Civic Intelligence

Samuel Schneider Foundation Inc.

990PF • Fiscal year 2025 • EIN 13-6101811

Mar 01, 2024 to Feb 28, 2025 • Filed on Jan 13, 2026

Organization Profile
313 Augusta DriveStatesville, NC 28625

(704) 872-6797

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.00x

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2025 filings • $500k-$1M nonprofits • Source year 2025

Asset Growth

46th percentile

1.9%

Faster asset growth than 46% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-13%

Faster revenue growth than 19% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$992,298

Up $18,931 (+1.9%) from 2024

Net Assets

Up

$992,298

Up $18,931 (+1.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin67th percentile

Revenue

Down

$128,990

Down $18,801 (-13%) from 2024

Expenses

Up

$110,059

Up $4,606 (+4.4%) from 2024

Net Income

Down

$18,931

Down $23,407 (-55%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $975,638Liabilities 2011: $0Net Assets 2011: $975,6382011Assets 2012: $1,001,966Liabilities 2012: $0Net Assets 2012: $1,001,9662012Assets 2013: $1,001,589Liabilities 2013: $0Net Assets 2013: $1,001,5892013Assets 2014: $975,913Liabilities 2014: $0Net Assets 2014: $975,9132014Assets 2015: $938,606Liabilities 2015: $0Net Assets 2015: $938,6062015Assets 2016: $925,572Liabilities 2016: $0Net Assets 2016: $925,5722016Assets 2017: $1,010,963Liabilities 2017: $0Net Assets 2017: $1,010,9632017Assets 2018: $1,026,505Liabilities 2018: $0Net Assets 2018: $1,026,5052018Assets 2019: $1,000,156Liabilities 2019: $0Net Assets 2019: $1,000,1562019Assets 2020: $942,793Liabilities 2020: $0Net Assets 2020: $942,7932020Assets 2021: $962,542Liabilities 2021: $0Net Assets 2021: $962,5422021Assets 2022: $963,519Liabilities 2022: $0Net Assets 2022: $963,5192022Assets 2023: $931,029Liabilities 2023: $0Net Assets 2023: $931,0292023Assets 2024: $973,367Liabilities 2024: $0Net Assets 2024: $973,3672024Assets 2025: $992,298Liabilities 2025: $0Net Assets 2025: $992,2982025

Highlighted filing

2025

Assets$992,298
Liabilities$0
Net Assets$992,298
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

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

$200K$100K$0-$100KExpenses 2011: $45,2022011Expenses 2012: $42,4252012Expenses 2013: $70,2922013Revenue 2014: $60,505Expenses 2014: $86,181Net Income 2014: -$25,6762014Revenue 2015: $77,262Expenses 2015: $114,569Net Income 2015: -$37,3072015Revenue 2016: $93,378Expenses 2016: $106,412Net Income 2016: -$13,0342016Revenue 2017: $147,879Expenses 2017: $62,488Net Income 2017: $85,3912017Revenue 2018: $113,840Expenses 2018: $98,298Net Income 2018: $15,5422018Revenue 2019: $79,058Expenses 2019: $105,407Net Income 2019: -$26,3492019Revenue 2020: $49,506Expenses 2020: $106,869Net Income 2020: -$57,3632020Revenue 2021: $115,700Expenses 2021: $95,951Net Income 2021: $19,7492021Revenue 2022: $90,489Expenses 2022: $89,512Net Income 2022: $9772022Revenue 2023: $78,293Expenses 2023: $110,783Net Income 2023: -$32,4902023Revenue 2024: $147,791Expenses 2024: $105,453Net Income 2024: $42,3382024Revenue 2025: $128,990Expenses 2025: $110,059Net Income 2025: $18,9312025

