Civic Intelligence

Michael J Kosloski Foundation

990PF • Fiscal year 2015 • EIN 22-6800804

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

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

(336) 747-8203

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

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

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

5th percentile

-128%

Higher net margin than 5% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

29th percentile

$13,890

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

24th percentile

-3.9%

Faster asset growth than 24% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-35%

Faster revenue growth than 12% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Down

$5,504,066

Down $221,320 (-3.9%) from 2014

Net Assets

Down

$5,504,066

Down $221,320 (-3.9%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin5th percentile

Revenue

Down

$165,589

Down $88,782 (-35%) from 2014

Expenses

Up

$377,046

Up $56,656 (+18%) from 2014

Net Income

Down

-$211,457

Down $145,438 (-220%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,181,063Liabilities 2011: $02011Assets 2012: $6,004,921Liabilities 2012: $02012Assets 2013: $5,789,826Liabilities 2013: $0Net Assets 2013: $5,789,8262013Assets 2014: $5,725,386Liabilities 2014: $0Net Assets 2014: $5,725,3862014Assets 2015: $5,504,066Liabilities 2015: $0Net Assets 2015: $5,504,0662015Assets 2016: $5,130,617Liabilities 2016: $0Net Assets 2016: $5,130,6172016Assets 2017: $5,862,455Liabilities 2017: $0Net Assets 2017: $5,862,4552017Assets 2018: $11,039,781Liabilities 2018: $0Net Assets 2018: $11,039,7812018Assets 2019: $17,181,410Liabilities 2019: $0Net Assets 2019: $17,181,4102019Assets 2020: $17,386,053Liabilities 2020: $245,358Net Assets 2020: $17,140,6952020Assets 2021: $17,579,426Liabilities 2021: $245,358Net Assets 2021: $17,334,0682021Assets 2022: $16,834,290Liabilities 2022: $245,358Net Assets 2022: $16,588,9322022Assets 2023: $15,930,226Liabilities 2023: $245,358Net Assets 2023: $15,684,8682023Assets 2024: $14,848,711Liabilities 2024: $245,358Net Assets 2024: $14,603,3532024

Highlighted filing

2015

Assets$5,504,066
Liabilities$0
Net Assets$5,504,066
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $139,476Expenses 2011: $339,245Net Income 2011: -$199,7692011Revenue 2012: $162,369Expenses 2012: $333,224Net Income 2012: -$170,8552012Revenue 2013: $118,260Expenses 2013: $332,709Net Income 2013: -$214,4492013Revenue 2014: $254,371Expenses 2014: $320,390Net Income 2014: -$66,0192014Revenue 2015: $165,589Expenses 2015: $377,046Net Income 2015: -$211,4572015Revenue 2016: $176,128Expenses 2016: $558,280Net Income 2016: -$382,1522016Revenue 2017: $1,210,076Expenses 2017: $441,518Net Income 2017: $768,5582017Revenue 2018: $739,037Expenses 2018: $531,234Net Income 2018: $207,8032018Revenue 2019: $6,835,708Expenses 2019: $694,079Net Income 2019: $6,141,6292019Revenue 2020: $751,494Expenses 2020: $792,209Net Income 2020: -$40,7152020Revenue 2021: $1,044,700Expenses 2021: $851,327Net Income 2021: $193,3732021Revenue 2022: $575,965Expenses 2022: $1,321,101Net Income 2022: -$745,1362022Revenue 2023: $617,819Expenses 2023: $1,521,883Net Income 2023: -$904,0642023Revenue 2024: $643,252Expenses 2024: $1,724,767Net Income 2024: -$1,081,5152024

Highlighted filing

2015

Revenue$165,589
Expenses$377,046
Net Income-$211,457
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACo-TrusteeFT$13,890-$13,890
Helene J KosloskiCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael J Kosloski Foundation
EIN
22-6800804
Phone
3367478203
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
3367478203
Signed
2016-11-14
Raw XML AppendixShowing 400 of 568 raw XML fields

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt864095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt912819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1035472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc06123.651 ABERDEEN GLOBAL HIGH INCOME FD #5497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc116977.929 FEDERATED STRAT VAL DIV FD IS #662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23507.405 FID ADV EMER MKTS INC- CL I #607
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33215.06 GOLDMAN SACHS GRTH OPP FD-I #1132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41963.351 OAKMARK INTERNATIONAL FD #109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5658. ISHARES S&P SMALL-CAP 600 VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62092.724 OPPENHEIMER DEVELOPING MKT-I #799
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71181.185 PIMCO FOREIGN BOND (UNHEDGED) #1853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc85019.184 RIDGEWORTH CEREDX M/C VAL EQ-I #5412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc95640. MLN ELEMENTS ROGER ENERGY TR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc107779. MLN ELEMENTS ROGERS TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt033784
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-211457
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt022260
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012397
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05526326
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05725386
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05504066
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0293165
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0286165
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0293165
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0289670
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt07000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03505
IRS990PF/DistributableAmountGrp/TotalTaxAmt03505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01027
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03268
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03505
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04295
IRS990PF/FMVAssetsEOYAmt05644322
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05725386
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05504066
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0265
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt077626
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt077626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0549604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0444157
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0464220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01467636
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01505441
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01625634
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03407620
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03407620
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03407620
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0300261
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt069222
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt069222
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05725386
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05504066
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05644322
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05725386
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05504066
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05725386
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05504066
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05881632
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0219475
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05662157
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt088224
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0289670
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05793408
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05881632
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt013890
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Helene J Kosloski
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 W 4TH STREET D4000-062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt118 Four Seasons Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINSTONSALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1North Caldwell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd107006
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0288882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0292387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0304578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0314438
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0313386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0311279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0295831
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051609
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.050963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03505
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05793408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06016000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06092725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06149249
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06312973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06319550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0359778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24932
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0356273
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0359778
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03505
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0359778
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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/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/AddressLine1Txt01 W 4TH ST 2ND FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINSTON SALEM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0271013818
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03367478203
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0161000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt456000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt572000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt628000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL AND DENTAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1NURSING SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2NURSING SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EQUIPMENT

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,504,066
Liabilities
$0
Net assets
$5,504,066
Revenue
$165,589
Expenses
$377,046
Net income
-$211,457
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.8$0.25$14.6$0.64$1.72$1.08
2023Detailed filing. Detailed filing data is available for this year.$15.9$0.25$15.7$0.62$1.52$0.90
2022Detailed filing. Detailed filing data is available for this year.$16.8$0.25$16.6$0.58$1.32$0.75
2021Detailed filing. Detailed filing data is available for this year.$17.6$0.25$17.3$1.04$0.85$0.19
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.25$17.1$0.75$0.79$0.04
2019Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$6.84$0.69$6.14
2018Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.74$0.53$0.21
2017Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$1.21$0.44$0.77
2016Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.18$0.56$0.38
2015Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.17$0.38$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.25$0.32$0.07
2013Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$0.12$0.33$0.21
2012Summary only. Only limited summary data is available for this year.$6.00$0.00$0.16$0.33$0.17
2011Summary only. Only limited summary data is available for this year.$6.18$0.00$0.14$0.34$0.20