MARY E CARNRICK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARY E CARNRICK FOUNDATION (EIN 56-2114068)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202431319349103058
- 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
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T15:23:25-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271683389 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert M Barnwell CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6117 Tripp Place | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28277 | 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 | 562114068 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY E CARNRICK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 7043650390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 Greenwich Road | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A STUART MCKAIG III | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7043650390 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | A STUART | PersonFirstNm |
| Person Last | MCKAIG III | 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 | Robert M Barnwell | PreparerPersonNm |
| PTIN | P01231673 | PTIN |
| Phone | 7045760913 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 |
| Dividends Rev And Expnss | $4,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,337 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,337 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $26,376 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,675 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $60 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $123 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $36,234 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $401,234 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $365,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$397,179 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,337 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $180,191 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $4,207 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $222,312 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $406,710 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $406,710 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $406,710 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $406,710 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $60 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | Yes (true) | 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 | A Stuart McKaig III | IndividualWithBooksNm |
| Phone | 7043650390 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 Greenwich Road | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| A Stuart McKaig III | ||||||||
| 219 Greenwich Road | Charlotte | NC | 28211 | Director | 0.25 | $0 | $0 | $0 |
| John Crawford | ||||||||
| 6049 Sierra Drive | Charlotte | NC | 28216 | Director | 0.25 | $0 | $0 | $0 |
| William L Maxwell | ||||||||
| 736 Hempstead Place | Charlotte | NC | 28207 | Director | 0.15 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $365,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $365,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $277,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $277,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $520,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $835,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $865,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,775,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $365,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $365,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,140,000 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $277,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,862,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $277,500 | ExcessFromYear4Amt |
| Excess From Year3 | $520,000 | ExcessFromYear3Amt |
| Excess From Year2 | $835,000 | ExcessFromYear2Amt |
| Excess From Year1 | $865,000 | ExcessFromYear1Amt |
| Excess From Current Year | $365,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| A Stuart McKaig III | |||||||
