Civic Intelligence

Kermit G Phillips II Charitable Trust

990PF • Fiscal year 2019 • EIN 04-6977585

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

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

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

2019 filings • NTEE T • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

56th percentile

0.01x

Higher debt load relative to revenue than 56% of similar nonprofits.

2019 filings • NTEE T • $50M-$100M nonprofits • Source year 2019

Net Margin

36th percentile

-1.1%

Higher net margin than 36% of similar nonprofits.

2019 filings • NTEE T • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

7th percentile

-41%

Faster revenue growth than 7% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$63,530,778

Up $8,305,708 (+15%) from 2018

Net Assets

Up

$63,512,660

Up $8,299,899 (+15%) from 2018

Liabilities

Up

$18,118

Up $5,809 (+47%) from 2018

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin36th percentile

Revenue

Down

$2,744,722

Down $1,904,735 (-41%) from 2018

Expenses

Up

$2,774,174

Up $199,081 (+7.7%) from 2018

Net Income

Down

-$29,452

Down $2,103,816 (-101%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2019

Assets$63,530,778
Liabilities$18,118
Net Assets$63,512,660
Open 2019 Filing

Operations Trend

Revenue Growth7th 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

2019

Revenue$2,744,722
Expenses$2,774,174
Net Income-$29,452
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay13th 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
2020-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Aprio Llp
Address
212 W MATTHEWS ST STE 102, MATTHEWS, NC 28105
Preparer
David D Fraser
Phone
7048411120
Raw XML AppendixShowing 400 of 728 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0643620
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-29452
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08329351
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt063512660
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt055212761
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt063512660
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02865828
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02865828
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02865828
IRS990PF/DistributableAmountGrp/IncomeTaxAmt097815
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02994577
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt030934
IRS990PF/DistributableAmountGrp/TotalTaxAmt0128749
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt044837
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt075771
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt030934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt044837
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt030934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt030934
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt075771
IRS990PF/FMVAssetsEOYAmt068023952
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt012309
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt018118
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0830255
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0349093
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0349093
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01181197
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01184719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01231545
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt041330594
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt041261388
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt047492561
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt032022
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0527795
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0501253
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0495773
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0495773
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0600000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0600000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08964720
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt017235115
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt015400623
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0150000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt055212761
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt063512660
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0365654
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0726418
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0726418
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt055225070
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt063530778
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt068023952
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt012309
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt018118
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt055225070
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt063530778
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt055212761
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt063512660
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01801397
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01528272
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01577939
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt060803596
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0905291
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt059898305
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0912054
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02994577
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt059891542
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt060803596
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0107395
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt161221
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt07447
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt13917
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0CATHERINE BURNETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1LORI UNDERHILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0CHIEF OPERATING OFFI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1ADMINISTRATIVE
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/BusinessName/BusinessNameLine1Txt1CICERO RESEARCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2NEXUS IMPACT ADVISORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0182271
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt160205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt252864
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1WEBSITE DEVELOPMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2WEBSITE CONTENT CURATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0333 W SAN CARLOS ST STE 1100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt135 N RIO GRANDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt24413 18TH STREET N
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0SAN JOSE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2ARLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd095110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd184101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd222207
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/AdjNetVlNoncharitableAssetsAmt03227076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03242543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02159529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01934723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05053822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03114099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02727587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.036929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.034097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.097216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt015467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt059891542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt058477153
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt056742424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt051985623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt058199075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt057230106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01933645

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,530,778
Liabilities
$18,118
Net assets
$63,512,660
Revenue
$2,744,722
Expenses
$2,774,174
Net income
-$29,452
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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