Civic Intelligence

Towering Pines Foundation

990PF • Fiscal year 2011 • EIN 31-1534802

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

405 Madison AvenueRoom/Suite 225043604-1207
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$86,434

No earlier filing loaded for comparison.

Net Assets

$86,434

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$75,524

No earlier filing loaded for comparison.

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.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $86,434Liabilities 2011: $0Net Assets 2011: $86,4342011Assets 2012: $95,947Liabilities 2012: $0Net Assets 2012: $95,9472012Assets 2013: $91,155Liabilities 2013: $0Net Assets 2013: $91,1552013Assets 2014: $100,027Liabilities 2014: $0Net Assets 2014: $100,0272014Assets 2015: $1,863,583Liabilities 2015: $0Net Assets 2015: $1,863,5832015Assets 2016: $1,732,087Liabilities 2016: $0Net Assets 2016: $1,732,0872016Assets 2017: $1,741,776Liabilities 2017: $0Net Assets 2017: $1,741,7762017Assets 2018: $1,769,184Liabilities 2018: $0Net Assets 2018: $1,769,1842018Assets 2019: $1,741,090Liabilities 2019: $0Net Assets 2019: $1,741,0902019Assets 2020: $1,840,604Liabilities 2020: $0Net Assets 2020: $1,840,6042020Assets 2021: $1,699,690Liabilities 2021: $0Net Assets 2021: $1,699,6902021Assets 2022: $1,569,571Liabilities 2022: $0Net Assets 2022: $1,569,5712022Assets 2023: $1,512,358Liabilities 2023: $0Net Assets 2023: $1,512,3582023Assets 2024: $1,485,522Liabilities 2024: $0Net Assets 2024: $1,485,5222024

Highlighted filing

2011

Assets$86,434
Liabilities$0
Net Assets$86,434

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $75,5242011Expenses 2012: $105,4782012Revenue 2013: $38,403Expenses 2013: $43,195Net Income 2013: -$4,7922013Revenue 2014: $41,025Expenses 2014: $32,159Net Income 2014: $8,8662014Revenue 2015: $3,233,688Expenses 2015: $1,544,113Net Income 2015: $1,689,5752015Revenue 2016: $1,207Expenses 2016: $132,240Net Income 2016: -$131,0332016Revenue 2017: $69,497Expenses 2017: $59,727Net Income 2017: $9,7702017Revenue 2018: $96,602Expenses 2018: $69,047Net Income 2018: $27,5552018Revenue 2019: $99,174Expenses 2019: $127,519Net Income 2019: -$28,3452019Revenue 2020: $183,531Expenses 2020: $84,483Net Income 2020: $99,0482020Revenue 2021: $49,889Expenses 2021: $190,803Net Income 2021: -$140,9142021Revenue 2022: $43,625Expenses 2022: $173,744Net Income 2022: -$130,1192022Revenue 2023: $170,588Expenses 2023: $227,801Net Income 2023: -$57,2132023Revenue 2024: $211,841Expenses 2024: $238,677Net Income 2024: -$26,8362024