| 219 Greenwich Road | Charlotte NC | NC | 28211 | 7043650390 | Requests for donations should be submitted to the Board of Directors and | NONE | Donee must be a IRC Section 501(c)(3) organization. |
| A STUART MCKAIG III | |||||||
| 219 GREENWICH ROAD | CHARLOTTE | NC | 28210 | 7043650390 | Include proof of exempt status under IRC Section 501(c)(3). | ||
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRIENDSHIP TRAYS - LOAVES & FISHES | ||||||
| 648 Griffith Rd B Charlotte | Charlotte | NC | 28217 | PAID301(c)(3) | UNRESTRICTED | $0 |
| ADA JENKINS CENTER | ||||||
| 212 Gamble St Davidson | DAVIDSON | NC | 28036 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| BETHLEHEM CENTER OF CHARLOTTE NC | ||||||
| 2705 Baltimore Avenue | Charlotte | NC | 28203 | PAID301(c)(3) | UNRESTRICTED | $0 |
| CARS INSPIRING YOUTH | ||||||
| 1800 Camden Road | Charlotte | NC | 28203 | PAID301(c)(3) | UNRESTRICTED | $0 |
| CAMP BOOMERANG OF SISKEY FAMILY YMCA | ||||||
| 3127 Weddington Road | Matthews | NC | 28105 | PAID301(c)(3) | UNRESTRICTED | $0 |
| CHARLOTTE HEALTCARE FOUNDATION | ||||||
| 208 EAST BLVD | Charlotte | NC | 28203 | PAID301(c)(3) | UNRESTRICTED | $0 |
| CHARLOTTE RESCUE MISSION | ||||||
| P O Box 33000 | Charlotte | NC | 28233 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| IN REACH | ||||||
| 4425 Randolph Rd Suite 400 | Charlotte | NC | 28211 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| INTERNATIONAL MYCLOMA FOUNDATION | ||||||
| 12650 Riverside Drive Suite 206 | North Hollywood | CA | 91607 | PAID301(c)(3) | UNRESTRICTED | $0 |
| SALVATION ARMY BOYS & GIRLS CLUB | ||||||
| P O Box 31128 | Charlotte | NC | 28231 | PAID301(c)(3) | UNRESTRICTED | $20,000 |
| SALVATION ARMY CENTER OF HOPE | ||||||
| 534 SPRATT STREET | CHARLOTTE | NC | 28206 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| SHEPHERD'S CENTER | ||||||
| 3115 PROVIDENCE ROAD | CHARLOTTE | NC | 28211 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| THOMPSON CHILD & FAMILY FOCUS | ||||||
| 6800 ST PETERS LANE | MATTHEWS | NC | 28105 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| ALEXANDER YOUTH NETWORK | ||||||
| 6220 Thermal Road | Charlotte | NC | 28211 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| CHARLOTTE HOUSING AUTHORITY SCHOLARSHIP FUND | ||||||
| 306 Benjamin Street | CHARLOTTE | NC | 28203 | PAID301(c)(3) | UNRESTRICTED | $0 |
| COMMUNITIES IN SCHOOLS | ||||||
| 601 E 5th Street Suite 300 | CHARLOTTE | NC | 28202 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| NEVINS CENTER | ||||||
| 3528 Nevins Road | Charlotte | NC | 28269 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| HOSPITALITY HOUSE | ||||||
| 1400 SCOTT AVE | CHARLOTTE | NC | 28203 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 5950 Fairview Rd 250 | CHARLOTTE | NC | 28210 | PAID301(c)(3) | UNRESTRICTED | $0 |
| LIFESPAN | ||||||
| 200 Clanton Road | CHARLOTTE | NC | 28217 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| LIZ MURRAY SCHOLARSHIP FUND | ||||||
| 132 N McDowell Street | CHARLOTTE | NC | 28202 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| UMAR | ||||||
| 9900 Kincey Ave Suite 190 | Huntersville | NC | 28078 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| JACKSON PARK MINISTRIES | ||||||
| 5415 Airport Drive | Charlotte | NC | 28208 | PAID301(c)(3) | UNRESTRICTED | $0 |
| CHARLOTTE FAMILY HOUSING | ||||||
| 300 Hawthorne Lane | Charlotte | NC | 28204 | PAID301(c)(3) | UNRESTRICTED | $20,000 |
| PHILIPS ACADEMY | ||||||
| 3115 PROVIDENCE ROAD | CHARLOTTE | NC | 28211 | PAID301(c)(3) | UNRESTRICTED | $20,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 3801 E Independence Blvd | Charlotte | NC | 28204 | PAID301(c)(3) | UNRESTRICTED | $5,000 |
| PROJECT ONE SCHOLARSHIP FUND | ||||||
| 2438 Hassell Place | CHARLOTTE | NC | 28209 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| ANSWER SCHOLARSHIPS | ||||||
| 6420 Rea Road Suite 355 | Charlotte | NC | 28277 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| MOTHERS OF MURDERED OFFSPRING | ||||||
