Civic Intelligence

Dorminy Renard Benevolent Trust

990PF • Fiscal year 2021 • EIN 58-1684049

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 30, 2022

6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

75th percentile

37%

Higher net margin than 75% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$78,156

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 12.8% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

37th percentile

3.5%

Faster asset growth than 37% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

74%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Assets

Up

$5,777,533

Up $194,529 (+3.5%) from 2020

Net Assets

Up

$5,777,533

Up $194,529 (+3.5%) from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue

Up

$611,382

Up $260,903 (+74%) from 2020

Expenses

Up

$385,076

Up $10,728 (+2.9%) from 2020

Net Income

Up

$226,306

Up $250,175 (+1048%) from 2020

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 2011: $6,207,339Liabilities 2011: $02011Assets 2012: $6,067,410Liabilities 2012: $02012Assets 2013: $6,079,635Liabilities 2013: $02013Assets 2014: $6,084,299Liabilities 2014: $02014Assets 2015: $5,879,722Liabilities 2015: $02015Assets 2019: $5,583,871Liabilities 2019: $02019Assets 2020: $5,583,004Liabilities 2020: $1Net Assets 2020: $5,583,0042020Assets 2021: $5,777,533Liabilities 2021: $0Net Assets 2021: $5,777,5332021Assets 2022: $5,970,672Liabilities 2022: $1Net Assets 2022: $5,970,6722022Assets 2023: $5,546,920Liabilities 2023: $1Net Assets 2023: $5,546,9202023Assets 2024: $5,566,426Liabilities 2024: $0Net Assets 2024: $5,566,4262024

Highlighted filing

2021

Assets$5,777,533
Liabilities$0
Net Assets$5,777,533

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $617,424Expenses 2011: $327,542Net Income 2011: $289,8822011Revenue 2012: $219,015Expenses 2012: $332,703Net Income 2012: -$113,6882012Revenue 2013: $319,726Expenses 2013: $303,805Net Income 2013: $15,9212013Revenue 2014: $286,598Expenses 2014: $282,671Net Income 2014: $3,9272014Revenue 2015: $131,005Expenses 2015: $352,144Net Income 2015: -$221,1392015Revenue 2019: $396,742Expenses 2019: $376,489Net Income 2019: $20,2532019Revenue 2020: $350,479Expenses 2020: $374,348Net Income 2020: -$23,8692020Revenue 2021: $611,382Expenses 2021: $385,076Net Income 2021: $226,3062021Revenue 2022: $369,040Expenses 2022: $437,915Net Income 2022: -$68,8752022Revenue 2023: -$24,175Expenses 2023: $385,744Net Income 2023: -$409,9192023Revenue 2024: $395,907Expenses 2024: $376,694Net Income 2024: $19,2132024

Highlighted filing

2021

Revenue$611,382
Expenses$385,076
Net Income$226,306
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 30, 2022
Return Version
2021v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$78,156-$78,156
Filing and Contact Details

