Liabilities / Assets
12th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
12th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
12th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
60th percentile
Higher net margin than 60% of similar nonprofits.
Top Officer Pay
16th percentile
Higher top officer pay than 16% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
23rd percentile
Faster asset growth than 23% of similar nonprofits.
Revenue Growth
87th percentile
Faster revenue growth than 87% of similar nonprofits.
Assets
Up$61,574,126
Up $1,186,290 (+2.0%) from 2020
Net Assets
Up$61,574,126
Up $1,186,290 (+2.0%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue
Up$6,096,445
Up $3,220,096 (+112%) from 2020
Expenses
Up$4,909,934
Up $925,405 (+23%) from 2020
Net Income
Up$1,186,511
Up $2,294,691 (+207%) from 2020
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| R STUART DICKSON | Director, Chairman & President | - | $0 | - | - |
| RUSH S DICKSON III | Director,Vice President | - | $0 | - | - |
| THOMAS W DICKSON | Director,Vice President | - | $0 | - | - |
| SUSAN W PATTERSON | Officer,Sec & Treasurer | PT | $0 | - | - |
| JANE W MARLEY | Director | - | $0 | - | - |
| ALISON M SCOTT | Director | - | $0 | - | - |
| CHRISTIAN O AVERY | Director | - | $0 | - | - |
| CHASE A WOOD | Director | - | $0 | - | - |
| HARRISON H WILLIAMSON JR | Director | - | $0 | - | - |
| JOHN A DICKSON | Director | - | $0 | - | - |
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | DAVIDSON COLLEGE | GENERAL SUPPORT | PC | DAVIDSON, NC, US | $360,000 |
| Paid Grant | YMCA OF GREATER CHARLOTTE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $300,000 |
| Paid Grant | BELMONT ABBEY COLLEGE | GENERAL SUPPORT | PC | BELMONT, NC, US | $200,000 |
| Paid Grant | NC STATE UNIVERSITY | GENERAL SUPPORT | PC | RALEIGH, NC, US | $200,000 |
| Paid Grant | PRESBYTERIAN MEDICAL CENTER FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $200,000 |
| Paid Grant | CHARLOTTE COUNTRY DAY SCHOOL | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $150,000 |
| Paid Grant | LYNNWOOD FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $150,000 |
| Paid Grant | MYERS PARK BAPTIST CHURCH | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $150,000 |
| Paid Grant | TRINITY EPISCOPAL SCHOOL | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $150,000 |
| Paid Grant | CENTRAL PIEDMONT COMMUNITY COLLEGE FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $100,000 |
| Paid Grant | CHARLOTTE MECKLENBURG LIBRARY | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $100,000 |
| Paid Grant | DILWORTH CENTER | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $100,000 |
| Paid Grant | HOLLINS UNIVERSITY | GENERAL SUPPORT | PC | ROANOKE, VA, US | $100,000 |
| Paid Grant | HOSPICE AT CHARLOTTE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $100,000 |
| Paid Grant | NC OUTWARD BOUND SCHOOL | GENERAL SUPPORT | PC | ASHEVILLE, NC, US | $100,000 |
| Paid Grant | PFEIFFER UNIVERSITY | GENERAL SUPPORT | PC | MISENHEIMER, NC, US | $100,000 |
| Paid Grant | ST CATHERINE'S SCHOOL | GENERAL SUPPORT | PC | RICHMOND, VA, US | $100,000 |
| Paid Grant | SOUTHMINSTER | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $100,000 |
| Paid Grant | APPALACHIAN STATE UNIVERSITY | GENERAL SUPPORT | PC | BOONE, NC, US | $75,000 |
| Paid Grant | YMCA GASTON COUNTY | GENERAL SUPPORT | PC | GASTONIA, NC, US | $75,000 |
| Paid Grant | WING HAVEN FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $60,000 |
| Paid Grant | CAF AMERICA | GENERAL SUPPORT | PC | ALEXANDRIA, VA, US | $54,000 |
| Paid Grant | BAPTIST CHILDREN'S HOMES OF NC | GENERAL SUPPORT | PC | THOMASVILLE, NC, US | $50,000 |
| Paid Grant | CHARLOTTE LATIN | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $50,000 |
| Paid Grant | DOROTHEA DIX PARK CONSERVANCY | GENERAL SUPPORT | PC | RALEIGH, NC, US | $50,000 |
| Paid Grant | GRANDFATHER MOUNTAIN STEWARDSHIP FOUNDATION | GENERAL SUPPORT | PC | LINVILLE, NC, US | $50,000 |
| Paid Grant | MEREDITH COLLEGE | GENERAL SUPPORT | PC | RALEIGH, NC, US | $50,000 |
| Paid Grant | ATRIUM HEALTH FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $40,000 |
| Paid Grant | BOY SCOUTS OF AMERICA-MECKLENBURG CO COUNCIL | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $40,000 |
| Paid Grant | ELON UNIVERSITY | GENERAL SUPPORT | PC | ELON, NC, US | $40,000 |
| Paid Grant | ROCKY MOUNT ACADEMY | GENERAL SUPPORT | PC | ROCKY MOUNT, NC, US | $40,000 |
| Paid Grant | UNITED WAY OF THE CENTRAL CAROLINAS | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $40,000 |
| Paid Grant | HIGHER ED WORKS | GENERAL SUPPORT | PC | RALEIGH, NC, US | $33,333 |
| Paid Grant | CHARLOTTE NEUROSCIENCE FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $25,000 |
| Paid Grant | DUCKS UNLIMITED | GENERAL SUPPORT | PC | MEMPHIS, TN, US | $25,000 |
| Paid Grant | FFTC - CAROLINA THREAD TRAIL | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $25,000 |
| Paid Grant | HEART MATH TUTORING | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $25,000 |
| Paid Grant | HOPEWAY FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $25,000 |
| Paid Grant | HOSPITALITY HOUSE OF CHARLOTTE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $25,000 |
| Paid Grant | ST ANDREWS UNIVERSITY | GENERAL SUPPORT | PC | LAURINBURG, NC, US | $25,000 |
