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Lundy Fetterman Family Foundation Tr Ua 10 16 13

Annabelle L Fetterman Ttee
  • Clinton, NC
  • Tax-exempt since May 2015
  • EIN: 46-7069542

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Philanthropy, Charity, Voluntarism Promotion, General (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$263k (2023)

Expenses
$593k (2023)

Total Assets
$7.98M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2014 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$263,117
Expenses
$592,913
Net Income
-$329,796
Net Assets
$7,975,094
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,877
3.8%
Dividends $214,402
81.5%
Sales of Assets $38,838
14.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $503,764
85.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,975,094
Total Liabilities $0
Net Assets $7,975,094
Compensation
Key Employees and Officers Compensation Other
Mabel F Held (Trustee) $0 $0
Bradford Kyle Held (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$674,358
Expenses
$608,278
Net Income
$66,080
Net Assets
$8,304,947
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $170,619
25.3%
Interest Revenue $2,629
0.4%
Dividends $180,289
26.7%
Sales of Assets $320,821
47.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $503,899
82.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,304,947
Total Liabilities $0
Net Assets $8,304,947
Compensation
Key Employees and Officers Compensation Other
Mabel F Held (Trustee) $0 $0
Bradford Kyle Held (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,207,780
Expenses
$496,911
Net Income
$710,869
Net Assets
$8,238,810
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $415,173
34.4%
Interest Revenue $3,045
0.3%
Dividends $276,748
22.9%
Sales of Assets $512,523
42.4%
Other Income $291
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $403,897
81.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,238,810
Total Liabilities $0
Net Assets $8,238,810
Compensation
Key Employees and Officers Compensation Other
Mabel F Held (Trustee) $0 $0
Bradford Kyle Held (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$797,609
Expenses
$479,484
Net Income
$318,125
Net Assets
$7,527,879
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $415,173
52.1%
Interest Revenue $4,202
0.5%
Dividends $175,067
21.9%
Sales of Assets $202,657
25.4%
Other Income $510
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $403,562
84.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,527,880
Total Liabilities $1
Net Assets $7,527,879
Compensation
Key Employees and Officers Compensation Other
Mabel F Held (Trustee) $0 $0
Bradford Kyle Held (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$699,524
Expenses
$492,289
Net Income
$207,235
Net Assets
$7,209,754
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $415,173
59.4%
Interest Revenue $4,647
0.7%
Dividends $186,410
26.6%
Sales of Assets $92,081
13.2%
Other Income $1,213
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $408,874
83.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,209,755
Total Liabilities $1
Net Assets $7,209,754
Compensation
Key Employees and Officers Compensation Other
Mabel F Held (Trustee) $0 $0
Bradford Kyle Held (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$831,091
Expenses
$432,755
Net Income
$398,336
Net Assets
$7,002,520
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $415,173
50.0%
Interest Revenue $4,236
0.5%
Dividends $164,723
19.8%
Sales of Assets $244,767
29.5%
Other Income $2,192
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $351,700
81.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,002,520
Total Liabilities $0
Net Assets $7,002,520
Compensation
Key Employees and Officers Compensation Other
Mabel F Held (Trustee) $0 $0
Bradford Kyle Held (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$854,344
Expenses
$410,592
Net Income
$443,752
Net Assets
$6,604,184
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $415,173
48.6%
Interest Revenue $4,248
0.5%
Dividends $170,577
20.0%
Sales of Assets $255,644
29.9%
Other Income $8,702
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $332,996
81.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,607,511
Total Liabilities $3,327
Net Assets $6,604,184
Compensation
Key Employees and Officers Compensation Other
Annabelle L Fetterman (Trustee) $0 $0
Mabel F Held (Trustee) $0 $0
Bradford Kyle Held (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$679,027
Expenses
$363,908
Net Income
$315,119
Net Assets
$6,157,633
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $415,173
61.1%
Interest Revenue $3,998
0.6%
Dividends $143,764
21.2%
Sales of Assets $116,034
17.1%
Other Income $58
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $303,889
83.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,157,633
Total Liabilities $0
Net Assets $6,157,633
Compensation
Key Employees and Officers Compensation Other
Annabelle L Fetterman (Trustee) $0 $0
Mabel F Held (Trustee) $0 $0
Bradford Kyle Held (Trustee) $0 $0

Document Links

990-PF
Filed on Oct. 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,111
Expenses
$2,810
Net Income
$29,301
Net Assets
$4,427,177
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $23,149
72.1%
Sales of Assets $8,955
27.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,427,177
Total Liabilities $0
Net Assets $4,427,177
Compensation
Key Employees and Officers Compensation Other
Annabelle L Fetterman (Trustee) $0 $0
Mabel F Held (Trustee) $0 $0
Bradford Kyle Held (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 24, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$871
Expenses
$971
Net Income
-$100
Net Assets
$900
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $871
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $971
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $900
Total Liabilities $0
Net Assets $900

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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