Civic Intelligence

George and Nancy Blanton Endowment

990PF • Fiscal year 2018 • EIN 77-6257600

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 06, 2019

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

26th percentile

0.00x

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

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

Liabilities / Revenue

26th percentile

0.00x

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

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

Net Margin

28th percentile

-5.2%

Higher net margin than 28% of similar nonprofits.

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

Top Officer Pay

47th percentile

$13,068

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 31.2% of source-year revenue.

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

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

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

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,017,043

Down $2,798 (-0.3%) from 2017

Net Assets

Down

$1,017,043

Down $2,798 (-0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin28th percentile

Revenue

Down

$41,946

Down $81,385 (-66%) from 2017

Expenses

Down

$44,127

Down $4,892 (-10.0%) from 2017

Net Income

Down

-$2,181

Down $76,493 (-103%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$1.5M$1.0M$500K$0Assets 2007: $974,481Liabilities 2007: $02007Assets 2008: $937,374Liabilities 2008: $02008Assets 2009: $992,445Liabilities 2009: $02009Assets 2010: $968,719Liabilities 2010: $02010Assets 2012: $982,586Liabilities 2012: $02012Assets 2013: $996,093Liabilities 2013: $02013Assets 2014: $984,710Liabilities 2014: $0Net Assets 2014: $984,7102014Assets 2015: $998,612Liabilities 2015: $0Net Assets 2015: $998,6122015Assets 2016: $945,529Liabilities 2016: $0Net Assets 2016: $945,5292016Assets 2017: $1,019,841Liabilities 2017: $0Net Assets 2017: $1,019,8412017Assets 2018: $1,017,043Liabilities 2018: $0Net Assets 2018: $1,017,0432018Assets 2019: $955,843Liabilities 2019: $0Net Assets 2019: $955,8432019Assets 2020: $1,069,053Liabilities 2020: $0Net Assets 2020: $1,069,0532020Assets 2021: $1,140,378Liabilities 2021: $0Net Assets 2021: $1,140,3782021Assets 2022: $1,088,821Liabilities 2022: $0Net Assets 2022: $1,088,8212022Assets 2023: $1,175,375Liabilities 2023: $0Net Assets 2023: $1,175,3752023Assets 2024: $1,188,975Liabilities 2024: $0Net Assets 2024: $1,188,9752024

Highlighted filing

2018

Assets$1,017,043
Liabilities$0
Net Assets$1,017,043
Open 2018 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2007: $1,010,753Expenses 2007: $35,153Net Income 2007: $975,6002007Revenue 2008: $17,732Expenses 2008: $55,091Net Income 2008: -$37,3592008Revenue 2009: $85,226Expenses 2009: $30,909Net Income 2009: $54,3172009Revenue 2010: $22,645Expenses 2010: $46,431Net Income 2010: -$23,7862010Revenue 2012: $55,511Expenses 2012: $79,087Net Income 2012: -$23,5762012Revenue 2013: $104,689Expenses 2013: $91,051Net Income 2013: $13,6382013Revenue 2014: $46,619Expenses 2014: $57,892Net Income 2014: -$11,2732014Revenue 2015: $55,418Expenses 2015: $51,754Net Income 2015: $3,6642015Revenue 2016: $31,831Expenses 2016: $84,914Net Income 2016: -$53,0832016Revenue 2017: $123,331Expenses 2017: $49,019Net Income 2017: $74,3122017Revenue 2018: $41,946Expenses 2018: $44,127Net Income 2018: -$2,1812018Revenue 2019: $51,404Expenses 2019: $112,071Net Income 2019: -$60,6672019Revenue 2020: $188,675Expenses 2020: $75,302Net Income 2020: $113,3732020Revenue 2021: $150,856Expenses 2021: $79,061Net Income 2021: $71,7952021Revenue 2022: $23,292Expenses 2022: $74,483Net Income 2022: -$51,1912022Revenue 2023: $162,314Expenses 2023: $74,854Net Income 2023: $87,4602023Revenue 2024: $97,941Expenses 2024: $83,187Net Income 2024: $14,7542024

Highlighted filing

2018

Revenue$41,946
Expenses$44,127
Net Income-$2,181
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 6, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF THE OZARKSTrustee-$13,068-$13,068
Filing and Contact Details

Filer

Filer Name
George and Nancy Blanton Endowment
EIN
77-6257600
Address
PO BOX 168, SHELBY, NC 28151-0168

