Civic Intelligence

Lucile W Kerr Trust U/W

990PF • Fiscal year 2013 • EIN 57-6079684

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 16, 2014

Organization Profile
1525 W Wt Harris Blvd D1114-04428262

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

15th percentile

-29%

Higher net margin than 15% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

65th percentile

$16,766

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

33rd percentile

-2.0%

Faster asset growth than 33% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$930,506

Down $18,675 (-2.0%) from 2012

Net Assets

Down

$930,506

Down $18,675 (-2.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin15th percentile

Revenue

$65,245

No earlier filing loaded for comparison.

Expenses

Up

$84,456

Up $5,185 (+6.5%) from 2012

Net Income

-$19,211

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.

$1.0M$500K$0Assets 2010: $944,644Liabilities 2010: $0Net Assets 2010: $944,6442010Assets 2011: $956,163Liabilities 2011: $0Net Assets 2011: $956,1632011Assets 2012: $949,181Liabilities 2012: $0Net Assets 2012: $949,1812012Assets 2013: $930,506Liabilities 2013: $0Net Assets 2013: $930,5062013Assets 2014: $907,381Liabilities 2014: $0Net Assets 2014: $907,3812014Assets 2015: $850,412Liabilities 2015: $0Net Assets 2015: $850,4122015Assets 2016: $799,351Liabilities 2016: $0Net Assets 2016: $799,3512016Assets 2017: $836,013Liabilities 2017: $0Net Assets 2017: $836,0132017Assets 2018: $818,885Liabilities 2018: $0Net Assets 2018: $818,8852018Assets 2019: $801,855Liabilities 2019: $0Net Assets 2019: $801,8552019Assets 2020: $801,420Liabilities 2020: $0Net Assets 2020: $801,4202020Assets 2021: $843,354Liabilities 2021: $0Net Assets 2021: $843,3542021Assets 2022: $772,367Liabilities 2022: $0Net Assets 2022: $772,3672022Assets 2023: $797,780Liabilities 2023: $0Net Assets 2023: $797,7802023Assets 2024: $946,880Liabilities 2024: $0Net Assets 2024: $946,8802024

Highlighted filing

2013

Assets$930,506
Liabilities$0
Net Assets$930,506
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $56,7332010Expenses 2011: $62,3002011Expenses 2012: $79,2712012Revenue 2013: $65,245Expenses 2013: $84,456Net Income 2013: -$19,2112013Revenue 2014: $63,817Expenses 2014: $85,220Net Income 2014: -$21,4032014Revenue 2015: $23,976Expenses 2015: $82,760Net Income 2015: -$58,7842015Revenue 2016: $9,262Expenses 2016: $57,057Net Income 2016: -$47,7952016Revenue 2017: $97,314Expenses 2017: $61,560Net Income 2017: $35,7542017Revenue 2018: $49,437Expenses 2018: $67,537Net Income 2018: -$18,1002018Revenue 2019: $47,529Expenses 2019: $64,116Net Income 2019: -$16,5872019Revenue 2020: $64,672Expenses 2020: $64,778Net Income 2020: -$1062020Revenue 2021: $100,141Expenses 2021: $57,338Net Income 2021: $42,8032021Revenue 2022: $3,780Expenses 2022: $73,907Net Income 2022: -$70,1272022Revenue 2023: $116,075Expenses 2023: $68,650Net Income 2023: $47,4252023Revenue 2024: $194,119Expenses 2024: $65,961Net Income 2024: $128,1582024

Highlighted filing

2013

Revenue$65,245
Expenses$84,456
Net Income-$19,211
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 16, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$16,766-$16,766
Filing and Contact Details

Filer

EIN
57-6079684
Phone
8003523705

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2014-04-16
Raw XML AppendixShowing 400 of 506 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72011-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102009-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132011-11-17
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1111006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt068574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113062
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt313462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt628880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt710000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt833419
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1010000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1140658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1253585
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1310000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01050. ISHARES MSCI EAFE INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200. ISHARES MSCI EAFE INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250. ISHARES MIDCAP INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100. ISHARES MIDCAP INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4444.444 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5884.956 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc62361.426 PIMCO FDS PAC INVT MGMT REAL RETURN BD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71721.17 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc86065.217 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc979.671 PIMCO COMMODITY REAL RET STRAT-I#45
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10277.701 ROWE T PRICE SMALL CAP STOCK FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111716.247 ROWE T PRICE REAL ESTATE FD COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc128871.736 VANGUARD HIGH YIELD CORP-ADM #529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13851.789 WESTERN ASSET CORE PLUS BOND-I #287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-11-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt037625
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-19211
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02142
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02678
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0932648
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0949181
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0930506
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt054800
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt054800
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt054800
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt055292
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0492
IRS990PF/DistributableAmountGrp/TotalTaxAmt0492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0596
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0492
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0596
IRS990PF/FMVAssetsEOYAmt01148945
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0949181
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0930506
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0284465
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0282425
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0635634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0622137
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0842616
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0294686
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018861
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt023904
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt023904
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0949181
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0930506
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01148945
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0949181
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0930506
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0949181
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0930506
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01122689
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015450
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01107239
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016840
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt055292
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01105849
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01122689
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt016766
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine101525 WEST WT HARRIS BLVD D1114-044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0282885709
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt059640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt060132
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt062459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt048751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt047043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt054600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt063658
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.058941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046009
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.062148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057962
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01105849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01059686
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01093209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01022472
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0878542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01098269
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt068677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.269654
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt068185
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt068677
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0492
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt068677
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10ONE WEST 4TH STREET D4000-062
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0WINSTON SALEM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0271014000
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0SC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08003523705
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt022000

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$930,506
Liabilities
$0
Net assets
$930,506
Revenue
$65,245
Expenses
$84,456
Net income
-$19,211
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.47$0.00$9.47$1.94$0.66$1.28
2023Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$1.16$0.69$0.47
2022Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.04$0.74$0.70
2021Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$1.00$0.57$0.43
2020Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.65$0.65$0.00
2019Detailed filing. Detailed filing data is available for this year.$8.02$0.00$8.02$0.48$0.64$0.17
2018Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.49$0.68$0.18
2017Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.97$0.62$0.36
2016Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.09$0.57$0.48
2015Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.24$0.83$0.59
2014Detailed filing. Detailed filing data is available for this year.$9.07$0.00$9.07$0.64$0.85$0.21
2013Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.65$0.84$0.19
2012Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$0.79
2011Detailed filing. Detailed filing data is available for this year.$9.56$0.00$9.56$0.62
2010Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$0.57