MARGARET C WOODSON FOUNDATION INCORPORATED: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET C WOODSON FOUNDATION INCORPORATED (EIN 56-6064938)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202411299349100941
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T14:33:05-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | 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 | 566064938 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET C WOODSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 7049734500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYSSA FEDERICO | PersonNm |
| Person Title | VP & DIRECTOR OF FINANCE - FFTC | PersonTitleTxt |
| Phone | 7049734500 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALYSSA | PersonFirstNm |
| Person Last | FEDERICO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY DOSIK | PreparerPersonNm |
| PTIN | P00890743 | PTIN |
| Phone | 7043771678 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $626,051 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $907,759 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $907,759 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $38,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,000 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,159 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,159 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,628 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $195 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,433 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $195 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,792 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,088,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,088,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,170,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $195 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,170,792 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$263,228 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $889,279 | CashBOYAmt |
| Cash EOY | $626,051 | CashEOYAmt |
| Cash EOYFMV | $626,051 | CashEOYFMVAmt |
| Total Assets BOY | $889,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $626,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $626,051 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $889,279 | RetainedEarningBOYAmt |
| Retained Earning EOY | $626,051 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $889,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $626,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $889,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $626,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $889,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$263,228 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $626,051 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $626,051 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
| Individual With Books | ALYSSA FEDERICO | IndividualWithBooksNm |
| Phone | 7049734500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| DR NILOUS M AVERY II | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| JOHN BE CUNNINGHAM | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| JAMES W DAVIS | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $6,200 | $0 | $0 |
