Civic Intelligence

Stephen Knight Pond Foundation

990PF • Fiscal year 2011 • EIN 58-1648777

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 26, 2012

PO Box 1085827404-0858
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M 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

65th percentile

$0

Higher top officer pay than 65% of similar nonprofits.

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

Asset Growth

28th percentile

-3.9%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$3,127,541

Down $126,145 (-3.9%) from 2010

Net Assets

Down

$3,127,541

Down $126,145 (-3.9%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$170,754

Up $79,183 (+86%) 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.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,253,686Liabilities 2010: $0Net Assets 2010: $3,253,6862010Assets 2011: $3,127,541Liabilities 2011: $0Net Assets 2011: $3,127,5412011Assets 2012: $4,160,335Liabilities 2012: $0Net Assets 2012: $4,160,3352012Assets 2013: $4,138,301Liabilities 2013: $1Net Assets 2013: $4,138,3012013Assets 2014: $4,450,160Liabilities 2014: $1Net Assets 2014: $4,450,1602014Assets 2015: $4,289,222Liabilities 2015: $1Net Assets 2015: $4,289,2222015Assets 2016: $4,961,643Liabilities 2016: $0Net Assets 2016: $4,961,6432016Assets 2017: $5,814,358Liabilities 2017: $0Net Assets 2017: $5,814,3582017Assets 2018: $5,626,315Liabilities 2018: $0Net Assets 2018: $5,626,3152018Assets 2019: $6,194,555Liabilities 2019: $1Net Assets 2019: $6,194,5552019Assets 2020: $5,555,784Liabilities 2020: $1Net Assets 2020: $5,555,7842020Assets 2021: $7,934,686Liabilities 2021: $1Net Assets 2021: $7,934,6862021Assets 2022: $7,377,850Liabilities 2022: $1Net Assets 2022: $7,377,8502022Assets 2023: $6,900,539Liabilities 2023: $1Net Assets 2023: $6,900,5392023Assets 2024: $7,308,956Liabilities 2024: $0Net Assets 2024: $7,308,9562024

Highlighted filing

2011

Assets$3,127,541
Liabilities$0
Net Assets$3,127,541

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $91,5712010Expenses 2011: $170,7542011Expenses 2012: $32,4162012Revenue 2013: $84,493Expenses 2013: $106,527Net Income 2013: -$22,0342013Revenue 2014: $507,856Expenses 2014: $195,997Net Income 2014: $311,8592014Revenue 2015: $62,484Expenses 2015: $223,422Net Income 2015: -$160,9382015Revenue 2016: $960,193Expenses 2016: $287,772Net Income 2016: $672,4212016Revenue 2017: $1,148,785Expenses 2017: $296,070Net Income 2017: $852,7152017Revenue 2018: $131,477Expenses 2018: $319,520Net Income 2018: -$188,0432018Revenue 2019: $868,780Expenses 2019: $300,540Net Income 2019: $568,2402019Revenue 2020: $222,161Expenses 2020: $365,452Net Income 2020: -$143,2912020Revenue 2021: $2,744,057Expenses 2021: $365,155Net Income 2021: $2,378,9022021Revenue 2022: -$21,035Expenses 2022: $535,801Net Income 2022: -$556,8362022Revenue 2023: $113,230Expenses 2023: $590,541Net Income 2023: -$477,3112023Revenue 2024: $1,057,333Expenses 2024: $648,916Net Income 2024: $408,4172024

Highlighted filing

2011

Revenue-
Expenses$170,754
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 26, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN K PONDPresident, Director-$0--
JAMES T WILLIAMS JRSecretary, Director-$0--
PETER R FRANKDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHARVARD BUSINESS SCHOOLGENERAL FUND509(A)(1)-(3) PUBLICBOSTON, MA, US$100,000
Paid GrantFASHION INSTITUTE OF TECHNOLOGY FOUNDATIONEDUCATION FOUNDATION FOR FASHION INDUSTRY509(A)(1)-(3) PUBLICNEW YORK, NY, US$50,000
Paid GrantWALTER PAYTON COLLEGE PREPPAYTON PREP INITIATIVE FOR EDUCATION509(A)(1)-(3) PUBLICCHICAGO, IL, US$5,614
Paid GrantCOLLEGE OF CHARLESTON FOUNDATIONGENERAL FUND509(A)(1)-(3) PUBLICCHARLESTON, SC, US$5,000
Paid GrantAFTER BREAST CANCER DIAGNOSISUNRESTRICTED509(A)(1)-(3) PUBLICWEST ALLIS, WI, US$1,000
Paid GrantFRANKLIN COUNTY HISTORICAL & MUSEUM SOCIETYUNRESTRICTED509(A)(1)-(3) PUBLICMALONE, NY, US$50
Filing and Contact Details

