PARTLO FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PARTLO FOUNDATION INC (EIN 81-3938600)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-10-08
- IRS object ID
- 202442829349100034
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-08T14:52:05-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561951327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John D Adams & Company CPAs PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 529 | AddressLine1Txt |
| City | Garner | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27529 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813938600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Partlo Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 9197729722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 799 | AddressLine1Txt |
| City | Garner | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27529 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barry W Partlo | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9197729722 | PhoneNum |
| Signature | 2024-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John D Adams CPA | PreparerPersonNm |
| PTIN | P00020625 | PTIN |
| Phone | 9197792020 | PhoneNum |
| Preparation | 2024-09-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,041,420 | 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 | $620,859 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $18,221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,221 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $88,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $159,749 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,250 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $774,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $153,558 | 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 | $9,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,810 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $9,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $760,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,748 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,082 | CashBOYAmt |
| Cash EOY | $1,502 | CashEOYAmt |
| Cash EOYFMV | $1,502 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $651,294 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $651,294 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,035,633 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,169,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,368,588 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,036 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,083,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,841,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,041,420 | 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 | $3,083,573 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,841,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,083,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,841,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,083,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,841,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,083,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $760,107 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,843,680 | SubtotalAmt |
| Other Decreases | $1,783 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,841,897 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publically Traded Securities--Edward Jones | P | 2021-09-28 | 2024-06-26 | $57,505 | $48,282 | $9,223 | $9,223 |
| Publically Traded Securities--Edward Jones | P | 2021-06-18 | 2024-06-26 | $20,083 | $12,309 | $7,774 | $7,774 |
| Publically Traded Securities--Edward Jones | P | 2021-11-23 | 2024-06-26 | $25,347 | $20,242 | $5,105 | $5,105 |
| Publically Traded Securities--Edward Jones | P | 2021-11-30 | 2024-06-26 | $34,016 | $19,598 | $14,418 | $14,418 |
| Publically Traded Securities--Edward Jones | P | 2023-08-07 | 2024-06-26 | $19,313 | $12,068 | $7,245 | $7,245 |
| Capital Gains Dividends | P | $3,485 | $3,485 | $3,485 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,250 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,998 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,998 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $838 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
| Individual With Books | Barry W Partlo | IndividualWithBooksNm |
| Phone | 9197729722 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 799 | AddressLine1Txt |
| City | Garner | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27529 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Barry W Partlo | ||||||||
| 100 Partlo Street | Garner | NC | 27529 | President | 0.00 | $0 | $0 | $0 |
| Jarod M Partlo | ||||||||
| 100 Partlo Street | Garner | NC | 27529 | Secretary/Treasurer | 0.00 | $0 | $0 | $0 |
| Kelly A Partlo | ||||||||
| 100 Partlo Street | Garner | NC | 27529 | Director | 0.00 | $0 | $0 | $0 |
| Waverly H Barnes Jr | ||||||||
| 100 Partlo Street | Garner | NC | 27529 | Director | 0.00 | $0 | $0 | $0 |
| Jonathan D Adams | ||||||||
| 1266 Benson Road | Garner | NC | 27529 | Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $3,107,889 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $361,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,469,606 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,469,606 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,417,562 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $170,878 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $170,878 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,998 | TotalTaxAmt |