Signing Officer

Name
Lorraine Eason
Title
Trust Officer
Phone
7044846233
Signed
2019-06-06
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 Appendix324 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/AdjustedNetIncomeAmt01031
AccountingFeesSchedule/AccountingFeesDetail/Amt01180
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01180
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0540930
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0529899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0460430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0616952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt023559
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05296
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt013091
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt041946
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt041946
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01031
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01180
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01180
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt024194
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05296
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt011418
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013068
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013068
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt026400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt026400
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt023559
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023559
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023559
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2181
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0167981
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt013091
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt013091
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt013091
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05296
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027690
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03471
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt036650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt012456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014256
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt044127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt041946
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt041946
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt012456
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014256
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt249226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt437797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt537203
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt69714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt011027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-1407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-4590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt011027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-1407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-4590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt250952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt315000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt435935
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt535796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65124
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/PropertyDesc0150 SHS ABBVIE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150 SHS COLGATE PALMOLIVE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CONOCO PHILLIPS 2875 111521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31373626 SHS EATON VANCE FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43512763 SHS GOLDMAN SACHS FD 459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53512763 SHS GOLDMAN SACHS FD 459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6300 SHS INVESCO LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05296
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2181
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0617
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01017660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01019841
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01017043
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt058871
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt058871
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt058871
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt059425
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0554
IRS990PF/DistributableAmountGrp/TotalTaxAmt0554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01620
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01066
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0554
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01620
IRS990PF/FMVAssetsEOYAmt01162534
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0544276
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0540930
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0529899
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0462972
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0460430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0616952
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012593
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015683
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015683
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt01019841
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt01017043
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01019841
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01017043
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01162534
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01019841
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01017043
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01019841
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01017043
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01206604
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025388
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01181216
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018099
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt059425
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01188505
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01206604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt013068
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF THE OZARKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 168
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SHELBY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0281510168
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt057911
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt058188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt034796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt070721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt051264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt039783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt065541
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.030179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.064437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049664
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.037377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.061974
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01188505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01152997
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01097519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01032208
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01064377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01057563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt026400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243631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 OF THE OZARKS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 168
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHELBY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0281510168
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07044846233
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0BANKERS HOUSE FOUNDATION INC A 501C3 ORGANIZATION FOR THE MAINTENANCE ON THE BANKERS HOUSE HISTORICAL HOME IN SHELBY NC
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt024600
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt026400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MAINTENANCE OF THE BANKERS HOUSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0BANKERS HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0319 N LAFAYETTE STREET
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/TotalGrantOrContriPdDurYrAmt026400
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/AppliedToYear1Amt026400
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt058871
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt033606
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt033606
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026400
IRS990PF/UndistributedIncomeGrp/Taxable2Amt029108
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt033606
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt058871
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt055508
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0617
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TRANSFER 6 SHS APPL TO BHF
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt03471
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORRAINE EASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07044846233
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEORGE AND NANCY BLANTON ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0GEOR
ReturnHeader/Filer/EIN0776257600
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 168
ReturnHeader/Filer/USAddress/CityNm0SHELBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0281510168
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0224431EC85E38FCBCDDC185D411648C3ABDD35DE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0224431EC85E38FCBCDDC185D411648C3ABDD35DE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId056716420193104pdbura
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-06
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.57.98.182
ReturnHeader/FilingSecurityInformation/IPDt02019-11-06
ReturnHeader/FilingSecurityInformation/IPTm016:20:23
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/ReturnTs02019-11-06T15:41:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,017,043
Liabilities
$0
Net assets
$1,017,043
Revenue
$41,946
Expenses
$44,127
Net income
-$2,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.10$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.16$0.07$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.02$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.19$0.08$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.11$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.04$0.04$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.12$0.05$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.03$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$1.00$0.00$0.10$0.09$0.01
2012Summary only. Only limited summary data is available for this year.$0.98$0.00$0.06$0.08$0.02
2010Summary only. Only limited summary data is available for this year.$0.97$0.00$0.02$0.05$0.02
2009Summary only. Only limited summary data is available for this year.$0.99$0.00$0.09$0.03$0.05
2008Summary only. Only limited summary data is available for this year.$0.94$0.00$0.02$0.06$0.04
2007Summary only. Only limited summary data is available for this year.$0.97$0.00$1.01$0.04$0.98