Civic Intelligence

John M Belk Endowment

990PF • Fiscal year 2019 • EIN 56-1954114

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 30, 2020

Organization Profile

View Organization Page

4201 Congress StreetCharlotte, NC 28209

(704) 943-4160

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Net Margin

88th percentile

33%

Higher net margin than 88% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

8th percentile

$48,839

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2019 filings • $250M-$1B nonprofits • Source year 2019

Asset Growth

40th percentile

3.3%

Faster asset growth than 40% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

94th percentile

50%

Faster revenue growth than 94% of similar nonprofits.

2019 filings • $250M-$1B nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$345,408,406

Up $10,876,900 (+3.3%) from 2018

Net Assets

Up

$345,395,753

Up $10,883,019 (+3.3%) from 2018

Liabilities

Down

$12,653

Down $6,119 (-33%) from 2018

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin88th percentile

Revenue

Up

$32,362,353

Up $10,807,922 (+50%) from 2018

Expenses

Up

$21,582,069

Up $5,379,822 (+33%) from 2018

Net Income

Up

$10,780,284

Up $5,428,100 (+101%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$400M$300M$200M$100M$0Assets 2011: $7,289,869Liabilities 2011: $02011Assets 2012: $195,851,310Liabilities 2012: $1,0832012Assets 2013: $218,031,223Liabilities 2013: $1,4912013Assets 2014: $240,415,018Liabilities 2014: $5,0822014Assets 2015: $311,469,145Liabilities 2015: $6,276Net Assets 2015: $311,462,8692015Assets 2016: $316,252,616Liabilities 2016: $6,313Net Assets 2016: $316,246,3032016Assets 2017: $329,166,608Liabilities 2017: $6,058Net Assets 2017: $329,160,5502017Assets 2018: $334,531,506Liabilities 2018: $18,772Net Assets 2018: $334,512,7342018Assets 2019: $345,408,406Liabilities 2019: $12,653Net Assets 2019: $345,395,7532019Assets 2020: $344,527,989Liabilities 2020: $4,363Net Assets 2020: $344,523,6262020Assets 2021: $396,941,761Liabilities 2021: $4,132Net Assets 2021: $396,937,6292021Assets 2022: $383,291,233Liabilities 2022: $28,474Net Assets 2022: $383,262,7592022Assets 2023: $362,403,473Liabilities 2023: $14,458Net Assets 2023: $362,389,0152023Assets 2024: $378,973,142Liabilities 2024: $168,560Net Assets 2024: $378,804,5822024

Highlighted filing

2019

Assets$345,408,406
Liabilities$12,653
Net Assets$345,395,753
Open 2019 Filing

Operations Trend

Revenue Growth94th percentile

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

$300M$200M$100M$0-$100MRevenue 2011: $3,137,276Expenses 2011: $1,392,019Net Income 2011: $1,745,2572011Revenue 2012: $244,123,465Expenses 2012: $2,465,185Net Income 2012: $241,658,2802012Revenue 2013: $26,266,902Expenses 2013: $4,810,757Net Income 2013: $21,456,1452013Revenue 2014: $32,207,223Expenses 2014: $13,787,418Net Income 2014: $18,419,8052014Revenue 2015: $104,981,363Expenses 2015: $38,648,881Net Income 2015: $66,332,4822015Revenue 2016: $10,077,004Expenses 2016: $5,839,426Net Income 2016: $4,237,5782016Revenue 2017: $19,294,374Expenses 2017: $6,380,127Net Income 2017: $12,914,2472017Revenue 2018: $21,554,431Expenses 2018: $16,202,247Net Income 2018: $5,352,1842018Revenue 2019: $32,362,353Expenses 2019: $21,582,069Net Income 2019: $10,780,2842019Revenue 2020: $19,824,991Expenses 2020: $20,697,118Net Income 2020: -$872,1272020Revenue 2021: $76,034,654Expenses 2021: $23,620,651Net Income 2021: $52,414,0032021Revenue 2022: $11,349,973Expenses 2022: $25,024,843Net Income 2022: -$13,674,8702022Revenue 2023: $2,550,432Expenses 2023: $23,424,176Net Income 2023: -$20,873,7442023Revenue 2024: $39,544,209Expenses 2024: $23,144,997Net Income 2024: $16,399,2122024

Highlighted filing

2019

Revenue$32,362,353
Expenses$21,582,069
Net Income$10,780,284
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 30, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary Claudia Belk PilonBoard ChairFT$25,000$23,839$48,839
George S Dewey IVVice Chair-$0--
Virginia M EspositoBoard Mbr/Sec-$0--
Brian T MarleyBoard Mbr/Trea-$0--
Anthony ZeissBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
John M Belk Endowment
EIN
56-1954114
Phone
7049434160
Address
4201 Congress Street, Charlotte, NC 28209

Signing Officer

Name
Mary Claudia Belk Pilon
Title
Board Chair & Pres.
Signed
2020-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Blazek & Vetterling
Address
2900 Weslayan Suite 200, Houston, TX 77027-5132
Preparer
Kurt Coburn
Phone
7134395739
Raw XML AppendixShowing 400 of 798 raw XML fields

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

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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt010780284
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt023619
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0126354
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0345419372
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0334512734
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0345395753
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt018225986
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt018099632
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt018225986
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt018392505
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt0126354
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0292873
IRS990PF/DistributableAmountGrp/TotalTaxAmt0292873
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0268132
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0561005
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0292873
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0268132
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0292873
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0292873
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0561005
IRS990PF/FMVAssetsEOYAmt0368741496
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt018772
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt012653
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0615941
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01237128
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01237128
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt023696663
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt047118763
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt046553677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014979135
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt041466994
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0338520
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0746879
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt041466994
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt041466994
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt023940000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0465897
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0408359
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0408359
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt011999
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0250771410
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0246674761
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0288099931
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0334512734
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0345395753
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02523467
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt08502401
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt08502401
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0334531506
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0345408406
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0368741496
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt018772
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt012653
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0334531506
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0345408406
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0334512734
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0345395753
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0373451887
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040191715
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019840659
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05601778
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0313419513
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt018392505
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0367850109
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0373451887
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0148800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1137600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt283253
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt374029
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt013901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt113594
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt24878
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt321015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Charles W Kaylor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Virginia M McIlwain
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2Jennifer Bihn
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3Usoon Woo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Chief of Staff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Dir Strgc Initiat
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2Grants Mngr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3Exec Assist
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt04201 Congress Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt14201 Congress Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt24201 Congress Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt34201 Congress Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Charlotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Charlotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2Charlotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3Charlotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd028209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd128209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd228209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd328209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Education Strategy Group
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1BBH Investment and Wealth Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Jake Drew
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3South Summit Services
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt01387119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1541743
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2216000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3594720
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Education svcs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Data analytics
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3Foundation mgmt svcs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt04716 Drummond Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1140 Broadway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt25908 Fallsview Ln
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt34201 Congress Street Ste 470
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Chevy Chase
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1New York
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2Dallas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3Charlotte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd020815
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd110005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd275252
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd328209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt025000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt023839
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Mary Claudia Belk Pilon
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1George S Dewey IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Virginia M Esposito
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Brian T Marley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Anthony Zeiss
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Board Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Board Mbr/Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Board Mbr/Trea
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04201 Congress Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14201 Congress Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24201 Congress Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34201 Congress Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44201 Congress Street
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/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/ZIPCd028209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328209
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428209

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$345,408,406
Liabilities
$12,653
Net assets
$345,395,753
Revenue
$32,362,353
Expenses
$21,582,069
Net income
$10,780,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$379$0.17$379$39.5$23.1$16.4
2023Detailed filing. Detailed filing data is available for this year.$362$0.01$362$2.55$23.4$20.9
2022Detailed filing. Detailed filing data is available for this year.$383$0.03$383$11.3$25.0$13.7
2021Detailed filing. Detailed filing data is available for this year.$397$0.00$397$76.0$23.6$52.4
2020Detailed filing. Detailed filing data is available for this year.$345$0.00$345$19.8$20.7$0.87
2019Detailed filing. Detailed filing data is available for this year.$345$0.01$345$32.4$21.6$10.8
2018Detailed filing. Detailed filing data is available for this year.$335$0.02$335$21.6$16.2$5.35
2017Detailed filing. Detailed filing data is available for this year.$329$0.01$329$19.3$6.38$12.9
2016Detailed filing. Detailed filing data is available for this year.$316$0.01$316$10.1$5.84$4.24
2015Detailed filing. Detailed filing data is available for this year.$311$0.01$311$105$38.6$66.3
2014Summary only. Only limited summary data is available for this year.$240$0.01$32.2$13.8$18.4
2013Summary only. Only limited summary data is available for this year.$218$0.00$26.3$4.81$21.5
2012Summary only. Only limited summary data is available for this year.$196$0.00$244$2.47$242
2011Summary only. Only limited summary data is available for this year.$7.29$0.00$3.14$1.39$1.75