{"success":true,"data":{"_id":472384218,"filings":[{"Organization":{"value":null,"Person":["FIRST-CITIZENS BANK TRUST CO"],"Title":["TRUSTEE"],"Hours":[1.0],"Total Compensation":[8765],"Direct compensation":[8765],"Other compensation":[0]},"Basic":{"value":null,"mission":"The primary purpose is to provide support to funston united methodist church for the operation & expansion of the music program.","year":2021,"name":"LENELLE PERRY CHARITABLE TRUST UA DATED","phone":9197162015,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"THOMAS F WIGGINS","year_formation":2014,"state_legal_domicile":"NC","total_volunteers":null,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"PO BOX 29522, RALEIGH, NC, 27626, USA","city":"RALEIGH","state":"NC","country":"USA","zip_code":27626},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":50640,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":50640,"Investment income total":16234,"Net investment gain":34406,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":20820,"Grant expense":{"value":11105,"Grants to domestic orgs":11105,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8765,"Current officers":8765,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":950,"Management services":0,"Legal":0,"Accounting":750,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":200},"Functional Expenses":{"value":null,"Program Service Expenses":11105,"Management And General Expenses":9715,"Fundraising Expenses":0}},"Assets":{"value":563394,"Non-interest bearing cash":0,"Savings and temp cash investments":14745,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":548649,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":563394,"Net assets without donor restriction":563394,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5333813640730067,"percentile":0.48094181241088185},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5888625592417062,"percentile":0.9397429503743775},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":27.060230547550432,"percentile":0.9627157753868583},"Officer Compensation Ratio":{"score":0.42098943323727184,"percentile":0.10380958288136975},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6906880955749917,"percentile":0.8327096144435336}},"source_xml":"202221309349301327_public.xml"},{"Organization":{"value":null,"Person":["FIRST-CITIZENS BANK TRUST CO"],"Title":["TRUSTEE"],"Hours":[1.0],"Total Compensation":[8634],"Direct compensation":[8634],"Other compensation":[0]},"Basic":{"value":null,"mission":"The primary purpose is to provide support to funston united methodist church for the operation & expansion of the music program.","year":2022,"name":"LENELLE PERRY CHARITABLE TRUST UA DATED","phone":9197162015,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"THOMAS F WIGGINS","year_formation":2014,"state_legal_domicile":"NC","total_volunteers":null,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"PO BOX 29522, RALEIGH, NC, 27626, USA","city":"RALEIGH","state":"NC","country":"USA","zip_code":27626},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":28574,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":28574,"Investment income total":10039,"Net investment gain":18535,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":19052,"Grant expense":{"value":9420,"Grants to domestic orgs":9420,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8634,"Current officers":8634,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":998,"Management services":0,"Legal":0,"Accounting":750,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":248},"Functional Expenses":{"value":null,"Program Service Expenses":9420,"Management And General Expenses":9632,"Fundraising Expenses":0}},"Assets":{"value":572916,"Non-interest bearing cash":0,"Savings and temp cash investments":13361,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":559555,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":572916,"Net assets without donor restriction":572916,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.4944362796556792,"percentile":0.47467031329300025},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.33324000839924406,"percentile":0.8541726491584226},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":30.071173630065086,"percentile":0.9672294841478589},"Officer Compensation Ratio":{"score":0.45318076842326266,"percentile":0.08923800039754887},"Program Expense Growth":{"score":-0.04809774703429549,"percentile":0.2014959712973682},"Revenue Growth":{"score":-0.09829904548882935,"percentile":0.1458756258309767},"Asset Growth":{"score":0.037673876315036624,"percentile":0.4778395475866926},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5484556244247469,"percentile":0.45277271760983107}},"source_xml":"202341309349302184_public.xml"},{"Organization":{"value":null,"Person":["FIRST-CITIZENS BANK TRUST CO"],"Title":["TRUSTEE"],"Hours":[1.0],"Total Compensation":[8684],"Direct compensation":[8684],"Other compensation":[0]},"Basic":{"value":null,"mission":"The primary purpose is to provide support to funston united methodist church for the operation & expansion of the music program.","year":2024,"name":"LENELLE PERRY CHARITABLE TRUST UA DATED","phone":9197162015,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"THOMAS F WIGGINS","year_formation":2014,"state_legal_domicile":"NC","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"PO BOX 29522, RALEIGH, NC, 27626, USA","city":"RALEIGH","state":"NC","country":"USA","zip_code":27626},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":31802,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":31802,"Investment income total":16003,"Net investment gain":15799,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":27186,"Grant expense":{"value":17476,"Grants to domestic orgs":17476,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8684,"Current officers":8684,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1026,"Management services":0,"Legal":0,"Accounting":750,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":276},"Functional Expenses":{"value":null,"Program Service Expenses":17476,"Management And General Expenses":9710,"Fundraising Expenses":0}},"Assets":{"value":538771,"Non-interest bearing cash":0,"Savings and temp cash investments":14749,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":524022,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":538771,"Net assets without donor restriction":538771,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6428308688295447,"percentile":0.5096966560060581},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.14514810389283692,"percentile":0.692144727625345},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":19.817957772382844,"percentile":0.9453789706642276},"Officer Compensation Ratio":{"score":0.3194291179283455,"percentile":0.16987253528246238},"Program Expense Growth":{"score":0.13311725052134696,"percentile":0.7327757217003241},"Revenue Growth":{"score":-0.2842214422463306,"percentile":0.05020422184464022},"Asset Growth":{"score":-0.0025677204095359853,"percentile":0.3085052905565647},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5778521887479386,"percentile":0.5401044280008152}},"source_xml":"202541289349300129_public.xml"},{"Organization":{"value":null,"Person":["FIRST-CITIZENS BANK TRUST CO"],"Title":["TRUSTEE"],"Hours":[1.0],"Total Compensation":[8589],"Direct compensation":[8589],"Other compensation":[0]},"Basic":{"value":null,"mission":"The primary purpose is to provide support to funston united methodist church for the operation & expansion of the music program.","year":2023,"name":"LENELLE PERRY CHARITABLE TRUST UA DATED","phone":9197162015,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"THOMAS F WIGGINS","year_formation":2014,"state_legal_domicile":"NC","total_volunteers":null,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"PO BOX 29522, RALEIGH, NC, 27626, USA","city":"RALEIGH","state":"NC","country":"USA","zip_code":27626},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":-15521,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":-15521,"Investment income total":15147,"Net investment gain":-30668,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":22985,"Grant expense":{"value":13446,"Grants to domestic orgs":13446,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8589,"Current officers":8589,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":950,"Management services":0,"Legal":0,"Accounting":750,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":200},"Functional Expenses":{"value":null,"Program Service Expenses":13446,"Management And General Expenses":9539,"Fundraising Expenses":0}},"Assets":{"value":533859,"Non-interest bearing cash":0,"Savings and temp cash investments":14715,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":519144,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":533859,"Net assets without donor restriction":533859,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5849902110071786,"percentile":0.4916849266512531},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":2.4808968494298047,"percentile":0.9982646103403137},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":23.226408527300414,"percentile":0.9548916093518953},"Officer Compensation Ratio":{"score":0.3736784859691103,"percentile":0.13026416487631298},"Program Expense Growth":{"score":0.06684541378455715,"percentile":0.5895440535183775},"Revenue Growth":{"score":-0.7093462624967443,"percentile":0.011456244955346681},"Asset Growth":{"score":0.003267660302888232,"percentile":0.3336862146664248},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6064621944332096,"percentile":0.6242583818079536}},"source_xml":"202421319349301022_public.xml"},{"Organization":{"value":null,"Person":["FIRST-CITIZENS BANK TRUST CO"],"Title":["TRUSTEE"],"Hours":[1.0],"Total Compensation":[6959],"Direct compensation":[6959],"Other compensation":[0]},"Basic":{"value":null,"mission":"The primary purpose is to provide support to funston united methodist church for the operation & expansion of the music program.","year":2020,"name":"LENELLE PERRY CHARITABLE TRUST UA DATED","phone":9197162015,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"THOMAS F WIGGINS","year_formation":2014,"state_legal_domicile":"NC","total_volunteers":null,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"PO BOX 29522, RALEIGH, NC, 27626, USA","city":"RALEIGH","state":"NC","country":"USA","zip_code":27626},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":36133,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":36133,"Investment income total":12266,"Net investment gain":23867,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":17836,"Grant expense":{"value":10412,"Grants to domestic orgs":10412,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6959,"Current officers":6959,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":465,"Management services":0,"Legal":0,"Accounting":250,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":215},"Functional Expenses":{"value":null,"Program Service Expenses":10412,"Management And General Expenses":7424,"Fundraising Expenses":0}},"Assets":{"value":531039,"Non-interest bearing cash":0,"Savings and temp cash investments":13919,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":517120,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":531039,"Net assets without donor restriction":531039,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5837631755999103,"percentile":0.49139189417801876},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.506379210140315,"percentile":0.9201270350067734},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":29.773435747925543,"percentile":0.9668360124237636},"Officer Compensation Ratio":{"score":0.3901659564924871,"percentile":0.12033276891812496},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6918586027255361,"percentile":0.8347894551277372}},"source_xml":"202131319349303288_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["FIRST-CITIZENS BANK TRUST CO"],"Title":["TRUSTEE"],"Hours":[1.0],"Total Compensation":[8684],"Direct compensation":[8684],"Other compensation":[0]},"Basic":{"value":null,"mission":"The primary purpose is to provide support to funston united methodist church for the operation & expansion of the music program.","year":2024,"name":"LENELLE PERRY CHARITABLE TRUST UA DATED","phone":9197162015,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"THOMAS F WIGGINS","year_formation":2014,"state_legal_domicile":"NC","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"PO BOX 29522, RALEIGH, NC, 27626, USA","city":"RALEIGH","state":"NC","country":"USA","zip_code":27626},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":31802,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":31802,"Investment income total":16003,"Net investment gain":15799,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":27186,"Grant expense":{"value":17476,"Grants to domestic orgs":17476,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8684,"Current officers":8684,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":1026,"Management services":0,"Legal":0,"Accounting":750,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":276},"Functional Expenses":{"value":null,"Program Service Expenses":17476,"Management And General Expenses":9710,"Fundraising Expenses":0}},"Assets":{"value":538771,"Non-interest bearing cash":0,"Savings and temp cash investments":14749,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":524022,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":538771,"Net assets without donor restriction":538771,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6428308688295447,"percentile":0.5096966560060581},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.14514810389283692,"percentile":0.692144727625345},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":19.817957772382844,"percentile":0.9453789706642276},"Officer Compensation Ratio":{"score":0.3194291179283455,"percentile":0.16987253528246238},"Program Expense Growth":{"score":0.13311725052134696,"percentile":0.7327757217003241},"Revenue Growth":{"score":-0.2842214422463306,"percentile":0.05020422184464022},"Asset Growth":{"score":-0.0025677204095359853,"percentile":0.3085052905565647},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5778521887479386,"percentile":0.5401044280008152}},"source_xml":"202541289349300129_public.xml"},"sector":"Religion Related","donation_categories":[],"zakat_policy":null},"error":null}