| PATRICIA HOBSON JOHNSON | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| MARY HOLT WOODSON MURPHY | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | CHAIR | 2.00 | $4,000 | $0 | $0 |
| MARLENE BOGER SHAMEL | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| ROBERT P SHAY JR | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| PAUL B WOODSON JR | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $762,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $762,850 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $762,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,443 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $751,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,570 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $37,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,570 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,170,792 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,170,792 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $953,395 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,019,886 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $988,012 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,102,676 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,165,741 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,229,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,170,792 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,133,222 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,362,932 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $953,395 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,409,537 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,019,886 | ExcessFromYear4Amt |
| Excess From Year3 | $988,012 | ExcessFromYear3Amt |
| Excess From Year2 | $1,102,676 | ExcessFromYear2Amt |
| Excess From Year1 | $1,165,741 | ExcessFromYear1Amt |
| Excess From Current Year | $1,133,222 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION FOR THE CAROLINAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7049734500 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 2ND | SubmissionDeadlinesTxt |
| Restrictions On Awards | SOLELY FOCUSED ON DAVIE & ROWAN COUNTIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVOCACY CENTER OF DAVIE COUNTY INC | ||||||||
| 261 SOUTH MAIN STREET | MOCKSVILLE | NC | 27028 | N/A | PC | EMERGENCY ASSISTANCE FOR DAVIE COUNTY RESIDENTS | $7,500 | |
| APPLESEED EARLY CHILDHOOD EDUCATION INC | ||||||||
| 118 SOUTH MAIN STREET STE B | SALISBURY | NC | 28144 | N/A | PC | APSEED EARLY CHILDHOOD EDUCATION - ROWAN | $2,500 | |
| ARC OF NORTH CAROLINA INC | ||||||||
| 343 E SIX FORKS ROAD 300 HEADQUARTE | RALEIGH | NC | 27609 | N/A | PC | EDUCATIONAL ADVOCACY FOR INDIVIDUALS IN ROWAN COUNTY | $8,000 | S |
| BEACON HALL INC | ||||||||
| 422 MITCHELL AVENUE | SALISBURY | NC | 28144 | N/A | PC | ELECTRICAL SERVICE INSTALLATION | $5,000 | |
| BREAD RIOT | ||||||||
| PO BOX 296 | SALISBURY | NC | 28145 | N/A | PC | MOBILE VEGETABLE MARKET | $3,500 | |
| BRIGHT MINDS ACADEMY & AFTERSCHOOL | ||||||||
| 1102 ARBOR DRIVE | SALISBURY | NC | 28144 | N/A | PC | BRIGHT MINDS "CLOSING THE GAP" TUTORING | $5,000 | |
| CAPSTONE RECOVERY CENTER INC | ||||||||
| 418 WEST INNES STREET | SALISBURY | NC | 28144 | N/A | PC | SUBSTANCE ABUSE/MENTAL HEALTH TREATMENT PROGRAM | $10,000 | |
| CATAWBA COLLEGE | ||||||||
| 2300 WEST INNES STREET | SALISBURY | NC | 281442488 | N/A | PC | SCHOLARSHIP SUPPORT - ROWAN AND DAVIE COUNTY STUDENTS | $75,000 | |