Filer

EIN
58-1648777
Raw XML AppendixShowing 400 of 566 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.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount02687
AccountingFeesSchedule/AccountingFees/Category0PREP OF FORM 990-PF
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02687
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue01561
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1371
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue21092
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue31988
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4595
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue5440
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue6475
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue71127
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue8707
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue91195
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue101581
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue11745
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue121466
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue132419
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue141276
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue15342
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue161324
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue17758
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue181173
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue192315
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue202106
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue211080
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue221089
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue23934
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue24382
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue25625
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue261410
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue27905
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue28779
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue291262
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue301016
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue31368
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue32455
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue33669
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue34905
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue35866
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue36469
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue372539
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue381119
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue392223
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue40690
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue411045
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue42121746
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4389666
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue44108402
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue4586831
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue46783
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue47401
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue481153
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue491021
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue50809
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue51501
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue521306
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue53754
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue541157
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue551081
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue561223
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue571131
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue581110
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue592340000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue60895
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue61972
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue622189
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV01548
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV21064
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV32804
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4600
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV5484
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV6479
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV71167
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV8769
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV91131
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV101632
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV11744
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV121465
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV132285
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV141422
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV15364
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV161427
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV17816
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV181233
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV192388
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV202063
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV211084
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV221107
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV23919
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV24411
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV25664
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV261513
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV27919
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV28813
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV291311
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV301080
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV31419
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV32482
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV33666
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV341024
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV35899
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV36499
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV372596
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV381168
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV392100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV40604
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV411087
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV42129674
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV43103928
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4478771
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV4565379
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV46748
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV47401
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV481278
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV491050
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV50826
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV51515
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV521280
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV53781
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV541210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV551150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV561277
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV571202
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV581267
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV59882000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV601004
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV61903
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV622360
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AB FOODS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1ABERTIS INFRASTRUCTURE ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3ACE LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4AJINOMOTO INC ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5AKZO NOBEL NV ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6ALLIANZ AKTIENGES ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7BHP BILLITON PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BARCLAYS PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9BARRICK GOLD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10CARNIVAL CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11CENTURYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CHINA CONSTRUCTION ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13CHINA TELECOM ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16CVS CAREMARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17DETROIT ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18DEUTSCHE POST AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19EAST JAPAN RAIL ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20ENI SPA ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22FIRSTENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23FREEPORT MCMORAN COPPER & GOLD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24GDF SUEZ ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26IMPERIAL TOBACCO LT ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27IBM
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28ITOCHU CORP ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30KON AHOLD ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31KON PHILIP ELEC ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32MACY'S INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33MAGNA INTL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34MARATHON OIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35MCGRAW-HILL COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36MERCK KGAA ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38MUNICH RE GROUP ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39NEWMONT MINING CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40NOBLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41NORDEA BK SWEDEN AB ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42OLD WEST GL SM & MD CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43OLD WESTBURY GL OPPTIES FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44OLD WESTBURY LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45OLD WESTBURY REAL RETRN FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46SK TELECOM ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47SSE PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49SINOPEC/CHINA PETROLEUM & CHEMICAL ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50SUMITOMO MITSUI FIN ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51SUNCORP GROUP ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53TELE2 AB ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54TEVA PHARMACEUTICAL IND LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55TOKYO GAS LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56TOTAL SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57UNILEVER NV ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock59VALLEY FINL CORP VA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock60WESTERN UNION CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock61WHARF HOLDINGS ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock62YUM BRANDS INC
