHARLOTTE, NC, US$5,000
Paid GrantHOUSING OPPORTUNITY FOUNDUNRESTRICTED CASHPUBLIC CHARICHARLOTTE, NC, US$5,000
Paid GrantBOY SCOUTS OF AMERICAUNRESTRICTED CASHPUBLIC CHARICHARLOTTE, NC, US$2,000
Paid GrantCENTRAL PIEDMONT COMM COLUNRESTRICTED CASHPUBLIC CHARICHARLOTTE, NC, US$800
Filing and Contact Details

Filer

EIN
56-2044322
Raw XML Appendix273 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
CompensationExplanation/Compensation/PersonName0H ALLEN TATE JR
CompensationExplanation/Compensation/PersonName1PATRICK RILEY
CompensationExplanation/Compensation/PersonName2H ALLEN TATE III
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0157309
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0SUNTRUST STOCK - COST
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV061348
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0416
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0123
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0539
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0539
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps012800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss012800
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0416
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0416
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-12282
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0123
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0123
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0539
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps012800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss012821
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0539
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0539
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss021
IRS990PF/BalanceSheets/InvestmentsOtherBOY0157309
IRS990PF/BalanceSheets/InvestmentsOtherEOY0157309
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV061348
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0182551
IRS990PF/BalanceSheets/RetainedEarningsEOY0170269
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY025242
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY012960
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV012960
IRS990PF/BalanceSheets/TotalAssetsBOY0182551
IRS990PF/BalanceSheets/TotalAssetsEOY0170269
IRS990PF/BalanceSheets/TotalAssetsEOYFMV074308
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0182551
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0170269
IRS990PF/BalanceSheets/TotalNetAssetsBOY0182551
IRS990PF/BalanceSheets/TotalNetAssetsEOY0170269
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-12282
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0170269
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0182551
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0170269
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted04881
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj04881
IRS990PF/DistributableAmount/DistributableAmountBeforeDed04881
IRS990PF/DistributableAmount/MinimumInvestmentReturn04892
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome011
IRS990PF/DistributableAmount/TotalTax011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome011
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue011
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY074308
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets099334
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances014023
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities085311
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01490
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn04892
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets097844
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets099334
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0H ALLEN TATE JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1PATRICK RILEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2H ALLEN TATE III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine106700 FAIRVIEW RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine116700 FAIRVIEW RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine126700 FAIRVIEW RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CHARLOTTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1CHARLOTTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2CHARLOTTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode0282103324
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode1282103324
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode2282103324
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct059414
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets059409
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.607184
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.753112
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear201.120991
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.484933
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.369034
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.307850
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets097844
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10120832
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20137597
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30302411
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear40389886
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear50362189
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome05
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions012800
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1091000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20154245
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30146649
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40143881
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50111500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio03.035920
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions012800
IRS990PF/QualifyingDistributions/ExpensesAndContributions012800
IRS990PF/QualifyingDistributions/QualifyingDistributions012800
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0H ALLEN TATE JR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07043677310
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine106700 FAIRVIEW RD STE 300
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CHARLOTTE
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0282103324
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN REQUEST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0PAYABLE TO QUALIFIED CHARITIES IN ACCORDANCE WITH IRS CODE OF 1986 AS AMENDED.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount12000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount25000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED CASH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1UNRESTRICTED CASH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2UNRESTRICTED CASH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3UNRESTRICTED CASH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CENTRAL PIEDMONT COMM COL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12FOUNDATION FOR THE CAROLI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13HOUSING OPPORTUNITY FOUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC CHARI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10P O BOX 35009
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111410 E SEVENTH ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12217 S TRYON ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13P O BOX 35511
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CHARLOTTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CHARLOTTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2CHARLOTTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CHARLOTTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0282355009
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode128204
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode228202
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode328235
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear012800
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear04881
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted04881
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1084958
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20147375
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30131730
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40124625
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5093592
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5093592
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0496607
IRS990PF/UndistributedIncome/ExcessFromCurrentYear07919
IRS990PF/UndistributedIncome/ExcessFromYear1084958
IRS990PF/UndistributedIncome/ExcessFromYear20147375
IRS990PF/UndistributedIncome/ExcessFromYear30131730
IRS990PF/UndistributedIncome/ExcessFromYear40124625
IRS990PF/UndistributedIncome/QualifyingDistributions012800
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus07919
IRS990PF/UndistributedIncome/TotalCorpus0590199
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0582280
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1MECKLENBURG TIMES
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks021
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0562044322
ReturnHeader/Filer/Name/BusinessNameLine10THE ALLEN TATE FOUNDATION
ReturnHeader/Filer/NameControl0ALLE
ReturnHeader/Filer/Phone07043677310
ReturnHeader/Filer/USAddress/AddressLine106700 FAIRVIEW RD
ReturnHeader/Filer/USAddress/AddressLine20ROOM/SUITE 300
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode0282103324
ReturnHeader/Officer/DateSigned02012-03-07
ReturnHeader/Officer/Name0H ALLEN TATE JR
ReturnHeader/Officer/Phone07043677310
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02012-03-07
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TINSLEY & TERRY CPAS PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine106700 FAIRVIEW RD STE 350
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CHARLOTTE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0282103324
ReturnHeader/Preparer/Name0STEVEN L TINSLEY CPA MA
ReturnHeader/Preparer/Phone07043648800
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-03-14T15:29:15-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,269
Liabilities
$0
Net assets
$170,269
Revenue
-
Expenses
$12,821
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$1.42$1.26$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.90$0.03$2.87$0.97$0.89$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.96$1.54$0.59
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$2.97$1.99$0.98
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$2.59$3.34$0.75
2019Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$3.43$2.60$0.84
2018Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$1.84$2.55$0.71
2017Detailed filing. Detailed filing data is available for this year.$3.31$0.01$3.31$2.86$2.11$0.75
2016Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$1.52$1.12$0.40
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.75$0.39$0.37
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$2.72$2.56$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.27$0.43$0.16
2012Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.93