Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
84th percentile
Higher net margin than 84% of similar nonprofits.
Top Officer Pay
73rd percentile
Higher top officer pay than 73% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
91st percentile
Faster asset growth than 91% of similar nonprofits.
Revenue Growth
93rd percentile
Faster revenue growth than 93% of similar nonprofits.
Assets
Up$7,666,741
Up $2,853,644 (+59%) from 2020
Net Assets
Up$7,666,741
Up $2,853,644 (+59%) from 2020
Liabilities
Flat$1
Flat from 2020
Revenue
Up$3,358,625
Up $3,152,460 (+1529%) from 2020
Expenses
Up$504,981
Up $212,491 (+73%) from 2020
Net Income
Up$2,853,644
Up $2,939,969 (+3406%) from 2020
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| SHEPARD K HALSCH | Chairman | PT | $0 | - | - |
| THOMAS M HALSCH | Vice President | PT | $0 | - | - |
| PAMELA K WARLICK | Vice President | PT | $0 | - | - |
| JULIA B SINGH | President | PT | $0 | - | - |
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/AdjustedNetIncomeAmt | 0 | 0 |
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 0 | 4000 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | TAX PREPARATION |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 4000 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 0 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | VANGUARD TOTAL INTL BND-ADM |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 1 | JPM CORE BOND-R6 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 2 | SIX CIRCLES GLOBAL BOND |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 3 | SIX CIRCLES CREDIT OPPORT |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 4 | ISHARES US TREASURY BOND ETF |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 5 | VANGUARD SHORT-TERM BOND ETF |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 6 | VANGUARD TOTAL BOND MARKET |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 7 | VANGUARD TOTAL INTL BOND ETF |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 233827 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 1 | 230860 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 2 | 703499 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 3 | 234921 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 4 | 118156 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 5 | 237662 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 6 | 118001 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 7 | 229229 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 237160 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 1 | 234244 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 2 | 688224 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 3 | 235416 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 4 | 119633 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 5 | 234245 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 6 | 117803 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 7 | 223233 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 330949 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 1071753 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 292052 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 989155 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 310406 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 376498 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 339208 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 216589 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 1132338 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 438159 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 1226299 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 350515 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 1057294 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 337475 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 367753 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 357006 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 224015 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 5004179 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | ISHARES MSCI EAFE INTL-K |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | SIX CIRCLES US UNCONSTRAINED |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | JPMORGAN BETABUILDERS CANADA ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | SIX CIRCLES INTL UNCON EQ |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | JP MORGAN BETABUILDERS JAPAN |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | FIDELITY 500 INDEX-INST PRM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | JP MORGAN BETABUILDERS EUROPE ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | JP MORGAN BTABLDRS DEV ASIA X-JPN |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | SPDR S&P 500 ETF TRUST |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 274104 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 760604 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 1034708 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 1034708 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 4000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 4000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 760604 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 467500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 467500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt | 0 | 2323917 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 274104 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 274104 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | 2853644 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 4283706 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 760604 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 1018961 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 15747 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 15747 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 17734 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 471500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 15747 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 504981 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 1034708 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 3358625 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 4000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 15747 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 37481 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 0 | 2000-01-01 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 3523102 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 673741 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | 86863 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 673741 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 4196843 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | MARKETABLE SECURITIES |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | Capital Gain Dividends |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 0 | 2021-12-31 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 760604 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | 2853644 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 7666741 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 4813097 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 7666741 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 356717 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 356717 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 356717 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 370881 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 14164 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 14164 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 6086 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 20250 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 14164 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 6086 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 14164 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 14164 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 20250 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 11952683 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt | 0 | 4813097 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt | 0 | 7666741 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 1168914 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 2106155 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 2089958 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 3340363 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 5058948 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 9362695 |
| IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt | 0 | 57654 |
| IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt | 0 | 119283 |
| IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt | 0 | 117675 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 133745 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 382355 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 382355 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 4813097 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 7666741 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 11952683 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 4813097 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 7666741 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 4813097 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 7666741 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt | 0 | 112421 |
| IRS990PF/MethodOfAccountingCashInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 7530577 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 118813 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 7411764 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 112959 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 370881 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 7417618 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 7530577 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 3 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | SHEPARD K HALSCH |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | THOMAS M HALSCH |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 2 | PAMELA K WARLICK |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 3 | JULIA B SINGH |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | Chairman |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | Vice President |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 2 | Vice President |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 3 | President |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | 2 JUNIPER ROAD |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | 2 JUNIPER ROAD |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 2 | PO DRAWER 1787 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 3 | PO DRAWER 1787 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | DARIEN |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | DARIEN |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 2 | GASTONIA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 3 | GASTONIA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | CT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 2 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 3 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 06820 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 06820 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 2 | 28053 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 3 | 28053 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt | 0 | 471500 |
| IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt | 0 | 471500 |
| 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 | false |
| 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 | 531 COTTON BLOSSOM CIRCLE |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm | 0 | GASTONIA |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd | 0 | NC |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd | 0 | 28054 |
| IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd | 0 | NC |
| IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt | 0 | JULIA SINGH |
| IRS990PF/StatementsRegardingActyGrp/PhoneNum | 0 | 7048745105 |
| IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt | 0 | N/A |
| IRS990PF/SupplementaryInformationGrp/ContributingManagerNm | 0 | SHEPARD K HALSCH |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 0 | 187500 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 1 | 200000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 2 | 80000 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 0 | GENERAL EDUCATION MISSION OF THE SCHOOL |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 1 | GENERAL TAX EXEMPT PURPOSE |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 2 | GENERAL TAX EXEMPT PURPOSE |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt | 0 | PC |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt | 1 | PC |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt | 2 | PC |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm | 0 | EAGLE HILL SCHOOL |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm | 1 | GASTON COUNTY FAMILY YMCA |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm | 2 | KIAWAH CARES FOUNDATION |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt | 0 | NONE |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt | 1 | NONE |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt | 2 | NONE |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt | 0 | 214 MAIN STREET |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt | 1 | 2221 ROBINWOOD RD |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt | 2 | 23 BEACHWALKER DRIVE |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm | 0 | SOUTHPORT |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm | 1 | GASTONIA |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm | 2 | KIAWAH ISLAND |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd | 0 | CT |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd | 1 | NC |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd | 2 | SC |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd | 0 | 06490 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd | 1 | 28054 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd | 2 | 29455 |
| IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd | 0 | X |
| IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt | 0 | 467500 |
| 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 | 356717 |
| IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt | 0 | 356717 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt | 0 | 2102 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt | 0 | 9689 |
| IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt | 0 | 126574 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt | 0 | 114783 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt | 0 | 2102 |
| IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt | 0 | 9689 |
| IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt | 0 | 471500 |
| IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt | 0 | 114783 |
| IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt | 0 | 126574 |
| IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt | 0 | 11791 |
| IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt | 0 | 0 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | 1 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm | 0 | SHEPARD K HALSCH |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt | 0 | 2 JUNIPER RD |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm | 0 | DARIEN |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd | 0 | CT |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd | 0 | 06820 |
| IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | 5010687 |
| IRS990ScheduleB/GeneralRuleInd | 0 | X |
| IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum | 0 | 1 |
| IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt | 0 | 5010687 |
| IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc | 0 | 11,238 SHS OF SPDR S&P 500 ETF TRUST (SPY) |
| IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt | 0 | 2021-10-15 |
| IRS990ScheduleB/Organization501c3ExemptPFInd | 0 | X |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt | 0 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt | 0 | 15747 |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt | 0 | INVESTMENT MANAGEMENT FEES |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt | 0 | 15747 |
| SubstantialContributorsSch/SubstantialContributorDetail/PersonNm | 0 | SHEPARD K HALSCH |
| SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt | 0 | 2 JUNIPER ROAD |
| SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm | 0 | DARIEN |
| SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd | 0 | CT |
| SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd | 0 | 06820 |
| TaxesSchedule/TaxesDetail/Amt | 0 | 17734 |
| TaxesSchedule/TaxesDetail/CategoryTxt | 0 | FEDERAL INCOME TAX PAYMENTS |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JULIA B SINGH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-11-08 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MCH FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MCHF |
| ReturnHeader/Filer/EIN | 0 | 813586325 |
| ReturnHeader/Filer/PhoneNum | 0 | 7048745105 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 531 COTTON BLOSSOM CIRCLE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | GASTONIA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28054 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 561678619 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Arrowood & Associates PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1546A Union Road |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Gastonia |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28054 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7048611420 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM W ARROWOOD |
| ReturnHeader/ReturnTs | 0 | 2022-11-08T08:25:52-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990PF |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JULIA B |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | SINGH |
| 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.