Civic Intelligence

David E and Marilyn W Withrow Foundation

990PF • Fiscal year 2016 • EIN 56-6562455

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

2633 Wilkinson BlvdCharlotte, NC 28208

(704) 399-7482

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$704,364

Down $51,455 (-6.8%) from 2015

Net Assets

Down

$661,647

Down $61,590 (-8.5%) from 2015

Liabilities

Up

$42,717

Up $10,135 (+31%) from 2015

Revenue And Expenses

Revenue

Down

$20,146

Down $209,743 (-91%) from 2015

Expenses

Up

$187,621

Up $135,936 (+263%) from 2015

Net Income

Down

-$167,475

Down $345,679 (-194%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $722,619Liabilities 2010: $44,493Net Assets 2010: $678,1262010Assets 2011: $681,826Liabilities 2011: $41,9392011Assets 2012: $738,160Liabilities 2012: $41,587Net Assets 2012: $696,5732012Assets 2013: $659,326Liabilities 2013: $41,329Net Assets 2013: $617,9972013Assets 2014: $586,072Liabilities 2014: $41,039Net Assets 2014: $545,0332014Assets 2015: $755,819Liabilities 2015: $32,582Net Assets 2015: $723,2372015Assets 2016: $704,364Liabilities 2016: $42,717Net Assets 2016: $661,6472016Assets 2017: $749,261Liabilities 2017: $82,016Net Assets 2017: $667,2452017Assets 2018: $890,463Liabilities 2018: $29,356Net Assets 2018: $861,1072018Assets 2019: $884,198Liabilities 2019: $29,182Net Assets 2019: $855,0162019Assets 2020: $819,447Liabilities 2020: $3,900Net Assets 2020: $815,5472020Assets 2021: $678,654Liabilities 2021: $3,900Net Assets 2021: $674,7542021Assets 2022: $661,311Liabilities 2022: $3,900Net Assets 2022: $657,4112022Assets 2023: $652,523Liabilities 2023: $3,900Net Assets 2023: $648,6232023Assets 2024: $590,242Liabilities 2024: $3,900Net Assets 2024: $586,3422024

Highlighted filing

2016

Assets$704,364
Liabilities$42,717
Net Assets$661,647

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $49,2162010Revenue 2011: -$2,931Expenses 2011: $35,308Net Income 2011: -$38,2392011Expenses 2012: $58,0102012Revenue 2013: $19,674Expenses 2013: $98,250Net Income 2013: -$78,5762013Revenue 2014: $2,250Expenses 2014: $75,214Net Income 2014: -$72,9642014Revenue 2015: $229,889Expenses 2015: $51,685Net Income 2015: $178,2042015Revenue 2016: $20,146Expenses 2016: $187,621Net Income 2016: -$167,4752016Revenue 2017: $43,029Expenses 2017: $42,100Net Income 2017: $9292017Revenue 2018: $270,616Expenses 2018: $76,754Net Income 2018: $193,8622018Revenue 2019: $13,372Expenses 2019: $39,463Net Income 2019: -$26,0912019Revenue 2020: $18,851Expenses 2020: $90,595Net Income 2020: -$71,7442020Revenue 2021: -$16,243Expenses 2021: $124,550Net Income 2021: -$140,7932021Revenue 2022: $113,000Expenses 2022: $116,148Net Income 2022: -$3,1482022Revenue 2023: $101,045Expenses 2023: $111,789Net Income 2023: -$10,7442023Revenue 2024: $24,530Expenses 2024: $87,225Net Income 2024: -$62,6952024

Highlighted filing

2016

Revenue$20,146
Expenses$187,621
Net Income-$167,475
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID E WITHROWPresident/Treasurer-$0--
MARILYN W WITHROWVice President/Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNION ACADEMY FOUNDATIONTO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL-MONROE, NC, US$126,912
Paid GrantPRITCHARD MEMORIAL BAPTIST CHURCHRELIGIOUS CHARITY TO HELP COMMUNITY-CHARLOTTE, NC, US$30,700
Paid GrantLANDSDOWNE ELEMENTARY SCHOOL PTOCOMMUNITY SERVICE TO SUPPORT SCHOOL-CHARLOTTE, NC, US$2,000
Paid GrantCAROLINAS HEALTHCARE FOUNDATIONTO RESEARCH FOR CURE FOR MULTIPLE MYELOMA.-CHARLOTTE, NC, US$2,000
Paid GrantGARDNER-WEBB UNIVERSITYTO SUPPORT HIGHER EDUCTION-BOILING SPRINGS, NC, US$500
Paid GrantHICKORY GROVE BAPTIST CHURCHTO PROMOTE CHRISTIAN VALUES THROUGH WORSHIP-CHARLOTTE, NC, US$250
Paid GrantPARALYZED VETERANS OF AMERICATO HELP RESTORE THE LIVES OF VETERANS WHO ARE PARALYZED BY SPINAL CORD INJURY OR DISEASE.-WASHINGTON, DC, US$200
Filing and Contact Details

