Civic Intelligence

Dr Zack D Owens & Martha Anderson Owens Tr

990PF • Fiscal year 2023 • EIN 56-6501010

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization Profile
108 Craven River CourtCamden, NC 27921

(252) 336-2740

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.

2023 filings • NTEE T20Z • <$500k nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.00x

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

2023 filings • NTEE T20Z • <$500k nonprofits • Source year 2023

Net Margin

36th percentile

-37%

Higher net margin than 36% of similar nonprofits.

2023 filings • NTEE T20Z • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2023 filings • NTEE T20Z • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

-2.3%

Faster asset growth than 54% of similar nonprofits.

2023 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

5.9%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • NTEE T20Z • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Down

$251,145

Down $5,801 (-2.3%) from 2022

Net Assets

Down

$251,145

Down $5,801 (-2.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin36th percentile

Revenue

Up

$15,745

Up $872 (+5.9%) from 2022

Expenses

Up

$21,546

Up $8,692 (+68%) from 2022

Net Income

Down

-$5,801

Down $7,820 (-387%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$400K$300K$200K$100K$0Assets 2011: $314,652Liabilities 2011: $02011Assets 2012: $322,645Liabilities 2012: $02012Assets 2013: $339,591Liabilities 2013: $02013Assets 2014: $358,662Liabilities 2014: $02014Assets 2015: $368,082Liabilities 2015: $02015Assets 2017: $286,792Liabilities 2017: $0Net Assets 2017: $286,7922017Assets 2018: $272,235Liabilities 2018: $0Net Assets 2018: $272,2352018Assets 2019: $257,650Liabilities 2019: $0Net Assets 2019: $257,6502019Assets 2020: $259,668Liabilities 2020: $0Net Assets 2020: $259,6682020Assets 2021: $254,927Liabilities 2021: $0Net Assets 2021: $254,9272021Assets 2022: $256,946Liabilities 2022: $0Net Assets 2022: $256,9462022Assets 2023: $251,145Liabilities 2023: $0Net Assets 2023: $251,1452023Assets 2024: $253,826Liabilities 2024: $0Net Assets 2024: $253,8262024

Highlighted filing

2023

Assets$251,145
Liabilities$0
Net Assets$251,145
Open 2023 Filing

Operations Trend

Revenue Growth53rd percentile

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

$400K$200K$0-$200KRevenue 2011: $17,525Expenses 2011: $7,814Net Income 2011: $9,7112011Revenue 2012: $19,665Expenses 2012: $11,672Net Income 2012: $7,9932012Revenue 2013: $20,627Expenses 2013: $3,681Net Income 2013: $16,9462013Revenue 2014: $22,183Expenses 2014: $3,112Net Income 2014: $19,0712014Revenue 2015: $23,743Expenses 2015: $14,323Net Income 2015: $9,4202015Revenue 2017: $278,634Expenses 2017: $367,974Net Income 2017: -$89,3402017Revenue 2018: $13,756Expenses 2018: $28,313Net Income 2018: -$14,5572018Revenue 2019: $14,441Expenses 2019: $29,026Net Income 2019: -$14,5852019Revenue 2020: $14,350Expenses 2020: $12,332Net Income 2020: $2,0182020Revenue 2021: $14,437Expenses 2021: $19,178Net Income 2021: -$4,7412021Revenue 2022: $14,873Expenses 2022: $12,854Net Income 2022: $2,0192022Revenue 2023: $15,745Expenses 2023: $21,546Net Income 2023: -$5,8012023Revenue 2024: $15,960Expenses 2024: $13,279Net Income 2024: $2,6812024

Highlighted filing

2023

Revenue$15,745
Expenses$21,546
Net Income-$5,801
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL CHALOTTrustee-$0--
KIMBERLY J CHALOTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSENTARACANCER SPECIAL PROJECTS-VIRGINIA BEACH, VA, US$10,000
Paid GrantCOLLEGE OF THE ALBEMARLEEDUCATION501(C)(3)ELIZABETH CITY, NC, US$8,879
Filing and Contact Details

