SUE & JOHN IRVIN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUE & JOHN IRVIN FOUNDATION (EIN 87-2704885)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-02
- IRS object ID
- 202421239349101137
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T13:17:59-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561393362 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERTSON NEAL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2367 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274022367 | 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 | 872704885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE & JOHN IRVIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUE& | BusinessNameControlTxt |
| Phone | 3362078778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 WELLSPRING DRIVE APT 2206 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY B IRVIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3364781189 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY B | PersonFirstNm |
| Person Last | IRVIN | 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 | MARGARET M LUEBKE CPA | PreparerPersonNm |
| PTIN | P00003246 | PTIN |
| Phone | 3363799932 | PhoneNum |
| Preparation | 2024-05-01 | 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 | $682,797 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $99,456 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $48 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $16,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,237 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $16,248 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,337 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,824 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,337 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $162,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,622 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,296 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $1,619 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,619 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,049 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $460 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,536 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,296 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,365 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,365 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $494,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $585,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $673,432 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $536,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $595,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $682,797 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $536,651 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $595,065 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $536,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $595,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $536,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $595,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $536,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,414 | ExcessRevenueOverExpensesAmt |
| Subtotal | $595,065 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $595,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 33 AMGEN INC | P | 2022-06-27 | 2023-05-23 | $7,445 | $8,080 | -$635 | -$635 |
| 674.88 DODGE & COX GLOBAL BOND | P | 2022-06-27 | 2023-05-23 | $7,000 | $6,889 | $111 | $111 |
| 68 EMERSON ELECTRIC | P | 2022-06-27 | 2023-05-23 | $5,535 | $5,591 | -$56 | -$56 |
| 10 EMERSON ELECTRIC | P | 2022-10-24 | 2023-05-23 | $814 | $835 | -$21 | -$21 |
| 248 ISHARES FLOATING RATE BOND ETF | P | 2022-12-29 | 2023-05-23 | $12,547 | $12,472 | $75 | $75 |
| 110 S E I INVESTMENTS CO | P | 2022-06-27 | 2023-05-23 | $6,363 | $6,078 | $285 | $285 |
| 109 VANGUARD FTSE DEVELOPED MARKETS | P | 2022-06-27 | 2023-05-23 | $5,006 | $4,525 | $481 | $481 |
| 649.946 VANGUARD GNMAA | P | 2022-11-18 | 2023-05-23 | $6,000 | $5,972 | $28 | $28 |
| 835 APPLE INC | D | 2020-10-17 | 2023-08-15 | $148,611 | $99,456 | $49,155 | $49,155 |
| 58 ABBOTT LABORATORIES | P | 2022-12-29 | 2023-11-09 | $5,512 | $6,399 | -$887 | -$887 |
| 495 HUNTINGTON BANCSHARES | P | 2022-06-27 | 2023-11-09 | $5,163 | $6,116 | -$953 | -$953 |
| 295 ISHARES FLOATING RATE | P | 2023-08-15 | 2023-11-09 | $14,942 | $14,962 | -$20 | -$20 |
| 93 TORANTO DOMINION BANK | P | 2022-06-27 | 2023-11-09 | $5,455 | $6,112 | -$657 | -$657 |
| 1880.645 DFA INFLATION PROTECTED SEC | P | 2023-12-15 | $20,431 | $21,000 | -$569 | -$569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,337 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$639 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $841 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $841 | SubtotalAmt |
| Tax Based On Investment Income | $841 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $42 | 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 | NANCY B IRVIN | IndividualWithBooksNm |
| Phone | 3362078778 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 WELLSPRING DRIVE APT 2206 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27410 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY B IRVIN | ||||||||
| 4100 WELLSPRING DRIVE APT 2206 | GREENSBORO | NC | 27410 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| MELISSA BALL | ||||||||
| 5223 THE TRAIL | BRUINGTON | VA | 23023 | SECRETARY | 0.25 | $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 | $579,130 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $593,222 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $593,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,898 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $584,324 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $841 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $841 | TotalTaxAmt |
| Distributable Before Adj | $28,375 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,375 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,375 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,375 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $28,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,960 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,625 | RemainingDistriFromCorpusAmt |
| Total Corpus | $100,585 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $100,585 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $28,960 | ExcessFromYear1Amt |
| Excess From Current Year | $71,625 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NANCY B IRVIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TOE RIVER ARTS COUNCIL INC | ||||||
| 269 OAK AVE | SPRUCE PINE | NC | 28777 | NONE | GENERAL FUND | $5,000 |
| COMMUNITY FOUNDATION OF GREATER GRE | ||||||
| 301 N ELM ST SUITE 100 | GREENSBORO | NC | 27401 | NONE | WOMEN TO WOMEN | $50,000 |
| GOODLY FRAME THEATER | ||||||
| PO BOX 2578 | GREENSBORO | NC | 27402 | NONE | GENERAL FUND | $20,000 |
| WILD TRAILS NC | ||||||
| 6910 HOLMAN MILL ROAD | SNOW CAMP | NC | 27349 | NONE | GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $46,337 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,296 | ExclusionAmt |
| Related Or Exempt Function Incm | $46,337 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,633 | 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 |
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 Person | NANCY B IRVIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4100 WELLSPRING DRIVE APT 2206 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $99,456 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 835 SH APPLE INC | NoncashPropertyDesc |
| Fair Market Value | $149,440 | FairMarketValueAmt |
| Received | 2023-08-09 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB SECURITIES | StockNm |
| EOY Book Value | $585,700 | EOYBookValueAmt |
| EOYFMV | $673,432 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ACCOUNT FEES | $7 | $7 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,619 | Amt |
| Net Investment Income | $1,619 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $460 | $460 |
| FEDERAL INCOME TAX | $1,589 |
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