Civic Intelligence

Ora B Smith Charity Fund

990PF • Fiscal year 2020 • EIN 56-6045947

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 30, 2021

Organization Profile
1005 Pee Dee AvenueAlbemarle, NC 28001

(704) 982-7534

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$85,948

Flat from 2020

Net Assets

Flat

$85,948

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Flat

$889

Flat from 2020

Expenses

Flat

$4,062

Flat from 2020

Net Income

Flat

-$3,173

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $101,914Liabilities 2011: $02011Assets 2012: $104,249Liabilities 2012: $02012Assets 2013: $98,982Liabilities 2013: $02013Assets 2014: $97,049Liabilities 2014: $02014Assets 2015: $93,971Liabilities 2015: $02015Assets 2019: $88,903Liabilities 2019: $02019Assets 2020: $85,948Liabilities 2020: $0Net Assets 2020: $85,9482020Assets 2020: $85,948Liabilities 2020: $0Net Assets 2020: $85,9482020Assets 2021: $86,012Liabilities 2021: $0Net Assets 2021: $86,0122021Assets 2022: $84,316Liabilities 2022: $0Net Assets 2022: $84,3162022Assets 2023: $83,236Liabilities 2023: $502023

Highlighted filing

2020

Assets$85,948
Liabilities$0
Net Assets$85,948
Open 2020 Filing

Operations Trend

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

$10K$5.0K$0-$5.0K-$10KRevenue 2011: $5,747Expenses 2011: $5,232Net Income 2011: $5152011Revenue 2012: $7,095Expenses 2012: $5,140Net Income 2012: $1,9552012Revenue 2013: $1,010Expenses 2013: $6,278Net Income 2013: -$5,2682013Revenue 2014: $4,250Expenses 2014: $6,183Net Income 2014: -$1,9332014Revenue 2015: $3,115Expenses 2015: $6,148Net Income 2015: -$3,0332015Revenue 2019: $2,703Expenses 2019: $4,056Net Income 2019: -$1,3532019Revenue 2020: $889Expenses 2020: $4,062Net Income 2020: -$3,1732020Revenue 2020: $889Expenses 2020: $4,062Net Income 2020: -$3,1732020Revenue 2021: $3,901Expenses 2021: $3,986Net Income 2021: -$852021Revenue 2022: $2,786Expenses 2022: $4,016Net Income 2022: -$1,2302022Revenue 2023: $2,685Expenses 2023: $4,030Net Income 2023: -$1,3452023

Highlighted filing

2020

Revenue$889
Expenses$4,062
Net Income-$3,173
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 30, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WHITMAN E SMITH JRTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Ora B Smith Charity Fund
EIN
56-6045947
Address
1005 PEE DEE AVENUE, ALBEMARLE, NC 28001

Signing Officer

Name
Whitman E Smith Jr Dr
Title
Trustee
Phone
7049828089
Signed
2021-04-30
Discuss with paid preparer
No

Preparer

Firm
Gregory E Underwood CPA
Address
332 SOUTH FIRST STREET, Albemarle, NC 28001
Preparer
Gregory E Underwood CPA
Phone
7049828089
Raw XML Appendix301 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/UndistributedIncomeGrp/ExcessFromYear2Amt04059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04897
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05060
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt04062
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04062
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt028282
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024220
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0218
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASES NOT INCLUDED
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt04
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt04
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt038
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt13
TaxesSchedule/TaxesDetail/Amt038
TaxesSchedule/TaxesDetail/Amt13
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt038
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt13
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt038
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0WHITMAN E SMITH JR DR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07049828089
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ORA B SMITH CHARITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0ORAB
ReturnHeader/Filer/EIN0566045947
ReturnHeader/Filer/USAddress/AddressLine1Txt01005 PEE DEE AVENUE
ReturnHeader/Filer/USAddress/CityNm0ALBEMARLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562206780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGORY E UNDERWOOD CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0332 SOUTH FIRST STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albemarle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028001
ReturnHeader/PreparerPersonGrp/PhoneNum07049828089
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY E UNDERWOOD CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-03T08:32:52-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WHITMAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SMITH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$85,948
Liabilities
$0
Net assets
$85,948
Revenue
$889
Expenses
$4,062
Net income
-$3,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.83$0.00$0.03$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.03$0.04$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.01$0.04$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.01$0.04$0.03
2019Summary only. Only limited summary data is available for this year.$0.89$0.00$0.03$0.04$0.01
2015Summary only. Only limited summary data is available for this year.$0.94$0.00$0.03$0.06$0.03
2014Summary only. Only limited summary data is available for this year.$0.97$0.00$0.04$0.06$0.02
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.01$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.07$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.06$0.05$0.01