Civic Intelligence

William Harold Smith Charitable Trust

990PF • Fiscal year 2016 • EIN 56-6526359

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

Organization Profile
1105 Airport RoadMarion, NC 28752

(828) 652-9443

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$4,552,363

Down $49,522 (-1.1%) from 2015

Net Assets

Down

$4,552,363

Down $49,522 (-1.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses

Revenue

Down

$273,685

Down $12,191 (-4.3%) from 2015

Expenses

Down

$323,207

Down $16,373 (-4.8%) from 2015

Net Income

Up

-$49,522

Up $4,182 (+7.8%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,785,902Liabilities 2011: $02011Assets 2012: $4,659,399Liabilities 2012: $02012Assets 2013: $4,652,215Liabilities 2013: $02013Assets 2014: $4,655,589Liabilities 2014: $02014Assets 2015: $4,601,885Liabilities 2015: $0Net Assets 2015: $4,601,8852015Assets 2016: $4,552,363Liabilities 2016: $0Net Assets 2016: $4,552,3632016Assets 2017: $4,501,421Liabilities 2017: $0Net Assets 2017: $4,501,4212017Assets 2019: $4,469,112Liabilities 2019: $02019Assets 2020: $4,450,819Liabilities 2020: $0Net Assets 2020: $4,450,8192020Assets 2021: $5,213,332Liabilities 2021: $0Net Assets 2021: $5,213,3322021Assets 2022: $5,404,742Liabilities 2022: $0Net Assets 2022: $5,404,7422022Assets 2023: $4,815,302Liabilities 2023: $0Net Assets 2023: $4,815,3022023Assets 2024: $4,881,483Liabilities 2024: $0Net Assets 2024: $4,881,4832024

Highlighted filing

2016

Assets$4,552,363
Liabilities$0
Net Assets$4,552,363
Open 2016 Filing

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $286,855Expenses 2011: $294,254Net Income 2011: -$7,3992011Revenue 2012: $185,153Expenses 2012: $311,656Net Income 2012: -$126,5032012Revenue 2013: $301,562Expenses 2013: $308,746Net Income 2013: -$7,1842013Revenue 2014: $316,648Expenses 2014: $313,274Net Income 2014: $3,3742014Revenue 2015: $285,876Expenses 2015: $339,580Net Income 2015: -$53,7042015Revenue 2016: $273,685Expenses 2016: $323,207Net Income 2016: -$49,5222016Revenue 2017: $278,035Expenses 2017: $328,977Net Income 2017: -$50,9422017Revenue 2019: $313,112Expenses 2019: $317,857Net Income 2019: -$4,7452019Revenue 2020: $250,939Expenses 2020: $269,232Net Income 2020: -$18,2932020Revenue 2021: $271,003Expenses 2021: $231,388Net Income 2021: $39,6152021Revenue 2022: $283,513Expenses 2022: $168,685Net Income 2022: $114,8282022Revenue 2023: $199,001Expenses 2023: $149,652Net Income 2023: $49,3492023Revenue 2024: $229,388Expenses 2024: $174,888Net Income 2024: $54,5002024

Highlighted filing

2016

Revenue$273,685
Expenses$323,207
Net Income-$49,522
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT SMITHTrusteePT$35,420-$35,420
Filing and Contact Details

Filer

Filer Name
William Harold Smith Charitable
EIN
56-6526359
Phone
8286529443
Address
1105 AIRPORT ROAD, MARION, NC 28752

Signing Officer

Name
Matt Smith
Title
Trustee
Phone
8286529443
Signed
2017-05-04

Preparer

Firm
Alfred M Shiver CPA Pa
Address
260 EAST COURT STREET, MARION, NC 28752
Preparer
Alfred M Shiver CPA
Phone
8286527319
Raw XML Appendix317 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt154 COLLEGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MARION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028752
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128752
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0257100
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/AppliedToCurrentYearAmt0251199
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0251199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt070620
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt045618
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt031780
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0252842
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt062691
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt070620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt042133
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt045618
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt031780
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0313890
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt062691
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0252842
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0190151
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RENTAL HOUSES MCDOWELL CO
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT DEPRECIATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4ADMINISTRATIVE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5RENTAL HOUSE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01940
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14892
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt28626
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09353
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09353
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11904
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt24892
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38626
OtherIncomeSchedule2/OtherIncomeDetail/Desc0DUKE ENERGY/LEHMAN
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LEHMAN LIQUIDATION BANKRUPTCY
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt073
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14234
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MATT SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08286529443
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM HAROLD SMITH CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0566526359
ReturnHeader/Filer/PhoneNum08286529443
ReturnHeader/Filer/USAddress/AddressLine1Txt01105 AIRPORT ROAD
ReturnHeader/Filer/USAddress/CityNm0MARION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028752
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08D5F92D9B0498CD19A65F1A443EABB1E66CDC983
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CE2DD42387BB6EE883EA6929C773998C216C1607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561319330
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALFRED M SHIVER CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0260 EAST COURT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028752
ReturnHeader/PreparerPersonGrp/PhoneNum08286527319
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED M SHIVER CPA
ReturnHeader/ReturnTs02017-05-11T13:36:42-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,552,363
Liabilities
$0
Net assets
$4,552,363
Revenue
$273,685
Expenses
$323,207
Net income
-$49,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.23$0.17$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.20$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$5.40$0.00$5.40$0.28$0.17$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.27$0.23$0.04
2020Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.25$0.27$0.02
2019Summary only. Only limited summary data is available for this year.$4.47$0.00$0.31$0.32$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.28$0.33$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.27$0.32$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.29$0.34$0.05
2014Summary only. Only limited summary data is available for this year.$4.66$0.00$0.32$0.31$0.00
2013Summary only. Only limited summary data is available for this year.$4.65$0.00$0.30$0.31$0.01
2012Summary only. Only limited summary data is available for this year.$4.66$0.00$0.19$0.31$0.13
2011Summary only. Only limited summary data is available for this year.$4.79$0.00$0.29$0.29$0.01