Civic Intelligence

Mattei Foundation

990PF • Fiscal year 2022 • EIN 20-6376517

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 16, 2023

Organization Profile
6805 Carnegie BLVD SUITE 370Charlotte, NC 28211

(704) 971-6060

Siviq Scores

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

Liabilities / Assets

76th percentile

0.00x

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

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.00x

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

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Net Margin

74th percentile

57%

Higher net margin than 74% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2022 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2022

Asset Growth

84th percentile

11%

Faster asset growth than 84% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

274%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$5,829,881

Up $588,955 (+11%) from 2021

Net Assets

Up

$5,829,881

Up $588,955 (+11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin74th percentile

Revenue

Up

$1,024,623

Up $750,584 (+274%) from 2021

Expenses

Down

$435,668

Down $31,302 (-6.7%) from 2021

Net Income

Up

$588,955

Up $781,886 (+405%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,078,618Liabilities 2011: $02011Assets 2012: $6,049,868Liabilities 2012: $02012Assets 2013: $5,985,932Liabilities 2013: $02013Assets 2014: $6,148,549Liabilities 2014: $02014Assets 2015: $6,163,499Liabilities 2015: $02015Assets 2016: $6,155,185Liabilities 2016: $0Net Assets 2016: $6,155,1852016Assets 2017: $6,104,224Liabilities 2017: $0Net Assets 2017: $6,104,2242017Assets 2019: $5,464,695Liabilities 2019: $0Net Assets 2019: $5,464,6952019Assets 2020: $5,433,857Liabilities 2020: $0Net Assets 2020: $5,443,8572020Assets 2021: $5,240,926Liabilities 2021: $0Net Assets 2021: $5,240,9262021Assets 2022: $5,829,881Liabilities 2022: $0Net Assets 2022: $5,829,8812022Assets 2023: $5,248,282Liabilities 2023: $0Net Assets 2023: $5,248,2822023Assets 2024: $5,082,156Liabilities 2024: $0Net Assets 2024: $5,082,1592024

Highlighted filing

2022

Assets$5,829,881
Liabilities$0
Net Assets$5,829,881
Open 2022 Filing

Operations Trend

Revenue Growth88th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $143,595Expenses 2011: $338,371Net Income 2011: -$194,7762011Revenue 2012: $1,332,646Expenses 2012: $363,241Net Income 2012: $969,4052012Revenue 2013: $277,988Expenses 2013: $341,924Net Income 2013: -$63,9362013Revenue 2014: $494,771Expenses 2014: $332,154Net Income 2014: $162,6172014Revenue 2015: $376,165Expenses 2015: $361,215Net Income 2015: $14,9502015Revenue 2016: $338,581Expenses 2016: $347,673Net Income 2016: -$9,0922016Revenue 2017: $270,657Expenses 2017: $321,618Net Income 2017: -$50,9612017Revenue 2019: $187,383Expenses 2019: $546,976Net Income 2019: -$359,5932019Revenue 2020: $405,372Expenses 2020: $436,210Net Income 2020: -$30,8382020Revenue 2021: $274,039Expenses 2021: $466,970Net Income 2021: -$192,9312021Revenue 2022: $1,024,623Expenses 2022: $435,668Net Income 2022: $588,9552022Revenue 2023: -$176,519Expenses 2023: $405,080Net Income 2023: -$581,5992023Revenue 2024: $333,542Expenses 2024: $499,665Net Income 2024: -$166,1232024

Highlighted filing

2022

Revenue$1,024,623
Expenses$435,668
Net Income$588,955
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 16, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J SCOTT MATTEITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mattei Foundation
EIN
20-6376517
In Care Of
% J SCOTT MATTEI
Phone
7049716060
Address
6805 Carnegie BLVD SUITE 370, CHARLOTTE, NC 28211

Signing Officer

Name
James Scott Mattei
Title
Trustee
Phone
7049716060
Signed
2023-08-16
Discuss with paid preparer
Yes

Preparer

Firm
Pesta Finnie & Associates Llp
Address
6826 CARNEGIE BLVD, CHARLOTTE, NC 28211
Preparer
Alexander Preston
Phone
7043641829
Raw XML AppendixShowing 400 of 444 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.