| Paid Grant | SAMARITAN'S PURSE | GENERAL SUPPORT | PC | BOONE, NC, US | $25,000 |
| Paid Grant | TREESCHARLOTTE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $25,000 |
| Paid Grant | YMCA OF CATAWBA VALLEY | GENERAL SUPPORT | PC | HICKORY, NC, US | $25,000 |
| Paid Grant | MAKE-A-WISH CENTRAL & WESTERN NC | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $24,000 |
| Paid Grant | RENAISSANCE WEST COMMUNITY INITIATIVE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $20,000 |
| Paid Grant | NC STATE UNIVERSITY | GENERAL SUPPORT | PC | RALEIGH, NC, US | $20,000 |
| Paid Grant | BEST NC | GENERAL SUPPORT | PC | CARY, NC, US | $10,000 |
| Paid Grant | HISTORIC ROSEDALE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $10,000 |
| Paid Grant | METHODIST UNIVERSITY | GENERAL SUPPORT | PC | FAYETTEVILLE, NC, US | $10,000 |
| Paid Grant | SOUTHEASTERN COUNCIL OF FOUNDATIONS | GENERAL SUPPORT | PC | ATLANTA, GA, US | $7,710 |
| Paid Grant | INDEPENDENT COLLEGE FUND OF NC | GENERAL SUPPORT | PC | RALEIGH, NC, US | $5,000 |
| Paid Grant | CHILDREN'S THEATRE OF CHARLOTTE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $5,000 |
| Paid Grant | LINVILLE FOUNDATION | GENERAL SUPPORT | PC | LINVILLE, NC, US | $5,000 |
| Paid Grant | SOUTHMINSTER COMMUNITY FUND | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $5,000 |
| Paid Grant | DUKE UNIVERSITY-DIVINITY | GENERAL SUPPORT | PC | DURHAM, NC, US | $4,500 |
| Paid Grant | EPILEPSY ALLIANCE NC | GENERAL SUPPORT | PC | WINSTONSALEM, NC, US | $3,500 |
| Paid Grant | THE MCCALLIE SCHOOL | GENERAL SUPPORT | PC | CHATTANOOGA, TN, US | $3,000 |
| Paid Grant | HISTORIC PRESERVATION FOUNDATION OF NC | GENERAL SUPPORT | PC | RALEIGH, NC, US | $3,000 |
| Paid Grant | HOSPITALITY HOUSE OF CHARLOTTE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $3,000 |
| Paid Grant | JUNIOR ACHIEVEMENT OF CHARLOTTE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $3,000 |
| Paid Grant | UNC PUBLIC TV-READING RAINBOW BOOK CLUB | GENERAL SUPPORT | PC | RESEARCH TRIANGLE, NC, US | $3,000 |
| Paid Grant | COMMUNITY LINK | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $2,500 |
| Paid Grant | THE GENERALS REDOUBT | GENERAL SUPPORT | PC | LEXINGTON, VA, US | $2,500 |
| Paid Grant | NC STATE UNIV STUDENT AID ASSOC | GENERAL SUPPORT | PC | RALEIGH, NC, US | $2,500 |
| Paid Grant | UNC-CH EDUCATIONAL FOUNDATION | GENERAL SUPPORT | PC | CHAPEL HILL, NC, US | $2,500 |
| Paid Grant | VA FOUND FOR INDEPENDENT COLLEGES | GENERAL SUPPORT | PC | RICHMOND, VA, US | $2,500 |
| Paid Grant | AMERICAN RED CROSS | GENERAL SUPPORT | PC | WASHINGTON, DC, US | $2,500 |
| Paid Grant | ATRIUM HEALTH FDN-LEVINE CHILDREN'S HOSPITAL | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $2,500 |
| Paid Grant | SHRINERS HOSPITAL FOR CHILDREN | GENERAL SUPPORT | PC | GREENVILLE, SC, US | $2,500 |
| Paid Grant | ST JUDE CHILDREN'S RESEARCH HOSPITAL | GENERAL SUPPORT | PC | MEMPHIS, TN, US | $2,500 |
| Paid Grant | CENTRAL PIEDMONT COMMUNITY COLLEGE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $2,000 |
| Paid Grant | CHARLOTTE COUNTRY DAY SCHOOL | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $2,000 |
| Paid Grant | COUNCIL FOR ECONOMIC EDUCATION | GENERAL SUPPORT | PC | NEW YORK, NY, US | $2,000 |
| Paid Grant | CROSSNORE SCHOOL & CHILDREN'S HOME | GENERAL SUPPORT | PC | NEWLAND, NC, US | $2,000 |
| Paid Grant | DAVIDSON COLLEGE | GENERAL SUPPORT | PC | DAVIDSON, NC, US | $2,000 |
| Paid Grant | DUKE UNIVERSITY-THE FUQUA SCHOOL | GENERAL SUPPORT | PC | DURHAM, NC, US | $2,000 |
| Paid Grant | THE FLETCHER SCHOOL | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $2,000 |
| Paid Grant | NC COUNCIL ON ECONOMIC EDUCATION | GENERAL SUPPORT | PC | RALEIGH, NC, US | $2,000 |
| Paid Grant | NC OUTWARD BOUND SCHOOL | GENERAL SUPPORT | PC | ASHEVILLE, NC, US | $2,000 |
| Paid Grant | SC INDEPENDENT COLLEGES & UNIVERSITIES | GENERAL SUPPORT | SO I | COLUMBIA, SC, US | $2,000 |
| Paid Grant | SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY | GENERAL SUPPORT | PC | WAKE FOREST, NC, US | $2,000 |
| Paid Grant | UNITED NEGRO COLLEGE FUND JCSU | GENERAL SUPPORT | PC | WASHINGTON, DC, US | $2,000 |
| Paid Grant | AMERICAN CANCER SOCIETY | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $2,000 |
| Paid Grant | CHARLOTTE BALLET | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $2,000 |
| Paid Grant | CHRISTIAN RECORD SERVICES FOR THE BLIND | GENERAL SUPPORT | PC | LINCOLN, NE, US | $2,000 |
| Paid Grant | CRISIS ASSISTANCE MINISTRY | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $2,000 |
| Paid Grant | MEMORIAL SLOAN-KETTERING CANCER CENTER | GENERAL SUPPORT | PC | NEW YORK, NY, US | $2,000 |
| Paid Grant | MINT MUSEUM | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $2,000 |
| Paid Grant | YMCA-CATAWBA COUNTY | GENERAL SUPPORT | PC | HICKORY, NC, US | $2,000 |
| Paid Grant | UNC-CH KENAN-FLAGLER BUSINESS SCHOOL FDN | GENERAL SUPPORT | PC | CHAPEL HILL, NC, US | $1,500 |
| Paid Grant | UNC CHARLOTTE ATHLETIC FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,500 |
| Paid Grant | ALEXANDER YOUTH NETWORK | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,500 |
| Paid Grant | AMERICAN ENTERPRISE INSTITUTE | GENERAL SUPPORT | PC | WASHINGTON, DC, US | $1,500 |
| Paid Grant | CHARLOTTE RESCUE MISSION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,500 |
