BETA

RIDDLE FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RIDDLE FAMILY FOUNDATION (EIN 46-1430893)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-07
IRS object ID
202421599349100502
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-07T09:38:27-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204831046PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FAIR ISLE ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 NORWALK STREETAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27407ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461430893EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RIDDLE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRIDDBusinessNameControlTxt
Phone9108643135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14200 MORGANTON RD SUITE 150AddressLine1Txt
CityFAYETTEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28314ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH P RIDDLE IIIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9108643135PhoneNum
Signature2024-06-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPHPersonFirstNm
Person LastRIDDLE IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLESLIE L ANDERSONPreparerPersonNm
PTINP00021396PTIN
Phone3364822444PhoneNum
Preparation2024-06-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

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

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,521,047FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$92,143DividendsRevAndExpnssAmt
Dividends Net Invst Incm$92,096DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,145NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,111,149GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,145CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$258OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$258OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$98,546TotalRevAndExpnssAmt
Total Net Invst Incm$98,499TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,495AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,495AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$38,542OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$38,542OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$367TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,404TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,542TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,495TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$114,980ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$114,980ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$155,384TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,542TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$116,475TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$56,838ExcessRevenueOverExpensesAmt
Net Investment Income$59,957NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$48,362CashBOYAmt
Cash EOY$16,887CashEOYAmt
Cash EOYFMV$16,887CashEOYFMVAmt
Sav And Temp Cash Invst BOY$152,781SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,668SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,668SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$282,793CorporateStockBOYAmt
Corporate Stock EOY$283,246CorporateStockEOYAmt
Corporate Stock EOYFMV$327,758CorporateStockEOYFMVAmt
Other Investments BOY$1,881,367OtherInvestmentsBOYAmt
Other Investments EOY$1,977,474OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,138,591OtherInvestmentsEOYFMVAmt
Other Assets BOY$6,953OtherAssetsBOYAmt
Other Assets EOY$10,143OtherAssetsEOYAmt
Other Assets EOYFMV$10,143OtherAssetsEOYFMVAmt
Total Assets BOY$2,372,256TotalAssetsBOYAmt
Total Assets EOY$2,315,418TotalAssetsEOYAmt
Total Assets EOYFMV$2,521,047TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,372,256RetainedEarningBOYAmt
Retained Earning EOY$2,315,418RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,372,256TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,315,418TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,372,256TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,315,418TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,372,256TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$56,838ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,315,418SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,315,418TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$9,500$8,375$1,125$1,125
