Civic Intelligence

Grantham Charitable Trust Co

990PF • Fiscal year 2019 • EIN 56-6180731

Jan 01, 2019 to Dec 31, 2019 • Filed on May 07, 2020

Organization Profile
PO Box 29522Raleigh, NC 27626

(919) 716-7347

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-62%

Higher net margin than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$23,656

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 33.2% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

27th percentile

-2.6%

Faster asset growth than 27% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

11th percentile

-35%

Faster revenue growth than 11% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,716,685

Down $45,950 (-2.6%) from 2018

Net Assets

Down

$1,716,685

Down $45,950 (-2.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$71,295

Down $38,704 (-35%) from 2018

Expenses

Down

$115,444

Down $3,462 (-2.9%) from 2018

Net Income

Down

-$44,149

Down $35,242 (-396%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,709,653Liabilities 2011: $02011Assets 2012: $1,733,952Liabilities 2012: $02012Assets 2013: $1,744,773Liabilities 2013: $02013Assets 2014: $1,742,349Liabilities 2014: $02014Assets 2015: $1,769,558Liabilities 2015: $02015Assets 2017: $1,774,121Liabilities 2017: $0Net Assets 2017: $1,774,1212017Assets 2018: $1,762,635Liabilities 2018: $0Net Assets 2018: $1,762,6352018Assets 2019: $1,716,685Liabilities 2019: $0Net Assets 2019: $1,716,6852019Assets 2020: $1,727,599Liabilities 2020: $0Net Assets 2020: $1,727,5992020Assets 2021: $1,801,164Liabilities 2021: $12021Assets 2022: $1,737,001Liabilities 2022: $0Net Assets 2022: $1,737,0012022Assets 2023: $1,606,293Liabilities 2023: $12023

Highlighted filing

2019

Assets$1,716,685
Liabilities$0
Net Assets$1,716,685
Open 2019 Filing

Operations Trend

Revenue Growth11th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: $161,407Expenses 2011: $118,747Net Income 2011: $42,6602011Revenue 2012: $144,830Expenses 2012: $121,773Net Income 2012: $23,0572012Revenue 2013: $129,493Expenses 2013: $119,716Net Income 2013: $9,7772013Revenue 2014: $120,278Expenses 2014: $122,659Net Income 2014: -$2,3812014Revenue 2015: $157,567Expenses 2015: $124,727Net Income 2015: $32,8402015Revenue 2017: $123,692Expenses 2017: $113,027Net Income 2017: $10,6652017Revenue 2018: $109,999Expenses 2018: $118,906Net Income 2018: -$8,9072018Revenue 2019: $71,295Expenses 2019: $115,444Net Income 2019: -$44,1492019Revenue 2020: $136,258Expenses 2020: $114,792Net Income 2020: $21,4662020Revenue 2021: $184,008Expenses 2021: $121,178Net Income 2021: $62,8302021Revenue 2022: $67,730Expenses 2022: $129,183Net Income 2022: -$61,4532022Revenue 2023: -$20,964Expenses 2023: $110,754Net Income 2023: -$131,7182023

Highlighted filing

2019

Revenue$71,295
Expenses$115,444
Net Income-$44,149
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST CITIZENS BANKTrusteeFT$23,656-$23,656
Filing and Contact Details

Filer

Filer Name
Grantham Charitable Trust Co
EIN
56-6180731
Phone
9197167347
Address
PO BOX 29522, RALEIGH, NC 27626

Signing Officer

Name
Thomas F Wiggins
Title
SVP
Phone
9197167347
Signed
2020-05-07

Preparer

Firm
Thomson Reuters (tax & Accounting)
Address
9711 FARRAR COURT, RICHMOND, VA 23236
Preparer
Doak Arthur Pfaff
Phone
8047273181
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137INFINITY Q DIVERSIFIED ALPHA F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139V.F. CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140VERISIGN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141WALGREENS BOOTS ALLIANCE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143AMERICAN BEACON GARCIA HAMILTO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144GOLDMAN SACHS ENHANCED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145T ROWE PRICE INSTITUTIONAL EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146KELLNER MERGER FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147EATON VANCE GLOBAL MACRO ABSOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148GLENMEDE SECURED OPTIONS PORTF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149BALTER L/S SMALL CAP EQUITY FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151ARTISAN INTERNATIONAL SMALL MI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152ASHMORE EMERGING MARKETS ACTIV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153BALLIE GIFFORD EMERGING MARKET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154BOEING CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155DEVON ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156DISNEY WALT CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157DUKE ENERGY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158FEDERATED MDT SMALL CAP CORE F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159FIDELITY MID CAP INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160HOME DEPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161IDEXX LABORATORIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162ISHARES MSCI ACWI ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163LOWES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164MARATHOM PETE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165MAXIM INTEGRATED PRODS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166MONDELEZ INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167BALTER INVENOMIC FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168PIMCO STOCKSPLUS SMALL FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169REGENCY CTRS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170SPDR SERIES TR S&P PHARMACEUTI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt171SPDR SER TR S&P OIL & GAS EXPL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172SNAP ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173THERMO FISHER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174VICTORY INTEGRITY DISCOVERY FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175WELLS FARGO CORE BOND FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176WALMART INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01446
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23463
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt56134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt64084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt71916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt811985
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91720
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt103330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133228
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt144416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1513508
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt165358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt177391
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt184649
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt195952
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt201276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2126206
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt394247
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4120263
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt512249
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5571333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt561806
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt571614
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6211854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6361532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt642096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt651281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt661434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6714922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt682822
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt691873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt701209
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt712737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt721329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt731131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt742564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt751808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt761196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt774559
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7812698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt792645
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt803466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt819836
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt831834
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt854180
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt861487
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt921541
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt93130901

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,716,685
Liabilities
$0
Net assets
$1,716,685
Revenue
$71,295
Expenses
$115,444
Net income
-$44,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.61$0.00$0.02$0.11$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.07$0.13$0.06
2021Summary only. Only limited summary data is available for this year.$1.80$0.00$0.18$0.12$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.00$1.73$0.14$0.11$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.07$0.12$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.00$1.76$0.11$0.12$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.12$0.11$0.01
2015Summary only. Only limited summary data is available for this year.$1.77$0.00$0.16$0.12$0.03
2014Summary only. Only limited summary data is available for this year.$1.74$0.00$0.12$0.12$0.00
2013Summary only. Only limited summary data is available for this year.$1.74$0.00$0.13$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$1.73$0.00$0.14$0.12$0.02
2011Summary only. Only limited summary data is available for this year.$1.71$0.00$0.16$0.12$0.04