Civic Intelligence

R B Terry Charitable Foundation Inc.

990PF • Fiscal year 2019 • EIN 56-2066238

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization Profile
PO Box 2003High Point, NC 27261

(336) 882-3392

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.03x

Higher debt load relative to revenue than 15% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

5th percentile

-71%

Higher net margin than 5% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

11th percentile

$32,000

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-58%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$180,559,177

Up $17,478,967 (+11%) from 2018

Net Assets

Up

$180,406,177

Up $17,402,967 (+11%) from 2018

Liabilities

Up

$153,000

Up $76,000 (+99%) from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin5th percentile

Revenue

Down

$5,175,867

Down $7,172,115 (-58%) from 2018

Expenses

Up

$8,838,990

Up $6,531,661 (+283%) from 2018

Net Income

Down

-$3,663,123

Down $13,703,776 (-136%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$300M$200M$100M$0Assets 2011: $137,488,382Liabilities 2011: $46,3182011Assets 2012: $138,420,506Liabilities 2012: $29,619Net Assets 2012: $138,390,8872012Assets 2013: $134,460,358Liabilities 2013: $30,895Net Assets 2013: $134,429,4632013Assets 2014: $132,113,247Liabilities 2014: $22,826Net Assets 2014: $132,090,4212014Assets 2015: $165,634,452Liabilities 2015: $19,892,220Net Assets 2015: $145,742,2322015Assets 2016: $162,955,808Liabilities 2016: $13,172,713Net Assets 2016: $149,783,0952016Assets 2017: $178,981,655Liabilities 2017: $6,435,000Net Assets 2017: $172,546,6552017Assets 2018: $163,080,210Liabilities 2018: $77,000Net Assets 2018: $163,003,2102018Assets 2019: $180,559,177Liabilities 2019: $153,000Net Assets 2019: $180,406,1772019Assets 2020: $207,020,386Liabilities 2020: $225,262Net Assets 2020: $206,795,1242020Assets 2021: $226,821,790Liabilities 2021: $276,421Net Assets 2021: $226,545,3692021Assets 2022: $188,417,977Liabilities 2022: $256,664Net Assets 2022: $188,161,3132022Assets 2023: $197,519,253Liabilities 2023: $147,000Net Assets 2023: $197,372,2532023Assets 2024: $202,473,941Liabilities 2024: $256,569Net Assets 2024: $202,217,3722024

Highlighted filing

2019

Assets$180,559,177
Liabilities$153,000
Net Assets$180,406,177
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $33,632,229Expenses 2011: $9,881,689Net Income 2011: $23,750,5402011Expenses 2012: $7,081,4382012Revenue 2013: $3,902,206Expenses 2013: $7,672,569Net Income 2013: -$3,770,3632013Revenue 2014: $6,578,212Expenses 2014: $8,877,829Net Income 2014: -$2,299,6172014Revenue 2015: $9,968,887Expenses 2015: $1,434,475Net Income 2015: $8,534,4122015Revenue 2016: $804,855Expenses 2016: $1,904,483Net Income 2016: -$1,099,6282016Revenue 2017: $5,386,917Expenses 2017: $1,876,110Net Income 2017: $3,510,8072017Revenue 2018: $12,347,982Expenses 2018: $2,307,329Net Income 2018: $10,040,6532018Revenue 2019: $5,175,867Expenses 2019: $8,838,990Net Income 2019: -$3,663,1232019Revenue 2020: $7,372,716Expenses 2020: $8,782,561Net Income 2020: -$1,409,8452020Revenue 2021: $8,117,885Expenses 2021: $10,673,308Net Income 2021: -$2,555,4232021Revenue 2022: $9,006,861Expenses 2022: $9,248,350Net Income 2022: -$241,4892022Revenue 2023: $8,417,528Expenses 2023: $9,675,931Net Income 2023: -$1,258,4032023Revenue 2024: $18,890,772Expenses 2024: $9,761,880Net Income 2024: $9,128,8922024

