Civic Intelligence

Doctor Grover C Dale Chartitable Trust

990 • Fiscal year 2013 • EIN 58-1792143

Jan 01, 2013 to Dec 31, 2013 • Filed on May 28, 2014

Organization ProfileN/A
PO Box 6506Raleigh, NC 27628-6506

(919) 787-2021

Siviq Scores

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

Liabilities / Assets

31st percentile

0.03x

Higher debt load relative to assets than 31% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

88th percentile

1.81x

Higher debt load relative to revenue than 88% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

3rd percentile

-102%

Higher net margin than 3% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

86th percentile

26%

Faster asset growth than 86% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,642,225

Up $340,735 (+26%) from 2012

Net Assets

Up

$1,600,996

Up $339,512 (+27%) from 2012

Liabilities

Up

$41,229

Up $1,223 (+3.1%) from 2012

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin3rd percentile

Revenue

$22,751

No earlier filing loaded for comparison.

Expenses

Up

$45,869

Up $6,163 (+16%) from 2012

Net Income

-$23,118

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,219,286Liabilities 2010: $36,019Net Assets 2010: $1,183,2672010Assets 2011: $1,189,052Liabilities 2011: $38,288Net Assets 2011: $1,150,7642011Assets 2012: $1,301,490Liabilities 2012: $40,006Net Assets 2012: $1,261,4842012Assets 2013: $1,642,225Liabilities 2013: $41,229Net Assets 2013: $1,600,9962013Assets 2014: $1,745,130Liabilities 2014: $46,833Net Assets 2014: $1,698,2972014Assets 2015: $1,708,974Liabilities 2015: $50,922Net Assets 2015: $1,658,0522015Assets 2016: $1,793,755Liabilities 2016: $52,442Net Assets 2016: $1,741,3132016Assets 2017: $2,073,608Liabilities 2017: $57,122Net Assets 2017: $2,016,4862017Assets 2018: $1,799,250Liabilities 2018: $58,015Net Assets 2018: $1,741,2352018Assets 2019: $2,275,964Liabilities 2019: $62,837Net Assets 2019: $2,213,1272019Assets 2020: $2,509,030Liabilities 2020: $67,692Net Assets 2020: $2,441,3382020Assets 2021: $2,882,210Liabilities 2021: $78,622Net Assets 2021: $2,803,5882021Assets 2022: $2,297,830Liabilities 2022: $76,821Net Assets 2022: $2,221,0092022Assets 2023: $2,631,876Liabilities 2023: $78,028Net Assets 2023: $2,553,8482023Assets 2024: $3,000,800Liabilities 2024: $78,028Net Assets 2024: $2,922,7722024

Highlighted filing

2013

Assets$1,642,225
Liabilities$41,229
Net Assets$1,600,996
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50K-$100KExpenses 2010: $36,0192010Expenses 2011: $38,2882011Expenses 2012: $39,7062012Revenue 2013: $22,751Expenses 2013: $45,869Net Income 2013: -$23,1182013Revenue 2014: $20,162Expenses 2014: $51,708Net Income 2014: -$31,5462014Revenue 2015: $17,938Expenses 2015: $56,102Net Income 2015: -$38,1642015Revenue 2016: $20,166Expenses 2016: $57,660Net Income 2016: -$37,4942016Revenue 2017: $22,004Expenses 2017: $60,122Net Income 2017: -$38,1182017Revenue 2018: $28,649Expenses 2018: $61,015Net Income 2018: -$32,3662018Revenue 2019: $30,452Expenses 2019: $65,838Net Income 2019: -$35,3862019Revenue 2020: $26,123Expenses 2020: $70,692Net Income 2020: -$44,5692020Revenue 2021: $27,764Expenses 2021: $81,621Net Income 2021: -$53,8572021Revenue 2022: $25,993Expenses 2022: $80,570Net Income 2022: -$54,5772022Revenue 2023: $23,444Expenses 2023: $83,028Net Income 2023: -$59,5842023Revenue 2024: $39,450Expenses 2024: $94,863Net Income 2024: -$55,4132024

Highlighted filing

2013

Revenue$22,751
Expenses$45,869
Net Income-$23,118
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 28, 2014
Return Version
2013v3.0
Gross Receipts
$22,751
Mission and Program Overview

Mission

To provide support for the masonic home for children at oxford and the masonic and eastern star home.

