Civic Intelligence

Patrick Beaver Scholarship Foundation Inc.

990PF • Fiscal year 2019 • EIN 56-2048446

Sep 01, 2018 to Aug 31, 2019 • Filed on Jan 03, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

51st percentile

2.6%

Faster asset growth than 51% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Revenue Growth

85th percentile

42%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Assets

Up

$1,354,497

Up $32,310 (+2.4%) from 2018

Net Assets

Up

$1,354,497

Up $32,310 (+2.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$127,420

Up $15,209 (+14%) from 2018

Expenses

Up

$95,110

Up $17,533 (+23%) from 2018

Net Income

Down

$32,310

Down $2,324 (-6.7%) from 2018

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

2019

Assets$1,354,497
Liabilities$0
Net Assets$1,354,497

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

2019

Revenue$127,420
Expenses$95,110
Net Income$32,310
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jan 3, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia A AndersonDir, Treas-$0--
Donald C BeaverPres, Director-$0--
Deborah B LooperDirector-$0--
Donna B MaloneDirector-$0--
Angela B SimmonsSec, Director-$0--
Toni W AlexanderDirector-$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 Anderson
Title
Treasurer
Phone
8008391754
Signed
2020-01-03
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 729 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, LLC, A FIRM OWNED BY AN OFFICER OF THE PATRICK BEAVER SCHOLARSHIP FOUNDATION, INC. (THE "FOUNDATION"), WAS PAID $21,250 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/BondNm0ALLERGAN INC - 3.375% - 09/15/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BLOCK FINANCIAL - 4.125% - 10/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2CENTURYLINK INC - 5.800% - 03/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3CENTURYLINK INC SR NT-V - 5.62
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CITIGROUP INC PERP-B NT - 5.90
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5DISH DBC CORP - 5.125% - 05/01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6EMC CORP - 2.650% - 06/01/2020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7ENERGIZER - 4.700% - 05/19/202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8HOST HOTELS &RESORTSLP NOTE -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9JPMORGAN CHASE & CO - 5.150% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10KRAFT HEINZ FOODS - 4.000% - 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11MOTOROLA SOLUTIONS - 0.000% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12NETFLIX INC - 5.375% - 02/01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13NORDSTROM INC SR NT - 4.000% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14ONEOK INC - 4.250% - 02/01/202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15ROYAL CARIBBEAN CRUISES LTD -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16SPECTRA ENERGY - 4.750% - 03/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17VODAFONE GROUP NOTE - 2.950% -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18YUM BRANDS - 3.875% - 11/01/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025704
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125979
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225702
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt310248
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425687
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt525751
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt622391
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt725528
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt825692
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt925200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1026402
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1123758
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1236598
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1325542
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1426096
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1526371
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1637114
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1724190
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1830945
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025252
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt125413
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt226344
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt310175
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt426250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt525282
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt624903
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt725438
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt826073
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt925625
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1025976
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1125732
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1236224
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1325707
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1425977
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1527188
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1636059
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1725590
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1830224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt236674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt450462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt622231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt836173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt924655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1012362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt129611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1351756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1427520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1514652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1670733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1714547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1911543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2010348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2111095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt224507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2316734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt249099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2519261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2625839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2728480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt287119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2911988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3025159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3140581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3212927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3319777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3413017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt025596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt295048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4104369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt527510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt629480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt738088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8152557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt922962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1029430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1214738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1349770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1423968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1518567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1667578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1716216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1821797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1916184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2068930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2111979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2228098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2333800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2413028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2541019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2622341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2748280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2810994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2918627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3029304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3150895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3222852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3348041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3413200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BANK OF AMERICA CORP - 7.250%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BERKSHIRE HATHAWAY INC. CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11COLGATE-PALMOLIVE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COSTCO WHOLESALE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EXPEDITORS INTL WASH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ISHARES CORE MSCI EMERGING MAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17KINDER MORGAN INC
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/StockNm24NOVO NORDISK A S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SIMON PPTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UNILEVER N V N Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VANGUARD HEALTH CARE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WALT DISNEY HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WELLS FARGO PFD NON-CUM - 5.85
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt044357
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt081445
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01618
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0127420
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0127420
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt081445
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt056705
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt056705
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt044357
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt044357
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt032310
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0366463
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01618
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01618
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt081445
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0122563
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09610
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0110
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09720
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt021250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt025825
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0172
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02710
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt087715
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt095110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0127420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0127420
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt031010
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04857
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0285018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt081445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt081445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0366463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly-traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt081445
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt032310
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01354497
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01322187
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01354497
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt090930
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt090930
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt090930
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt092156
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01226
IRS990PF/DistributableAmountGrp/TotalTaxAmt01226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0374
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0374
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01226
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01600
IRS990PF/FMVAssetsEOYAmt01915726
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0474648
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0494898
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0499432
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0757679
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0712427
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01269122
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01322187
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01354497
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt089860
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0147172
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0147172
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01322187
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01354497
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01915726
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01322187
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01354497
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01322187
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01354497
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01871185
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0143075
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01728110
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt028068
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt092156
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01843117
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01871185
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/AverageHrsPerWkDevotedToPosRt51.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
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/PersonNm5Toni W Alexander
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Dir, Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Pres, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Sec, Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Dir
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/AddressLine1Txt52425 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/CityNm5Hickory
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd528601
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt077092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt078318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt070976
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt067061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt069072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt068488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt072041
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.039928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.043439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.042092
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01226
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01843117
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01816686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01679557
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01590079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01627116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01615009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt087715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.209135
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt086489
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt087715
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01226
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt087715
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0true
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

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