Civic Intelligence

Parker Poe Charitable Trust

990PF • Fiscal year 2024 • EIN 59-6968647

Apr 01, 2023 to Mar 31, 2024 • Filed on Apr 29, 2025

PO Box 1116Thomasville, GA 31799

(229) 226-0075

Siviq Scores

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

Liabilities / Assets

45th percentile

0.06x

Higher debt load relative to assets than 45% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

2.54x

Higher debt load relative to revenue than 92% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

2nd percentile

-192%

Higher net margin than 2% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

52nd percentile

4.9%

Faster asset growth than 52% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$17,577,232

Up $824,794 (+4.9%) from 2023

Net Assets

Up

$16,545,055

Up $478,621 (+3.0%) from 2023

Liabilities

Up

$1,032,177

Up $346,173 (+50%) from 2023

Revenue

Down

$406,129

Down $278,605 (-41%) from 2023

Expenses

Down

$1,184,918

Down $67,344 (-5.4%) from 2023

Net Income

Down

-$778,789

Down $211,261 (-37%) from 2023

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $7,581,664Liabilities 2011: $0Net Assets 2011: $7,581,6642011Assets 2012: $7,365,994Liabilities 2012: $0Net Assets 2012: $7,365,9942012Assets 2013: $7,233,214Liabilities 2013: $0Net Assets 2013: $7,233,2142013Assets 2014: $7,903,746Liabilities 2014: $0Net Assets 2014: $7,903,7462014Assets 2015: $7,681,451Liabilities 2015: $0Net Assets 2015: $7,681,4512015Assets 2016: $7,186,000Liabilities 2016: $0Net Assets 2016: $7,186,0002016Assets 2017: $12,630,817Liabilities 2017: $586,304Net Assets 2017: $12,044,5132017Assets 2018: $13,320,662Liabilities 2018: $885,533Net Assets 2018: $12,435,1292018Assets 2019: $13,176,784Liabilities 2019: $421,038Net Assets 2019: $12,755,7462019Assets 2020: $12,843,278Liabilities 2020: $442,544Net Assets 2020: $12,400,7342020Assets 2021: $18,229,398Liabilities 2021: $250,393Net Assets 2021: $17,979,0052021Assets 2022: $18,973,041Liabilities 2022: $198,028Net Assets 2022: $18,775,0132022Assets 2023: $16,752,438Liabilities 2023: $686,004Net Assets 2023: $16,066,4342023Assets 2024: $17,577,232Liabilities 2024: $1,032,177Net Assets 2024: $16,545,0552024Assets 2025: $19,237,177Liabilities 2025: $1,032,177Net Assets 2025: $18,205,0002025

Highlighted filing

2024

Assets$17,577,232
Liabilities$1,032,177
Net Assets$16,545,055

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $572,8402011Expenses 2012: $552,5972012Expenses 2013: $715,3172013Revenue 2014: $1,326,524Expenses 2014: $655,992Net Income 2014: $670,5322014Revenue 2015: $598,011Expenses 2015: $820,306Net Income 2015: -$222,2952015Revenue 2016: $195,865Expenses 2016: $691,316Net Income 2016: -$495,4512016Revenue 2017: $497,372Expenses 2017: $613,112Net Income 2017: -$115,7402017Revenue 2018: $447,744Expenses 2018: $683,853Net Income 2018: -$236,1092018Revenue 2019: $771,116Expenses 2019: $758,417Net Income 2019: $12,6992019Revenue 2020: $1,007,864Expenses 2020: $845,130Net Income 2020: $162,7342020Revenue 2021: $634,395Expenses 2021: $834,571Net Income 2021: -$200,1762021Revenue 2022: $766,069Expenses 2022: $829,875Net Income 2022: -$63,8062022Revenue 2023: $684,734Expenses 2023: $1,252,262Net Income 2023: -$567,5282023Revenue 2024: $406,129Expenses 2024: $1,184,918Net Income 2024: -$778,7892024Revenue 2025: $506,973Expenses 2025: $1,159,075Net Income 2025: -$652,1022025

