Charles S & Charles S Mangum Jr Trust Fund 32 31927 00

990EZ • Fiscal year 2023 • EIN 58-6172347

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 27, 2024

Organization Profile

140 Friday Center Dr - Gift PlanniChapel Hill, NC 27517

(919) 962-2336

Siviq Scores

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

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

-50%

Higher net margin than 10% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

-1.1%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

-24%

Faster revenue growth than 22% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets58th percentile

Assets

Flat

$226,600

Flat from 2023

Net Assets

$226,600

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2023

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin10th percentile

Revenue

Flat

$5,309

Flat from 2023

Expenses

Flat

$7,937

Flat from 2023

Net Income

Flat

-$2,628

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2023

Assets$226,600

Liabilities$0

Net Assets$226,600

Open 2023 Filing

Operations Trend

Revenue Growth22nd percentile

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

Highlighted filing

2023

Revenue$5,309

Expenses$7,937

Net Income-$2,628

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Jun 27, 2024
Return Version: 2023v5.1
Gross Receipts: $15,137

Mission and Program Overview

Mission

The Charles Mangum Fund is a 501(c)(3) organization which supports the following organizations - School of Law of the University of NC at Chapel Hill and School of Medicine of the University of NC at Chapel Hill.

Program Services

Description	Grants	Expenses
UNC at Chapel Hill-School of Medicine Chapel Hill, NC 27514	$3,275	$3,275
UNC at Chapel Hill-School of Law Chapel Hill, NC 27514	$3,274	$3,274

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Elizabeth Ayers	Executive Director Of Gift Plan.	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Charles Mangum Fund
EIN: 58-6172347
Phone: 9199622336
Address: 140 FRIDAY CENTER DR - GIFT PLANNI, CHAPEL HILL, NC 27517

Signing Officer

Name: Michael Andreasen
Title: Vice Chancellor
Phone: 9199622336
Signed: 2024-06-27
Discuss with paid preparer: Yes

Preparer

Firm: Tiaa Kaspick LLC
Address: 203 REDWOOD SHORES PARKWAY STE 420, Redwood Shores, CA 94065
Preparer: Michael Haas Jd
Phone: 6505854100

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part V

“(a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?. No”

Form 990-EZ, Part V

“(b) Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?. No.”

Form 990-EZ, Part I, Line 10

“UNC Chapel Hill C/O Office of Gift Planning Chapel Hill NC 27514-0309 6549 0 0 0 0 0 0 0 0”

Form 990-EZ, Part I, Line 16

“Other Allocable Expense-Principal 258 Other Allocable Expense-Income 258 Trustee/Executor Fees-Principal (al 154 Trustee/Executor Fees-Income (alloc 154 Investmnt Mngmnt Fees (non-deductib 564”