| CHILDREN'S CANCER PARTNERS OF THE CAROLINAS INC | ||||||||
| 900 SOUTH PINE STREET SUITE F | SPARTANBURG | SC | 29302 | N/A | PC | DAVIE-ROWAN COUNTIES CHILDHOOD CANCER SAFETY NET | $5,000 | |
| CHILDREN'S HOPE ALLIANCE | ||||||||
| PO BOX 1 BARIUM SPRINGS CAMPUS PO | BARIUM SPRINGS | NC | 28010 | N/A | PC | HEALING THE HURT THROUGH OUTPATIENT THERAPY | $75,000 | |
| COMMUNITIES IN SCHOOLS OF ROWAN COUNTY | ||||||||
| 204 E INNES STREET 240 | SALISBURY | NC | 28144 | N/A | GOV | VOLUNTEER COORDINATOR | $10,000 | |
| COMMUNITY CARE CLINIC OF ROWAN COUNTY INC | ||||||||
| 315-G MOCKSVILLE AVENUE | SALISBURY | NC | 28144 | N/A | PC | MEDICAL, DENTAL, AND PHARMACY OPERATING EXPENSES | $45,000 | |
| COMMUNITY FOUNDATION OF DAVIE COUNTY INC | ||||||||
| PO BOX 546 | MOCKSVILLE | NC | 27028 | N/A | PC | IGNITE DAVIE COLLEGE PROMISE | $20,000 | |
| DAVIDSON COLLEGE | ||||||||
| BOX 7170 OFFICE OF CORPORATE | DAVIDSON | NC | 28035 | N/A | PC | 2023-24 MARGARET C. WOODSON SCHOLARSHIP | $75,000 | FOUNDATION RELATIONS |
| DAVIDSON-DAVIE COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 1287 | LEXINGTON | NC | 272931287 | N/A | PC | DAVIDSON-DAVIE COMMUNITY COLLEGE'S WOODSON SCHOLARSHIPS | $8,000 | |
| DAVIE COUNTY ARTS COUNCIL | ||||||||
| 622 N MAIN STREET | MOCKSVILLE | NC | 27028 | N/A | GOV | ARTS IN EDUCATION | $8,000 | |
| DAVIE COUNTY EMERGENCY SERVICES | ||||||||
| 114 DOCTOR SLATE DRIVE | MOCKSVILLE | NC | 27028 | N/A | GOV | DAVIE COUNTY COMMUNITY PARAMEDIC PROGRAM | $7,000 | |
| DAVIE COUNTY NORTH CAROLINA | ||||||||
| 123 SOUTH MAIN STREET ADMINISTRATIO | MOCKSVILLE | NC | 27028 | N/A | GOV | DAVIE CENTER FOR VIOLENCE PREVENTION OPERATING FUND | $17,500 | BUILDING |
| DAVIE COUNTY SENIOR SERVICES | ||||||||
| 278 MERONEY STREET | MOCKSVILLE | NC | 27028 | N/A | GOV | CAREGIVER SUPPORT PROGRAM | $7,000 | |
| DRAGONFLY HOUSE CHILDREN'S ADVOCACY CENTER | ||||||||
| 387 VALLEY ROAD | MOCKSVILLE | NC | 27028 | N/A | PC | COMMUNITY OUTREACH AND EDUCATION | $17,500 | |
| FAITHFUL FRIENDS ANIMAL SANCTUARY INC | ||||||||
| 220 GRACE CHURCH ROAD | SALISBURY | NC | 28147 | N/A | PC | VETERINARY CARE & MANDATORY SPAY-NEUTER | $15,000 | |
| FAMILIES FIRST-NC INC | ||||||||
| 130 S MAIN STREET 225 | SALISBURY | NC | 28144 | N/A | PC | COURT CHILD CARE CENTER - FOCUS ON FRAGILE CHILDREN | $8,000 | |
| FAMILY CRISIS COUNCIL OF ROWAN INC | ||||||||
| 502 NORTH LONG STREET | SALISBURY | NC | 28144 | N/A | PC | FAMILY CRISIS COUNCIL OF ROWAN OPERATING SUPPORT | $37,000 | |
| FAMILY PROMISE OF DAVIE COUNTY | ||||||||
| 129 LIBERTY CIRCLE | MOCKSVILLE | NC | 27028 | N/A | PC | HOMELESSNESS PREVENTION AND SHELTER DIVERSION | $10,000 | |
| FOOTPRINTS IN THE COMMUNITY | ||||||||
| 1175 WALTON PLACE | SALISBURY | NC | 28146 | N/A | PC | FOOTPRINTS SUMMER THERAPY CAMP | $5,000 | |
| HABITAT FOR HUMANITY OF ROWAN COUNTY | ||||||||
| P O BOX 3356 | SALISBURY | NC | 281453356 | N/A | PC | PURCHASE OF BUILDING LOTS | $10,000 | |
| HAPPY'S FARM INC | ||||||||
| 985 PARKS ROAD | SALISBURY | NC | 28146 | N/A | PC | HAPPY'S "CARGO" EXPRESS VAN | $7,000 | |
| HOOD THEOLOGICAL SEMINARY | ||||||||
| 1810 LUTHERAN SYNOD DRIVE | SALISBURY | NC | 28144 | N/A | PC | WOODSON ENDOWED SCHOLARSHIP AND ANNUAL FUND PROGRAM | $16,000 | |
| HUMANE SOCIETY OF DAVIE COUNTY | ||||||||
