Civic Intelligence

The Harkey Foundation Inc

EIN 56-1643562 • Charlotte, NC

1043 E Morehead Street Suite 300Charlotte, NC 28204-2800
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2018

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2018

Net Margin

1st percentile

-18759%

Higher net margin than 1% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-99%

Faster revenue growth than 5% of similar nonprofits.

<$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $390,179 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $390,179 (-100%) from 2017

Operations
Liabilities / Revenue66th percentileNet Margin1st percentile

Revenue

Down

$2,080

Down $163,595 (-99%) from 2017

Expenses

Up

$392,259

Up $224,662 (+134%) from 2017

Net Income

Down

-$390,179

Down $388,257 (-20201%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $958,392Liabilities 2011: $02011Assets 2012: $902,598Liabilities 2012: $0Net Assets 2012: $902,5982012Assets 2013: $948,257Liabilities 2013: $1Net Assets 2013: $948,2572013Assets 2014: $979,007Liabilities 2014: $1Net Assets 2014: $979,0072014Assets 2015: $989,598Liabilities 2015: $1Net Assets 2015: $989,5982015Assets 2016: $321,119Liabilities 2016: $0Net Assets 2016: $321,1192016Assets 2017: $390,179Liabilities 2017: $0Net Assets 2017: $390,1792017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$500K$0-$500K-$1.0MRevenue 2011: $46,572Expenses 2011: $71,122Net Income 2011: -$24,5502011Expenses 2012: $76,4452012Revenue 2013: $98,733Expenses 2013: $84,517Net Income 2013: $14,2162013Revenue 2014: $17,139Expenses 2014: $20,111Net Income 2014: -$2,9722014Revenue 2015: $20,146Expenses 2015: $45,849Net Income 2015: -$25,7032015Revenue 2016: -$16,173Expenses 2016: $499,289Net Income 2016: -$515,4622016Revenue 2017: $165,675Expenses 2017: $167,597Net Income 2017: -$1,9222017Revenue 2018: $2,080Expenses 2018: $392,259Net Income 2018: -$390,1792018

Highlighted filing

2018

Revenue$2,080
Expenses$392,259
Net Income-$390,179
Open 2018 Filing

Filings

Most recent year

2018 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,080
Expenses
$392,259
Net income
-$390,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.02$3.92$3.90
2017Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$1.66$1.68$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.21$0.00$3.21$0.16$4.99$5.15
2015Detailed filing. Detailed filing data is available for this year.$9.90$0.00$9.90$0.20$0.46$0.26
2014Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$0.17$0.20$0.03
2013Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$0.99$0.85$0.14
2012Detailed filing. Detailed filing data is available for this year.$9.03$0.00$9.03$0.76
2011Summary only. Only limited summary data is available for this year.$9.58$0.00$0.47$0.71$0.25
Latest Detailed Filing

The latest 2018 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY A HARKEYPresident-$0--
AVERILL C HARKEYV. President-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMYERS PARK PRESBYTERIAN CHURCHGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$37,500
Paid GrantSHARON TOWERS PRESBY HOMEGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$25,000
Paid GrantYMCA CENTRAL CAROLINASGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$25,000
Paid GrantFLORENCE CRITTENTON SERVICESGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$25,000
Paid GrantWILLIAM PEACE UNIVERSITYGENERAL CHARITABLE USESEXEMPTRALEIGH, NC, US$25,000
Paid GrantUNION PRESBYTERIAN SEMINARYGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$10,000
Paid GrantTHE SHEPHERD'S CENTER OF CHARLOTTEGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$5,000
Paid GrantCHARLOTTE-MECK POLICE FOUNDATIONGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$2,000
Paid GrantCHARLOTTE COUNTRY DAY SCHOOLGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$1,500
Paid GrantTHE MINT MUSEUMGENERAL CHARITABLE USESEXEMPTCHARLOTTE, NC, US$1,500
Filing and Contact Details

