Civic Intelligence

The Dickson Foundation Inc

990PF • Fiscal year 2022 • EIN 56-6022339

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization Profile
200 S College St Ste 1800Charlotte, NC 28202

(704) 372-5404

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

11th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

63rd percentile

14%

Higher net margin than 63% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

58th percentile

1.2%

Faster asset growth than 58% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$62,298,949

Up $724,823 (+1.2%) from 2021

Net Assets

Up

$62,298,949

Up $724,823 (+1.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin63rd percentile

Revenue

Down

$5,208,156

Down $888,289 (-15%) from 2021

Expenses

Down

$4,481,332

Down $428,602 (-8.7%) from 2021

Net Income

Down

$726,824

Down $459,687 (-39%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$80M$60M$40M$20M$0Assets 2011: $26,924,625Liabilities 2011: $02011Assets 2012: $27,770,026Liabilities 2012: $02012Assets 2013: $30,786,211Liabilities 2013: $02013Assets 2014: $68,200,011Liabilities 2014: $02014Assets 2015: $66,689,547Liabilities 2015: $02015Assets 2019: $61,496,300Liabilities 2019: $0Net Assets 2019: $61,496,3002019Assets 2020: $60,387,836Liabilities 2020: $0Net Assets 2020: $60,387,8362020Assets 2021: $61,574,126Liabilities 2021: $0Net Assets 2021: $61,574,1262021Assets 2022: $62,298,949Liabilities 2022: $0Net Assets 2022: $62,298,9492022Assets 2023: $61,712,107Liabilities 2023: $0Net Assets 2023: $61,712,1072023Assets 2024: $65,381,354Liabilities 2024: $0Net Assets 2024: $65,381,3542024

Highlighted filing

2022

Assets$62,298,949
Liabilities$0
Net Assets$62,298,949
Open 2022 Filing

Operations Trend

Revenue Growth27th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $1,470,697Expenses 2011: $3,495,367Net Income 2011: -$2,024,6702011Revenue 2012: $1,148,304Expenses 2012: $3,263,344Net Income 2012: -$2,115,0402012Revenue 2013: $3,645,259Expenses 2013: $1,842,017Net Income 2013: $1,803,2422013Revenue 2014: $41,471,972Expenses 2014: $5,383,962Net Income 2014: $36,088,0102014Revenue 2015: $1,786,063Expenses 2015: $3,243,436Net Income 2015: -$1,457,3732015Revenue 2019: $2,695,571Expenses 2019: $3,946,253Net Income 2019: -$1,250,6822019Revenue 2020: $2,876,349Expenses 2020: $3,984,529Net Income 2020: -$1,108,1802020Revenue 2021: $6,096,445Expenses 2021: $4,909,934Net Income 2021: $1,186,5112021Revenue 2022: $5,208,156Expenses 2022: $4,481,332Net Income 2022: $726,8242022Revenue 2023: $3,587,400Expenses 2023: $4,174,242Net Income 2023: -$586,8422023Revenue 2024: $8,362,549Expenses 2024: $4,693,302Net Income 2024: $3,669,2472024

