Civic Intelligence

Maynard Family Foundation

990PF • Fiscal year 2019 • EIN 56-1768062

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 19, 2020

Organization Profile
PO Box 29502Raleigh, NC 27626-0502

(919) 881-4617

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

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

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

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

Net Margin

2nd percentile

-228%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

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

Asset Growth

8th percentile

-8.5%

Faster asset growth than 8% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

3.6%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$22,708,638

Down $2,107,692 (-8.5%) from 2018

Net Assets

Down

$22,698,638

Down $2,117,692 (-8.5%) from 2018

Liabilities

Up

$10,000

Up $10,000 from 2018

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin2nd percentile

Revenue

Up

$927,095

Up $32,513 (+3.6%) from 2018

Expenses

Up

$3,044,787

Up $68,924 (+2.3%) from 2018

Net Income

Down

-$2,117,692

Down $36,411 (-1.7%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$30M$20M$10M$0Assets 2011: $129,449Liabilities 2011: $02011Assets 2012: $124,635Liabilities 2012: $02012Assets 2013: $1,683,354Liabilities 2013: $02013Assets 2014: $2,989,600Liabilities 2014: $02014Assets 2015: $1,253,627Liabilities 2015: $02015Assets 2016: $28,986,126Liabilities 2016: $0Net Assets 2016: $28,986,1262016Assets 2017: $26,897,611Liabilities 2017: $0Net Assets 2017: $26,897,6112017Assets 2018: $24,816,330Liabilities 2018: $0Net Assets 2018: $24,816,3302018Assets 2019: $22,708,638Liabilities 2019: $10,000Net Assets 2019: $22,698,6382019Assets 2020: $16,871,542Liabilities 2020: $1Net Assets 2020: $16,871,5422020Assets 2021: $15,223,176Liabilities 2021: $50,000Net Assets 2021: $15,173,1762021Assets 2022: $16,349,528Liabilities 2022: $10,000Net Assets 2022: $16,339,5282022Assets 2023: $17,453,311Liabilities 2023: $1Net Assets 2023: $17,453,3112023Assets 2024: $17,625,680Liabilities 2024: $0Net Assets 2024: $17,625,6802024

Highlighted filing

2019

Assets$22,708,638
Liabilities$10,000
Net Assets$22,698,638
Open 2019 Filing

Operations Trend

Revenue Growth50th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2011: $1,931Expenses 2011: $5,950Net Income 2011: -$4,0192011Revenue 2012: $2,205Expenses 2012: $7,019Net Income 2012: -$4,8142012Revenue 2013: $1,563,720Expenses 2013: $5,000Net Income 2013: $1,558,7202013Revenue 2014: $2,136,732Expenses 2014: $830,486Net Income 2014: $1,306,2462014Revenue 2015: $1,204,931Expenses 2015: $2,940,904Net Income 2015: -$1,735,9732015Revenue 2016: $32,107,961Expenses 2016: $4,375,462Net Income 2016: $27,732,4992016Revenue 2017: $372,137Expenses 2017: $2,460,652Net Income 2017: -$2,088,5152017Revenue 2018: $894,582Expenses 2018: $2,975,863Net Income 2018: -$2,081,2812018Revenue 2019: $927,095Expenses 2019: $3,044,787Net Income 2019: -$2,117,6922019Revenue 2020: $136,123Expenses 2020: $5,963,197Net Income 2020: -$5,827,0742020Revenue 2021: $3,000,082Expenses 2021: $4,681,042Net Income 2021: -$1,680,9602021Revenue 2022: $3,533,102Expenses 2022: $2,361,725Net Income 2022: $1,171,3772022Revenue 2023: $2,249,840Expenses 2023: $1,158,365Net Income 2023: $1,091,4752023Revenue 2024: $514,252Expenses 2024: $341,883Net Income 2024: $172,3692024

Highlighted filing

2019

Revenue$927,095
Expenses$3,044,787
Net Income-$2,117,692
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 19, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES H MAYNARDMember, Director-$0--
CONNIE M MAYNARDMember, Director-$0--
EASTER A MAYNARDDirector-$0--
RONALD M BARBEESecretary, Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Maynard Family Foundation
EIN
56-1768062
Phone
9198814617
Address
PO BOX 29502, RALEIGH, NC 27626-0502

Signing Officer

Name
Easter a Maynard
Title
Director
Phone
9198814617
Signed
2020-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Batchelor Tillery & Roberts Llp
Address
3605 GLENWOOD AVENUE SUITE 350, RALEIGH, NC 27612
Preparer
Michelle W Lemanski
Phone
9197878212
Raw XML AppendixShowing 400 of 1,020 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/Amt06568
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01642
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt086570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11966640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2790753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31270318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4443045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5124316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt660990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7370157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8124445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt966830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1038743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1131756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1218756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1326299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1490236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt158467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1614323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1740517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1842424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19171727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2042167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21155160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22506640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23510907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24506598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25462307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26230207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt272861689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2875081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0102234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11985634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2723527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31564353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4519345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5143496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt664951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7384561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8533962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9172476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1086906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1170862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1230830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1342940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14135802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1524459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1639308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17110064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1888226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19225280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2056320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21239520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22563200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23538000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24563200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25563200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26352200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt273397500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2875087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02,498.399 SHS DFA REAL ESTATE SECURITIES PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151,334.892 SHS DFA U.S. LARGE CAP VALUE PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221,008.323 SHS DFA U.S. SMALL CAP VALUE PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm316,668.654 SHS VANGUARD GROWTH INDEX INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49,282.309 SHS VANGUARD SMALL CAP GROWTH INDEX INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53,709.815 SHS DFA U.S. LARGE CAP VALUE PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61, 885.908 SHS DFA U.S. SMALL CAP VALUE PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711,166.128 SHS DFA U.S. SMALL CAP VALUE PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81,619 SHS ADOBE STYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9129 SHS ALPHABET INC, CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1065 SHS ALPHABET INC, CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1153 SHS ALPHABET INC, CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12415 SHS CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13578 SHS CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141,828 SHS CVS HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15112 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16180 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17504 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18404 SHS HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm194,000 SHS TRUIST (FKA BB&T CORP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201,000 SHS TRUIST (FKA BB&T CORP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm212,000 SHS LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2210,000 SHS TRUIST (FKA BB&T CORP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2310,000 SHS WELLS FARGO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2410,000 SHS TRUIST (FKA BB&T CORP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2510,000 SHS TRUIST (FKA BB&T CORP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2610,000 SHS BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2715,000 SHS BERKSHIRE HATHAWAY INC, SERIES B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2875072.477 SHS MONEY MKT OBLIGS TR FEDERATED INSTITUTIONAL
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0380975
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0421453
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt024604
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0827032
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0827032
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01642
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04926
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06568
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0421453
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02984836
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02984836
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100063
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0380975
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0380975
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2117692
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt013180661
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt024604
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt024604
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0421453
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0794233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt027873
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt027873
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02986478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032799
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03044787
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0827032
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0927095
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01642
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032799
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt059951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0161804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1439955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2100063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3334134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4119035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5103507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt630486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7115208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8999282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt99992817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt107965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1115280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt135878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1491829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15220599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1615752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2163187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt340188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt420622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt549459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt635636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-34002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-6208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt97183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-2397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1530133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt161641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1763975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141556
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2163187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt340188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt420622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt549459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt635636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-34002
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-6208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt97183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-2397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1530133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt161641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1763975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0172791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1481511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2263250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3374322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4139657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5152966
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt666122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt781206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8993074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt910000000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt107678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1114392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt136864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1489432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15250732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1617393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1763975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05,000 SHS HARLEY DAVIDSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110,000 SHS HELMERICH & PAYNE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2400 SHS CHIPOTLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35,000 SHS EXXON MOBIL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41,000 SHS IBM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5343 SHS BLACKROCK INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6813 SHS AMERISOURCEBERGEN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73,607 SHS MEDNAX INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8$1,000,000 US TREASURY NOTE DUE 12/31/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9$10,000,000 US TREASURY NOTE DUE 12/31/19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10229.876 SHS DFA REAL ESTATE SECURITIES PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11200.495 SHS VANGUARD GROWTH INDEX INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12117.612 SHS VANGUARD SMALL CAP GROWTH INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13169.650 SHS DFA REAL ESTATE SECURITIES PORTFOLIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc142,397.004 SHS DFA U.S. LARGE CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc152,894.619 SHS VANGUARD GROWTH INDEX INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16330.032 SHS VANGUARD SMALL CAP GROWTH INDEX INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-01-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0421453
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2117692
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022698638
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024816330
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt022698638
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01169591
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01169591
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01169591
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01185476
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015885
IRS990PF/DistributableAmountGrp/TotalTaxAmt015885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt016000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt016000
IRS990PF/FMVAssetsEOYAmt024968013
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt024816330
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt022698638
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012041203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011138068
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt013397443
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0156
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0111
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0111
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01782872
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011570459
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011570459
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024816330
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt022708638
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt024968013
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt010000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024816330
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt022708638
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt024816330
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt022698638
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt010992099
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt024070576
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02319861
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021750715
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0361059
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01185476
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt023709517
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt024070576
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES H MAYNARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CONNIE M MAYNARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EASTER A MAYNARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3RONALD M BARBEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MEMBER, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1MEMBER, DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 29502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 29502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 29502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 29502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0276260502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1276260502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2276260502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3276260502
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt014794810
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt014802752
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02947862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02342989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt04368399
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02940389
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0830486
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.624003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.111024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.082252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt01.008944
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt01.252620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.665173
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt07942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt023709517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt026551558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt028485402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04329675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02347391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01248526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02986478
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt03.120013
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02986478
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02986478

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
$22,708,638
Liabilities
$10,000
Net assets
$22,698,638
Revenue
$927,095
Expenses
$3,044,787
Net income
-$2,117,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$0.51$0.34$0.17
2023Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$2.25$1.16$1.09
2022Detailed filing. Detailed filing data is available for this year.$16.3$0.01$16.3$3.53$2.36$1.17
2021Detailed filing. Detailed filing data is available for this year.$15.2$0.05$15.2$3.00$4.68$1.68
2020Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$0.14$5.96$5.83
2019Detailed filing. Detailed filing data is available for this year.$22.7$0.01$22.7$0.93$3.04$2.12
2018Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$0.89$2.98$2.08
2017Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$0.37$2.46$2.09
2016Detailed filing. Detailed filing data is available for this year.$29.0$0.00$29.0$32.1$4.38$27.7
2015Summary only. Only limited summary data is available for this year.$1.25$0.00$1.20$2.94$1.74
2014Summary only. Only limited summary data is available for this year.$2.99$0.00$2.14$0.83$1.31
2013Summary only. Only limited summary data is available for this year.$1.68$0.00$1.56$0.01$1.56
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$0.00$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.00$0.01$0.00