PUBLICLY TRADED SECURITIES$665,843$664,255$1,588$1,588
PUBLICLY TRADED SECURITIES$1,435,780$1,432,374$3,406$3,406
CAPITAL GAINS DIVIDENDS$26$26$26P
FieldValueIRS element (for citing)
Capital Gain Net Income$6,145CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$833InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$833SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$833TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$833EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$833TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLAYLA TURNERIndividualWithBooksNm
Phone9108643135PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14200 MORGANTON RD SUITE 150AddressLine1Txt
CityFAYETTEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28314ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH P RIDDLE III
4200 MORGANTON RD SUITE 150FAYETTEVILLENC28314DIRECTOR1.00$0$0$0
TRINA THOMPSON RIDDLE
4200 MORGANTON RD SUITE 150FAYETTEVILLENC28314DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,313,779AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$153,152AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,466,931TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,466,931AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,004CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,429,927NetVlNoncharitableAssetsAmt
Minimum Investment Return$121,496MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$121,496MinimumInvestmentReturnAmt
Tax Based On Investment Income$833TaxBasedOnInvestmentIncomeAmt
Total Tax$833TotalTaxAmt
Distributable Before Adj$120,663DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$120,663DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$120,663DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$116,475ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$116,475QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$120,663DistributableAsAdjustedAmt
Undistributed Income PY$115,345UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$116,475QualifyingDistributionsAmt
Applied To Year1$115,345AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,130AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$119,533UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSEPH P RIDDLE III RIDDLE FAMILY FRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11101 NORWALK STREETAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27407ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9108643135RecipientPhoneNum
Form And Info And MaterialsTHE FORM SHOULD BE SUBMITTED IN WRITING. PLEASE INCLUDE NAME AND ADDRESS, ORGANIZATIONAL STRUCTURE, IRS RULING STATEMENT, AND A DESCRIPTION OF THE ACTIVITY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETH ISRAEL CONGREGATION INC
2204 MORGANTOWN RDFAYETTEVILLENC28303NONEPCSUPPORT OF OPERATIONS OF ORGANIZATION$500
BETTER HEALTH OF CUMBERLAND COUNTY INC
1422 BRAGG BLVDFAYETTEVILLENC28301NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
BOYS AND GIRLS CLUBS OF CUMBERLAND COUNTY
3475 CUMBERLAND ROADFAYETTEVILLENC28309NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
CAPE FEAR REGIONAL THEATRE
1209 HAY STREETFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$7,500
CAPE FEAR VALLEY HOSPITAL FOUNDATION
3130 GILLESPIE STREETFAYETTEVILLENC28306NONEPCSUPPORT OPERATIONS OF ORGANIZATION$11,250
CEED
PO BOX 2384FAYETTEVILLENC28312NONEPCSUPPORT OPERATIONS$2,500
CHILD ADVOCACY CENTER
PO BOX 488FAYETTEVILLENC28302NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
COMMUNITY CONCERTS OF FAYETTEVILLE
PO BOX 53932FAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
CONNECTIONS OF CUMBERLAND COUNTY
PO BOX 88040FAYETTEVILLENC28304NONEPCSUPPORT RESOURCE CENTER FOR AIDING HOMELESS WOMEN AND CHILDREN$7,500
CUMBERLAND COUNTY COUNCIL ON OLDER ADULTS
339 DEVERS STREETFAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
FALCONS CHILDREN HOME
7569 NORTH WEST STFALCONNC28342NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
FAYETTEVILLE AREA YOUTH FOR CHRIST
PO BOX 43205FAYETTEVILLENC28309NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
FAYETTEVILLE TECHNICAL COMMUNITY COLLEGE FOUNDATION
2201 HULL RD PO BOX 35236FAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION$4,500
FAYETTEVILLE URBAN MINISTRY
PO BOX 1171FAYETTEVILLENC28302NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
