Civic Intelligence

W Rudolph and Helen Jacobs Carter Charitable Foundation Tr

990PF • Fiscal year 2011 • EIN 20-6062344

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 04, 2012

Organization Profile
Post Office Box 146527894-1465
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

$769,297

No earlier filing loaded for comparison.

Net Assets

$769,297

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$60,671

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2011: $769,297Liabilities 2011: $0Net Assets 2011: $769,2972011Assets 2012: $763,954Liabilities 2012: $12012Assets 2013: $806,682Liabilities 2013: $0Net Assets 2013: $806,6822013Assets 2014: $841,267Liabilities 2014: $0Net Assets 2014: $841,2672014Assets 2015: $812,816Liabilities 2015: $0Net Assets 2015: $812,8162015Assets 2016: $785,197Liabilities 2016: $0Net Assets 2016: $785,1972016Assets 2017: $764,684Liabilities 2017: $0Net Assets 2017: $764,6842017Assets 2018: $768,131Liabilities 2018: $0Net Assets 2018: $768,1312018Assets 2019: $765,698Liabilities 2019: $0Net Assets 2019: $765,6982019Assets 2020: $749,209Liabilities 2020: $0Net Assets 2020: $749,2092020Assets 2021: $911,547Liabilities 2021: $0Net Assets 2021: $911,5472021Assets 2022: $900,547Liabilities 2022: $0Net Assets 2022: $900,5472022Assets 2023: $897,269Liabilities 2023: $0Net Assets 2023: $897,2692023Assets 2024: $875,268Liabilities 2024: $7,696Net Assets 2024: $867,5722024

Highlighted filing

2011

Assets$769,297
Liabilities$0
Net Assets$769,297
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $60,6712011Revenue 2012: $54,492Expenses 2012: $59,835Net Income 2012: -$5,3432012Revenue 2013: $103,451Expenses 2013: $60,723Net Income 2013: $42,7282013Revenue 2014: $98,390Expenses 2014: $63,805Net Income 2014: $34,5852014Revenue 2015: $35,084Expenses 2015: $62,371Net Income 2015: -$27,2872015Revenue 2016: $30,009Expenses 2016: $57,628Net Income 2016: -$27,6192016Revenue 2017: $38,045Expenses 2017: $58,558Net Income 2017: -$20,5132017Revenue 2018: $63,536Expenses 2018: $60,089Net Income 2018: $3,4472018Revenue 2019: $52,270Expenses 2019: $54,703Net Income 2019: -$2,4332019Revenue 2020: $43,588Expenses 2020: $60,077Net Income 2020: -$16,4892020Revenue 2021: $227,186Expenses 2021: $64,848Net Income 2021: $162,3382021Revenue 2022: $54,378Expenses 2022: $65,378Net Income 2022: -$11,0002022Revenue 2023: $7,503Expenses 2023: $10,781Net Income 2023: -$3,2782023Revenue 2024: $61,891Expenses 2024: $91,588Net Income 2024: -$29,6972024

Highlighted filing

2011

Revenue-
Expenses$60,671
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 4, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANCH BANKING TRUST COTrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCLEMSON UNIVERSITY IPTAYEDUCATION SCHOLARSHIPS-CLEMSON, SC, US$20,755
Paid GrantWINTHROP UNIVERSITYEDUCATION SCHOLARSHIPS-ROCK HILL, SC, US$13,836
Paid GrantUSC SCHOOL OF LAWEDUCATION SCHOLARSHIPS-COLUMBIA, SC, US$11,530
Filing and Contact Details