| Paid Grant | THE SHEPHERD'S CENTER OF CHARLOTTE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,500 |
| Paid Grant | SOUTHEASTERN LEGAL FOUNDATION | GENERAL SUPPORT | PC | ROSWELL, GA, US | $1,500 |
| Paid Grant | ALLIANCE FOR CHRISTIAN MEDIA | GENERAL SUPPORT | PC | ATLANTA, GA, US | $1,200 |
| Paid Grant | CHARLOTTE SYMPHONY ORCHESTRA | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,200 |
| Paid Grant | CHILDREN'S HOME SOCIETY OF NC-GREENSBORO | GENERAL SUPPORT | PC | GREENSBORO, NC, US | $1,200 |
| Paid Grant | ALL SAINTS MISSION | GENERAL SUPPORT | PC | LINVILLE, NC, US | $1,000 |
| Paid Grant | FIRST PRESBYTERIAN CHURCH | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | MYERS PARK BAPTIST CHURCH | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | ST PHILIP'S EPISCOPAL CHURCH | GENERAL SUPPORT | PC | CHARLESTON, SC, US | $1,000 |
| Paid Grant | A&T UNIVERSITY FOUNDATION | GENERAL SUPPORT | PC | GREENSBORO, NC, US | $1,000 |
| Paid Grant | BELMONT ABBEY COLLEGE-BRADLEY INSTITUTE | GENERAL SUPPORT | PC | BELMONT, NC, US | $1,000 |
| Paid Grant | CAMPBELL UNIVERSITY | GENERAL SUPPORT | PC | BUIES CREEK, NC, US | $1,000 |
| Paid Grant | CATAWBA COLLEGE | GENERAL SUPPORT | PC | SALISBURY, NC, US | $1,000 |
| Paid Grant | CPCC FOUNDATION INC | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | CHARLESTON DAY SCHOOL | GENERAL SUPPORT | PC | CHARLESTON, SC, US | $1,000 |
| Paid Grant | CHARLOTTE LATIN | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | THE CITADEL FOUNDATION | GENERAL SUPPORT | PC | CHARLESTON, SC, US | $1,000 |
| Paid Grant | COLORADO SPRINGS SCHOOL | GENERAL SUPPORT | PC | COLORADO SPRINGS, CO, US | $1,000 |
| Paid Grant | CULVER MILITARY ACADEMY | GENERAL SUPPORT | PC | CULVER, IN, US | $1,000 |
| Paid Grant | DARDEN SCHOOL SPONSORS | GENERAL SUPPORT | PC | CHARLOTTESVILLE, VA, US | $1,000 |
| Paid Grant | DUKE UNIVERSITY-THE DIVINITY SCHOOL | GENERAL SUPPORT | PC | DURHAM, NC, US | $1,000 |
| Paid Grant | ELON UNIVERSITY | GENERAL SUPPORT | PC | ELON, NC, US | $1,000 |
| Paid Grant | EPISCOPAL HIGH SCHOOL | GENERAL SUPPORT | PC | ALEXANDRIA, VA, US | $1,000 |
| Paid Grant | FURMAN UNIVERSITY | GENERAL SUPPORT | PC | GREENVILLE, SC, US | $1,000 |
| Paid Grant | GARDNER-WEBB UNIVERSITY | GENERAL SUPPORT | PC | BOILING SPRINGS, NC, US | $1,000 |
| Paid Grant | HARVARD BUSINESS SCHOOL FUND | GENERAL SUPPORT | PC | BOSTON, MA, US | $1,000 |
| Paid Grant | HOLLINS UNIVERSITY | GENERAL SUPPORT | PC | ROANOKE, VA, US | $1,000 |
| Paid Grant | JOHNSON C SMITH UNIVERSITY | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | LEES MCRAE COLLEGE | GENERAL SUPPORT | PC | BANNER ELK, NC, US | $1,000 |
| Paid Grant | LENOIR RHYNE UNIVERSITY | GENERAL SUPPORT | PC | HICKORY, NC, US | $1,000 |
| Paid Grant | MARS HILL UNIVERSITY | GENERAL SUPPORT | PC | MARS HILL, NC, US | $1,000 |
| Paid Grant | MEREDITH COLLEGE | GENERAL SUPPORT | PC | RALEIGH, NC, US | $1,000 |
| Paid Grant | NC CENTRAL UNIVERSITY FOUNDATION | GENERAL SUPPORT | PC | DURHAM, NC, US | $1,000 |
| Paid Grant | PFEIFFER UNIVERSITY | GENERAL SUPPORT | PC | MISENHEIMER, NC, US | $1,000 |
| Paid Grant | PROVIDENCE DAY SCHOOL | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | QUEENS UNIVERSITY | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | ST ANDREWS UNIVERSITY | GENERAL SUPPORT | PC | LAURINBURG, NC, US | $1,000 |
| Paid Grant | SALEM ACADEMY & COLLEGE | GENERAL SUPPORT | PC | WINSTONSALEM, NC, US | $1,000 |
| Paid Grant | STEPHENS COLLEGE | GENERAL SUPPORT | PC | COLUMBIA, MO, US | $1,000 |
| Paid Grant | UNC-CH DENTAL SCHOOL | GENERAL SUPPORT | PC | CHAPEL HILL, NC, US | $1,000 |
| Paid Grant | UNC-CH KENAN-FLAGLER BUSINESS SCHOOL | GENERAL SUPPORT | PC | CHAPEL HILL, NC, US | $1,000 |
| Paid Grant | UNC-CH LINEBERGER CANCER RESEARCH CTR | GENERAL SUPPORT | PC | CHAPEL HILL, NC, US | $1,000 |
| Paid Grant | UNC-CH MEDICAL FOUNDATION OF NC | GENERAL SUPPORT | PC | CHAPEL HILL, NC, US | $1,000 |
| Paid Grant | UNC CHARLOTTE BELK COLLEGE OF BUSINESS ADMIN | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | UNC CHARLOTTE FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | UNC GREENSBORO | GENERAL SUPPORT | PC | GREENSBORO, NC, US | $1,000 |
| Paid Grant | UNC SCHOOL OF THE ARTS | GENERAL SUPPORT | PC | WINSTONSALEM, NC, US | $1,000 |
| Paid Grant | USBIC EDUCATIONAL FOUNDATION | GENERAL SUPPORT | PC | WASHINGTON, DC, US | $1,000 |
| Paid Grant | VANDERBILT UNIV OWEN GRADUATE SCHOOL | GENERAL SUPPORT | PC | NASHVILLE, TN, US | $1,000 |
| Paid Grant | WAKE FOREST UNIVERSITYDIVINITY SCHOOL | GENERAL SUPPORT | PC | WINSTONSALEM, NC, US | $1,000 |
| Paid Grant | THE WEBB SCHOOL | GENERAL SUPPORT | PC | BELL BUCKLE, TN, US | $1,000 |
| Paid Grant | WINGATE UNIVERSITY | GENERAL SUPPORT | PC | WINGATE, NC, US | $1,000 |
| Paid Grant | WINTHROP UNIVERSITY | GENERAL SUPPORT | PC | ROCK HILL, SC, US | $1,000 |
| Paid Grant | WOFFORD COLLEGE | GENERAL SUPPORT | PC | SPARTANBURG, SC, US | $1,000 |
| Paid Grant | AMERICAN SKIN ASSOC | GENERAL SUPPORT | PC | NEW YORK, NY, US | $1,000 |
| Paid Grant | ATRIUM HEALTH FDN-THE AMETHYST | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | ATRIUM HEALTH FDN-MERCY HOSPITAL FUND | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | AVERY COMMUNITY FOUNDATION | GENERAL SUPPORT | PC | RALEIGH, NC, US | $1,000 |
| Paid Grant | BAPTIST CHILDREN'S HOMES OF NC | GENERAL SUPPORT | PC | THOMASVILLE, NC, US | $1,000 |