Filer

Filer Name
Sw Dorminy Renard Bene Tr
EIN
58-1684049
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2022-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Raw XML Appendix394 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/AccountingFeesDetail/Amt0972
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0139620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1121657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2272015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3115000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4161741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt582550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6140000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7268000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8164737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9106458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10275000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11127953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12244159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13391032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14173935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15106271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16565000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17134513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18270717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1993000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20222899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2186059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22365110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23219370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24411346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0257969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1441216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2367940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3112741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4214777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt597684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt690669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7271904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8266506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9111034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10298842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11335269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12274195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13969171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14211328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15125223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16529202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17216577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18279760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1997305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20296098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2142327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22751519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23198577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24394412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0256206103 DODGE & COX INTL STO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1464287200 ISHARES CORE S & P 5
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm200143W859 INV OPP DEVELOP MRKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm363872T885 ALPHA SIMPLX GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm404314H402 ARTISAN INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5922042858 VANGUARD FTSE EMERGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm600203H859 AQR MANAGED FUTURES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7592905764 METROPOLITAN WEST T/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm846647B404 JPMORGAN MID CAP VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm927830W108 EV GL MACR ABS RTRN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1074256W626 PRINCIPAL HIGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11922908553 VANGUARD REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12256210105 DODGE & COX INCOME F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13411512528 HARBOR CAPITAL APPRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14464287655 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1574925K581 BOSTON P LNG/SHRT RE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GTC996442 CORBIN MULTI STRATEG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1702508H311 AMER CENT SM CAP GRW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18921937835 VANGUARD TOTAL BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1900888Y847 INVESCO BAL RSK COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2004314H600 ARTISAN MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2122544R305 CREDIT SUISSE COMM R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2255273H353 MFS VALUE FUND-R6 48
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2378463X863 SPDR DJ WILSHIRE INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2431641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt063872T885 ALPHA SIMPLX GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100203H859 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2922042858 VANGUARD FTSE EMERGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3592905764 METROPOLITAN WEST T/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt474925K581 BOSTON P LNG/SHRT RE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt504314H600 ARTISAN MID CAP FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt655273H353 MFS VALUE FUND-R6 48
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt722544R305 CREDIT SUISSE COMM R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt904314H402 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10921937835 VANGUARD TOTAL BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287200 ISHARES CORE S & P 5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1278463X863 SPDR DJ WILSHIRE INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13256206103 DODGE & COX INTL STO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1500143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1600888Y847 INVESCO BAL RSK COMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17GTC996442 CORBIN MULTI STRATEG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1831641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19411512528 HARBOR CAPITAL APPRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2174256W626 PRINCIPAL HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2202508H311 AMER CENT SM CAP GRW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2327830W108 EV GL MACR ABS RTRN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2446647B404 JPMORGAN MID CAP VAL
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0237579
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0373803
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0611382
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0611382
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0972
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0972
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0373803
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07816
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt070340
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt078156
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0234664
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0237579
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0226306
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0373803
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0373803
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0536752
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01375
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05948
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0308788
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt071715
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0385076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0608467
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0611382
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08788
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt071715
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt085076
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0373803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0373803
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0226306
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt031777
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05809310
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05583004
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05777533
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0368497
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0368497
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0368497
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0375958
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07461
IRS990PF/DistributableAmountGrp/TotalTaxAmt07461
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03936
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07461
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07461
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07461
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03525
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03936
IRS990PF/FMVAssetsEOYAmt07771636
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05583004
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05777533
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06667
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05258142
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07252245
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05262215
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0314122
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0519391
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0519391
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05583004
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05777533
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07771636
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05583004
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05777533
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05583004
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05777533
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07633658
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0224674
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07408984
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0114505
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0375958
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07519153
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07633658
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt078156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100 N MAIN ST MAC D4001-117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINSTON SALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027101
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0308788
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0308788
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt0100 N MAIN ST MAC D4001-117
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINSTON SALEM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08887304933
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0110 N CORCORAN ST STE 200 K SMEDLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0277080600
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020759
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0288029
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0368497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0308788
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0347738
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0288029
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04072
OtherDecreasesSchedule/OtherDecreasesDetail/Amt127213
OtherDecreasesSchedule/OtherDecreasesDetail/Amt218
OtherDecreasesSchedule/OtherDecreasesDetail/Amt3474
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PY RETURN OF CAPITAL ADJ
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1MUTUAL FUND TIMING ADJ
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2ROUNDING
OtherDecreasesSchedule/OtherDecreasesDetail/Desc3COST BASIS ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0652
TaxesSchedule/TaxesDetail/Amt1637
TaxesSchedule/TaxesDetail/Amt23936
TaxesSchedule/TaxesDetail/Amt3100
TaxesSchedule/TaxesDetail/Amt4623
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt4FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt40
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0652
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3100
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt4623
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SW DORMINY RENARD BENE TR
ReturnHeader/Filer/BusinessNameControlTxt0DORM
ReturnHeader/Filer/EIN0581684049
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt06325 S RAINBOW BLVD STE 300
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089118
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH J CASTRIANO
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-11T10:00:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings