Civic Intelligence

F Dean Adams Trust Fund

990PF • Fiscal year 2014 • EIN 22-6058816

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 22, 2015

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(855) 739-2920

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

7th percentile

-67%

Higher net margin than 7% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$20,028

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

20th percentile

-4.3%

Faster asset growth than 20% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

177%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$1,152,513

Down $51,227 (-4.3%) from 2013

Net Assets

Down

$1,152,513

Down $51,227 (-4.3%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin7th percentile

Revenue

Up

$73,740

Up $47,135 (+177%) from 2013

Expenses

Up

$122,873

Up $6,263 (+5.4%) from 2013

Net Income

Up

-$49,133

Up $40,872 (+45%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,440,793Liabilities 2010: $0Net Assets 2010: $1,440,7932010Assets 2011: $1,365,407Liabilities 2011: $02011Assets 2012: $1,292,863Liabilities 2012: $0Net Assets 2012: $1,292,8632012Assets 2013: $1,203,740Liabilities 2013: $0Net Assets 2013: $1,203,7402013Assets 2014: $1,152,513Liabilities 2014: $0Net Assets 2014: $1,152,5132014Assets 2015: $1,081,313Liabilities 2015: $0Net Assets 2015: $1,081,3132015Assets 2016: $1,024,885Liabilities 2016: $0Net Assets 2016: $1,024,8852016Assets 2017: $971,155Liabilities 2017: $0Net Assets 2017: $971,1552017Assets 2018: $923,667Liabilities 2018: $0Net Assets 2018: $923,6672018Assets 2019: $885,956Liabilities 2019: $0Net Assets 2019: $885,9562019Assets 2020: $849,451Liabilities 2020: $0Net Assets 2020: $849,4512020Assets 2021: $885,059Liabilities 2021: $0Net Assets 2021: $885,0592021Assets 2022: $791,763Liabilities 2022: $0Net Assets 2022: $791,7632022Assets 2023: $840,122Liabilities 2023: $0Net Assets 2023: $840,1222023Assets 2024: $833,898Liabilities 2024: $0Net Assets 2024: $833,8982024

Highlighted filing

2014

Assets$1,152,513
Liabilities$0
Net Assets$1,152,513
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

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

$200K$100K$0-$100KExpenses 2010: $113,4452010Revenue 2011: $43,376Expenses 2011: $119,997Net Income 2011: -$76,6212011Expenses 2012: $113,9802012Revenue 2013: $26,605Expenses 2013: $116,610Net Income 2013: -$90,0052013Revenue 2014: $73,740Expenses 2014: $122,873Net Income 2014: -$49,1332014Revenue 2015: $42,262Expenses 2015: $116,479Net Income 2015: -$74,2172015Revenue 2016: $49,000Expenses 2016: $105,676Net Income 2016: -$56,6762016Revenue 2017: $52,952Expenses 2017: $106,471Net Income 2017: -$53,5192017Revenue 2018: $59,451Expenses 2018: $106,848Net Income 2018: -$47,3972018Revenue 2019: $57,231Expenses 2019: $95,037Net Income 2019: -$37,8062019Revenue 2020: $66,566Expenses 2020: $102,911Net Income 2020: -$36,3452020Revenue 2021: $145,621Expenses 2021: $110,049Net Income 2021: $35,5722021Revenue 2022: $17,675Expenses 2022: $110,933Net Income 2022: -$93,2582022Revenue 2023: $137,698Expenses 2023: $89,045Net Income 2023: $48,6532023Revenue 2024: $86,876Expenses 2024: $92,702Net Income 2024: -$5,8262024

Highlighted filing

2014

Revenue$73,740
Expenses$122,873
Net Income-$49,133
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 22, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACo-TrusteeFT$20,028-$20,028
JOHN V GIBSON JRCo-Trustee-$4,006-$4,006
P FRANK CASTELLONCo-Trustee-$4,005-$4,005
Filing and Contact Details

Filer

Filer Name
F Dean Adams Trust Fund
EIN
22-6058816
Phone
8557392920
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8557392920
Signed
2015-04-22
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0392
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt099436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023424
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0122873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt073413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt073740
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06007
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023424
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029444
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02005-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62013-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82008-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt610128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt74139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt811100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt922355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt610000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt815000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0107.72 ARTISAN FDS INC SMALL CAP FD #660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc196.025 ARTISAN MID CAP FUND-INS #1333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2181.488 FLEMING CAP MUTUAL FUND GROUP J P MORGAN MID CAP VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3182.448 HARBOR FD CAP APPRECIATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4113.784 HARBOR FD CAP APPRECIATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc577.3 KEELEY SMALL CAP VAL FD CL I #2251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6912.409 LAUDUS MONDRIAN INT GV FI-INST #2940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7150.784 MFS VALUE FUND-CLASS I #893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8590.784 ROWE T PRICE REAL ESTATE FD COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037202
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-49133
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04426
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02332
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01156939
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01203740
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01152513
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt068138
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt068138
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt068138
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt068638
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0500
IRS990PF/DistributableAmountGrp/TotalTaxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0154
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0346
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0154
IRS990PF/FMVAssetsEOYAmt01348097
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01203740
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01152513
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt043
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02938
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02938
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0555684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0545556
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0562642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0610646
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0570622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0749120
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt037367
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt033397
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt033397
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01203740
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01152513
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01348097
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01203740
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01152513
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01203740
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01152513
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01393660
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt026151
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01367509
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020905
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt068638
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01372755
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01393660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020028
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt14006
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt24005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOHN V GIBSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2P FRANK CASTELLON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1439 HIDDEN OAKS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27403 DRESS BLUE CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1YARDLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MECHANICSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028288
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd119067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd223116
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt097475
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt097975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0100946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt099114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0107056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt093751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt073816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.071007
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.073647
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.072991

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,152,513
Liabilities
$0
Net assets
$1,152,513
Revenue
$73,740
Expenses
$122,873
Net income
-$49,133
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.09$0.09$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.14$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.02$0.11$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.15$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.07$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.06$0.11$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.05$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.04$0.12$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07$0.12$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.12$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.11
2011Summary only. Only limited summary data is available for this year.$1.37$0.00$0.04$0.12$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.11