Civic Intelligence

The George and Ida Wood Blanton Endowment Trust

990PF • Fiscal year 2016 • EIN 58-1914208

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

Organization Profile
PO Box 168Shelby, NC 28151-0168

(704) 484-6233

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

91st percentile

45%

Higher net margin than 91% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

61st percentile

6.0%

Faster asset growth than 61% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

427%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$201,047

Up $11,413 (+6.0%) from 2015

Net Assets

Up

$201,047

Up $11,413 (+6.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin91st percentile

Revenue

Up

$25,132

Up $20,362 (+427%) from 2015

Expenses

Down

$13,719

Down $5,431 (-28%) from 2015

Net Income

Up

$11,413

Up $25,793 (+179%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$300K$200K$100K$0Assets 2010: $176,263Liabilities 2010: $0Net Assets 2010: $176,2632010Assets 2011: $182,821Liabilities 2011: $0Net Assets 2011: $182,8212011Assets 2012: $188,857Liabilities 2012: $0Net Assets 2012: $188,8572012Assets 2013: $199,698Liabilities 2013: $0Net Assets 2013: $199,6982013Assets 2014: $204,054Liabilities 2014: $0Net Assets 2014: $204,0542014Assets 2015: $189,634Liabilities 2015: $0Net Assets 2015: $189,6342015Assets 2016: $201,047Liabilities 2016: $0Net Assets 2016: $201,0472016Assets 2017: $189,057Liabilities 2017: $0Net Assets 2017: $189,0572017Assets 2018: $185,575Liabilities 2018: $0Net Assets 2018: $185,5752018Assets 2019: $191,508Liabilities 2019: $0Net Assets 2019: $191,5082019Assets 2020: $202,395Liabilities 2020: $0Net Assets 2020: $202,3952020Assets 2021: $215,704Liabilities 2021: $0Net Assets 2021: $215,7042021Assets 2022: $205,455Liabilities 2022: $0Net Assets 2022: $205,4552022Assets 2023: $200,576Liabilities 2023: $0Net Assets 2023: $200,5762023Assets 2024: $199,819Liabilities 2024: $0Net Assets 2024: $199,8192024

Highlighted filing

2016

Assets$201,047
Liabilities$0
Net Assets$201,047
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$40K$20K$0-$20KExpenses 2010: $7,4912010Expenses 2011: $8,0272011Expenses 2012: $10,9182012Revenue 2013: $24,069Expenses 2013: $13,335Net Income 2013: $10,7342013Revenue 2014: $17,803Expenses 2014: $13,447Net Income 2014: $4,3562014Revenue 2015: $4,770Expenses 2015: $19,150Net Income 2015: -$14,3802015Revenue 2016: $25,132Expenses 2016: $13,719Net Income 2016: $11,4132016Revenue 2017: $1,951Expenses 2017: $13,941Net Income 2017: -$11,9902017Revenue 2018: $21,889Expenses 2018: $25,371Net Income 2018: -$3,4822018Revenue 2019: $26,654Expenses 2019: $20,759Net Income 2019: $5,8952019Revenue 2020: $16,857Expenses 2020: $6,047Net Income 2020: $10,8102020Revenue 2021: $28,921Expenses 2021: $15,508Net Income 2021: $13,4132021Revenue 2022: $14,250Expenses 2022: $24,431Net Income 2022: -$10,1812022Revenue 2023: $21,332Expenses 2023: $26,075Net Income 2023: -$4,7432023Revenue 2024: $14,004Expenses 2024: $14,791Net Income 2024: -$7872024

Highlighted filing

2016

Revenue$25,132
Expenses$13,719
Net Income$11,413
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF THE OZARKSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The George and Ida Wood Blanton Endowment Trust
EIN
58-1914208
Address
PO BOX 168, SHELBY, NC 28151-0168

