Civic Intelligence

Harriett Marks Scholarship Trust

990PF • Fiscal year 2013 • EIN 56-6115020

Apr 01, 2012 to Mar 31, 2013 • Filed on May 09, 2013

Organization Profile
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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

78th percentile

$2,650

Higher top officer pay than 78% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

53rd percentile

1.9%

Faster asset growth than 53% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$129,193

Up $2,466 (+1.9%) from 2012

Net Assets

Up

$129,193

Up $2,466 (+1.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$9,944

Down $820 (-7.6%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$150K$100K$50K$0Assets 2011: $130,985Liabilities 2011: $0Net Assets 2011: $130,9852011Assets 2012: $126,727Liabilities 2012: $0Net Assets 2012: $126,7272012Assets 2013: $129,193Liabilities 2013: $0Net Assets 2013: $129,1932013Assets 2014: $143,372Liabilities 2014: $0Net Assets 2014: $143,3722014Assets 2015: $141,617Liabilities 2015: $0Net Assets 2015: $141,6172015Assets 2016: $135,923Liabilities 2016: $0Net Assets 2016: $135,9232016Assets 2017: $130,886Liabilities 2017: $0Net Assets 2017: $130,8862017Assets 2019: $125,765Liabilities 2019: $0Net Assets 2019: $125,7652019Assets 2020: $123,209Liabilities 2020: $0Net Assets 2020: $123,2092020Assets 2021: $134,448Liabilities 2021: $0Net Assets 2021: $134,4482021Assets 2022: $136,495Liabilities 2022: $0Net Assets 2022: $136,4952022Assets 2023: $129,616Liabilities 2023: $0Net Assets 2023: $129,6162023Assets 2024: $125,802Liabilities 2024: $12024Assets 2025: $124,058Liabilities 2025: $0Net Assets 2025: $124,0582025

Highlighted filing

2013

Assets$129,193
Liabilities$0
Net Assets$129,193
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10KExpenses 2011: $10,2562011Expenses 2012: $10,7642012Expenses 2013: $9,9442013Revenue 2014: $24,111Expenses 2014: $10,125Net Income 2014: $13,9862014Revenue 2015: $8,830Expenses 2015: $10,622Net Income 2015: -$1,7922015Revenue 2016: $4,288Expenses 2016: $9,999Net Income 2016: -$5,7112016Revenue 2017: $4,561Expenses 2017: $9,572Net Income 2017: -$5,0112017Revenue 2019: $7,023Expenses 2019: $9,825Net Income 2019: -$2,8022019Revenue 2020: $6,689Expenses 2020: $9,449Net Income 2020: -$2,7602020Revenue 2021: $20,834Expenses 2021: $9,537Net Income 2021: $11,2972021Revenue 2022: $13,280Expenses 2022: $11,171Net Income 2022: $2,1092022Revenue 2023: -$142Expenses 2023: $6,727Net Income 2023: -$6,8692023Revenue 2024: $2,784Expenses 2024: $6,593Net Income 2024: -$3,8092024Revenue 2025: $6,846Expenses 2025: $8,561Net Income 2025: -$1,7152025

Highlighted filing

2013

Revenue-
Expenses$9,944
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
May 9, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,650-$2,650
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNC CHARLETTE - CAITLYN MCOLLEGE SCHOLARSHIPN/ACHARLOTTE, NC, US$1,801
Paid GrantUNC CHAPEL HILL - THOMAS C BODOCOLLEGE SCHOLARSHIPN/ACHAPEL HILL, NC, US$1,801
Paid GrantBARTON COLLEGE - HOLLY LAFONDCOLLEGE SCHOLARSHIPN/AWILSON, NC, US$1,801
Paid GrantAPPALACHIAN STATE UNIVERSITYSCHOLARSHIPEXEMPTBOONE, NC, US$1,801
Filing and Contact Details

Filer

EIN
56-6115020
Raw XML Appendix383 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/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0NC
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0STATE FINANCIAL NEEDS AND SCHOLASTIC ACHIEVEMENTS
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0BBT SASG GROUP - ATTN KIM LAMM
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02522464633
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 2907
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WILSON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode0278942907
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0GRADUATES OF NEW BERN HIGH SCHOOL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APPLICATIONS SHOULD BE SUBMITTED BEFORE GRADUATION
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount21801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31801
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2COLLEGE SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNC CHARLETTE - CAITLYN M
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11UNC CHAPEL HILL - THOMAS C BODO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12BARTON COLLEGE - HOLLY LAFOND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13APPALACHIAN STATE UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20FBO KATHERINE BARLOW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine109201 UNIVERSITY CITY BLVD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11CB 2200 JACKSON HALL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13287 RIVERS ST SUITE A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CHARLOTTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1CHAPEL HILL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2WILSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3BOONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3NC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0282230001
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1275992200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode227893
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode328608
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear07204
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear026
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear107204
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted07128
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions07230
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY07102
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear07204
OtherDecreasesSchedule/OtherDecreases/Amount040
OtherDecreasesSchedule/OtherDecreases/Description0DIFF IN MUTUAL FDS REC/REPORTED
OtherIncreasesSchedule/OtherIncreases/Amount03
OtherIncreasesSchedule/OtherIncreases/Description0ADJUSTMENT FOR ROUNDING
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0566115020
ReturnHeader/Filer/Name/BusinessNameLine10HARRIETT MARKS SCHOLARSHIP TRUST
ReturnHeader/Filer/NameControl0MARK
ReturnHeader/Filer/Phone02522464633
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 2907 - TRUST TAX DEPT
ReturnHeader/Filer/USAddress/City0WILSON
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode0278942907
ReturnHeader/Officer/DateSigned02013-05-09
ReturnHeader/Officer/Name0BRANCH BANKING TRUST CO TRUSTEE
ReturnHeader/Officer/Phone02522464633
ReturnHeader/Officer/Title0Vice President
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-04-01
ReturnHeader/TaxPeriodEndDate02013-03-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-10T11:07:05-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,193
Liabilities
$0
Net assets
$129,193
Revenue
-
Expenses
$9,944
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.07$0.09$0.02
2024Summary only. Only limited summary data is available for this year.$1.26$0.00$0.03$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.00$0.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.13$0.11$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.21$0.10$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.07$0.09$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.07$0.10$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.05$0.10$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.04$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.09$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.24$0.10$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.10