Civic Intelligence

Gertrude B & Mortimer May Foundation

990PF • Fiscal year 2016 • EIN 62-0963317

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 23, 2017

800 S Columbia StreetChapel Hill, NC 27514

(919) 967-2596

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

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

Liabilities / Revenue

35th percentile

0.00x

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

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

Net Margin

1st percentile

-6779%

Higher net margin than 1% 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

18th percentile

-7.4%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

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

Assets

Down

$892,755

Down $71,318 (-7.4%) from 2015

Net Assets

Down

$892,755

Down $71,318 (-7.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$1,052

Down $59,851 (-98%) from 2015

Expenses

Up

$72,370

Up $3,252 (+4.7%) from 2015

Net Income

Down

-$71,318

Down $63,103 (-768%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $835,839Liabilities 2011: $0Net Assets 2011: $835,8392011Assets 2012: $847,992Liabilities 2012: $0Net Assets 2012: $847,9922012Assets 2013: $932,534Liabilities 2013: $02013Assets 2014: $972,288Liabilities 2014: $0Net Assets 2014: $972,2882014Assets 2015: $964,073Liabilities 2015: $0Net Assets 2015: $964,0732015Assets 2016: $892,755Liabilities 2016: $0Net Assets 2016: $892,7552016Assets 2017: $844,406Liabilities 2017: $0Net Assets 2017: $844,4062017Assets 2018: $792,845Liabilities 2018: $0Net Assets 2018: $792,8452018Assets 2019: $769,986Liabilities 2019: $0Net Assets 2019: $769,9862019Assets 2020: $383,649Liabilities 2020: $0Net Assets 2020: $383,6492020Assets 2021: $287,603Liabilities 2021: $0Net Assets 2021: $287,6032021Assets 2022: $275,791Liabilities 2022: $0Net Assets 2022: $275,7912022Assets 2023: $259,818Liabilities 2023: $0Net Assets 2023: $259,8182023Assets 2024: $278,235Liabilities 2024: $0Net Assets 2024: $278,2352024

Highlighted filing

2016

Assets$892,755
Liabilities$0
Net Assets$892,755

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $48,0072011Expenses 2012: $60,2342012Revenue 2013: $143,434Expenses 2013: $58,892Net Income 2013: $84,5422013Revenue 2014: $103,795Expenses 2014: $64,041Net Income 2014: $39,7542014Revenue 2015: $60,903Expenses 2015: $69,118Net Income 2015: -$8,2152015Revenue 2016: $1,052Expenses 2016: $72,370Net Income 2016: -$71,3182016Revenue 2017: $31,183Expenses 2017: $79,532Net Income 2017: -$48,3492017Revenue 2018: $35,728Expenses 2018: $87,289Net Income 2018: -$51,5612018Revenue 2019: $56,830Expenses 2019: $80,689Net Income 2019: -$23,8592019Revenue 2020: $210,246Expenses 2020: $595,583Net Income 2020: -$385,3372020Revenue 2021: $436,145Expenses 2021: $532,191Net Income 2021: -$96,0462021Revenue 2022: $26,586Expenses 2022: $39,128Net Income 2022: -$12,5422022Revenue 2023: $31,257Expenses 2023: $42,561Net Income 2023: -$11,3042023Revenue 2024: $68,073Expenses 2024: $51,139Net Income 2024: $16,9342024

Highlighted filing

2016

Revenue$1,052
Expenses$72,370
Net Income-$71,318
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 23, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara DahlPresident-$0--
Bill DahlSectreasurer-$0--
Susan SharerVice President-$0--
Julia DahlVice President-$0--
Filing and Contact Details

Filer

Filer Name
Gertrude B & Mortimer May Foundation
EIN
62-0963317
Phone
9199672596
Address
800 S Columbia Street, Chapel Hill, NC 27514

Signing Officer

Name
Barbara Dahl
Title
President
Signed
2017-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Lozano Lozano & Company
Address
377 West Fallbrook Ste 101, Fresno, CA 93711
Preparer
Phil Lozano
Phone
5594510400
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010000 Chicago GO UTX 5%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110000 Goldman Sachs 5.35%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2440 Vanguard FTSE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc310000 Portland Bond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc425000 Chicago Metro Water
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc515000 Alamo TX Cmmnty
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc610000 San Antonio, TX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc710000 SFLA Water Management
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8510 National Oilwell
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-29427
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-71318
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0892755
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0964073
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0892755
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt062213
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt062213
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt062213
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt062441
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0228
IRS990PF/DistributableAmountGrp/TotalTaxAmt0228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0228
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0228
IRS990PF/FMVAssetsEOYAmt01268090
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt023242
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt023242
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0309
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0309
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0289452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0298725
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0296834
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0540177
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0505905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0880765
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt049570
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt037104
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt039470
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0940831
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0869513
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt084874
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt050712
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt050712
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0964073
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0892755
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01268090
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0964073
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0892755
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0964073
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0892755
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01267835
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt067948
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01199887
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019018
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt062441
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01248817
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01267835
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Barbara Dahl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bill Dahl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Susan Sharer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Julia Dahl
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SecTreasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0800 S Columbia Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1800 S Columbia Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2800 S Columbia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3800 S Columbia Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Chapel Hill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Chapel Hill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Chapel Hill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Chapel Hill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd027514
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127514
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227514
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd327514
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt058877
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt059105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt059808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt055091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt050683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt053474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt041422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04655
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05225
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01248817
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01259868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01200598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01088768
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01023480
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0950575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt063595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.235732
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt063367
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt063595
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0228
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt063595
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0800 South Columbia Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Chapel Hill
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd027514
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false

Document Assets

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Filings

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.$2.78$0.00$2.78$0.68$0.51$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.31$0.43$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.27$0.39$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$4.36$5.32$0.96
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$2.10$5.96$3.85
2019Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.57$0.81$0.24
2018Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.36$0.87$0.52
2017Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.31$0.80$0.48
2016Detailed filing. Detailed filing data is available for this year.$8.93$0.00$8.93$0.01$0.72$0.71
2015Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$0.61$0.69$0.08
2014Detailed filing. Detailed filing data is available for this year.$9.72$0.00$9.72$1.04$0.64$0.40
2013Summary only. Only limited summary data is available for this year.$9.33$0.00$1.43$0.59$0.85
2012Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.60
2011Detailed filing. Detailed filing data is available for this year.$8.36$0.00$8.36$0.48