Civic Intelligence

Myrtle Copenhaver Chaley Trust

990PF • Fiscal year 2016 • EIN 58-6325609

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 15, 2017

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(800) 352-3705

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

100th percentile

1076%

Higher net margin than 100% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$42,584

Higher top officer pay than 54% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

13th percentile

-8.3%

Faster asset growth than 13% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,488,794

Down $226,368 (-8.3%) from 2015

Net Assets

Down

$2,488,794

Down $226,368 (-8.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$21,069

Down $91,135 (-130%) from 2015

Expenses

Down

$205,702

Down $3,037 (-1.5%) from 2015

Net Income

Down

-$226,771

Down $88,098 (-64%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,921,151Liabilities 2011: $0Net Assets 2011: $2,921,1512011Assets 2012: $2,888,582Liabilities 2012: $0Net Assets 2012: $2,888,5822012Assets 2013: $2,872,528Liabilities 2013: $0Net Assets 2013: $2,872,5282013Assets 2014: $2,849,390Liabilities 2014: $0Net Assets 2014: $2,849,3902014Assets 2015: $2,715,162Liabilities 2015: $0Net Assets 2015: $2,715,1622015Assets 2016: $2,488,794Liabilities 2016: $0Net Assets 2016: $2,488,7942016Assets 2017: $2,457,577Liabilities 2017: $0Net Assets 2017: $2,457,5772017Assets 2019: $2,440,571Liabilities 2019: $02019Assets 2020: $2,365,817Liabilities 2020: $0Net Assets 2020: $2,365,8172020Assets 2021: $2,450,291Liabilities 2021: $0Net Assets 2021: $2,450,2912021Assets 2022: $2,198,049Liabilities 2022: $0Net Assets 2022: $2,198,0492022Assets 2023: $2,418,214Liabilities 2023: $0Net Assets 2023: $2,418,2142023Assets 2024: $2,785,255Liabilities 2024: $0Net Assets 2024: $2,785,2552024

Highlighted filing

2016

Assets$2,488,794
Liabilities$0
Net Assets$2,488,794
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2011: $205,5122011Expenses 2012: $185,9482012Revenue 2013: $183,803Expenses 2013: $201,110Net Income 2013: -$17,3072013Revenue 2014: $207,989Expenses 2014: $227,581Net Income 2014: -$19,5922014Revenue 2015: $70,066Expenses 2015: $208,739Net Income 2015: -$138,6732015Revenue 2016: -$21,069Expenses 2016: $205,702Net Income 2016: -$226,7712016Revenue 2017: $179,736Expenses 2017: $211,027Net Income 2017: -$31,2912017Revenue 2019: $189,469Expenses 2019: $219,373Net Income 2019: -$29,9042019Revenue 2020: $134,958Expenses 2020: $209,303Net Income 2020: -$74,3452020Revenue 2021: $289,270Expenses 2021: $203,554Net Income 2021: $85,7162021Revenue 2022: -$31,748Expenses 2022: $218,785Net Income 2022: -$250,5332022Revenue 2023: $423,733Expenses 2023: $201,872Net Income 2023: $221,8612023Revenue 2024: $575,214Expenses 2024: $210,427Net Income 2024: $364,7872024

Highlighted filing

2016

Revenue-$21,069
Expenses$205,702
Net Income-$226,771
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrustee-$42,584-$42,584
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantEMORY AND HENRY COLLEGE ONE GARNAND DRIVE RON HUIATTGENERAL SUPPORTPCEMORY, VA, US$40,000
Paid GrantPEE DEE COUNCIL OF BSA INC ATTENTION BARRY MCDONALDGENERAL SUPPORTPCFLORENCE, SC, US$26,672
Paid GrantCOKER COLLEGE ATTN ROBIN PERDUEGENERAL SUPPORTPCHARTSVILLE, SC, US$26,672
Paid GrantPRESBYTERIAN HOME OF SC ATTN ASHLEY TAYLOR CFOGENERAL SUPPORTPCCOLUMBIA, SC, US$26,672
Paid GrantST BARTHOLOMEWS EPISCOPAL CHURCH ATTN TREASURERGENERAL SUPPORTPCHARTSVILLE, SC, US$26,672
Paid GrantTHOMPSON CHILD & FAMILY FOCUSGENERAL PURPOSEPCMATTHEWS, NC, US$13,328
Filing and Contact Details

Filer

Filer Name
Tw Myrtle C Chaley Trust
EIN
58-6325609
Phone
8003523705
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2017-04-15
Raw XML AppendixShowing 400 of 497 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6922031760 VANGUARD HIGH YIELD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10413838202 OAKMARK INTERNATIONA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11256206103 DODGE & COX INT'L ST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12683974604 OPPENHEIMER DEVELOPI
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc565805.577 WESTERN ASSET SHRT-TRM BND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc612239.583 WESTERN ASSET SHRT-TRM BND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71949.705 PIMCO FOREIGN BD FD USD H-INST #103
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc85913.867 PIMCO EMERG MKTS BD-INST #137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc92472.799 PIMCO EMERG MKTS BD-INST #137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102775. ETRACS ALERIAN MLP UBS AG LDN BR ETN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-01-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-104046
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-226771
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02350
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02753
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02491144
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02715162
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02488794
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0157170
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0157170
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0157170
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0157594
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0424
IRS990PF/DistributableAmountGrp/TotalTaxAmt0424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0340
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0764
IRS990PF/FMVAssetsEOYAmt03232467
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02715162
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02488794
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0758603
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0729309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0724594
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01739634
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01682814
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02431202
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0216925
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt076671
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt076671
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02715162
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02488794
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03232467
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02715162
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02488794
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02715162
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02488794
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03199886
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0123459
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03076427
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt047998
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0157594
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03151888
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03199886
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt042584
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01525 W WT HARRIS BLVD D1114-044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028288
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0156025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0156449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0165554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0176867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0157762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0153419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0179477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.047836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.055361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0424
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03151888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03386683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03575575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03432256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03207171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03241929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0165274
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247511
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0164850
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0165274
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0424
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0165274
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/AddressLine1Txt0100 NORTH MAIN STREET 6TH FLOOR D40
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINSTONSALEM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0SC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08003523705
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113328
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt226672
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt326672
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt426672
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt526672
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0EMORY AND HENRY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THOMPSON CHILD & FAMILY FOCUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PEE DEE COUNCIL OF BSA INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COKER COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PRESBYTERIAN HOME OF SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5ST BARTHOLOMEWS EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0ONE GARNAND DRIVE RON HUIATT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt1ATTENTION BARRY MCDONALD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt2ATTN ROBIN PERDUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt3ATTN ASHLEY TAYLOR CFO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt4ATTN TREASURER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16800 ST PETERS LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 268
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3300 EAST COLLEGE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42817 ASHLAND ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5103 CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EMORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MATTHEWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FLORENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HARTSVILLE

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,488,794
Liabilities
$0
Net assets
$2,488,794
Revenue
-$21,069
Expenses
$205,702
Net income
-$226,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.58$0.21$0.36
2023Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.42$0.20$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.03$0.22$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.29$0.20$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.13$0.21$0.07
2019Summary only. Only limited summary data is available for this year.$2.44$0.00$0.19$0.22$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.18$0.21$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.02$0.21$0.23
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.07$0.21$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.21$0.23$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.18$0.20$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.19
2011Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.21