DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-01
- IRS object ID
- 202401549349100000
- Schema version
- 2023v5.0
- Note
- A later return for the same period supersedes this one.
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-01T21:25:20-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823388924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDMOND CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12 | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | 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 | 043368096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONAHUE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 7048777621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SOMERSET DRIVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE DUDLEY | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7048777621 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELE | PersonFirstNm |
| Person Last | DUDLEY | 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 | DARLA K REDMOND | PreparerPersonNm |
| PTIN | P00078406 | PTIN |
| Phone | 7049979810 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $10,745,139 | 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 | $62,387 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,576 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,576 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,768 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,768 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $419,955 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $567,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $556,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,344 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,776 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,776 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,363 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,363 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $426 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,202 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,051 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $473,398 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $473,398 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $520,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,202 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,241 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,207 | CashBOYAmt |
| Cash EOY | $57,219 | CashEOYAmt |
| Cash EOYFMV | $57,219 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,008,211 | CorporateStockBOYAmt |
| Corporate Stock EOY | $838,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,533,495 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $154,425 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,068,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,045,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,745,139 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,068,418 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,045,700 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,068,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,045,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,068,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,045,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,068,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,932 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,104,350 | SubtotalAmt |
| Other Decreases | $58,650 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,045,700 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,032 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,032 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,032 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $61 | EsPenaltyAmt |
| Tax Due | $1,093 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 |
| Individual With Books | MICHELE DUDLEY | IndividualWithBooksNm |
| Phone | 7048777621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SOMERSET DR | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELE DUDLEY | ||||||||
| 3000 SOMERSET DRIVE | CHARLOTTE | NC | 28209 | OFFICER | 25.00 | $0 | $0 | $0 |
| EDWARD C DONAHUE | ||||||||
| 10213 PARADISE BLVD | TREASURE ISLAND | FL | 33706 | VICE PRESIDENT | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONOR ADVISED FUND TO SUPPORT THE NON-PROFIT ACTIVITIES FOR SPECIFIC PURPOSES INCLUDING EDUCATION, RACIAL RECONCILIATION AND ANTI-TRAFFICKING EFFORTS. | Description1Txt |
| Expenses1 | $281,000 | Expenses1Amt |
| Description2 | FUND RESEARCH FOR TREATMENTS FOR INHERITED RETINAL DISEASES. | Description2Txt |
| Expenses2 | $45,000 | Expenses2Amt |
| Description3 | FUND THE WORK OF UNITED WORLD MISSION INCLUDING MISSIONAIRES, FIELD LEADERSHIP AND GENERAL OPERATIONS. | Description3Txt |
| Expenses3 | $27,400 | Expenses3Amt |
| Description4 | SUPPORTING WOMEN'S EMPOWERMENT | Description4Txt |
| Expenses4 | $25,708 | Expenses4Amt |
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 | $11,007,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $212,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,220,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,220,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,051,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $552,586 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $552,586 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,032 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,032 | TotalTaxAmt |
