Civic Intelligence

Felix Harvey Foundation Inc

990PF • Fiscal year 2012 • EIN 23-7038942

Sep 01, 2011 to Aug 31, 2012 • Filed on Jan 08, 2013

PO Box 18928502
Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Source year 2012

Asset Growth

75th percentile

9.4%

Faster asset growth than 75% of similar nonprofits.

2012 filings • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$7,048,447

Up $604,507 (+9.4%) from 2011

Net Assets

Up

$7,047,241

Up $603,301 (+9.4%) from 2011

Liabilities

Up

$1,206

Up $1,206 from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$501,540

Down $413,286 (-45%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,446,818Liabilities 2010: $0Net Assets 2010: $6,446,8182010Assets 2011: $6,443,940Liabilities 2011: $0Net Assets 2011: $6,443,9402011Assets 2012: $7,048,447Liabilities 2012: $1,206Net Assets 2012: $7,047,2412012Assets 2013: $7,379,105Liabilities 2013: $2,258Net Assets 2013: $7,376,8472013

Highlighted filing

2012

Assets$7,048,447
Liabilities$1,206
Net Assets$7,047,241

Operations Trend

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

$1.0M$500K$0Expenses 2010: $265,6602010Expenses 2011: $914,8262011Expenses 2012: $501,5402012Expenses 2013: $589,9352013

Highlighted filing

2012

Revenue-
Expenses$501,540
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2011 to Aug 31, 2012
Signed
Jan 8, 2013
Return Version
2011v1.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARGARET HARVEYPres-$0--
C FELIX HARVEYV-Pres-$0--
LEIGH H MCNAIRYV-Pres-$0--
RUTH HEATHSec/As Treas-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-OPERATING EXPENSES-OMAHA, NE, US$125,000
Paid Grant-OPERATING EXPENSES-CHAPEL HILL, NC, US$50,000
Paid Grant-OPERATING EXPENSES-KINSTON, NC, US$49,000
Paid Grant-OPERATING EXPENSES-KINSTON, NC, US$34,700
Paid Grant-OPERATING EXPENSES-WILSON, NC, US$25,000
Paid Grant-OPERATING EXPENSES-GREENVILLE, NC, US$25,000
Paid Grant-OPERATING EXPENSES-GREENVILLE, NC, US$20,000
Paid Grant-OEPRATING EXPENSES-NEW BERN, NC, US$15,000
Paid Grant-OPERATING EXPENSES-KINSTON, NC, US$10,000
Paid Grant-OPERATING EXPENSES-KINSTON, NC, US$10,000
Paid Grant-OPERATING EXPENSES-CHAPEL HILL, NC, US$10,000
Paid Grant-OPERATING EXPENSES-RESEARCH TRIANGLE PARK, NC, US$7,500
Paid Grant-OEPRATING EXPENSES-KINSTON, NC, US$6,000
Paid Grant-OPERATING EXPENSES-PINK HILL, NC, US$6,000
Paid Grant-OPERATING EXPENSES-CHAPEL HILL, NC, US$6,000
Paid Grant-OPERATING EXPENSES-MOREHEAD CITY, NC, US$5,000
Paid Grant-OPERATING EXPENSES-KINSTON, NC, US$5,000
Paid Grant-OPERATING EXPENSES-KINSTON, NC, US$5,000
Paid Grant-OPERATING EXPENSES-GREENSBORO, NC, US$5,000
Paid Grant-OPERATING EXPENSES-GREENVILLE, NC, US$5,000
Paid Grant-OPERATING EXPENSES-RALEIGH, NC, US$5,000
Paid Grant-OPERATING EXPENSES-KISNTON, NC, US$5,000
Paid Grant-OPERATING EXPENSES-GREENSBORO, NC, US$5,000
Paid Grant-OPERATING EXPENSES-CHAPEL HILL, NC, US$5,000
Paid Grant-OPERATING EXPENSES-NEWPORT, NC, US$5,000
Paid Grant-OPERATING EXPENSES-WOODBERRY FOREST, VA, US$5,000
Paid Grant-OPERATING EXPENSES-HIGH POINT, NC, US$3,000
Paid Grant-OPERATING EXPENSES-GREENVILLE, NC, US$3,000
Paid Grant-OPERATING EXPENSES-OCRACOKE, NC, US$2,500
Paid Grant-OPERATING EXPENSES-WOODINGTON, NC, US$2,500
Paid Grant-OPERATING EXPENSES-LAGRANGE, NC, US$2,000
Paid Grant-OPERATING EXPENSES-KINSTON, NC, US$2,000
Paid Grant-OPERATING EXPENSES-KINSTON, NC, US$2,000
Paid Grant-OPERATING EXPENSES-KINSTON, NC, US$1,500
Paid Grant-OPERATING EXPENSES-GREENVILLE, NC, US$1,000
Paid Grant-OPERATING EXPENSES-GREENVILLE, NC, US$1,000
Paid Grant-OPERATING EXPENSES-WILMINGTON, NC, US$1,000
Paid Grant-OPERATING EXPENSES-CHAPEL HILL, NC, US$1,000
Paid Grant-OPERATING EXPENSES-KINSTON, NC, US$500
Paid Grant-OPERATING EXPENSES-MAURY, NC, US$500
Paid Grant-OPERATING EXPENSES-KINSTON, NC, US$500
Filing and Contact Details