Highlighted filing

2019

Revenue$5,175,867
Expenses$8,838,990
Net Income-$3,663,123
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARCH K SCHOCH IVPresident/Director-$32,000-$32,000
CHARLES L ODOMTreas./Asst. Sec/Director-$32,000-$32,000
OSCAR FLETCHERVP/Secretary/Director-$32,000-$32,000
SION ABONEY IIIVP/Director-$32,000-$32,000
JOE LIPECommittee Member-$8,500-$8,500
PARKER OVERTONCommittee Member-$8,000-$8,000
Filing and Contact Details

Filer

Filer Name
R B Terry Charitable Foundation Inc
EIN
56-2066238
Phone
3368823392
Address
PO BOX 2003, HIGH POINT, NC 27261

Signing Officer

Name
Charles Odom
Title
Treasurer
Phone
3368823392
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Sharrard Mcgee & Co Pa
Address
PO BOX 5869, HIGH POINT, NC 27262
Preparer
Addison Maille
Phone
3368840410
Raw XML AppendixShowing 400 of 445 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ARCH K SCHOCH IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES L ODOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2OSCAR FLETCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOE LIPE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43933 MOBLEYS BRIDGE RD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0272611893
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1272612003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227615
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd427837
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5125296252
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07847113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07911742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt07867224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt07948178
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt08006414
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt08020000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047144
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.046449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.045936
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt064629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0166449877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0163253334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0173153944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0162590493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0172447077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0174589221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt08030000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.235720
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07965371
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08030000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt064629
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08030000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0CHARLES L ODOM
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0124 SCOTT AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HIGH POINT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027262
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03368823392
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP, PROFESSORSHIP AND RESEARCH ENDOWMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MONTPELIER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NC VETERINARY MEDICAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WOODBERRY FOREST SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SPCA OF THE TRIAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 67 MONTPELIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14700 HILLSBOROUGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2898 WOODBERRY FOREST ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33163 HINES CHAPEL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WOODBERRY FOREST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0229470067
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127606
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd222989
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd327405
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08030000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06309518
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01720482
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08257865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01948347
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01720482
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL SERVICES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03931
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0983
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt023914
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FUNDS HELD IN ESCROW
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1EXCISE TAX REFUNDABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt023914
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt177800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt023914
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt177800
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INVESTMENT COMMITTEE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BOARD INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MEALS AND ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MEETING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PENALITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0569232
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2188
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt316500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt4563
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt5386
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt627
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0569232
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2750
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt316500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt51545
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt627
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt7635
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt028212
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01911824
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt128212
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt028212
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021066090
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0INCREASE IN INVESTMENTS TO FAIR VALUE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt077000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$180,559,177
Liabilities
$153,000
Net assets
$180,406,177
Revenue
$5,175,867
Expenses
$8,838,990
Net income
-$3,663,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$202$0.26$202$18.9$9.76$9.13
2023Detailed filing. Detailed filing data is available for this year.$198$0.15$197$8.42$9.68$1.26
2022Detailed filing. Detailed filing data is available for this year.$188$0.26$188$9.01$9.25$0.24
2021Detailed filing. Detailed filing data is available for this year.$227$0.28$227$8.12$10.7$2.56
2020Detailed filing. Detailed filing data is available for this year.$207$0.23$207$7.37$8.78$1.41
2019Detailed filing. Detailed filing data is available for this year.$181$0.15$180$5.18$8.84$3.66
2018Detailed filing. Detailed filing data is available for this year.$163$0.08$163$12.3$2.31$10.0
2017Detailed filing. Detailed filing data is available for this year.$179$6.44$173$5.39$1.88$3.51
2016Detailed filing. Detailed filing data is available for this year.$163$13.2$150$0.80$1.90$1.10
2015Detailed filing. Detailed filing data is available for this year.$166$19.9$146$9.97$1.43$8.53
2014Detailed filing. Detailed filing data is available for this year.$132$0.02$132$6.58$8.88$2.30
2013Detailed filing. Detailed filing data is available for this year.$134$0.03$134$3.90$7.67$3.77
2012Detailed filing. Detailed filing data is available for this year.$138$0.03$138$7.08
2011Summary only. Only limited summary data is available for this year.$137$0.05$33.6$9.88$23.8