Civic Intelligence

W Rudolph and Helen Jacobs Carter Charitable Foundation Tr

990PF • Fiscal year 2014 • EIN 20-6062344

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 08, 2015

Organization Profile
Post Office Box 1465Wilson, NC 27894-1465

(252) 246-4932

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

85th percentile

35%

Higher net margin than 85% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

60th percentile

4.3%

Faster asset growth than 60% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

31st percentile

-4.9%

Faster revenue growth than 31% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$841,267

Up $34,585 (+4.3%) from 2013

Net Assets

Up

$841,267

Up $34,585 (+4.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin85th percentile

Revenue

Down

$98,390

Down $5,061 (-4.9%) from 2013

Expenses

Up

$63,805

Up $3,082 (+5.1%) from 2013

Net Income

Down

$34,585

Down $8,143 (-19%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2014

Assets$841,267
Liabilities$0
Net Assets$841,267
Open 2014 Filing

Operations Trend

Revenue Growth31st percentile

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

2014

Revenue$98,390
Expenses$63,805
Net Income$34,585
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRANCH BANKING TRUST COTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carter Charitable Foundation Trust
EIN
20-6062344
Phone
2522464932
Address
POST OFFICE BOX 1465, WILSON, NC 27894-1465

Signing Officer

Name
Bbt - Wealth Management Division
Title
Trustee
Phone
2522464932
Signed
2015-03-08

Preparer

Firm
Brodie Summers & Wilkes Cpas Llp
Address
PO BOX 584, ORANGEBURG, SC 29116-0584
Preparer
Heather D Rhinehart
Phone
8035366866
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48MONDELEZ INTERNATIONAL INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49NOVARTIES A G ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50OCCIDENTAL PETROLEUM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51OMNICOM GROUP COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52OPPENHEIMER DEVELOPING MARKETS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PALL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PEARSON PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PHILLIP MORRIS INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PHILLIPS 66 COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60PIMCO COMMODITY REAL RETURN STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61POTASH CORP OF SASKATCHEWAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PROCTER AND GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ROGERS COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SPDR GOLD TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SPECTRA ENERGY CORP COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68STERLING CAPITAL L/S EQUITY - INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69STERLING CAPITAL SMALL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72THE TRAVELERS COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73THE WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74TIME WARNER CABLE INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75UNILEVER PLC-SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76UNITED PARCEL SERVICES B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78VANGUARD TOTAL STOCK MKT VIPERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80WALMART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81WASATCH 1ST SOURCE LONG/SHORT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82WASTE MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83ANTHEM INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WELLS FARGO & CO
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt045941
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt098390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013752
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt034585
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0806682
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0841267
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt047377
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0306
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0306
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0306
IRS990PF/FMVAssetsEOYAmt0955051
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt043744
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt094026
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt094026
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0404660
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0297215
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0358278
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0450026
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0961965
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt068885
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0893080
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014429
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt047377
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0947536
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0961965
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BRANCH BANKING TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0POST OFFICE BOX 1465
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0278941465
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt047207
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt038185
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0898241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0898068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0896271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0818105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt048444
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247490
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt048138
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt048444
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0306
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt048444
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$841,267
Liabilities
$0
Net assets
$841,267
Revenue
$98,390
Expenses
$63,805
Net income
$34,585
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