ROBB AND VEDA KAUFMAN HOLINESS ADVANCEMENT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBB AND VEDA KAUFMAN HOLINESS ADVANCEMENT FOUNDATION (EIN 88-3671200)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349102334
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T10:46:49-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 834616714 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESSON CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2310 N CENTENNIAL ST STE 101 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27265 | 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 | 883671200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBB AND VEDA KAUFMAN HOLINESS | BusinessNameLine1Txt |
| Business Name Line2 | ADVANCEMENT FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBB | BusinessNameControlTxt |
| Phone | 5708376064 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702B NORTH SILVER STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27292 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DELMAR ROBB KAUFMAN | PersonNm |
| Person Title | DIRECTOR AND PRESIDENT | PersonTitleTxt |
| Phone | 5708376064 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DELMAR | PersonFirstNm |
| Person Last | ROBB KAUFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS CHESSON | PreparerPersonNm |
| PTIN | P00022055 | PTIN |
| Phone | 3366631013 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $105,747,967 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,456,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,456,128 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,625,535 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,384,591 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,565,960 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,505,836 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,886,758 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,336,429 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,908,846 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,580 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $149,274 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $149,274 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $770,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $73,233 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,871 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $992,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $222,507 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,678,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,678,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,671,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $222,507 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,678,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $665,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,686,339 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $6,226,789 | CashEOYAmt |
| Cash EOYFMV | $6,226,789 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,800,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,318,543 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,318,543 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $60,371,518 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $44,047,260 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $60,371,518 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $60,371,518 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $86,960 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $86,860 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $22,999,773 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,632,769 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,863,429 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,904,472 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,730,161 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,199,846 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,876,969 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $30,063,632 | OtherAssetsBOYAmt |