Filer

EIN
23-7038942
Raw XML AppendixShowing 400 of 766 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/AccountingFees/Amount02305
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0692
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01613
CompensationExplanation/Compensation/PersonName0MARGARET HARVEY
CompensationExplanation/Compensation/PersonName1C FELIX HARVEY
CompensationExplanation/Compensation/PersonName2LEIGH H MCNAIRY
CompensationExplanation/Compensation/PersonName3RUTH HEATH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis088649
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis160083
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis2187605
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis392755
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis4509396
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis5160833
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02009-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12009-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired32009-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired42009-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired52010-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold22012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold32012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold42012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold52011-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice0258922
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice1197913
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice2165573
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice3125000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice4500000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice5287945
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0ENTERPRISE PRODUCTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1KINDER MORGAN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2J.P. MORGAN CHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3BAC X 6.25%
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4BB&T CAP TR VII
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5MCVEAN INVESTMENTS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet0170273
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet1137830
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet2-22032
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet332245
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet4-9396
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet5127112
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0644000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1468825
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2394618
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3266965
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4260599
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5254570
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6236827
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue7188660
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8163404
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue9160505
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue10150000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11149929
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue12148189
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue13142610
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue14136592
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15134240
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue16117104
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue17115253
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue18112553
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue19110000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue20107651
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue21101043
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue22100266
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2389585
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2489334
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2585985
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2682404
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2779903
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2864231
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2962584
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3056000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3153642
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3219000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3314515
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01035000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11052666
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2473100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3509400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4257000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5240561
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6567861
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV7110800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8170100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV9110800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV10628257
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11110800
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV12166300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV131339500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV14135550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV15539440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV16115650
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV17129700
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV18124300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV19134992
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20119300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2168250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV22129600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2351500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV24119440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV25136650
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2686350
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2779900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV28430874
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV29509400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3090000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV31320400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3222482
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV331500
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock011,500 MT OLIVE PICKLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1MCVEAN DEPOSIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock215,000 BB&T
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock315,000 ALTRIA GROUP, INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock410,000 BAC 8.625%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5THE LITTLE BANK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock68,766 DUKE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock710,000 UNIFI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock810,000 VECTOR GROUP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock910,000 UNIFI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10TWEEDY/BROWN VF 15,246 GLOBAL 14,120
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1110.000 UNIFI
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock125,000 PAYCHEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1315,000 PHILLIP MORRIS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14WACHOVIA PFD 7.25%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock158000-JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock165,000 SOLAR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock175,000 CAPITAL ONE 7.5%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock185,000 SPIRIT AEROSYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1916,874 SELECT BANK&TRUST CO.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock205,000 PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock213,000 GENERAL MOTORS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2215,000 KOHLBERG CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2310,000 NEW CENTURY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock244,000 WELLS FARGO 8%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock255885 - LINCOLN NATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock265,000 ARES CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2710,000 BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2810,380 KRAFT FOODS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2915000 - ALTRIA GP (PHILLIP MORRIS)
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock301000 MT. OLIVE PICKLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock316,000 ENTERPRISE PRODUCTS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock327944-YADKIN BANK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock335000 KATY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock342,500 KINDER MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35BAC CAP TRUST 6.25%
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36PROGRESS ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37BB&T CAP TRUST
InvestmentsOtherSchedule2/InvestmentsOther/BookValue057348
InvestmentsOtherSchedule2/InvestmentsOther/BookValue149510
InvestmentsOtherSchedule2/InvestmentsOther/BookValue270150
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3250000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0KFBSF REAL ESTATE FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1CARDINAL SELF-STORAGE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2FRANKLIN FAIRVIEW PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3SWEETWATER GROVE PARTNERSHIP
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2FMV
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0219434
