Civic Intelligence

John & Mildred Ludlum Charitable Fdn

990PF • Fiscal year 2017 • EIN 38-6869504

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 27, 2018

Organization Profile
PO Box 2907 - Trust Tax DeptWilson, NC 27894-2907

(304) 285-2360

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

48th percentile

$16,918

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

35th percentile

-0.7%

Faster asset growth than 35% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

77%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$1,075,797

Down $7,709 (-0.7%) from 2016

Net Assets

Down

$1,075,797

Down $7,709 (-0.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin22nd percentile

Revenue

Up

$72,005

Up $31,228 (+77%) from 2016

Expenses

Down

$79,678

Down $725 (-0.9%) from 2016

Net Income

Up

-$7,673

Up $31,953 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,116,413Liabilities 2010: $0Net Assets 2010: $1,116,4132010Assets 2011: $1,133,034Liabilities 2011: $0Net Assets 2011: $1,133,0342011Assets 2012: $1,139,621Liabilities 2012: $0Net Assets 2012: $1,139,6212012Assets 2013: $1,174,742Liabilities 2013: $1Net Assets 2013: $1,174,7422013Assets 2014: $1,152,561Liabilities 2014: $1Net Assets 2014: $1,152,5612014Assets 2015: $1,123,375Liabilities 2015: $1Net Assets 2015: $1,123,3752015Assets 2016: $1,083,506Liabilities 2016: $0Net Assets 2016: $1,083,5062016Assets 2017: $1,075,797Liabilities 2017: $0Net Assets 2017: $1,075,7972017Assets 2018: $1,159,049Liabilities 2018: $0Net Assets 2018: $1,159,0492018Assets 2019: $1,151,823Liabilities 2019: $1Net Assets 2019: $1,151,8232019Assets 2020: $1,102,988Liabilities 2020: $1Net Assets 2020: $1,102,9882020Assets 2021: $1,074,884Liabilities 2021: $1Net Assets 2021: $1,074,8842021Assets 2022: $1,016,348Liabilities 2022: $1Net Assets 2022: $1,016,3482022Assets 2023: $1,259,181Liabilities 2023: $12023

Highlighted filing

2017

Assets$1,075,797
Liabilities$0
Net Assets$1,075,797
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $63,3232010Expenses 2011: $87,2292011Expenses 2012: $84,0312012Revenue 2013: $121,661Expenses 2013: $86,515Net Income 2013: $35,1462013Revenue 2014: $71,578Expenses 2014: $93,632Net Income 2014: -$22,0542014Revenue 2015: $59,393Expenses 2015: $88,504Net Income 2015: -$29,1112015Revenue 2016: $40,777Expenses 2016: $80,403Net Income 2016: -$39,6262016Revenue 2017: $72,005Expenses 2017: $79,678Net Income 2017: -$7,6732017Revenue 2018: $168,348Expenses 2018: $85,925Net Income 2018: $82,4232018Revenue 2019: $77,377Expenses 2019: $84,680Net Income 2019: -$7,3032019Revenue 2020: $33,944Expenses 2020: $81,256Net Income 2020: -$47,3122020Revenue 2021: $60,478Expenses 2021: $88,840Net Income 2021: -$28,3622021Revenue 2022: $29,591Expenses 2022: $87,925Net Income 2022: -$58,3342022Revenue 2023: $304,841Expenses 2023: $62,015Net Income 2023: $242,8262023

Highlighted filing

2017

Revenue$72,005
Expenses$79,678
Net Income-$7,673
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 27, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$16,918-$16,918
Filing and Contact Details

Filer

Filer Name
John and Mildred Ludlum Char Fdn
EIN
38-6869504
Phone
3042852360
Address
PO BOX 2907 - TRUST TAX DEPT, WILSON, NC 27894-2907

Signing Officer

Name
Branch Banking Trust Co Trustee
Title
Vice President
Phone
3042852360
Signed
2018-03-27
Raw XML AppendixShowing 400 of 544 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30-268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt57186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81984
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1111078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt145461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt178893
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1933581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt208540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt251132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt261539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt271075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt291743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt301438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc040. DUNKIN BRANDS GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1100. LKQ CORP COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc228. MEAD JOHNSON NUTRITION CO CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc340. MEAD JOHNSON NUTRITION CO CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4.544 ENBRIDGE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5214.135 INVESCO INTERNATIONAL GROWTH FUND CL Y FUND # 8516 FD RELASED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6147.468 ALGER CAPITAL APPRECIATION FUND CL I FUN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7171.061 ARTISAN MID CAP VALUE FD-ADV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc812. BERKSHIRE HATHAWAY INC CL B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc980. COGNIZANT TECHNOLOGY SOLUTIONS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1045. EXPRESS SCRIPTS HLDG CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11424.288 GOLDMAN SACHS GROWTH OPPORTUNITY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12111.661 HARBOR INTERNATIONAL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1355. HOST MARRIOTT CORP NEW COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1447. ISHARES RUSSELL 1000 GROWTH INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1515. KRAFT HEINZ CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc167. KRAFT HEINZ CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17495.697 LAZARD EMERGING MARKETS FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1823. MAXIM INTEGRATED PRODUCTS INC COMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc193426.629 MORGAN STANLEY INSTITUTIONAL FUND MULTI-
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20234.034 OPPENHEIMER DEVELOPING MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2120. SCHWAB CHARLES CORP NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2212. SCOTTS CO CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23123.569 STERLING CAPITAL SPECIAL OPPORTUNITIES FUND INST CL FUND # 321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc248. TIME WARNER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2513. TREEHOUSE FOODS INC COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2630. UNILEVER PLC-SPONSORED ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2713. VERISK ANALYTICS INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2810. VISA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2980. SABRE CORP COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3066. SABRE CORP COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-02-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282017-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt292017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt302017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt047097
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7673
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt036
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01075833
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01083506
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01075797
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt061819
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt061819
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt061819
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt062911
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01092
IRS990PF/DistributableAmountGrp/TotalTaxAmt01092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0232
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0860
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0232
IRS990PF/FMVAssetsEOYAmt01327702
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01083506
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01075797
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0462349
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0489622
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0483431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0509522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0450020
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0707387
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt034335
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016987
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt017716
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt077300
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0119168
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0119168
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01083506
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01075797
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01327702
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01083506
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01075797
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01083506
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01075797
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01277386
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt076932
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01200454
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019161
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt062911
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01258225
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01277386
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0BRANCH BANKING AND TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016918
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0496 HIGH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MORGANTOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0265055529
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt064619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt065165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt062844
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt068350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt071563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt066184
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt063580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051771
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.052638
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01258225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01213873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01294806
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01359536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01322767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01283096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt062192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.256784
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt062192
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt062192
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt062192
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,075,797
Liabilities
$0
Net assets
$1,075,797
Revenue
$72,005
Expenses
$79,678
Net income
-$7,673
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$0.30$0.06$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.03$0.09$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06$0.09$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.03$0.08$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.08$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.17$0.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.08$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.04$0.08$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.06$0.09$0.03
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.07$0.09$0.02
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.17$0.00$1.17$0.12$0.09$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06