Highlighted filing

2024

Revenue$406,129
Expenses$1,184,918
Net Income-$778,789
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Apr 29, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
M H ALLENTrusteePT$0--
NANCY STAHLTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPEBBLE HILL FOUNDATION INCMUSEUM OF THE DOG ART TRANSPORT/EXHIBITION EXPENSE, POLO MATCH, LIVE OAK DINNER, CAPITAL IMPROVEMENTS, AND HOWARD ZAR CONSULTANT EXPENSES-THOMASVILLE, GA, US$153,207
Paid GrantTHOMASVILLE CULTURAL CENTERGENERAL OPERATING AND WILDLIFE ARTS FESTIVAL-THOMASVILLE, GA, US$110,000
Paid GrantT L SPENCE JR VETERANS MUSEUMVETERANS MUSEUM-THOMASVILLE, GA, US$75,000
Paid GrantMILLBROOK SCHOOLANTHONY HOUSE AND ANTHONY HOUSE PAINTINGS-MILLBROOK, NY, US$61,500
Paid GrantJACK HADLEY BLACK HISTORY MEMORABILIAGENERAL OPERATING AND JACK HARDLEY YARDS-THOMASVILLE, GA, US$55,750
Paid GrantMILLBROOK COMMUNITY PARTNERSHIP INCTHORNE BUILDING-MILLBROOK, NY, US$50,000
Paid GrantTHOMAS UNIVERSITYGENERAL OPERATING-THOMASVILLE, GA, US$50,000
Paid GrantTHOMASVILLE ENTERTAINMENT FOUNDATIONGENERAL OPERATING AND TEF FAMILY SERIES/JANICE FAIRCLOTH-THOMASVILLE, GA, US$35,000
Paid GrantTALL TIMBERS RESEARCH INCTURKEY INVITATIONAL, RED HILL SPRING DINNER, KATE IRELAND AUCTION, FALL FIELD DAY EVENT-TALLAHASSEE, FL, US$30,500
Paid GrantTHOMASVILLE LANDMARKS INCPINEY GROVE CHURCH, LANDMARKS PINIC, LIVE OAK, DERBY PARTY, AND CHURCH OF THE GOOD SHEPERD-THOMASVILLE, GA, US$30,000
Paid GrantNATIONAL SPORTING LIBRARY INCPLEDGE GRANT-MIDDLEBURG, VA, US$25,000
Paid GrantMILLBROOK HORSE TRIALS INCGENERAL OPERATING-MILLBROOK, NY, US$15,000
Paid GrantDUTCHESS LAND CONSERVANCY INCGENERAL OPERATING AND 2024 SPRING BARN DANCE-MILLBROOK, NY, US$12,500
Paid GrantMETROPOLITAN MUSEUM OF ARTGENERAL OPERATING-NEW YORK, NY, US$12,000
Paid GrantARCHBOLD FOUNDATIONSCHOLARSHIP FOR NURSE TRAINING-THOMASVILLE, GA, US$10,000
Paid GrantABRAHAM BALDWIN AGRICULTURAL COLLEGELANE GREEN SCHOLARSHIP-TIFTON, GA, US$10,000
Paid GrantCHOATE ROSEMARY HALL FOUNDATION INCWILLIAM E. IRELAND '65 MEMORIAL SCHOLARSHIP-WALLINGFORD, CT, US$10,000
Paid GrantMAINE COAST HERITAGE TRUSTGENERAL OPERATING-TOPSHAM, ME, US$10,000
Paid GrantNORTH FLORIDA COMMUNITY COLLEGE FOUNDATION INCPARKER POE SCHOLARSHIP FUND-MADISON, FL, US$10,000
Paid GrantTALLAHASSEE MUSEUM OF HISTORY AND NATURAL SCIENCEGENERAL OPERATING-TALLAHASSEE, FL, US$10,000
Paid GrantTHOMASVILLE-THOMAS COUNTY HUMANE SOCIETYGENERAL OPERATING-THOMASVILLE, GA, US$10,000
Paid GrantCRISP ACADEMYSARAIN HARDEGREE SPIRES MEMORIAL FUND-CORDELE, GA, US$10,000
Paid GrantTHE TREEHOUSE CHILDREN'S ADVOCACY CENTERGENERAL OPERATING-THOMASVILLE, GA, US$10,000
Paid GrantLIVE OAK HOUNDS PONY CLUBGENERAL OPERATING-LEXINGTON, KY, US$8,000
Paid GrantGEORGIA SOUTHERN UNIVERSITY FOUNDATIONSCHOLARSHIP-STATESBORO, GA, US$5,000
Paid GrantHANDS & HEARTS FOR HORSESGENERAL OPERATING-THOMASVILLE, GA, US$5,000
Paid GrantLAWSON NEEL MEDBANK INCGENERAL OPERATING-THOMASVILLE, GA, US$5,000
Paid GrantSOUTH GEORGIA BALLETGENERAL OPERATING-THOMASVILLE, GA, US$5,000
Paid GrantTHOMAS COUNTY FOOD BANK AND OUTREACH CENTDICEY'S COATS-THOMASVILLE, GA, US$5,000
Paid GrantTHOMAS COUNTY HISTORICAL SOCIETYGENERAL OPERATING-THOMASVILLE, GA, US$5,000
Paid GrantTHOMAS COUNTY YOUTH CAMP INCGENERAL OPERATING-THOMASVILLE, GA, US$5,000
Paid GrantJOSHUA'S PROMISEGENERAL OPERATING-STUART, FL, US$5,000
Paid GrantTHOMASVILLE GARDEN CLUBGENERAL OPERATING-THOMASVILLE, GA, US$3,000
Paid GrantBERKSHIRE TACONIC COMMUNITY FDTNGENERAL OPERATING-SHEFFIELD, MA, US$2,500
Paid GrantFRIENDS OF WETHERSFIELD INCGARDEN LUNCHEON-AMENIA, NY, US$2,000
Paid GrantWOODMERE ART MUSEUMTHE PARTY-PHILADELPHIA, PA, US$1,000
Filing and Contact Details

