Civic Intelligence

John S Carpenter Trust (Para 23)

990PF • Fiscal year 2014 • EIN 22-6501059

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 14, 2015

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

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

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

Liabilities / Revenue

36th percentile

0.00x

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

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

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

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

Top Officer Pay

62nd percentile

$17,398

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

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

Asset Growth

52nd percentile

1.9%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

82nd percentile

39%

Faster revenue growth than 82% of similar nonprofits.

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

Assets

Up

$919,904

Up $16,927 (+1.9%) from 2013

Net Assets

Up

$919,904

Up $16,927 (+1.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$80,753

Up $22,789 (+39%) from 2013

Expenses

Down

$61,829

Down $3,025 (-4.7%) from 2013

Net Income

Up

$18,924

Up $25,814 (+375%) from 2013

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $937,385Liabilities 2010: $0Net Assets 2010: $937,3852010Assets 2011: $910,773Liabilities 2011: $0Net Assets 2011: $910,7732011Assets 2012: $909,310Liabilities 2012: $0Net Assets 2012: $909,3102012Assets 2013: $902,977Liabilities 2013: $0Net Assets 2013: $902,9772013Assets 2014: $919,904Liabilities 2014: $0Net Assets 2014: $919,9042014Assets 2015: $893,899Liabilities 2015: $0Net Assets 2015: $893,8992015Assets 2016: $878,082Liabilities 2016: $0Net Assets 2016: $878,0822016Assets 2017: $848,323Liabilities 2017: $0Net Assets 2017: $848,3232017Assets 2018: $825,107Liabilities 2018: $0Net Assets 2018: $825,1072018Assets 2019: $810,601Liabilities 2019: $0Net Assets 2019: $810,6012019Assets 2020: $786,038Liabilities 2020: $0Net Assets 2020: $786,0382020Assets 2021: $793,445Liabilities 2021: $0Net Assets 2021: $793,4452021Assets 2022: $759,498Liabilities 2022: $0Net Assets 2022: $759,4982022Assets 2023: $719,519Liabilities 2023: $0Net Assets 2023: $719,5192023Assets 2024: $724,685Liabilities 2024: $0Net Assets 2024: $724,6852024

Highlighted filing

2014

Assets$919,904
Liabilities$0
Net Assets$919,904

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $57,2102010Expenses 2011: $54,2892011Expenses 2012: $78,3412012Revenue 2013: $57,964Expenses 2013: $64,854Net Income 2013: -$6,8902013Revenue 2014: $80,753Expenses 2014: $61,829Net Income 2014: $18,9242014Revenue 2015: $36,764Expenses 2015: $64,062Net Income 2015: -$27,2982015Revenue 2016: $46,066Expenses 2016: $61,364Net Income 2016: -$15,2982016Revenue 2017: $33,292Expenses 2017: $63,088Net Income 2017: -$29,7962017Revenue 2018: $40,319Expenses 2018: $62,267Net Income 2018: -$21,9482018Revenue 2019: $48,488Expenses 2019: $62,450Net Income 2019: -$13,9622019Revenue 2020: $37,454Expenses 2020: $67,212Net Income 2020: -$29,7582020Revenue 2021: $79,910Expenses 2021: $72,059Net Income 2021: $7,8512021Revenue 2022: $40,977Expenses 2022: $74,761Net Income 2022: -$33,7842022Revenue 2023: $19,843Expenses 2023: $59,533Net Income 2023: -$39,6902023Revenue 2024: $66,209Expenses 2024: $61,008Net Income 2024: $5,2012024

Highlighted filing

2014

Revenue$80,753
Expenses$61,829
Net Income$18,924
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 14, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANKCo-TrusteeFT$17,398-$17,398
Filing and Contact Details

