Civic Intelligence

Charlesson Foundation

990 • Fiscal year 2021 • EIN 81-2890446

Jan 01, 2021 to Dec 31, 2021 • Filed on May 27, 2022

Organization ProfileN/A
9206 Sparrow Hawk CTLewisville, NC 27023

(405) 250-2084

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

78th percentile

30%

Faster asset growth than 78% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

138%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$4,238,672

Up $988,240 (+30%) from 2020

Net Assets

Up

$4,238,672

Up $988,240 (+30%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$991,350

Up $575,348 (+138%) from 2020

Expenses

Up

$109,758

Up $66,008 (+151%) from 2020

Net Income

Up

$881,592

Up $509,340 (+137%) from 2020

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 2016: $500,132Liabilities 2016: $0Net Assets 2016: $500,1322016Assets 2017: $1,788,900Liabilities 2017: $0Net Assets 2017: $1,788,9002017Assets 2018: $2,420,961Liabilities 2018: $0Net Assets 2018: $2,420,9612018Assets 2019: $2,527,097Liabilities 2019: $0Net Assets 2019: $2,527,0972019Assets 2020: $3,250,432Liabilities 2020: $0Net Assets 2020: $3,250,4322020Assets 2021: $4,238,672Liabilities 2021: $0Net Assets 2021: $4,238,6722021Assets 2022: $3,545,819Liabilities 2022: $0Net Assets 2022: $3,545,8192022Assets 2023: $4,673,408Liabilities 2023: $0Net Assets 2023: $4,673,4082023Assets 2024: $5,548,429Liabilities 2024: $0Net Assets 2024: $5,548,4292024

Highlighted filing

2021

Assets$4,238,672
Liabilities$0
Net Assets$4,238,672
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.5M$1.0M$500K$0Revenue 2016: $500,157Expenses 2016: $25Net Income 2016: $500,1322016Revenue 2017: $1,281,920Expenses 2017: $10,631Net Income 2017: $1,271,2892017Revenue 2018: $869,143Expenses 2018: $28,013Net Income 2018: $841,1302018Revenue 2019: $142,180Expenses 2019: $45,249Net Income 2019: $96,9312019Revenue 2020: $416,002Expenses 2020: $43,750Net Income 2020: $372,2522020Revenue 2021: $991,350Expenses 2021: $109,758Net Income 2021: $881,5922021Revenue 2022: $171,861Expenses 2022: $74,658Net Income 2022: $97,2032022Revenue 2023: $861,528Expenses 2023: $101,778Net Income 2023: $759,7502023Revenue 2024: $479,044Expenses 2024: $102,239Net Income 2024: $376,8052024

Highlighted filing

2021

Revenue$991,350
Expenses$109,758
Net Income$881,592
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 27, 2022
Return Version
2021v4.2
Gross Receipts
$1,187,551
Mission and Program Overview

Mission

This foundation was created to provide financial assistance for scientific research which will include, but not limited to, medical research, literary and educational purposes.

This foundation was created to provide financial assistance for scientific research which will include, but not limited to, medical research, literary and educational purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,250,432$4,238,672▲ $988,240
Investments Other Securities$2,819,036$3,754,902▲ $935,866
Land, Buildings, and Equipment, Net$0$318,126▲ $318,126
Savings and Temporary Cash Investments$431,396$165,644▼ $265,752
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,250,432$4,238,672▲ $988,240
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,250,432$4,238,672▲ $988,240
Total Liabilities and Net Assets / Fund Balance$3,250,432$4,238,672▲ $988,240

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$247,986$1,600$249,586
Land$62,397-$62,397
Other Land Buildings$7,743$860$8,603
Other Securities$250,000--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Jian-xing MaPresident
Yang FengVice President
Symon MaBoard of Director
Blaine R StanselManager
Revenue and Support

Revenue Composition

Contributions and Grants
$750,000
Program Service Revenue
$0
Investment Income
$241,350
Other Revenue
$0
Change in Net Assets
$881,592
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$101,500
Other Expenses$8,258
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$101,500--$101,500
Office Expenses$3,296--$3,296
Depreciation Depletion$2,460--$2,460
Fees for Services Accounting$1,600--$1,600
Fees for Services Management$465--$465
Occupancy$437--$437
Total Functional Expenses$109,758$0$0$109,758
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wake Forest University--Scientific Research Grant$100,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jian-xing ma and yan feng are husband and wife. Symon ma is child of jian-sing ma and yan feng. Blaine stansel and jian-xing ma are business associates.”

Form 990, Part VI, Section A, Line 6

“The company was created as a not for profit corporation under the laws of oklahoma.”

Form 990, Part VI, Section B, Line 11B

“The board of directors are presented with a copy of the form 990 for reviewing before filing with the us and state tax authorities.”

Form 990, Part VI, Section C, Line 19

“The organization will provide its form 990 and other documents upon request.”