Highlighted filing

2011

Revenue-
Expenses$75,524
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY L PETERSPres & Ttee-$0--
KATHRYN H PETERSVP & Ttee-$0--
WILLIAM F BATESSecy,Tr,Ttee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHABITAT FOR HUMANITY OF DURHAMGENERALPUBLICDURHAM, NC, US$15,000
Paid GrantTHE HILL CENTERCAPITAL CAMPAIGN PARTIAL PAYMENTPUBLICDURHAM, NC, US$10,000
Paid GrantDUKE UNIVERSITY ANNUAL FUNDGENERAL - ANNUAL FUNDPUBLICDURHAM, NC, US$7,500
Paid GrantINTL FELLOWSHIP-CHRISTIANS & JEWSGENERALPUBLICCHICAGO, IL, US$7,500
Paid GrantDURHAM TECHNICAL COMM COLLEGE FDNJAMES G.HUCKABEE JR. MEM SCHOLARSHIPPUBLICDURHAM, NC, US$6,000
Paid GrantYMCA OF THE TRIANGLE AREA INCGENERALPUBLICRALEIGH, NC, US$5,000
Paid GrantTHE CLARE BOOTHE LUCE POLICY INSTGENERALPUBLICHERNDON, VA, US$5,000
Paid GrantDURHAM RESCUE MISSIONGENERALPUBLICDURHAM, NC, US$5,000
Paid GrantTHE CLARE BOOTHE LUCE POLICY INSTGENERALPUBLICHERNDON, VA, US$2,500
Paid GrantDUKE UNIVERSITY ANNUAL FUNDGENERAL - ANNUAL FUNDPUBLICDURHAM, NC, US$2,500
Paid GrantTHE MEDICAL FDN OF NC INCRICHARD H PETERS MEM SCHOLARSHIPPUBLICCHAPEL HILL, NC, US$2,000
Paid GrantOGLALA LAKOTA COLLEGEGENERALPUBLICKYLE, SD, US$1,500
Paid GrantSTUDENT UGENERALPUBLICDURHAM, NC, US$1,000
Paid GrantPRESERVATION DURHAMGENERALPUBLICDURHAM, NC, US$500
Filing and Contact Details

