Civic Intelligence

Frances R Wertzberger Trust

EIN 59-7158689 • Raleigh, NC

2004 Alexander RoadRaleigh, NC 27608
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.00x

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

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

85th percentile

0.00x

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

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Net Margin

71st percentile

37%

Higher net margin than 71% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

85th percentile

$6,000

Higher top officer pay than 85% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Source year 2025

Asset Growth

73rd percentile

6.2%

Faster asset growth than 73% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

118%

Faster revenue growth than 78% of similar nonprofits.

NTEE T20 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$666,166

Up $38,944 (+6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$666,166

Up $38,944 (+6.2%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin71st percentile

Revenue

Up

$106,235

Up $57,454 (+118%) from 2023

Expenses

Down

$67,291

Down $15,855 (-19%) from 2023

Net Income

Up

$38,944

Up $73,309 (+213%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $613,880Liabilities 2010: $0Net Assets 2010: $613,8802010Assets 2011: $596,874Liabilities 2011: $0Net Assets 2011: $596,8742011Assets 2012: $591,082Liabilities 2012: $0Net Assets 2012: $591,0822012Assets 2013: $613,302Liabilities 2013: $0Net Assets 2013: $613,3022013Assets 2014: $643,486Liabilities 2014: $0Net Assets 2014: $643,4862014Assets 2015: $653,844Liabilities 2015: $0Net Assets 2015: $653,8442015Assets 2016: $642,539Liabilities 2016: $0Net Assets 2016: $642,5392016Assets 2017: $647,994Liabilities 2017: $0Net Assets 2017: $647,9942017Assets 2018: $666,384Liabilities 2018: $0Net Assets 2018: $666,3842018Assets 2019: $705,447Liabilities 2019: $0Net Assets 2019: $705,4472019Assets 2020: $666,418Liabilities 2020: $0Net Assets 2020: $666,4182020Assets 2021: $680,248Liabilities 2021: $0Net Assets 2021: $680,2482021Assets 2022: $661,587Liabilities 2022: $0Net Assets 2022: $661,5872022Assets 2023: $627,222Liabilities 2023: $0Net Assets 2023: $627,2222023Assets 2024: $666,166Liabilities 2024: $0Net Assets 2024: $666,1662024

Highlighted filing

2024

Assets$666,166
Liabilities$0
Net Assets$666,166
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KExpenses 2010: $27,5512010Expenses 2011: $35,5872011Expenses 2012: $45,2352012Revenue 2013: $69,511Expenses 2013: $46,996Net Income 2013: $22,5152013Revenue 2014: $82,731Expenses 2014: $51,820Net Income 2014: $30,9112014Revenue 2015: $55,971Expenses 2015: $44,321Net Income 2015: $11,6502015Revenue 2016: $43,255Expenses 2016: $53,467Net Income 2016: -$10,2122016Revenue 2017: $53,471Expenses 2017: $48,016Net Income 2017: $5,4552017Revenue 2018: $76,338Expenses 2018: $57,948Net Income 2018: $18,3902018Revenue 2019: $90,551Expenses 2019: $51,488Net Income 2019: $39,0632019Revenue 2020: $18,938Expenses 2020: $57,725Net Income 2020: -$38,7872020Revenue 2021: $70,931Expenses 2021: $57,101Net Income 2021: $13,8302021Revenue 2022: $34,710Expenses 2022: $53,371Net Income 2022: -$18,6612022Revenue 2023: $48,781Expenses 2023: $83,146Net Income 2023: -$34,3652023Revenue 2024: $106,235Expenses 2024: $67,291Net Income 2024: $38,9442024

Highlighted filing

2024

Revenue$106,235
Expenses$67,291
Net Income$38,944
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$666,166
Liabilities
$0
Net assets
$666,166
Revenue
$106,235
Expenses
$67,291
Net income
$38,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$1.06$0.67$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$0.00$6.27$0.49$0.83$0.34
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.62$0.00$6.62$0.35$0.53$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.80$0.00$6.80$0.71$0.57$0.14
2020Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.19$0.58$0.39
2019Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.91$0.51$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$0.00$6.66$0.76$0.58$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.00$6.48$0.53$0.48$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.43$0.00$6.43$0.43$0.53$0.10
2015Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.56$0.44$0.12
2014Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.83$0.52$0.31
2013Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.70$0.47$0.23
2012Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.45
2011Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.36
2010Detailed filing. Detailed filing data is available for this year.$6.14$0.00$6.14$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON M GLENN M EDTrustee-$5,721-$5,721
MATTHEW BROOKTrustee-$5,721-$5,721
Filing and Contact Details

Filer

Filer Name
Frances R Wertzberger Trust
EIN
59-7158689
Phone
9043998011
Address
2004 ALEXANDER ROAD, RALEIGH, NC 27608

Signing Officer

Name
Sharon Glenn
Title
Trustee
Phone
9043998011
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Smoak Davis & Nixon Llp
Address
5011 GATE PARKWAY BLDG 100 STE 300, JACKSONVILLE, FL 32256-0562
Preparer
Chris C Loudy
Phone
9043965831
Raw XML AppendixShowing 400 of 575 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
AppliedToPriorYearElection/ElectionDesc0THE ORGANIZATION ELECTS TO APPLY A PORTION OF ITS 2020 QUALIFYING DISTRIBUTIONS TO ITS PIOR YEAR'S (2018) UNDISTRIBUTED INCOME IN THE AMOUNT OF $1,004 PURSUANT TO TREAS. REG. 53.4942(A)-3(D).
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0INTEL CORP NOTE - 17,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1PUBLIC SERVICE ELECTRIC GAS CO - 16,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GLAXOSMITHKLINE CAPITAL INC SR GLBL - 32,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JOHN DEERE CAPITAL CORPORATION - 17,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4JOHNSON AND JOHNSON SR GLBL NT DTD - 17,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5KROGER CO SR GLBL NT DTD - 18,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6VERIZON COMMUNICATIONS INC ST GLBL NT DTD - 16,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7MCDONALD'S CORP MED TERM NT DTD - 18,000 SHS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8KEURIG DR PEPPER INC ST GLBL NT DTD - 18,000 SHS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AGILENT TECHNOLOGIES INC - 220 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALLIANT ENERGY CORP - 130 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN ELECT & POWER INC - 345 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC - 175 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AT&T INC - 455 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BLACKROCK INC - 32 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHEVRON TEXACO CORPORATION - 185 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CINTAS CORP - 180 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COCA COLA CO - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COMCAST CORP CLASS A COMMON STOCK - 625 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COSTCO WHOLESALE CORP - 35 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DISNEY WALT COMPANY - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DOMINION ENERGY INC - 165 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DUKE ENERGY CORP NEW - 80 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EATON VANCE - 30 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FASTENAL CO - 160 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HOME DEPOT INC - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17INTERNATIONAL BUSINESS MACHINES - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18KIMBERLY-CLARK CORP - 55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MERCK & CO INC - 65 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MICROCHIP TECHNOLOGY - 380 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MICROSOFT CORPORATION - 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NOVARTIS - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ORACLE CORPORATION - 210 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PAYCHEX INC - 60 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PEPSICO INC - 55 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PNC FINANCIAL SERVICES GROUP - 160 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ROYAL BANK CANADA MONTREAL - 75 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SCHLUMBERGER LIMITED - 705 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29STANLEY BLACK & DECKER INC - 350 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30STRYKER CORP - 85 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31TORONTO DOMINION BANK - 155 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32TRUIST FINANCIAL CORPORATION - 550 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33UNITED PARCEL SERVICE - 70 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VISA INC CL A - 105 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35AMGEN INC - 110 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BROADCOM INC - 370 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37CORNING INC - 775 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ENTERGY CORP - 140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39STATE STREET CORPORATION - 95 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40RTX CORPORATION - 275 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MEDTRONIC PLC - 100 SHS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72013-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82013-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132001-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142009-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152005-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt315159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt68736
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt915077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1012696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1316118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-2258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt613691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt714338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt86964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1313786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1411501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt158183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt169766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-2258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt613691
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt714338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt86964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1313786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1411501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt158183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt169766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt314678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt622427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt716701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt88146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt914724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1012898
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt122550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1329904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1412338
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1611510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ARCHER DANIELS MIDLAND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BCE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ARCHER DANIELS MIDLAND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BCE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CINTAS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7COSTCO WHOLESALE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8COSTCO WHOLESALE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9GLAXOSMITHKLINE CAPITAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11INTERNATIONAL BUSINESS MACHINES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12MERCK & CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ORACLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16STRYKER CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt078776
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt038944
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0666166
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0627222
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0666166
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt051831
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt051831
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt051831
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt053186
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01355
IRS990PF/DistributableAmountGrp/TotalTaxAmt01355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01355
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01385
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01098739
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0705785
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0705785
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0139060
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0164977
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0165388
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0470576
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0490050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0922212
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-78563
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-39619
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt017586
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt011139
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt011139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0627222
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0666166
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01098739
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0627222
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0666166
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0627222
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0666166
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01079913
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027078
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01052835
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016199
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt053186
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01063714
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01079913
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05721
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15721
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHARON M GLENN M ED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MATTHEW BROOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02004 ALEXANDER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11910 SUNSET DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt058527

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