Civic Intelligence

Myrtle Copenhaver Chaley Trust

990PF • Fiscal year 2014 • EIN 58-6325609

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

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

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

23rd percentile

-9.4%

Higher net margin than 23% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

54th percentile

$47,180

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

37th percentile

-0.8%

Faster asset growth than 37% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,849,390

Down $23,138 (-0.8%) from 2013

Net Assets

Down

$2,849,390

Down $23,138 (-0.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin23rd percentile

Revenue

Up

$207,989

Up $24,186 (+13%) from 2013

Expenses

Up

$227,581

Up $26,471 (+13%) from 2013

Net Income

Down

-$19,592

Down $2,285 (-13%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2014

Assets$2,849,390
Liabilities$0
Net Assets$2,849,390
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

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

2014

Revenue$207,989
Expenses$227,581
Net Income-$19,592
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$47,180-$47,180
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
2015-05-07
Raw XML AppendixShowing 400 of 561 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt310757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt429269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1388
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-2021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt88087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt913726
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt104502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1229485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0107721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt280000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt327884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt475756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt578807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt683612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt792979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt820000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt940000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1030000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1179605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc07909. ABERDEEN EMERG MARKETS-INST #5840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16792.059 ASHMORE EMERG MKTS CR DB-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23089.996 OAKMARK INTERNATIONAL FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3175. ISHARES MIDCAP INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4475. ISHARES MIDCAP INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc57263.307 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc67713.249 PIONEER HIGH YIELD FD-Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc710577.826 PUTNAM FLOATING RATE INC FUND #1857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8289.352 ROWE T PRICE BLUE CHIP GROWTH FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9897.062 ROWE T PRICE SMALL CAP STOCK FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101203.369 ROWE T PRICE REAL ESTATE FD COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1110000. MLN ELEMENTS ROGERS TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12699.35 VANGUARD 500 INDEX FUND-SIGN FD 1340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0120787
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-19592
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08043
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt04497
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02857433
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02872528
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02849390
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0177148
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0177148
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0177148
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0178779
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01631
IRS990PF/DistributableAmountGrp/TotalTaxAmt01631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02828
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02828
IRS990PF/FMVAssetsEOYAmt03537883
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02872528
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02849390
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0906316
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0787708
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0777050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01916468
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01831469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02530620
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049744
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0230213
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0230213
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02872528
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02849390
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03537883
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02872528
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02849390
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02872528
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02849390
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03630025
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt069063
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03560962
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt054450
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0178779
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03575575
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03630025
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt047180
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/AdjNetVlNoncharitableAssetsAmt0164863
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0166494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0157762
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0153419
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0179477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0160161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt085967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.046108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047836
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.032695
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03575575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03432256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03207171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03241929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03289814
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02629364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0178498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.230541
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0176867
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0178498
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01631
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0178498
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/AddressLine1Txt01 WEST 4TH STREET 6TH FLOOR
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

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,849,390
Liabilities
$0
Net assets
$2,849,390
Revenue
$207,989
Expenses
$227,581
Net income
-$19,592
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