Civic Intelligence

Charles E and Charlotte T Curry Foundation

990PF • Fiscal year 2018 • EIN 43-6039016

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 18, 2019

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

(864) 282-3173

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

4th percentile

-110%

Higher net margin than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

45th percentile

$6,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 13.4% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.6%

Faster asset growth than 33% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-60%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,841,308

Down $49,250 (-2.6%) from 2017

Net Assets

Down

$1,841,308

Down $49,250 (-2.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin4th percentile

Revenue

Down

$44,931

Down $67,731 (-60%) from 2017

Expenses

Down

$94,416

Down $5,649 (-5.6%) from 2017

Net Income

Down

-$49,485

Down $62,082 (-493%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,707,945Liabilities 2011: $02011Assets 2012: $1,781,013Liabilities 2012: $02012Assets 2013: $1,865,848Liabilities 2013: $0Net Assets 2013: $1,865,8482013Assets 2014: $1,945,455Liabilities 2014: $0Net Assets 2014: $1,945,4552014Assets 2015: $1,936,888Liabilities 2015: $0Net Assets 2015: $1,936,8882015Assets 2016: $1,881,264Liabilities 2016: $0Net Assets 2016: $1,881,2642016Assets 2017: $1,890,558Liabilities 2017: $0Net Assets 2017: $1,890,5582017Assets 2018: $1,841,308Liabilities 2018: $0Net Assets 2018: $1,841,3082018Assets 2019: $1,838,367Liabilities 2019: $0Net Assets 2019: $1,838,3672019Assets 2020: $1,749,834Liabilities 2020: $0Net Assets 2020: $1,749,8342020Assets 2021: $2,127,086Liabilities 2021: $0Net Assets 2021: $2,127,0862021Assets 2022: $2,213,230Liabilities 2022: $0Net Assets 2022: $2,213,2302022Assets 2023: $2,045,667Liabilities 2023: $0Net Assets 2023: $2,045,6672023Assets 2024: $2,098,573Liabilities 2024: $0Net Assets 2024: $2,098,5732024

Highlighted filing

2018

Assets$1,841,308
Liabilities$0
Net Assets$1,841,308
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $184,271Expenses 2011: $114,706Net Income 2011: $69,5652011Revenue 2012: $122,213Expenses 2012: $47,726Net Income 2012: $74,4872012Revenue 2013: $165,652Expenses 2013: $80,504Net Income 2013: $85,1482013Revenue 2014: $197,433Expenses 2014: $118,191Net Income 2014: $79,2422014Revenue 2015: $113,788Expenses 2015: $121,452Net Income 2015: -$7,6642015Revenue 2016: $67,362Expenses 2016: $122,793Net Income 2016: -$55,4312016Revenue 2017: $112,662Expenses 2017: $100,065Net Income 2017: $12,5972017Revenue 2018: $44,931Expenses 2018: $94,416Net Income 2018: -$49,4852018Revenue 2019: $100,922Expenses 2019: $103,944Net Income 2019: -$3,0222019Revenue 2020: $33,796Expenses 2020: $121,627Net Income 2020: -$87,8312020Revenue 2021: $488,668Expenses 2021: $108,130Net Income 2021: $380,5382021Revenue 2022: $226,980Expenses 2022: $139,959Net Income 2022: $87,0212022Revenue 2023: -$48,567Expenses 2023: $122,418Net Income 2023: -$170,9852023Revenue 2024: $160,095Expenses 2024: $116,037Net Income 2024: $44,0582024

Highlighted filing

2018

Revenue$44,931
Expenses$94,416
Net Income-$49,485
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 18, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLOTTE CURRYPresidentPT$6,000-$6,000
PAULINE DIERKS CURRYVice President And TreasurerPT$0--
DR PAUL ROSSEYTrusteePT$0--
SHERRY RUFFINGTrusteePT$0--
THOMAS A KNOXTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Charles E and Charlotte T Curry Foundation
EIN
43-6039016
Phone
8642823173
Address
PO BOX 2907 - TRUST TAX DEPT, WILSON, NC 27894-2907

