Civic Intelligence

Robert & Molly Tarr Charitable Foundation

990PF • Fiscal year 2023 • EIN 04-3173231

Dec 01, 2022 to Nov 30, 2023 • Filed on Aug 16, 2024

Organization Profile
1129 Granville RoadCharlotte, NC 28207

(781) 929-9117

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

8th percentile

-107%

Higher net margin than 8% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

7th percentile

-19%

Faster asset growth than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

312%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,717,820

Down $628,004 (-19%) from 2022

Net Assets

Down

$2,717,820

Down $628,004 (-19%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin8th percentile

Revenue

Up

$540,553

Up $409,268 (+312%) from 2022

Expenses

Up

$1,117,489

Up $928,724 (+492%) from 2022

Net Income

Down

-$576,936

Down $519,456 (-904%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,245,728Liabilities 2011: $02011Assets 2012: $3,154,992Liabilities 2012: $02012Assets 2013: $3,258,975Liabilities 2013: $02013Assets 2014: $3,357,302Liabilities 2014: $02014Assets 2015: $3,490,240Liabilities 2015: $02015Assets 2019: $3,446,481Liabilities 2019: $02019Assets 2020: $3,467,468Liabilities 2020: $777Net Assets 2020: $3,466,6912020Assets 2021: $3,439,043Liabilities 2021: $0Net Assets 2021: $3,439,0432021Assets 2022: $3,345,824Liabilities 2022: $0Net Assets 2022: $3,345,8242022Assets 2023: $2,717,820Liabilities 2023: $0Net Assets 2023: $2,717,8202023Assets 2024: $191,259Liabilities 2024: $0Net Assets 2024: $191,2592024

Highlighted filing

2023

Assets$2,717,820
Liabilities$0
Net Assets$2,717,820
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $321,699Expenses 2011: $204,950Net Income 2011: $116,7492011Revenue 2012: $186,160Expenses 2012: $200,896Net Income 2012: -$14,7362012Revenue 2013: $341,488Expenses 2013: $237,505Net Income 2013: $103,9832013Revenue 2014: $318,610Expenses 2014: $193,034Net Income 2014: $125,5762014Revenue 2015: $316,714Expenses 2015: $175,188Net Income 2015: $141,5262015Revenue 2019: $165,970Expenses 2019: $276,365Net Income 2019: -$110,3952019Revenue 2020: $227,347Expenses 2020: $185,124Net Income 2020: $42,2232020Revenue 2021: $207,945Expenses 2021: $235,241Net Income 2021: -$27,2962021Revenue 2022: $131,285Expenses 2022: $188,765Net Income 2022: -$57,4802022Revenue 2023: $540,553Expenses 2023: $1,117,489Net Income 2023: -$576,9362023Revenue 2024: $558,144Expenses 2024: $3,423,777Net Income 2024: -$2,865,6332024

Highlighted filing

2023

Revenue$540,553
Expenses$1,117,489
Net Income-$576,936
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2022 to Nov 30, 2023
Signed
Aug 16, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J TARR JRTrustee-$0--
MOLLY U TARRTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert and Molly Tarr Charitable
EIN
04-3173231
Phone
7819299117
Address
1129 GRANVILLE ROAD, CHARLOTTE, NC 28207