| Other Assets EOY | $305,495 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $273,698 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $99,911,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,046,392 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,747,967 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $396,658 | AccountsPayableEOYAmt |
| Deferred Revenue EOY | $1,027,301 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,423,959 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $99,911,165 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $99,622,433 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,911,165 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,622,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,911,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,046,392 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,911,165 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $665,200 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $100,576,365 | SubtotalAmt |
| Other Decreases | $953,932 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,622,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25% SHARE IN AMERICAN CARGO GROUP TRAILERS, LLC | D | 2022-12-01 | 2023-01-05 | $30,000,000 | $6,808,505 | $23,191,495 | $23,191,495 |
| TRUIST INVESTMENT ACCOUNT #119995 - SHORT TERM | $884,407 | $891,609 | -$7,202 | -$7,202 | |||
| EDWARD JONES INVESTMENT ACCOUNT | $745 | $745 | |||||
| ADJ TO PY SALE OF LLC FOR BASIS INCREASE FROM K-1 INCOME - KAUFMAN TRAILERS, | D | 2022-11-01 | 2023-06-30 | $736,829 | -$736,829 | -$736,829 | |
| ADJ TO PY SALE OF LLC FOR BASIS INCREASE FROM K-1 INCOME - INDUSTRIAL MATERI | D | 2022-11-01 | 2023-06-30 | $1,382,433 | -$1,382,433 | -$1,382,433 | |
| ADJ TO CY SALE OF LLC FOR BASIS INCREASE FROM K-1 INCOME - AMERICAN CARGO GR | D | 2022-12-01 | 2023-01-05 | $500,184 | $500,184 | $500,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,565,960 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $357,040 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $357,040 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $357,040 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $444,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $444,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6,855 | EsPenaltyAmt |
| Overpayment | $80,105 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $80,105 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANNAH MCDOWELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5708376064 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702B NORTH SILVER STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| DELMAR ROBB KAUFMAN | ||||||||
| 702B NORTH SILVER STREET | LEXINGTON | NC | 27292 | DIRECTOR AND PRESIDENT | 2.00 | $0 | $0 | $0 |
| THOMAS WAYNE SANDERS | ||||||||
| 702B NORTH SILVER STREET | LEXINGTON | NC | 27292 | DIRECTOR, SECRETARY, AND TREASURER | 1.00 | $0 | $0 | $0 |
| JOSEPH LARRY SMITH | ||||||||
| 702B NORTH SILVER STREET | LEXINGTON | NC | 27292 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL RAYMOND HARDY | ||||||||