| Paid Grant | BOYS AND GIRLS CLUBS OF GREATER CHARLOTTE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | CANNON SLOOP HEALTHCARE FOUNDATION | GENERAL SUPPORT | PC | BOONE, NC, US | $1,000 |
| Paid Grant | CHILD CARE RESOURCES | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | CHILDREN'S MIRACLE NETWORK TELETHON | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | CLASSICAL AMERICAN HOMES PRESERVATION TRUST | GENERAL SUPPORT | POF | HILLSBOROUGH, NC, US | $1,000 |
| Paid Grant | THE CONSERVATION FUND | GENERAL SUPPORT | PC | ARLINGTON, VA, US | $1,000 |
| Paid Grant | DILWORTH CENTER | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | DISCOVERY PLACE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | DUKE COMPREHENSIVE CANCER CENTER | GENERAL SUPPORT | PC | DURHAM, NC, US | $1,000 |
| Paid Grant | FRIENDS OF THE BLUE RIDGE PARKWAY | GENERAL SUPPORT | PC | ROANOKE, VA, US | $1,000 |
| Paid Grant | HIGH COUNTRY UNITED WAY-BOONE | GENERAL SUPPORT | PC | BOONE, NC, US | $1,000 |
| Paid Grant | HISTORIC RICEFIELDS ASSOCIATION | GENERAL SUPPORT | PC | GEORGETOWN, SC, US | $1,000 |
| Paid Grant | HISTORIC ROSEDALE | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | HORNETS' NEST GIRL SCOUT COUNCIL | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | HOSPICE & PALLIATIVE CARE CHARLOTTE REGION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | INFAITH | GENERAL SUPPORT | PC | EXTON, PA, US | $1,000 |
| Paid Grant | JUVENILE DIABETES FOUNDATION INT'L | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | KINDERMOURN | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | LEARNING ALLY | GENERAL SUPPORT | PC | PRINCETON, NJ, US | $1,000 |
| Paid Grant | LEVINE MUSEUM OF THE NEW SOUTH | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | MAKE-A-WISH FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | NATIONAL KIDNEY FDN OF NCMECK CHAPTER | GENERAL SUPPORT | PC | NEW YORK, NY, US | $1,000 |
| Paid Grant | NATIONAL 4-H COUNCIL | GENERAL SUPPORT | PC | CHEVY CHASE, MD, US | $1,000 |
| Paid Grant | NAT'L RIGHT TO WORK LEGAL DEFENSE FDN | GENERAL SUPPORT | PC | SPRINGFIELD, VA, US | $1,000 |
| Paid Grant | NAT'L TRUST FOR HISTORIC PRESERVATION | GENERAL SUPPORT | PC | WASHINGTON, DC, US | $1,000 |
| Paid Grant | THE NATURE CONSERVANCY-NC CHAPTER | GENERAL SUPPORT | PC | ARLINGTON, VA, US | $1,000 |
| Paid Grant | NC MUSEUM OF ART | GENERAL SUPPORT | PC | RALEIGH, NC, US | $1,000 |
| Paid Grant | NC SYMPHONY | GENERAL SUPPORT | PC | RALEIGH, NC, US | $1,000 |
| Paid Grant | NC WILDLIFE HABITAT FOUNDATION | GENERAL SUPPORT | PC | GREENSBORO, NC, US | $1,000 |
| Paid Grant | NOVANT HEALTH FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | NRA FOUNDATION ENDOWMENT | GENERAL SUPPORT | PC | FAIRFAX, VA, US | $1,000 |
| Paid Grant | OPERA CAROLINA | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | REYNOLDA HOUSE MUSEUM OF AMERICAN ART | GENERAL SUPPORT | PC | WINSTONSALEM, NC, US | $1,000 |
| Paid Grant | TROUT UNLIMITED-ROCKY RIVER CHAPTER | GENERAL SUPPORT | PC | MATTHEWS, NC, US | $1,000 |
| Paid Grant | WING HAVEN FOUNDATION | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $1,000 |
| Paid Grant | ANNE SPRINGS CLOSE GREENWAY | GENERAL SUPPORT | PC | FORT MILL, SC, US | $1,000 |
| Paid Grant | THE MSA COALITION | GENERAL SUPPORT | PC | MCLEAN, VA, US | $1,000 |
| Paid Grant | NC COUNCIL OF TEACHERS OF MATH | GENERAL SUPPORT | PC | RALEIGH, NC, US | $500 |
| Paid Grant | SC COUNCIL ON ECONOMIC EDUCATION | GENERAL SUPPORT | PC | COLUMBIA, SC, US | $500 |
| Paid Grant | AMERICAN HEART ASSOC OF CHARMECK | GENERAL SUPPORT | PC | ATLANTA, GA, US | $500 |
| Paid Grant | ARTSPLUS | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $500 |
| Paid Grant | BOYS & GIRLS HOMES OF NC | GENERAL SUPPORT | PC | LAKE WACCAMAW, NC, US | $500 |
| Paid Grant | COLONIAL WILLIAMSBURG FDN | GENERAL SUPPORT | PC | WILLIAMSBURG, VA, US | $500 |
| Paid Grant | COMMITTEE FOR ECONOMIC DEVELOPMENT | GENERAL SUPPORT | PC | NEW YORK, NY, US | $500 |
| Paid Grant | ELON HOMES FOR CHILDREN | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $500 |
| Paid Grant | FRIENDS OF OLD SALEM | GENERAL SUPPORT | PC | WINSTONSALEM, NC, US | $500 |
| Paid Grant | GOODFELLOWS CLUB | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $500 |
| Paid Grant | MCGILL ROSE GARDEN | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $500 |
| Paid Grant | MOORE REGIONAL HOSPITAL FOUNDATION | GENERAL SUPPORT | PC | PINEHURST, NC, US | $500 |
| Paid Grant | MUSCULAR DYSTROPHY ASSOC OF AMERICA | GENERAL SUPPORT | PC | CHICAGO, IL, US | $500 |
| Paid Grant | NAT'L MULTIPLE SCLEROSIS SOCIETY MID-ATLANTIC CHAPTER | GENERAL SUPPORT | PC | NEW YORK, NY, US | $500 |
| Paid Grant | NC CENTER FOR PUBLIC POLICY RESEARCH | GENERAL SUPPORT | PC | RALEIGH, NC, US | $500 |
| Paid Grant | NC MUSEUM OF HISTORY ASSOCIATES | GENERAL SUPPORT | SO III FI | RALEIGH, NC, US | $500 |
| Paid Grant | PREVENT BLINDNESS NORTH CAROLINA | GENERAL SUPPORT | PC | RALEIGH, NC, US | $500 |
| Paid Grant | TAX FOUNDATION INC | GENERAL SUPPORT | PC | WASHINGTON, DC, US | $500 |
| Paid Grant | UNION COUNTY CRISIS ASSISTANCE MINISTRY | GENERAL SUPPORT | PC | MONROE, NC, US | $500 |
| Paid Grant | UNC EDUCATIONAL FOUNDATION | GENERAL SUPPORT | PC | CHAPEL HILL, NC, US | $500 |
| Paid Grant | LENOIR RHYNE UNIVERSITY-PIEDMONT ED FDN | GENERAL SUPPORT | PC | HICKORY, NC, US | $300 |