To provide support for the masonic home for children at oxford and the masonic and eastern star home of north carolina.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,299,317$1,640,092▲ $340,775
Cash and Non-Interest-Bearing Accounts$2,173$2,133▼ $40
Total Assets$1,301,490$1,642,225▲ $340,735
Liabilities
Other Liabilities$37,006$41,229▲ $4,223
Accounts Payable and Accrued Expenses$3,000--
Total Liabilities$40,006$41,229▲ $1,223
Net Assets / Fund Balance
Temporarily Rstr Net Assets$954,650$1,294,162▲ $339,512
Permanently Rstr Net Assets$306,834$306,834→ $0
Total Net Assets Fund Balance$1,261,484$1,600,996▲ $339,512
Total Liabilities and Net Assets / Fund Balance$1,301,490$1,642,225▲ $340,735
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Leonard Y SafritPresident
Bob GreshamVice President
David B WilsonDirector
James G MartinDirector
Mike FaulkenburyDirector
Willaim G MathisDirector
T Walton Clapp IiiSecretary
Lewis R LedfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$22,751
Other Revenue
$0
Change in Net Assets
$-23,118

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,751
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$362,630
Total Revenue per Audited Statements
$385,381
Total Revenue per Form 990
$22,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,229
Other Expenses$4,640
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,229--$41,229
Fees for Services Accounting-$4,640-$4,640
Total Functional Expenses$41,229$4,640$0$45,869

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$45,869
Total Expenses per Audited Statements$45,869
Total Expenses per Form 990$45,869
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-0603924-501(c)(3)Supported Organization$37,106
56-0529956-501(c)(3)Supported Organization$4,123
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Beneficiaries$41,229
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The organization provides a copy of the form 990 to its board of directors prior to the return being filed.”

Form 990, Part VI, Section B, Line 12C

“The organization has a writeen conflict of interest policy and requires its board of directors and key employees to disclose annually that they are in compliance with this policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
58-1792143
Phone
9197872021

Signing Officer

Name
T Walton Clapp Iii
Title
Secretary
Phone
9197872021
Signed
2014-05-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
T Walton Clapp Iii
Formed
1987
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Preparer
Ronald R Kuyath
Phone
3362944494
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“It is the trust's policy to evaluate all tax positions to identify those that may be considered uncertain. All identified material tax positions are assessed and measured by a "more-likely-than-not" threshold to determine if the tax position is uncertain and what, if any, the effect of the uncertain tax position may have on the financial statements. No material uncertain tax position were identified during 2013 and 2012.”

Raw XML Appendix397 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPORT FOR THE MASONIC HOME FOR CHILDREN AT OXFORD AND THE MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0T WALTON CLAPP III
IRS990/BooksInCareOfDetail/PhoneNum09197872021
IRS990/BooksInCareOfDetail/USAddress/AddressLine102921 GLENWOOD AVENUE
IRS990/BooksInCareOfDetail/USAddress/City0RALEIGH
IRS990/BooksInCareOfDetail/USAddress/State0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCode027628
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt02173
IRS990/CashNonInterestBearingGrp/EOYAmt02133
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt041229
IRS990/CYInvestmentIncomeAmt022751
IRS990/CYOtherExpensesAmt04640
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-23118
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt045869
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022751
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED SUPPORT FOR THE MASONIC HOME FOR CHILDREN AT OXFORD AND THE MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt041229
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04640
IRS990/FeesForServicesAccountingGrp/TotalAmt04640
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LEONARD Y SAFRIT
IRS990/Form990PartVIISectionAGrp/PersonNm1BOB GRESHAM
IRS990/Form990PartVIISectionAGrp/PersonNm2LEWIS R LEDFORD
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE FAULKENBURY
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES G MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLAIM G MATHIS
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID B WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm7T WALTON CLAPP III
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt041229
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt041229
IRS990/GrantsToDomesticOrgsGrp/TotalAmt041229
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt022751
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt022751
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022751
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01299317
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01640092
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SUPPORT FOR THE MASONIC HOME FOR CHILDREN AT OXFORD AND THE MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01261484
IRS990/NetAssetsOrFundBalancesEOYAmt01600996
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0362630
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt037006
IRS990/OtherLiabilitiesGrp/EOYAmt041229
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0306834
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0306834
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0T WALTON CLAPP III
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt037006
IRS990/PYInvestmentIncomeAmt060868
IRS990/PYOtherExpensesAmt02700
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt021162
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt039706
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt060868
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-23118
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560603924
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1560529956
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc17
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt037106
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt14123
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10THE MASONIC HOME FOR CHILDREN AT OXFORD
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11MASONIC AND EASTERN STAR HOME OF NC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd11
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt041229
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt045869
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0362630
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt041229
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BENEFICIARIES
IRS990ScheduleD/RevenueNotReportedAmt0362630
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt022751
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IT IS THE TRUST'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY THOSE THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITION WERE IDENTIFIED DURING 2013 AND 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt045869
IRS990ScheduleD/TotalLiabilityAmt041229
IRS990ScheduleD/TotalRevenuePerForm990Amt022751
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0385381
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt045869
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt037106
IRS990ScheduleI/RecipientTable/CashGrantAmt14123
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTED ORGANIZATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORTED ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10THE MASONIC HOME FOR CHILDREN AT OXFORD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA INC
IRS990ScheduleI/RecipientTable/RecipientEIN0560603924
IRS990ScheduleI/RecipientTable/RecipientEIN1560529956
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10600 COLLEGE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11700 S HOLDEN ROAD
IRS990ScheduleI/RecipientTable/USAddress/City0OXFORD
IRS990ScheduleI/RecipientTable/USAddress/City1GREENSBORO
IRS990ScheduleI/RecipientTable/USAddress/State0NC
IRS990ScheduleI/RecipientTable/USAddress/State1NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode027565
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode127407
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION OBTAINS FINANCIAL REPORTS AND OTHER INFORMATION TO CONFIRM THAT THE GRANT PURPOSES WERE ACHIEVED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A COPY OF THE FORM 990 TO ITS BOARD OF DIRECTORS PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A WRITEEN CONFLICT OF INTEREST POLICY AND REQUIRES ITS BOARD OF DIRECTORS AND KEY EMPLOYEES TO DISCLOSE ANNUALLY THAT THEY ARE IN COMPLIANCE WITH THIS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10THE MASONIC HOME FOR CHILDREN AT OXFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11MASONIC AND EASTERN STAR HOME OF NORTH CAROLINA INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0560603924
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1560529956
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE FOOD, HOUSING, AND SUPPORT FOR RESIDENT CHILDREN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1RETIREMENT COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10600 COLLEGE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11700 S HOLDEN ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0OXFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1GREENSBORO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode027565
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode127407
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0954650
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01294162
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01301490
IRS990/TotalAssetsEOYAmt01642225
IRS990/TotalAssetsGrp/BOYAmt01301490
IRS990/TotalAssetsGrp/EOYAmt01642225
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04640
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041229
IRS990/TotalFunctionalExpensesGrp/TotalAmt045869
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt040006
IRS990/TotalLiabilitiesEOYAmt041229
IRS990/TotalLiabilitiesGrp/BOYAmt040006
IRS990/TotalLiabilitiesGrp/EOYAmt041229
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01261484
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01600996
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt041229
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt022751
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt022751
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01301490
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01642225
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO BOX 6506
IRS990/USAddress/City0RALEIGH
IRS990/USAddress/State0NC
IRS990/USAddress/ZIPCode0276286506
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0T WALTON CLAPP III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09197872021
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10DR GROVER C DALE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DOCT
ReturnHeader/Filer/EIN0581792143
ReturnHeader/Filer/PhoneNum09197872021
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 6506
ReturnHeader/Filer/USAddress/City0RALEIGH
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode0276286506
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560571159
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BERNARD ROBINSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 19608
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0274199608
ReturnHeader/PreparerPersonGrp/PhoneNum03362944494
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD R KUYATH
ReturnHeader/ReturnTs02014-06-02T13:08:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,642,225
Liabilities
$41,229
Net assets
$1,600,996
Revenue
$22,751
Expenses
$45,869
Net income
-$23,118
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.00$0.08$2.92$0.04$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.08$2.55$0.02$0.08$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.30$0.08$2.22$0.03$0.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.08$2.80$0.03$0.08$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.07$2.44$0.03$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.06$2.21$0.03$0.07$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.06$1.74$0.03$0.06$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.07$0.06$2.02$0.02$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.79$0.05$1.74$0.02$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.71$0.05$1.66$0.02$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.05$1.70$0.02$0.05$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.04$1.60$0.02$0.05$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.04$1.26$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.04$1.15$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.04$1.18$0.04