Highlighted filing

2022

Revenue$5,208,156
Expenses$4,481,332
Net Income$726,824
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R STUART DICKSONDirector, Chairman & President-$0--
RUSH S DICKSON IIIDirector,Vice President-$0--
THOMAS W DICKSONDirector,Vice President-$0--
SUSAN W PATTERSONOfficer,Sec & TreasurerPT$0--
JANE W MARLEYDirector-$0--
ALISON M SCOTTDirector-$0--
CHRISTIAN O AVERYDirector-$0--
CHASE A WOODDirector-$0--
HARRISON H WILLIAMSON JRDirector-$0--
JOHN A DICKSONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNOVANT HEALTH PRESBYTERIAN MEDICAL CENTER FOUNDATIONGENERAL SUPPORTPCCHARLOTTE, NC, US$301,000
Paid GrantNC STATE UNIVERSITYGENERAL SUPPORTPCRALEIGH, NC, US$220,000
Paid GrantDAVIDSON COLLEGEGENERAL SUPPORTPCDAVIDSON, NC, US$182,000
Paid GrantSOUTHMINSTERGENERAL SUPPORTPCCHARLOTTE, NC, US$155,000
Paid GrantCHARLOTTE COUNTRY DAY SCHOOLGENERAL SUPPORTPCCHARLOTTE, NC, US$152,000
Paid GrantCAROLINAS AVIATION MUSEUMGENERAL SUPPORTPCCHARLOTTE, NC, US$125,000
Paid GrantCENTRAL PIEDMONT COMMUNITY COLLEGE FOUNDATIONGENERAL SUPPORTPCCHARLOTTE, NC, US$103,000
Paid GrantCHARLOTTE RESCUE MISSIONGENERAL SUPPORTPCCHARLOTTE, NC, US$101,500
Paid GrantCHARLOTTE LATINGENERAL SUPPORTPCCHARLOTTE, NC, US$101,000
Paid GrantDILWORTH CENTERGENERAL SUPPORTPCCHARLOTTE, NC, US$101,000
Paid GrantPFEIFFER UNIVERSITYGENERAL SUPPORTPCMISENHEIMER, NC, US$101,000
Paid GrantAPPALACHIAN REGIONAL HEALTHCARE FOUNDATIONGENERAL SUPPORTPCBOONE, NC, US$100,000
Paid GrantAPPALACHIAN STATE UNIVERSITYGENERAL SUPPORTPCBOONE, NC, US$100,000
Paid GrantCHARLOTTE MECKLENBURG LIBRARY FOUNDATIONGENERAL SUPPORTPCCHARLOTTE, NC, US$100,000
Paid GrantCRITTENTONGENERAL SUPPORTPCCHARLOTTE, NC, US$100,000
Paid GrantDOROTHEA DIX PARK CONSERVANCYGENERAL SUPPORTPCRALEIGH, NC, US$100,000
Paid GrantNC ZOO SOCIETYGENERAL SUPPORTPCASHEBORO, NC, US$100,000
Paid GrantST CATHERINE'S SCHOOLGENERAL SUPPORTPCRICHMOND, VA, US$100,000
Paid GrantTRINITY EPISCOPAL SCHOOLGENERAL SUPPORTPCCHARLOTTE, NC, US$100,000
Paid GrantYMCA OF GREATER CHARLOTTEGENERAL SUPPORTPCCHARLOTTE, NC, US$100,000
Paid GrantFFTC - CAROLINA THREAD TRAILGENERAL SUPPORTPCCHARLOTTE, NC, US$75,000
Paid GrantWING HAVEN FOUNDATIONGENERAL SUPPORTPCCHARLOTTE, NC, US$61,000
Paid GrantNC COASTAL FEDERATIONGENERAL SUPPORTPCNEWPORT, NC, US$60,000
Paid GrantPAT'S PLACE CHILD ADVOCACY CENTERGENERAL SUPPORTPCCHARLOTTE, NC, US$60,000
Paid GrantBAPTIST CHILDREN'S HOMES OF NCGENERAL SUPPORTPCTHOMASVILLE, NC, US$51,000
Paid GrantMYERS PARK BAPTIST CHURCHGENERAL SUPPORTPCCHARLOTTE, NC, US$51,000
