Civic Intelligence

The Zelnak Private Foundation

990PF • Fiscal year 2016 • EIN 56-2115096

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
409 Drummond DriveRaleigh, NC 27609

(919) 783-4543

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

83rd percentile

0.00x

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-1122%

Higher net margin than 5% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Asset Growth

8th percentile

-14%

Faster asset growth than 8% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

16th percentile

-67%

Faster revenue growth than 16% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$2,176,400

Down $367,302 (-14%) from 2015

Net Assets

Down

$2,176,400

Down $367,302 (-14%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin5th percentile

Revenue

Down

$32,728

Down $66,414 (-67%) from 2015

Expenses

Up

$400,030

Up $65,608 (+20%) from 2015

Net Income

Down

-$367,302

Down $132,022 (-56%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,307,712Liabilities 2010: $0Net Assets 2010: $4,307,7122010Assets 2011: $3,217,256Liabilities 2011: $0Net Assets 2011: $3,217,2562011Assets 2012: $2,997,428Liabilities 2012: $0Net Assets 2012: $2,997,4282012Assets 2013: $2,789,705Liabilities 2013: $0Net Assets 2013: $2,789,7052013Assets 2014: $2,778,982Liabilities 2014: $0Net Assets 2014: $2,778,9822014Assets 2015: $2,543,702Liabilities 2015: $0Net Assets 2015: $2,543,7022015Assets 2016: $2,176,400Liabilities 2016: $0Net Assets 2016: $2,176,4002016Assets 2017: $3,403,836Liabilities 2017: $0Net Assets 2017: $3,403,8362017Assets 2018: $2,676,870Liabilities 2018: $0Net Assets 2018: $2,676,8702018Assets 2019: $2,525,846Liabilities 2019: $0Net Assets 2019: $2,525,8462019Assets 2020: $2,358,775Liabilities 2020: $0Net Assets 2020: $2,358,7752020Assets 2021: $2,245,303Liabilities 2021: $0Net Assets 2021: $2,245,3032021Assets 2022: $3,262,214Liabilities 2022: $375,000Net Assets 2022: $2,887,2142022Assets 2023: $2,070,867Liabilities 2023: $500Net Assets 2023: $2,070,3672023Assets 2024: $1,403,053Liabilities 2024: $500Net Assets 2024: $1,402,5532024

Highlighted filing

2016

Assets$2,176,400
Liabilities$0
Net Assets$2,176,400
Open 2016 Filing

Operations Trend

Revenue Growth16th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $715,3612010Expenses 2011: $1,374,2452011Expenses 2012: $515,7782012Revenue 2013: $109,470Expenses 2013: $317,193Net Income 2013: -$207,7232013Revenue 2014: $102,671Expenses 2014: $113,394Net Income 2014: -$10,7232014Revenue 2015: $99,142Expenses 2015: $334,422Net Income 2015: -$235,2802015Revenue 2016: $32,728Expenses 2016: $400,030Net Income 2016: -$367,3022016Revenue 2017: $1,509,366Expenses 2017: $281,930Net Income 2017: $1,227,4362017Revenue 2018: $131,075Expenses 2018: $858,041Net Income 2018: -$726,9662018Revenue 2019: $112,708Expenses 2019: $263,732Net Income 2019: -$151,0242019Revenue 2020: $717,655Expenses 2020: $884,726Net Income 2020: -$167,0712020Revenue 2021: $438,705Expenses 2021: $552,177Net Income 2021: -$113,4722021Revenue 2022: $1,271,510Expenses 2022: $629,599Net Income 2022: $641,9112022Revenue 2023: $289,101Expenses 2023: $1,105,948Net Income 2023: -$816,8472023Revenue 2024: $86,236Expenses 2024: $754,050Net Income 2024: -$667,8142024