Filer

Filer Name
David E and Marilyn W Withrow Foundation
EIN
56-6562455
In Care Of
% DAVID E AND MARILYN W WITHRO
Phone
7043997482
Address
2633 WILKINSON BLVD, CHARLOTTE, NC 28208

Signing Officer

Name
David E Withrow
Title
President
Phone
7043997482
Signed
2017-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Pesta Finnie & Associates Llp
Address
6826 MORRISON BLVD, CHARLOTTE, NC 28211
Preparer
Susan N Turner
Phone
7043641829
Raw XML AppendixShowing 400 of 406 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/Amt4500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO RAISE FUNDS AND ASSIST IN PROVIDING FOR THE OPERATIONS OF UNION ACADEMY CHARTER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT HIGHER EDUCTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO PROMOTE CHRISTIAN VALUES THROUGH WORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO RESEARCH FOR CURE FOR MULTIPLE MYELOMA.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4GARDNER-WEBB UNIVERSITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CAROLINAS HEALTHCARE FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO BOX 997
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6208 EAST BLVD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6CHARLOTTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228270
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328110
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628203
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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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/AppliedToCurrentYearAmt063396
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt063396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06257
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt033732
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041966
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0181121
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt099166
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06257
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt041966
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0162562
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt099166
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0181121
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt081955
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt012183
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt111675
LandEtcSchedule2/LandEtcGrp/BookValueAmt011817
LandEtcSchedule2/LandEtcGrp/BookValueAmt111325
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0CLIFFWOOD PLACE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1WEST PARK AVE
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt024000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt123000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt039474
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt19200
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2115396
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt350910
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt40
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0FLORIDA CONDOMINIUM
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1YADKIN LAND
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2INVESTMENT IN MLK PROPERTY
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3INVESTMENT IN TRAILS END
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4INVESTMENT IN SW MLK & 84
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt039474
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt19200
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt292507
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt351564
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt48963
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt064375
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt177250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2460612
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt351500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt49535
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113124
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0105885
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0LAND CONTRIBUTIONS M-1
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt011875
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0NOTE PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt011875
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt05396
TaxesSchedule/TaxesDetail/Amt05396
TaxesSchedule/TaxesDetail/Amt14562
TaxesSchedule/TaxesDetail/CategoryTxt0PROPERTY TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES & PENALTIES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05396
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID E WITHROW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07043997482
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID E AND MARILYN W WITHROW FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0566562455
ReturnHeader/Filer/InCareOfNm0% DAVID E AND MARILYN W WITHRO
ReturnHeader/Filer/PhoneNum07043997482
ReturnHeader/Filer/USAddress/AddressLine1Txt02633 WILKINSON BLVD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028208
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CB2088581B57C0AB14D55C5B543A0722EE717EDE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D752C70F1D3B82D25A117765428A26B724091E8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId056590920173105000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.172.95.242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PESTA FINNIE & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06826 MORRISON BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028211
ReturnHeader/PreparerPersonGrp/PhoneNum07043641829

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.90$0.04$5.86$0.25$0.87$0.63
2023Detailed filing. Detailed filing data is available for this year.$6.53$0.04$6.49$1.01$1.12$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.61$0.04$6.57$1.13$1.16$0.03
2021Detailed filing. Detailed filing data is available for this year.$6.79$0.04$6.75$0.16$1.25$1.41
2020Detailed filing. Detailed filing data is available for this year.$8.19$0.04$8.16$0.19$0.91$0.72
2019Detailed filing. Detailed filing data is available for this year.$8.84$0.29$8.55$0.13$0.39$0.26
2018Detailed filing. Detailed filing data is available for this year.$8.90$0.29$8.61$2.71$0.77$1.94
2017Detailed filing. Detailed filing data is available for this year.$7.49$0.82$6.67$0.43$0.42$0.01
2016Detailed filing. Detailed filing data is available for this year.$7.04$0.43$6.62$0.20$1.88$1.67
2015Detailed filing. Detailed filing data is available for this year.$7.56$0.33$7.23$2.30$0.52$1.78
2014Detailed filing. Detailed filing data is available for this year.$5.86$0.41$5.45$0.02$0.75$0.73
2013Detailed filing. Detailed filing data is available for this year.$6.59$0.41$6.18$0.20$0.98$0.79
2012Detailed filing. Detailed filing data is available for this year.$7.38$0.42$6.97$0.58
2011Summary only. Only limited summary data is available for this year.$6.82$0.42$0.03$0.35$0.38
2010Detailed filing. Detailed filing data is available for this year.$7.23$0.44$6.78$0.49