Paid GrantBROOKSTONE SCHOOLSGENERAL SUPPORTPCCHARLOTTE, NC, US$50,000
Paid GrantCAMP SEA GULL CAMP SEAFARER CO YMCA OF THE TRIANGLEGENERAL SUPPORTPCRALEIGH, NC, US$50,000
Paid GrantCHARLOTTE NEUROSCIENCE FOUNDATIONGENERAL SUPPORTPCCHARLOTTE, NC, US$50,000
Paid GrantHOPEWAY FOUNDATIONGENERAL SUPPORTPCCHARLOTTE, NC, US$50,000
Paid GrantSAMARITAN'S PURSEGENERAL SUPPORTPCBOONE, NC, US$50,000
Paid GrantUNC THURSTON ARTHRITIS RESEARCH CENTERGENERAL SUPPORTPCCHAPEL HILL, NC, US$50,000
Paid GrantYMCA OF CATAWBA VALLEYGENERAL SUPPORTPCHICKORY, NC, US$27,000
Paid GrantCHARLOTTE SYMPHONYGENERAL SUPPORTPCCHARLOTTE, NC, US$26,200
Paid GrantST ANDREWS UNIVERSITYGENERAL SUPPORTPCLAURINBURG, NC, US$26,000
Paid GrantHEART MATH TUTORINGGENERAL SUPPORTPCCHARLOTTE, NC, US$25,000
Paid GrantMAKE-A-WISH CENTRAL & WESTERN NCGENERAL SUPPORTPCCHARLOTTE, NC, US$25,000
Paid GrantYMCA GASTON COUNTYGENERAL SUPPORTPCGASTONIA, NC, US$25,000
Paid GrantELON UNIVERSITYGENERAL SUPPORTPCELON, NC, US$21,000
Paid GrantHISTORIC ROSEDALEGENERAL SUPPORTPCCHARLOTTE, NC, US$21,000
Paid GrantALLEGRO FOUNDATIONGENERAL SUPPORTPCCHARLOTTE, NC, US$10,000
Paid GrantHABITAT FOR HUMANITY OF THE CHARLOTTE REGIONGENERAL SUPPORTPCCHARLOTTE, NC, US$10,000
Paid GrantTRIANGLE APHASIA PROJECTGENERAL SUPPORTPCCARY, NC, US$10,000
Paid GrantTUNNEL TO TOWERS FOUNDATIONGENERAL SUPPORTPCSTATEN ISLAND, NY, US$10,000
Paid GrantPHILANTHROPY SOUTHEASTGENERAL SUPPORTPCATLANTA, GA, US$9,000
Paid GrantCHILDREN'S THEATRE OF CHARLOTTEGENERAL SUPPORTPCCHARLOTTE, NC, US$5,000
Paid GrantHABITAT FOR HUMANITY OF GASTON COUNTYGENERAL SUPPORTPCGASTONIA, NC, US$5,000
Paid GrantINDEPENDENT COLLEGE FUND OF NCGENERAL SUPPORTPCRALEIGH, NC, US$5,000
Paid GrantLINVILLE FOUNDATIONGENERAL SUPPORTPCLINVILLE, NC, US$5,000
Paid GrantDUKE UNIVERSITY-DIVINITYGENERAL SUPPORTPCDURHAM, NC, US$4,500
Paid GrantEPILEPSY ALLIANCE NCGENERAL SUPPORTPCWINSTONSALEM, NC, US$3,500
Paid GrantGOOD FRIENDS CHARLOTTEGENERAL SUPPORTPCCHARLOTTE, NC, US$3,000
Paid GrantHISTORIC PRESERVATION FOUNDATION OF NCGENERAL SUPPORTPCRALEIGH, NC, US$3,000
Paid GrantHOSPITALITY HOUSE OF CHARLOTTEGENERAL SUPPORTPCCHARLOTTE, NC, US$3,000
Paid GrantJUNIOR ACHIEVEMENT OF CHARLOTTEGENERAL SUPPORTPCCHARLOTTE, NC, US$3,000
Paid GrantTHE MCCALLIE SCHOOLGENERAL SUPPORTPCCHATTANOOGA, TN, US$3,000
Paid GrantUNC PUBLIC TV-READING RAINBOW BOOK CLUBGENERAL SUPPORTPCRESEARCH TRIANGLE PARK, NC, US$3,000
Paid GrantAMERICAN RED CROSSGENERAL SUPPORTPCCHARLOTTE, NC, US$2,500
