Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
31st percentile
Higher debt load relative to assets than 31% of similar nonprofits.
Liabilities / Revenue
31st percentile
Higher debt load relative to revenue than 31% of similar nonprofits.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
51st percentile
Higher top officer pay than 51% of similar nonprofits.
Top officer pay equals 10.7% of source-year revenue.
Asset Growth
34th percentile
Faster asset growth than 34% of similar nonprofits.
Revenue Growth
13th percentile
Faster revenue growth than 13% of similar nonprofits.
Assets
Up$2,854,881
Up $49,751 (+1.8%) from 2020
Net Assets
Up$2,854,881
Up $49,751 (+1.8%) from 2020
Liabilities
Flat$1
Flat from 2020
Revenue
Down$149,906
Down $49,181 (-25%) from 2020
Expenses
Down$100,155
Down $217,717 (-68%) from 2020
Net Income
Up$49,751
Up $168,536 (+142%) from 2020
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kimberly T Lee | Dir, Pres, Sec | - | $16,000 | - | $16,000 |
| Michael Shields | Director | - | $16,000 | - | $16,000 |
| Robert Wilmeth | Dir, Treas | - | $16,000 | - | $16,000 |
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | MORGAN STANLEY - 3.125% - 01/2 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 25239 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 25635 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 103509 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 48515 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 42638 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 25035 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 25006 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 32764 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 54800 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 339643 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 141299 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 99995 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 97619 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 233791 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 24984 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 65056 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 14 | 162777 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 15 | 25046 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 16 | 25005 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 17 | 106671 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 18 | 39993 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 19 | 31315 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 20 | 33856 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 21 | 44999 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 22 | 43673 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 150119 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 133374 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 223738 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 59511 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 32010 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 52208 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 54740 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 456870 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 211375 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 106577 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 101600 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 240309 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 12 | 76777 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 13 | 89830 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 14 | 181571 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 15 | 45763 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 16 | 35541 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 17 | 107997 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 18 | 63803 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 19 | 40553 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 20 | 34657 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 21 | 60097 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 22 | 61770 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | AAM/BAHL & GAYNOR INCOME GROWT |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | AMAZON COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | APPLE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | BLACKROCK INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | BOEING CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | ENCOMPASS HEALTH CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | FIRST TR EXCHANGE-TRADED FD IL |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | FIRST TR VALUE LN DV |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | FIRST TRUST CAPITAL STRENGTH |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | FT UNIT 9138 CORE THREE CLOSED |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | FT-PREFERRED SECUR & INC ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | GOLDMAN SACHS STRATEGIC MUNICI |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | HOME DEPOT INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | ISHARES US AEROSPACE AND DEFEN |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | JANUS HENDERSON BALANCED FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | JP MORGAN CHASE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | LOCKHEED MARTIN CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | PRUDENTIAL SHORT-TERM CORPOROR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | SELECT SECTOR SPDR INDUSTRIAL |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | SEMPRA ENERGY COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | VERIZON COMMUNICATIONS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | WALT DISNEY HOLDINGS CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | WEYERHAEUSER CO |
| InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt | 0 | 133 |
| InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt | 0 | 128 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 56160 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 89977 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt | 0 | 3744 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 0 | CLASS ACTION LAWSUIT PROCEEDS |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 0 | 25 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd | 0 | 01 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 149906 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 149906 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 104767 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 48000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 48000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 56160 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 56160 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | 49751 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 1736739 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt | 0 | 3744 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt | 0 | 3744 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 89977 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 132512 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 18801 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 18801 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt | 0 | 25 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt | 0 | 25 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 32184 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 32184 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 1170 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 66801 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 32184 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 100155 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 164696 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 149906 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 66801 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 32184 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 100155 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 1631972 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 104767 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 104767 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 1736739 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | Publicly-traded Securities |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 104767 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | 49751 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 2854881 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 2805130 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 2854881 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 168029 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 168029 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 168029 