STEPHEN L CORNWELL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN L CORNWELL FOUNDATION (EIN 47-1747243)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349102364
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T12:48:35-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 N TRYON STREET SUITE 4200 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471747243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN L CORNWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 7042809216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 36007 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282366007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN L CORNWELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7043724500 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA SAFRIT | PreparerPersonNm |
| PTIN | P01258884 | PTIN |
| Phone | 7043447500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,714,604 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $186 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $255,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,125,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,125,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,125,302 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,380,604 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,380,418 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,647 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,647 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,431 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,652 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,886 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $315 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,188 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $411,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $411,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $450,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $439,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,930,461 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,376,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $101,314 | CashBOYAmt |
| Cash EOY | $138,332 | CashEOYAmt |
| Cash EOYFMV | $138,332 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $404,611 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,298,779 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,298,779 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,558,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,557,975 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,277,493 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,064,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,995,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,714,604 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $144 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $144 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $144 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $144 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,064,481 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,994,942 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,064,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,994,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,064,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,995,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,064,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,930,461 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,994,942 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,994,942 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $169,888 | $169,888 | $169,888 | ||
| 103 SHARES OF PRIVATE COMPANY STOCK | D | $14,955,600 | $14,955,414 | $14,955,414 | 2025-12-17 | $186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,125,302 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $213,730 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $213,730 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $213,730 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $211,130 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN L CORNWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7042809216 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 36007 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282366007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALLISON C MOSS | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIR/PRES AND TREAS. | 15.00 | $24,000 | $0 | $0 |
| W LEE CORNWELL | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIR/VICE PRES. | 0.00 | $0 | $0 | $0 |
| STEPHEN L CORNWELL | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIR/SECRETARY | 0.00 | $0 | $0 | $0 |
| BROOKE M CORNWELL | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIR/ASST. SECRETARY | 0.00 | $0 | $0 | $0 |
| SAMUEL I MOSS | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATIE S CORNWELL | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,469,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $916,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,386,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,386,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,200,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $610,014 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $610,014 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $213,730 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $213,730 | TotalTaxAmt |
| Distributable Before Adj | $396,284 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $396,284 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $396,284 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $439,587 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $439,587 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $396,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $404,658 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $439,587 | QualifyingDistributionsAmt |
| Applied To Year1 | $404,658 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,929 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $361,355 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN L CORNWELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BEST NC | ||||||
| 501 SAS CAMPUS DRIVE BUILDING V | CARY | NC | 27513 | PC | PROGRAM SUPPORT | $35,000 |
| BREAD INC | ||||||
| 3803 OLD YORK ROAD | GASTONIA | NC | 28056 | PC | PROGAM SUPPORT | $4,000 |
| CANCER SERVICES OF GASTON COUNTY | ||||||
| 306 S COLUMBIA STREET | GASTONIA | NC | 28054 | PC | PROGRAM SUPPORT | $4,000 |
| CAROLINA CARING | ||||||
| 3975 ROBINSON ROAD | NEWTON | NC | 28658 | PC | PROGRAM SUPPORT. | $4,000 |
| CHARLOTTE BILINGUAL PRESCHOOL | ||||||
| 6300 HIGHLAND AVENUE | CHARLOTTE | NC | 28215 | PC | TO ASSIST IN EDUCATION OPPORTUNITIES | $25,000 |
| CHARLOTTE SPEECH AND HEARING CENTER | ||||||
| 817 E MOREHEAD STREET | CHARLOTTE | NC | 28204 | PC | PROGRAM SUPPORT. | $13,000 |
| COMMUNITY CARE CLINIC OF ROWAN COUNTY | ||||||
| 315-G MOCKSVILLE AVENUE | SALISBURY | NC | 28144 | PC | PROGRAM SUPPORT. | $5,000 |
| DREAM CENTER ACADEMY | ||||||
| 635 S MYRTLE SCHOOL ROAD | GASTONIA | NC | 28052 | PC | PROGRAM SUPPORT | $4,000 |
| DREAMKEY PARTNERS | ||||||
| 4601 CHARLOTTE PARK DRIVE SUITE 350 | CHARLOTTE | NC | 28217 | PC | TO ASSIST IN HOUSING OPPORTUNITIES | $50,000 |
| FOUNDATION FOR THE CAROLINAS READ CHARLOTTE | ||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | PC | TO ASSIST IN EDUCATION OPPORTUNITIES | $55,000 |
| GASTON SKILLS | ||||||
| 1301 BESSEMER CITY ROAD | GASTONIA | NC | 28052 | PC | PROGRAM SUPPORT | $4,000 |
| HEART MATH TUTORING | ||||||
| PO BOX 30623 | CHARLOTTE | NC | 282300623 | PC | PROGRAM SUPPORT | $25,000 |
| HOLY ANGELS | ||||||
| 6600 WILKINSON BOULEVARD PO BOX 710 | BELMONT | NC | 280120710 | PC | PROGRAM SUPPORT | $5,000 |
| MAIN STREET MARKETPLACE | ||||||
| 306 SOUTH MAIN STREET | CHINA GROVE | NC | 28023 | PC | PROGRAM SUPPORT | $5,000 |
| NC HOUSING COALITION | ||||||
| 3608 UNIVERSITY DRIVE SUITE 201 | DURHAM | NC | 27707 | PC | PROGRAM SUPPORT | $15,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION | ||||||
| 3737 GLENWOOD AVE SUITE 460 | RALEIGH | NC | 27612 | PC | NC INVEST EARLY FUNDERS COLLABORATIVE FUND | $39,500 |
| PUBLIC SCHOOL FORUM OF NC | ||||||
| PO BOX 18284 | RALEIGH | NC | 27619 | PC | PROGRAM SUPPORT | $30,000 |
| ROOF ABOVE | ||||||
| PO BOX 31335 | CHARLOTTE | NC | 28231 | PC | PROGRAM SUPPORT | $52,000 |
| ROWAN HELPING MINISTRIES | ||||||
| 226 N LONG STREET | SALISBURY | NC | 28144 | PC | PROGRAM SUPPORT | $5,000 |
| ROWAN LITERACY COUNCIL | ||||||
| 201 WEST FISHER STREET PO BOX 95 | SALISBURY | NC | 28145 | PC | PROGRAM SUPPORT | $5,000 |
| RUFTY-HOLMES SENIOR CENTER | ||||||
| 1120 S MARTIN LUTHER KING JR AVENUE | SALISBURY | NC | 28144 | PC | PROGRAM SUPPORT | $5,000 |
| UNC CHARLOTTE FOUNDATION FOR THE UNCC READING CAMP | ||||||
| 9201 UNIVERSITY CITY BOULEVARD | CHARLOTTE | NC | 28223 | PC | TO ASSIST IN EDUCATION OPPORTUNITIES | $22,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $411,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,125,302 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,380,418 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,380,418 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,647 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,647 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN FIDELITY | StockNm |
| EOY Book Value | $12,557,975 | EOYBookValueAmt |
| EOYFMV | $16,277,493 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIDELITY ACCOUNT FEES | $315 | $315 | $0 |
| CONFERENCE FEES | $2,571 | $0 | $2,188 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $144 | BOYBookValueAmt |
| EOY Book Value | $144 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,247 | $1,247 | $0 |
| PAYROLL TAXES | $1,836 | $184 | $1,652 |
| EXCISE TAX - CURRENT | $6,027 | $0 | $0 |
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