Civic Intelligence

Toleo Foundation

990PF • Fiscal year 2023 • EIN 58-1496345

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization Profile
123 South Elm StreetGreensboro, NC 27401

(336) 273-4425

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

3rd percentile

-272%

Higher net margin than 3% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

10th percentile

-9.0%

Faster asset growth than 10% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

619%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$7,201,073

Down $715,008 (-9.0%) from 2022

Net Assets

Down

$7,201,073

Down $715,008 (-9.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin3rd percentile

Revenue

Up

$262,775

Up $226,244 (+619%) from 2022

Expenses

Up

$977,783

Up $251,298 (+35%) from 2022

Net Income

Down

-$715,008

Down $25,054 (-3.6%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$10M$5.0M$0Assets 2011: $56,341Liabilities 2011: $0Net Assets 2011: $56,3412011Assets 2012: $58,777Liabilities 2012: $12012Assets 2013: $656,996Liabilities 2013: $0Net Assets 2013: $656,9962013Assets 2014: $55,991Liabilities 2014: $02014Assets 2015: $43,335Liabilities 2015: $0Net Assets 2015: $43,3352015Assets 2019: $8,345,740Liabilities 2019: $02019Assets 2020: $8,716,384Liabilities 2020: $0Net Assets 2020: $8,716,3842020Assets 2021: $8,606,035Liabilities 2021: $0Net Assets 2021: $8,606,0352021Assets 2022: $7,916,081Liabilities 2022: $0Net Assets 2022: $7,916,0812022Assets 2023: $7,201,073Liabilities 2023: $0Net Assets 2023: $7,201,0732023Assets 2024: $7,619,621Liabilities 2024: $0Net Assets 2024: $7,619,6212024

Highlighted filing

2023

Assets$7,201,073
Liabilities$0
Net Assets$7,201,073
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $4,387,0382011Revenue 2012: $9,063Expenses 2012: $6,627Net Income 2012: $2,4362012Revenue 2013: $1,181,585Expenses 2013: $405,414Net Income 2013: $776,1712013Revenue 2014: $21,289Expenses 2014: $704,856Net Income 2014: -$683,5672014Revenue 2015: $389Expenses 2015: $13,045Net Income 2015: -$12,6562015Revenue 2019: $474,878Expenses 2019: $577,677Net Income 2019: -$102,7992019Revenue 2020: $1,028,755Expenses 2020: $658,111Net Income 2020: $370,6442020Revenue 2021: $540,494Expenses 2021: $650,843Net Income 2021: -$110,3492021Revenue 2022: $36,531Expenses 2022: $726,485Net Income 2022: -$689,9542022Revenue 2023: $262,775Expenses 2023: $977,783Net Income 2023: -$715,0082023Revenue 2024: $1,233,765Expenses 2024: $815,217Net Income 2024: $418,5482024

