AARON ROSS SHAPIRO FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AARON ROSS SHAPIRO FOUNDATION (EIN 83-2201423)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-08
- IRS object ID
- 202441909349100159
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-08T11:21:00-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580979080 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH ADCOCK AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 POWERS FERRY RD NW STE 250 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | 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 | 832201423 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AARON ROSS SHAPIRO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARO | BusinessNameControlTxt |
| Phone | 6789232875 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | BOONE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SHAPIRO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6789232875 | PhoneNum |
| Signature | 2024-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | SHAPIRO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E GIBSON | PreparerPersonNm |
| PTIN | P00429568 | PTIN |
| Phone | 4042522208 | PhoneNum |
| Preparation | 2024-06-20 | PreparationDt |
| 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 | $276,513 | 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 | $79,326 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,214 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,099 | GrossSalesPriceAmt |
| Total Rev And Expnss | $58,158 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,375 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,643 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,643 | AccountingFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,643 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,743 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,951 | CashBOYAmt |
| Cash EOY | $32,879 | CashEOYAmt |
| Cash EOYFMV | $32,879 | CashEOYFMVAmt |
| Corporate Stock BOY | $236,144 | CorporateStockBOYAmt |
| Corporate Stock EOY | $228,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $243,634 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $250,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $261,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $276,513 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $250,095 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $261,510 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $250,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $261,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $250,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $261,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $250,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,415 | ExcessRevenueOverExpensesAmt |
| Subtotal | $261,510 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $261,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 715 SH BAXTER | P | 2023-11-03 | $24,363 | $45,629 | -$21,266 | -$21,266 | |
| 228 SH CITIGROUP | P | 2023-04-21 | $10,874 | $9,889 | $985 | $985 | |
| 500 SH CONTAINER STORE | P | 2023-03-15 | $1,760 | $2,142 | -$382 | -$382 | 2022-12-23 |
| 200 SH OCCIDENTAL PETROLEUM | P | 2023-03-10 | $7,630 | $8,349 | -$719 | -$719 | 2022-12-23 |
| 150 SH PELOTON | P | 2023-03-15 | $1,550 | $1,339 | $211 | $211 | 2022-12-23 |
| 100 SH SCHWAB US DIVIDEND | P | 2023-03-17 | $7,056 | $7,190 | -$134 | -$134 | 2023-03-10 |
| 979 SH SYNOVUS | P | 2023-04-25 | $26,500 | $33,943 | -$7,443 | -$7,443 | |
| 60 SH TMOBILE | P | 2023-03-17 | $8,622 | $8,416 | $206 | $206 | 2022-03-10 |
| 30 SH TESLA | P | 2023-04-04 | $5,744 | $3,745 | $1,999 | $1,999 | 2022-12-23 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,543 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $975 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $52 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $52 | SubtotalAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $52 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID SHAPIRO | IndividualWithBooksNm |
| Phone | 6782932875 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | BOONE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID SHAPIRO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | BOONE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.20 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $197,502 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $236,008 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $236,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,540 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $232,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,623 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,623 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52 | TotalTaxAmt |
| Distributable Before Adj | $11,571 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,571 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,571 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,571 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $5,842 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,830 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,911 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,010 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,100 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,529 | RemainingDistriFromCorpusAmt |
| Total Corpus | $88,122 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $88,122 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,842 | ExcessFromYear4Amt |
| Excess From Year3 | $15,830 | ExcessFromYear3Amt |
| Excess From Year2 | $16,911 | ExcessFromYear2Amt |
| Excess From Year1 | $16,010 | ExcessFromYear1Amt |
| Excess From Current Year | $33,529 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID SHAPIRO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID SHAPIRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | BOONE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6789232875 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| APPALACHIAN STATE UNIVERSITY | ||||||
| 287 RIVERS STREET | BOONE | NC | 28608 | PUBLIC 501C3 | OPERATIONS | $45,000 |
| VALLECITO ELEMENTARY SCHOOL | ||||||
| 50 NOVA ALBION WAY | SAN RAFAEL | CA | 94903 | PUBLIC 501C3 | OPERATIONS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $161 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,214 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$26,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$21,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$21,168 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID SHAPIRO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | BOONE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $79,326 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 633 SH GAP INC | $13,753 | 2023-12-19 |
| 1 | 150 SH GE HEALTHCARE TECH | $11,318 | 2023-12-19 |
| 1 | 1,098 SH MACYS INC | $22,362 | 2023-12-19 |
| 1 | 1,137 SH PFIZER INC | $31,893 | 2023-12-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,643 | Amt |
| Net Investment Income | $1,643 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $8,998 | $14,093 |
| BAXTER INTL | ||
| CITIGROUP INC | ||
| CONTAINER STORE | ||
| GAP INC | $13,753 | $13,252 |
| GE HEALTHCARE TECHNOLOGIES | $11,318 | $11,612 |
| JP MORGAN CHASE | $39,901 | $51,542 |
| MACYS INC | $22,362 | $22,097 |
| META PLATFORMS INC | $27,640 | $35,396 |
| OCCIDENTAL PETROLEUM | ||
| PELOTON | ||
| PFIZER INC | $84,311 | $70,734 |
| SYNOVUS FINANCIAL | ||
| TESLA | ||
| TMOBILE | ||
| VANGUARD TOTAL INDEX | $20,348 | $24,908 |
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