Signing Officer

Name
Robert J Tarr Jr
Title
Trustee
Phone
7819299117
Signed
2024-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
920 5TH AVENUE SUITE 2800, SEATTLE, WA 98104
Preparer
Sue Robison
Phone
2062814444
Raw XML AppendixShowing 400 of 647 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/Amt02500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01250
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BANK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BLACKROCK INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GOOGLE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JOHNSON CONTROLS INTERNATIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5MCCORMICK & CO INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6MCDONALDS CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7MCKESSON CORP NEW
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8SPECTRA ENERGY PARTNERS LP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9STANLEY BLACK & DECKER INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10SYSCO CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11TIMKEN CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12VERIZON COMMUNICATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt050124
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150101
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt275513
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt349960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt450231
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt599442
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt648057
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt750109
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt850612
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt948343
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1062167
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1149502
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1251276
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt049882
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt149677
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt274742
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt349360
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt449298
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt598284
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt648607
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt749780
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt849833
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt947720
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1063056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1149099
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1249050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt231982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt514375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt617969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt717390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt84661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt915022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1021074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1120747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1219313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1321236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1418111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1519890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1627040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt184050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt197162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2026290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2147901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2224889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2326601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2416873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2510789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2619486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2718342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2825095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2914635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3023579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3124620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3227048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3344866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3414072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3530831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3621813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt029902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt447048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt547479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt631009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt735759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt854136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt930600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1037562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1130061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1225215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1328846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1417330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1536051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1637225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1730436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1854942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt197016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2023157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2136582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2226085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2329861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2433774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2534873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2640304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2729635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2830858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2930668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3022309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3127649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3235007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3332772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3435935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3525953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3633567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALIGN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BERKSHIRE HATHAWAY INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CONSTELLATION BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CROWN CASTLE INTL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JP MORGAN CHASE AND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21PAYPAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PROCTER AND GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25RAYTHEON TECHNOLOGIE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27SBA COMMUNICATIONS CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30THERMO FISCHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VERISK ANALYTICS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35WALT DISNEY CO HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0116287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt145684
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt255499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3126872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4137944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5105222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt633447
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt757391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN CENTURY EMERGING MARKETS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ARTISAN INTERNATIONAL ADVISOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES CORE MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES RUSSELL 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MAINSTAY HIGH YLD CORP BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD MID CAP GROWTH INDEX FUND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CAMDEN PRIVATE CAPITAL III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7METROPOLITAN RE PARTNERS GLOBAL II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0107687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt164281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt266199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3158999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4125901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5161358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt614878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt727682
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt051267
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt0776
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0452648
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt059
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt035394
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt0136
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0REFUND INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ORDINARY INCOME FROM CAMDEN PRIVATE CAPITAL III, LLC K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2OTHER INCOME FROM CAMDEN PRIVATE CAPITAL III, LLC K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3ORDINARY INCOME FROM METROPOLITAN RE PARTNERS GLOBAL II, LP K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4NET REE INCOME FROM METROPOLITAN RE PARTNERS GLOBAL II, LP K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5OTHER INCOME FROM METROPOLITAN RE PARTNERS GLOBAL II, LP K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt041
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1106
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-56
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3-39
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-33
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt5235
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd414
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd514
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt021
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt1-2
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0539563
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0990
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0540553
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0452648
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01090000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01090000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt052042
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt052043
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-576936
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02170676
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt035528
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt035530
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0452707
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0514332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01930
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01951
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0254
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt022960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt022960
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt078
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01091250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01117489
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0540472
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0540553
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01718028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0436432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt210084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0436432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt210084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02154460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2K-1 CAMDEN PRIVATE CAPITAL III LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3K-1 METROPOLITAN REAL ESTATE PARTNERS GLOBAL II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4UBI K-1 CAMDEN PRIVATE CAPITAL III LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5UBI K-1 METROPOLITAN REAL ESTATE PARTNERS GLOBAL II LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0452648
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-576936
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt059090
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08022
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02776910
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03345824
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02717820
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0181031
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0181031
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0181031
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0188180
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07149
IRS990PF/DistributableAmountGrp/TotalTaxAmt07149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt011
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt06050
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01110
IRS990PF/FMVAssetsEOYAmt03219370
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03345824
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02717820
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02022
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02022
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01026841
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0735437
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0728388
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0893855
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0749330
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01209290
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01176678
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0678346
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0726985
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0198450
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0552685
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0552685
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03345824
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02717820
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03219370
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03345824
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02717820
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03345824
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02717820
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03820913
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0263223
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03515130
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt057314
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt042560
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0188180
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03763599
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03820913
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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/PersonNm0ROBERT J TARR JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MOLLY U TARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01129 GRANVILLE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11129 GRANVILLE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01091250
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01091250
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,717,820
Liabilities
$0
Net assets
$2,717,820
Revenue
$540,553
Expenses
$1,117,489
Net income
-$576,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.56$3.42$2.87
2023Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.54$1.12$0.58
2022Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.13$0.19$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.21$0.24$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.47$0.00$3.47$0.23$0.19$0.04
2019Summary only. Only limited summary data is available for this year.$3.45$0.00$0.17$0.28$0.11
2015Summary only. Only limited summary data is available for this year.$3.49$0.00$0.32$0.18$0.14
2014Summary only. Only limited summary data is available for this year.$3.36$0.00$0.32$0.19$0.13
2013Summary only. Only limited summary data is available for this year.$3.26$0.00$0.34$0.24$0.10
2012Summary only. Only limited summary data is available for this year.$3.15$0.00$0.19$0.20$0.01
2011Summary only. Only limited summary data is available for this year.$3.25$0.00$0.32$0.20$0.12