Civic Intelligence

The Belk Foundation

990PF • Fiscal year 2019 • EIN 27-0237197

Jun 01, 2018 to May 31, 2019 • Filed on Apr 15, 2020

Organization Profile
6832 Morrison Blvd Suite 100Charlotte, NC 28211

(704) 544-5444

Siviq Scores

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

Liabilities / Assets

48th percentile

0.00x

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

2019 filings • NTEE T • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

99th percentile

1147%

Higher net margin than 99% of similar nonprofits.

2019 filings • NTEE T • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$131,047

Higher top officer pay than 22% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets48th percentile

Assets

$52,451,201

No earlier filing loaded for comparison.

Net Assets

$52,451,201

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

-$252,969

No earlier filing loaded for comparison.

Expenses

$2,647,535

No earlier filing loaded for comparison.

Net Income

-$2,900,504

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$60M$40M$20M$0Assets 2019: $52,451,201Liabilities 2019: $0Net Assets 2019: $52,451,2012019Assets 2020: $48,174,784Liabilities 2020: $0Net Assets 2020: $48,174,7842020Assets 2021: $47,526,098Liabilities 2021: $37Net Assets 2021: $47,526,0612021Assets 2022: $49,450,570Liabilities 2022: $37Net Assets 2022: $49,450,5332022Assets 2023: $48,083,192Liabilities 2023: $1,146Net Assets 2023: $48,082,0462023Assets 2024: $42,914,986Liabilities 2024: $223Net Assets 2024: $42,914,7632024

Highlighted filing

2019

Assets$52,451,201
Liabilities$0
Net Assets$52,451,201
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MRevenue 2019: -$252,969Expenses 2019: $2,647,535Net Income 2019: -$2,900,5042019Revenue 2020: -$1,835,324Expenses 2020: $2,441,093Net Income 2020: -$4,276,4172020Revenue 2021: $1,947,131Expenses 2021: $2,595,864Net Income 2021: -$648,7332021Revenue 2022: $5,020,592Expenses 2022: $3,096,290Net Income 2022: $1,924,3022022Revenue 2023: $1,516,079Expenses 2023: $2,886,918Net Income 2023: -$1,370,8392023Revenue 2024: -$2,631,563Expenses 2024: $2,557,275Net Income 2024: -$5,188,8382024

Highlighted filing

2019

Revenue-$252,969
Expenses$2,647,535
Net Income-$2,900,504
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Apr 15, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHANNA EDENS ANDERSONExecutive DirectorFT$127,230$3,817$131,047
KATHERINE B MORRISMember, Board Of Directors-$0--
JOHN R BELKChair, Board Of DirectorsPT$0--
THOMAS M BELK JRVice Chair, Treasurer-$0--
ANN CLARK AS OF 618Member, Board Of Directors-$0--
MARY CLAUDIA BELK PILONMember, Board Of Directors-$0--
LOUISE MARTINSecretary, Board Of Directors-$0--
REBECCA MORRIS AS OF 618Member, Board Of Directors-$0--
Kate Morris StanleyMember, Board Of Directors-$0--
Alison WelcherMember, Board Of Directors-$0--
Anthony FoxMember, Board Of Directors-$0--
Filing and Contact Details

Filer

Filer Name
The Belk Foundation
EIN
27-0237197
In Care Of
% JOHANNA EDENS ANDERSON
Phone
7045445444
Address
6832 Morrison Blvd Suite 100, CHARLOTTE, NC 28211