Signing Officer

Name
Charlotte Curry
Title
President
Phone
8642823173
Signed
2019-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Branch Banking and Trust Company
Address
PO BOX 2907, WILSON, NC 27894
Preparer
Carolyn Bracey
Phone
2522464394
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt106219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1137957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1210467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1336146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt158940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt164894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt173990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt188222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt195753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt208629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2568287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2612065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2834576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29186162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc017.92 GOV NATL MTG ASSN POOL #607715 DTD 03/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13.56 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29.34 GOV NATL MTG ASSN POOL #607715 DTD 03/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc313.23 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc475. MEDNAX INC COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5170. MEDNAX INC COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62.23 GOV NATL MTG ASSN POOL #607715 DTD 03/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc717.7 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc83.45 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9150. ACTIVISION BLIZZARD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1032. ALLIANCE DATA SYSTEMS COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11933.53 COHEN & STEERS REALTY SHARES INSTITUTION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12940. FORD MOTOR COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc134512.552 ADVISORY RESEARCH MLP & ENERGY INCOME FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14125. MYRIAD GENETICS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15321. MYRIAD GENETICS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16184. NEWELL RUBBERMAID INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17150. NEWELL RUBBERMAID INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1850. RED HAT INC COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1950. ZIMMER HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2075. ZIMMER HOLDINGS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc213.09 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc223.07 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc233.11 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc243.1 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc252455.472 GOLDMAN SACHS GROWTH OPPORTUNITY FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26275. SANOFI-AVENTIS SPONSORED ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2725.54 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc281332.923 GUGGENHEIM FLOAT RATE STRA-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc293127.728 HARBOR INTERNATIONAL-RET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc302.96 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc313.01 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc323.04 GOV NATL MTG ASSN POOL# 002589 DTD 05/01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33. SPDR GOLD TRUST GOLD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34. SPDR GOLD TRUST GOLD SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202018-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222018-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232018-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252018-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262018-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272018-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282018-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt292018-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt302018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt312018-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt322018-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt332018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt342018-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1456
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-49485
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0235
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01841308
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01890558
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01841308
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0102236
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0102236
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0102236
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0102765
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0529
IRS990PF/DistributableAmountGrp/TotalTaxAmt0529
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0532
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01860
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0529
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0799
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0529
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0529
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01860
IRS990PF/FMVAssetsEOYAmt01918544
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01890558
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01841308
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0414963
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0453396
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0436808
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01315828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01229750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01322489
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0108115
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt021346
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt022431
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt051652
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0136816
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0136816
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01890558
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01841308
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01918544
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01890558
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01841308
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01890558
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01841308
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02086593
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt077946
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02008647
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031299
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0102765
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02055294
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02086593
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt024
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt112
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt312
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt412
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHARLOTTE CURRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAULINE DIERKS CURRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DR PAUL ROSSEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHERRY RUFFING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4THOMAS A KNOX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT AND TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06 SOUTH MARINA DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18445 SANDERLING ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2314 ARBOR COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34935 LITTLE FALLS RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4185 W BROOKLINE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KEY LARGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TINTON FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ARLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033037
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134242
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd207753
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd322207
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402118
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt089333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt089597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt080250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0104008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0101298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt093417
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt059950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044379
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.030377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02055294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02053754
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01933636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02037947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02104998

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Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,841,308
Liabilities
$0
Net assets
$1,841,308
Revenue
$44,931
Expenses
$94,416
Net income
-$49,485
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.16$0.12$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.05$0.12$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.23$0.14$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.49$0.11$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.03$0.12$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.00$1.84$0.10$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.04$0.09$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.00$1.89$0.11$0.10$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.07$0.12$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.00$1.94$0.11$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.20$0.12$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.17$0.08$0.09
2012Summary only. Only limited summary data is available for this year.$1.78$0.00$0.12$0.05$0.07
2011Summary only. Only limited summary data is available for this year.$1.71$0.00$0.18$0.11$0.07