Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Down$7,789,206
Down $192,943 (-2.4%) from 2011
Net Assets
Down$7,789,206
Down $192,943 (-2.4%) from 2011
Liabilities
Flat$0
Flat from 2011
Revenue And Expenses
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$429,897
Up $49,818 (+13%) from 2011
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2012 to Dec 31, 2012
- Signed
- Apr 6, 2013
- Return Version
- 2012v2.1
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| WELLS FARGO BANK NA | Trustee | - | $68,110 | - | $68,110 |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | CONVERSE COLLEGE | GENERAL | PUBLIC CHARITY | SPARTANBURG, SC, US | $175,200 |
| Paid Grant | UNC AT ASHEVILLE FOUNDATION INC | GENERAL | PUBLIC CHARITY | ASHEVILLE, NC, US | $105,220 |
| Paid Grant | WARREN WILSON COLLEGE | GENERAL | PUBLIC CHARITY | ASHEVILLE, NC, US | $70,200 |
Filing and Contact Details
Filer
- EIN
- 26-6050520
Raw XML AppendixShowing 400 of 414 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/Amount | 0 | 4500 |
| AccountingFeesSchedule/AccountingFees/Category | 0 | TAX PREPARATION FEE (NON-ALLOC |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 4500 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 0 | 256210105 DODGE & COX INCOME F |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 1 | 4812C0803 JPMORGAN HIGH YIELD |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 2 | 693390304 PIMCO LOW DURATION F |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 3 | 693390700 PIMCO TOTAL RET FD-I |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 4 | 693390882 PIMCO FOREIGN BD FD |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 5 | 693391559 PIMCO EMERG MKTS BD- |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 6 | 922031737 VANGUARD INFLAT-PROT |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 0 | 261790 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 1 | 968541 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 2 | 1029076 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 3 | 262079 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 4 | 816225 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 5 | 747181 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 6 | 250940 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 7 | 228000 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 8 | 269457 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 9 | 198169 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 10 | 237000 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 11 | 529500 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 0 | 270463 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 1 | 849450 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 2 | 1101748 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 3 | 214538 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 4 | 797014 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 5 | 611578 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 6 | 216583 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 7 | 232196 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 8 | 546770 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 9 | 212720 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 10 | 280913 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 11 | 598980 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | 256210105 DODGE&COX INCOME FD |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 1 | 4812C0803 JPMORGAN HI YL #3580 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 2 | 693390700 PIMCO TOT RTN FD #35 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 3 | 922031737 VANGUARD FD #5119 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 4 | 693391559 PIMCO EMERG MKT #137 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 5 | 693390882 PIMCO FORGN FD #103 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 6 | 26203E836 DREYFUS/THE BOSTON C |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 7 | 26203E851 DREYFUS BOSTON #6944 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 8 | 38142Y773 GOLDMAN SACHS L/C VA |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 9 | 4812A2207 JPMORGAN INTREPID GR |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 10 | 784924425 SSGA EMERGING MARKET |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 11 | 89155H793 TOUCHSTONE MID CAP F |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 12 | 04315J837 ARTIO INTL FD #1529 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 13 | 256206103 DODGE & COX INT'L ST |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 14 | 26852M105 EII INTERNATIONAL PR |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 15 | 722005667 PIMCO COMMODITY REAL |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 16 | 779919109 T ROWE PRICE REAL ES |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 17 | 922042858 VANGUARD MSCI EMERGI |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 18 | 922908793 VANGUARD SMALL CAP V |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 19 | 008882532 INVESCO INTL GROWTH- |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 0 | 323881 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 1 | 320549 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 2 | 100000 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 3 | 549780 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 4 | 268577 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 5 | 146152 |
| InvestmentsOtherSchedule2/InvestmentsOther/BookValue | 6 | 207945 |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 0 | 256210105 DODGE & COX INCOME F |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 1 | 4812C0803 JPMORGAN HIGH YIELD |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 2 | 693390304 PIMCO LOW DURATION F |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 3 | 693390700 PIMCO TOTAL RET FD-I |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 4 | 693390882 PIMCO FOREIGN BD FD |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 5 | 693391559 PIMCO EMERG MKTS BD- |
| InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem | 6 | 922031737 VANGUARD INFLAT-PROT |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 0 | 358645 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 1 | 321787 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 2 | 101058 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 3 | 598791 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 4 | 286636 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 5 | 210384 |
| InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV | 6 | 248322 |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 0 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 1 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 2 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 3 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 4 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 5 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV | 6 | AT COST |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount | 0 | 191806 |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount | 0 | 54754 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount | 0 | 246560 |
| IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA | 0 | 246560 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps | 0 | 4500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss | 0 | 4500 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm | 0 | 54754 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps | 0 | 17028 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm | 0 | 51082 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss | 0 | 68110 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 350620 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 350620 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDepletionRevAndExpnss | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm | 0 | 189819 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss | 0 | 191806 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | -183337 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice | 0 | 179670 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss | 0 | 54754 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 189528 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCGAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm | 0 | 3963 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss | 0 | 6667 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 372148 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 55045 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 429897 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 244573 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | 246560 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 21528 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 55045 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 79277 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncm | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncm | 0 | 0 |
| IRS990PF/BalanceSheets/AccountsReceivableEOY | 0 | 0 |
| IRS990PF/BalanceSheets/AccountsReceivableEOYFMV | 0 | 0 |
| IRS990PF/BalanceSheets/AllwncForDbtflAcctOtherRcvbl | 0 | 0 |
| IRS990PF/BalanceSheets/CapitalStockBOY | 0 | 7982149 |
| IRS990PF/BalanceSheets/CapitalStockEOY | 0 | 7789206 |
| IRS990PF/BalanceSheets/CashBOY | 0 | 41701 |
| IRS990PF/BalanceSheets/CashEOY | 0 | 13321 |
| IRS990PF/BalanceSheets/CashEOYFMV | 0 | 13321 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY | 0 | 1900166 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockBOY | 0 | 5902109 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOY | 0 | 5797958 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV | 0 | 5932953 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOY | 0 | 1916884 |
| IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV | 0 | 2125623 |
| IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117 | 0 | X |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY | 0 | 138173 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY | 0 | 61043 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV | 0 | 61043 |
| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 7982149 |
| IRS990PF/BalanceSheets/TotalAssetsEOY | 0 | 7789206 |
| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 8132940 |
| IRS990PF/BalanceSheets/TotalLiabilitiesEOY | 0 | 0 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY | 0 | 7982149 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY | 0 | 7789206 |
| IRS990PF/BalanceSheets/TotalNetAssetsBOY | 0 | 7982149 |
| IRS990PF/BalanceSheets/TotalNetAssetsEOY | 0 | 7789206 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome | 0 | 54754 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 0 | 124916 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired | 0 | 2007-11-01 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold | 0 | 2012-06-26 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 0 | 4836.066 JPMORGAN INTREPID GR-SEL #1202 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 0 | -6916 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 0 | -6916 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 0 | 118000 |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | -183337 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases | 0 | 9611 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases | 0 | 5 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 7798817 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY | 0 | 7982149 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 7789206 |
| IRS990PF/DistributableAmount/DeductionFrDistributableAmount | 0 | 0 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 389394 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeAdj | 0 | 389394 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeDed | 0 | 389394 |
| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 391289 |
| IRS990PF/DistributableAmount/RecoveriesQlfyDistributions | 0 | 0 |
| IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome | 0 | 1895 |
| IRS990PF/DistributableAmount/TotalTax | 0 | 1895 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear | 0 | 17 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment | 0 | 1912 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 1895 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment | 0 | 17 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal | 0 | 1895 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 1895 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511 | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments | 0 | 1912 |
| IRS990PF/ExemptPF | 0 | X |
| IRS990PF/FMVAssetsEOY | 0 | 8132940 |
| IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 7944954 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 106798 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 7838156 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 119174 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 391289 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 7825780 |
| IRS990PF/MinimumInvestmentReturn/ReductionClaimed | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 7944954 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 0 | 4 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 0 | 68110 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 0 | WELLS FARGO BANK NA |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | TRUSTEE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 0 | 1525 W WT HARRIS BLVD D1114-044 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 0 | CHARLOTTE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 0 | NC |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 0 | 28288 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct | 0 | 299259 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets | 0 | 297364 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio | 0 | 0.037998 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1 | 0 | 0.041776 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2 | 0 | 0.040862 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3 | 0 | 0.052278 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4 | 0 | 0.042866 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5 | 0 | 0.012206 |
| IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax | 0 | false |
| IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets | 0 | 7825780 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1 | 0 | 7813133 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2 | 0 | 7293502 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3 | 0 | 6288194 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4 | 0 | 7737412 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5 | 0 | 8526680 |
| IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome | 0 | 1895 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions | 0 | 372148 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1 | 0 | 326398 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2 | 0 | 298027 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3 | 0 | 328735 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4 | 0 | 331673 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5 | 0 | 104076 |
| IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio | 0 | 0.189988 |
| IRS990PF/QualifyingDistributions/AdjQualifyingDistributions | 0 | 370253 |
| IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets | 0 | 0 |
| IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest | 0 | 0 |
| IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest | 0 | 0 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 372148 |
| IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm | 0 | 1895 |
| IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal | 0 | 0 |
| IRS990PF/QualifyingDistributions/QualifyingDistributions | 0 | 372148 |
| IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported | 0 | false |
| IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract | 0 | false |
| IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets | 0 | true |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1 | 0 | WELLS FARGO BANK NA |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber | 0 | 3367478720 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1 | 0 | 1 WEST 4TH STREET |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City | 0 | WINSTON SALEM |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State | 0 | NC |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode | 0 | 271013818 |
| IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws | 0 | false |
| IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr | 0 | true |
| IRS990PF/StatementsRegardingActivities/ForeignBank | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form1120POLFiled | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG | 0 | true |
| IRS990PF/StatementsRegardingActivities/InterestInControlledEntity | 0 | false |
| IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities | 0 | false |
| IRS990PF/StatementsRegardingActivities/MoreThan100Spent | 0 | false |
| IRS990PF/StatementsRegardingActivities/NewSubstantialContributors | 0 | false |
| IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation | 0 | false |
| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | true |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 0 | NC |
| IRS990PF/StatementsRegardingActivities/TerminationEtc | 0 | false |
| IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000 | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson | 0 | true |
| IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceElection | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceLegislation | 0 | false |
| IRS990PF/StatementsRegardingActy4720/JeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson | 0 | true |
| IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn | 0 | false |
| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied | 0 | false |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 0 | 105220 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 1 | 70200 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 2 | 175200 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 0 | GENERAL |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 1 | GENERAL |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 2 | GENERAL |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 0 | UNC AT ASHEVILLE FOUNDATION INC |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 1 | WARREN WILSON COLLEGE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 2 | CONVERSE COLLEGE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 0 | PUBLIC CHARITY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 1 | PUBLIC CHARITY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 2 | PUBLIC CHARITY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 0 | NONE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 1 | NONE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 2 | NONE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 0 | ONE UNIVERSITY HEIGHTS |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 1 | PO BOX 9000 CPO 6363 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 2 | 580 EAST MAIN STREET |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 0 | ASHEVILLE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 1 | ASHEVILLE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 2 | SPARTANBURG |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 0 | NC |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 1 | NC |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 2 | SC |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 0 | 28804 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 1 | 28815 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 2 | 29302 |
| IRS990PF/SupplementaryInformation/OnlyContributesToPreselected | 0 | X |
| IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear | 0 | 350620 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO | 0 | false |
| IRS990PF/UndistributedIncome/AppliedToCurrentYear | 0 | 201074 |
| IRS990PF/UndistributedIncome/AppliedToPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/AppliedToYear1 | 0 | 171074 |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 389394 |
| IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromCurrentYear | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear1 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear2 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear3 | 0 | 0 |
| IRS990PF/UndistributedIncome/ExcessFromYear4 | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYear1 | 0 | 2010 |
| IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax | 0 | 0 |
| IRS990PF/UndistributedIncome/PriorYearUndistributedIncome | 0 | 0 |
| IRS990PF/UndistributedIncome/QualifyingDistributions | 0 | 372148 |
| IRS990PF/UndistributedIncome/RemainingDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount1 | 0 | 0 |
| IRS990PF/UndistributedIncome/TaxableAmount2 | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalExcessDistriCarryover | 0 | 0 |
| IRS990PF/UndistributedIncome/TotalForPriorYears | 0 | 0 |
| IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus | 0 | 0 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 188320 |
| IRS990PF/UndistributedIncome/UndistributedIncomePriorYear | 0 | 171074 |
| OtherDecreasesSchedule/OtherDecreases/Amount | 0 | 3313 |
| OtherDecreasesSchedule/OtherDecreases/Amount | 1 | 6298 |
| OtherDecreasesSchedule/OtherDecreases/Description | 0 | MUTUAL FUND TIMING DIFFERENCE |
| OtherDecreasesSchedule/OtherDecreases/Description | 1 | RETURN OF CAPITAL ADJUSTMENT |
| OtherIncreasesSchedule/OtherIncreases/Amount | 0 | 5 |
| OtherIncreasesSchedule/OtherIncreases/Description | 0 | COST BASIS ADJUSTMENT |
| TaxesSchedule/Taxes/Amount | 0 | 792 |
| TaxesSchedule/Taxes/Amount | 1 | 1912 |
| TaxesSchedule/Taxes/Amount | 2 | 3552 |
| TaxesSchedule/Taxes/Amount | 3 | 411 |
| TaxesSchedule/Taxes/Category | 0 | FEDERAL TAX PAYMENT - PRIOR YE |
| TaxesSchedule/Taxes/Category | 1 | FEDERAL ESTIMATES - PRINCIPAL |
| TaxesSchedule/Taxes/Category | 2 | FOREIGN TAXES ON QUALIFIED FOR |
| TaxesSchedule/Taxes/Category | 3 | FOREIGN TAXES ON NONQUALIFIED |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 0 | 0 |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 1 | 0 |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 2 | 0 |
| TaxesSchedule/Taxes/DisbursementsCharitablePrps | 3 | 0 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 0 | 0 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 1 | 0 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 2 | 3552 |
| TaxesSchedule/Taxes/NetInvestmentIncome | 3 | 411 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 266050520 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | RUTH PADDISON |
| ReturnHeader/Filer/NameControl | 0 | PADD |
| ReturnHeader/Filer/Phone | 0 | 3367478720 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 1 WEST 4TH STREET D4000-041 |
| ReturnHeader/Filer/USAddress/City | 0 | WINSTON SALEM |
| ReturnHeader/Filer/USAddress/State | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 27101 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2013-04-06 |
| ReturnHeader/Officer/Name | 0 | - |
| ReturnHeader/Officer/Phone | 0 | 3367478720 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $7,789,206
- Liabilities
- $0
- Net assets
- $7,789,206
- Revenue
- -
- Expenses
- $429,897
- Net income
- -