Highlighted filing

2025

Revenue$128,990
Expenses$110,059
Net Income$18,931
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Jan 13, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER BRINKLEYTrustee-$0--
CAROLINE MCPHERSONTrustee-$0--
MATTHEW MCPHERSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINTERNATIONAL WALDENSTROM'S MACROGLOBULINEMIA FOUNDATIONPUBLIC SUPPORTPCSARASOTA, FL, US$10,000
Paid GrantSTONE RESEARCH FOUNDATIONPUBLIC SUPPORTPCSAN FRANCISCO, CA, US$10,000
Paid GrantFORSYTH COUNTY DAY SCHOOLPUBLIC SUPPORTPCLEWISVILLE, NC, US$8,000
Paid GrantSOUTHERN ENVIRONMENTAL LAW CENTERPUBLIC CHARITYPCCHAPEL HILL, NC, US$8,000
Paid GrantAFRICAN WILDLIFE FOUNDATIONPUBLIC SUPPORTPCWASHINGTON, DC, US$7,000
Paid GrantTUNNEL TO TOWERS FOUNDATIONPUBLIC SUPPORTPCSTATEN ISLAND, NY, US$7,000
Paid GrantSHRINERS HOSPITALS FOR CHILDRENPUBLIC SUPPORTPCTAMPA, FL, US$5,000
Paid GrantWORLD CENTRAL KITCHENPUBLIC CHARITYPCWASHINGTON, DC, US$5,000
Paid GrantWOUNDED WARRIOR PROJECTPUBLIC CHARITYPCJACKSONVILLE, NC, US$5,000
Paid GrantCONGREGATION EMANUELPUBLIC SUPPORTPCSTATESVILLE, NC, US$3,000
Paid GrantELEPHANT SANCTUARYPUBLIC SUPPORTPCHOHENWALD, TN, US$3,000
Paid GrantFIFTH ST MINISTRIESPUBLIC SUPPORTPCSTATESVILLE, NC, US$3,000
Paid GrantHOPE OF WINSTON SALEMPUBLIC CHARITYPCWINSTON SALEM, NC, US$3,000
Paid GrantIREDELL RESCUE SQUADPUBLIC SUPPORTPCSTATESVILLE, NC, US$3,000
Paid GrantHOSPICEPUBLIC SUPPORTPCSTATESVILLE, NC, US$2,000
Paid GrantIREDELL FRIENDS OF THE LIBRARYPUBLIC SUPPORTPCSTATESVILLE, NC, US$2,000
Paid GrantPROTECT DEMOCRACY PROJECTPUBLIC SUPPORTPCWASHINGTON, DC, US$2,000
Paid GrantTROUTMAN VOLUNTEER FIRE DEPARTMENTPUBLIC SUPPORTPCTROUTMAN, NC, US$2,000
Paid GrantDOVE HOUSEPUBLIC SUPPORTPCSTATESVILLE, NC, US$1,000
Paid GrantLAKE NORMAN HUMANEPUBLIC SUPPORTPCMOORESVILLE, NC, US$300
Filing and Contact Details

Filer

Filer Name
Samuel Schneider Foundation Inc
EIN
13-6101811
Phone
7048726797
Address
313 AUGUSTA DRIVE, STATESVILLE, NC 28625

Signing Officer

Name
Caroline Mcpherson
Title
Trustee
Phone
7048726797
Signed
2026-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Bernard Robinson & Company Llp
Address
1501 HIGHWOODS BLVD SUITE 300, GREENSBORO, NC 27410
Preparer
Ian J Reifkind
Phone
3362944494
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62800 SHS TEGNA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm631300 SHS TELEPHONE & DATA SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641600 SHS TEXTRON, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm653000 SHS TREDEGAR CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661600 SHS UNITED STATES CELLULAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6722 SHS V2X INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68193 SHS WARNER BROS DISCOVERY INC SERIES A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69800 SHS WELLS FARGO COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70400 SHS XYLEM INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt044427
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt084361
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0202
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0128990
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0128990
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt084361
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt089300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt089300
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt044427
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044427
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018931
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0205245
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt084361
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0110682
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0202
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0202
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt018151
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0115
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02566
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt089300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0110059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0128990
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0128990
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018308
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt020759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0120884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt084361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt084361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0205245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt084361
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018931
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0992298
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0973367
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0992298
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0105455
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0105455
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0105455
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0106993
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01538
IRS990PF/DistributableAmountGrp/TotalTaxAmt01538
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt033
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01538
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0229
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01538
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01538
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01800
IRS990PF/FMVAssetsEOYAmt02199257
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0773981
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0690245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01897204
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0973367
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0992298
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0199386
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0302053
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0302053
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0973367
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0992298
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02199257
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0973367
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0992298
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0973367
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0992298
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02172439
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0286810
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01885629
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032587
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0106993
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02139852
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02172439
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JENNIFER BRINKLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROLINE MCPHERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MATTHEW MCPHERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0199 STONEGATE LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1313 AUGUSTA DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2177 NOTTINGHAM CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0STATESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1STATESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2STATESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128677
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228625
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt089300
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt089300
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/SubjToTaxRmnrtnExPrchtPymtInd00
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0313 AUGUSTA DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0STATESVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028625
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CAROLINE MCPHERSON

Document Assets

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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$992,298
Liabilities
$0
Net assets
$992,298
Revenue
$128,990
Expenses
$110,059
Net income
$18,931
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.13$0.11$0.02
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.15$0.11$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.09$0.09$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.12$0.10$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.05$0.11$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.08$0.11$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.11$0.10$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.15$0.06$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.09$0.11$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.08$0.11$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06$0.09$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.05
Peer Organizations

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