Civic Intelligence

Mary Grey Burney Estate Trust

990PF • Fiscal year 2011 • EIN 56-6074098

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 10, 2012

PO Box 2907 - Trust Tax Dept27894-2907
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

94th percentile

$4,350

Higher top officer pay than 94% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

54th percentile

0.6%

Faster asset growth than 54% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$137,884

Up $759 (+0.6%) from 2010

Net Assets

Up

$137,884

Up $759 (+0.6%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$14,582

Down $348 (-2.3%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $137,125Liabilities 2010: $0Net Assets 2010: $137,1252010Assets 2011: $137,884Liabilities 2011: $0Net Assets 2011: $137,8842011Assets 2012: $136,338Liabilities 2012: $0Net Assets 2012: $136,3382012Assets 2013: $138,608Liabilities 2013: $0Net Assets 2013: $138,6082013Assets 2014: $148,603Liabilities 2014: $0Net Assets 2014: $148,6032014Assets 2015: $142,813Liabilities 2015: $0Net Assets 2015: $142,8132015Assets 2016: $135,523Liabilities 2016: $0Net Assets 2016: $135,5232016Assets 2017: $132,867Liabilities 2017: $0Net Assets 2017: $132,8672017Assets 2018: $131,155Liabilities 2018: $0Net Assets 2018: $131,1552018Assets 2019: $127,203Liabilities 2019: $0Net Assets 2019: $127,2032019Assets 2020: $130,717Liabilities 2020: $0Net Assets 2020: $130,7172020Assets 2021: $136,481Liabilities 2021: $0Net Assets 2021: $136,4812021Assets 2022: $135,903Liabilities 2022: $0Net Assets 2022: $135,9032022Assets 2023: $127,305Liabilities 2023: $0Net Assets 2023: $127,3052023Assets 2024: $123,485Liabilities 2024: $0Net Assets 2024: $123,4852024

Highlighted filing

2011

Assets$137,884
Liabilities$0
Net Assets$137,884

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2010: $14,9302010Expenses 2011: $14,5822011Expenses 2012: $11,8242012Revenue 2013: $13,946Expenses 2013: $11,724Net Income 2013: $2,2222013Revenue 2014: $20,714Expenses 2014: $10,683Net Income 2014: $10,0312014Revenue 2015: $5,336Expenses 2015: $11,148Net Income 2015: -$5,8122015Revenue 2016: $2,881Expenses 2016: $10,175Net Income 2016: -$7,2942016Revenue 2017: $7,111Expenses 2017: $9,763Net Income 2017: -$2,6522017Revenue 2018: $8,464Expenses 2018: $10,350Net Income 2018: -$1,8862018Revenue 2019: $5,770Expenses 2019: $9,710Net Income 2019: -$3,9402019Revenue 2020: $13,232Expenses 2020: $9,671Net Income 2020: $3,5612020Revenue 2021: $16,924Expenses 2021: $13,144Net Income 2021: $3,7802021Revenue 2022: $6,351Expenses 2022: $6,888Net Income 2022: -$5372022Revenue 2023: $910Expenses 2023: $9,511Net Income 2023: -$8,6012023Revenue 2024: $6,675Expenses 2024: $10,500Net Income 2024: -$3,8252024

Highlighted filing

2011

Revenue-
Expenses$14,582
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 10, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$4,350-$4,350
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLOWER CAPE FEAR HOSPICE & LIFECHARITABLEEXEMPTWILMINGTON, NC, US$2,000
Paid GrantCOLUMBUS COUNTY LITERACY COUNCILCHARITABLEEXEMPTWHITEVILLE, NC, US$1,400
Paid GrantACTION FOR CHILDREN NORTHCHARITABLEEXEMPTRALEIGH, NC, US$1,400
Paid GrantBOYS AND GIRLS HOME OF NCCHARITABLEEXEMPTLAKE WACCAMAW, NC, US$1,300
Paid GrantCOLUMBUS COUNTY SCHOOLCHARITABLEEXEMPTWHITEVILLE, NC, US$1,200
Paid GrantCAPE FEAR COUNCIL OF BOY SCOUTSCHARITABLEEXEMPTWILMINGTON, NC, US$1,000
Paid GrantWILD SOUTHCHARITABLEEXEMPTASHEVILLE, NC, US$500
Paid GrantWHITE MARSH CHAPTER OFCHARITABLEEXEMPTWHITEVILLE, NC, US$500
Filing and Contact Details

Filer

EIN
56-6074098
Raw XML AppendixShowing 400 of 458 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2BB&T MID CAP GR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3HARBOR INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4LAZARD EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5BB&T EQUITY INCOME FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6ARTISAN MID CAP VALUE #1464
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7BB&T TOTAL RETURN BOND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8CREDIT SUISSE COMMODITY RETURN
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9GOLDMAN SACHS GRWTH OPPOR
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10ISHARES RUSSELL 1000 INDEX FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11NEUBERGER & BERMAN LARGE CAP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12PIMCO FOREIGN BOND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13BB&T INTER US GOVT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14COHEN & STEERS REALTY SHARES
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIFIC REQUIREMENTS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0BRANCH BANKING TRUST
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02522464633
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0278933801
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO SPECIFIC RESTRICTIONS OR LIMITATIONS
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount51300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount61400
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount71400
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CAPE FEAR COUNCIL OF BOY SCOUTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11LOWER CAPE FEAR HOSPICE & LIFE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12WILD SOUTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13COLUMBUS COUNTY SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14WHITE MARSH CHAPTER OF
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15BOYS AND GIRLS HOME OF NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16COLUMBUS COUNTY LITERACY COUNCIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17ACTION FOR CHILDREN NORTH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20LIFE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine21WILDLIFE ACTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine22COUNCIL
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus7EXEMPT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship7NONE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11CARE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1216 EAGLE ST STE 200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13P O BOX 729
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14P O BOX 681
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine16102 W MAIN ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine171300 ST MARYS ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WILMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1WILMINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ASHEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3WHITEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4WHITEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5LAKE WACCAMAW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6WHITEVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City7RALEIGH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State7NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode028406
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode128401
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode228801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode328472
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode4284720681
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode528450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode628472
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode727605
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear09300
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.07$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.01$0.10$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.06$0.07$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.17$0.13$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.13$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.06$0.10$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.10$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.07$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.03$0.10$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.11$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.21$0.11$0.10
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.14$0.12$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.12
2011Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.15