BORDEN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BORDEN FOUNDATION (EIN 60-0000581)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202401289349104455
- Schema version
- 2023v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T17:26:49-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561315966 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUNN BRASHEAR & UZZELL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10127 | AddressLine1Txt |
| City | GOLDSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 600000581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BORDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BORD | BusinessNameControlTxt |
| Phone | 9195838004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO DRAWER P | AddressLine1Txt |
| City | GOLDSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27533 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W LEE BORDEN | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 9195838004 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWIN | PersonFirstNm |
| Person Last | BORDEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HAROLD D BRASHEAR CPA | PreparerPersonNm |
| PTIN | P00103968 | PTIN |
| Phone | 9197781000 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,561,815 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $174,911 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $174,911 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $60,533 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $286,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,734 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,850 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $385 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $400 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $162,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $400 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $123,817 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $225,334 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,333 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $589,590 | CorporateStockBOYAmt |
| Corporate Stock EOY | $560,410 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,627,696 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $38,652 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $38,652 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $43,254 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,427,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,565,861 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,855,532 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,076,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,200,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,561,815 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,076,439 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,200,256 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,076,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,200,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,076,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,200,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,076,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $123,817 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,200,256 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,200,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $136,721 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29,180 | CostOrOtherBasisAmt |
| Gain Or Loss | $107,541 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $107,541 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $174,911 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,132 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,132 | SubtotalAmt |
| Tax Based On Investment Income | $3,132 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $790 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $790 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,342 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | W LEE BORDEN | IndividualWithBooksNm |
| Phone | 9195838004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1506 E ASH STREET | AddressLine1Txt |
| City | GOLDSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| W LEE BORDEN | ||||||||
| 1506 E ASH STREET | GOLDSBORO | NC | 27530 | PRESIDENT/TR | 10.00 | $0 | $0 | $0 |
| MARTIN W BORDEN | ||||||||
| 3304 LANDOR ROAD | RALEIGH | NC | 27609 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| MARTHA B ROBERSON | ||||||||
| 110 S STEWART STREET | WINCHESTER | VA | 22601 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,182,151 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,706 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,722 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,277,579 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,277,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,228,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,132 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,132 | TotalTaxAmt |
| Distributable Before Adj | $158,289 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $158,289 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $158,289 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,050 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $162,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,289 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $169 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $823 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,507 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $33,515 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $62,014 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,050 | QualifyingDistributionsAmt |
| Applied To Current Year | $158,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,761 | RemainingDistriFromCorpusAmt |