| PO BOX 937 | MOCKSVILLE | NC | 27028 | N/A | PC | COMMUNITY PET PROJECT | $10,000 | |
| HUMANE SOCIETY OF ROWAN COUNTY INC | ||||||||
| PO BOX 295 | SALISBURY | NC | 281450295 | N/A | PC | MARGARET C. WOODSON SPAY/NEUTER AND VACCINE PROGRAM | $15,000 | |
| HYGIENE BOX INC | ||||||||
| PO BOX 11811 | CHARLOTTE | NC | 28220 | N/A | PC | SMILES | $3,500 | |
| LIFE CHOICES ROWAN | ||||||||
| 847 S MAIN STREET | SALISBURY | NC | 28144 | N/A | PC | WE'VE GOT THEM COVERED - COMMUNITY DIAPER DRIVE-THRU PROJECT | $7,500 | |
| LIVINGSTONE COLLEGE | ||||||||
| 701 WEST MONROE STREET | SALISBURY | NC | 28144 | N/A | PC | SCHOLARSHIPS FOR UNDER-RESOURCED STUDENTS | $35,000 | |
| MAIN STREET MISSION OF CHINA GROVE INC | ||||||||
| 306 S MAIN STREET | CHINA GROVE | NC | 28023 | N/A | PC | BUILDING COMMUNITY RESILIENCE | $6,000 | |
| MARY BALDWIN UNIVERSITY | ||||||||
| PO BOX 1500 C/O DEVELOPMENT OFFICE | STAUNTON | VA | 244021500 | N/A | PC | WOODSON 1ST SCHOLARSHIP - COHORT 3 | $75,000 | |
| MEALS ON WHEELS OF ROWAN INC | ||||||||
| PO BOX 1914 | SALISBURY | NC | 281451914 | N/A | PC | NUTRITIOUS MEALS AND GROCERIES | $25,000 | |
| MUDDY SNEAKERS INC | ||||||||
| PO BOX 146 | BREVARD | NC | 28712 | N/A | PC | SUPPORTING ROWAN-SALISBURY STUDENT & TEACHER NEEDS, POST-COVID ISOLATION, WITH MUDDY SNEAKERS | $10,000 | |
| NEXT GENERATION SPORTS ACADEMY | ||||||||
| P O BOX 3032 | SALISBURY | NC | 28145 | N/A | PC | ACADEMIC EXCELLENCE | $30,000 | |
| NORTH CAROLINA SYMPHONY SOCIETY INC | ||||||||
| 3700 GLENWOOD AVENUE 130 | RALEIGH | NC | 27612 | N/A | PC | ENSEMBLES IN THE SCHOOLS FOR DAVIE COUNTY STUDENTS | $3,000 | |
| NORTH CAROLINA TRANSPORTATION MUSEUM FOUNDATION | ||||||||
| PO BOX 69 | SPENCER | NC | 28159 | N/A | PC | INCLUSION MATERIALS FOR DAY OUT WITH THOMAS FOR VISITORS WITH AUTISM | $2,500 | |
| ONE LOVE COMMUNITY PROGRAMS INC | ||||||||
| 723 WEST INNES STREET | SALISBURY | NC | 28144 | N/A | PC | MENTAL HEALTH AND SUBSTANCE USE FOR LOW INCOME AND NO INSURANCE | $10,000 | |
| PARTNERS IN LEARNING CHILD DEVELOPMENT CENTER | ||||||||
| 2386 ROBIN ROAD | SALISBURY | NC | 28144 | N/A | PC | NEW FACILITY AND CLINICAL SERVICES | $10,000 | |
| PEDAL FACTORY INC | ||||||||
| PO BOX 2353 | SALISBURY | NC | 28145 | N/A | PC | LET'S RIDE, ROWAN | $4,000 | |
| PIEDMONT PLAYERS THEATRE INC | ||||||||
| PO BOX 762 | SALISBURY | NC | 28145 | N/A | PC | NORVELL EDUCATION PROJECT | $5,000 | |
| POPS AT THE POST INC | ||||||||
| PO BOX 4639 | SALISBURY | NC | 28145 | N/A | PC | POPS AT THE POST 2023 | $3,500 | |
| PREVENT CHILD ABUSE ROWAN INC | ||||||||
| 130 WOODSON STREET | SALISBURY | NC | 28144 | N/A | PC | BEHAVIORAL HEALTH | $30,000 | |
| PROJECT LIGHT ROWAN | ||||||||
| 1500 ROCKWELL ROAD | ROCKWELL | NC | 28138 | N/A | PC | COUNTY-WIDE PRESENTATIONS AND COUNSELING FOR VICTIMS | $2,500 | |
| ROWAN COUNTY CROSBY SCHOLARS COMMUNITY PARTNERSHIP | ||||||||
| 225 NORTH MAIN STREET 102 | SALISBURY | NC | 28144 | N/A | PC | 2023 ROWAN CROSBY SCHOLARS PROGRAM | $10,000 | |
| ROWAN COUNTY DEPARTMENT OF SOCIAL SERVICES | ||||||||
| 1813 E INNES STREET | SALISBURY | NC | 28146 | N/A | GOV | NEW BEDS FOR KIDS TO ENSURE SAFE SLEEPING | $10,000 | |
| ROWAN COUNTY LITERACY COUNCIL INC | ||||||||
| 201 W FISHER STREET | SALISBURY | NC | 28144 | N/A | PC | LEVELING UP: YOUTH LITERACY | $5,000 | |
| ROWAN FOOD AND FARM NETWORK INC | ||||||||
