Civic Intelligence

Hall Foundation Inc.

990PF • Fiscal year 2016 • EIN 61-0996178

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization Profile
4929 Park Phillips CourtCharlotte, NC 28210

(704) 362-1939

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

59th percentile

3.4%

Faster asset growth than 59% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

37%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$837,395

Up $27,859 (+3.4%) from 2015

Net Assets

Up

$836,418

Up $27,714 (+3.4%) from 2015

Liabilities

Up

$977

Up $145 (+17%) from 2015

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin84th percentile

Revenue

Up

$93,276

Up $25,308 (+37%) from 2015

Expenses

Up

$65,562

Up $7,265 (+12%) from 2015

Net Income

Up

$27,714

Up $18,043 (+187%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $742,731Liabilities 2010: $0Net Assets 2010: $742,7312010Assets 2011: $764,719Liabilities 2011: $0Net Assets 2011: $764,7192011Assets 2012: $759,677Liabilities 2012: $0Net Assets 2012: $759,6772012Assets 2013: $770,546Liabilities 2013: $0Net Assets 2013: $770,5462013Assets 2014: $799,376Liabilities 2014: $343Net Assets 2014: $799,0332014Assets 2015: $809,536Liabilities 2015: $832Net Assets 2015: $808,7042015Assets 2016: $837,395Liabilities 2016: $977Net Assets 2016: $836,4182016Assets 2017: $822,344Liabilities 2017: $0Net Assets 2017: $822,3442017Assets 2018: $950,376Liabilities 2018: $0Net Assets 2018: $950,3762018Assets 2019: $1,030,336Liabilities 2019: $0Net Assets 2019: $1,030,3362019Assets 2020: $1,132,155Liabilities 2020: $0Net Assets 2020: $1,132,1552020Assets 2021: $1,284,321Liabilities 2021: $0Net Assets 2021: $1,284,3212021Assets 2022: $1,005,337Liabilities 2022: $0Net Assets 2022: $1,005,3372022Assets 2023: $1,132,896Liabilities 2023: $0Net Assets 2023: $1,132,8962023Assets 2024: $1,242,381Liabilities 2024: $0Net Assets 2024: $1,242,3812024

Highlighted filing

2016

Assets$837,395
Liabilities$977
Net Assets$836,418
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $20,2212010Expenses 2011: $40,2572011Expenses 2012: $52,0682012Revenue 2013: $59,991Expenses 2013: $49,122Net Income 2013: $10,8692013Revenue 2014: $63,740Expenses 2014: $51,718Net Income 2014: $12,0222014Revenue 2015: $67,968Expenses 2015: $58,297Net Income 2015: $9,6712015Revenue 2016: $93,276Expenses 2016: $65,562Net Income 2016: $27,7142016Revenue 2017: $61,561Expenses 2017: $64,247Net Income 2017: -$2,6862017Revenue 2018: $45,268Expenses 2018: $67,397Net Income 2018: -$22,1292018Revenue 2019: $56,077Expenses 2019: $67,731Net Income 2019: -$11,6542019Revenue 2020: $34,913Expenses 2020: $67,419Net Income 2020: -$32,5062020Revenue 2021: $114,249Expenses 2021: $78,028Net Income 2021: $36,2212021Revenue 2022: $45,698Expenses 2022: $83,565Net Income 2022: -$37,8672022Revenue 2023: $37,446Expenses 2023: $83,788Net Income 2023: -$46,3422023Revenue 2024: $41,203Expenses 2024: $90,243Net Income 2024: -$49,0402024

Highlighted filing

2016

Revenue$93,276
Expenses$65,562
Net Income$27,714
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH E HALLDirector-$0--
IRENE S HALLDirector-$0--
K MICHAEL HALLV. President-$0--
PATRICIA H BURDPresidentPT$0--
ABBY BURD BUFORDSecretary-$0--
BECCA HALL JONESTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Hall Foundation Inc
EIN
61-0996178
Phone
7043621939
Address
4929 PARK PHILLIPS COURT, CHARLOTTE, NC 28210

