BETA

CARSON FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CARSON FOUNDATION (EIN 46-3674377)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-10
IRS object ID
202242539349100304
Schema version
2021v4.2
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)
Return2022-09-10T11:53:41-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11829 EASTCHESTER DRIVEAddressLine1Txt
CityHIGH POINTCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27265ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463674377EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CARSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARSBusinessNameControlTxt
Phone7042452391PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 DOCKSIDE DRIVEAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28146ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN D CARSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7042452391PhoneNum
Signature2022-09-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastCARSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW C CLARKEPreparerPersonNm
PTINP01293288PTIN
Phone3368895156PhoneNum
Preparation2022-09-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,292,056FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$634,163ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$86,625DividendsRevAndExpnssAmt
Dividends Net Invst Incm$86,625DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$696,182NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,351,985GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$696,182CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,416,970TotalRevAndExpnssAmt
Total Net Invst Incm$782,807TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$5,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$5,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,254TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,254TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$33,954OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$33,954OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,658TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,208TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$194,110ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$194,110ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$239,768TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,208TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$199,110TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,177,202ExcessRevenueOverExpensesAmt
Net Investment Income$747,599NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$184,928CashBOYAmt
Cash EOY$301,405CashEOYAmt
Cash EOYFMV$301,405CashEOYFMVAmt
Corporate Stock BOY$2,706,022CorporateStockBOYAmt
Corporate Stock EOY$3,240,256CorporateStockEOYAmt
Corporate Stock EOYFMV$4,911,269CorporateStockEOYFMVAmt
Corporate Bonds BOY$101,558CorporateBondsBOYAmt
Corporate Bonds EOY$50,236CorporateBondsEOYAmt
Corporate Bonds EOYFMV$50,442CorporateBondsEOYFMVAmt
Other Assets BOY$34,390OtherAssetsBOYAmt
Other Assets EOY$28,940OtherAssetsEOYAmt
Other Assets EOYFMV$28,940OtherAssetsEOYFMVAmt
Total Assets BOY$3,026,898TotalAssetsBOYAmt
Total Assets EOY$3,620,837TotalAssetsEOYAmt
Total Assets EOYFMV$5,292,056TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,026,898NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,620,837NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,026,898TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,620,837TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,026,898TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,620,837TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,026,898TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,177,202ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,204,100SubtotalAmt
Other Decreases$583,263OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,620,837TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO - PUBLICLY TRADED SECURITIESP2021-12-31$41,798$43,890-$2,092-$2,092
WELLS FARGO - PUBLICLY TRADED SECURITIESP2021-12-31$840,477$611,913$228,564$228,564
WELLS FARGO - PUBLICLY TRADED SECURITIESP2021-12-31$469,710$469,710$469,710
FieldValueIRS element (for citing)
Capital Gain Net Income$696,182CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,392InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,392SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,392TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,176EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,176TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$5,216TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVEN D CARSONIndividualWithBooksNm
Phone7042452391PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 DOCKSIDE DRIVEAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28146ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN D CARSON
120 DOCKSIDE DRIVESALISBURYNC28146PRESIDENT1.00$0$0$0
TERESA C WYCHE
440 PRICE ROADMORAVIAN FALLSNC28654VICE PRESIDENT1.00$0$0$0
BRYANT CARSON