Signing Officer

Name
Johanna Anderson
Title
Executive Director
Phone
7044612792
Signed
2020-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton LLP
Address
201 S COLLEGE ST STE 2500, CHARLOTTE, NC 28244
Preparer
Michele N Melchior
Phone
7046323500
Raw XML AppendixShowing 400 of 946 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0857412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11144137
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21175280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31665629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4783007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6234662
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt72000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt819338228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt92000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt101000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt111350000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141313260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt151800213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt162000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt172000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt183000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt191000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt204300000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ETF VENTURE FUND II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GF CAPITAL REAL ESTATE FUND II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2LEM INVESTORS II, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3LOGAN LENDER, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4NEXTSTAGE CAPITAL PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5SLG LAND INVESTMENTS II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6TL VENTURES VII, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7WIMBLEDON FINANCING SERIES LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ADAMAS PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ANCHORAGE CAPITAL PARTNERS OFF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11LAKEWOOD CAPITAL OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SEG PARTNERS OFFSHORE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VARDE CREDIT PARTNERS OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14COLCHESTER COMBINED GLOBAL FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15WELLINGTON EMERGING MARKETS LC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16SEMPER VIC PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17LANSDOWNE DEVELOPED MARKETS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18IFP GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19SOUTHPOINT QUALIFIED OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20SEGA REAL ASSET NI CTF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0454470
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt196966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt278837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31665629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4394271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt631885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt70
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt821143824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt92163148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101073837
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt111354510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121683338
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131155138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141439767
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt152127828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt162280368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt172213442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt182957808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt191078092
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt204143007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0528572
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1801865
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0476468
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INVESTMENT LOSS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0567443
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-23587
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-705850
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0452881
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-252969
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt024242
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt024242
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01736420
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt091733
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt039314
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0131047
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02026885
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02026885
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0757893
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0524445
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2900504
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02421394
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt017495
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt04127
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04127
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1325397
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02146418
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt036235
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt09059
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt045293
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt075597
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt08400
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt083997
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt024457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt072731
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027217
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-10714
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0543856
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt014900
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0151360
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0166260
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt02219
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0247
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt02466
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt012809
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt017656
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0115315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02308844
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0341308
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02647535
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02487726
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-252969
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0281959
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0341308
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0620650
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt024009
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt0804
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt024813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0578027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2104851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt092836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11470711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2689045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-578027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt461752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt092836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11470711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2689045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-578027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt461752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt092836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11470711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2689045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt361752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5104952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED FUNDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GAIN/LOSS FROM LP INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DISPOSAL OF ALTERNATIVE INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DISTRIBUTIONS IN EXCESS OF BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5OTHER SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6OTHER LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01736420
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2900504
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt039
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt052451201
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt055351666
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt052451201
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02314829
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02314829
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02314829
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0109672
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02445965
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021464
IRS990PF/DistributableAmountGrp/TotalTaxAmt0131136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt058360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt024824
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt055000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021464
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt058360
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021464
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021464
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt079824
IRS990PF/FMVAssetsEOYAmt047775538
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0138791
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt093182
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt093182
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt055111087
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt052211828
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt047536165
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt055351666
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt052451201
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0101788
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0146191
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0146191
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt055351666
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt052451201
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt047775538
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt055351666
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt052451201
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt055351666
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt052451201
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt049664263
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0574976
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0744964
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt049089287
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02445965
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt048919299
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt049664263
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Prime Buccholz
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0133422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgr.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0273 Corporate Drive STE 250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PORTSMOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd003801
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0127230
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt03817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHANNA EDENS ANDERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATHERINE B MORRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOHN R BELK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3THOMAS M BELK JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANN CLARK AS OF 618
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MARY CLAUDIA BELK PILON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6LOUISE MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7REBECCA MORRIS AS OF 618
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Kate Morris Stanley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Alison Welcher
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Anthony Fox
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Member, Board of Directors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Chair, Board of Directors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice Chair, Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Member, Board of Directors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Member, Board of Directors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Secretary, Board of Directors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Member, Board of Directors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Member, Board of Directors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9Member, Board of Directors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt10Member, Board of Directors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06832 Morrison Blvd Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16832 Morrison Blvd Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26832 Morrison Blvd Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36832 Morrison Blvd Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46832 Morrison Blvd Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt56832 Morrison Blvd Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt66832 Morrison Blvd Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt76832 Morrison Blvd Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt86832 Morrison Blvd Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt96832 Morrison Blvd Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt106832 Morrison Blvd Suite 100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm10CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd10NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd528211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd628211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd728211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd828211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd928211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1028211
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt02242607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt02264071
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02335966
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02298630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02352343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02224342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02263973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048396
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043087
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt021464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt048919299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt051078534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt049210886
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt048606493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt051623941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt049988781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02308844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.229216
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02287380
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02308844
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt021464
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02308844
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,451,201
Liabilities
$0
Net assets
$52,451,201
Revenue
-$252,969
Expenses
$2,647,535
Net income
-$2,900,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$2.63$2.56$5.19
2023Detailed filing. Detailed filing data is available for this year.$48.1$0.00$48.1$1.52$2.89$1.37
2022Detailed filing. Detailed filing data is available for this year.$49.5$0.00$49.5$5.02$3.10$1.92
2021Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$1.95$2.60$0.65
2020Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$1.84$2.44$4.28
2019Detailed filing. Detailed filing data is available for this year.$52.5$0.00$52.5$0.25$2.65$2.90