| 2425 KINGS PARK DR | CHARLOTTE | NC | 28208 | PAID301(c)(3) | UNRESTRICTED | $20,000 |
| INNER VISION | ||||||
| 415 E 4th Street | Charlotte | NC | 28202 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| MAKE A WISH FOUNDATION | ||||||
| 212 S TRYON STREET | CHARLOTTE | NC | 28201 | PAID301(c)(3) | UNRESTRICTED | $0 |
| CARE TO SHARE OUTREACH CENTER | ||||||
| 6600 THE PLAZA | CHARLOTTE | NC | 28215 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| PROJECT LIFE MOVEMENT | ||||||
| 1115 E Morehead St 228 | CHARLOTTE | NC | 28204 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| MEN'S SHELTER OF CHARLOTTE | ||||||
| 1210 N Tryon St | CHARLOTTE | NC | 28206 | PAID301(c)(3) | UNRESTRICTED | $0 |
| NIX-SULLIVAN COMPLEX | ||||||
| 7326 Meadowland Drive | CHARLOTTE | NC | 28215 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| THE RELATIVES YOUTH CRISIS CENTER | ||||||
| 1100 East Blvd 460 | CHARLOTTE | NC | 28203 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| SHELTER HEALTH SERVICES INC | ||||||
| 534 Spratt St | CHARLOTTE | NC | 28206 | PAID301(c)(3) | UNRESTRICTED | $0 |
| RALLY CHARLOTTE | ||||||
| 813 REGENCY DRIVE | CHARLOTTE | NC | 28211 | PAID301(c)(3) | UNRESTRICTED | $0 |
| CATHERINE'S HOUSE | ||||||
| 141 MERCY DRIVE | BELMONT | NC | 28012 | PAID301(c)(3) | UNRESTRICTED | $5,000 |
| CHARLOTTE NEUROSCIENCE FOUNDATION | ||||||
| 300 BILLINGSLEY RD STE 108 | CHARLOTTE | NC | 28211 | PAID301(c)(3) | UNRESTRICTED | $15,000 |
| ATRIUM HEALTH FOUNDATION | ||||||
| 208 EAST BLVD | CHARLOTTE | NC | 28203 | PAID301(c)(3) | UNRESTRICTED | $0 |
| ALLIANCE CENTER FOR EDUCATION | ||||||
| 700 Parkwood Ave 206 | CHARLOTTE | NC | 28205 | PAID301(c)(3) | UNRESTRICTED | $15,000 |
| GREATER STEPS SCHOLARS | ||||||
| 220 N Tryon St Charlotte | CHARLOTTE | NC | 28202 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| ROOF ABOVE | ||||||
| 1210 N Tryon Street | CHARLOTTE | NC | 28206 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| SECOND HARVEST FOOD BANK | ||||||
| 500 Spratt St B | CHARLOTTE | NC | 28206 | PAID301(c)(3) | UNRESTRICTED | $10,000 |
| LOAVES & FISHES | ||||||
| 2701 PARK ROAD | CHARLOTTE | NC | 28209 | PAID301(c)(3) | UNRESTRICTED | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,337 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$282 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,055 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,055 | 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 | R Barnwell CPA Tax Preparation | CategoryTxt |
| Amt | $9,675 | Amt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt | Sales ExpenseSalesExpenseAmt |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY XXX-XX-XXXX | ||||||||
| FHLMC 30G A27027 | 2006-06 | Purchased | 2023-10 | $395 | $419 | Cost | -$24 | |
| MORGAN STANLEY XXX-XX-XXXX | ||||||||
| FHLMC 30 G A34516 | 2005-03 | Purchased | 2023-10 | $194 | $202 | Cost | -$8 | $0 |
| MORGAN STANLEY XXX-XX-XXXX | ||||||||
| FNMA POOL 600664 | 2009-05 | Purchased | 2023-10 | $405 | $516 | -$111 | ||
| MORGAN STANLEY XXX-XX-XXXX | ||||||||
| FNMA POOL 754903 | 2009-05 | Purchased | 2023-10 | $578 | $622 | -$44 | ||
| MORGAN STANLEY XXX-XX-XXXX | ||||||||
| FNMA POOL 754903 | 2009-05 | Purchased | 2023-10 | $1,312 | -$95 | $1,407 | ||
| MORGAN STANLEY XXX-XX-XXXX | ||||||||
| GNMA POOL 003331 | 2003-01 | Purchased | 2023-10 | $1,288 | $949 | $0 | $339 | |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MSILF GOVERNMENT PTF INST | CategoryOrItemTxt |
| Book Value | $0 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt |
|---|---|
| McKaig Law firm Legal Services | $26,376 |
| John Keller PA Legal Services | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK FEES | $0 |
| BROKERAGE $ INVEST EXP | |
| NEWSPAPER NOTICE | $47 |
| PRINTING CHARGE | |
| BRIDGE TOWER | $76 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET ADJUSTMENT | Desc |
| Amt | -$9,531 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL ESTIMATES | $0 |
| FEDERAL TAX RETURN | $60 |
| FOREIGN TAX | $0 |
| ACCRUED INTEREST PAID | $0 |
| HERNANDO CITY TAX | $0 |
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