JANDY AMMONS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JANDY AMMONS FOUNDATION INC (EIN 46-1420271)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349102843
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T16:28:32-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561137607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A LUCAS AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 WESTERN BLVD STE 200 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27606 | 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 | 461420271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JANDY AMMONS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAND | BusinessNameControlTxt |
| Phone | 9196151016 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97487 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276247487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANETTE F AMMONS | PersonNm |
| Person Title | PRESIDENT / CEO | PersonTitleTxt |
| Phone | 9196151016 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEANETTE | PersonFirstNm |
| Person Last | AMMONS | 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 | JOELLEN H WILKES | PreparerPersonNm |
| PTIN | P00181775 | PTIN |
| Phone | 9198514696 | PhoneNum |
| Preparation | 2024-05-03 | 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 | $10,955,301 | 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 | $1,702,283 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $51,604 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,604 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,554 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,554 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $90,080 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $90,080 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $75,395 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,282 | GrossSalesPriceAmt |
| Incm Modifications Adj Net Incm | $20,000 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $1,926,506 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $226,238 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,000 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $9,393 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,393 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,582 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $14,685 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $14,685 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $59,169 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58,225 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $299 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,692 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $426,259 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $426,259 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $514,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $435,951 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,412,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,328 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $427,134 | CashBOYAmt |
| Cash EOY | $93,237 | CashEOYAmt |
| Cash EOYFMV | $93,237 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,177,737 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,257,743 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,257,743 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,652,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,450,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,604,321 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,234,470 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $103,409 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,145,746 | LandBOYAmt |
| Land EOY | $1,131,061 | LandEOYAmt |
| Other Assets BOY | $2,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,008 | OtherAssetsEOYAmt |
| Total Assets BOY | $6,405,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,937,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,955,301 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,405,301 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,937,903 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,405,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,937,903 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,405,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,937,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,405,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,412,418 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,000 | OtherIncreasesAmt |
| Subtotal | $7,837,719 | SubtotalAmt |
| Other Decreases | $899,816 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,937,903 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| SANDOZ GROUP AG SPONADS | P | 2023-11-15 | $6,205 | $4,297 | $1,908 | $1,908 | |
| LOCOR LONG/SHORT COMMODITIES STRGY | P | 2023-10-05 | $186,077 | $190,000 | -$3,923 | -$3,923 | 2023-01-05 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,015 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,131 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,131 | SubtotalAmt |
| Tax Based On Investment Income | $2,131 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,669 | OverpaymentAmt |
| Applied To ES Tax | $2,669 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | WWW.THEJANDYAMMONSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A LUCAS AND COMPANY LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9198514696 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 WESTERN BOULEVARD SUITE 200 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27606 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW L AMMONS | ||||||||
| PO BOX 97487 | RALEIGH | NC | 276247487 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| JEANETTE F AMMONS | ||||||||
| PO BOX 97487 | RALEIGH | NC | 276247487 | PRESIDENT / | 000.00 | $0 | $0 | $0 |
| ANDREW W AMMONS | ||||||||
| PO BOX 97487 | RALEIGH | NC | 276247487 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| JESSIE RUMBLEY | ||||||||
| PO BOX 97487 | RALEIGH | NC | 276247487 | EXECUTIVE DI | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,314,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,129,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,223,140 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,667,241 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,667,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,009 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,537,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $426,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $426,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,131 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,131 | TotalTaxAmt |
