Civic Intelligence

Ingram Charitable Tr

990PF • Fiscal year 2021 • EIN 81-6341239

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 18, 2022

3225 Blue Ridge Road Suite 117Raleigh, NC 27612

(919) 876-1400

Siviq Scores

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

Liabilities / Assets

78th percentile

0.00x

Higher debt load relative to assets than 78% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.00x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Net Margin

28th percentile

-17%

Higher net margin than 28% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

85th percentile

$8,421

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Asset Growth

30th percentile

-0.8%

Faster asset growth than 30% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-91%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$1,525,468

Down $12,698 (-0.8%) from 2020

Net Assets

Down

$1,525,468

Down $12,698 (-0.8%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue

Down

$74,043

Down $714,371 (-91%) from 2020

Expenses

Up

$86,741

Up $70,438 (+432%) from 2020

Net Income

Down

-$12,698

Down $784,809 (-102%) from 2020

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,538,166Liabilities 2020: $0Net Assets 2020: $1,538,1662020Assets 2021: $1,525,468Liabilities 2021: $1Net Assets 2021: $1,525,4682021Assets 2022: $1,469,970Liabilities 2022: $0Net Assets 2022: $1,469,9702022Assets 2024: $1,456,549Liabilities 2024: $0Net Assets 2024: $1,456,5492024

Highlighted filing

2021

Assets$1,525,468
Liabilities$1
Net Assets$1,525,468

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2020: $788,414Expenses 2020: $16,303Net Income 2020: $772,1112020Revenue 2021: $74,043Expenses 2021: $86,741Net Income 2021: -$12,6982021Revenue 2022: $49,256Expenses 2022: $104,754Net Income 2022: -$55,4982022Revenue 2024: $105,788Expenses 2024: $79,872Net Income 2024: $25,9162024

Highlighted filing

2021

Revenue$74,043
Expenses$86,741
Net Income-$12,698
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 18, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT E MONROETrustee-$8,421-$8,421
Filing and Contact Details

Filer

Filer Name
Ingram Charitable Trust
EIN
81-6341239
Phone
9198761400
Address
3225 BLUE RIDGE ROAD SUITE 117, RALEIGH, NC 27612

Signing Officer

Name
Robert E Monroe Trustee
Title
Trustee
Phone
9198761400
Signed
2022-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Holden Moss Knott Clark & Copley Pa
Address
14091 FALLS OF NEUSE RD SUITE 201, RALEIGH, NC 27614
Preparer
Steve E Moss
Phone
9195566216
Raw XML Appendix332 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt04010
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04010
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AppliedToPriorYearElection/ElectionDesc0IN 2021, THE FOUNDATION BECAME AWARE OF AN INVESTMENT ACCOUNT THAT WAS INADVERTENTLY OMITTED FROM THE 2019 FORM 990-PF. THE INVESTMENT ACCOUNT WAS NEW IN 2019 AND FUNDED WITH CONTRIBUTIONS OF INVESTMENT ASSETS. AN AMENDED FORM 990-PF HAS BEEN PREPARED AND FILED IN MAY 2021 CONCURRENT WITH THE 2020 FORM 990-PF FILING. DUE TO THE DISCOVERY OF UNREPORTED ASSET VALUES FOR 2019 AFTER THE 2020 YEAR CAME TO A CLOSE, IT HAS RESULTED IN UNDISTRIBUTED INCOME FOR 2019 SUBJECT TO EXCISE TAX. THE FOUNDATION RESPECTFULLY REQUESTED A WAIVER FROM THE EXCISE TAX DUE TO REASONABLE CAUSE WITH THE 2020 TAX FILING. THE 2019 AMENDED RETURN, HAS BEEN FILED TO CALCULATE THE REQUIRED REMAINING DISTRIBUTION. THE FOUNDATION FULLY DISTRIBUTED THE 2019 AMOUNT AND 2020 REQUIRED DISTRIBUTIONS BEFORE DECEMBER 31, 2021. THE AMOUNT OF REQUIRED DISTRIBUTIONS TO BE APPLIED TO 2019 IS $5327 WHICH WAS FULLY DISTRIBUTED BY DECMEBER 31, 2021 AND HAS BEEN INCLUDED AS PRIOR YEAR DISTRIBUTIONS FOR UNDISTRIBUTED INCOME.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01495396
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MERRILL LYNCH INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01770085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt029894
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12698
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0219979
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt015532
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0581
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0882
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt029894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02915
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt084833
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt084833
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt084833
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt085638
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0805
IRS990PF/DistributableAmountGrp/TotalTaxAmt0805
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01694434
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt024799
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18266
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt216533
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38266
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BARTON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MASONIC HOME FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2RICHMOND COUNTY HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3TOWN OF LILESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1600 COLLEGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2110 SOUTH GREENE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3114 E WALL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WILSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OXFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WADESBORO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LILESVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027893
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd127565
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328091
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057864
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012462
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt05327
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt052538
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt084833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt070327
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt05327
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt072371
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt052538
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015532
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015532
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0581
TaxesSchedule/TaxesDetail/Amt1301
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0581
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT E MONROE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09198761400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INGRAM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0INGR
ReturnHeader/Filer/EIN0816341239
ReturnHeader/Filer/PhoneNum09198761400
ReturnHeader/Filer/USAddress/AddressLine1Txt03225 BLUE RIDGE ROAD SUITE 117
ReturnHeader/Filer/USAddress/CityNm0RALEIGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027612
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561274004
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOLDEN MOSS KNOTT CLARK & COPLEY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014091 FALLS OF NEUSE RD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RALEIGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027614
ReturnHeader/PreparerPersonGrp/PhoneNum09195566216
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE E MOSS
ReturnHeader/ReturnTs02022-08-17T10:41:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MONROE TRUSTEE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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