Paid GrantATRIUM HEALTH FDN-LEVINE CHILDREN'S HOSPITALGENERAL SUPPORTPCCHARLOTTE, NC, US$2,500
Paid GrantNC STATE UNIV STUDENT AID ASSOCGENERAL SUPPORTPCRALEIGH, NC, US$2,500
Paid GrantSHRINERS HOSPITAL FOR CHILDRENGENERAL SUPPORTPCGREENVILLE, SC, US$2,500
Paid GrantST JUDE CHILDREN'S RESEARCH HOSPITALGENERAL SUPPORTPCMEMPHIS, TN, US$2,500
Paid GrantTHE GENERALS REDOUBTGENERAL SUPPORTPCLEXINGTON, VA, US$2,500
Paid GrantUNC-CH EDUCATIONAL FOUNDATIONGENERAL SUPPORTPCCHAPEL HILL, NC, US$2,500
Paid GrantUNC-CH KENAN-FLAGLER BUSINESS SCHOOL FDNGENERAL SUPPORTPCCHAPEL HILL, NC, US$2,500
Paid GrantVA FOUND FOR INDEPENDENT COLLEGESGENERAL SUPPORTPCRICHMOND, VA, US$2,500
Paid GrantAMERICAN CANCER SOCIETYGENERAL SUPPORTPCCHARLOTTE, NC, US$2,000
Paid GrantCHARLOTTE BALLETGENERAL SUPPORTPCCHARLOTTE, NC, US$2,000
Paid GrantCHRISTIAN RECORD SERVICES FOR THE BLINDGENERAL SUPPORTPCLINCOLN, NE, US$2,000
Paid GrantCOUNCIL FOR ECONOMIC EDUCATIONGENERAL SUPPORTPCNEW YORK, NY, US$2,000
Paid GrantCRISIS ASSISTANCE MINISTRYGENERAL SUPPORTPCCHARLOTTE, NC, US$2,000
Paid GrantCROSSNORE SCHOOL & CHILDREN'S HOMEGENERAL SUPPORTPCNEWLAND, NC, US$2,000
Paid GrantDUKE UNIVERSITY-THE FUQUA SCHOOLGENERAL SUPPORTPCDURHAM, NC, US$2,000
Paid GrantMEMORIAL SLOAN-KETTERING CANCER CENTERGENERAL SUPPORTPCNEW YORK, NY, US$2,000
Paid GrantMINT MUSEUMGENERAL SUPPORTPCCHARLOTTE, NC, US$2,000
Paid GrantNC COUNCIL ON ECONOMIC EDUCATIONGENERAL SUPPORTPCRALEIGH, NC, US$2,000
Paid GrantNC OUTWARD BOUND SCHOOLGENERAL SUPPORTPCASHEVILLE, NC, US$2,000
Paid GrantSC INDEPENDENT COLLEGES & UNIVERSITIESGENERAL SUPPORTSO ICOLUMBIA, SC, US$2,000
Paid GrantSOUTHEASTERN BAPTIST THEOLOGICAL SEMINARYGENERAL SUPPORTPCWAKE FOREST, NC, US$2,000
Paid GrantTHE FLETCHER SCHOOLGENERAL SUPPORTPCCHARLOTTE, NC, US$2,000
Paid GrantUNITED NEGRO COLLEGE FUND JCSUGENERAL SUPPORTPCWASHINGTON, DC, US$2,000
Paid GrantALEXANDER YOUTH NETWORKGENERAL SUPPORTPCCHARLOTTE, NC, US$1,500
Paid GrantAMERICAN ENTERPRISE INSTITUTEGENERAL SUPPORTPCWASHINGTON, DC, US$1,500
Paid GrantSOUTHEASTERN LEGAL FOUNDATIONGENERAL SUPPORTPCROSWELL, GA, US$1,500
Paid GrantTHE SHEPHERD'S CENTER OF CHARLOTTEGENERAL SUPPORTPCCHARLOTTE, NC, US$1,500
Paid GrantUNC CHARLOTTE ATHLETIC FOUNDATIONGENERAL SUPPORTPCCHARLOTTE, NC, US$1,500
Paid GrantLENOIR RHYNE UNIVERSITYGENERAL SUPPORTPCHICKORY, NC, US$1,300
Paid GrantALLIANCE FOR CHRISTIAN MEDIAGENERAL SUPPORTPCATLANTA, GA, US$1,200
Paid GrantCHILDREN'S HOME SOCIETY OF NC-GREENSBOROGENERAL SUPPORTPCGREENSBORO, NC, US$1,200
Paid GrantALL SAINTS MISSIONGENERAL SUPPORTPCLINVILLE, NC, US$1,000