321 SEVEN ISLAND RDPITTSBORONC27312ACTING PRESIDENT1.00$5,000$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,344,149AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$174,472AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,518,621TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,518,621AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,779CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,450,842NetVlNoncharitableAssetsAmt
Minimum Investment Return$222,542MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$222,542MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,392TaxBasedOnInvestmentIncomeAmt
Total Tax$10,392TotalTaxAmt
Distributable Before Adj$212,150DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$212,150DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$212,150DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$199,110ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$199,110QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$212,150DistributableAsAdjustedAmt
Undistributed Income PY$149,881UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$199,110QualifyingDistributionsAmt
Applied To Year1$149,881AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$49,229AppliedToCurrentYearAmt
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$162,921UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTRAL WILKES MIDDLE SCHOOL
3541 NC-16MORAVIAN FALLSNC28654NONEPUBLIC CHARITYGENERAL SUPPORT$7,035
FAITHFUL FRIENDS NC
220 GRACE CHURCH RDSALISBURYNC28147NONEPUBLIC CHARITYGENERAL SUPPORT$4,000
HAPPY DOG RANCH FOUNDATION INC
7811 W TITAN ROADLITTLETONCO80125NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
MORAVIAN FALLS ELEMENTARY SCHOOL
2001 MORAVIAN FALLS RDMORAVIAN FALLSNC28654NONEPUBLIC CHARITYGENERAL SUPPORT$12,575
NORTH CAROLINA COMMUNITY FOUNDATION
4601 SIX FORKS ROAD STE 524RALEIGHNC27609NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
OPERATION RESOLUTE
3101 INDUSTRIAL DR 110RALEIGHNC27609NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
PARTNERS CANINES
PO BOX 33TODDNC28684NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
RAMS CLUB - UNIVERSITY OF NORTH CAROLINA CHAPEL HILL
450 SKIPPER BOWLES DRCHAPEL HILLNC27599NONEPUBLIC CHARITYGENERAL SUPPORT$50,000
SAMARITAN KITCHEN OF WILKES INC
PO BOX 1072WILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$3,000
SHARE OUR STRENGTH
1030 15TH STREET NW SUITE 1100WASHINGTONDC20005NONEPUBLIC CHARITYGENERAL SUPPORT$1,500
WILKES ART GALLERY
913 C STREETNORTH WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
WILKES CENTRAL HIGH SCHOOL
1179 MORAVIAN FALLS ROADWILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$49,500
WILKES CIRCLES OF CARE (HINSHAW STREET BAPTIST CHURCH)
1105 HINSHAW STN WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
WILKES COMMUNITY PARTNERSHIP FOR CHILDREN
1915 W PARK DRNORTH WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
WILKES COUNTY HEALTH DEPARTMENT
306 COLLEGE STREETWILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
WILKES COUNTY SCHOOLS
613 CHERRY STREETN WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
WILKES PLAYMAKERS INC
300 D STNORTH WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
WILKES PREGNANCY CARE CENTER
301 8TH STNORTH WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
WILKESBORO PARKS & RECREATION
1803 INDUSTRIAL DRIVEWILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
WILKESBORO UNITED METHODIST CHURCH
PO BOX 197WILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
YADKIN RIVER GREENWAY
PO BOX 191NORTH WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$194,110TotalGrantOrContriPdDurYrAmt
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$86,625ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$696,182ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$782,807ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$782,807TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
VIOLET A CARSON
1120 DOCKSIDE DRIVESALISBURYNC28146$575,819Yes (X)Yes (X)
BRYANT CARSON
2321 SEVEN ISLAND RDPITTSBORONC27312$200Yes (X)
GRAHAM AND TERESA WYCHE
3440 PRICE ROADMORAVIAN FALLSNC28654$58,144Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1LOWES STOCK - 2,100 SHS$525,8192021-12-02
3LOWES STOCK - 300 SHS$56,9192021-08-10

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,450Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BOND FUNDSBondNm
EOY Book Value$50,236EOYBookValueAmt
EOYFMV$50,442EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK, OPTIONS AND EXCHANGE TRADED FUNDSStockNm
EOY Book Value$3,240,256EOYBookValueAmt
EOYFMV$4,911,269EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCARSON FAMILY OFFICE RECEIVABLEDesc
BOY Book Value$34,390BOYBookValueAmt
EOY Book Value$28,940EOYBookValueAmt
EOYFMV$28,940EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
OTHER BOOK ADJUSTMENTS$1,825
CONTRIBUTED STOCK - FMV IN EXCESS OF COST BASIS$581,438

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE$33,681$33,681$0
MANAGEMENT FEE TO CARSON FAMILY OFFICE$0$0$0
ADR FEES$273$273$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonVIOLET A CARSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 DOCKSIDE DRIVEAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28146ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,254Amt
Net Investment Income$1,254NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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