Filer

Filer Name
Zack D Owens & Martha
EIN
56-6501010
Phone
2523362740
Address
108 CRAVEN RIVER COURT, CAMDEN, NC 27921

Signing Officer

Name
Kimberly J Chalot
Title
Trustee
Phone
2523362740
Signed
2024-05-13
Discuss with paid preparer
Yes

Preparer

Firm
William R Nixon CPA Pc
Address
PO BOX 583, ELIZABETH CITY, NC 27907
Preparer
William R Nixon
Phone
2523386379
Raw XML Appendix236 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt160472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0247452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1162534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2148306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CARPENTER TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DUKE ENERGY(FORMERLY PROGRESS ENERGY
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt014983
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt015745
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018879
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018879
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014983
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014983
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5801
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0762
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0762
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02460
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015745
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0207
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02667
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5801
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0251145
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0256946
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0251145
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027975
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027975
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027975
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028194
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0219
IRS990PF/DistributableAmountGrp/TotalTaxAmt0219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0219
IRS990PF/FMVAssetsEOYAmt0615806
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0256946
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06056
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09511
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09511
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0193631
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0193631
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0558292
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0251145
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt057259
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt048003
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt048003
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0256946
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0251145
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0615806
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0256946
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0251145
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0256946
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0251145
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0572469
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt060414
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0512055
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08587
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028194
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0563882
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0572469
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
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/PersonNm0MICHAEL CHALOT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KIMBERLY J CHALOT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0108 CRAVEN RIVER COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1108 CRAVEN RIVER COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CAMDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CAMDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027921
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127921
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt021546
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt021546
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02013
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KIMBERLY J CHALOT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0108 CRAVEN RIVER COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CAMDEN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027921
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02523362740
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08879
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CANCER SPECIAL PROJECTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLLEGE OF THE ALBEMARLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SENTARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0P O BOX 2327
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11300 SENTARA PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt01208 N ROAD STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELIZABETH CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VIRGINIA BEACH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd123464
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018879
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt021546
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06429
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04210
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt011375
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt011375
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021546
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04210
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010639
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt011375
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1CLERK OF SUPERIOR COURT FEE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02400
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt160
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02400
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt160
TaxesSchedule/TaxesDetail/Amt0207
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0207
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KIMBERLY J CHALOT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02523362740
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ZACK D OWENS & MARTHA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ANDERSON OWENS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ZACK
ReturnHeader/Filer/EIN0566501010
ReturnHeader/Filer/PhoneNum02523362740
ReturnHeader/Filer/USAddress/AddressLine1Txt0108 CRAVEN RIVER COURT
ReturnHeader/Filer/USAddress/CityNm0CAMDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027921
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261943252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILLIAM R NIXON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 583
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELIZABETH CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027907
ReturnHeader/PreparerPersonGrp/PhoneNum02523386379
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM R NIXON
ReturnHeader/ReturnTs02024-05-14T13:06:34-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KIMBERLY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHALOT
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,145
Liabilities
$0
Net assets
$251,145
Revenue
$15,745
Expenses
$21,546
Net income
-$5,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.16$0.13$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.16$0.22$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.15$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.14$0.19$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.14$0.12$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.14$0.29$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.14$0.28$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$2.79$3.68$0.89
2015Summary only. Only limited summary data is available for this year.$3.68$0.00$0.24$0.14$0.09
2014Summary only. Only limited summary data is available for this year.$3.59$0.00$0.22$0.03$0.19
2013Summary only. Only limited summary data is available for this year.$3.40$0.00$0.21$0.04$0.17
2012Summary only. Only limited summary data is available for this year.$3.23$0.00$0.20$0.12$0.08
2011Summary only. Only limited summary data is available for this year.$3.15$0.00$0.18$0.08$0.10