Civic Intelligence

The Jerry R Licari Foundation

990PF • Fiscal year 2016 • EIN 56-2145169

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

Organization Profile
355 W M Luther King Blvd No Ph17Charlotte, NC 28202

(704) 904-0223

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.01x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

91st percentile

0.07x

Higher debt load relative to revenue than 91% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Net Margin

73rd percentile

51%

Higher net margin than 73% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2016 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2016

Asset Growth

67th percentile

4.2%

Faster asset growth than 67% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

141%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$1,195,710

Up $47,843 (+4.2%) from 2015

Net Assets

Up

$1,187,410

Up $64,001 (+5.7%) from 2015

Liabilities

Down

$8,300

Down $16,158 (-66%) from 2015

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin73rd percentile

Revenue

Up

$125,078

Up $73,267 (+141%) from 2015

Expenses

Up

$61,077

Up $3,251 (+5.6%) from 2015

Net Income

Up

$64,001

Up $70,016 (+1164%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,042,060Liabilities 2011: $41,3002011Assets 2012: $1,079,320Liabilities 2012: $45,600Net Assets 2012: $1,033,7202012Assets 2013: $1,187,475Liabilities 2013: $32,500Net Assets 2013: $1,154,9752013Assets 2014: $1,156,424Liabilities 2014: $27,000Net Assets 2014: $1,129,4242014Assets 2015: $1,147,867Liabilities 2015: $24,458Net Assets 2015: $1,123,4092015Assets 2016: $1,195,710Liabilities 2016: $8,300Net Assets 2016: $1,187,4102016Assets 2017: $1,247,055Liabilities 2017: $25,000Net Assets 2017: $1,222,0552017Assets 2018: $1,306,594Liabilities 2018: $29,000Net Assets 2018: $1,277,5942018Assets 2019: $1,291,243Liabilities 2019: $39,375Net Assets 2019: $1,251,8682019Assets 2020: $1,215,937Liabilities 2020: $42,000Net Assets 2020: $1,173,9372020Assets 2021: $1,234,948Liabilities 2021: $42,000Net Assets 2021: $1,192,9482021Assets 2022: $1,167,792Liabilities 2022: $31,600Net Assets 2022: $1,136,1922022Assets 2023: $1,182,885Liabilities 2023: $54,000Net Assets 2023: $1,128,8852023Assets 2024: $1,217,243Liabilities 2024: $51,000Net Assets 2024: $1,166,2432024

Highlighted filing

2016

Assets$1,195,710
Liabilities$8,300
Net Assets$1,187,410
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$200K$100K$0-$100KRevenue 2011: $61,224Expenses 2011: $47,764Net Income 2011: $13,4602011Expenses 2012: $50,7052012Revenue 2013: $173,480Expenses 2013: $52,225Net Income 2013: $121,2552013Revenue 2014: $37,408Expenses 2014: $62,959Net Income 2014: -$25,5512014Revenue 2015: $51,811Expenses 2015: $57,826Net Income 2015: -$6,0152015Revenue 2016: $125,078Expenses 2016: $61,077Net Income 2016: $64,0012016Revenue 2017: $99,680Expenses 2017: $65,035Net Income 2017: $34,6452017Revenue 2018: $129,156Expenses 2018: $73,617Net Income 2018: $55,5392018Revenue 2019: $33,575Expenses 2019: $59,301Net Income 2019: -$25,7262019Revenue 2020: -$7,854Expenses 2020: $70,077Net Income 2020: -$77,9312020Revenue 2021: $89,700Expenses 2021: $70,689Net Income 2021: $19,0112021Revenue 2022: $19,455Expenses 2022: $76,211Net Income 2022: -$56,7562022Revenue 2023: $62,806Expenses 2023: $70,113Net Income 2023: -$7,3072023Revenue 2024: $108,789Expenses 2024: $71,431Net Income 2024: $37,3582024

Highlighted filing

2016

Revenue$125,078
Expenses$61,077
Net Income$64,001
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY R LICARIPresident-$0--
TERESA M LICARISecretary-$0--
GINA M LICARIDirector-$0--
MARK S LICARIVice President-$0--
BRIAN T LICARITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Jerry R Licari Foundation
EIN
56-2145169
Phone
7049040223
Address
355 W M LUTHER KING BLVD NO PH17, CHARLOTTE, NC 28202

Signing Officer

Name
Jerry R Licari
Title
President
Phone
7049040223
Signed
2017-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Raw XML AppendixShowing 400 of 578 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1035152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1131720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LORD ABBETT AFFILIATED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1OPPENHEIMER DEVELOPING MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHEVRON CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CONOCOPHILLIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LOCKHEED MARTIN CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LORD ABBETT AFFILIATED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6OPPENHEIMER DEVELOPING MKTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7RAYTHEON COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8DODGE & COX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LORD ABBETT AFFILIATED FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10W2007 GRACE A 8.75% XXXMANDATORY MERGER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11W2007 GRACE A 8% XXXMANDATORY MERGER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt070205
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt064001
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01187410
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01123409
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01187410
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt053239
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt053239
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt053239
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt054171
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0932
IRS990PF/DistributableAmountGrp/TotalTaxAmt0932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0932
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0950
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01110362
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01300
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0302064
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0178975
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0102690
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt024458
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt07000
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0720843
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0994745
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0985682
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01123409
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01187410
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0124960
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt016990
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt016990
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01147867
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01195710
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01110362
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt024458
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt08300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01147867
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01195710
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01123409
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01187410
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01099911
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0144154
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0955757
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016499
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt054171
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01083412
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01099911
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
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/PersonNm0JERRY R LICARI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TERESA M LICARI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GINA M LICARI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK S LICARI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BRIAN T LICARI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0355 W M LUTHER KING BLVD 1803
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt18204 BAR HARBOR LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28204 BAR HARBOR LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38204 BAR HARBOR LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt48204 BAR HARBOR LANE
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/ZIPCd028202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt049477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt050409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt049152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt052500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt045500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt045300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt040000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045668
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045119
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.044461
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01083412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01089397
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01097152
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01085031
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0924928
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0899656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt053000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.228342
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt052068
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt053000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0932
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt053000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,195,710
Liabilities
$8,300
Net assets
$1,187,410
Revenue
$125,078
Expenses
$61,077
Net income
$64,001
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.05$1.17$0.11$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.18$0.05$1.13$0.06$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.03$1.14$0.02$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.04$1.19$0.09$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.04$1.17$0.01$0.07$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.04$1.25$0.03$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.03$1.28$0.13$0.07$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.03$1.22$0.10$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.13$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.02$1.12$0.05$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.16$0.03$1.13$0.04$0.06$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.19$0.03$1.15$0.17$0.05$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.08$0.05$1.03$0.05
2011Summary only. Only limited summary data is available for this year.$1.04$0.04$0.06$0.05$0.01