Civic Intelligence

Kermit G Phillips II Charitable Trust

990PF • Fiscal year 2017 • EIN 04-6977585

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 16, 2018

Organization Profile
PO Box 4034Greensboro, NC 27404

(336) 458-0806

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.00x

Higher debt load relative to revenue than 8% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

11th percentile

$0

Higher top officer pay than 11% of similar nonprofits.

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

2017 filings • $50M-$100M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.2%

Faster asset growth than 63% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

788%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • $50M-$100M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$59,261,771

Up $4,510,876 (+8.2%) from 2016

Net Assets

Up

$59,255,552

Up $4,508,960 (+8.2%) from 2016

Liabilities

Up

$6,219

Up $1,916 (+45%) from 2016

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin86th percentile

Revenue

Up

$4,022,167

Up $3,568,997 (+788%) from 2016

Expenses

Down

$2,438,737

Down $2,820,189 (-54%) from 2016

Net Income

Up

$1,583,430

Up $6,389,186 (+133%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$80M$60M$40M$20M$0Assets 2011: $9,347,394Liabilities 2011: $02011Assets 2012: $9,370,850Liabilities 2012: $1,8862012Assets 2013: $55,907,880Liabilities 2013: $02013Assets 2014: $57,086,054Liabilities 2014: $02014Assets 2015: $57,676,285Liabilities 2015: $2,3952015Assets 2016: $54,750,895Liabilities 2016: $4,303Net Assets 2016: $54,746,5922016Assets 2017: $59,261,771Liabilities 2017: $6,219Net Assets 2017: $59,255,5522017Assets 2018: $55,225,070Liabilities 2018: $12,309Net Assets 2018: $55,212,7612018Assets 2019: $63,530,778Liabilities 2019: $18,118Net Assets 2019: $63,512,6602019Assets 2020: $63,114,572Liabilities 2020: $3,219,165Net Assets 2020: $59,895,4072020Assets 2021: $71,515,607Liabilities 2021: $33,535Net Assets 2021: $71,482,0722021Assets 2022: $58,854,090Liabilities 2022: $7,628Net Assets 2022: $58,846,4622022Assets 2023: $49,620,486Liabilities 2023: $4,104,034Net Assets 2023: $45,516,4522023Assets 2024: $49,875,275Liabilities 2024: $3,151,662Net Assets 2024: $46,723,6132024

Highlighted filing

2017

Assets$59,261,771
Liabilities$6,219
Net Assets$59,255,552
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $244,712Expenses 2011: $360,767Net Income 2011: -$116,0552011Revenue 2012: $456,219Expenses 2012: $434,649Net Income 2012: $21,5702012Revenue 2013: $47,448,468Expenses 2013: $894,849Net Income 2013: $46,553,6192013Revenue 2014: $4,302,407Expenses 2014: $3,124,233Net Income 2014: $1,178,1742014Revenue 2015: $2,427,478Expenses 2015: $3,594,638Net Income 2015: -$1,167,1602015Revenue 2016: $453,170Expenses 2016: $5,258,926Net Income 2016: -$4,805,7562016Revenue 2017: $4,022,167Expenses 2017: $2,438,737Net Income 2017: $1,583,4302017Revenue 2018: $4,649,457Expenses 2018: $2,575,093Net Income 2018: $2,074,3642018Revenue 2019: $2,744,722Expenses 2019: $2,774,174Net Income 2019: -$29,4522019Revenue 2020: -$1,574,144Expenses 2020: $3,665,638Net Income 2020: -$5,239,7822020Revenue 2021: $5,235,464Expenses 2021: $3,285,607Net Income 2021: $1,949,8572021Revenue 2022: $2,043,327Expenses 2022: $3,409,362Net Income 2022: -$1,366,0352022Revenue 2023: $2,657,105Expenses 2023: $3,908,837Net Income 2023: -$1,251,7322023Revenue 2024: $5,142,964Expenses 2024: $3,351,361Net Income 2024: $1,791,6032024

Highlighted filing

2017

Revenue$4,022,167
Expenses$2,438,737
Net Income$1,583,430
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 16, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE PHILLIPSTrustee-$0--
KEITH PHILLIPSTrustee-$0--
KERT PHILLIPSTrustee-$0--
KEVIN PHILLIPSTrustee-$0--
PETER GILCHRISTProtector-$0--
Filing and Contact Details

Filer

Filer Name
Kermit G Phillips Ii Charitable Trust
EIN
04-6977585
Phone
3364580806
Address
PO BOX 4034, GREENSBORO, NC 27404

