O Max Gardner Foundation Inc

Carrboro, NC
Tax-exempt since Feb. 1946
EIN: 56-0490704

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$35.9k (2024)

Expenses

$51.5k (2024)

Total Assets

$356k (2024)

Total Liabilities

$36.2k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 July
2024

Revenue

$35,866

Expenses

$51,482

Net Income

-$15,616

Net Assets

$319,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,705	7.5%
Dividends	$5,913	16.5%
Sales of Assets	$27,044	75.4%
Other Income	$204	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,710	53.8%
Compensation of Officers*	$4,000	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$355,785
Total Liabilities	$36,170
Net Assets	$319,615

Compensation

Key Employees and Officers	Compensation	Other
Ralph Webb Gardner Ii (President)	$4,000	$0
Janet O Huffstetler (Treasurer)	$0	$0
Joshua J Naftolin (Director)	$0	$0
Sarah Gardner Naftolin (Vice Pres)	$0	$0
Casey Hopper (Secretary)	$0	$0

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990-PF

Filed on May 27, 2025

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

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Fiscal Year Ending July
2023

Revenue

$46,835

Expenses

$163,456

Net Income

-$116,621

Net Assets

$335,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,289	2.8%
Dividends	$7,723	16.5%
Sales of Assets	$26,287	56.1%
Other Income	$11,536	24.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,702	80.0%
Compensation of Officers*	$7,714	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$372,401
Total Liabilities	$37,170
Net Assets	$335,231

Compensation

Key Employees and Officers	Compensation	Other
Casey Hopper (Secretary)	$7,714	$0
Janet O Huffstetler (Treasurer)	$0	$0
Joshua J Naftolin (Director)	$0	$0
Sarah Gardner Naftolin (Vice Pres)	$0	$0
Ralph Webb Gardner Ii (President)	$0	$0

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990-PF

Filed on June 14, 2024

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

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Fiscal Year Ending July
2022

Revenue

$129,138

Expenses

$235,736

Net Income

-$106,598

Net Assets

$489,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$37,400	29.0%
Interest Revenue	$1,615	1.3%
Dividends	$10,226	7.9%
Sales of Assets	$79,874	61.9%
Other Income	$23	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,869	82.7%
Compensation of Officers*	$9,721	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$489,894
Total Liabilities	$642
Net Assets	$489,252

Compensation

Key Employees and Officers	Compensation	Other
Casey Hopper (Secretary)	$9,721	$0
Ralph Webb Gardner Ii (President)	$0	$0
Janet O Huffstetler (Treasurer)	$0	$0
Joshua J Naftolin (Director)	$0	$0
Sarah Gardner Naftolin (Vice Pres)	$0	$0
O Max Gardner Iii (Director)	$0	$0

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990-PF

Filed on June 14, 2023

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

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Fiscal Year Ending July
2021

Revenue

$142,868

Expenses

$221,255

Net Income

-$78,387

Net Assets

$595,850

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$13,000	9.1%
Interest Revenue	$1,991	1.4%
Dividends	$11,505	8.1%
Sales of Assets	$113,708	79.6%
Other Income	$2,664	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,990	86.3%
Compensation of Officers*	$4,169	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$596,492
Total Liabilities	$642
Net Assets	$595,850

Compensation

Key Employees and Officers	Compensation	Other
Casey Hopper (Secretary)	$4,169	$0
O Max Gardner Iii (President)	$0	$0
Janet O Huffstetler (Treasurer)	$0	$0
Joshua J Naftolin (Director)	$0	$0
Sarah Gardner Naftolin (Vice Pres)	$0	$0
Ralph Webb Gardner Ii (Asst. Vp)	$0	$0

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990-PF

Filed on June 15, 2022

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

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Fiscal Year Ending July
2020

Revenue

$49,303

Expenses

$208,501

Net Income

-$159,198

Net Assets

$674,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,500	25.4%
Interest Revenue	$4,923	10.0%
Dividends	$14,693	29.8%
Sales of Assets	$17,187	34.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,310	83.1%
Compensation of Officers*	$4,428	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$674,879
Total Liabilities	$642
Net Assets	$674,237

Compensation

Key Employees and Officers	Compensation	Other
Casey Hopper (Secretary)	$4,428	$0
O Max Gardner Iii (President)	$0	$0
Janet O Huffstetler (Treasurer)	$0	$0
Joshua J Naftolin (Director)	$0	$0
Sarah Gardner Naftolin (Vice Pres)	$0	$0
Ralph Webb Gardner Ii (Asst. Vp)	$0	$0

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990-PF

Filed on June 11, 2021

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

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XML

Fiscal Year Ending July
2019

Revenue

$105,855

Expenses

$158,550

Net Income

-$52,695

Net Assets

$833,434

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,500	7.1%
Interest Revenue	$4,920	4.6%
Dividends	$16,929	16.0%
Sales of Assets	$76,506	72.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,206	82.8%
Compensation of Officers*	$3,019	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$833,435
Total Liabilities	$1
Net Assets	$833,434

Compensation

Key Employees and Officers	Compensation	Other
Casey Hopper (Secretary)	$3,019	$0
O Max Gardner Iii (President)	$0	$0
Janet O Huffstetler (Treasurer)	$0	$0
Joshua J Naftolin (Director)	$0	$0
Sarah Gardner Naftolin (Vice Pres)	$0	$0
Ralph Webb Gardner Ii (Asst. Vp)	$0	$0

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990-PF

Filed on July 6, 2020

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

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Fiscal Year Ending July
2018