Filer

Filer Name
John S Carpenter Trust (para 23)
EIN
22-6501059
Phone
8003523705
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2015-04-14
Raw XML AppendixShowing 400 of 531 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0256210105 DODGE & COX INCOME F
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1693390841 PIMCO HIGH YIELD FD-
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2693390882 PIMCO FOREIGN BD FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm394985D582 WELLS FARGO ADV INTL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4957663503 WESTERN ASSET CORE P
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5261980494 DREYFUS EMG MKT DEBT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6262028855 DRIEHAUS ACTIVE INCO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7315920702 FID ADV EMER MKTS IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8693390304 PIMCO LOW DURATION F
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt096694
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150352
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt217278
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt317152
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt487307
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt515000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt620000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt719635
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt850000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0108065
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt148507
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt218815
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt316632
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt499535
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt512761
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt619600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt718236
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt848330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt048449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt116367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt430000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt625000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt839711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt924700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1018618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1115107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1215000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1328210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1431858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1610000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1735000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1810000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1930000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2015000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt098331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt314310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt436638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt631394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt710776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt857007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt932892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1028895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1117461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1210090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1329723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1439609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1510494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt169823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1737499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt189787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1932243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2015616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0256210105 DODGE&COX INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1693390841 PIMCO HIGH YLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm294985D582 WELLS FARGO FD #4705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3957663503 WESTERN ASSET FD#287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4693390882 PIMCO FORGN FD #103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5239080401 DAVIS NY VENTURE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6411511504 HARBOR CAPITAL APRCT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7411511843 HARBOR SML CAP #2022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8464287648 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9256206103 DODGE & COX INT'L ST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10003021714 ABERDEEN EMERG MARKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1104314H204 ARTISAN INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12277923728 EATON VANCE GLOBAL M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13339128100 JP MORGAN MID CAP VA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14367829884 GATEWAY FUND - Y #19
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15413838103 OAKMARK FUND - I #11
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16448108100 HUSSMAN STRATEGIC GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17464287606 ISHARES S&P MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18464287879 ISHARES S&P SMALL-CA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1946625H365 JP MORGAN ALERIAN ML
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20589509108 MERGER FD SH BEN INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21683974505 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22722005667 PIMCO COMMODITY REAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2378463X863 SPDR DJ WILSHIRE INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24922908553 VANGUARD REIT VIPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2500203H859 AQR MANAGED FUTURES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2663872T885 ASG GLOBAL ALTERNATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27552983694 MFS VALUE FUND-CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28589509207 MERGER FUND-INST #30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29683974604 OPPENHEIMER DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3074925K581 ROBECO BP LNG/SHRT R
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024767
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt055101
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTH INC-MUTUAL FDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0885
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt080753
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt080753
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt055101
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04350
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013049
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt017398
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt042000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt042000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024252
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024767
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018924
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0144123
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt055101
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt066894
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0295
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01431
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt047350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt013344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt061829
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt080238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt080753
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05350
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt013344
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019829
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02006-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12006-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22006-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32006-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52007-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62007-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt040144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt312392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt410289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt312608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt916521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11123
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt312608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt048166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt415000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt85001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01160.91 DAVIS NY VENTURE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1719.942 DODGE & COX INCOME FD COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2171.409 HARBOR FD CAP APPRECIATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3423.513 HARBOR FD CAP APPRECIATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4222.519 OAKMARK FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc530. ISHARES RUSSELL 2000 GROWTH INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc645. ISHARES RUSSELL 2000 GROWTH INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc740. ISHARES SMALLCAP 600/ BARRA FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc845. ISHARES SMALLCAP 600/ BARRA FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt055101
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018924
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03178
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01181
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0923082
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0902977
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0919904
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt052505
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt052505
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt052505
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt053843
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01338
IRS990PF/DistributableAmountGrp/TotalTaxAmt01338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0892
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0892
IRS990PF/FMVAssetsEOYAmt01068475
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0902977
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0919904
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0518
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01449
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01449
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0362294
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0373418
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0390481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0508110
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0501779
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0633287
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt032055
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt043258
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt043258
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0902977
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0919904
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01068475
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0902977
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0919904
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0902977
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0919904
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01093250
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt042910
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01050340
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016399
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt053843
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01076851
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01093250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt017398
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0282881114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt056695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt057364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt051162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt065100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt041785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt045928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt046361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049805
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.066564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.042442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01076851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01027254
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0978005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0984517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0942270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0832487
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt047350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263243
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt047350
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt047350
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt047350
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0ONE WEST 4TH STREET D4000-062
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINSTON SALEM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0271014000
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELLS FARGO BANK
IRS990PF/StatementsRegardingActyGrp/PhoneNum08003523705
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ANY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOHN S CARPENTER SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08005765135
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0ONE WEST FOURTH STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINSTON SALEM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd027110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MUST BE A SENIOR FROM SALEM HIGH SCHOOL, SALEM, NEW JERSEY. MUST MAINTAIN A 2.50 GPA TO HAVE SCHOLARSHIP RENEWED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 1ST ANNUALLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIPS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.25$0.00$7.25$0.66$0.61$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.20$0.00$7.20$0.20$0.60$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.59$0.00$7.59$0.41$0.75$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.93$0.00$7.93$0.80$0.72$0.08
2020Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$0.37$0.67$0.30
2019Detailed filing. Detailed filing data is available for this year.$8.11$0.00$8.11$0.48$0.62$0.14
2018Detailed filing. Detailed filing data is available for this year.$8.25$0.00$8.25$0.40$0.62$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.48$0.00$8.48$0.33$0.63$0.30
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.78$0.00$8.78$0.46$0.61$0.15
2015Detailed filing. Detailed filing data is available for this year.$8.94$0.00$8.94$0.37$0.64$0.27
2014Detailed filing. Detailed filing data is available for this year.$9.20$0.00$9.20$0.81$0.62$0.19
2013Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$0.58$0.65$0.07
2012Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.78
2011Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$0.54
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.37$0.00$9.37$0.57