Signing Officer

Name
Elizabeth Phillips
Title
President
Phone
3364580806
Signed
2018-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Lba Haynes Strand Pllc
Address
212 W MATTHEWS ST STE 102, MATTHEWS, NC 28105
Preparer
David D Fraser
Phone
7048411120
Raw XML AppendixShowing 400 of 621 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/Amt022431
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02014-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12014-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22014-12-31
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt011707
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt122330
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt22200
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt02341
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt13190
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2220
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt17.000000000000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt210.000000000000
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt20
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt05851
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt17968
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2550
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc02014 EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12014 FURN & FIXT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22014 IMPROVE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE OBLIGATIONS - SEE ATTACHED STATEMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01953252
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01949413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt037733794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt043217665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK - SEE ATTACHED STATEMENT
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0651612
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0648195
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0581123
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0570643
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010596078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14506788
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0OTHER INVESTMENTS - SEE ATTACHED STATEMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1UNREALIZED APPRECIATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2SELF HELP CREDIT UNION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt09670947
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21027
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0826231
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02180839
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/UnrelatedBusinessTaxblIncmAmt01015097
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03007070
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01015097
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04022167
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt022431
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02180839
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01934723
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01934723
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt05751
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0826231
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0826231
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01583430
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt010788913
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt017286
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02180839
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03031107
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0165304
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01826
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt071571
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0144389
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01015097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0118526
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0125727
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt08281
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt056578
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01934723
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0120352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02438737
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03151459
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04022167
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0120352
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0504014
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt031085
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08608074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01263908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1916931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01263908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1916931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09871982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1916931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED STMTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02180839
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01583430
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0531325
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03456855
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt059786877
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt054746592
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt059255552
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02692201
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02692201
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02692201
IRS990PF/DistributableAmountGrp/IncomeTaxAmt084298
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02837121
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt060622
IRS990PF/DistributableAmountGrp/TotalTaxAmt0144920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04539
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt055000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt060622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt060622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt060622
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt059539
IRS990PF/FMVAssetsEOYAmt057952709
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt04303
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt06219
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01980
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02413
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01980
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0293521
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0176288
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0176288
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01953252
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01949413
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt034191126
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt037733794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt043217665
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0176215
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt020120
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0523320
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt0176215
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0176215
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt0142000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0508951
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0503200
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt016117
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansBOYAmt01807339
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYAmt01907339
IRS990PF/Form990PFBalanceSheetsGrp/MortgageLoansEOYFMVAmt01087339
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015212033
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015103893
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt09671974
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt054746592
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt059255552
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01660819
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0473075
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0473075
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt054750895
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt059261771
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt057952709
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt04303
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt06219
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt054750895
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt059261771
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt054746592
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt059255552