Filer

Filer Name
The Harkey Foundation Inc
EIN
56-1643562
Phone
7043774700
Address
1043 E MOREHEAD STREET SUITE 300, CHARLOTTE, NC 28204-2800

Signing Officer

Name
Henry a Harkey
Title
President
Phone
7043774700
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Mckinzie Thompson & Van Dyne Pllc
Address
831 E MOREHEAD ST STE 640, CHARLOTTE, NC 28202-2777
Preparer
Carter Thompson
Phone
7043351450
Raw XML AppendixShowing 400 of 545 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0RETURN PREPARATION FEE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11000 SHS BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2230 SHS LIVE OAK BANCSHARES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3500 SHS BANK AMER CORP DEPOSITARY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4500 SHS MORGAN STANLEY DEP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt119858
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt415000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt714205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0676.67 SHS BLACKROCK MULTI-ASSET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11936.687 SHS PRUDENTIAL JENNISON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2HEALTH SCIENCES FD CL Z
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3740 SHS EXCHANGE LISTED FDS TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GAVEKAL KNOWLEDGE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ACTIVEBETA U S LARGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7410 SHS POWERSHARES EXCHANGE-TRADED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82825.553 SHS AB INCOME FD ADVISOR CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9806.885 SHS JPMORGAN HEDGED EQ FD CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102285.092 SHS STONE RIDGE HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11REINSURANCE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13600 SHS SELECT SPDR TR FINANCIAL
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1347755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt149678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1534379
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1635147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1715007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1845000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt199375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2029325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0120 SHS ARK ETF TR INNOVATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1948.619 SHS PRUDENTIAL JENNISON HEAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23667.482 SHS AB SELECT US LONG/SHORT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3634 SHS SOUTH ST CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41102.941 SHS AB INCOME FD ADVISOR CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc568 SHS AMGEN INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6500 SHS BANK AMER CORP DEPOSITARY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7350 SHS MICROSOFT CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81000 SHS CREDIT SUISSE AG NASSAU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9303 SHS REGIONS FINL CORP NEW COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10370 SHS GOLDMAN SACHS GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11555 SHS WELLS FARGO & CO NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12370 SHS LIVE OAK BANCSHARES INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13988.068 SHS PRUDENTIAL JENNISON HEAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14164 SHS UBS AG LONDON BRH STRUCTURE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15200 SHS APPLE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16300 SHS AUTOMATIC DATA PROCESSING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17600 SHS BANK AMER CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc184070.771 SHS BLACKROCK MULTI-ASSET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19400 SHS GOLDMAN SACHS GROUP INC DEP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20600 SHS GOLDMAN SACHS ETF TR ACTIVEB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192017-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202017-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0159622
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt013856
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1922
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt070982
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0390179
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0321119
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0390179
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014604
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014604
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014604
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016222
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01618
IRS990PF/DistributableAmountGrp/TotalTaxAmt01618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01618
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01618
IRS990PF/FMVAssetsEOYAmt0434795
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0992644
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01063625
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt031900
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0207853
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0207853
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt067338
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt026910
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt046326
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0216614
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0147540
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0172740
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-671525
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-673446
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05267
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07876
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07876
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0321119
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0390179
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0434795
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0321119
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0390179
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0321119
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0390179
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0329386
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt053172
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0276214
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04941
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016222
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0324445
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0329386
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HENRY A HARKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AVERILL C HARKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V. PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01043 EAST MOREHEAD STREET - STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11043 EAST MOREHEAD STREET - STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128204
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt098944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0100562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0490567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt036550
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt011100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt075141
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt067357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.304964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt01.331705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.036787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.011110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.075882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01618
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0324445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0368375
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0993563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0999069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0990232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0971432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0159750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.524822
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0158132
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0159750
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01618
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0159750
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
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAMELA FORD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01043 E MOREHEAD ST STE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0282042800
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07043774700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt037500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt61500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt825000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL CHARITABLE USES

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