Paid GrantAMERICAN SKIN ASSOCGENERAL SUPPORTPCNEW YORK, NY, US$1,000
Paid GrantATRIUM HEALTH FDN-MERCY HOSPITAL FUNDGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantATRIUM HEALTH FDN-THE AMETHYSTGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantATRIUM HEALTH FOUNDATIONGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantAVERY COMMUNITY FOUNDATIONGENERAL SUPPORTPCRALEIGH, NC, US$1,000
Paid GrantBELMONT ABBEY COLLEGE-BRADLEY INSTITUTEGENERAL SUPPORTPCBELMONT, NC, US$1,000
Paid GrantBOYS AND GIRLS CLUBS OF GREATER CHARLOTTEGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantCAMPBELL UNIVERSITYGENERAL SUPPORTPCBUIES CREEK, NC, US$1,000
Paid GrantCANNON SLOOP HEALTHCARE FOUNDATIONGENERAL SUPPORTPCLINVILLE, NC, US$1,000
Paid GrantCATAWBA COLLEGEGENERAL SUPPORTPCSALISBURY, NC, US$1,000
Paid GrantCHARLESTON DAY SCHOOLGENERAL SUPPORTPCCHARLESTON, SC, US$1,000
Paid GrantCHILD CARE RESOURCESGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantCHILDREN'S MIRACLE NETWORK TELETHONGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantCLASSICAL AMERICAN HOMES PRESERVATION TRUSTGENERAL SUPPORTPOFHILLSBOROUGH, NC, US$1,000
Paid GrantCOLORADO SPRINGS SCHOOLGENERAL SUPPORTPCCOLORADO SPRINGS, CO, US$1,000
Paid GrantCULVER MILITARY ACADEMYGENERAL SUPPORTPCCULVER, IN, US$1,000
Paid GrantDARDEN SCHOOL FOUNDATIONGENERAL SUPPORTPCCHARLOTTESVILLE, VA, US$1,000
Paid GrantDISCOVERY PLACEGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantDUKE COMPREHENSIVE CANCER CENTERGENERAL SUPPORTPCDURHAM, NC, US$1,000
Paid GrantDUKE UNIVERSITY-THE DIVINITY SCHOOLGENERAL SUPPORTPCDURHAM, NC, US$1,000
Paid GrantEPISCOPAL HIGH SCHOOLGENERAL SUPPORTPCALEXANDRIA, VA, US$1,000
Paid GrantFIRST PRESBYTERIAN CHURCHGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantFRIENDS OF THE BLUE RIDGE PARKWAYGENERAL SUPPORTPCROANOKE, VA, US$1,000
Paid GrantFURMAN UNIVERSITYGENERAL SUPPORTPCGREENVILLE, SC, US$1,000
Paid GrantGARDNER-WEBB UNIVERSITYGENERAL SUPPORTPCBOILING SPRINGS, NC, US$1,000
Paid GrantHARVARD BUSINESS SCHOOL FUNDGENERAL SUPPORTPCBOSTON, MA, US$1,000
Paid GrantHIGH COUNTRY UNITED WAY-BOONEGENERAL SUPPORTPCBOONE, NC, US$1,000
Paid GrantHISTORIC RICEFIELDS ASSOCIATIONGENERAL SUPPORTPCGEORGETOWN, SC, US$1,000
Paid GrantHOLLINS UNIVERSITYGENERAL SUPPORTPCROANOKE, VA, US$1,000
Paid GrantHORNETS' NEST GIRL SCOUT COUNCILGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantHOSPICE & PALLIATIVE CARE CHARLOTTE REGIONGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantINFAITHGENERAL SUPPORTPCEXTON, PA, US$1,000