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0898478
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01232735
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01218838
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt057606522
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01281042
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt044135082
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0864098
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt012190398
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02837121
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt056742424
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt057606522
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt066176
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt154128
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt04492
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt13789
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0CATHERINE BURNETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1PAMELA BILODEAU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CHIEF OPERATING OFFI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1EXECUTIVE COORDINATO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0PO BOX 4034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1PO BOX 4034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd027404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd127404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MORGAN STANLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0118525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0333 W SAN CARLOS ST STE 1100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd095110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHERINE PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEITH PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KERT PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3KEVIN PHILLIPS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4PETER GILCHRIST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PROTECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 4034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 4034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 4034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 4034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO BOX 4034
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4GREENSBORO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd327404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd427404
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02824241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02854552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05053822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03114099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02727587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0721187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0325000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.097216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.016216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.034264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt030311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt056742424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt051985623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt058199075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt057230106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt044472423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09485282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01934723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.248864
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01934723
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01934723
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01934723
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0REAL PROPERTY RENTED TO PUBLIC CHARITY AT A NOMINAL AMOUNT
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
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LBA HAYNES STRAND PLLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0212 W MATTHEWS ST STE 102
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MATTHEWS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd01
IRS990PF/StatementsRegardingActyGrp/PhoneNum07048411120
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.PHILLIPSFOUNDATIONNC.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FAMILY WELLNESS: THE PHILLIPS FOUNDATION SEEKS TO LEVERAGE THE FOUNDATION'S EXISTING GRANT PARTNERSHIPS TO EVOLVE TOWARD UPSTREAM PREVENTION OF SOCIAL ISSUES BY ADDRESSING ROOT PROBLEMS OF FAMILY BREAKDOWN AND DYSFUNCTION THROUGH RESEARCH-BASED TOOLS FOR HEALTHY RELATIONSHIPS AND FAMILY WELLNESS. THIS DIRECT CHARITABLE ACTIVITY CARRIES OUT THE EDUCATIONAL AND CHARITABLE PURPOSES OF THE FOUNDATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0HOMELESSNESS: THE PHILLIPS FOUNDATION SEEKS TO: IMPROVE ITS APPROACH TO PREVENTING AND ENDING HOMELESSNESS THROUGH LEVERAGING SUCCESSFUL GRANTEE MODELS (SUCH AS HOUSING FIRST AND YV LIFESET); CONVENE WITH PARTNERS TO DEVELOP LARGE SCALE SOLUTIONS; AND FOSTER COLLABORATION AMONG PARTNERS AND PHILLIPS FOUNDATION TO SCALE OUT INITIATIVES MORE BROADLY. THE PHILLIPS FOUNDATION ALSO AIMS TO LEARN FROM ITS GRANTEES HOW THE FOUNDATION'S INVESTMENTS IN THEM CAN BE LEVERAGED MORE FULLY. THIS DIRECT CHARITABLE ACTIVITY CARRIES OUT THE EDUCATIONAL AND CHARITABLE PURPOSES OF THE FOUNDATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0IMPACT INVESTING: THE PHILLIPS FOUNDATION SEEKS TO CREATE A PLATFORM TO AMPLIFY SOCIAL AND ENVIRONMENTAL VALUE THROUGH FINANCIAL INVESTMENTS, A PRACTICE KNOW AS IMPACT INVESTING. THROUGH A SERIES OF EVENTS, GATHERINGS, AND COLLABORATIONS THAT BRING TOGETHER A VARIETY OF STAKEHOLDERS, THE FOUNDATION WILL MEET THIS MISSION-RELATED GOAL THROUGH ACTIVITIES INCLUDING BUT NOT LIMITED TO: PROVIDING EDUCATIONAL PROGRAMS, CONVENING PARTNERS, FOSTERING COLLABORATION, CREATING DEAL-FLOW, AND EXPLORING OPPORTUNITIES. THIS DIRECT CHARITABLE ACTIVITY CARRIES OUT THE EDUCATIONAL AND CHARITABLE PURPOSES OF THE FOUNDATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0350000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4144999
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7282224
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt87500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DOWNTOWN GREENWAY; OPERATIONS AND PROGRAMS SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ESTABLISH ENDOWMENT TO SUPPORT MAINTENANCE AND ENHANCED PROGRAMMING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TANGER PERFORMING ARTS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SALVATION ARMY OF GREENSBORO BOYS & GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HEALTHY RELATIONSHIPS INITIATIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5UNION SQUARE CAMPUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6HAYES-TAYLOR YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7YOUTH VILLAGES LIFESET IN GUILFORD COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SAY YES TO EDUCATION EVENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ACTION GREENSBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GREENSBORO CHILDREN'S MUSEUM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE COMMUNITY FOUNDATION OF GREATER GREENSBORO INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNC-G EXCELLENCE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5UNION SQUARE CAMPUS INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,261,771
Liabilities
$6,219
Net assets
$59,255,552
Revenue
$4,022,167
Expenses
$2,438,737
Net income
$1,583,430
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$49.9$3.15$46.7$5.14$3.35$1.79
2023Detailed filing. Detailed filing data is available for this year.$49.6$4.10$45.5$2.66$3.91$1.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.9$0.01$58.8$2.04$3.41$1.37
2021Detailed filing. Detailed filing data is available for this year.$71.5$0.03$71.5$5.24$3.29$1.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.1$3.22$59.9$1.57$3.67$5.24
2019Detailed filing. Detailed filing data is available for this year.$63.5$0.02$63.5$2.74$2.77$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.2$0.01$55.2$4.65$2.58$2.07
2017Detailed filing. Detailed filing data is available for this year.$59.3$0.01$59.3$4.02$2.44$1.58
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.8$0.00$54.7$0.45$5.26$4.81
2015Summary only. Only limited summary data is available for this year.$57.7$0.00$2.43$3.59$1.17
2014Summary only. Only limited summary data is available for this year.$57.1$0.00$4.30$3.12$1.18
2013Summary only. Only limited summary data is available for this year.$55.9$0.00$47.4$0.89$46.6
2012Summary only. Only limited summary data is available for this year.$9.37$0.00$0.46$0.43$0.02
2011Summary only. Only limited summary data is available for this year.$9.35$0.00$0.24$0.36$0.12