BLACKWELDER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BLACKWELDER FAMILY FOUNDATION (EIN 81-4320192)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-10
IRS object ID
202431319349100003
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

FieldValueIRS element (for citing)
Return2024-05-10T00:40:22-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560571159PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERNARD ROBINSON & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E CUMBERLAND STREETAddressLine1Txt
CityDUNNCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28334ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814320192EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BLACKWELDER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBLACBusinessNameControlTxt
Phone2523297900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13506 GREENVILLE BLVD NEAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP27834ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARRETT BLACKWELDERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2523297900PhoneNum
Signature2024-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARRETTPersonFirstNm
Person LastBLACKWELDERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDDY H ROBINSONPreparerPersonNm
PTINP00174761PTIN
Phone9108921021PhoneNum
Preparation2024-04-30PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,300,564FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,715InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,715InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$142,787DividendsRevAndExpnssAmt
Dividends Net Invst Incm$142,787DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$301,660NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$301,660GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$301,660CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,451,162TotalRevAndExpnssAmt
Total Net Invst Incm$451,162TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$9,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$36,545OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36,545OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,545TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,545TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$340,210ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$340,210ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$385,755TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,545TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$340,210TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,065,407ExcessRevenueOverExpensesAmt
Net Investment Income$414,617NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$542,486CashBOYAmt
Cash EOY$824,397CashEOYAmt
Cash EOYFMV$824,397CashEOYFMVAmt
Other Nts And Loans Rcvbl BOY$360OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Other Investments BOY$4,626,363OtherInvestmentsBOYAmt
Other Investments EOY$5,476,167OtherInvestmentsEOYAmt
Other Investments EOYFMV$5,476,167OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,169,209TotalAssetsBOYAmt
Total Assets EOY$6,300,564TotalAssetsEOYAmt
Total Assets EOYFMV$6,300,564TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,169,209NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,300,564NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,169,209TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,300,564TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,169,209TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,300,564TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,169,209TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,065,407ExcessRevenueOverExpensesAmt
Other Increases$65,948OtherIncreasesAmt
Subtotal$6,300,564SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,300,564TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$74,957$74,957$74,957
PUBLICLY TRADED SECURITIES$226,703$226,703$226,703
FieldValueIRS element (for citing)
Capital Gain Net Income$301,660CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,763InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,763SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,763TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,570EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,570TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$807OverpaymentAmt
Applied To ES Tax$807AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALAN MIZELLEIndividualWithBooksNm
Phone2523297900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13506 GREENVILLE BLVD NEAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP27834ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARRETT BLACKWELDER
1105 AUTUMN LAKE DRIVEGRIMESLANDNC27837PRESIDENT1.00$0$0$0
CORRIE BLACKWELDER
1105 AUTUMN LAKE DRIVEGRIMESLANDNC27837SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,586,068AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$523,866AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,109,934TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,109,934AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$76,649CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,033,285NetVlNoncharitableAssetsAmt
Minimum Investment Return$251,664MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$251,664MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,763TaxBasedOnInvestmentIncomeAmt
Total Tax$5,763TotalTaxAmt
Distributable Before Adj$245,901DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$245,901DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$245,901DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$340,210ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$340,210QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$245,901DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$74,481ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$164,723ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$77,010ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$316,214TotalExcessDistributionCyovAmt
Qualifying Distributions$340,210QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$245,901AppliedToCurrentYearAmt
Remaining Distri From Corpus$94,309RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$410,523TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$74,481ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$336,042ExcessDistriCyovToNextYrAmt