| Total Corpus | $65,775 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $169 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,606 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $823 | ExcessFromYear4Amt |
| Excess From Year3 | $27,507 | ExcessFromYear3Amt |
| Excess From Year2 | $33,515 | ExcessFromYear2Amt |
| Excess From Current Year | $3,761 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWIN B BORDEN - DECEASED IN 2022 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 8300 HEALTH PARK DRIVE | SUITE 10 | RALEIGH | NC | 27615 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| AMERICAN RED CROSS | ||||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| ARTS COUNCIL OF WAYNE COUNTY | ||||||||
| 139 WEST WALNUT STREET | GOLDSBORO | NC | 27530 | NONE | PUBLIC | PROGRAM SUPPORT | $12,500 | |
| BOY SCOUTS OF AMERICA - TUSCARORA | ||||||||
| 172 NC 581 SOUTH | GOLDSBORO | NC | 27530 | NONE | PUBLIC | PROGRAM SUPPORT | $1,200 | |
| BOYS AND GIRLS CLUBS | ||||||||
| 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | NONE | PUBLIC | PROGRAM SUPPORT | $4,000 | |
| BOYS AND GIRLS CLUBS | ||||||||
| 1401 ROYAL AVENUE | GOLDSBORO | NC | 27534 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CORE SOUND WATERFOWL MUSEUM | ||||||||
| PO BOX 556 | HARKERS ISLAND | NC | 28531 | NONE | PUBLIC | PROGRAM SUPPORT | $500 | |
| FLYNN CHRISTIAN HOME | ||||||||
| 409 N GEORGE STREET | GOLDSBORO | NC | 27530 | NONE | PUBLIC | PROGRAM SUPPORT | $3,000 | |
| GIRLS ON THE RUN-SHENANDOAH VALLEY | ||||||||
| 413 FAIRMONT AVE | WINCHESTER | VA | 22601 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 | |
| HEALTHY FAMILIES N SHENANDOAH VAL | ||||||||
| 301 NORTH CAMERON STREET | SUITE 101 | WINCHESTER | VA | 22601 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| LITERACY CONNECTIONS OF WAYNE CO | ||||||||
| 2001 EAST ASH STREET | SUITE D | GOLDSBORO | NC | 27530 | NONE | PUBLIC | PROGRAM SUPPORT | $300 |
| NC ZOOLOGICAL SOCIETY | ||||||||
| 4403 ZOO PARKWAY | ASHEBORO | NC | 27205 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 | |
| PARAMOUNT THEATRE FOUNDATION | ||||||||
| PO BOX 2063 | GOLDSBORO | NC | 27533 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 | |
| PRESERVATION NORTH CAROLINA | ||||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | NONE | PUBLIC | PROGRAM SUPPORT | $1,200 | |
| ST ANDREWS EPISCOPAL CHURCH | ||||||||
| 901 HARRIS STREET | GOLDSBORO | NC | 27530 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 | |
| SALVATION ARMY OF GOLDSBORO | ||||||||
| 610 N WILLIAM ST | GOLDSBORO | NC | 27530 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| SHENANDOAH VALLEY DISCOVERY MUSEUM | ||||||||
| 19 WEST CORK STREET | WINCHESTER | VA | 22601 | NONE | PUBLIC | PROGRAM SUPPORT | $2,000 | |
| THE ARTS AND SCIENCES FOUNDATION | ||||||||
| 523 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 | |
| UNITED WAY-WAYNE COUNTY | ||||||||
| PO BOX 10893 | GOLDSBORO | NC | 27532 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| UNIVERSITY OF MOUNT OLIVE | ||||||||
| 634 HENDERSON STREET | MOUNT OLIVE | NC | 28365 | NONE | PUBLIC | PROGRAM SUPPORT | $12,500 | |
| UNIVERSITY OF NORTH CAROLINA | ||||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PUBLIC | PROGRAM SUPPORT | $4,000 | |
| WAYNE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 3000 WAYNE MEMORIAL DRIVE | GOLDSBORO | NC | 27534 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| WAYNE OPPORTUNITY CENTER INC | ||||||||
| 619 S GEORGE STREET | GOLDSBORO | NC | 27530 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 898 WOODBERRY FOREST ROAD | WOODBERRY FOREST | VA | 22989 | NONE | PUBLIC | PROGRAM SUPPORT | $50,000 | |
| YOUNG LIFE WAYNE COUNTY | ||||||||
| 1104 E ASH STREET | GOLDSBORO | NC | 27530 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $174,911 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| IRA TOTAL DISTRIBUTION 1099 | 1 | $1,488,158 |
| IRA SHOWN AS 2022 DONATION | 1 | -$1,427,625 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $111,356 | ExclusionAmt |
| Related Or Exempt Function Incm | $174,911 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $286,267 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PREPARATION OF FORM 990-PF | CategoryTxt |
| Amt | $1,850 | Amt |
| Disbursements Charitable Prps | $1,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | TENNESSEE GAS PIPELINE CO. | BondNm |
| EOY Book Value | $38,652 | EOYBookValueAmt |
| EOYFMV | $43,254 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY | $25,789 | $32,796 |
| APPLE, INC. | $29,604 | $77,012 |
| CATERPILLAR, INC. | $20,898 | $221,752 |
| CHEVRON CORP. | $20,428 | $89,496 |
| COCA-COLA COMPANY | $40,980 | $117,860 |
| EXXON MOBIL | $21,720 | $59,988 |
| HOME DEPOT, INC. | $31,292 | $43,319 |
| KIMBERLY CLARK CORP. | $31,767 | $36,453 |
| LINCOLN NATIONAL CORP. | $81,806 | $37,084 |
| MCDONALDS CORP. | $23,062 | $118,604 |
| MICROSOFT CORP. | $25,891 | $394,842 |
| MONDELEZ INTL | $21,366 | $36,215 |
| NOVO NORDISK A/S ADR | $24,758 | $103,450 |
| PFIZER, INC. | $24,924 | $20,153 |
| PROCTER & GAMBLE | $16,322 | $43,962 |
| QUALCOMM, INC. | $58,753 | $90,394 |
| SONOCO PRODUCTS | $24,800 | $55,870 |
| WALT DISNEY CO HLDG CO | $19,062 | $23,836 |
| WELLS FARGO & CO. | $17,188 | $24,610 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DONATED RETIREMENT ACCOUNT | AT COST | ||
| AMCAP FUND A | AT COST | $906,487 | $1,078,447 |
| GROWTH FUND OF AMERICA A | AT COST | $368,686 | $436,811 |
| INVESTMENT COMPANY OF AMERICA A | AT COST | $290,688 | $340,274 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $15 | $15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| IRA TOTAL DISTRIBUTION 1099-R | $1,488,158 |
| IRA SHOWN AS 2022 DONATION | -$1,427,625 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $385 | Amt |
| Net Investment Income | $385 | NetInvestmentIncomeAmt |
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