Signing Officer

Name
Patricia H Burd
Title
President
Phone
7043621939
Signed
2017-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Cain Watters & Associates LLC
Address
6900 NORTH DALLAS PARKWAY STE 500, PLANO, TX 75024
Preparer
Toni Hatcher Lee
Phone
9722333323
Raw XML AppendixShowing 400 of 630 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/PropertyDesc0TBANK III TO I EQUITY FUND PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TBANK III TO I EQUITY FUND PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TBANK III TO I FLEXIBLE ALLOC. PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TBANK III TO I FLEXIBLE ALLOC. PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4TBANK III TO I HIGH YIELD FD PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5TBANK III TO I HIGH YIELD FD PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6TBANK III TO I INTERNATIONAL FD PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7TBANK III TO I INTERNATIONAL FD PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8TBANK III TO I LARGE CAP VAL PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9TBANK III TO I LARGE CAP VAL PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10TBANK III TO I SMALL/MID CAP FD PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11TBANK III TO I SMALL/MID CAP FD PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12TBANK III TO I STRATEGIC INC FD PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13TBANK III TO I STRATEGIC INC FD PT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-10-25
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-11-29
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-10-25
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01005
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0552
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01557
IRS990PF/FMVAssetsEOYAmt0842929
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt0121500
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt0121500
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt012463
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07265
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07265
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt04
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0775283
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0800014
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0805548
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0832
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0977
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0612204
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0639918
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt021786
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt030116
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt030116
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0809536
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0837395
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0842929
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0832
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0977
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0809536
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0837395
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0808704
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0836418
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0777138
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt038902
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0738236
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011657
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt038274
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0765481
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0777138
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KENNETH E HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1IRENE S HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2K MICHAEL HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PATRICIA H BURD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ABBY BURD BUFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5BECCA HALL JONES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2V. PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03509 CYPRESS CLUB DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13509 CYPRESS CLUB DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt29660 WHITEWOOD TRAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34929 PARK PHILLIPS COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4539 FAIRWOODS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt59235 WHISPERING WIND DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4HUNTERSVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd228269
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd328210
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd428078
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd528277
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt037013
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt037565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt043218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt041000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt039671
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt043563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt031948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.048353
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051182
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.054915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.041156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0765481
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0844395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0869017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0838106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0793283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0776273
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt052500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.241767
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt051948
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt052500
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0552
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt052500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PATRICIA H BURD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04929 PARK PHILLIPS COURT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028210
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07043621939
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KENNETH E HALL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1IRENE S HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt63000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt104000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt122000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt14500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP INDIVIDUALS WITH DISABILITIES AND MENTAL HEALTH CHALLENGES LIVE THEIR BEST POSSIBLE LIFE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1HELP THE LONG-TERM RECOVERY EFFORTS FOR THOSE IMPACTED BY HURRICANE MATTHEW.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ASSIST FAMILIES OF CHILDREN BORN WITH CONGENITAL HEART DISEASE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO HELP CHARLOTTE-AREA VETERANS SUCCESSFULLY TRANSITION HOME AFTER MILITARY SERVICE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO PROVIDE PATIENT AND FAMILY SERVICES, INFORMATION AND REFERRAL, EDUCATION, AND ADVOCACY TO THOSE LIVING WITH ALZHEIMER'S DISEASE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SUPPORT THE SCHOLARSHIP FUND FOR SCIENCE AND ENGINEERING AT WESTERN KENTUCKY UNIVERSITY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO PROVIDE ASSISTANCE AND ADVOCACY FOR PEOPLE IN FINANCIAL CRISIS, HELPING THEM MOVE TOWARD SELF-SUFFICIENCY.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO SUPPORT THE FARAJA PRIMARY SCHOOL IN NORTHERN TANZANIA, WHERE CHILDREN WITH PHYSICAL DISABILITIES RECEIVE HIGH QUALITY EDUCATION, LIFE SKILLS TRAINING AND MEDICAL CARE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SEEKING TO PUT GOD'S LOVE INTO ACTION, BRINGS PEOPLE TOGETHER TO BUILD HOMES, COMMUNITIES AND HOPE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO DECREASE DEATHS AND PROVIDE SUPPORT TO THOSE AFFECTED BY LUNG CANCER THROUGH RESEARCH, AWARENESS, EDUCATION AND ACCESS PROGRAMS ACROSS NORTH CAROLINA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GRANTS THE WISHES OF CHILDREN DIAGNOSED WITH LIFE-THREATENING MEDICAL CONDITIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO PROVIDE RESOURCES FOR PEOPLE WITH MS AND THEIR FAMILIES; AND TO DISCOVER THE CAUSE, EFFECTIVE TREATMENTS AND CURE FOR MS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12RAISES MONEY FOR CHARITIES FOCUSED ON ALLEVIATING POVERTY BY ALLOWING MUSICIANS TO MAKE RECORDINGS WHICH THEN ARE SOLD BY THE ORGANIZATION.

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$837,395
Liabilities
$977
Net assets
$836,418
Revenue
$93,276
Expenses
$65,562
Net income
$27,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.04$0.09$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.04$0.08$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.11$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.03$0.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06$0.07$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.05$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.06$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.09$0.07$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.07$0.06$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.06$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.06$0.05$0.01
2012Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.05
2011Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.04
2010Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.02