Civic Intelligence

The Aver Foundation

990PF • Fiscal year 2021 • EIN 82-3616415

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

Organization Profile
224 Thompson St Pmb 199Hendersonville, NC 28792

(203) 981-5530

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.00x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Net Margin

83rd percentile

73%

Higher net margin than 83% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$491,609

Up $74,545 (+18%) from 2020

Net Assets

Up

$491,609

Up $74,545 (+18%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin83rd percentile

Revenue

Up

$43,139

Up $47,325 (+1131%) from 2020

Expenses

Down

$11,565

Down $12,405 (-52%) from 2020

Net Income

Up

$31,574

Up $59,730 (+212%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$600K$400K$200K$0Assets 2018: $413,098Liabilities 2018: $0Net Assets 2018: $413,0982018Assets 2019: $415,551Liabilities 2019: $1Net Assets 2019: $415,5512019Assets 2020: $417,064Liabilities 2020: $1Net Assets 2020: $417,0642020Assets 2021: $491,609Liabilities 2021: $1Net Assets 2021: $491,6092021Assets 2022: $421,711Liabilities 2022: $1Net Assets 2022: $421,7112022Assets 2023: $471,296Liabilities 2023: $1Net Assets 2023: $471,2962023Assets 2024: $527,668Liabilities 2024: $0Net Assets 2024: $527,6682024

Highlighted filing

2021

Assets$491,609
Liabilities$1
Net Assets$491,609
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2018: $392,220Expenses 2018: $36,161Net Income 2018: $356,0592018Revenue 2019: $58,274Expenses 2019: $33,351Net Income 2019: $24,9232019Revenue 2020: -$4,186Expenses 2020: $23,970Net Income 2020: -$28,1562020Revenue 2021: $43,139Expenses 2021: $11,565Net Income 2021: $31,5742021Revenue 2022: $29,416Expenses 2022: $13,657Net Income 2022: $15,7592022Revenue 2023: $1,421Expenses 2023: $10,616Net Income 2023: -$9,1952023Revenue 2024: $60,093Expenses 2024: $26,317Net Income 2024: $33,7762024

Highlighted filing

2021

Revenue$43,139
Expenses$11,565
Net Income$31,574
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCIS JAMES GASQUET FITZPATRICKPresident/Di-$0--
ALEXANDRA CLINE MCARTHURTreasurer/Di-$0--
REBECCA COLLIER FRENCH FITZPATRICKVice Preside-$0--
SARAH WHITTREDGE FRENCHVice Preside-$0--
WILLIAM OWEN CHARLES FITZPATRICKVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
The Aver Foundation
EIN
82-3616415
Phone
2039815530
Address
224 THOMPSON ST PMB 199, HENDERSONVILLE, NC 28792

Signing Officer

Name
Francis James Gasquet Fitzpatrick
Title
President/director
Phone
2039815530
Signed
2022-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Capfinancial Partners LLC
Address
1100 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70163
Preparer
Mariska W Roney
Phone
5042078555
Raw XML Appendix310 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/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt038792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt180065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt249683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt391124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt475985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt586554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt629657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt721013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt813026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt038792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt180065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt249683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt391124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt475985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt586554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt629657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt721013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt813026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES RUS 1000 VAL ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ISHARES RUS 1000 GRW ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMG GW&K SMALL CAP CORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ARTISAN GLOBAL VALUE FUND ADVISOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DOUBLELINE CORE FIXED INCOME I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FEDERATED STRATEGIC VALUE DIVIDEND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6INVESCO INVESCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7LAZARD GLBL LISTED INFRSTRCTR I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8THE COCA-COLA CO
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt09387
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt020958
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt030346
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt030346
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt020958
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt012793
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09387
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09387
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt031574
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt026992
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt020958
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt026781
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt011565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030346
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt043139
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03565
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06034
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0280 SHARES THE COCA-COLA CO: KO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt020958
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt031574
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt042971
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0491609
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0417064
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0491609
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022004
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022004
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022004
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022376
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0372
IRS990PF/DistributableAmountGrp/TotalTaxAmt0372
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0372
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02133
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0372
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0372
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02505
IRS990PF/FMVAssetsEOYAmt0491609
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01238
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt05710
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt05710
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0415826
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0485899
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0485899
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0417064
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0491609
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0417064
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0491609
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0491609
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0417064
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0491609
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0417064
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0491609
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0454330
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09240
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0445090
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06815
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022376
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0447515
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0454330
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANCIS JAMES GASQUET FITZPATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEXANDRA CLINE MCARTHUR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2REBECCA COLLIER FRENCH FITZPATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SARAH WHITTREDGE FRENCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WILLIAM OWEN CHARLES FITZPATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TREASURER/DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4VICE PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0224 THOMPSON ST PMB 199
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1618 NORTH BOYLAN AVE UNIT 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 4381
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3224 THOMPSON ST PMB 199
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4618 NORTH BOYLAN AVE UNIT 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HENDERSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2EAGLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HENDERSONVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028792
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd281631
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328792
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd427603
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt08000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt08000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0224 THOMPSON ST PMB 199
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HENDERSONVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028792
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0LA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02039815530
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0FRANCIS JAMES GASQUET FITZPATRICK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE FREE CLINICS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1NATIONAL DISABILITY INSTITUTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0841 CASE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11667 K STREET NW STE 480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HENDERSONVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028792
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd120006
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06000
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/AppliedToCurrentYearAmt08000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02396
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03641
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt014634
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014004
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06667
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02396
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03641
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0630
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06667
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020671
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0FRANCIS JAMES GASQUET FITZPATRICK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0224 THOMPSON STREET PMB 199
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HENDERSONVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028792
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012793
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt012793
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0220 SHARES THE COCA-COLA CO
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherIncreasesSchedule/OtherIncreasesDetail/Amt042971
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03565
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03565
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCIS JAMES GASQUET FITZPATRICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02039815530
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AVER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AVER
ReturnHeader/Filer/EIN0823616415
ReturnHeader/Filer/PhoneNum02039815530
ReturnHeader/Filer/USAddress/AddressLine1Txt0224 THOMPSON ST PMB 199
ReturnHeader/Filer/USAddress/CityNm0HENDERSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028792
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260058143
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAPFINANCIAL PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 POYDRAS STREET SUITE 1350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW ORLEANS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070163
ReturnHeader/PreparerPersonGrp/PhoneNum05042078555
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARISKA W RONEY
ReturnHeader/ReturnTs02022-05-09T13:18:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANCIS JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GASQUET FITZPATRICK
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$491,609
Liabilities
$1
Net assets
$491,609
Revenue
$43,139
Expenses
$11,565
Net income
$31,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.60$0.26$0.34
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.01$0.11$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.29$0.14$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.43$0.12$0.32
2020Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.04$0.24$0.28
2019Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.58$0.33$0.25
2018Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$3.92$0.36$3.56