| 1618 NORTH MAIN STREET | SALISBURY | NC | 28144 | N/A | PC | FARMER'S MARKET VOUCHER PROGRAM | $2,500 | |
| ROWAN HELPING MINISTRIES | ||||||||
| 226 NORTH LONG STREET | SALISBURY | NC | 28144 | N/A | PC | CRISIS ASSISTANCE NETWORK - FINANCIAL ASSISTANCE; MIRACLES ON THE HORIZON; IN HONOR & APPRECIATION OF TRICIA JOHNSON FOR HER SERVICE ON THE WOODSON FOUNDATION BOARD | $100,250 | |
| ROWAN MUSEUM INC | ||||||||
| 202 NORTH MAIN STREET | SALISBURY | NC | 28144 | N/A | PC | FROM OUR EARLIEST HISTORY | $3,500 | |
| ROWAN PUBLIC LIBRARY | ||||||||
| 201 WEST FISHER STREET | SALISBURY | NC | 28144 | N/A | GOV | SALISBURY POST MORGUE PRESERVATION PROJECT (SPMPP) | $10,000 | |
| ROWAN VOCATIONAL OPPORTUNITIES INC | ||||||||
| 2728 OLD CONCORD ROAD | SALISBURY | NC | 281461338 | N/A | PC | PURCHASE 15 PASSENGER VAN | $25,000 | |
| ROWAN-CABARRUS COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 1595 | SALISBURY | NC | 281451595 | N/A | PC | REMOVING EDUCATIONAL BARRIERS: SCHOLARSHIPS AND EMERGENCY FUNDING | $30,000 | |
| ROWAN-CABARRUS YMCA | ||||||||
| 215 GUFFY STREET CORPORATE OFFICE | SALISBURY | NC | 28145 | N/A | PC | CHILDCARE SEL PROGRAMMING - YOUTH FINANCIAL ASSISTANCE | $8,000 | |
| ROWAN-SALISBURY SCHOOL SYSTEM | ||||||||
| PO BOX 2349 | SALISBURY | NC | 281452349 | N/A | PC | HORIZON UNLIMITED - MARGARET C. WOODSON PLANETARIUM MAINTENANCE IN 2023 | $5,700 | |
| SALISBURY SYMPHONY INC | ||||||||
| 204 E INNES STREET 260 | SALISBURY | NC | 28144 | N/A | PC | INTENSIVE PIANO & FREE BEGINNER STRING SUMMER CAMPS 2022-2023 | $5,000 | |
| SAVING GRACE FARM INC | ||||||||
| 725 JACKSON ROAD | SALISBURY | NC | 28146 | N/A | PC | EQUINE ASSISTED SERVICES | $5,000 | |
| SMART START OF DAVIE COUNTY INC | ||||||||
| 1278 YADKINVILLE ROAD | MOCKSVILLE | NC | 27028 | N/A | PC | KALEIDOSCOPE, PLAY WITH A PURPOSE | $6,550 | |
| SPECIAL OLYMPICS NORTH CAROLINA INC | ||||||||
| 2200 GATEWAY CENTRE BLVD 201 | MORRISVILLE | NC | 27560 | N/A | PC | SPECIAL OLYMPICS ROWAN COUNTY | $5,000 | |
| STOREHOUSE FOR JESUS | ||||||||
| 675 E LEXINGTON ROAD | MOCKSVILLE | NC | 27028 | N/A | PC | FREE MEDICAL CARE FOR LOW INCOME UNINSURED INDIVIDUALS | $20,000 | |
| TOWN OF SPENCER | ||||||||
| PO BOX 45 | SPENCER | NC | 28159 | N/A | GOV | DOWNTOWN SPENCER MURAL PROJECT | $5,000 | |
| WATERWORKS VISUAL ARTS CENTER INC | ||||||||
| 123 E LIBERTY STREET | SALISBURY | NC | 28144 | N/A | PC | ART FOR ALL: ENGAGE. CONNECT. PARTICIPATE | $7,500 | |
| WESTSIDE COMMUNITY FOUNDATION INC | ||||||||
| 719 S CALDWELL STREET | SALISBURY | NC | 28144 | N/A | PC | WE GOT TALENT- EDUCATION, STEM AND ART | $12,000 | |
| YOUNG LIFE MINISTRIES | ||||||||
| PO BOX 4465 | SALISBURY | NC | 28145 | N/A | PC | CAMP SCHOLARSHIP FOR LOW-INCOME ROWAN COUNTY TEENAGERS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,088,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET C WOODSON TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O US TRUST CO 114 WEST 47TH STREE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $907,759 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $1,627 | $0 | $0 | $1,627 |
| BANK FEES | $195 | $195 | $0 | $0 |
| POSTAGE | $213 | $0 | $0 | $213 |
| DIRECTORS EXPENSES | $593 | $0 | $0 | $593 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $38,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38,000 | DisbursementsCharitablePrpsAmt |
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