Raw XML Appendix216 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/AddressChangeInd	0	X
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	TIAA Kaspick LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	6505854100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	203 Redwood Shores Parkway S 420
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Redwood Shores
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	94065
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	229228
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	226600
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	9828
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-2628
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	229228
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	226600
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	-1766
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	6549
IRS990EZ/GrossReceiptsAmt	0	15137
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	7075
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	229228
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	226600
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	229228
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	226600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	Elizabeth Ayers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Executive Director of Gift Plan.
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	1388
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	The Charles Mangum Fund is a 501(c)(3) organization which supports the following organizations - School of Law of the University of NC at Chapel Hill and School of Medicine of the University of NC at Chapel Hill.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	UNC at Chapel Hill-School of Law Chapel Hill, NC 27514
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	UNC at Chapel Hill-School of Medicine Chapel Hill, NC 27514
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	3274
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	3275
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	3274
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	3275
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	8062
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	7937
IRS990EZ/TotalProgramServiceExpensesAmt	0	6549
IRS990EZ/TotalRevenueAmt	0	5309
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt	0	5309
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt	0	6950
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt	0	5309
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt	0	6950
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt	0	1389
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt	0	1848
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt	0	0
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt	0	3920
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt	0	5102
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt	0	5102
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt	0	4337
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt	0	4337
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt	0	0
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt	0	4337
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt	0	4337
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt	0	4337
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt	0	6589
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt	0	6589
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt	0	14089
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt	0	3389
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt	0	6315
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt	0	8722
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt	0	20678
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt	0	6589
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt	0	3389
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt	0	6315
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt	0	4385
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt	0	0
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt	0	18426
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt	0	4337
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt	0	0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt	0	6589
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt	0	0
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt	0	6589
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt	0	0
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt	0	0
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd	0	true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd	0	false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd	0	false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd	0	true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd	0	true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd	0	true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt	0	Because of the close and continuous working relationship as explained in Part IV,Section D, Line 2, the supported organizations have a significant voice in the supporting organization's investment policies, grants and other use of income or assets, as the supporting and supported organizations are essentially the same University of North Carolina at Chapel Hill school system
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc	0	Part IV, Section D, Line 3.Role The Organization's Supported
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt	0	0
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt	0	0
IRS990ScheduleA/OtherSupportSumAmt	0	0
IRS990ScheduleA/SupportedOrganizationsCnt	0	2
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	2
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	566001393
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	1	566001393
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	1	true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	0	2
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd	1	2
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	0	0
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt	1	0
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	3275
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	1	3274
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	0	UNC at Chapel Hill-School of Medicine
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt	1	UNC at Chapel Hill-School of Law
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3NonFuncInd	0	X
IRS990ScheduleA/SupportSumAmt	0	6549
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	(a) Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?. No
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	(b) Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?. No.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	UNC Chapel Hill C/O Office of Gift Planning Chapel Hill NC 27514-0309 6549 0 0 0 0 0 0 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Other Allocable Expense-Principal 258 Other Allocable Expense-Income 258 Trustee/Executor Fees-Principal (al 154 Trustee/Executor Fees-Income (alloc 154 Investmnt Mngmnt Fees (non-deductib 564
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part V
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MICHAEL ANDREASEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Vice Chancellor
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9199622336
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2024-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	CHARLES MANGUM FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	MANG
ReturnHeader/Filer/EIN	0	586172347
ReturnHeader/Filer/PhoneNum	0	9199622336
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	140 FRIDAY CENTER DR - GIFT PLANNI
ReturnHeader/Filer/USAddress/CityNm	0	CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27517
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	205631854
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	TIAA KASPICK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	203 REDWOOD SHORES PARKWAY STE 420
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Redwood Shores
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94065
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6505854100
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2024-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL HAAS JD
ReturnHeader/ReturnTs	0	2024-07-16T13:01:14-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2023-01-01
ReturnHeader/TaxPeriodEndDt	0	2023-12-31
ReturnHeader/TaxYr	0	2023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $226,600
Liabilities: $0
Net assets: $226,600
Revenue: $5,309
Expenses: $7,937
Net income: -$2,628

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.24	$0.00	$2.24	$0.07	$0.10	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$2.27	$0.00	$2.27	$0.05	$0.08	$0.03
2023Summary only. Only limited summary data is available for this year.	$2.27	$0.00		$0.05	$0.08	$0.03
2022Detailed filing. Detailed filing data is available for this year.	$2.29	$0.00	$2.29	$0.07	$0.05	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$2.28	$0.00	$2.28	$0.05	$0.08	$0.04
2020Detailed filing. Detailed filing data is available for this year.	$2.31	$0.00	$2.31	$0.09	$0.11	$0.01
2019Summary only. Only limited summary data is available for this year.	$2.32	$0.00		$0.09	$0.08	$0.01
2018Summary only. Only limited summary data is available for this year.	$2.31	$0.00		$0.06	$0.07	$0.01
2017Summary only. Only limited summary data is available for this year.	$2.33	$0.00		$0.06	$0.05	$0.00
2016Summary only. Only limited summary data is available for this year.	$2.32	$0.00		$0.05	$0.11	$0.07
2015Summary only. Only limited summary data is available for this year.	$2.38	$0.00		$0.14	$0.12	$0.01
2014Summary only. Only limited summary data is available for this year.	$2.36	$0.00		$0.13	$0.07	$0.07
2013Summary only. Only limited summary data is available for this year.	$2.30	$0.00		$0.08	$0.14	$0.06
2012Summary only. Only limited summary data is available for this year.	$2.36	$0.00		$0.15	$0.06	$0.08
2011Summary only. Only limited summary data is available for this year.	$1.87	$0.00	$1.87	$0.45	$0.16	$0.29
2010Summary only. Only limited summary data is available for this year.	$1.90	$0.00	$1.90	$0.04	$0.11	$0.07