Civic Intelligence

George W and Ruth R Baxter Foundation Inc.

990PF • Fiscal year 2019 • EIN 56-0949547

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 13, 2020

Organization Profile
2115 Rexford Road No 211Charlotte, NC 28211

(704) 365-3806

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

36th percentile

-0.3%

Higher net margin than 36% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$120,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2019 filings • $10M-$25M 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 / Assets17th percentile

Assets

Down

$16,742,774

Down $560,882 (-3.2%) from 2015

Net Assets

$16,742,774

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin36th percentile

Revenue

Down

$1,134,299

Down $267,235 (-19%) from 2015

Expenses

Down

$1,138,007

Down $15,460 (-1.3%) from 2015

Net Income

Down

-$3,708

Down $251,775 (-101%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2011: $18,032,320Liabilities 2011: $02011Assets 2012: $17,607,053Liabilities 2012: $02012Assets 2013: $17,245,608Liabilities 2013: $02013Assets 2014: $17,053,550Liabilities 2014: $02014Assets 2015: $17,303,656Liabilities 2015: $02015Assets 2019: $16,742,774Liabilities 2019: $0Net Assets 2019: $16,742,7742019Assets 2020: $16,318,768Liabilities 2020: $0Net Assets 2020: $16,318,7682020Assets 2021: $18,398,611Liabilities 2021: $0Net Assets 2021: $18,398,6112021Assets 2022: $17,693,198Liabilities 2022: $0Net Assets 2022: $17,693,1982022Assets 2023: $17,633,302Liabilities 2023: $12023Assets 2024: $17,946,162Liabilities 2024: $0Net Assets 2024: $17,946,1622024

Highlighted filing

2019

Assets$16,742,774
Liabilities$0
Net Assets$16,742,774
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $1,821,933Expenses 2011: $402,771Net Income 2011: $1,419,1622011Revenue 2012: $562,490Expenses 2012: $970,976Net Income 2012: -$408,4862012Revenue 2013: $728,889Expenses 2013: $1,089,264Net Income 2013: -$360,3752013Revenue 2014: $974,986Expenses 2014: $1,169,644Net Income 2014: -$194,6582014Revenue 2015: $1,401,534Expenses 2015: $1,153,467Net Income 2015: $248,0672015Revenue 2019: $1,134,299Expenses 2019: $1,138,007Net Income 2019: -$3,7082019Revenue 2020: $828,183Expenses 2020: $1,245,785Net Income 2020: -$417,6022020Revenue 2021: $3,391,354Expenses 2021: $1,312,227Net Income 2021: $2,079,1272021Revenue 2022: $757,235Expenses 2022: $1,491,774Net Income 2022: -$734,5392022Revenue 2023: $1,188,860Expenses 2023: $1,239,640Net Income 2023: -$50,7802023Revenue 2024: $1,396,038Expenses 2024: $1,065,114Net Income 2024: $330,9242024

Highlighted filing

2019

Revenue$1,134,299
Expenses$1,138,007
Net Income-$3,708
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 13, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NOLAN D PACE JRChairmanPT$120,000-$120,000
MARK B EDWARDSDirector/SecretaryPT$25,000-$25,000
G STEVEN BAXTER SRDirector-$15,000-$15,000
BARBARA S GROTZKEDirector-$10,000-$10,000
EMILY E PACEDirector-$0--
ANDREW D PACEDirector-$0--
MARK BAREDirector-$0--
Filing and Contact Details

Filer

Filer Name
George W & Ruth R Baxter Foundation
EIN
56-0949547
Phone
7043653806
Address
2115 REXFORD ROAD NO 211, CHARLOTTE, NC 28211