| Paid Grant | DUCKS UNLIMITED | GENERAL SUPPORT | PC | MEMPHIS, TN, US | $300 |
| Paid Grant | CIVIL AIR PATROL-111TH SEARCH & RESCUE | GENERAL SUPPORT | PC | BURLINGTON, NC, US | $250 |
| Paid Grant | MARCH OF DIMES-GREATER PIEDMONT CHAPTER | GENERAL SUPPORT | PC | MARIETTA, GA, US | $200 |
| Paid Grant | SALVATION ARMY CHRISTMAS FUND | GENERAL SUPPORT | PC | CHARLOTTE, NC, US | $200 |
| Paid Grant | NC CHAPTER ARTHRITIS FOUNDATION | GENERAL SUPPORT | PC | ATLANTA, GA, US | $100 |
| Paid Grant | NC LITERARY & HISTORICAL ASSOC | GENERAL SUPPORT | PC | RALEIGH, NC, US | $100 |
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt | 0 | 0 |
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 0 | 24963 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | TAX PREP FEES |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 12481 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 12482 |
| AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt | 0 | 0 |
| AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc | 0 | NONE |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt | 0 | NONE |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt | 0 | CLASSICAL AMERICAN HOMES PRESERVATION TRUST |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt | 0 | 12/28/21 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt | 0 | 1000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt | 0 | 1000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt | 0 | 2021-12-08 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt | 0 | THE GRANT WAS PROVIDED TO FURTHER THE MISSION OF THE ORGANIZATION TO PRESERVE, PROTECT, AND OPEN TO THE PUBLIC EXAMPLES OF CLASSICAL AMERICAN RESIDENTAL ARCHITECTURE. THE FOUNDATION CONFIRMED AND APPROVED THE USE OF THE FUNDS FOR THE GENERAL SUPPORT OF THE ORGANIZATION'S MISSION PRIOR TO PROVIDING THE GRANT AND THERFORE NO ADDITIONAL VERIFICATION IS REQUIRED. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt | 0 | PO BOX 150 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm | 0 | HILLSBORO |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd | 0 | NC |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd | 0 | 27278 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | CORPORATE BONDS |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 2041015 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 2067085 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 34390842 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 56195689 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | CORPORATE STOCKS |
| InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt | 0 | 0 |
| InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt | 0 | 0 |
| InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt | 0 | 1638986 |
| InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt | 0 | 1642049 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 0 | 1253976 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 1 | 1368900 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 2 | 19484855 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | PRIVATE EQUITY FUNDS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 1 | REITS & REAL ESTATE FUNDS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 2 | OTHER ALTERNATIVE INVESTMENTS |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 0 | 1044390 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 1 | 1240125 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 2 | 29215883 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 0 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 1 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 2 | AT COST |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd | 0 | 901101 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 1095107 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt | 0 | 35 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd | 0 | 901101 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 3673123 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 50351 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/BusinessCd | 0 | 901101 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd | 0 | 901101 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 0 | OTHER INVESTMENT INCOME |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc | 1 | OTHER INCOME FROM K-1S, NET OF UBI |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 0 | 759281 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 1 | 500404 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd | 1 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 18144 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 6027915 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 68530 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 6096445 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 12481 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 12482 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 24963 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 6783376 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 4079093 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 4079093 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 1315183 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 1095142 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | 1186511 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 17079417 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt | 0 | 1616 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 3723474 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 7448903 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt | 0 | 90763 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt | 0 | 10085 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt | 0 | 100847 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 19387 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 231620 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 21541 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt | 0 | 8355 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt | 0 | 1277829 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 209132 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 380148 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 589453 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 22060 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 94037 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 4410856 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 658011 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 4909934 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 8106914 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 6096445 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 331763 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 658011 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 830841 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 1147707 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 2021980 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 2 | 2173203 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 3 | 1989880 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 4 | 3304225 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 5 | 2661426 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 1749782 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | 45011 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 2 | 69130 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 3 | 48673 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 4 | 1538813 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 5 | 1749858 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 6 | 253751 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 7 | 46047 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 8 | 597 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 9 | 14187 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 10 | 14929 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 11 | 1252598 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 1749782 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | 45011 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 2 | 69130 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 3 | 48673 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 4 | 1538813 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 5 | 1749858 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 6 | 253751 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 7 | 46047 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 8 | 597 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 9 | 14187 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 10 | 14929 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 11 | 1252598 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 1749782 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 1192718 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 2 | 2091110 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 3 | 2221876 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 4 | 3528693 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 5 | 5054083 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 6 | 2915177 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 7 | 46047 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 8 | 597 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 9 | 14187 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 10 | 14929 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 11 | 1252598 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 1 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 2 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 3 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 4 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 5 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 6 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 7 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 8 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 9 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 10 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 11 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | GAIN FROM FLOW THROUGH ENTITIES |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | ST GAIN ON SALE OF SECURITIES (BBH) |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 2 | ST GAIN ON SALE OF SECURITIES (UST) |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 3 | ST GAIN ON SALE OF SECURITIES (MS) |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 4 | LT GAIN ON SALE OF SECURITIES (BBH) |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 5 | LT GAIN ON SALE OF SECURITIES (UST) |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 6 | LT GAIN ON SALE OF SECURITIES (MS) |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 7 | LT CAPITAL GAIN DISTRIBUTION (BBH) |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 8 | LT CAPITAL GAIN DISTRIBUTION (UST) |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 9 | LT CAPITAL GAIN DISTRIBUTION (MS) |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 10 | LT CAPITAL GAIN DISTRIBUTION (RREEF AMERICA) |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 11 | DISPOSAL OF ALTERNATIVE INVESTMENTS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 6783376 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt | 0 | 0 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | 1186511 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 221 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 0 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 61574347 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 60387836 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 61574126 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 4346122 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 4346122 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 4346122 |
| IRS990PF/DistributableAmountGrp/IncomeTaxAmt | 0 | 8068 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 4457730 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 103540 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 111608 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 19231 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 92771 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt | 0 | 30000 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 103540 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 19231 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 103540 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 103540 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 122771 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 92800809 |
| IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt | 0 | 60387836 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt | 0 | 61574126 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt | 0 | 2383 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt | 0 | 1399 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt | 0 | 1399 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 2028263 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 2041015 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 2067085 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 34857339 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 34390842 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 56195689 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt | 0 | 38336 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt | 0 | 19371 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt | 0 | 38336 |
| IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt | 0 | 38336 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt | 0 | 19897811 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt | 0 | 22107731 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt | 0 | 31500398 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 1904713 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 1355817 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 1355853 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 60387836 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 61574126 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 92800809 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 60387836 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 61574126 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 60387836 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 61574126 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt | 0 | 1677956 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt | 0 | 1638986 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt | 0 | 1642049 |
| IRS990PF/MethodOfAccountingOtherInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 90512279 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 2056508 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 88455771 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 1357684 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 4457730 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 89154595 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 90512279 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 0 | RDK MANAGEMENT LLC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 1 | BROWN BROTHERS HARRIMAN |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 2 | US TRUST COMPANY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 3 | MORGAN STANLEY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 0 | 217867 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 1 | 151250 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 2 | 130517 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 3 | 89819 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 0 | ADMIN SERVICES |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 1 | INVESTMENT MGT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 2 | INVESTMENT MGT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 3 | INVESTMENT MGT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 0 | 200 SOUTH COLLEGE STREET SUITE 1800 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 1 | 227 WEST TRADE ST SUITE 2100 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 2 | 525 NORTH TRYON STREET STE 1900 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 3 | 700 SPRING FOREST ROAD STE 200 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 0 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 1 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 2 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 3 | RALEIGH |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 1 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 2 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 3 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 0 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 1 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 2 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 3 | 27609 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 32.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 3 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 4 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 5 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 6 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 7 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 8 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 9 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | R STUART DICKSON |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | RUSH S DICKSON III |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 2 | THOMAS W DICKSON |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 3 | SUSAN W PATTERSON |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 4 | JANE W MARLEY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 5 | ALISON M SCOTT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 6 | CHRISTIAN O AVERY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 7 | CHASE A WOOD |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 8 | HARRISON H WILLIAMSON JR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 9 | JOHN A DICKSON |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | DIRECTOR, CHAIRMAN & PRESIDENT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | DIRECTOR,VICE PRESIDENT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 2 | DIRECTOR,VICE PRESIDENT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 3 | OFFICER,SEC & TREASURER |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | 200 SOUTH COLLEGE STREET STE 1800 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | 200 SOUTH COLLEGE STREET STE 1800 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 2 | 200 SOUTH COLLEGE STREET STE 1800 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 3 | 200 SOUTH COLLEGE STREET STE 1800 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 4 | 200 SOUTH COLLEGE STREET STE 1800 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 5 | 200 SOUTH COLLEGE STREET STE 1800 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 6 | 200 SOUTH COLLEGE STREET STE 1800 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 7 | 200 SOUTH COLLEGE STREET STE 1800 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 8 | 200 SOUTH COLLEGE STREET STE 1800 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 9 | 200 SOUTH COLLEGE STREET STE 1800 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 2 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 3 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 4 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 5 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 6 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 7 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 8 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 9 | CHARLOTTE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 2 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 3 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 4 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 5 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 6 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 7 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 8 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 9 | NC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 2 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 3 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 4 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 5 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 6 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 7 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 8 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 9 | 28202 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt | 0 | 0 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt | 0 | 4410856 |
| IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt | 0 | 0 |
| IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt | 0 | 4410856 |
| IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | 1 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | 1 |
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Displayed year
2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.