Liabilities / Assets
41st percentile
Higher debt load relative to assets than 41% of similar nonprofits.
EIN 20-6062344 • Charlotte, NC
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
41st percentile
Higher debt load relative to assets than 41% of similar nonprofits.
Liabilities / Revenue
44th percentile
Higher debt load relative to revenue than 44% of similar nonprofits.
Net Margin
12th percentile
Higher net margin than 12% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
41st percentile
Faster asset growth than 41% of similar nonprofits.
Revenue Growth
2nd percentile
Faster revenue growth than 2% of similar nonprofits.
Assets
Down$875,268
Down $22,001 (-2.5%) from 2023
Liabilities
Up$7,696
Up $7,696 from 2023
Net Assets
Down$867,572
Down $29,697 (-3.3%) from 2023
Revenue
Up$61,891
Up $54,388 (+725%) from 2023
Expenses
Up$91,588
Up $80,807 (+750%) from 2023
Net Income
Down-$29,697
Down $26,419 (-806%) from 2023
Most recent year
2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TRUIST BANK | Trustee | - | $0 | - | - |
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/Amt | 0 | 1250 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | ACCOUNTANTS |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 1250 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 0 | 2023-07 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 1 | 2022-08 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 0 | TRUIST STATEMENT |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 1 | TRUIST STATEMENT |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 0 | 1120341 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 1 | 266495 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 0 | 1147296 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 1 | 267784 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 0 | PURCHASE |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 1 | PURCHASE |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 0 | 2024-07 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 1 | 2024-07 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt | 0 | 26955 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt | 1 | 1289 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | ABBVIE INC COMMON |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 1 | AIR LEASE CORP MTN |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 2 | AMERICAN HONDA |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 3 | ANNHEUSER-BUSCH COS |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 4 | BANK OF AMERICA |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 5 | BANK OF MONTREAL |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 6 | BANK OF NOVA SCOTIA |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 7 | BANK OF NY MTN |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 8 | BAT INTL FINANCE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 9 | BP CAP MARKET AMERICA |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 10 | CANADIAN IMP BK CONV |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 11 | COMAST CORP |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 12 | CVS CAREMARK |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 13 | DISCOVERY COMMUN |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 14 | DODGE & COX INCOME FUND |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 15 | DOUBLELINE TOTAL RETURN |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 16 | DUKE ENERGY |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 17 | FIFTH THIRD BANCORP |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 18 | GENERAL MOTORS FINL |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 19 | GOLDMAN SACHS COMMON |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 20 | GOLMAN SCHS GWP PRT |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 21 | HAWAII ST 1.518% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 22 | HUNTINGTON BANCSHARES |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 23 | ISHARES 20+ TREASURY BOND |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 24 | ISHARES 5-10 Y INV GRADE COPR ETF |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 25 | ISHARES CORE US AGGREGATE BOND |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 26 | JOHN DEERE CAP |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 27 | JP MORGAN CHASE & CO |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 28 | KINDER MORGAN |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 29 | LOCKHEED MARTIN |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 30 | LOWE'S COMPANIES |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 31 | MASSACHUSETTS STATE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 32 | MORGAN STANLEY |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 33 | NASSAU COUNTY NY |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 34 | NEW YORK STATE URBAN |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 35 | NUCOR CORP |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 36 | PIMA CNTY PLEDGE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 37 | PNC FINANCIALS |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 38 | PUBLIC SERVICE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 39 | REALTY INCOME CORP |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 40 | ROYAL BANK CANADA MTN |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 41 | SCHLUMBERGER LTD |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 42 | SIMON PROPERTY GROUP |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 43 | TEXAS STATE A&M |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 44 | TORONTO-DOMINION |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 45 | UNITEDHEALTH GROUP |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 46 | UNIVERSITY OF CALIFORNIA |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 47 | US TREASURY NOTE .625% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 48 | US TREASURY NOTE 1.5% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 49 | US TREASURY NOTE 1.875% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 50 | US TREASURY NOTE 2.0% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 51 | US TREASURY NOTE 2.375% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 52 | US TREASURY NOTE 2.750% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 53 | US TREASURY NOTE 3.125% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 54 | US TREASURY NOTE 3.250% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 55 | US TREASURY NOTE 3.625% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 56 | US TREASURY NOTE 3.875% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 57 | US TREASURY NOTE 4.375% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 58 | US TREASURY NOTE 4.875% |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 59 | WELLS FARGO & CO |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 60 | WESTPAC BANKING CORP |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 174169 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 1 | 37403 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 2 | 37127 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 3 | 189979 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 173825 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 1 | 35979 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 2 | 36108 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 3 | 186823 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 25231 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 15288 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 17400 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 26895 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 12624 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 40388 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 133606 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 26553 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 19144 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 6902 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 21339 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 62468 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 27135 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 17151 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 21507 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 31759 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 11587 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 43204 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 176604 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 29204 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 20616 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 6306 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 19749 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 86255 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | APPLE COMPUTER CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | ARTISAN INTERNATIONAL |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | CHARLES SCHWAB |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | CITIGROUP INC COMMON |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | COHEN & STEERS REALTY SHARES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | DFA US L/C VALUE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | DFS US SMALL CAP PORTFOLIO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | EATON VANCE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | FISERV INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | GQG PART EMERG MKTS EQ |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | HARTFORD DIVIDEND & GROWTH |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | ISHARES CORE S&P 500 ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | ISHARES CORE S&P MID-CAP ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | ISHARES S&P 500 VALUE ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | JOHCM INTERNATIONAL SELECT FUND |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | LOOMIS SAYLES GROWTH |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | SPDR BLOOMBERG 1-3 MONTH |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | T MOBILE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | T ROWE PRICE INTEGRATED US |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | US BANCORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | VANGUARD DIVIDEND APPREC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | VANGUARD FTSE DEVELOPED MARKETS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | VANGUARD RUSSELL 1000 GROWTH |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 23 | VMWARE INC |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 