Filing and Contact Details

Filer

Filer Name
Charlesson Foundation
EIN
81-2890446
Phone
4052502084
Address
9206 SPARROW HAWK CT, LEWISVILLE, NC 27023

Signing Officer

Name
Jian-xing Ma
Title
President
Phone
4052502084
Signed
2022-05-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jian-xing Ma
Formed
2016
Legal Domicile
Ok
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Smith Carney & Co Pc
Address
5100 N BROOKLINE SUITE 1000, OKLAHOMA CITY, OK 73112-3627
Preparer
Matthew J Major
Phone
4052721040
Raw XML Appendix381 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THIS FOUNDATION WAS CREATED TO PROVIDE FINANCIAL ASSISTANCE FOR SCIENTIFIC RESEARCH WHICH WILL INCLUDE, BUT NOT LIMITED TO, MEDICAL RESEARCH, LITERARY AND EDUCATIONAL PURPOSE.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JIAN-XING MA
IRS990/BooksInCareOfDetail/PhoneNum04052502084
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 EAST FOURTH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WINSTONSALEM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027101
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0750000
IRS990/CYGrantsAndSimilarPaidAmt0101500
IRS990/CYInvestmentIncomeAmt0241350
IRS990/CYOtherExpensesAmt08258
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0881592
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0109758
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0991350
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02460
IRS990/DepreciationDepletionGrp/TotalAmt02460
IRS990/Desc0TO PROVIDE FINANCIAL ASSISTANCE FOR SCIENTIFIC RESEARCH WHICH WILL INCLUDE, BUT NOT LIMITED TO, MEDICAL RESEARCH, LITERARY AND EDUCATIONAL PURPOSES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0109758
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01600
IRS990/FeesForServicesAccountingGrp/TotalAmt01600
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0465
IRS990/FeesForServicesManagementGrp/TotalAmt0465
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JIAN-XING MA
IRS990/Form990PartVIISectionAGrp/PersonNm1YANG FENG
IRS990/Form990PartVIISectionAGrp/PersonNm2SYMON MA
IRS990/Form990PartVIISectionAGrp/PersonNm3BLAINE R STANSEL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD OF DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0164523
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0101500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0101500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0101500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0360724
IRS990/GrossReceiptsAmt01187551
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt076827
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076827
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02819036
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03754902
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02460
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0318126
IRS990/LandBldgEquipCostOrOtherBssAmt0320586
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0196201
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THIS FOUNDATION WAS CREATED TO PROVIDE FINANCIAL ASSISTANCE FOR SCIENTIFIC RESEARCH WHICH WILL INCLUDE, BUT NOT LIMITED TO, MEDICAL RESEARCH, LITERARY AND EDUCATIONAL PURPOSES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03250432
IRS990/NetAssetsOrFundBalancesEOYAmt04238672
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0164523
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0164523
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0106648
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0437
IRS990/OccupancyGrp/TotalAmt0437
IRS990/OfficeExpensesGrp/ProgramServicesAmt03296
IRS990/OfficeExpensesGrp/TotalAmt03296
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JIAN-XING MA
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0250000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt029250
IRS990/PYInvestmentIncomeAmt0166002
IRS990/PYOtherExpensesAmt014500
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0372252
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt043750
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0416002
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0881592
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0750000
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03250432
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04238672
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0431396
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0165644
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0750000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0250000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0745000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01250000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03005000
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt03005000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0750000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0250000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0745000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01250000
IRS990ScheduleA/Total509Grp/TotalAmt03005000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0750000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0250000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0745000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01250000
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03005000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0247986
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01600
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0249586
IRS990ScheduleD/LandGrp/BookValueAmt062397
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt062397
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07743
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0860
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08603
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0928892
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11722755
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2349986
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3250351
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4252918
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5250000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REGAL INVESTMENT ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ALLIANZ FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2BRIGHTHOUSE FINANCIAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PUTNAM INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc4CHARLES SCHWAB
IRS990ScheduleD/OtherSecuritiesGrp/Desc5NATIONAL FINANCIAL SERVICES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0318126
IRS990ScheduleD/TotalBookValueSecuritiesAmt03754902
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCIENTIFIC RESEARCH GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WAKE FOREST UNIVERSITY
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JIAN-XING MA AND YAN FENG ARE HUSBAND AND WIFE. SYMON MA IS CHILD OF JIAN-SING MA AND YAN FENG. BLAINE STANSEL AND JIAN-XING MA ARE BUSINESS ASSOCIATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPANY WAS CREATED AS A NOT FOR PROFIT CORPORATION UNDER THE LAWS OF OKLAHOMA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ARE PRESENTED WITH A COPY OF THE FORM 990 FOR REVIEWING BEFORE FILING WITH THE US AND STATE TAX AUTHORITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE ITS FORM 990 AND OTHER DOCUMENTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0200088840
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0RESEARCH
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0CHARLESSON LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt05301 N BEVERLY DRIVE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/ZIPCd073105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03250432
IRS990/TotalAssetsEOYAmt04238672
IRS990/TotalAssetsGrp/BOYAmt03250432
IRS990/TotalAssetsGrp/EOYAmt04238672
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0750000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0109758
IRS990/TotalFunctionalExpensesGrp/TotalAmt0109758
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03250432
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04238672
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0109758
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt076827
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0164523
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0991350
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03250432
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04238672
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0401 EAST FOURTH STREET
IRS990/USAddress/CityNm0WINSTONSALEM
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027101
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIAN-XING MA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04052502084
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLESSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0812890446
ReturnHeader/Filer/PhoneNum04052502084
ReturnHeader/Filer/USAddress/AddressLine1Txt09206 SPARROW HAWK CT
ReturnHeader/Filer/USAddress/CityNm0LEWISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731225615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH CARNEY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 N BROOKLINE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731123627
ReturnHeader/PreparerPersonGrp/PhoneNum04052721040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J MAJOR
ReturnHeader/ReturnTs02022-06-01T14:53:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIAN-XING
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MA
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,238,672
Liabilities
$0
Net assets
$4,238,672
Revenue
$991,350
Expenses
$109,758
Net income
$881,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.48$0.10$0.38
2023Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.86$0.10$0.76
2022Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.17$0.07$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.99$0.11$0.88
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.42$0.04$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.14$0.05$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.87$0.03$0.84
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$1.28$0.01$1.27
2016Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.50$0.00$0.50