Civic Intelligence

Pate Mcclintic Foundation Tr

990PF • Fiscal year 2022 • EIN 01-6181111

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 21, 2023

Organization Profile
1450 Raleigh Road Suite 300Chapel Hill, NC 27517

(877) 489-2600

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Net Margin

10th percentile

-649%

Higher net margin than 10% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2022 filings • NTEE T20 • $500k-$1M nonprofits • Source year 2022

Asset Growth

31st percentile

-8.5%

Faster asset growth than 31% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

10th percentile

-89%

Faster revenue growth than 10% of similar nonprofits.

2022 filings • NTEE T20 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$590,329

Down $54,627 (-8.5%) from 2021

Net Assets

Down

$590,329

Down $54,627 (-8.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin10th percentile

Revenue

Down

$8,222

Down $67,143 (-89%) from 2021

Expenses

Up

$61,575

Up $9,647 (+19%) from 2021

Net Income

Down

-$53,353

Down $76,790 (-328%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$800K$600K$400K$200K$0Assets 2015: $692,739Liabilities 2015: $02015Assets 2016: $663,751Liabilities 2016: $0Net Assets 2016: $663,7512016Assets 2017: $686,097Liabilities 2017: $0Net Assets 2017: $686,0972017Assets 2018: $656,060Liabilities 2018: $0Net Assets 2018: $656,0602018Assets 2019: $633,202Liabilities 2019: $0Net Assets 2019: $633,2022019Assets 2020: $620,902Liabilities 2020: $0Net Assets 2020: $620,9022020Assets 2021: $644,956Liabilities 2021: $0Net Assets 2021: $644,9562021Assets 2022: $590,329Liabilities 2022: $0Net Assets 2022: $590,3292022Assets 2023: $582,633Liabilities 2023: $0Net Assets 2023: $582,6332023Assets 2024: $583,462Liabilities 2024: $0Net Assets 2024: $583,4622024

Highlighted filing

2022

Assets$590,329
Liabilities$0
Net Assets$590,329
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

$100K$50K$0-$50K-$100KRevenue 2015: $77,999Expenses 2015: $38,629Net Income 2015: $39,3702015Revenue 2016: $17,441Expenses 2016: $46,429Net Income 2016: -$28,9882016Revenue 2017: $59,514Expenses 2017: $37,168Net Income 2017: $22,3462017Revenue 2018: $8,641Expenses 2018: $38,678Net Income 2018: -$30,0372018Revenue 2019: $21,270Expenses 2019: $44,128Net Income 2019: -$22,8582019Revenue 2020: $30,817Expenses 2020: $43,117Net Income 2020: -$12,3002020Revenue 2021: $75,365Expenses 2021: $51,928Net Income 2021: $23,4372021Revenue 2022: $8,222Expenses 2022: $61,575Net Income 2022: -$53,3532022Revenue 2023: $40,204Expenses 2023: $46,161Net Income 2023: -$5,9572023Revenue 2024: $44,246Expenses 2024: $43,630Net Income 2024: $6162024

Highlighted filing

2022

Revenue$8,222
Expenses$61,575
Net Income-$53,353
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 21, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH PATE MCCLINTICDirectorPT$0--
ABBOT H MCCLINTICDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Pate-mcclintic Foundation
EIN
01-6181111
Phone
8774892600
Address
1450 RALEIGH ROAD SUITE 300, CHAPEL HILL, NC 27517

Signing Officer

Name
Elizabeth Pate Mcclintic
Title
Director
Phone
8774892600
Signed
2023-06-21
Discuss with paid preparer
Yes

Preparer

Firm
Norton Collar Lund Lilley Pllc
Address
7701 SIX FORKS RD STE 100, RALEIGH, NC 27615
Preparer
John H Collar Iii
Phone
9198411000
Raw XML Appendix324 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02625
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FRANKLIN STREET - ST COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1FRANKLIN STREET - LT COVERED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0116486
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1164838
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE ATTACHED SCHEDULE 1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0207740
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0183244
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0449610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED SCHEDULE 1
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt014944
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt014944
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014944
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-53353
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0274602
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-6722
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08950
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04826
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0124
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt054000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt061575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016525
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt08222
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07575
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01581
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-53353
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01274
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0591603
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0644956
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0590329
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036385
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036385
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036385
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036509
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0124
IRS990PF/DistributableAmountGrp/TotalTaxAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0799
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0675
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0124
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0799
IRS990PF/FMVAssetsEOYAmt0642459
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0224326
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0207740
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0183244
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0403566
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0372984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0449610
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0644956
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0590329
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0511
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0530
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0530
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016553
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09075
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0644956
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0590329
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0642459
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0644956
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0590329
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0644956
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0590329
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0741300
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012814
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0728053
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011120
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0433
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036509
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0730180
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0741300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH PATE MCCLINTIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ABBOT H MCCLINTIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01407 MARSH POINTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11407 MARSH POINTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MOREHEAD CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MOREHEAD CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028557
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128557
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt054000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt054000
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/IndividualWithBooksNm0FRANKLIN STREET TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHAPEL HILL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027517
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08774892600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt54000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt64000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt720000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt92000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt102000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CROSS & CHALICE SCHOLARSHIP ENDOWMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ANNUAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4ANNUAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7BUILDING & ENDOWMENT CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SAINT MARY'S FOREVER CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10ANNUAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SAINT ANDREWS EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6CHRIST EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7VIRGINIA EPISCOPAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8SAINT MARY'S SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9BOYS GIRLS CLUBS OF THE COASTAL P
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 VES ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11210 VARSITY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2900 HILLSBOROUGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3224 MARKET STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4320 POLLOCK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5101 AIRLIE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6120 E EDENTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7400 VES ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8900 HILLSBOROUGH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt93321 BRIDGES ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10POST OFFICE BOX 704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SUITE 202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1919 GEORGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LYNCHBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2RALEIGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WILMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4NEW BERN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd227603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd428563
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd627601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd724503
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd827603
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd928557
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1028560
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt054000
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/AppliedToCurrentYearAmt030197
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt023803
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036385
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt054000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06188
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt023803
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0511
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0530
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0530
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01274
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NONDIVIDENDS REDUCED COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04826
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAN & MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04826
TaxesSchedule/TaxesDetail/Amt0124
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0124
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH PATE MCCLINTIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08774892600
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PATE-MCCLINTIC FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O FRANKLIN STREET TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PATE
ReturnHeader/Filer/EIN0016181111
ReturnHeader/Filer/PhoneNum08774892600
ReturnHeader/Filer/USAddress/AddressLine1Txt01450 RALEIGH ROAD SUITE 300
ReturnHeader/Filer/USAddress/CityNm0CHAPEL HILL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027517
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562034483
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NORTON COLLAR LUND LILLEY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07701 SIX FORKS RD STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027615
ReturnHeader/PreparerPersonGrp/PhoneNum09198411000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN H COLLAR III
ReturnHeader/ReturnTs02023-08-29T13:09:55-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ELIZABETH PATE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCLINTIC
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$590,329
Liabilities
$0
Net assets
$590,329
Revenue
$8,222
Expenses
$61,575
Net income
-$53,353
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.44$0.44$0.01
2023Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.40$0.46$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.08$0.62$0.53
2021Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.45$0.75$0.52$0.23
2020Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.31$0.43$0.12
2019Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.21$0.44$0.23
2018Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.09$0.39$0.30
2017Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.60$0.37$0.22
2016Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.17$0.46$0.29
2015Summary only. Only limited summary data is available for this year.$6.93$0.00$0.78$0.39$0.39