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0436032
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount067278
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome01476
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0CARDINAL SELF STORAGE L.P.
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description1FRANKLIN-FAIRVIEW I,L.P.
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description2KFBSF REAL ESTATE FUND I, L.P
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount010396
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount1-156
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount2-4619
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode016
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode118
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode216
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0292333
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0437508
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0729841
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0692
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01613
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02305
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0293809
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0478200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0478200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0375000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm0219434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0219434
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0219434
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0603301
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01535353
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm068754
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm068754
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss068754
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0436032
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0278875
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps03300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm07700
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss015457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm05621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss05621
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss05578
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0293809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0482192
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm09313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0501540
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0288188
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses01104841
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps03992
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm09313
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss023340
IRS990PF/BalanceSheets/AccountsPayableEOY01206
IRS990PF/BalanceSheets/CashBOY0182601
IRS990PF/BalanceSheets/CashEOY0653509
IRS990PF/BalanceSheets/CashEOYFMV0653509
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY05458066
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY05361586
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV010117423
IRS990PF/BalanceSheets/InvestmentsOtherBOY0196612
IRS990PF/BalanceSheets/InvestmentsOtherEOY0427008
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/PrepaidExpensesBOY02896
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0603765
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0606344
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0606344
IRS990PF/BalanceSheets/TotalAssetsBOY06443940
IRS990PF/BalanceSheets/TotalAssetsEOY07048447
IRS990PF/BalanceSheets/TotalAssetsEOYFMV011377276
IRS990PF/BalanceSheets/TotalLiabilitiesEOY01206
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY06443940
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY07048447
IRS990PF/BalanceSheets/TotalNetAssetsBOY06443940
IRS990PF/BalanceSheets/TotalNetAssetsEOY07047241
IRS990PF/BalanceSheets/UnrestrictedBOY06443940
IRS990PF/BalanceSheets/UnrestrictedEOY07047241
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0603301
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal07047241
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY06443940
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY07047241
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0535226
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0535226
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0535226
IRS990PF/DistributableAmount/MinimumInvestmentReturn0540804
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome05578
IRS990PF/DistributableAmount/TotalTax05578
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment04372
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax05578
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal05578
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome05578
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01206
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments04372
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY011377276
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets010980788
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01023113
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities09770865
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0164712
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0186810
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0540804
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets010816076
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets010980788
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition22.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition34.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0MARGARET HARVEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1C FELIX HARVEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LEIGH H MCNAIRY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3RUTH HEATH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1V-PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2V-PRES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3SEC/AS TREAS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO BOX 189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12PO BOX 189
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13901 DEWEY ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0KINSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1KINSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2KINSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3KINSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode028502
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode128502
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode228502
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode328501
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0533015
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0530226
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.049022
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.083126
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.023988
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.041436
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.062406
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.034152
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax0false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets010816076
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1010043954
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear209129320
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear308658651
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear409322206
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5016804945
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome02789
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0482192
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10834914
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20218993
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30358778
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40581757
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50573922
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.245108
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0482192
IRS990PF/QualifyingDistributions/ExpensesAndContributions0482192
IRS990PF/QualifyingDistributions/QualifyingDistributions0482192
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0RUTH HEATH
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber02525234103
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10901 DEWEY ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0KINSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode028501
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0WRITTEN APPLICATION CONTAINING COMPLETE DETAILS OF ORGANIZATION, INCLUDING BOARD OF DIRECTORS, ANNUAL OPERATING BUDGET, ORGANIZATIONAL PURPOSE/MISSION STATEMENT. BASIS FOR GRANT REQUEST APPLICATION INCLUDING PROJECT DETAILS, PLANNED BUDGET AND REQUESTED FUNDING AMOUNT.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0RUTH HEATH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02525233862
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 189
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0KINSTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode028502
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GRANTS WILL BE REVIEWED ON A INDIVIDUAL BASIS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0JUNE 30
IRS990PF/SupplementaryInformation/ContributingManager0C FELIX HARVEY
IRS990PF/SupplementaryInformation/ContributingManager1HARVEY'S
IRS990PF/SupplementaryInformation/ContributingManager2CAROLINA FINANCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount125000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount3500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount62000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount710000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings