Civic Intelligence

Patrick Beaver Scholarship Foundation Inc.

990PF • Fiscal year 2016 • EIN 56-2048446

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 06, 2017

2425 North Center Street 362Hickory, NC 28601

(828) 325-0655

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

2016 filings • NTEE T20Z • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.00x

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Net Margin

34th percentile

-41%

Higher net margin than 34% of similar nonprofits.

2016 filings • NTEE T20Z • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • NTEE T • $1M-$5M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.6%

Faster asset growth than 38% of similar nonprofits.

2016 filings • NTEE T20Z • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

42nd percentile

-13%

Faster revenue growth than 42% of similar nonprofits.

2016 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,296,092

Down $21,123 (-1.6%) from 2015

Net Assets

Down

$1,296,092

Down $21,123 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$52,095

Down $7,786 (-13%) from 2015

Expenses

Up

$73,218

Up $68 (+0.1%) from 2015

Net Income

Down

-$21,123

Down $7,854 (-59%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,403,201Liabilities 2011: $02011Assets 2012: $1,346,206Liabilities 2012: $02012Assets 2013: $1,318,139Liabilities 2013: $02013Assets 2014: $1,330,484Liabilities 2014: $02014Assets 2015: $1,317,215Liabilities 2015: $0Net Assets 2015: $1,317,2152015Assets 2016: $1,296,092Liabilities 2016: $0Net Assets 2016: $1,296,0922016Assets 2017: $1,287,553Liabilities 2017: $0Net Assets 2017: $1,287,5532017Assets 2018: $1,322,187Liabilities 2018: $0Net Assets 2018: $1,322,1872018Assets 2019: $1,354,497Liabilities 2019: $0Net Assets 2019: $1,354,4972019Assets 2020: $1,333,469Liabilities 2020: $0Net Assets 2020: $1,333,4692020Assets 2021: $1,350,316Liabilities 2021: $0Net Assets 2021: $1,350,3162021Assets 2022: $1,445,231Liabilities 2022: $0Net Assets 2022: $1,445,2312022Assets 2023: $1,395,375Liabilities 2023: $0Net Assets 2023: $1,395,3752023Assets 2024: $1,333,751Liabilities 2024: $0Net Assets 2024: $1,333,7512024Assets 2025: $1,332,628Liabilities 2025: $0Net Assets 2025: $1,332,6282025

Highlighted filing

2016

Assets$1,296,092
Liabilities$0
Net Assets$1,296,092

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $61,891Expenses 2011: $93,378Net Income 2011: -$31,4872011Revenue 2012: $58,961Expenses 2012: $115,956Net Income 2012: -$56,9952012Revenue 2013: $71,317Expenses 2013: $100,434Net Income 2013: -$29,1172013Revenue 2014: $89,879Expenses 2014: $77,534Net Income 2014: $12,3452014Revenue 2015: $59,881Expenses 2015: $73,150Net Income 2015: -$13,2692015Revenue 2016: $52,095Expenses 2016: $73,218Net Income 2016: -$21,1232016Revenue 2017: $62,778Expenses 2017: $71,317Net Income 2017: -$8,5392017Revenue 2018: $112,211Expenses 2018: $77,577Net Income 2018: $34,6342018Revenue 2019: $127,420Expenses 2019: $95,110Net Income 2019: $32,3102019Revenue 2020: $75,126Expenses 2020: $96,154Net Income 2020: -$21,0282020Revenue 2021: $146,183Expenses 2021: $92,726Net Income 2021: $53,4572021Revenue 2022: $199,092Expenses 2022: $104,177Net Income 2022: $94,9152022Revenue 2023: $86,776Expenses 2023: $136,632Net Income 2023: -$49,8562023Revenue 2024: $66,184Expenses 2024: $130,808Net Income 2024: -$64,6242024Revenue 2025: $117,763Expenses 2025: $118,886Net Income 2025: -$1,1232025

Highlighted filing

2016

Revenue$52,095
Expenses$73,218
Net Income-$21,123
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 6, 2017
Return Version
2015v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia A AndersonDirector / Treas-$0--
Donald C BeaverPres / Director-$0--
Deborah B LooperDirector-$0--
Donna B MaloneDirector-$0--
Angela B SimmonsDirector / Sec-$0--
Filing and Contact Details

Filer

Filer Name
Patrick Beaver Scholarship Foundation Inc
EIN
56-2048446
In Care Of
% Foundation Source
Phone
8283250655
Address
2425 North Center Street 362, Hickory, NC 28601

Signing Officer

Name
Patricia a Anderson
Title
treasurer
Phone
8283250655
Signed
2017-01-06
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML AppendixShowing 400 of 665 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0Angela B Simmons
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0ABS LEGACY PARTNERS, A FIRM OWNED BY AN OFFICER OF THE PATRICK BEAVER FAMILY FOUNDATION (THE "FOUNDATION"), WAS PAID $18,750 BY THE FOUNDATION TO PROVIDE MANAGEMENT SERVICES. THIS COMPENSATION IS REPORTED ON PART I, LINE 16C TO BE CONSISTENT WITH THE CHARACTER OF THE EXPENSE. THE FIRM BILLED THE FOUNDATION AT OR BELOW MARKET RATES.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMERICAN INTL GROUP INC - 5.45
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CENTURYLINK INC - 5.800% - 03/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2CITIGROUP INC PERP-B NT - 5.90
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3COMCAST CORP - 5.875% - 02/15/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4DIRECTV HOLDINGS FING - 1.750%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5EMC CORP - 2.650% - 06/01/2020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6ENBRIDGE ENERGY PTRS LP BOND -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7ENERGIZER - 4.700% - 05/19/202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8ENTERPRISE PRODUCTS - 7.034% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9FRESENIUS MED CARE - 6.875% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10GENERAL ELECTRIC CO - 5.000% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11HCA INC - 4.250% - 10/15/2019
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12KELLOGG CO SR NT - 1.750% - 05
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13KINDER MORGAN ENERGY - 5.950%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14MOTOROLA SOLUTIONS - 0.000% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15NETFLIX INC - 5.375% - 02/01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16PEPSICO INC - 2.250% - 01/07/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17PVH CORP - 0.045% - 12/15/2022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18SPRINT NEXTEL CORP BD - 6.000%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19WACHOVIA CAPITAL TR BONDS - 5.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt027392
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125702
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225687
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt329012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt424766
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt522391
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt629030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt725528
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt827119
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt929000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1020893
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1125886
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1225232
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1325662
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1423758
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1526338
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1624764
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1726170
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1827344
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1923931
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025625
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt125875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt225940
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt326704
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt424991
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt524824
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt621250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt726673
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt826597
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt926031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1020800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1126219
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1225122
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1326361
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1425007
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1527125
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1625607
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1725750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1825250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1925141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt336674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt552862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt613931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt722231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt816118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt936173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1037406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt118019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1212362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1324656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1512295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1632758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1712609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt188187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1923085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2010348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2111095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2218028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2316734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2430411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt257119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2619980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2729690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2812788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2910507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3044105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3116812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3240077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3319777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3413017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt361363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt558355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt616140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt724820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt835442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9112867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1039540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1225145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1333391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1523430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1633308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1735802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1817349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1926109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2028730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2117373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2279499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2323056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2453375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt257744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2623055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2743688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2813304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2911038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3046613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3118316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3250008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3333061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3413990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ANHEUSER BUSCH COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BANK OF AMERICA CORP - 7.250%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BERKSHIRE HATHAWAY INC. CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BGE CAPITAL TRUST II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CHINA MOBILE HGK LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COLGATE-PALMOLIVE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ISHARES CORE MSCI EMERGING MAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21NATIONAL GRID TRANSCO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NESTLE S.A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26UNILEVER N V N Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VANGUARD HEALTH CARE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WELLS FARGO PFD NON-CUM - 5.85
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt044760
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07171
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0164
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt052095
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt052095
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07303
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt041500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt041500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt044760
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044760
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-21123
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0253312
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0164
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0164
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07171
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt049103
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt08822
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0147
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08969
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt018750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02362
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021112
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0615
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01637
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt069072
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt073218
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt052227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt052095
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027572
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03124
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0246009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0253312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07303
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-21123
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01296092
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01317215
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01296092
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt078522
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt078522
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt078522
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt079504
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0982
IRS990PF/DistributableAmountGrp/TotalTaxAmt0982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01000
IRS990PF/FMVAssetsEOYAmt01663804
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0552054
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0515605
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0506892
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0712088
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0714822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01091247
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01317215
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01296092
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt053073
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt065665
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt065665
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01317215
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01296092
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01663804
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01317215
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01296092
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01317215
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01296092
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01614293
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt064260
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01550033
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024214
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt079504
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01590079
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01614293
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Patricia A Anderson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Donald C Beaver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Deborah B Looper
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Donna B Malone
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Angela B Simmons
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir / Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Pres / Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Dir / Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02425 North Center Street 362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12425 North Center Street 362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22425 North Center Street 362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32425 North Center Street 362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42425 North Center Street 362
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Hickory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Hickory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Hickory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Hickory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Hickory
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/ZIPCd028601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428601
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt087688
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt088179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt068488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt072041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt095979
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0113051
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt085069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055147
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.042092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.06142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.073759
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.053856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01590079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01627116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01615009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01562658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01532698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01579569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt069072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.275734
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt069072
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt069072
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt069072
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0501 Silverside Road Suite 123
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Wilmington
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0198091377
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Foundation Source
IRS990PF/StatementsRegardingActyGrp/PhoneNum08008391754
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0ONLINE VIA FOUNDATION SOURCE REQUESTS WEBSITE FOR PREAPPROVED SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ANGELA B SIMMONS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08283250655
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02425 N CENTER STREET STE 362
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HICKORY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd028601
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CANDIDATES PRIMARILY FROM CATAWBA COUNTY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41500

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.12$0.12$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.13$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.09$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.20$0.10$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.15$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.13$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.11$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.06$0.07$0.01
2014Summary only. Only limited summary data is available for this year.$1.33$0.00$0.09$0.08$0.01
2013Summary only. Only limited summary data is available for this year.$1.32$0.00$0.07$0.10$0.03
2012Summary only. Only limited summary data is available for this year.$1.35$0.00$0.06$0.12$0.06
2011Summary only. Only limited summary data is available for this year.$1.40$0.00$0.06$0.09$0.03