Mattei Foundation

990PF • Fiscal year 2023 • EIN 20-6376517

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 30, 2024

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.

0.00x

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

2023 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2023

No value available

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

Source year 2023

329%

Higher net margin than 97% of similar nonprofits.

2023 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2023

Higher top officer pay than 71% of similar nonprofits.

2023 filings • NTEE T22 • $5M-$10M nonprofits • Source year 2023

-10.0%

Faster asset growth than 8% of similar nonprofits.

2023 filings • NTEE T22 • $5M-$10M nonprofits • Annualized from 2022 to 2023

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet

Liabilities / Assets75th percentile

Assets

Down

$5,248,282

Down $581,599 (-10.0%) from 2022

Net Assets

Down

$5,248,282

Down $581,599 (-10.0%) from 2022

Liabilities

Flat

Flat from 2022

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin97th percentile

Revenue

Down

-$176,519

Down $1,201,142 (-117%) from 2022

Expenses

Down

$405,080

Down $30,588 (-7.0%) from 2022

Net Income

Down

-$581,599

Down $1,170,554 (-199%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

Highlighted filing

2023

Assets$5,248,282

Liabilities$0

Net Assets$5,248,282

Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2023

Revenue-$176,519

Expenses$405,080

Net Income-$581,599

Open 2023 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2023 to Dec 31, 2023
Signed: Apr 30, 2024
Return Version: 2023v5.0

Compensation and Service Providers

Top Officer Pay71st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
J SCOTT MATTEI	Trustee	-	$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: 2024-04-30
Discuss with paid preparer: Yes

Preparer

Firm: Pesta Finnie & Associates Llp
Address: 6826 CARNEGIE BLVD, CHARLOTTE, NC 28211
Preparer: Alexander Preston
Phone: 7043641829

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	5	9655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	16431
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	3	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	4	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	5	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	SEE STATEMENT A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	SEE STATEMENT B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	SEE STATEMENT C
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	4	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	5	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2023-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-385740
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-581599
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	5248282
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	5829881
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	5248282
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	264101
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	264101
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IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	2740
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	11701
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	14441
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	5418086
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	5418086
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	J SCOTT MATTEI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	6805 Carnegie BLVD SUITE 370
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IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	335672
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	335672
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt	0	0
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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	7049716060
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt	3	0
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	0	TO PROVIDE FUNDING FOR THE RESEARCH AND TREATMENT OF CARDIOVASCULAR DISEASES.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	1	RENOVATION OF JAMES J. AND MIRIAM MULVA HALL AND HILDEBRAND HALL.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	2	TO PROVIDE FOR THOSE IN NEED.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt	3	TO PROVIDE THE MEANS TO WOMEN TO LIVE FULLY AND INSPIRE POSITIVE CHANGE IN THE WORLD.
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Carolina Healthcare Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt	1	University of Texas
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Myers Park United Methodist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt	3	Kappa Kappa Gamma
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt	2	501 (C)(3) PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt	3	501 (C)(3) PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt	0	208 EAST BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt	1	PO BOX 7458
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt	2	1501 QUEENS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt	3	6640 RIVERSIDE DRIVE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm	0	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm	1	Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm	2	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm	3	Dublin
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd	1	TX
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd	3	OH
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd	1	78713
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd	2	28207
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd	3	43017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	1275
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	80000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	8000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	5	6000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	6	1000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	7	1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	8	100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	9	3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	10	3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	11	5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	12	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	13	3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	14	6000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	15	250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	16	550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	To provide scholarships and improve the quality of education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	To provide assistance to those in need
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	To help advancing heart care in our region by supporting innovative programs and projects, provide assistance to caregivers, and provide essential needs.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	to foster creativity within the local community
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	4	TO 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/GrantOrContributionPurposeTxt	5	supplement cost of every student's education
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	6	TO PROVIDE FUNDING TO MAINTAIN COMMUNAL GARDENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	7	TO FUND PROGRAMS THAT INSPIRE CREATIVITY, PROVIDE ART ACCESS AND EDUCATION, AND STRENGTHEN THE LOCAL COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	8	TO PROVIDE FOR THOSE IN NEED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	9	To provide assistance to those in need
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	10	ANIMAL RIGHTS, WELFARE, AND SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	11	to provide the means to women to live fully and inspire positive change in the world
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	12	helping feed the hungry, employ the unemployable in food service, and discipline dozens in the the bread of life
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	13	to provide assistance to those in need
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	14	To fund mental health counseling for families with sick children who have a terminal or life-threatening diagnosis.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	15	To provide supporting and sustaining the physical and mental health of Naval Special Warfare(NSW) service members, veterans, and families.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	16	To create a healthier, more equitable future for the city of Charlotte.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Queens University of Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	St Edward's Catholic Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Atrium Health Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	The Mint Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	4	University of Texas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	Charlotte Country Day School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	6	The Duke Mansion preservation society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	7	Blumenthal Performing Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	8	Myers Park United Methodist Church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	9	Bluffton Self Help
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	10	Palmetto Animal League
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	11	Kappa Kappa Gamma
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	12	Kings Kitchen
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	13	St Gregory the Great
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	14	The Mitchell Bays Turner Pediatric Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	15	Navy SEAL Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	16	Dancing with the Stars of Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	6	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	7	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	8	501 (C)(3) PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	9	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	10	501 (C)(3) PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	11	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	12	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	13	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	14	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	15	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	16	501 (C)(3) Public Charity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1900 Selwyn Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	144 North County Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	208 East Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	2730 Randolph Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	PO Box 7458
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	1440 Carmel Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	6	400 Hermitage Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	7	130 North Tryon Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	8	1501 QUEENS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	9	39 Sheridan Park Cir STE 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	10	56 Riverwalk Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	11	6640 RIVERSIDE DRIVE SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	12	PO Box 30877
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	13	31 Saint Gregory Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	14	PO BOX 12189
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	15	1619 D St Bldg 5326
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	16	701 N Tryon ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Palm Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	6	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	7	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	8	CHARLOTTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	9	Bluffton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	10	Okatie
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	11	DUBLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	12	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	13	Bluffton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	14	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	15	Virginia Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	16	Charlotte
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	6	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	7	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	8	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	9	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	10	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	11	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	12	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	13	SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	14	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	15	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	16	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	28274
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	33480
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	28203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	28207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	78713
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	28226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	6	28207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	7	28202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	8	28207
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	9	29910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	10	29936
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	11	43017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	12	28230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	13	29909
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	14	28220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	15	23459
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	16	28202
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	890000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	322075
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	264101
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	264101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	154230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	98001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	126774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	236407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	108074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	108074
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	686983
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	71571
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	154230
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	98001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	126774
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	236407
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	335672
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	71571
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	795057
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	723486
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	-44689
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	BASIS ADJUSTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	-42693
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	FIDUCIARY FEES

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $5,248,282
Liabilities: $0
Net assets: $5,248,282
Revenue: -$176,519
Expenses: $405,080
Net income: -$581,599

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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