Filer

EIN
20-6062344
Raw XML AppendixShowing 400 of 892 raw XML fields

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired37PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired39PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name115 AON CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name256 AVERY DENNISON CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name330 AVERY DENNISON CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name484 AVERY DENNISON CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name520 AVERY DENNISON CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name64.194 COHEN & STEERS REALTY SHARES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name750 EDISON INTERNATIONAL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name875 FAMILY DOLLAR STORES INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name9473.569 FEDERATED HIGH YIELD BOND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1028.901 FEDERATED HIGH YIELD BOND INS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name11402.365 FEDERATED HIGH YIELD BOND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name12130 GENERAL ELECTRIC CO COM STK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1360 GENERAL ELECTRIC CO COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1467.137 HARBOR INTERNATIONAL FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1580 HONEYWELL INTL INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name165 HONEYWELL INTL INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1740 HUDSON CITY BANCORP INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1890 JP MORGAN CHASE & CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name19.652 KINDER MORGAN MANAGEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name20.642 KINDER MORGAN MANAGEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name21.736 KINDER MORGAN MANAGEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name22.723 KINDER MORGAN MANAGEMENT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2360 KRAFT FOODS INC - A
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2421.541 LAZARD EMERGING MKTS PORTFOL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2560 MORGAN STANLEY DEAN WITTER DIS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2620 MORGAN STANELY DEAN WITTER DIS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2775 PALL CORPORATION COMMON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2820 PAYCHECK INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2940 PEPSICO INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name30685.018 PIMCO FOREIGN BOND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name31128.986 PIMCO FOREIGN BOND FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name32379.561 PIMCO FOREIGN BOND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3321.045 PIMCO COMMODITY REAL RETURN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name34104.955 PIMCO COMMODITY REAL RETURN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3515 QUALCOMM INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3610 QUALCOMM INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name378 SPDR GOLD TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3812 SPDR GOLD TRUST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name39.695 STERLING CAPITAL SMALL VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name40308.422 STERLING CAPITAL TOTAL RETUR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name41296.03 STERLING CAPITAL TOTAL RETURN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name42164.608 STERLING CAPITAL TOTAL RETUR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name43538.39 STERLING CAPITAL TOTAL RETURN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name44782.483 STERLING CAPITAL TOTAL RETUR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4520 TEXAS INSTRUMENTS INC COM STK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4620 TEXAS INSTRUMENTS INC COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4730 TEXAS INSTRUMENTS INC COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4840 THE TRAVELERS COMPANIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4935 THE TRAVELERS COMPANIES INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name50180 US BANCORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name51321.698 VANGUARD MID CAP GROWTH FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name52490.996 VANGUARD MID CAP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name53248.447 VANGUARD MID CAP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name54140 VODAFONE GROUP PLC NEW SP ADR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5520 VODAFONE GROUP PLC NEW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5645 TRANSOCEAN LTD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0271
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1-14
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2933
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet3616
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet6-2
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet7600
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet8-357
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet924
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet28-21
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet29-89
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet301507
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet31318
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet321017
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet3372
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet35246
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet36161
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet37412
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet381077
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet39-3
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet40-136
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet413
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet42-2
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet43183
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet44431
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet45-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet46-129
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet47-79
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet48721
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet49490
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet50508
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet51254
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet52167
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet532022

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$769,297
Liabilities
$0
Net assets
$769,297
Revenue
-
Expenses
$60,671
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.75$0.08$8.68$0.62$0.92$0.30
2023Detailed filing. Detailed filing data is available for this year.$8.97$0.00$8.97$0.08$0.11$0.03
2022Detailed filing. Detailed filing data is available for this year.$9.01$0.00$9.01$0.54$0.65$0.11
2021Detailed filing. Detailed filing data is available for this year.$9.12$0.00$9.12$2.27$0.65$1.62
2020Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.44$0.60$0.16
2019Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.52$0.55$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.64$0.60$0.03
2017Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.38$0.59$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.30$0.58$0.28
2015Detailed filing. Detailed filing data is available for this year.$8.13$0.00$8.13$0.35$0.62$0.27
2014Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.98$0.64$0.35
2013Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$1.03$0.61$0.43
2012Summary only. Only limited summary data is available for this year.$7.64$0.00$0.54$0.60$0.05
2011Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.61