Highlighted filing

2016

Revenue$32,728
Expenses$400,030
Net Income-$367,302
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN P ZELNAK JRTrustee <1 Hr/Wk-$0--
JUDY D ZELNAKTrustee <1 Hr/Wk-$0--
Filing and Contact Details

Filer

Filer Name
The Zelnak Private Foundation
EIN
56-2115096
In Care Of
% WELLS FARGO ADVISORS
Phone
9197834543
Address
409 DRUMMOND DRIVE, RALEIGH, NC 27609

Signing Officer

Name
Stephen P Zelnak Jr
Title
Trustee
Phone
9197834543
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Batchelor Tillery & Roberts Llp
Address
3605 GLENWOOD AVENUE SUITE 350, RALEIGH, NC 27612
Preparer
Ann H Tillery
Phone
9197878212
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-9177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-4838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-6551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-1629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-1070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-1095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-21689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-11835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-2228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-9177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-4838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-6551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-1629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-1070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-1095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt065584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1276604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt455014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt554795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt625000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt822516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94674
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt106207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt115203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1310355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt153133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1614681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1715265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt187509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO - SHORT TERM COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO - LONG TERM COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2$50,000 AT&T INC SR UNSECURED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3$50,000 METLIFE INC SR UNSECURED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4$50,000 PFIZER INC SR UNSECURED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5$50,000 UNITED TECHNOLOGIES CORP SENIOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6$25,000 WASTE MANAGEMENT INC COMPANY GTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73,247.18 FEDERAL HOME LOAN MTG #G08416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc822,515.92 FEDERAL NATL ASSN #AH2367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc94,673.73 FEDERAL NATL MTG ASSN #AH7204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc106,207.10 FEDERAL NATL MTG ASSN #AJ8414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc115,203.09 FEDERAL NATL MTG ASSN #AL2513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc123,544.37 FEDERAL NATL MTG ASSN #735212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1310,354.74 FEDERAL NATL MTG ASSN #932848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142,261.46 FEDERAL NATL MTG ASSN #983077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc153,132.53 FEDERAL NATL MTG ASSN #995094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1614,681.09 FEDERAL NATL MTG ASSN #AC8512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1715,265.54 FEDERAL NATL MTG ASSN #AD8033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc187,509.20 FEDERAL NATL MTG ASSN #AE0218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc192,209.91 FEDERAL NATL MTG ASSN #MC0460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-63205
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-367302
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02176400
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02543702
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02176400
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0112741
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0112741
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0112741
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0113573
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0832
IRS990PF/DistributableAmountGrp/TotalTaxAmt0832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0408
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02080
IRS990PF/FMVAssetsEOYAmt02162643
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01434551
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01067699
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01049137
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0968173
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0814134
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0818939
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02543702
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02176400
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0140978
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0294567
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0294567
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02543702
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02176400
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02162643
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02543702
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02176400
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02543702
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02176400
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02306044
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0144561
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02161483
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034591
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0113573
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02271453
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02306044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STEPHEN P ZELNAK JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDY D ZELNAK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE <1 HR/WK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE <1 HR/WK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0409 DRUMMOND DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1409 DRUMMOND DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127609
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0327425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0328257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0325000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0110000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0300000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0500000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01347354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.144148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.123746
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.039242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.098447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.157629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.301678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0832
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02271453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02626355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02803115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03047337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03172015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04466202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0383383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.720742
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0382551

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,176,400
Liabilities
$0
Net assets
$2,176,400
Revenue
$32,728
Expenses
$400,030
Net income
-$367,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.75$0.67
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.29$1.11$0.82
2022Detailed filing. Detailed filing data is available for this year.$3.26$0.38$2.89$1.27$0.63$0.64
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.44$0.55$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.72$0.88$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.11$0.26$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.13$0.86$0.73
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$1.51$0.28$1.23
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.03$0.40$0.37
2015Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.10$0.33$0.24
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.10$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.11$0.32$0.21
2012Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.52
2011Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$1.37
2010Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.72