Signing Officer

Name
Bank of the Ozarks
Title
Trust Officer
Phone
7044846233
Signed
2017-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Craig Barry & Poston Pa
Address
PO BOX 446, Shelby, NC 28151
Preparer
Phillip W Poston CPA
Phone
7044875111
Raw XML Appendix363 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01135
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01135
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0GOLDMAN SACHS 5.625 1/15/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1GCB CRANE 2.75 12/15/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2JPM CHASE 6.125 6/27/17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BANK OF AMERICA 3.625 03/17/16
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4EBAY INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5RIO TINT 2.25 12/14/18
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6PLAINS EXP 6.125 06/15/19
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7AT&T INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8SCRIPPS NETWORKS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9JP MORGAN CHASE BANK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt010980
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt110136
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt217759
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt414435
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt50
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt65555
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt714835
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt810175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt910188
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt010012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt110125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt215329
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt414539
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt50
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt65113
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt714854
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt810142
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt99707
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt034083
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15037
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt520000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt610000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt79672
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES S&P SML CAP 600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES MID CAP 400 INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES CORE MSCI EAFE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES MSCI EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MUTUAL BOND FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7INTERNATIONAL ETFS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt047923
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt211739
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt519987
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt610376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt79463
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt02105
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03917
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt06022
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06022
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01135
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01135
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06074
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02260
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02260
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt02105
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02105
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02105
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011413
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt042073
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03969
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03969
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03969
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-942
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02679
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06074
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt010300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt06074
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt025132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03395
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt021261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc020000 BANK OF AMERICA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc112000 FFCB 189 BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210000 RIO TINTO FIN USA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-942
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011413
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0201047
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0189634
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0201047
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt042
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt045
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt072
IRS990PF/FMVAssetsEOYAmt0217050
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0189634
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0201047
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0114890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt094063
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt089821
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt057218
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt087219
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0107464
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05526
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019765
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019765
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0189634
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0201047
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0217050
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0189634
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0201047
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0189634
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0201047
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt012000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0207230
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013166
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0194064
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03108
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010206
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0204122
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0207230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF THE OZARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0106 S LAFAYETTE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SHELBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt06074
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt021974
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt05752
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt05189
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt04959
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt05163
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt018678
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt04889
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt04411
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt04215
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt01990-08-23
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt010300
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt045200
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt015000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt09600
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt010300
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt010300
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt045200
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt015000
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt09600
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt010300
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt06804
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt026731
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt06821
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt06769
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt06337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt010267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt015000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt09600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt010189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt08057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.07331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05359
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.033479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0204122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0204610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0203089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0190129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0183830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0161295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251478
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt010273
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010300
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt027
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010300
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0BANK OF THE OZARKS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0106 S LAFAYETTE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHELBY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028150
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07044846233
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DIRECT CONTRIBUTIONS IN CASH WERE MADE TO FRIENDS OF THE LIBRARY
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt010300
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUND PUBLIC LIBRARY PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FRIENDS OF THE LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0104 HOWIE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SHELBY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028150
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010300
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/ExcessDistributionCyovYr1Amt015000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09600
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034900
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt010300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09600
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt010300
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034900
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024600
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THAYER CHARITABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0CO MS MILLICENT S THAYER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LEVERETT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001054
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt020000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt024
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF THE OZARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07044846233
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GEORGE AND IDA WOOD BLANTON ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0581914208
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 168
ReturnHeader/Filer/USAddress/CityNm0SHELBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0281510168
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C3D8584B3B7BB132DF98E4C75CCA8BF15BB0D13C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C3D8584B3B7BB132DF98E4C75CCA8BF15BB0D13C
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05671642017311obryr24
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-11-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0142.54.42.114
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTm013:25:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561612071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRAIG BARRY & POSTON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 446
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shelby
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028151
ReturnHeader/PreparerPersonGrp/PhoneNum07044875111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PHILLIP W POSTON CPA
ReturnHeader/ReturnTs02017-10-31T16:59:21-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$201,047
Liabilities
$0
Net assets
$201,047
Revenue
$25,132
Expenses
$13,719
Net income
$11,413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.14$0.15$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.21$0.26$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.14$0.24$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.29$0.16$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.17$0.06$0.11
2019Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.27$0.21$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.22$0.25$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.02$0.14$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.25$0.14$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.05$0.19$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.18$0.13$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.24$0.13$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.07