| 702B NORTH SILVER STREET | LEXINGTON | NC | 27292 | DIRECTOR | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $26,468,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,664,212 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $60,457,216 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,590,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $97,590,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,463,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $96,126,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,806,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,806,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $357,040 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $339,796 | IncomeTaxAmt |
| Total Tax | $696,836 | TotalTaxAmt |
| Distributable Before Adj | $4,109,483 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,109,483 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,109,483 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,678,435 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,678,435 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,109,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,748,974 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,678,435 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,748,974 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,929,461 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,180,022 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DELMAR ROBB KAUFMAN | ContributingManagerNm |
| Shareholder Manager | DELMAR ROBB KAUFMAN | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AFRICAN OUTREACH MINISTERIES | |||||||
| PO BOX 644 | NEWFIELD | NJ | 08344 | PC | CHURCH ROOFS IN MALAWI | $12,000 | |
| AFRICAN OUTREACH MINISTERIES | |||||||
| PO BOX 644 | NEWFIELD | NJ | 08344 | PC | EVANGELISTIC TRIP TO MALAWI, 2 COUPLES | $8,000 | |
| ALLEGHENY WESLEYAN COLLEGE | |||||||
| 2161 WOODSDALE ROAD | SALEM | OH | 44460 | PC | CONSTRUCTION OF PRESIDENT'S HOUSE | $1,000,000 | |
| ALLEGHENY WESLEYAN COLLEGE | |||||||
| 2161 WOODSDALE ROAD | SALEM | OH | 44460 | PC | GENERAL FUND | $200,000 | |
| ALLEGHENY WESLEYAN COLLEGE | |||||||
| 2161 WOODSDALE ROAD | SALEM | OH | 44460 | PC | STAFF/STUDENT MEDICAL FUND | $100,000 | |
| ALLEGHENY WESLEYAN COLLEGE | |||||||
| 2161 WOODSDALE ROAD | SALEM | OH | 44460 | PC | STUDENT SCHOLARSHIPS | $200,000 | |
| ALLEGHENY WESLEYAN COLLEGE | |||||||
| 2161 WOODSDALE ROAD | SALEM | OH | 44460 | PC | WORK PROJECTS | $75,000 | |
| ALLEGHENY WESLEYAN COLLEGE | |||||||
| 2161 WOODSDALE ROAD | SALEM | OH | 44460 | PC | WORK-STUDY PROGRAM | $125,000 | |
| ALLEGHENY WESLEYAN METHODIST YOUTH | |||||||
| C/O REV PAUL KRUSE 164 MAIN ST | PITTSFIELD | PA | 16340 | PC | BASKETBALL AND VOLLEYBALL EQUIPMENT | $13,000 | |
| ALLEGHENY WESLEYAN METHODIST YOUTH | |||||||
| C/O REV PAUL KRUSE 164 MAIN ST | PITTSFIELD | PA | 16340 | PC | CONCRETE PAD | $75,000 | |
| ARCHDALE PILGRIM HOLINESS CHURCH INC | |||||||
| 431 ALDRIDGE ROAD | ARCHDALE | NC | 27263 | PC | EASTER OFFERING | $5,000 | |
| ARCHDALE PILGRIM HOLINESS CHURCH INC | |||||||
| 431 ALDRIDGE ROAD | ARCHDALE | NC | 27263 | PC | GENERAL FUND | $20,000 | |
| ARCHDALE PILGRIM HOLINESS CHURCH INC | |||||||
| 431 ALDRIDGE ROAD | ARCHDALE | NC | 27263 | PC | SALARY SUBSIDY | $45,000 | |
| ARCHDALE PILGRIM HOLINESS CHURCH INC | |||||||
| 431 ALDRIDGE ROAD | ARCHDALE | NC | 27263 | PC | SELF DENIAL OFFERING | $5,000 | |
| ARMSTRONG HOLINESS CAMP ASSOCIATION | |||||||
| C/O GARY MCINTIRE PO BOX 152 | PLUMVILLE | PA | 16246 | PC | GENERAL FUND | $15,000 | |
| AWMC MISSIONS | |||||||
| 2967 SMITHTON ROAD | SMITHBURG | WV | 26436 | PC | GHANA FUND | $50,000 | |
| AWMC MISSIONS | |||||||
| 2967 SMITHTON ROAD | SMITHBURG | WV | 26436 | PC | NIBS | $30,000 | |
| AWMC MISSIONS | |||||||
| 2967 SMITHTON ROAD | SMITHBURG | WV | 26436 | PC | PERU FUND | $80,000 | |