Highlighted filing

2023

Revenue$262,775
Expenses$977,783
Net Income-$715,008
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDALL KAPLANPres/TreasPT$0--
LYN CHASENSecretary-$0--
SCOTT KAPLANVP-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGREENSBORO JEWISH FEDERATIONPROGRAM SUPPORTPCGREENSBORO, NC, US$240,000
Paid GrantJEWISH FEDERATION OF SOUTH PALM BEACH COUNTYPROGRAM SUPPORTPCBOCA RATON, FL, US$120,000
Paid GrantREPAIR THE WORLDPROGRAM SUPPORTPCNEW YORK, NY, US$75,000
Paid GrantBETH DAVID SYNAGOGUEPROGRAM SUPPORTPCGREENSBORO, NC, US$50,000
Paid GrantHILLEL INTERNATIONALPROGRAM SUPPORTPCWASHINGTON, DC, US$50,000
Paid GrantSO OTHERS MAY EATPROGRAM SUPPORTPCWASHINGTON, DC, US$50,000
Paid GrantROCKY MOUNTAIN ALLIANCE CHILDREN'S FOUNDATIONPROGRAM SUPPORTPCDENVER, CO, US$35,000
Paid GrantREADY FOR SCHOOL READY FOR LIFEPROGRAM SUPPORTPCGREENSBORO, NC, US$30,000
Paid GrantACTION GREENSBOROPROGRAM SUPPORTPCGREENSBORO, NC, US$25,000
Paid GrantBIRTHRIGHT ISRAEL FOUNDATIONPROGRAM SUPPORTPCNEW YORK, NY, US$25,000
Paid GrantCAMP RAMAH DAROMPROGRAM SUPPORTPCATLANTA, GA, US$25,000
Paid GrantFOUNDATION FOR JEWISH CAMPPROGRAM SUPPORTPCNEW YORK, NY, US$25,000
Paid GrantJEWISH FEDERATIONS OF NORTH AMERICAPROGRAM SUPPORTPCNEW YORK, NY, US$25,000
Paid GrantUNITED WAY OF GREATER GREENSBOROPROGRAM SUPPORTPCGREENSBORO, NC, US$25,000
Paid GrantUNIVERSITY OF MARYLAND TERRAPIN CLUBPROGRAM SUPPORTPCCOLLEGE PARK, MD, US$25,000
Paid GrantB'NAI SHALOM DAY SCHOOLPROGRAM SUPPORTPCGREENSBORO, NC, US$20,000
Paid GrantREUTH AMERICAN FRIENDSPROGRAM SUPPORTPCNEW YORK, NY, US$20,000
Paid GrantJEWISH ADOPTION AND FAMILY CARE OPTIONSPROGRAM SUPPORTPCFORT LAUDERDALE, FL, US$18,000
Paid GrantNC HILLELPROGRAM SUPPORTPCCHAPEL HILL, NC, US$10,000
Paid GrantJEWISH SOCIAL SERVICE AGENCYPROGRAM SUPPORTPCROCKVILLE, MD, US$8,500
Paid GrantAMERICAN JEWISH JOINT DISTRIBUTION COMMITTEEPROGRAM SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantBOCA MUSEUM OF THE ARTSPROGRAM SUPPORTPCBOCA RATON, FL, US$5,000
Paid GrantRECLIF COMMUNITYPROGRAM SUPPORTPCPEACHTREE CORNERS, GA, US$5,000
Paid GrantSCHOOLED FOR SUCCESS INCPROGRAM SUPPORTPCATLANTA, GA, US$5,000
Paid GrantAMERICAN TECHNION SOCIETYPROGRAM SUPPORTPCNEW YORK, NY, US$2,500
Paid GrantCOMMUNITY LEGAL SERVICES OF PRINCE GEORGE'S COUNTYPROGRAM SUPPORTPCGREENBELT, MD, US$1,000
Filing and Contact Details

Filer

Filer Name
Toleo Foundation
EIN
58-1496345
Phone
3362734425
Address
123 SOUTH ELM STREET, GREENSBORO, NC 27401

Signing Officer

Name
Randall Kaplan
Title
President
Phone
3362734425
Signed
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Bernard Robinson & Company Llp
Address
PO BOX 19608, GREENSBORO, NC 27419-9608
Preparer
Regina Petrangeli
Phone
3362944494
Raw XML AppendixShowing 400 of 754 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0231386
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt031389
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0262775
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0262775
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03575
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031389
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0925000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0925000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0231386
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0231386
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-715008
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03611447
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031389
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0209992
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt049208
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt049208
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0925000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt052783
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0977783
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0262775
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0262775
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt052783
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt052783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01462533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12117525
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-15336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-15336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01447197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12164250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031389
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-715008
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07201073
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07916081
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07201073
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0468255
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0468255
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0468255
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0471174
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02919
IRS990PF/DistributableAmountGrp/TotalTaxAmt02919
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01778
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04697
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02919
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01778
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02919
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02919
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04697
IRS990PF/FMVAssetsEOYAmt09891764
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07151240
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06174997
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08865688
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt07916081
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt07201073
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0764841
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01026076
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01026076
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07916081
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07201073
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt09891764
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07916081
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07201073
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07916081
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07201073
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt09566980
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0459143
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt09107837
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0143505
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0471174
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt09423475
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt09566980
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RANDALL KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LYN CHASEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SCOTT KAPLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0123 SOUTH ELM STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1123 SOUTH ELM STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2123 SOUTH ELM STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0925000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0925000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,201,073
Liabilities
$0
Net assets
$7,201,073
Revenue
$262,775
Expenses
$977,783
Net income
-$715,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$1.23$0.82$0.42
2023Detailed filing. Detailed filing data is available for this year.$7.20$0.00$7.20$0.26$0.98$0.72
2022Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.04$0.73$0.69
2021Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.54$0.65$0.11
2020Detailed filing. Detailed filing data is available for this year.$8.72$0.00$8.72$1.03$0.66$0.37
2019Summary only. Only limited summary data is available for this year.$8.35$0.00$0.47$0.58$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.01$0.01
2014Summary only. Only limited summary data is available for this year.$0.06$0.00$0.02$0.70$0.68
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.18$0.41$0.78
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.01$0.01$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$4.39