THE SINK AND MICKEY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE SINK AND MICKEY FAMILY FOUNDATION (EIN 82-2155357)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-01
- IRS object ID
- 202401839349100615
- Schema version
- 2023v5.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-01T12:51:54-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560571159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19608 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274199608 | 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 | 822155357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MICKEY TRUCK BODIES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICK | BusinessNameControlTxt |
| Phone | 3368826806 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2024 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H DEAN SINK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3368826806 | PhoneNum |
| Signature | 2024-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H | PersonFirstNm |
| Person Last | DEAN SINK | 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 | TIMOTHY C HOOKS | PreparerPersonNm |
| PTIN | P00790329 | PTIN |
| Phone | 3362944494 | PhoneNum |
| Preparation | 2024-06-21 | 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 | $1,906,196 | 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 | $440,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $39,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $577,253 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,774 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $488,428 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,428 | 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 | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,855 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,855 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,005 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,005 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,568 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,568 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,568 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $339,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,670 | CashBOYAmt |
| Cash EOY | $295,911 | CashEOYAmt |
| Cash EOYFMV | $295,911 | CashEOYFMVAmt |
| Other Investments BOY | $1,443,915 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,583,924 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,610,285 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,540,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,879,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,906,196 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,540,585 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,879,835 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,540,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,879,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,540,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,879,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,540,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $339,250 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,879,835 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,879,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CAPITAL GAIN | $406,487 | $403,080 | $3,407 | $3,407 |
| CAPITAL GAIN | $153,275 | $156,644 | -$3,369 | -$3,369 |
| DEFENDER CAPITAL PARTNERS | $17,491 | $17,491 | $17,491 | |
| DEFENDER CAPITAL PARTNERS | $3,736 | -$3,736 | -$3,736 | |
| DEFENDER CAPITAL PARTNERS | $2,008 | -$2,008 | -$2,008 | |
| DEFENDER CAPITAL PARTNERS | $3,011 | -$3,011 | -$3,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,774 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $317 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $317 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $693 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,693 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,376 | OverpaymentAmt |
| Applied To ES Tax | $1,376 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 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 | Yes (1) | 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3368826806 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2024 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| H DEAN SINK | ||||||||
| PO BOX 2024 | HIGH POINT | NC | 27261 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CARL F MICKEY JR | ||||||||
| 6641 MENDENHALL ROAD | ARCHDALE | NC | 27263 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MATTHEW D SINK | ||||||||
| PO BOX 2024 | HIGH POINT | NC | 27261 | SECRETARY/TREASURER | 2.00 | $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 | $1,491,920 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,613,439 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,613,439 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,589,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $317 | TotalTaxAmt |
| Distributable Before Adj | $79,145 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,145 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,145 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,568 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,568 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,145 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $64,097 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,355 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $66,938 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $61,952 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,027 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $284,369 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,568 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,423 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $328,792 | 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 | $64,097 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $264,695 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,355 | ExcessFromYear4Amt |
