Civic Intelligence

Susan and Charles Shanor Charitale Trust

990PF • Fiscal year 2018 • EIN 58-6332876

Jul 01, 2017 to Jun 30, 2018 • Filed on May 03, 2019

Organization Profile
92 West Paces Ferry Road NW 7019Atlanta, GA 30305

(678) 553-3156

Siviq Scores

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

Liabilities / Assets

90th percentile

0.10x

Higher debt load relative to assets than 90% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

97th percentile

2.14x

Higher debt load relative to revenue than 97% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Net Margin

32nd percentile

-23%

Higher net margin than 32% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2018 filings • NTEE T • $1M-$5M nonprofits • Source year 2018

Asset Growth

78th percentile

8.9%

Faster asset growth than 78% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

61%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$3,040,030

Up $248,494 (+8.9%) from 2017

Net Assets

Down

$2,737,970

Down $32,376 (-1.2%) from 2017

Liabilities

Up

$302,060

Up $280,870 (+1325%) from 2017

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin32nd percentile

Revenue

Up

$141,186

Up $53,505 (+61%) from 2017

Expenses

Up

$173,562

Up $16,543 (+11%) from 2017

Net Income

Up

-$32,376

Up $36,962 (+53%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,693,733Liabilities 2012: $02012Assets 2013: $2,755,423Liabilities 2013: $02013Assets 2014: $2,646,769Liabilities 2014: $02014Assets 2015: $2,861,810Liabilities 2015: $0Net Assets 2015: $2,861,8102015Assets 2016: $3,055,677Liabilities 2016: $215,993Net Assets 2016: $2,839,6842016Assets 2017: $2,791,536Liabilities 2017: $21,190Net Assets 2017: $2,770,3462017Assets 2018: $3,040,030Liabilities 2018: $302,060Net Assets 2018: $2,737,9702018Assets 2019: $3,627,464Liabilities 2019: $890,295Net Assets 2019: $2,737,1692019Assets 2020: $4,063,379Liabilities 2020: $1,114,674Net Assets 2020: $2,948,7052020Assets 2021: $4,287,673Liabilities 2021: $0Net Assets 2021: $4,287,6732021Assets 2022: $3,754,804Liabilities 2022: $0Net Assets 2022: $3,754,8042022Assets 2023: $3,480,173Liabilities 2023: $0Net Assets 2023: $3,480,1732023Assets 2024: $3,746,345Liabilities 2024: $0Net Assets 2024: $3,746,3452024

Highlighted filing

2018

Assets$3,040,030
Liabilities$302,060
Net Assets$2,737,970
Open 2018 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $91,847Expenses 2012: $5,400Net Income 2012: $86,4472012Revenue 2013: $122,404Expenses 2013: $60,714Net Income 2013: $61,6902013Revenue 2014: $201,593Expenses 2014: $310,247Net Income 2014: -$108,6542014Revenue 2015: $320,973Expenses 2015: $105,932Net Income 2015: $215,0412015Revenue 2016: $138,597Expenses 2016: $160,723Net Income 2016: -$22,1262016Revenue 2017: $87,681Expenses 2017: $157,019Net Income 2017: -$69,3382017Revenue 2018: $141,186Expenses 2018: $173,562Net Income 2018: -$32,3762018Revenue 2019: $175,187Expenses 2019: $175,988Net Income 2019: -$8012019Revenue 2020: $563,608Expenses 2020: $352,072Net Income 2020: $211,5362020Revenue 2021: $1,171,173Expenses 2021: $137,735Net Income 2021: $1,033,4382021Revenue 2022: -$64,570Expenses 2022: $433,631Net Income 2022: -$498,2012022Revenue 2023: -$335,861Expenses 2023: $90,713Net Income 2023: -$426,5742023Revenue 2024: $509,583Expenses 2024: $243,416Net Income 2024: $266,1672024

Highlighted filing

2018

Revenue$141,186
Expenses$173,562
Net Income-$32,376
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 3, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN MCRAE SHANORTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Susan and Charles Shanor Charitale Trust
EIN
58-6332876
Phone
6785533156
Address
92 WEST PACES FERRY ROAD NW 7019, ATLANTA, GA 30305

Signing Officer

Name
Susan Shanor
Title
Trustee
Phone
4046951294
Signed
2019-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Stephen M Berman & Associates LLC
Address
3475 LENOX ROAD NE SUITE 950, ATLANTA, GA 30326-1232
Preparer
Kevin Lucier
Phone
4042622181
Raw XML AppendixShowing 400 of 580 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt020000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt331990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt46990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5116973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt685250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt79990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt85000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt99990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1039990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1127990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1212490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1397269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1418990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt157990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1640490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1750358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ARTISAN MIDCAP VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HARBOR SMALL CAP GR OPP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BRANDYWINE GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CARILLON REAMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CARILLON REAMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ARTISAN MIDCAP VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ARTISAN MIDCAP VALUE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7AMG TIMESSQUARE MID CAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ARTISAN INTL VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9HARBOR SMALL CAP GR OPP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VANGUARD 500 INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BRANDYWINE GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CARILLON REAMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CARILLON REAMS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14VANGUARD 500 INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15VANGUARD HEALTHCARE FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16BRANDYWINE GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt097520
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-32376
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02737970
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02770346
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02737970
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0149300
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0149300
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0149300
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0150386
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01086
IRS990PF/DistributableAmountGrp/TotalTaxAmt01086
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01086
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01086
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01086
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01091
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt03515495
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02646769
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02646769
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02776353
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03025169
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03500634
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt021190
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0302060
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0123577
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt091201
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015183
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014861
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014861
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02791536
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03040030
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03515495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt021190
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0302060
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02791536
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03040030
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02770346
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02737970
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03053531
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt034037
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01721782
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt045803
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01297712
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0150386
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03007728
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03053531
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSAN MCRAE SHANOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt092 WEST PACES FERRY ROAD NW 7019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0124866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0125952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt081014
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0101023
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt088184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0299164
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt056015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.035557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.027568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.089433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.018782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03007728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02278450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02788044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03198773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03345137
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02982309
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0141006
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.207574
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0139920
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0141006
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01086
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0141006
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt14
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt27
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt38
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL INVESTMENT INCOME APPLIED TO CHARITABLE DISTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1ALL INVESTMENT INCOME APPLIED TO CHARITABLE DISTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2ALL INVESTMENT INCOME APPLIED TO CHARITABLE DISTRIBUTIONS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3ALL INVESTMENT INCOME APPLIED TO CHARITABLE DISTRIBUTIONS
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

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,040,030
Liabilities
$302,060
Net assets
$2,737,970
Revenue
$141,186
Expenses
$173,562
Net income
-$32,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.51$0.24$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.34$0.09$0.43
2022Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.06$0.43$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.00$4.29$1.17$0.14$1.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$1.11$2.95$0.56$0.35$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$0.89$2.74$0.18$0.18$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.04$0.30$2.74$0.14$0.17$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.02$2.77$0.09$0.16$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.22$2.84$0.14$0.16$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.32$0.11$0.22
2014Summary only. Only limited summary data is available for this year.$2.65$0.00$0.20$0.31$0.11
2013Summary only. Only limited summary data is available for this year.$2.76$0.00$0.12$0.06$0.06
2012Summary only. Only limited summary data is available for this year.$2.69$0.00$0.09$0.01$0.09