Morrison Charitable Trust

990PF • Fiscal year 2011 • EIN 56-6093800

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 16, 2012

Organization Profile

1525 W Wt Harris Blvd D1114-04428288

Siviq Scores

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

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

No value available

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

Source year 2011

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

$39,441

Higher top officer pay than 95% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

-2.9%

Faster asset growth than 33% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets26th percentile

Assets

Down

$3,448,382

Down $102,094 (-2.9%) from 2010

Net Assets

Down

$3,448,382

Down $102,094 (-2.9%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

$225,974

Up $1,364 (+0.6%) from 2010

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2011

Assets$3,448,382

Liabilities$0

Net Assets$3,448,382

Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2011

Revenue-

Expenses$225,974

Net Income-

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: Apr 16, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay95th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WELLS FARGO BANK NA	Trustee	FT	$39,441	-	$39,441
Ms Martha Guy	Co-Trustee And President	FT	$15,268	-	$15,268
Mr Kelly Johnson	Co-Trustee And Attorney	FT	$15,268	-	$15,268

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	CHARLES A CANNON JR MEM HOSPITAL	GENERAL PURPOSE	PUBLIC CHARITY	LINVILLE, NC, US	$112,632
Paid Grant	AVERY COUNTY MORRISON REGIONAL	GENERAL PURPOSE	PUBLIC CHARITY	NEWLAND, NC, US	$40,291

Filing and Contact Details

Filer

EIN: 56-6093800

Raw XML AppendixShowing 400 of 448 raw XML fields

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

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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	136. ISHARES BARCLAYS AGGREGATE BOND FUND
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	WELLS FARGO BANK NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	Ms Martha Guy
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	Mr Kelly Johnson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	Co-Trustee and President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	Co-Trustee and Attorney
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	1525 West WT Harris Blvd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	PO Box 669
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	Box 520
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	Charlotte
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	Newland
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	Newland
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	2	NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	282881114
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	28657
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	2	28657
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k	0	0
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	174920
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	174108
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.049469
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.050585
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.057601
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.045357
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.046162
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.047638
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	3519570
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	3409064
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	3159285
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	3651956
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	4231686
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	3997283
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	812
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	193521
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	172447
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	181979
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	165640
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	195343
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	190423
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.247343
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	192709
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest	0	0
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest	0	0
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	193521
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	812
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal	0	0
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	193521
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	3367478002
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	ONE WEST 4TH STREET D4000-062
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	WINSONSALEM
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	271014000
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG	0	true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	NC
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	NONE
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	112632
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	40291
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	GENERAL PURPOSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	CHARLES A CANNON JR MEM HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	AVERY COUNTY MORRISON REGIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine2	0	PUBLIC LIBRARY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	PO BOX 767
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	150 LIBRARY PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	LINVILLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	NEWLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	28646
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	28657
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	152923
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	40598
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	152923
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	175167
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	0
IRS990PF/UndistributedIncome/ExcessFromYear1	0	0
IRS990PF/UndistributedIncome/ExcessFromYear2	0	0
IRS990PF/UndistributedIncome/ExcessFromYear3	0	0
IRS990PF/UndistributedIncome/ExcessFromYear4	0	0
IRS990PF/UndistributedIncome/PriorYear1	0	2009
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	193521
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $3,448,382
Liabilities: $0
Net assets: $3,448,382
Revenue: -
Expenses: $225,974
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2018Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.66	$3.85	$3.19
2015Summary only. Only limited summary data is available for this year.	$2.99	$0.00		$0.10	$0.31	$0.21
2014Summary only. Only limited summary data is available for this year.	$3.19	$0.00		$0.27	$0.31	$0.04
2013Summary only. Only limited summary data is available for this year.	$3.20	$0.00		$0.12	$0.25	$0.12
2012Detailed filing. Detailed filing data is available for this year.	$3.32	$0.00	$3.32		$0.22
2011Detailed filing. Detailed filing data is available for this year.	$3.45	$0.00	$3.45		$0.23
2010Detailed filing. Detailed filing data is available for this year.	$3.55	$0.00	$3.55		$0.22