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal00
InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV00
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYBookValue0186653
InvestmentsGovtObligationsSch/USGovtSecuritiesEOYFMV0194153
InvestmentsOtherSchedule2/InvestmentsOther/BookValue049129
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0FOREIGN CURRENCIES
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV048748
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount038967
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount05315
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount0327
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount044609
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA044609
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02687
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02687
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm05315
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0161664
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0161664
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm038967
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss038967
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-126145
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0478991
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm0327
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss0327
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss05315
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome038447
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm06148
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss06148
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm014
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0255
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0164351
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm06162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0170754
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome044609
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses044609
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02687
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm06162
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss09090
IRS990PF/BalanceSheets/CapitalStockBOY00
IRS990PF/BalanceSheets/CapitalStockEOY00
IRS990PF/BalanceSheets/CashBOY011405
IRS990PF/BalanceSheets/CashEOY02609
IRS990PF/BalanceSheets/CashEOYFMV02609
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY02951435
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY02809017
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01324654
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0268767
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0186653
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0194153
IRS990PF/BalanceSheets/InvestmentsOtherBOY00
IRS990PF/BalanceSheets/InvestmentsOtherEOY049129
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV048748
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/PrepaidExpensesBOY0879
IRS990PF/BalanceSheets/PrepaidExpensesEOY0638
IRS990PF/BalanceSheets/PrepaidExpensesEOYFMV0638
IRS990PF/BalanceSheets/RetainedEarningsBOY03253686
IRS990PF/BalanceSheets/RetainedEarningsEOY03127541
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY021200
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY079495
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV079495
IRS990PF/BalanceSheets/TotalAssetsBOY03253686
IRS990PF/BalanceSheets/TotalAssetsEOY03127541
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01650297
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY03253686
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY03127541
IRS990PF/BalanceSheets/TotalNetAssetsBOY03253686
IRS990PF/BalanceSheets/TotalNetAssetsEOY03127541
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome05315
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0473676
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-1826
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss17141
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses0-1826
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses17141
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0471850
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice17141
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-126145
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal03127541
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY03253686
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY03127541
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted087229
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj087229
IRS990PF/DistributableAmount/DistributableAmountBeforeDed087229
IRS990PF/DistributableAmount/MinimumInvestmentReturn087613
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0384
IRS990PF/DistributableAmount/TotalTax0384
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0254
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0638
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0384
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0254
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0384
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0384
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0638
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01650297
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01778934
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances043693
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01734513
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable026684
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0728
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn087613
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01752250
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01778934
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEPHEN K POND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES T WILLIAMS JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2PETER R FRANK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT, DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1SECRETARY, DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1016 GRAYLYN PLACE COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11PO BOX 26000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12500 CAMPUS DRIVE STE 220
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0WINSTONSALEM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1GREENSBORO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2FLORHAM PARK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1NC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2NJ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode027106
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode127420
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode207932
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct078769
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets078385
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.044734
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.052051
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.075755
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.055480
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.016580
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.023802
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets01752250
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101639950
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201695788
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302585881
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear403274760
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear503639735
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0384
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0164351
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1085361
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20128465
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30143465
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4054296
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5086633
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.223668
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0163967
IRS990PF/QualifyingDistributions/ExpensesAndContributions0164351
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0384
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0164351
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LINDA SOLOMON
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03368518318
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10PO BOX 10858
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0GREENSBORO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0NC
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode027404
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$1.06$0.65$0.41
2023Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.11$0.59$0.48
2022Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.02$0.54$0.56
2021Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$2.74$0.37$2.38
2020Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.22$0.37$0.14
2019Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.87$0.30$0.57
2018Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.13$0.32$0.19
2017Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$1.15$0.30$0.85
2016Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.96$0.29$0.67
2015Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.06$0.22$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.51$0.20$0.31
2013Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.08$0.11$0.02
2012Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.03
2011Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.17
2010Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.09