Filer

Filer Name
Parker Poe Charitable Trust
EIN
59-6968647
Phone
2292260075
Address
PO BOX 1116, THOMASVILLE, GA 31799

Signing Officer

Name
M H Allen
Title
Trustee
Phone
2292260075
Signed
2025-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Lanigan & Associates P C
Address
314 GORDON AVENUE, THOMASVILLE, GA 31792
Preparer
John Keillor
Phone
2292268320
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-778789
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt099
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01080721
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02339
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02339
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-59846
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0164887
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0766
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04344
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0296645
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0296645
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt021206
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0862723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0300989
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01184918
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0465876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0406129
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0766
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0300989
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0322961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131927-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt021952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt187975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt249338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt345480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt472491
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5115413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt695088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7177640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt84559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9121192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10122632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1166233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1281162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1359282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1420130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt035689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-37813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt238748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-5493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt49097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-16199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-36561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt718537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt88217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-17983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-44665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1120616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-18873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-13059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt035689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-37813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt238748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-5493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt49097
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-16199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-36561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt718537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt88217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-17983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-44665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1120616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-18873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-13059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt057641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt288086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt339987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt481588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt599214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt658527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7196177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt812776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9103209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1077967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1186849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1262289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1346223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1420026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ABBVIE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AT & T INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ALPHABET INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ALTRIA GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4AMAZON COM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BRISTOL MYERS SQUIBB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CITIGROUP INC NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7META PLATFORMS INC A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VERAL TO CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9TRUIST FINL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10US BANCORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VMWARE INC CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CVS HEALTH CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ISHARES MSCI EMRG MK ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-59846
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-778789
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0343265
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01600675
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016888320
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016066434
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016545055
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0837996
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0837996
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0837996
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0840288
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02292
IRS990PF/DistributableAmountGrp/TotalTaxAmt02292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02908
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02292
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05200
IRS990PF/FMVAssetsEOYAmt017577232
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt082717
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt087217
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01815
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0976
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0976
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016695355
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt017535912
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017535912
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt016066434
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt016545055
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0598086
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0944960
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05201
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02908
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02908
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt055268
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037436
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037436
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016752438
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017577232
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017577232
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0686004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01032177
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016752438
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017577232
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016066434
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016545055
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017061690
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0147775
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt016913915
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0255925
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0840288
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016805765
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017061690
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ALLEN MOONEY & BARNES INVESTMENT ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0301145
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0135 SOUTH MADISON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0THOMASVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd031792
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0M H ALLEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY STAHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 1031
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0THOMASVILLE

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.2$1.03$18.2$0.51$1.16$0.65
2024Detailed filing. Detailed filing data is available for this year.$17.6$1.03$16.5$0.41$1.18$0.78
2023Detailed filing. Detailed filing data is available for this year.$16.8$0.69$16.1$0.68$1.25$0.57
2022Detailed filing. Detailed filing data is available for this year.$19.0$0.20$18.8$0.77$0.83$0.06
2021Detailed filing. Detailed filing data is available for this year.$18.2$0.25$18.0$0.63$0.83$0.20
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.44$12.4$1.01$0.85$0.16
2019Detailed filing. Detailed filing data is available for this year.$13.2$0.42$12.8$0.77$0.76$0.01
2018Detailed filing. Detailed filing data is available for this year.$13.3$0.89$12.4$0.45$0.68$0.24
2017Detailed filing. Detailed filing data is available for this year.$12.6$0.59$12.0$0.50$0.61$0.12
2016Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.20$0.69$0.50
2015Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.60$0.82$0.22
2014Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$1.33$0.66$0.67
2013Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.72
2012Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.55
2011Detailed filing. Detailed filing data is available for this year.$7.58$0.00$7.58$0.57