| AWMC MISSIONS | |||||||
| 2967 SMITHTON ROAD | SMITHBURG | WV | 26436 | PC | WOMEN'S MISSIONARY SOCIETY | $2,000 | |
| AWYIM | |||||||
| C/O TOM SANDERS 2224 WOODSDALE ROAD | SALEM | OH | 44460 | PC | MISSIONS TRIP | $535 | |
| BEAVERTOWN GOD'S MISSIONARY CHURCH | |||||||
| PO BOX 2 | BEAVERTOWN | PA | 17813 | PC | DEBT REDUCTION | $54,000 | |
| BELSANO HOLINESS CAMPMEETING | |||||||
| 530 SHOMO STREET | JOHNSTOWN | PA | 15902 | PC | GENERAL FUND | $40,000 | |
| BERWICK GOD'S MISSIONARY CHURCH | |||||||
| C/O MARYIANNE DEMAREE 1249 EAST 5TH | BERWICK | PA | 18603 | PC | PASTOR'S VEHICLE | $20,000 | STREET |
| BROWN COUNTY HOLINESS CAMP | |||||||
| 4928 OLD STATE ROAD 46 | NASHVILLE | IN | 47448 | PC | GENERAL FUND | $5,000 | |
| CAMP GILEAD | |||||||
| 23300 DIVAN ROAD | UTICA | OH | 43080 | PC | GENERAL FUND | $10,000 | |
| CENTRAL DISTRICT WESLEYAN HOLINESS ASSOCIATION OF CHURCHES | |||||||
| 321 RIFFLE AVENUE | GREENVILLE | OH | 45331 | PC | GENERAL FUND | $8,000 | |
| CLERMONT WESLEYAN HOLINESS CHURCH | |||||||
| C/O ESTHER ROBBINS PO BOX 4 | CHILO | OH | 45112 | PC | SEPTEMBER 2023 TENT MEETING | $1,000 | |
| CONMARGO CAMP ASSOCIATION INC | |||||||
| 2903 E ST RT 132 | NEW RICHMOND | OH | 45157 | PC | GENERAL FUND | $5,000 | |
| CONSERVATIVE HOLINESS BROADCASTING | |||||||
| 2967 SMITHTON ROAD | SMITHBURG | WV | 26436 | PC | ANNUAL SALARY | $20,000 | |
| CONSERVATIVE HOLINESS BROADCASTING | |||||||
| 2967 SMITHTON ROAD | SMITHBURG | WV | 26436 | PC | BROADCASTING SERVICES | $8,000 | |
| EBENEZER HOLINESS CAMP | |||||||
| 642 N BRICKYARD ROAD | COLUMBIA | SC | 29223 | PC | GENERAL FUND | $15,000 | |
| ELIM GROVE CAMP MEETING | |||||||
| 277 LIZARD CREEK RD | ANDREAS | PA | 18211 | PC | GENERAL FUND | $10,000 | |
| EVANGELICAL WESLEYAN BIBLE INSTITUTE INC | |||||||
| 6605 E WAYNE ROAD | COOPERSTOWN | PA | 16317 | PC | GENERAL FUND | $6,000 | |
| EVANGELICAL WESLEYAN CHURCH | |||||||
| 422 Q STREET | BEAVER CITY | NE | 689262633 | PC | CHRISTMAS LOVE OFFERING | $4,000 | |
| EVANGELICAL WESLEYAN CHURCH | |||||||
| 422 Q STREET | BEAVER CITY | NE | 689262633 | PC | GENERAL FUND | $2,000 | |
| EVANGELICAL WESLEYAN CHURCH | |||||||
| 422 Q STREET | BEAVER CITY | NE | 689262633 | PC | MISSIONARY SUPPORT | $8,000 | |
| EVANGELISM MISSION | |||||||
| 8220 ROUTE 522 PO BOX 41 | MIDDLEBURG | PA | 17842 | PC | MOTORHOME PRINCIPAL | $10,000 | |
| EVANGELISM MISSION | |||||||
| 8220 ROUTE 522 PO BOX 41 | MIDDLEBURG | PA | 17842 | PC | MISSIONARY SUPPORT | $30,000 | |
| EVANGELISTIC FAITH MISSIONS | |||||||
| 1502 I ST STE 100 | BEDFORD | IN | 47421 | PC | MISSIONARY SUPPORT | $12,000 | |
| EVANGELISTIC FAITH MISSIONS | |||||||
| 1502 I ST STE 100 | BEDFORD | IN | 47421 | PC | MISSIONARY SUPPORT | $8,000 | |
| EVANGELISTIC FAITH MISSIONS | |||||||
| 1502 I ST STE 100 | BEDFORD | IN | 47421 | PC | MEDICAL CENTER ROOF | $100,000 | |
| EVANGELISTIC FAITH MISSIONS | |||||||
| 1502 I ST STE 100 | BEDFORD | IN | 47421 | PC | MISSIONARY SALARY DEFICITS | $30,000 | |
| EVANGELISTIC FAITH MISSIONS | |||||||
| 1502 I ST STE 100 | BEDFORD | IN | 47421 | PC | SAN LUIS CENTER BUILDING | $100,000 | |
| FAITH COMMUNITY CHAPEL | |||||||
| 345 FAITH CHAPEL ROAD | THOMASVILLE | NC | 27360 | PC | MISSIONARY SUPPORT | $12,000 | |
| FAITH HOLINESS CHAPEL | |||||||
| 15618 PEACH ORCHARD ROAD | SILVER SPRINGS | MD | 20905 | PC | MISSIONARY SUPPORT | $14,000 | |
| FEA MINISTRIES | |||||||
| PO BOX 1065 | HOBE SOUND | FL | 33475 | PC | VEHICLE | $4,000 | |
| FEA US SPANISH MINISTRIES | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | GENERAL FUND | $7,000 | |
| FELLOWSHIP CAMP MEETING | |||||||
| 87 MEMORY LANE | MIDDLEBURG | PA | 17842 | PC | GENERAL FUND | $6,000 | |