Revenue

$97,439

Expenses

$306,050

Net Income

-$208,611

Net Assets

$886,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,540	6.7%
Dividends	$18,174	18.7%
Sales of Assets	$72,725	74.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$271,120	88.6%
Compensation of Officers*	$4,510	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$886,130
Total Liabilities	$0
Net Assets	$886,130

Compensation

Key Employees and Officers	Compensation	Other
Casey Hopper (Secretary)	$4,510	$0
O Max Gardner Iii (President)	$0	$0
Janet O Huffstetler (Treasurer)	$0	$0
Joshua J Naftolin (Director)	$0	$0
Sarah Gardner Naftolin (Vice Pres)	$0	$0
Ralph Webb Gardner Ii (Asst. Vp)	$0	$0

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990-PF

Filed on June 14, 2019

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

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Fiscal Year Ending July
2017

Revenue

$99,553

Expenses

$272,974

Net Income

-$173,421

Net Assets

$1,094,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,023	7.1%
Dividends	$24,398	24.5%
Sales of Assets	$68,132	68.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,814	62.6%
Compensation of Officers*	$4,219	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,094,741
Total Liabilities	$0
Net Assets	$1,094,741

Compensation

Key Employees and Officers	Compensation	Other
Casey Hopper (Secretary)	$4,219	$0
O Max Gardner Iii (President)	$0	$0
Janet O Huffstetler (Treasurer)	$0	$0
Joshua J Naftolin (Director)	$0	$0
Sarah Gardner Naftolin (Vice Pres)	$0	$0
Ralph Webb Gardner Ii (Asst. Vp)	$0	$0

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990-PF

Filed on June 15, 2018

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

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Fiscal Year Ending July
2016

Revenue

$109,396

Expenses

$115,493

Net Income

-$6,097

Net Assets

$1,268,162

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,800	4.4%
Dividends	$30,132	27.5%
Sales of Assets	$74,464	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,720	56.0%
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	$1,268,162
Total Liabilities	$0
Net Assets	$1,268,162

Compensation

Key Employees and Officers	Compensation	Other
John M Gardner (Past Pres)	$0	$0
O Max Gardner Iii (President)	$0	$0
James Webb Gardner Jr (Past Sec/Tre)	$0	$0
Janet O Huffstetler (Treasurer)	$0	$0
Joshua J Naftolin (Director)	$0	$0
Sarah Gardner Naftolin (Vice Pres)	$0	$0
Ralph Webb Gardner Ii (Asst. Vp)	$0	$0
Casey Hopper (Secretary)	$0	$0

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990-PF

Filed on Dec. 14, 2016

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

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Fiscal Year Ending July
2015

Revenue

$229,277

Expenses

$192,586

Net Income

$36,691

Net Assets

$1,274,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.0%
Dividends	$41,401	18.1%
Sales of Assets	$187,857	81.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,986	95.5%
Compensation of Officers*	$1,000	0.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,274,259
Total Liabilities	$0
Net Assets	$1,274,259

Compensation

Key Employees and Officers	Compensation	Other
Amanda Gardner (Secretary)	$1,000	$0
John M Gardner (President)	$0	$0
O Max Gardner Iii (Sec/Treas)	$0	$0
James Webb Gardner Jr (Vice Pres)	$0	$0

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990-PF

Filed on Nov. 13, 2015

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

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Fiscal Year Ending July
2014

Revenue

$777,033

Expenses

$100,294

Net Income

$676,739

Net Assets

$1,237,568

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$46,999	6.0%
Sales of Assets	$730,031	94.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,186	98.9%
Compensation of Officers*	$5,200	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,237,654
Total Liabilities	$86
Net Assets	$1,237,568

Compensation

Key Employees and Officers	Compensation	Other
Amanda Gardner (Secretary)	$5,200	$0
John M Gardner (President)	$0	$0
O Max Gardner Iii (Vice P/Treas)	$0	$0
James Webb Gardner Jr (Vice Pres)	$0	$0
Sylvia Gardner (Treasurer)	$0	$0
Cameron Webb Gardner (Director)	$0	$0
James Gardner (Director)	$0	$0
Sarah G Naftolin (Director)	$0	$0
William S Gardner (Director)	$0	$0
Ann Gardner Adams (Director)	$0	$0
Ralph Webb Gardner Ii (Director)	$0	$0

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990-PF

Filed on June 10, 2015

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

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Fiscal Year Ending July
2013

Revenue

$34,825

Expenses

$79,420

Net Income

-$44,595

Net Assets

$560,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$509	1.5%
Dividends	$44,790	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,702	89.0%
Compensation of Officers*	$5,200	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$560,969
Total Liabilities	$140
Net Assets	$560,829

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending July
2012

Revenue

$79,127

Expenses

$90,634

Net Income

-$11,507

Net Assets

$605,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$256	0.3%
Dividends	$40,939	51.7%
Sales of Assets	$37,932	47.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,585	88.9%
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	$605,868
Total Liabilities	$117
Net Assets	$605,751

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending July
2011

Revenue

$43,676

Expenses

$38,398

Net Income

$5,278

Net Assets

$617,374

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$43,675	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,398	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	$617,374
Total Liabilities	$0
Net Assets	$617,374

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O Max Gardner Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $35.9k (2024)

Expenses $51.5k (2024)

Total Assets $356k (2024)

Total Liabilities $36.2k (2024)

Tax Filings by Year

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$35.9k (2024)

Expenses

$51.5k (2024)

Total Assets

$356k (2024)

Total Liabilities

$36.2k (2024)

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002

Fiscal Year Ending July
2001