27438 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt | 0 | 34279 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt | 0 | 174 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 27612 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 34279 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 61891 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 1250 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 1250 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 6035 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 69270 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 69270 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 27438 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 27438 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | -29697 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 1421115 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 34279 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 11329 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 13142 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 13142 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt | 0 | 174 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt | 0 | 174 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 7926 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 7926 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 69270 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 22318 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 91588 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 33647 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 61891 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 22318 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 22318 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 6035 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | -29697 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 867572 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 897269 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 867572 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 46525 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 46525 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 46525 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 46682 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 157 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 157 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 157 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 157 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 157 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt | 0 | 157 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 952564 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt | 0 | 48455 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt | 0 | 196 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt | 0 | 196 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 384219 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 438678 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 432735 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 464595 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 407838 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 491077 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt | 0 | 7696 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt | 0 | 897269 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt | 0 | 867572 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 28556 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 28556 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 897269 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 875268 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 952564 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 7696 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 897269 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 875268 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 897269 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 867572 |
| IRS990PF/MethodOfAccountingCashInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 947862 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 31385 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 916477 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 14218 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 46682 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 933644 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 947862 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | TRUIST BANK |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | PO BOX 896825 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 282896825 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt | 0 | 69270 |
| IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt | 0 | 69270 |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | false |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr | 0 | 2022 |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 0 | true |
| IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt | 0 | PO BOX 896825 |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm | 0 | CHARLOTTE |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd | 0 | NC |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd | 0 | 282896825 |
| IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd | 0 | SC |
| IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt | 0 | MICHAELLE FORD |
| IRS990PF/StatementsRegardingActyGrp/PhoneNum | 0 | 9843288984 |
| IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd | 0 | true |
| IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt | 0 | N/A |
| IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt | 0 | N/A |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 0 | 17317 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 1 | 31172 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt | 2 | 20781 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 0 | EDUCATION SCHOLARSHIPS |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 1 | EDUCATION SCHOLARSHIPS |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt | 2 | EDUCATION SCHOLARSHIPS |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt | 0 | USC SCHOOL OF LAW |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt | 1 | CLEMSON UNIVERSITY IPTAY |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt | 2 | WINTHROP UNIVERSITY |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt | 0 | OFFICE OF DEVELOPMENT |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt | 1 | ATTN BERT HENDERSON |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt | 2 | OFFICE OF PLANNED GIVING |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt | 0 | 701 SOUTH MAIN STREET |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt | 1 | PO BOX 1529 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt | 2 | 126 TILLMAN HALL |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt | 0 | SUITE 202 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm | 0 | COLUMBIA |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm | 1 | CLEMSON |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm | 2 | ROCK HILL |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd | 0 | SC |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd | 1 | SC |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd | 2 | SC |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd | 0 | 29208 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd | 1 | 29633 |
| IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd | 2 | 29733 |
| IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd | 0 | X |
| IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt | 0 | 69270 |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd | 0 | false |
| IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd | 0 | false |
| IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt | 0 | 25506 |
| IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt | 0 | 43764 |
| IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt | 0 | 46525 |
| IRS990PF/UndistributedIncomeGrp/PriorYear1Yr | 0 | 2021 |
| IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt | 0 | 25506 |
| IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt | 0 | 25506 |
| IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt | 0 | 69270 |
| IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt | 0 | 25506 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt | 0 | 21019 |
| IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt | 0 | 43764 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 0 | EXPENSES |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc | 1 | FIDUCIARY FEES |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt | 0 | 13142 |
| OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt | 0 | 13142 |
| OtherIncomeSchedule2/OtherIncomeDetail/Desc | 0 | OTHER INVESTMENT INCOME |
| OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt | 0 | 174 |
| OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt | 0 | 174 |
| OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc | 0 | DUE TO ENDOWMENT |
| OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt | 0 | 7696 |
| TaxesSchedule/TaxesDetail/Amt | 0 | 7926 |
| TaxesSchedule/TaxesDetail/CategoryTxt | 0 | INTERNAL REVENUE SERVICE |
| TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt | 0 | 7926 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TRUIST BANK |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4042148966 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-04-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CARTER CHARITABLE FOUNDATION TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CART |
| ReturnHeader/Filer/EIN | 0 | 206062344 |
| ReturnHeader/Filer/PhoneNum | 0 | 2522464932 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 896825 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHARLOTTE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 282896825 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 920971496 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RHINEHART & SUMMERS CPAS LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 584 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ORANGEBURG |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | SC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 291160584 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8035366866 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-04-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | HEATHER D RHINEHART |
| ReturnHeader/ReturnTs | 0 | 2025-04-28T16:11:07-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
No mirrored PDF or thumbnail assets are attached yet.