FIRST RESPONDER SUPPORT FUND LTD
3005 BANKHEAD DRIVEFAYETTEVILLENC28312NONEPCSUPPORT OPERATIONS OF ORGANIZATION$7,500
FRIENDSHIP COMMUNITY GARDENS
4274 BRYAN STREET PO BOX 53908FAYETTEVILLENC28305NONEPCSUPPORT DEVELOPMENT OF COMMUNITY GARDEN$2,000
GREATER FAYETTEVILLE SCHOLARSHIP PAGEANT ASSOCIATION
3935 DUNN RDEASTOVERNC28312NONEPCSUPPORT OPERATIONS OF ORGANIZATION AND FUND SCHOLARSHIPS$2,500
MEREDITH COLLEGE
3800 HILLSBOROUGH STRALEIGHNC27607NONEPCSUPPORT OF EDUCATIONAL INSTITUTION$1,000
MILLER'S CREW
407 MIRROR LAKE PLFAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
MYROVER-REESE FELLOWSHIP HOMES INC
PO BOX 64933FAYETTEVILLENC28306NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
OPERATION BLESSINGS OF FAYETTEVILLE INC
1337 RAMSEY STREETFAYETTEVILLENC28301NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,830
PARTNERSHIP FOR CHILDREN OF CUMBERLAND COUNTY
351 WAGONER DR SUITE 200FAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
SALVATION ARMY
220 EAST RUSSELL STFAYETTEVILLENC28301NONEPCSUPPORT OPERATIONS AND MISSIONS OF ORGANIZATION$5,000
SECOND HARVEST FOOD BANK (ACTION PATHWAYS)
406 DEEP CREEK RDFAYETTEVILLENC28312NONEPCSUPPORT FOOD BANK$4,000
STAN THE MAN FOUNDATION INC
2615 TAYLORS CHAPEL ROADDUNNNC28334NONEPCSUPPORT OPERATIONS OF ORGANIZATION$1,000
TEAM ADDO INC
2111 W SWANN AVETAMPAFL33606NONEPCSUPPORT OPERATIONS OF ORGANIZATION$500
THE CARE CLINIC
239 ROBESON STREETFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$5,000
VILLAGE CHRISTIAN ACADEMY
908 S MCPHERSON CHURCH ROADFAYETTEVILLENC28303NONEPCSUPPORT OF EDUCATIONAL INSTITUTION$2,000
VISION RESOURCE CENTER
2736 CEDAR CREEK ROADFAYETTEVILLENC28312NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
WOMEN OF POWER SOCIETY OF NC
5407 A RAMSEY STREETFAYETTEVILLENC28311NONEPCSUPPORT OPERATIONS OF ORGANIZATION$5,000
WOMENS GIVING CIRCLE
308 GREEN STREET PO BOX 2345FAYETTEVILLENC28302NONEPCSUPPORT OPERATIONS OF ORGANIZATION$550
CAMPBELL UNIVERSITY INC
143 MAIN STBUIES CREEKNC27506NONEPCSUPPORT OF OPERATIONS OF ORGANIZATION$1,000
FAYETTEVILLE AREA OPERATION INASMUCH
531 HILLSBORO STFAYETTEVILLENC28301NONEPCSUPPORT OF OPERATIONS OF ORGANIZATION$2,000
FIGURE EIGHT ISLAND CHURCH
15 BRIDGE RDWILMINGTONNC28411NONEPCSUPPORT OF OPERATIONS OF ORGANIZATION$500
FIRST PRESBYTERIAN CHURCH
102 ANN STFAYETTEVILLENC28301NONEPCSUPPORT OF OPERATIONS OF ORGANIZATION$500
MOAA-MILITARY OFFICERS ASSOCIATION
PO BOX 53621FAYETTEVILLENC28305NONEPCSUPPORT OF OPERATIONS OF ORGANIZATION$750
OFF-ROAD OUTREACH NC
406 CAPE FEAR AVEFAYETTEVILLENC28303NONEPCSUPPORT OF OPERATIONS OF ORGANIZATION$5,000
OPERATION ENGAGE
2224 WINTERLOCHEN RDFAYETTEVILLENC28305NONEPCSUPPORT OF OPERATIONS OF ORGANIZATION$1,000
RAPE CRISIS AT THE PHOENIX CENTER
PO BOX 58332FAYETTEVILLENC28305NONEPCSUPPORT OF OPERATIONS OF ORGANIZATION$5,000
SARDIS PRESBYTERIAN CHURCH
PO BOX 99LINDENNC28356NONEPCSUPPORT OF OPERATIONS OF ORGANIZATION$100
SNYDER MEMORIAL BAPTIRST CHURCH
701 WESTMONT DRIVEFAYETTEVILLENC28305NONEPCSNYDER MUSIC ACADEMY OUTREACH FUND$500
VIENNA FIRE DEPARTMENT AUXILIARY INC
PO BOX 334VIENNAIL62995NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$114,980TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$92,143ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$258ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,145ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$98,546ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,546TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,495Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,495DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY - EQUITIESStockNm
EOY Book Value$283,246EOYBookValueAmt
EOYFMV$327,758EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERIPRISE FINANCIAL (JPR) - MUTUAL FUNDSAT COST$677,125$732,956
AMERIPRISE FINANCIAL (RFF) - MUTUAL FUNDSAT COST$1,300,349$1,405,635

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DIVIDEND RECEIVABLE$5,753$9,310$9,310
ESTIMATED TAX$1,200$833$833

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
AMERIPRISE (3962) - OTHER INCOME$85$85$85
AMERIPRISE (5176) - OTHER INCOME$173$173$173

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$38,542Amt
Net Investment Income$38,542NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$367Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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