Paid GrantJOHNSON C SMITH UNIVERSITYGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantJUVENILE DIABETES FOUNDATION INT'LGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantKINDERMOURNGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantLEARNING ALLYGENERAL SUPPORTPCPRINCETON, NJ, US$1,000
Paid GrantLEES MCRAE COLLEGEGENERAL SUPPORTPCBANNER ELK, NC, US$1,000
Paid GrantLEVINE MUSEUM OF THE NEW SOUTHGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantMARS HILL UNIVERSITYGENERAL SUPPORTPCMARS HILL, NC, US$1,000
Paid GrantMEREDITH COLLEGEGENERAL SUPPORTPCRALEIGH, NC, US$1,000
Paid GrantNATIONAL 4-H COUNCILGENERAL SUPPORTPCCHEVY CHASE, MD, US$1,000
Paid GrantNATIONAL KIDNEY FDN OF NCMECK CHAPTERGENERAL SUPPORTPCRALEIGH, NC, US$1,000
Paid GrantNAT'L RIGHT TO WORK LEGAL DEFENSE FDNGENERAL SUPPORTPCSPRINGFIELD, VA, US$1,000
Paid GrantNAT'L TRUST FOR HISTORIC PRESERVATIONGENERAL SUPPORTPCWASHINGTON, DC, US$1,000
Paid GrantNC A&T UNIVERSITY FOUNDATIONGENERAL SUPPORTPCGREENSBORO, NC, US$1,000
Paid GrantNC CENTRAL UNIVERSITY FOUNDATIONGENERAL SUPPORTPCDURHAM, NC, US$1,000
Paid GrantNC MUSEUM OF ARTGENERAL SUPPORTPCRALEIGH, NC, US$1,000
Paid GrantNC SYMPHONYGENERAL SUPPORTPCRALEIGH, NC, US$1,000
Paid GrantNC WILDLIFE HABITAT FOUNDATIONGENERAL SUPPORTPCWILMINGTON, NC, US$1,000
Paid GrantNRA FOUNDATION ENDOWMENTGENERAL SUPPORTPCFAIRVIEW, NC, US$1,000
Paid GrantOPERA CAROLINAGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantPROVIDENCE DAY SCHOOLGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantQUEENS UNIVERSITYGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantREYNOLDA HOUSE MUSEUM OF AMERICAN ARTGENERAL SUPPORTPCWINSTONSALEM, NC, US$1,000
Paid GrantSALEM ACADEMY & COLLEGEGENERAL SUPPORTPCWINSTONSALEM, NC, US$1,000
Paid GrantST PHILIP'S EPISCOPAL CHURCHGENERAL SUPPORTPCCHARLESTON, SC, US$1,000
Paid GrantSTEPHENS COLLEGEGENERAL SUPPORTPCCOLUMBIA, MO, US$1,000
Paid GrantTHE CITADEL FOUNDATIONGENERAL SUPPORTPCCHARLESTON, SC, US$1,000
Paid GrantTHE CONSERVATION FUNDGENERAL SUPPORTPCARLINGTON, VA, US$1,000
Paid GrantTHE NATURE CONSERVANCY-NC CHAPTERGENERAL SUPPORTPCDURHAM, NC, US$1,000
Paid GrantTHE WEBB SCHOOLGENERAL SUPPORTPCBELL BUCKLE, TN, US$1,000
Paid GrantTROUT UNLIMITED-ROCKY RIVER CHAPTERGENERAL SUPPORTPCMATTHEWS, NC, US$1,000
Paid GrantUNC CHARLOTTE BELK COLLEGE OF BUSINESS ADMINGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantUNC CHARLOTTE FOUNDATIONGENERAL SUPPORTPCCHARLOTTE, NC, US$1,000
Paid GrantUNC GREENSBOROGENERAL SUPPORTPCGREENSBORO, NC, US$1,000