| Distributable Before Adj | $551,554 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $551,554 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $551,554 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $517,449 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $551,554 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,204 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $8,922 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $28,841 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $48,967 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $517,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $517,449 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $34,105 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $34,105 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,862 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,862 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,862 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHELE DUDLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| NATIONAL CHRISTIAN FOUNDATION | |||||||||
| 11625 RAINWATER DRIVE SUITE 500 | ALPHARETTA | GA | 30009 | DONATION TO DONOR ADVISED FUND FOR DISTRIBUTION IN ACCORDANCE WITH FOUNDATION PURPOSE | $281,000 | ||||
| NATIONAL MS SOCIETY | |||||||||
| 4601 CHARLOTTE PARK DR 130 | CHARLOTTE | NC | 28217 | INTERNATIONAL MISSIONS | $5,345 | ||||
| INTERNATIONAL GENEROSITY FOUNDATION | |||||||||
| 1901 ULMERTON ROAD | CLEARWATER | FL | 33762 | LOCAL CHURCH SUPPORT | $20,000 | ||||
| PRAXIS | |||||||||
| 409 W 45TH ST 3RD FLOOR | NEW YORK | NY | 10036 | MULTIPLE | $20,345 | ||||
| FASHION & COMPASSION OR BRAVEWORKS | |||||||||
| 1717 CLEVELAND AVE | CHARLOTTE | NC | 28203 | WOMEN'S EMPOWERMENT | $25,708 | ||||
| THE GATHERING | |||||||||
| 15 N ELLSWORTH AVE SUITE 220 | SAN MATEO | CA | 94401 | PHILANTHOPIC EDUCATION | $21,000 | ||||
| UNITED WORLD MISSION | |||||||||
| 205 REGENCY EXECUTIVE PARK DR 430 | CHARLOTTE | NC | 28217 | INTERNATIONAL DEVELOPMENT & MISSIONS | $27,400 | ||||
| FOUNDATION FIGHTING BLINDNESS | |||||||||
| 6925 OAKLAND MILLS ROAD 701 | COLUMBIA | MD | 21045 | VISUAL IMPAIRMENT RESEARCH | $45,000 | ||||
| HOPE INTERNATIONAL | |||||||||
| 227 GRANITE RUN DRIVE SUITE 250 | LANCASTER | PA | 17601 | ECONOMIC EMPOWERMENT IN BURUNDI | $3,000 | ||||
| INTERVARSITY | |||||||||
| PO BOX 7895 | MADISON | WI | 53707 | UNIVERSITY STUDENT SPIRITUAL GROWTH | $1,200 | ||||
| MINSTRY ALLIANCE | |||||||||
| 10801 JOHNSON RD | CHARLOTTE | NC | 28226 | LEADERSHIP DEVELOPMENT & SPIRITUAL GROWTH | $1,800 | ||||
| NODA CHURCH | |||||||||
| 3025 N DAVIDSON ST | CHARLOTTE | NC | 28205 | LOCAL CHURCH SUPPORT | $3,000 | ||||
| BE THE BRIDGE | |||||||||
| 3535 PEACHTREE RD NE STE 320 | ATLANTA | GA | 30326 | RACIAL RECONCILIATION | $2,567 | ||||
| UNC CHAPEL HILL | |||||||||
| 111 PETTIGREW HALL | CHAPEL HILL | NC | 27599 | SCHOLARSHIP SUPPORT | $5,000 | ||||
| SIM | |||||||||
| 14830 CHOATE CIRCLE | CHARLOTTE | NC | 28273 | INTERNATIONAL DEVELOPMENT & MISSIONS | $1,200 | ||||
| HEALING HANDS OF JOY | |||||||||
| 4747 HEDGEMORE DR UNIT A | CHARLOTTE | NC | 28209 | WOMEN'S EMPOWERMENT | $5,000 | ||||
| UNIVERSITY OF RWANDA | |||||||||
| MEDICAL STUDENT SCHOLARSHIP | $2,200 | KK 737 STREET | GIKONDO | BUTARE | RW | ||||
| CAMPUS CRUSADE | |||||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | INTERNATIONAL MISSIONS | $600 | ||||
| CENTER CITY CHURCH | |||||||||
| 2225 FREEDOM DR 4 | CHARLOTTE | NC | 28208 | LOCAL CHURCH SUPPORT | $500 | ||||
| JOINING HEARTS | |||||||||
| PO BOX 54808 | ATLANTA | GA | 30308 | HIV/AIDS SUPPORT IN MEMORY OF CHRIS BLEDSOE | $258 | ||||
| NCASA | |||||||||
| 1330 ST MARYS ST SUITE 150 | RALEIGH | NC | 27605 | BREAST CANCER FUNDRAISER IN HONOR OF DARCY GARFINKEL | $250 | ||||
| ASHLEY ADDICTION TREATMENT | |||||||||
| 800 TYDINGS LN | HAVRE DE GRACE | MD | 21078 | ADDICTION TREATMENT CENTER | $525 | ||||
| SALVATION ARMY | |||||||||
| 1600 BROOKDALE AVE | CHARLOTTE | NC | 28210 | HOMELESSNESS & ADDICTION RECOVERY | $200 | ||||
| DONOR'S CHOOSE | |||||||||
| 134 WEST 37TH ST 11TH FLOOR | NEW YORK | NY | 10018 | PUBLIC SCHOOL SUPPORT | $300 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $473,398 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $2,576 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $71,768 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $419,955 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,344 | ExclusionAmt |
| Related Or Exempt Function Incm | $419,955 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $494,299 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|---|
| ALIBAB GROUP HOLDINGS LTD | 2015-08 | PURCHASED | 2023-06 | $27,716 | $24,775 | COST | $0 | $2,941 |
| GE HEALTHCARE TECHNOLOGIES INC | 2017-05 | PURCHASED | 2023-05 | $6,580 | $12,831 | COST | $0 | -$6,251 |
| MARKEL GROUP INC COM | 2013-08 | PURCHASED | 2023-05 | $131,742 | $52,086 | COST | $0 | $79,656 |
| PAYPAL HLDGS INC | 2017-05 | PURCHASED | 2023-06 | $44,870 | $34,269 | COST | $0 | $10,601 |
| IMAX CORP COM | 2006-08 | PURCHASED | 2023-05 | $13,758 | $4,276 | COST | $0 | $9,482 |
| TEXAS PACIFIC LAND CORPORATION | 1995-10 | PURCHASED | 2023-10 | $342,958 | $19,432 | COST | $0 | $323,526 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BYD | $27,747 | $151,992 |
| BANK OF AMERICA | $25,200 | $20,202 |
| BERKSHIRE HATHAWAY | $268,547 | $1,373,141 |
| TPL | $396,831 | $8,475,506 |
| GE | $44,673 | $31,908 |
| TESLA | $52,930 | $447,264 |
| ALLKEM | $22,553 | $33,482 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TALANTON | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $150,000 | BookValueAmt |
| EOYFMV | $154,425 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENALTIES | $2,500 |
| CHANGE IN ASSETS | $56,150 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING/MARKETING | $500 | $0 | $0 | $500 |
| BANK SERVICE CHARGE | $93 | $0 | $93 | $0 |
| PROFESSIONAL DEVELOPMENT | $10,176 | $0 | $0 | $10,176 |
| DUES & SUBSCRIPTIONS | $1,138 | $0 | $0 | $1,138 |
| EVENTS | $3,966 | $0 | $0 | $3,966 |
| INVESTMENT EXPENSE | $103 | $103 | $0 | $0 |
| OFFICE EXPENSE | $219 | $0 | $219 | $0 |
| POSTAGE | $114 | $0 | $114 | $0 |
| CONFERENCE | $697 | $0 | $0 | $697 |
| MISCELLANEOUS | $2,211 | $0 | $0 | $2,211 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $2,687 | $0 | $2,687 | $0 |
| FOREIGN TAXES | $89 | $0 | $89 | $0 |
Comments