Excess From Year4$164,723ExcessFromYear4Amt
Excess From Year1$77,010ExcessFromYear1Amt
Excess From Current Year$94,309ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGARRETT BLACKWELDERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACES FOR AUTISM
925 CONFERENCE DRIVEGREENVILLENC27858NONEPCUNRESTRICTED PROGRAM USE$10,000
BERT'S BIG ADVENTURE INC
PO BOX 420917ATLANTAGA30342NONEPCUNRESTRICTED PROGRAM USE$25,000
CITY OF REFUGE
1350 S WINSTEAD AVENUEROCKY MOUNTNC27803NONEPCUNRESTRICTED PROGRAM USE$5,000
DAUGHTERS OF WORTH
1412 EVANS ST SUITE 103-BGREENVILLENC27836NONEPCUNRESTRICTED PROGRAM USE$500
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129NONEPCUNRESTRICTED PROGRAM USE$300
HAVEN AT BLUE CREEK
PO BOX 216SIMPSONNC27879NONEPCUNRESTRICTED PROGRAM USE$2,500
HOPE OF GLORY MINISTRIESINC
103 E ARLINGTON BLVD SUITE 106GREENVILLENC27836NONEPCUNRESTRICTED PROGRAM USE$5,000
CHILDREN'S MIRACLE NETWORK HOSPITALS
205 W 700 SSALT LAKE CITYUT84101NONEPCUNRESTRICTED PROGRAM USE$5,000
NEW MERCIES TABERNACLE MISSIONARY BAPTIST CHURCH
2009 PACTOLUS HWYGREENVILLENC27834NONEPCUNRESTRICTED PROGRAM USE$1,620
OPENDOOR CHURCH
4584 REEDY BRANCH ROADWINTERVILLENC28590NONEPCUNRESTRICTED PROGRAM USE$200,000
JOHN PAUL II CATHOLIC HIGH SCHOOL
2725 E 14TH STREETGREENVILLENC27858NONEPCUNRESTRICTED PROGRAM USE$790
SPORT WORKS
1720 FOREST HILL DRIVEGREENVILLENC27858NONEPCUNRESTRICTED PROGRAM USE$15,000
THE COMMUNITY FOUNDATION OF NC EAST
PO BOX 3985GREENVILLENC27836NONEPCUNRESTRICTED PROGRAM USE$1,500
THE OAKWOOD SCHOOL
4000 MACGREGOR DOWN ROADGREENVILLENC27834NONEPCUNRESTRICTED PROGRAM USE$2,000
WAYNE PREGNANCY CENTER
PO BOX 1235GOLDSBORONC27533NONEPCUNRESTRICTED PROGRAM USE$66,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$340,210TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,715ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$142,787ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$301,660ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$451,162ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$451,162TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (28 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
GARRETT BLACKWELDER
11105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$276,321Yes (X)
GARRETT BLACKWELDER
21105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$1,776Yes (X)
GARRETT BLACKWELDER
31105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$15,383Yes (X)
GARRETT BLACKWELDER
41105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$28,591Yes (X)
GARRETT BLACKWELDER
51105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$24,988Yes (X)
GARRETT BLACKWELDER
61105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$23,659Yes (X)
GARRETT BLACKWELDER
71105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$35,450Yes (X)
GARRETT BLACKWELDER
81105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$44,460Yes (X)
GARRETT BLACKWELDER
91105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$20,956Yes (X)
GARRETT BLACKWELDER
101105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$32,567Yes (X)
GARRETT BLACKWELDER
111105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$24,299Yes (X)
GARRETT BLACKWELDER
121105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$27,437Yes (X)
GARRETT BLACKWELDER
131105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$28,563Yes (X)
GARRETT BLACKWELDER
141105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$13,433Yes (X)
GARRETT BLACKWELDER
151105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$25,645Yes (X)
GARRETT BLACKWELDER
161105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$32,351Yes (X)
GARRETT BLACKWELDER
171105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$27,950Yes (X)
GARRETT BLACKWELDER
181105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$35,396Yes (X)
GARRETT BLACKWELDER
191105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$34,400Yes (X)
GARRETT BLACKWELDER
201105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$30,366Yes (X)
GARRETT BLACKWELDER
211105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$31,377Yes (X)
GARRETT BLACKWELDER
221105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$19,038Yes (X)
GARRETT BLACKWELDER
231105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$35,999Yes (X)
GARRETT BLACKWELDER
241105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$29,282Yes (X)
GARRETT BLACKWELDER
251105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$25,502Yes (X)
GARRETT BLACKWELDER
261105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$33,272Yes (X)
GARRETT BLACKWELDER
271105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$14,806Yes (X)
GARRETT BLACKWELDER
281105 AUTUMN LAKES DRIVEGRIMESLANDNC27837$26,733Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (27 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
226 CRH ORD EUR$1,7762023-12-21
3446 GENPACT LIMITED$15,3832023-12-21
4321 APTIV PLC$28,5912023-12-21
5109 NXP SEMICONDUCTORS$24,9882023-12-21
6198 AKAMAI TECHNOLOGIES$23,6592023-12-21
7250 ALPHABET INC$35,4502023-12-21
8289 AMAZON.COM INC$44,4602023-12-21
9229 CBRE GROUP INC$20,9562023-12-21
10740 COHERENT CORP$32,5672023-12-21
11552 COMCAST CORP$24,2992023-12-21
12298 CROWN HLDGS INC$27,4372023-12-21
13124 DANAHER CORPORATION$28,5632023-12-21
14100 DOLLAR TREE INC$13,4332023-12-21
15144 F5 INC$25,6452023-12-21
16256 GLOBAL PAYMENTS INC$32,3512023-12-21
17104 HCA HEALTHCARE INC$27,9502023-12-21
1857 INTUIT INC$35,3962023-12-21
19150 IQVIA HLDGS INC$34,4002023-12-21
20504 MARVELL TECHNOLOGY INC$30,3662023-12-21
2184 MICROSOFT CORP$31,3772023-12-21
2244 S&P GLOBAL INC$19,0382023-12-21
23528 SCHWAB CHARLES CORP$35,9992023-12-21
24189 T-MOBILE US INC$29,2822023-12-21
25159 TAKE-TWO INTERACTIVE SOFTWARE INC$25,5022023-12-21
2664 UNITEDHEALTH GROUP INC$33,2722023-12-21
2763 VERISK ANALYTICS INC$14,8062023-12-21
28103 VISA INC$26,7332023-12-21

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$5,476,167BookValueAmt
EOYFMV$5,476,167EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEESDesc
Revenue And Expenses Per Books$36,545RevenueAndExpensesPerBooksAmt
Net Investment Income$36,545NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$65,948Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990-PF TAXCategoryTxt
Amt$9,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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