Paid GrantUNC HEALTH FOUNDATIONGENERAL SUPPORTPCCHAPEL HILL, NC, US$1,000
Paid GrantUNC SCHOOL OF THE ARTSGENERAL SUPPORTPCWINSTONSALEM, NC, US$1,000
Paid GrantUNC-CH DENTAL SCHOOLGENERAL SUPPORTPCCHAPEL HILL, NC, US$1,000
Paid GrantUNC-CH LINEBERGER CANCER RESEARCH CTRGENERAL SUPPORTPCCHAPEL HILL, NC, US$1,000
Paid GrantVANDERBILT UNIV OWEN GRADUATE SCHOOLGENERAL SUPPORTPCNASHVILLE, TN, US$1,000
Paid GrantWAKE FOREST UNIVERSITYDIVINITY SCHOOLGENERAL SUPPORTPCWINSTONSALEM, NC, US$1,000
Paid GrantWINGATE UNIVERSITYGENERAL SUPPORTPCWINGATE, NC, US$1,000
Paid GrantWINTHROP UNIVERSITYGENERAL SUPPORTPCROCK HILL, SC, US$1,000
Paid GrantWOFFORD COLLEGEGENERAL SUPPORTPCSPARTANBURG, SC, US$1,000
Paid GrantAMERICAN HEART ASSOC OF CHARMECKGENERAL SUPPORTPCATLANTA, GA, US$500
Paid GrantARTSPLUSGENERAL SUPPORTPCCHARLOTTE, NC, US$500
Paid GrantBOYS & GIRLS HOMES OF NCGENERAL SUPPORTPCLAKE WACCAMAW, NC, US$500
Paid GrantCOLONIAL WILLIAMSBURG FDNGENERAL SUPPORTPCWILLIAMSBURG, VA, US$500
Paid GrantCOMMITTEE FOR ECONOMIC DEVELOPMENTGENERAL SUPPORTPCNEW YORK, NY, US$500
Paid GrantFRIENDS OF OLD SALEMGENERAL SUPPORTPCWINSTONSALEM, NC, US$500
Paid GrantGOODFELLOWS CLUBGENERAL SUPPORTPCCHARLOTTE, NC, US$500
Paid GrantMCGILL ROSE GARDENGENERAL SUPPORTPCCHARLOTTE, NC, US$500
Paid GrantMOORE REGIONAL HOSPITAL FOUNDATIONGENERAL SUPPORTPCPINEHURST, NC, US$500
Paid GrantMUSCULAR DYSTROPHY ASSOCIATIONGENERAL SUPPORTPCCHICAGO, IL, US$500
Paid GrantNAT'L MULTIPLE SCLEROSIS SOCIETY GR CAROLINAS CHPTRGENERAL SUPPORTPCRALEIGH, NC, US$500
Paid GrantNC COUNCIL OF TEACHERS OF MATHGENERAL SUPPORTPCRALEIGH, NC, US$500
Paid GrantNC MUSEUM OF HISTORY ASSOCIATESGENERAL SUPPORTSOIII FIRALEIGH, NC, US$500
Paid GrantPREVENT BLINDNESS NORTH CAROLINAGENERAL SUPPORTPCRALEIGH, NC, US$500
Paid GrantSC COUNCIL ON ECONOMIC EDUCATIONGENERAL SUPPORTPCCOLUMBIA, SC, US$500
Paid GrantTAX FOUNDATION INCGENERAL SUPPORTPCWASHINGTON, DC, US$500
Paid GrantUNION COUNTY CRISIS ASSISTANCE MINISTRYGENERAL SUPPORTPCMONROE, NC, US$500
Paid GrantDUCKS UNLIMITEDGENERAL SUPPORTPCMEMPHIS, TN, US$300
Paid GrantCIVIL AIR PATROL-111TH SEARCH & RESCUEGENERAL SUPPORTPCBURLINGTON, NC, US$250
Paid GrantMARCH OF DIMES-GREATER PIEDMONT CHAPTERGENERAL SUPPORTPCMARIETTA, GA, US$200
Paid GrantSALVATION ARMY CHRISTMAS FUNDGENERAL SUPPORTPCCHARLOTTE, NC, US$200
Paid GrantNC CHAPTER ARTHRITIS FOUNDATIONGENERAL SUPPORTPCATLANTA, GA, US$100
Paid GrantNC LITERARY & HISTORICAL ASSOCGENERAL SUPPORTPCRALEIGH, NC, US$100
Filing and Contact Details