Filer

EIN
31-1534802
Raw XML AppendixShowing 400 of 441 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
CompensationExplanation/Compensation/PersonName0JAY L PETERS
CompensationExplanation/Compensation/PersonName1KATHRYN H PETERS
CompensationExplanation/Compensation/PersonName2WILLIAM F BATES
ExplnOfNonFilingWithAGStmt/Statement0PURSUANT TO RULES ESTABLISHED BY THE STATE OF OHIO'S OFFICE OF THE ATTORNEY GENERAL, THE FOUNDATION SUBMITTED THE FORM "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE" TO THE STATE OF OHIO IN LIEU OF A COPY OF THE FEDERAL TAX RETURN.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue012698
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue131976
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue211428
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue310527
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0260130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1320208
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2311505
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3137907
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock06900 SHS MERCK & CO. COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14800 SHS PROCTER & GAMBLE COMMON STK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24750 JOHNSON & JOHNSON COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37700 SHS GENERAL ELECTRIC COMMON STK
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount036712
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount080990
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA080990
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss036712
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome078539
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses080990
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsEOY086434
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired11987-09-09
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired21987-09-09
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-05-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0100 SHS GENERAL ELECTRIC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1650 SHS JOHNSON & JOHNSON, INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2100 SHS MERCK & CO INC NEW
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss139114
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses01802
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01939
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice140678
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice23546
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses05466
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases04
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal086438
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY080972
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY086434
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted050708
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj050708
IRS990PF/DistributableAmount/DistributableAmountBeforeDed050708
IRS990PF/DistributableAmount/MinimumInvestmentReturn051493
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0785
IRS990PF/DistributableAmount/TotalTax0785
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0499
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01284
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0785
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0499
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0785
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0785
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01284
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01049555
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01045535
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances018089
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01027446
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable015683
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn051493
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01029852
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01045535
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAY L PETERS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KATHRYN H PETERS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2WILLIAM F BATES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRES & TTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VP & TTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECY,TR,TTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103811 DARWIN ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113811 DARWIN ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12405 MADISON AVENUE SUITE 2250
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0DURHAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1DURHAM
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2OH
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode127707
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode2436041207
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1060804
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2078590
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3047008
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40126504
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5078050
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.333303
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions072288
IRS990PF/QualifyingDistributions/ExpensesAndContributions073073
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0785
IRS990PF/QualifyingDistributions/QualifyingDistributions073073
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0WILLIAM F BATES ESQ
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04192412100
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10405 MADISON AVENUE SUITE 2250
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0TOLEDO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0436041207
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/ContributingManager0JAY L PETERS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount35000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount6500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount72500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount87500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount92000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount107500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount116000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1210000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount135000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7GENERAL - ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL - ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9RICHARD H PETERS MEM SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11JAMES G.HUCKABEE JR. MEM SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12CAPITAL CAMPAIGN PARTIAL PAYMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HABITAT FOR HUMANITY OF DURHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11YMCA OF THE TRIANGLE AREA INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12THE CLARE BOOTHE LUCE POLICY INST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13THE CLARE BOOTHE LUCE POLICY INST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14OGLALA LAKOTA COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15STUDENT U
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16PRESERVATION DURHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17DUKE UNIVERSITY ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18DUKE UNIVERSITY ANNUAL FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine19THE MEDICAL FDN OF NC INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine110INTL FELLOWSHIP-CHRISTIANS & JEWS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine111DURHAM TECHNICAL COMM COLLEGE FDN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine112THE HILL CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine113DURHAM RESCUE MISSION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20OFFICE OF UNIVERSITY DEVELOPMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21OFFICE OF UNIVERSITY DEVELOPMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus8PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus9PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus10PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus11PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus12PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus13PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship8NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship9NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship10NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship11NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship12NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship13NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10215 N CHURCH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11801 CORPORATE CENTER DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12112 ELDEN STREET STE P
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13112 ELDEN STREET STE P
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14PO BOX 537
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine153116 ACADEMY ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16PO BOX 25411
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17PO BOX 90581
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine18PO BOX 90581
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine19880 MLK JR BOULEVARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11030 N LASALLE SUITE 2600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1111637 LAWSON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1123200 PICKETT ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine113PO BOX 11858
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine20SUITE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine21CB7565
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0DURHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1RALEIGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2HERNDON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3HERNDON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4KYLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5DURHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6DURHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7DURHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City8DURHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City9CHAPEL HILL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City10CHICAGO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City11DURHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City12DURHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City13DURHAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3VA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4SD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State8NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State9NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State10IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State11NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State12NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State13NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode027701
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode127607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode220170
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode320170
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode4577520537
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode527707
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode627702
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode727708
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode827708
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode9275142600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode10606023356
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1127703
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1227705
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1327703
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear071000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear050708
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted050708
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1010762
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2033570
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4057775
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5013924
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5013924
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0124472
IRS990PF/UndistributedIncome/ExcessFromCurrentYear022365
IRS990PF/UndistributedIncome/ExcessFromYear1010762
IRS990PF/UndistributedIncome/ExcessFromYear2033570
IRS990PF/UndistributedIncome/ExcessFromYear4057775
IRS990PF/UndistributedIncome/QualifyingDistributions073073
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus022365
IRS990PF/UndistributedIncome/TotalCorpus0138396
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0116031
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount0577
LegalFeesSchedule/LegalFees/Amount11695
LegalFeesSchedule/LegalFees/Category0BATES & ASSOCIATES, LLC
LegalFeesSchedule/LegalFees/Category1WATKINS, BATES & CAREY, LLP
OtherDecreasesSchedule/OtherDecreases/Amount04
OtherDecreasesSchedule/OtherDecreases/Description0PRIOR PERIOD ADJUSTMENT - ROUNDING
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1TREASURER STATE OF OH
OtherExpensesSchedule/OtherExpenses/Description2SEC OF STATE - OHIO EXISTENCE
OtherExpensesSchedule/OtherExpenses/Description3WBC - POSTAGE & COPY
OtherExpensesSchedule/OtherExpenses/Description4BATES & ASSOC. - POSTAGE & CO
OtherExpensesSchedule/OtherExpenses/Description5COMPUTER SERVICE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0200
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps125
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps228

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.21$0.24$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.17$0.23$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.04$0.17$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.05$0.19$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.18$0.08$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.10$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.07$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.00$0.13$0.13
2015Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$3.23$1.54$1.69
2014Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.04$0.03$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.04$0.04$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.11
2011Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.08