Signing Officer

Name
Nolan D Pace Jr
Title
Chairman
Phone
7043653806
Signed
2020-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
550 S TRYON ST SUITE 2500, CHARLOTTE, NC 28202
Preparer
Katharine C Loiacono
Phone
7048871500
Raw XML AppendixShowing 400 of 951 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt04935
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0DELOITTE TAX, LLP
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03701
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01475215
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13050520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3130010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt486647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5156928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6116316
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7102028
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt866858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9146655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1063598
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11127780
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12147586
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13207241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14223732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15103142
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16124188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1756507
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18182220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19122943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20170224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21164520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2230740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23149093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24106438
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2563890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt26139454
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27280437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2860280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29178166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30158408
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31109666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt321000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt33764545
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt342850000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt35889293
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BBH LIMITED DURATION FUND CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BBH INCOME FUND I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2AKRE FOCUS FUND SUPRA INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3BOOKING HOLDINGS INC COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4BRIGHT HORIZONS FAMILY SOLUT COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5BROWN-FORMAN CORP CLASS B COMMON STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6DOLLAR GENERAL CORP COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7COLGATE PALMOLIVE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8COSTCO WHOLESALE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9DIAGEO PLC-SPONSORED ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10NESTLE S A SPONS ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11UNILEVER N V-NY SHARES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12BERKSHIRE HATHAWAY INC-CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13ARTHUR J GALLAGHER & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14U.S.BANCORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15NOVARTIS AG - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16HENRY SCHEIN INC COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17ZOETIS INC COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18PERRIGO CO PLC COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19ALCON INC COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20COPART INC COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21AO SMITH CORP COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23ALLEGION PLC-COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24FLEETCOR TECHNOLOGIES INC COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25KLA CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26MASTERCARD INCORPORATED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28CELANESE CORP COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29LINDE PLC COM STK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30ALPHABET INC CL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31COMCAST CORP CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32ALPS SERIES TRUST CLARKSTON PARTNERS FUND FOUNDERS CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33LONGLEAF PARTNRES SMALL CAP FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34BBH PARTNER FUND - INTERNATIONAL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35GQG PART EMERG MKTS EQ-INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01492395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13148344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23878287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3143761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt485064
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5219294
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6175633
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7111177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt889352
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9206483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10120710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11166174
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12424461
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13216648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14318506
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15209738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16181145
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17257024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1899136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19136051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20303285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21173886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22108832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23217945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt24249166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25114385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt26164224
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27387549
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt28181602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29232061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30493360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31370553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt321260823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt33676574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt343445482
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt35966556
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0386155
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0748138
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01134299
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01134299
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03701
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01234
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04935
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0748138
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0137500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt032500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0170000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0777750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0777750
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0386155
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0386155
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3708
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03099947
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0748138
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0960683
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt022705
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt07568
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt030273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0121733
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0129954
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt09575
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010581
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0959450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0173616
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01138007
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01134299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01134299
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0181700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0173616
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0360257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02351809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0494761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1253377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0494761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1253377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02846570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1253377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0748138
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0748138
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3708
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt020849
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016763623
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016767331
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016742774
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01014722
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01014722
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01014722
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01033936
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019214
IRS990PF/DistributableAmountGrp/TotalTaxAmt019214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09379
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019214
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt09835
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09379
IRS990PF/FMVAssetsEOYAmt021713172
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016114278
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016055268
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt021025666
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt016767331
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt016742774
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0653053
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0687506
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0687506
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016767331
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016742774
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt021713172
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016767331
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016742774
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016767331
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016742774
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020993632
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0329253
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020664379
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0314904
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01033936
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020678728
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020993632
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt125000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt215000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt310000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
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/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/PersonNm0NOLAN D PACE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARK B EDWARDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2G STEVEN BAXTER SR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BARBARA S GROTZKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4EMILY E PACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ANDREW D PACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MARK BARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02115 REXFORD RD STE 211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12115 REXFORD RD STE 211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22115 REXFORD RD STE 211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32115 REXFORD RD STE 211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42115 REXFORD RD STE 211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt52115 REXFORD RD STE 211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt62115 REXFORD RD STE 211
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/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/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/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01032261
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01041868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01017872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0930820
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0967531
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0975742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0999666
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050549
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.050073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.049679
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt09607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt020678728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt020136325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt019643498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt018639774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt019486568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt020122447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0959450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.249594
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0959450
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0959450
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0959450
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01

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
$16,742,774
Liabilities
$0
Net assets
$16,742,774
Revenue
$1,134,299
Expenses
$1,138,007
Net income
-$3,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$1.40$1.07$0.33
2023Summary only. Only limited summary data is available for this year.$17.6$0.00$1.19$1.24$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$0.76$1.49$0.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.00$18.4$3.39$1.31$2.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.00$16.3$0.83$1.25$0.42
2019Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$1.13$1.14$0.00
2015Summary only. Only limited summary data is available for this year.$17.3$0.00$1.40$1.15$0.25
2014Summary only. Only limited summary data is available for this year.$17.1$0.00$0.97$1.17$0.19
2013Summary only. Only limited summary data is available for this year.$17.2$0.00$0.73$1.09$0.36
2012Summary only. Only limited summary data is available for this year.$17.6$0.00$0.56$0.97$0.41
2011Summary only. Only limited summary data is available for this year.$18.0$0.00$1.82$0.40$1.42