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 169871 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 1842 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 1842 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 58 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 600 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt | 0 | 1300 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 1842 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 58 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 1842 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 1842 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 1900 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 3628073 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 279074 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 25239 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 25635 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 2441968 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 1847989 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 2620790 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt | 0 | 2805130 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt | 0 | 2854881 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 83926 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 981520 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 981520 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 2805130 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 2854881 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 3628073 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 2805130 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 2854881 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 2805130 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 2854881 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt | 0 | 162 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt | 0 | 133 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt | 0 | 128 |
| IRS990PF/MethodOfAccountingCashInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 3449150 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 359263 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 3089887 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 51737 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 169871 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 3397413 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 3449150 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 16000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 16000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 2 | 16000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | Kimberly T Lee |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | Michael Shields |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 2 | Robert Wilmeth |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | Dir, Pres, Sec |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | Dir |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 2 | Dir, Treas |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | Foundation Source 501 Silverside Rd |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | Foundation Source 501 Silverside Rd |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 2 | Foundation Source 501 Silverside Rd |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | Wilmington |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | Wilmington |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 2 | Wilmington |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | DE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | DE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 2 | DE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 198091377 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 198091377 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 2 | 198091377 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt | 0 | 0 |
| IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt | 0 | 66801 |
| IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt | 0 | 0 |
| IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt | 0 | 66801 |
| IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt | 0 | 0 |
| IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | true |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt | 0 | 501 Silverside Road Suite 123 |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm | 0 | Wilmington |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd | 0 | DE |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd | 0 | 198091377 |
| IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd | 0 | CA |
| IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd | 1 | DE |
| IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt | 0 | Foundation Source |
| IRS990PF/StatementsRegardingActyGrp/PhoneNum | 0 | 8008391754 |
| IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990PF/SupplementaryInformationGrp/ContributingManagerNm | 0 | NONE |
| IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd | 0 | X |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd | 0 | false |
| IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt | 0 | 66801 |
| IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt | 0 | 168029 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt | 0 | 101228 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt | 0 | 134633 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt | 0 | 88855 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt | 0 | 83251 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt | 0 | 101228 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt | 0 | 205511 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt | 0 | 134633 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt | 0 | 70878 |
| IRS990PF/UndistributedIncomeGrp/PriorYear1Yr | 0 | 2019 |
| IRS990PF/UndistributedIncomeGrp/PriorYear2Yr | 0 | 2018 |
| IRS990PF/UndistributedIncomeGrp/PriorYear3Yr | 0 | 2017 |
| IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt | 0 | 66801 |
| IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt | 0 | 205511 |
| IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt | 0 | 306739 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt | 0 | 0 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 0 | Administrative Fees |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 1 | State or Local Filing Fees |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 0 | 18701 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt | 1 | 100 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 0 | 18701 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 1 | 100 |
| OtherIncomeSchedule2/OtherIncomeDetail/Desc | 0 | Class Action Lawsuit Proceeds |
| OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt | 0 | 25 |
| OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt | 0 | 25 |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt | 0 | 32184 |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt | 0 | Investment Management Services |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt | 0 | 32184 |
| TaxesSchedule/TaxesDetail/Amt | 0 | 600 |
| TaxesSchedule/TaxesDetail/Amt | 1 | 570 |
| TaxesSchedule/TaxesDetail/CategoryTxt | 0 | 990-PF Estimated Tax for 2021 |
| TaxesSchedule/TaxesDetail/CategoryTxt | 1 | 990-PF Excise Tax for 2020 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROBERT WILMEATH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8008391754 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-08-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Joan and Clyde Hampton Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | JOAN |
| ReturnHeader/Filer/EIN | 0 | 812999744 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Foundation Source |
| ReturnHeader/Filer/PhoneNum | 0 | 8008391754 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | Foundation Source 501 Silverside Rd |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Wilmington |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | DE |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 198091377 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FOUNDATION SOURCE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | ONE HOLLOW LN STE 212 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LAKE SUCCESS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 11042 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8008391754 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Jeffrey D Haskell |
| ReturnHeader/ReturnTs | 0 | 2022-08-30T12:38:58-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990PF |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ROBERT |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | WILMEATH |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
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Displayed year
2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.