Path#Value
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt044901
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0918722
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt061000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd030
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01024623
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01024623
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0918722
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0403715
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0403715
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt044901
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044901
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0588955
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02697429
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0197
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0197
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0918722
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01007716
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt05361
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01072
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt021443
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt015638
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010313
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt061000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt061000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0409076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016907
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0435668
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01024623
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01024623
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05361
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016907
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0300126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21477983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt035863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2748357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3134626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4134626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5134626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt035863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2748357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0335989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22226340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE STATEMENT A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE STATEMENT B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE STATEMENT B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0918722
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0588955
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05829881
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05240926
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05829881
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0254846
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0254846
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0254846
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0268853
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt014007
IRS990PF/DistributableAmountGrp/TotalTaxAmt014007
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07441
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05948
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt015500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt014007
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07441
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt014007
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt014007
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt021448
IRS990PF/FMVAssetsEOYAmt04947337
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt091551
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt042755
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt042755
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01500000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01500000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01201350
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03699576
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04331815
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03703232
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0-50201
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0-44689
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05240926
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05829881
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05240926
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05829881
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04947337
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05240926
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05829881
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05240926
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05829881
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05458948
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt067154
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05391794
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt081884
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0268853
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05377064
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05458948
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J SCOTT MATTEI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06805 Carnegie BLVD SUITE 370
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0ONE MORROCROFT CENTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0409076
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0409076
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE MORROCROFT CT 6805 CARNEGIE 37
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Charlotte
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028211
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0AL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0J SCOTT MATTEI
IRS990PF/StatementsRegardingActyGrp/PhoneNum07049716060
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt10
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt20
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt30
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0TO PROVIDE FUNDING FOR THE RESEARCH AND TREATMENT OF CARDIOVASCULAR DISEASES.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1RENOVATION OF JAMES J. AND MIRIAM MULVA HALL AND HILDEBRAND HALL.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2TO PROVIDE FOR THOSE IN NEED.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt3TO PROVIDE THE MEANS TO WOMEN TO LIVE FULLY AND INSPIRE POSITIVE CHANGE IN THE WORLD.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Carolina Healthcare Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1University of Texas
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2Myers Park United Methodist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt3Kappa Kappa Gamma
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0501(C)(3) PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1501(C)(3) PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2501 (C)(3) PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt3501 (C)(3) PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0208 EAST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 7458
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt21501 QUEENS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt36640 RIVERSIDE DRIVE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm3Dublin
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd028203
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd178713
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd228207
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd343017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt280000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt39550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt512300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt950000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt103000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt143000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To provide scholarships and improve the quality of education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1To provide assistance to those in need
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2To help advancing heart care in our region by supporting innovative programs and projects, provide assistance to caregivers, and provide essential needs.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3to foster creativity within the local community
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROVIDE SUPPORT FOR STUDENTS, FACULTY, AND STAFF TO EDUCATE, INNOVATE AND CHANGE THE WORLD. RENOVATION OF JAMES J. AND MIRIAM MULVA HALL AND HILDEBRAND HALL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5supplement cost of every student's education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO PROVIDE FUNDING TO MAINTAIN COMMUNAL GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO FUND PROGRAMS THAT INSPIRE CREATIVITY, PROVIDE ART ACCESS AND EDUCATION, AND STRENGTHEN THE LOCAL COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8To provide assistance to those in need
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO PROVIDE FOR THOSE IN NEED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10To provide assistance to those in need
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11ANIMAL RIGHTS, WELFARE, AND SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12to provide the means to women to live fully and inspire positive change in the world
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13helping feed the hungry, employ the unemployable in food service, and discipline dozens in the the bread of life
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14to provide assistance to those in need
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15TO PROVIDE RESOURCES TO HISTORIC CAT CAY, BAHAMAS BY BOTH PROTECTING THE ISLAND FROM THE DEVASTATION OF NATURAL AND OTHER DISASTERS AND TO RESTORE THE ISLAND AFTER SUCH DISASTERS HAVE OCCURRED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16To provide assistance to the library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Queens University of Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1St Edward's Catholic Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Atrium Health Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3The Mint Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4University of Texas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Charlotte Country Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6The Duke Mansion preservation society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Blumenthal Performing Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8World Vision
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Myers Park United Methodist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Bluffton Self Help
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Palmetto Animal League
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Kappa Kappa Gamma
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Kings Kitchen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14St Gregory the Great
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Cat Cay Restoration
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Wilkes County Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9501 (C)(3) PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11501 (C)(3) PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt14501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt15501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt16501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01900 Selwyn Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1144 North County Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2208 East Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32730 Randolph Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 7458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51440 Carmel Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6400 Hermitage Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7130 North Tryon Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 9716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt91501 QUEENS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1039 Sheridan Park Cir STE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1156 Riverwalk Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126640 RIVERSIDE DRIVE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13PO Box 30877
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1431 Saint Gregory Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt151050 Lee Wagener Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16215 10th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Palm Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8FEDERAL WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Bluffton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Okatie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12DUBLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Bluffton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm15Fort Lauderdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm16North Wilkesboro
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd14SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd15FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd16NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028274
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd478713
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd528226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd628207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd728202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd8980639716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd928207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1029910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1129936
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1243017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1328230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1429909
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1533315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1628659
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt01175000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0403715
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0254846
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0254846
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt098001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0126774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0236407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0108074
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0723486
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0154230
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt098001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0126774
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0236407
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0108074
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0409076
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0154230
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0723486
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0569256
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-50201
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BASIS ADJUSTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-44689
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FIDUCIARY FEES

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,829,881
Liabilities
$0
Net assets
$5,829,881
Revenue
$1,024,623
Expenses
$435,668
Net income
$588,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.33$0.50$0.17
2023Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.18$0.41$0.58
2022Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$1.02$0.44$0.59
2021Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.24$0.27$0.47$0.19
2020Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.44$0.41$0.44$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.19$0.55$0.36
2017Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.27$0.32$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.34$0.35$0.01
2015Summary only. Only limited summary data is available for this year.$6.16$0.00$0.38$0.36$0.01
2014Summary only. Only limited summary data is available for this year.$6.15$0.00$0.49$0.33$0.16
2013Summary only. Only limited summary data is available for this year.$5.99$0.00$0.28$0.34$0.06
2012Summary only. Only limited summary data is available for this year.$6.05$0.00$1.33$0.36$0.97
2011Summary only. Only limited summary data is available for this year.$5.08$0.00$0.14$0.34$0.19