| FORT MYERS RESCUE MISSION | |||||||
| 6900 MISSION LANE | FORT MYERS | FL | 339164858 | PC | GENERAL FUND | $34,000 | |
| GOSPEL LIGHTHOUSE MISSION | |||||||
| 263 KINGS WAY DR APT 5 | LIBERTY | SC | 29657 | PC | GENERAL FUND | $8,000 | |
| GRACE HOLINESS CHURCH | |||||||
| 127 PORTER CROSS RD | HARKERS ISLAND | NC | 28531 | PC | BUILDING FUND - DINING HALL AND EVANGELIST HOUSING | $100,000 | |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | PC | GENERAL FUND | $2,000 | |
| HOBE SOUND BIBLE COLLEGE | |||||||
| 11298 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | CAMPUS PROJECTS | $300,000 | |
| HOPE CENTER MINISTRIES | |||||||
| 307 GATOR DRIVE | GOLDSBORO | NC | 27530 | PC | GENERAL FUND | $20,000 | |
| HOPE INTERNATIONAL MISSIONS | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | ANGEL HOUSE | $40,000 | |
| HOPE INTERNATIONAL MISSIONS | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | MISSIONARY SUPPORT | $6,700 | |
| HOPE INTERNATIONAL MISSIONS | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | MISSIONARY SUPPORT | $9,000 | |
| HOPE INTERNATIONAL MISSIONS | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | GENERAL FUND | $20,000 | |
| HOPE INTERNATIONAL MISSIONS | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | GOSPEL PUBLISHING | $7,000 | |
| HOPE INTERNATIONAL MISSIONS | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | ORPHAN FUND | $18,000 | |
| HOPE INTERNATIONAL MISSIONS | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | MISSIONARY SUPPORT | $10,000 | |
| HOPE INTERNATIONAL MISSIONS | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | LOCAL ROMANIAN PROJECTS | $10,000 | |
| HOPE INTERNATIONAL MISSIONS | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | MISSIONARY SUPPORT | $20,000 | |
| HOPE INTERNATIONAL MISSIONS | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | UKRANIAN RELIEF | $40,000 | |
| HOPE INTERNATIONAL MISSIONS | |||||||
| 11305 SE GOMEZ AVENUE | HOBE SOUND | FL | 33455 | PC | US HISPANIC WORK | $6,000 | |
| IHC | |||||||
| 18931 ROUTE 522 | BEAVER SPRINGS | PA | 17812 | PC | 2023 CONVENTION BIBLE COLLEGES OFFERING | $20,000 | |
| IHC | |||||||
| 18931 ROUTE 522 | BEAVER SPRINGS | PA | 17812 | PC | GENERAL FUND (INCLUDES RENT FOR THE WESLEY CENTER) | $122,000 | |
| IHC | |||||||
| 18931 ROUTE 522 | BEAVER SPRINGS | PA | 17812 | PC | LOCAL IHC'S | $50,000 | |
| IHC | |||||||
| 18931 ROUTE 522 | BEAVER SPRINGS | PA | 17812 | PC | NEW ONLINE MEDIA EFFORT AT THE WESLEY CENTER | $200,000 | |
| IHC | |||||||
| 18931 ROUTE 522 | BEAVER SPRINGS | PA | 17812 | PC | SALARY SUBSIDIES (INCLUDES PAYROLL LIABILITIES) | $128,000 | |
| INDIANA WESLEYAN SCHOOL | |||||||
| 18215 ROUTE 403 HWY N | DIXONVILLE | PA | 15734 | PC | GENERAL FUND | $20,000 | |
| INTERNATIONAL CONSERVATIVE HOLINESS ASSOCIATION | |||||||
| PO BOX 345 | OSSIAN | IN | 46777 | PC | 2023 CAMPMEETING | $20,000 | |
| INTERNATIONAL CONSERVATIVE HOLINESS ASSOCIATION | |||||||
| PO BOX 345 | OSSIAN | IN | 46777 | PC | DORMITORY MATCHING FUND | $100,000 | |
| INTERNATIONAL CONSERVATIVE HOLINESS ASSOCIATION | |||||||
| PO BOX 345 | OSSIAN | IN | 46777 | PC | DORMITORY RENOVATION | $100,000 | |
| KWASIZABANTU TULSA MISSION FOUNDATION | |||||||
| 20385 W 51ST ST S | SAND SPRINGS | OK | 74063 | PC | BUILDING/EQUIPPING KITCHEN FOR MISSION IN MALAWI | $30,000 | |
| KWASIZABANTU TULSA MISSION FOUNDATION | |||||||
| 20385 W 51ST ST S | SAND SPRINGS | OK | 74063 | PC | DIGGING WELLS FOR MISSION IN MALAWI | $30,000 | |
| MILLMONT GOD'S MISSIONARY CHURCH | |||||||
| 14495 OLD TURNPIKE RD | MILLMONT | PA | 17845 | PC | MISSION TRIP TO AFRICA 2023 | $200 | |
| MISSION WINGS INTERNATIONAL INC | |||||||