Filer

Filer Name
The Dickson Foundation Inc
EIN
56-6022339
Phone
7043725404
Address
200 S COLLEGE ST STE 1800, CHARLOTTE, NC 28202

Signing Officer

Name
Susan Patterson
Title
Sec & Treasurer
Phone
7043725404
Signed
2023-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
1415 VANTAGE PARK DRIVESUITE 500, CHARLOTTE, NC 28203
Preparer
Michele N Melchior
Phone
7046323500
Raw XML AppendixShowing 400 of 2,382 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt031913
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt015957
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt015957
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NONE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0CLASSICAL AMERICAN HOMES PRESERVATION TRUST
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt012/31/22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt01000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt01000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02022-12-31
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THE 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/AddressLine1Txt0PO BOX 150
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0HILLSBORO
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0NC
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd027278
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt010342728
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt010316748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt024558677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt032554645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1827845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt222992577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0REITS & REAL ESTATE FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1PRIVATE EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2OTHER ALTERNATIVE INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01485680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1544807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt228070701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01285161
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt03356327
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0858
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0901101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INVESTMENT INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0568454
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-2644
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05209942
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-1786
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05208156
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt015957
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt015957
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt031913
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03480710
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03640050
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03640050
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01808146
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01285161
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0726824
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt033835543
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0939
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03357185
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04630908
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt098061
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt010896
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0108956
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt021263
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0257210
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt023625
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-1799
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0565810
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0217599
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0348589
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0572825
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt022558
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0103288
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03992930
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0656149
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt04481332
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05287057
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05208156
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0352880
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0656149
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0841282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0605832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110692459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21920986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31904093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49534267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56554368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0178065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-141464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-575972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-98802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4527524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53484213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-633144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1057823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11679106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0178065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-141464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-575972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-98802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4527524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53484213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-633144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt72772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1057823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11679106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0178065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1464368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210116487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31822184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42431617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt513018480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65921224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1057823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11679106
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/PropertyDesc0GAIN FROM FLOW THROUGH ENTITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ST LOSS ON SALE OF SECURITIES (BBH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ST LOSS ON SALE OF SECURITIES (UST)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ST LOSS ON SALE OF SECURITIES (MS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LT GAIN ON SALE OF SECURITIES (BBH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LT GAIN ON SALE OF SECURITIES (UST)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LT LOSS ON SALE OF SECURITIES (MS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7LT CAPITAL GAIN DISTRIBUTION (BBH)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LT CAPITAL GAIN DISTRIBUTION (UST)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LT CAPITAL GAIN DISTRIBUTION (RREEF AMERICA)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10LT CAPITAL GAIN DISTRIBUTION (MS)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DISPOSAL OF ALTERNATIVE INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt03480710
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0726824
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02001
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt062300950
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt061574126
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt062298949
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03977352
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03977352
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03977352
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04041722
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt064370
IRS990PF/DistributableAmountGrp/TotalTaxAmt064370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt034861
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt089231
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt010000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt064370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt034861
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt064370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt064370
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt099231
IRS990PF/FMVAssetsEOYAmt075549703
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt061574126
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt062298949
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01399
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt016789
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt016789
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02041015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt010342728
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt010316748
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt034390842
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt024558677
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt032554645
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt038336
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt038336
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt038336
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt038336
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt022107731
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt024820422
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt030101188
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01355817
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02521997
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02521997
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt061574126
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt062298949
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt075549703
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt061574126
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt062298949
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt061574126
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt062298949
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01638986
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt082065416
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04341095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt077724321
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01230981
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04041722
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt080834435
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt082065416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0RDK MANAGEMENT LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1US TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2BROWN BROTHERS HARRIMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3MORGAN STANLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0228220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1128579
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2122690
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt392205
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0ADMIN SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2INVESTMENT MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT MGT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0200 SOUTH COLLEGE STREET SUITE 1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1525 NORTH TRYON STREET STE 1900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2227 WEST TRADE ST SUITE 2100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3700 SPRING FOREST ROAD STE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd028202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd128202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd228202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd327609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt332.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
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/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
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/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0R STUART DICKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RUSH S DICKSON III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS W DICKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SUSAN W PATTERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JANE W MARLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ALISON M SCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6CHRISTIAN O AVERY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7CHASE A WOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8HARRISON H WILLIAMSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9JOHN A DICKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, CHAIRMAN & PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR,VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR,VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3OFFICER,SEC & TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0200 SOUTH COLLEGE STREET STE 1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1200 SOUTH COLLEGE STREET STE 1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2200 SOUTH COLLEGE STREET STE 1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3200 SOUTH COLLEGE STREET STE 1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4200 SOUTH COLLEGE STREET STE 1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5200 SOUTH COLLEGE STREET STE 1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6200 SOUTH COLLEGE STREET STE 1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7200 SOUTH COLLEGE STREET STE 1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8200 SOUTH COLLEGE STREET STE 1800
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9200 SOUTH COLLEGE STREET STE 1800
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/CityNm5CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm9CHARLOTTE
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/StateAbbreviationCd6NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd9NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd528202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd628202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd728202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd828202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd928202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03992930
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03992930
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,298,949
Liabilities
$0
Net assets
$62,298,949
Revenue
$5,208,156
Expenses
$4,481,332
Net income
$726,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$8.36$4.69$3.67
2023Detailed filing. Detailed filing data is available for this year.$61.7$0.00$61.7$3.59$4.17$0.59
2022Detailed filing. Detailed filing data is available for this year.$62.3$0.00$62.3$5.21$4.48$0.73
2021Detailed filing. Detailed filing data is available for this year.$61.6$0.00$61.6$6.10$4.91$1.19
2020Detailed filing. Detailed filing data is available for this year.$60.4$0.00$60.4$2.88$3.98$1.11
2019Detailed filing. Detailed filing data is available for this year.$61.5$0.00$61.5$2.70$3.95$1.25
2015Summary only. Only limited summary data is available for this year.$66.7$0.00$1.79$3.24$1.46
2014Summary only. Only limited summary data is available for this year.$68.2$0.00$41.5$5.38$36.1
2013Summary only. Only limited summary data is available for this year.$30.8$0.00$3.65$1.84$1.80
2012Summary only. Only limited summary data is available for this year.$27.8$0.00$1.15$3.26$2.12
2011Summary only. Only limited summary data is available for this year.$26.9$0.00$1.47$3.50$2.02