| Distributable Before Adj | $424,731 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $20,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $444,731 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $444,731 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $435,951 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $435,951 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $444,731 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $397,085 | UndistributedIncomePYAmt |
| Qualifying Distributions | $435,951 | QualifyingDistributionsAmt |
| Applied To Year1 | $397,085 | AppliedToYear1Amt |
| Applied To Current Year | $38,866 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $405,865 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JESSIE RUMBLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97487 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276247487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9198102444 | RecipientPhoneNum |
| Recipient Email Address | JESSIE@THEJANDYAMMONSFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEE FOUNDATION'S WEBSITE FOR APPLICATION FORMAT AND REQUIRED CONTENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTERS OF INQUIRY MUST BE RECEIVED BY THE FOUNDATION ON OR BEFORE MARCH 6TH. LETTERS OF INVITATION | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE APPLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NC STATE ENGINEERING FOUNDATION | |||||||
| 230 PAGE HALL | RALEIGH | NC | 27695 | NONE | 501(C)3 | FITTS-WOOLARD HALL | $125,000 |
| ARTSPACE | |||||||
| 201 E DAVIE STREET | RALEIGH | NC | 27601 | NONE | 501(C)(3) | EDUCATION ROOM UPFIT | $65,000 |
| BOOK HARVEST | |||||||
| 2501 UNIVERSITY DRIVE | DURHAM | NC | 27707 | NONE | 501(C)(3) | COMMUNITY BOOK BOXES | $20,688 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | 501(C)(3) | EMBANKMENT REPAIR | $50,000 |
| HISTORIC LUCKS CANNERY | |||||||
| PO BOX 119 | SEAGROVE | NC | 27341 | NONE | 501(C)(3) | COMMUNITY CENTER ENTRANCE | $25,000 |
| LEARNING TOGETHER | |||||||
| 568 E LENOIR STREET | RALEIGH | NC | 27601 | NONE | 501(C)(3) | CLASSROOM SUPPLIES | $25,000 |
| NC WILDLIFE FEDERATION | |||||||
| 1024 WASHINGTON STREET | RALEIGH | NC | 27605 | NONE | 501(C)(3) | HABITAT RESTORATION | $20,000 |
| NOTE IN THE POCKET | |||||||
| 4730 HARGROVE ROAD | RALEIGH | NC | 27616 | NONE | 501(C)(3) | RECEPTION MURAL AND ENTRANCE | $21,966 |
| POE CENTER FOR HEALTH EDUCATION | |||||||
| 224 SUNNYBROOK ROAD | RALEIGH | NC | 27610 | NONE | 501(C)(3) | PLAYWELL PARK LABYRINTH | $20,000 |
| TRIANGLE LAND CONSERVANCY | |||||||
| PO BOX 1848 | DURHAM | NC | 27702 | NONE | 501(C)(3) | AGRICULTURE PAVILION | $45,000 |
| WAKE FOREST HISTORIC PRESERVATION | |||||||
| 301 S BROOKS STREET | WAKE FOREST | NC | 27587 | NONE | 501(C)(3) | EDUCATIONAL SIGNAGE | $5,045 |
| WAKE FOREST COLLEGE BIRTHPLACE SOC | |||||||
| 405 N MAIN STREET | WAKE FOREST | NC | 27587 | NONE | 501(C)3 | INTERPRETIVE SIGNAGE | $3,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $426,259 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NC STATE ENGINEERING FOUNDATION | |||||||
| 230 PAGE HALL | RALEIGH | NC | 27695 | NONE | 501(C)(3) | ENVIRONMENTAL LAB | $125,000 |
| NC BOTANICAL GARDEN FOUNDATION | |||||||
| CAMPUS BOX 3375 | CHAPEL HILL | NC | 275993375 | NONE | 501(C)3 | GATHERING CIRCLE IN AMER INDIAN GRDN | $58,853 |
| NC COASTAL FEDERATION | |||||||
| 3609 NC 24 | NEWPORT | NC | 28570 | NONE | 501(C)(3) | EDUCATION SIGNS CONSERVATION SITES | $20,200 |
| NC ZOO | |||||||
| 4403 ZOO PARKWAY | ASHEBORO | NC | 27205 | NONE | 501(C)3 | ART INSTALLATION IN ASIA EXHIBIT | $35,000 |
| RALEIGH RESCUE MISSION | |||||||
| 314 E HARGETT STREET | RALEIGH | NC | 27601 | NONE | 501(C)3 | FACILITY FOR HOMELESS WOMEN AND CHIL | $50,000 |
| VALLEY RIVER ARTS GUILD | |||||||
| 12 PEACHTREE ST | MURPHY | NC | 28906 | NONE | 501(C)3 | COMMUNITY ART EXPANSION | $15,000 |
| NORTH CAROLINA WILDLIFE FEDERATION | |||||||
| 1346 ST JULIEN ST | CHARLOTTE | NC | 28205 | NONE | 501(C)3 | HABITAT RESTORATION AT 10 SITES | $25,000 |
| TRIANLGE LAND CONSERVANCY | |||||||
| PO BOX 1848 | DURHAM | NC | 27702 | NONE | 501(C)3 | AGRICULTURAL PAVILION | $25,000 |
| DIX PARK CONSERVANCY | |||||||
| PO BOX 28575 | RALEIGH | NC | 27611 | NONE | 501(C)3 | ADDITIONAL SIGNAGE OR TECH OR EQUIP | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $404,053 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $51,604 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $84,554 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $75,395 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$2,015 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $75,395 | ExclusionAmt |
| Related Or Exempt Function Incm | $134,143 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $209,538 | 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 | JEANETTE ANDREW AMMONS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8404 SOCIETY PLACE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,702,283 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 32.888 SHS DORSEY WRIGHT FOCUS 5 | NoncashPropertyDesc |
| Fair Market Value | $1,702,283 | FairMarketValueAmt |
| Received | 2023-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PREPARATION OF THE | ||
| ANNUAL FORM 990-PF | $9,393 | $9,393 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING - DOLLAR GENERAL PROPERTY | 2016-12-09 | $572,730 | $88,724 | S/L | 39.0000 | $14,685 | $14,685 |
| LAND - DOLLAR GENERAL PROPERTY | 2016-12-09 | $661,740 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,450,854 | EOYBookValueAmt |
| EOYFMV | $9,604,321 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $572,730 | $103,409 | $469,321 |
| LAND | $661,740 | $661,740 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PREPAID TAXES | $2,000 | $4,800 |
| DIVIDENDS RECEIVABLE | $208 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV VS COST OF CONTRIBUTED STOCK | Desc |
| Amt | $899,816 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PROMOTIONS / MARKETING | $299 | $299 | |
| FOREIGN TAX EXPENSE | $1,843 | $1,843 | |
| INVESTMENT ACCOUNT FEES | $56,382 | $56,382 | |
| INSURANCE EXPENSE | $645 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2022 GRANT RETURNED | Desc |
| Amt | $20,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $4,582 | Amt |
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