| 12430 GREEN BEAVER ROAD | SALEM | OH | 44460 | PC | REPAIR OF CESSNA C206P AIRPLANE | $25,000 | |
| MT ZION BIBLE SCHOOL | |||||||
| RR 1 BOX 48 | AVA | MO | 65608 | PC | GENERAL FUND | $40,000 | |
| NEW BETHLEHEM WESLEYAN ACADEMY | |||||||
| 9296 CURLISVILLE ROAD | NEW BETHLEHEM | PA | 16242 | PC | GENERAL FUND | $20,000 | |
| NEW DESTINY TREATMENT CENTER | |||||||
| 6694 TAYLOR ROAD | CLINTON | OH | 44216 | PC | NEW CHAPEL | $500,000 | |
| NEW FRANKLIN CHRISTIAN ACADEMY | |||||||
| 16310 LISBON STREET SE | MINERVA | OH | 44657 | PC | GENERAL FUND | $20,000 | |
| PENIEL HOLINESS CAMP ASSOCIATION | |||||||
| C/O TIM FERGUSON 5466 KNAUSS RD | SYCAMORE | OH | 44882 | PC | GENERAL FUND | $15,000 | |
| PENN VIEW BIBLE INSTITUTE | |||||||
| 125 PENN VIEW DRIVE | PENNS CREEK | PA | 17862 | PC | PRESIDENT'S HOUSE BUILDING FUND | $100,000 | |
| PENN VIEW BIBLE INSTITUTE | |||||||
| 125 PENN VIEW DRIVE | PENNS CREEK | PA | 17862 | PC | REMODELING PROJECTS | $65,000 | |
| PENN VIEW BIBLE INSTITUTE | |||||||
| 125 PENN VIEW DRIVE | PENNS CREEK | PA | 17862 | PC | STUDENT LIFE CENTER LOAN | $150,000 | |
| PILGRIM HOLINESS CHURCH OF NEW YORK INC | |||||||
| 32 CADILLAC AVE | ALBANY | NY | 12205 | PC | MISSIONARY SUPPORT | $20,000 | |
| PILGRIM HOLINESS CHURCH OF NEW YORK INC | |||||||
| 32 CADILLAC AVE | ALBANY | NY | 12205 | PC | MISSIONARY SUPPORT | $10,000 | |
| PILGRIM TRACT SOCIETY | |||||||
| 105 W DEPOT STREETPO BOX 126 | RANDLEMAN | NC | 27317 | PC | GENERAL FUND | $5,000 | |
| PINE RIDGE CAMP | |||||||
| 411 RIDGEWOOD ROAD | SHIPPENVILLE | PA | 16254 | PC | GENERAL FUND | $4,000 | |
| PINE RIDGE CAMP | |||||||
| 411 RIDGEWOOD ROAD | SHIPPENVILLE | PA | 16254 | PC | PROJECT | $4,000 | |
| PORT MATILDA CAMP | |||||||
| 155 CHURCH ROAD | HOWARD | PA | 16841 | PC | COOK'S HOUSING | $25,000 | |
| SALEM WESLEYAN METHODIST CHURCH | |||||||
| 32718 STATE ROUTE 30 | HANOVERTON | OH | 44423 | PC | TO PAY OFF STUDENT LOANS | $9,000 | |
| SALEM WESLEYAN METHODIST CHURCH | |||||||
| 32718 STATE ROUTE 30 | HANOVERTON | OH | 44423 | PC | TO PAY OFF STUDENT LOANS | $7,000 | |
| SALEM WESLEYAN METHODIST CHURCH | |||||||
| 32718 STATE ROUTE 30 | HANOVERTON | OH | 44423 | PC | TEACHER BONUSES | $10,000 | |
| SALISBURY BIBLE METHODIST CAMP | |||||||
| 165 BEULAH LANE | SALISBURY | NC | 28146 | PC | GENERAL FUND | $100,000 | |
| SALISBURY CHRISTIAN SCHOOL | |||||||
| 225 MAJESTIC DRIVE | SALISBURY | NC | 28146 | PC | GENERAL FUND | $45,000 | |
| SOCIETY OF INDIAN MISSIONS | |||||||
| 421 EAST TODD STREETBOX 1348 | MISSION | SD | 57555 | PC | GENERAL FUNDS AND PROJECTS | $50,000 | |
| SOCIETY OF INDIAN MISSIONS | |||||||
| 421 EAST TODD STREETBOX 1348 | MISSION | SD | 57555 | PC | MISSIONARY SUPPORT | $10,000 | |
| STONEBORO WESLEYAN METHODIST CAMP MEETING ASSOCIATION | |||||||
| C/O DAVID LARGE 4325 WOODSDALE AVE | MINERVA | OH | 446578561 | PC | COTTAGE | $10,000 | SE LOT 2 |
| STONEBORO WESLEYAN METHODIST CAMP MEETING ASSOCIATION | |||||||
| C/O DAVID LARGE 4325 WOODSDALE AVE | MINERVA | OH | 446578561 | PC | GENERAL FUND | $20,000 | SE LOT 2 |
| STONEBORO WESLEYAN METHODIST CAMP MEETING ASSOCIATION | |||||||
| C/O DAVID LARGE 4325 WOODSDALE AVE | MINERVA | OH | 446578561 | PC | PAVING | $60,000 | SE LOT 2 |
| STONEBORO WESLEYAN METHODIST CAMP MEETING ASSOCIATION | |||||||
| C/O DAVID LARGE 4325 WOODSDALE AVE | MINERVA | OH | 446578561 | PC | RV PARK | $150,000 | SE LOT 2 |
| STONEBORO WESLEYAN SCHOOL | |||||||
| 947 FREDONIA ROAD | STONEBORO | PA | 16153 | PC | GENERAL FUND | $20,000 | |
| TENNESSEE BIBLE METHODIST CAMP | |||||||
| 1216 STILLWELL DRIVE | KNOXVILLE | TN | 37912 | PC | GENERAL FUND | $10,000 | |
| TIOGA WESLEYAN METHODIST CHURCH | |||||||
| 1510 SHERWOOD ROAD | PINEVILLE | LA | 71360 | PC | YOUTH MINISTRY | $10,000 | |