| Excess From Year3 | $66,938 | ExcessFromYear3Amt |
| Excess From Year2 | $61,952 | ExcessFromYear2Amt |
| Excess From Year1 | $29,027 | ExcessFromYear1Amt |
| Excess From Current Year | $44,423 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H DEAN SINK | ContributingManagerNm |
| Contributing Manager | CARL F MICKEY JR | ContributingManagerNm |
| Contributing Manager | MATTHEW D SINK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA | ||||||||
| WAKE FOREST BAPTIST MEDICAL CENTER | MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27199 | N/A | PC | TO SUPPORT DISCOVERY AND SHARING THE BEST WAYS TO PREVENT AND TREAT SEVERE INJURIES IN CHILDREN. | $1,000 |
| COMMUNITY CLINIC OF HIGH POINT | ||||||||
| PO BOX 5607 | HIGH POINT | NC | 27261 | N/A | PC | TO SUPPORT PROVIDING QUALITY ACUTE CARE AND CHRONIC DISEASE MANAGEMENT FOR ELIGIBLE ADULTS, AGED 18-64, WHO RESIDE IN ARCHDALE, HIGH POINT, JAMESTOWN, AND TRINITY AND DO NOT QUALIFY FOR ANY FORM OF GOVERNMENT OR PRIVATE INSURANCE. | $1,000 | |
| GO FAR | ||||||||
| PO BOX 6041 | HIGH POINT | NC | 27262 | N/A | NC | PROGRAM SUPPORT TO COMBAT CHILDHOOD OBESITY AND PROVIDE A COMPREHENSIVE FITNESS PROGRAM TO CHILDREN OF ALL ABILITIES. | $5,000 | |
| HORSEPOWER THERAPEUTIC LEARNING CENTER | ||||||||
| 4537 WALPOLE RD | HIGH POINT | NC | 27265 | N/A | PC | TO SUPPORT THERAPEUTIC RIDING PROGRAMS FOR THOSE WITH PHYSICAL, SOCIAL, PHYSIOLOGICAL AND INTELLECTUAL DISABILITIES. | $10,000 | |
| HOSPICE OF THE PIEDMONT | ||||||||
| 1801 WESTCHESTER DRIVE | HIGH POINT | NC | 27262 | N/A | PC | EMPOWERING AND ENRICHING THE LIVES OF INDIVIDUALS AND FAMILIES IN THE COMMUNITY. | $2,000 | |
| JDRF | ||||||||
| 216 W MARKET STREET STE B | GREENSBORO | NC | 27401 | N/A | PC | TO ACCELERATE BREAKTHROUGHS TO CURE, PREVENT AND TREAT TYPE I DIABETES. | $20,000 | |
| OPEN DOOR MINISTRIES | ||||||||
| 400 N CENTENNIAL STREET | HIGH POINT | NC | 27262 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| PROSPECT UNITED METHODIST CHURCH | ||||||||
| 5553 PROSPECT STREET | HIGH POINT | NC | 27263 | N/A | NC | PROGRAM SUPPORT | $500 | |
| ROC SOLID FOUNDATION | ||||||||
| 5164 WEST MILITARY HIGHWAY STE 100 | CHESAPEAKE | VA | 23321 | N/A | NC | PROGRAM SUPPORT TO FUND RESEARCH INTO CANCER AND ASSIST CHILDREN DIAGNOSED WITH CANCER. | $25,000 | |
| UNITED WAY OF GREATER HIGH POINT | ||||||||
| PO BOX 90026 | CHARLOTTE | NC | 28290 | N/A | PC | DEVELOP COMMUNITY RESOURCES AND PARTNERSHIP THAT SUPPORT A BROAD ARRAY OF CRITICAL HEALTH AND HUMAN SERVICE NEEDS IN THE COMMUNITY. | $48,068 | |
| YMCA OF HIGH POINT | ||||||||
| PO BOX 6258 | HIGH POINT | NC | 27262 | N/A | PC | TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,568 | 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 | $39,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,774 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,428 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,428 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CARL F MICKEY JR | ||||||
| 1 | 6641 MENDENHALL ROAD | ARCHDALE | NC | 27263 | $300,000 | Yes (X) |
| MATTHEW D SINK | ||||||
| 2 | PO BOX 2024 | HIGH POINT | NC | 27261 | $10,000 | Yes (X) |
| MICKEY VENTURES AND HOLDINGS LLC | ||||||
| 3 | PO BOX 2024 | HIGH POINT | NC | 27261 | $50,000 | Yes (X) |
| H DEAN SINK | ||||||
| 4 | PO BOX 2024 | HIGH POINT | NC | 27261 | $80,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EATON CORPORATION PLC | AT COST | $15,923 | $19,025 |
| MEDTRONIC PLC | AT COST | $13,071 | $13,181 |
| NXP SEMICONDUCTORS NV | AT COST | $18,698 | $20,442 |
| ALIBABA GROUP HOLDING LTD | AT COST | $15,373 | $13,099 |
| AMAZON.COM INC | AT COST | $16,557 | $24,310 |
| APPLE INC | AT COST | $5,001 | $19,061 |
| AVERY DENNISON CORP COM | AT COST | $15,340 | $16,779 |
| BALL CORP COM NPV | AT COST | $15,823 | $16,221 |
| BERKSHIRE HATHAWAY INC COM | AT COST | $14,373 | $16,763 |
| BROADCOM INC COM | AT COST | $14,346 | $27,906 |
| CVS HEALTH CORPORATION COM | AT COST | $19,380 | $19,582 |
| CISCO SYSTEMS INC | AT COST | $17,945 | $17,834 |
| COMCAST CORP | AT COST | $12,888 | $14,251 |
| DIAMONDBACK ENERGY INC COM | AT COST | $14,607 | $16,438 |
| JP MORGAN CHASE & CO. | AT COST | $11,099 | $22,964 |
| MERCK & CO. INC COM | AT COST | $16,333 | $20,932 |
| METLIFE INC COM | AT COST | $14,881 | $18,516 |
| MICROSOFT CORP | AT COST | $17,732 | $28,579 |
| PNC FINANCIAL SERVICES GROUP COM | AT COST | $17,167 | $17,343 |
| PEPSICO INC | AT COST | $14,560 | $15,455 |
| PROLOGIS INC COM | AT COST | $23,796 | $25,327 |
| SCHWAB CHARLES CORP COM | AT COST | $17,823 | $17,957 |
| TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS | AT COST | $16,178 | $19,864 |
| UBER TECHNOLOGIES INC COM | AT COST | $1,110 | $1,108 |
| UNITED HEALTH GROUP INC | AT COST | $12,765 | $13,162 |
| VISA INC | AT COST | $16,608 | $20,828 |
| WALMART INC COM | AT COST | $17,063 | $18,918 |
| FEDERATED HERMES TTL RETURN BOND | AT COST | $68,198 | $69,699 |
| LOCORR MACRO STRATEGIES FD CL I | AT COST | $102,613 | $92,142 |
| LOCORR LONG/SHORT COMMODITIES STRGY I | AT COST | $103,766 | $95,842 |
| PIONEER MULTI-ASSET ULTRASHORT INCOME Y | AT COST | $71,224 | $71,351 |
| FIRST TR EXCHANGE-TRADED FD VI SMD RISING ETF | AT COST | $57,743 | $65,048 |
| ISHARES TRUST MSCI EMG MKTS ETF USD DIS | AT COST | $16,690 | $17,129 |
| ISHARES TR 10-20 YR TRS ETF | AT COST | $49,711 | $48,934 |
| ISHARES TRUST CORE MSCI EAFE ETF | AT COST | $21,649 | $22,792 |
| DEFENDER CAPITAL PARTNERS | AT COST | $685,890 | $631,503 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $6,809 | $6,809 | $0 |
| K-1 PORTFOLIO DEDUCTIONS | $15,158 | $15,158 | $0 |
| FOREIGN TAX PAID | $38 | $38 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICKEY VENTURES AND HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2024 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | ZIPCd |
Comments