| Distributable Before Adj | $168,880 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $168,880 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $168,880 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,880 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $38,415 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $38,415 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $38,415 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $38,415 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $125,965 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| The Rescue for PTSD | |||||||
| 10606 Maidstone Manor Court | Spring | TX | 77379 | None | PC | Adopt and Train Shelter/Rescue Dogs for Military Veterans Suffering with Post-Traumatic Stress Disorder | $2,500 |
| YMCA of the Triangle Area Inc | |||||||
| 801 Corporate Center Drive | Raleigh | NC | 27607 | None | PC | Put Christian Principles Into Practice Through Programs That Build Healthy Spirit, Mind, and Body For All | $1,000 |
| Johnston Health Foundation | |||||||
| 509 N Bright Leaf Blvd | Smithfield | NC | 27577 | None | PC | To Empower Patients, Provide Comfort to Families, and Advance Health Care in the Community | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,221 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,087 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $153,558 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,558 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nathalie J Partlo Charitable Lead Annuity Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 799 | AddressLine1Txt |
| City | Garner | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27529 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $620,859 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | John D. Adams & Company, CPAs, PLLC | CategoryTxt |
| Amt | $9,810 | Amt |
| Net Investment Income | $9,810 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Not required in North Carolina | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Bank Montreal Medium Term 20,000 | BondNm |
| EOY Book Value | $20,000 | EOYBookValueAmt |
| EOYFMV | $20,036 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Aflac Inc. 230 shares | $12,717 | $20,573 |
| WK Kellogg Co. 77 shares | $1,197 | $1,267 |
| Lockheed Martin Corp. 37 shares | $14,531 | $17,416 |
| Merck & Co Inc. 261 shares | $19,821 | $32,327 |
| Organon & Co. 25 shares | $939 | $518 |
| State Street Corp. 1041 shares | $81,031 | $77,103 |
| Texas Instruments Inc. 303 shares | $56,228 | $58,856 |
| United Parcel Service Inc. Cl B 174 shares | $32,419 | $23,837 |
| Blackrock Multi Asset Inc A 44,276.451 shares | $472,294 | $443,207 |
| Amazon.com 300 shares | $37,985 | $57,975 |
| Chevron 75 shares | $7,272 | $11,793 |
| Cisco Systems 1199 shares | $64,921 | $56,964 |
| Digital Realty Trust Inc 126 shares | $19,851 | $19,158 |
| Duke Energy Corp New 496 shares | $49,917 | $49,714 |
| IBM 157 shares | $18,745 | $27,153 |
| Illinois Tool Works Inc 172 shares | $39,795 | $40,757 |
| Johnson and Johnson 245 shares | $39,755 | $35,809 |
| Kyndryl Hldgs Inc 28 shares | $835 | $737 |
| Lowes Companies Inc 323 shares | $65,006 | $71,209 |
| McDonalds Corp 100 shares | $24,882 | $25,484 |
| Omnicom Group Inc 553 shares | $40,177 | $49,563 |
| Procter & Gamble Co 136 shares | $19,388 | $22,501 |
| Verizon Communications 828 shares | $42,730 | $34,147 |
| Invesco Exchange 1,539.57783 shares | $99,024 | $99,996 |
| ISH Core MSCI TOT Intl Stk ETF 1233 shares | $84,290 | $83,301 |
| Ishares Core Div Growth ETF 580 shares | $29,957 | $33,414 |
| Ishares Core S&P 500 ETF 242.33747 shares | $104,369 | $132,614 |
| Ishares Core S&P Total US Stk 1,097.88045 shares | $108,316 | $130,406 |
| Ishares Exponential Tech ETF 386 shares | $19,976 | $22,708 |
| Ishares Russ 1000 Growth ETF 335 shares | $91,618 | $122,111 |
| MSCI USA Momentum Factor ETF 684.25696 shares | $114,676 | $133,341 |
| Schwab Intl Equity ETF 2976 shares | $112,974 | $114,338 |
| Schwab US Large-Cap ETF 2,054.45158 shares | $106,414 | $131,999 |
| Schwab US Mid Cap ETF 1,082.55626 shares | $81,719 | $84,255 |
| Schwab US Small Cap ETF 1,769.78558 shares | $84,514 | $83,976 |
| Vanguard FTSE All-World EX US 447.45905 shares | $59,630 | $52,572 |
| Vanguard Growth ETF 409 shares | $113,040 | $152,970 |
| JPM Investor Growth & Income 12,155.629 shares | $222,326 | $233,996 |
| Coca-Cola Co 407 shares | $24,968 | $25,906 |
| Emerson Electric Co 268 shares | $24,934 | $29,523 |
| Pfizer Inc 607 shares | $24,962 | $16,984 |
| Truist Financial Corp 748 shares | $25,105 | $29,060 |
| JP Morgan Income Builder A 22,896.772 shares | $221,183 | $222,557 |
| Dollar General Corp 200 shares | $27,495 | $26,446 |
| FMC Corp 400 shares | $26,845 | $22,790 |
| Kellanova 309 shares | $18,767 | $17,844 |
| Qualcomm Inc 100 shares | $12,068 | $19,918 |
| Invesco Govt Money Market 167,585.27 shares | $167,495 | $167,495 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Based on Investment Income | Desc |
| Amt | $1,783 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nathalie J Partlo Charitable Lead Annuity Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 799 | AddressLine1Txt |
| City | Garner | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27529 | ZIPCd |
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