| UNION BIBLE COLLEGE | |||||||
| 434 SOUTH UNION STREET | WESTFIELD | IN | 46074 | PC | DEBT REDUCTION GIFT | $55,000 | |
| WINSTON-SALEM RESCUE MISSION | |||||||
| PO BOX 595 | WINSTON SALEM | NC | 271020595 | PC | THANKSGIVING FUND | $4,000 | |
| YOUTH 4 CHRIST | |||||||
| 40544 154TH ST E | LANCASTER | CA | 93535 | PC | DORMITORY | $14,000 | |
| YOUTH 4 CHRIST | |||||||
| 40544 154TH ST E | LANCASTER | CA | 93535 | PC | YOUTH CONVENTION | $11,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,678,435 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,456,128 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,886,758 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,625,535 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ORDINARY INCOME FROM LLC K-1 - KAUFMAN TRAILERS, LLC | 336210 | $736,829 |
| ORDINARY INCOME FROM LLC K-1 - INDUSTRIAL MATERIAL SUPPLY, LLC | 336210 | $1,382,433 |
| ORDINARY INCOME FROM LLC K-1 - AMERICAN CARGO GROUP TRAILERS, LLC | 339900 | -$500,184 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,619,078 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,717,351 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,336,429 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TRAILER MARKETING HOLDINGS INC | ||||||
| 1 | PO BOX 12000 | DENTON | NC | 27239 | $183,750 | Yes (X) |
| INDUSTRIAL PERFORMANCE GROUP HOLDINGS INC | ||||||
| 2 | PO BOX 12000 | DENTON | NC | 27239 | $2,816,250 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,580 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NO STATE FILING REQUIREMENT IN PART VI-A LINE 8A | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TRUIST INVESTMENT ACCOUNT - #119995 - EQUITIES | $7,255,556 | $8,680,405 |
| TRUIST INVESTMENT ACCOUNT - #173617 - EQUITIES | $1,003,449 | $1,139,536 |
| EDWARD JONES INVESTMENT ACCOUNT - #25-1-9 - EQUITIES | $4,645,467 | $6,910,220 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,632,769 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,863,429 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TRUIST INVESTMENT ACCOUNT - #119995 - FIXED INCOME - CD | AT COST | $750,000 | $749,548 |
| TRUIST INVESTMENT ACCOUNT - #119995 - EXCHANGE TRADED PRODUCTS | AT COST | $1,437,926 | $1,676,150 |
| EDWARD JONES INVESTMENT ACCOUNT - #25-1-9 - EXCHANGE TRADED FUNDS | AT COST | $1,011,920 | $1,451,271 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 25% OWNERSHIP INTEREST IN AMERICAN CARGO GROUP TRAILERS, LLC | $30,000,000 | $0 | $0 |
| TRUIST INVESTMENT ACCOUNT #119995 - DIVIDENDS RECEIVABLE | $63,632 | $23,978 | $23,978 |
| TRUIST INVESTMENT ACCOUNT #119995 - INTEREST RECEIVABLE | $0 | $61,720 | $61,720 |
| OTHER TRUIST INVESTMENT ACCOUNT - #119995 | $219,797 | $188,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNDER-ACCRUAL OF PRIOR YEAR FEDERAL TAX | Desc |
| Amt | $953,932 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INDEPENDENT CONTRACTORS | $45,000 | $0 | $0 |
| OFFICE EXPENSES | $2,871 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST INCOME EARNED ON LOAN | $2,886,758 | $2,886,758 | $2,886,758 |
| ORDINARY INCOME FROM LLC K-1 - KAUFMAN TRAILERS, LLC | $736,829 | $736,829 | |
| ORDINARY INCOME FROM LLC K-1 - INDUSTRIAL MATERIAL SUPPLY, LLC | $1,382,433 | $1,382,433 | |
| ORDINARY INCOME FROM LLC K-1 - AMERICAN CARGO GROUP TRAILERS, LLC | -$500,184 | -$500,184 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ACCOUNT FEES | CategoryTxt |
| Amt | $149,274 | Amt |
| Net Investment Income | $149,274 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $371 | $371 | $0 |
| STATE INCOME TAX EXPENSE | $72,862 | $72,862 | $0 |
| FEDERAL INCOME TAX EXPENSE | $696,836 | $0 | $0 |