REYNOLDS AMERICAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- REYNOLDS AMERICAN FOUNDATION (EIN 58-1681920)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-18
- IRS object ID
- 202403539349100900
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-18T10:56:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934413281 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRESLOW STARLING ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3825 W MARKET ST STE 200 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27407 | 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 | 581681920 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REYNOLDS AMERICAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REYN | BusinessNameControlTxt |
| Phone | 3367410536 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2959 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 271022959 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAVIER SUAREZ | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 3367410536 | PhoneNum |
| Signature | 2024-11-13 | 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 | A THOMAS EVANS III | PreparerPersonNm |
| PTIN | P00231429 | PTIN |
| Phone | 3362926872 | PhoneNum |
| Preparation | 2024-11-13 | 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 | $54,263,213 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23,579 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,579 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,128,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,128,983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $694,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,920,288 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,180,455 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,847,100 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,333,017 | 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 | $29,231 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $211,069 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,636 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,433 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $115,846 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $356,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $172,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $38,433 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,733,367 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,733,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,089,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $172,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,771,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$242,413 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,160,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,714,329 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $444,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $444,798 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $48,030,805 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,818,415 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,818,415 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $49,745,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,263,213 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,263,213 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $45,602 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,769 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $45,602 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,769 | 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 | $49,699,532 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,212,444 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,699,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,212,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,745,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,263,213 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,699,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$242,413 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,755,325 | OtherIncreasesAmt |
| Subtotal | $54,212,444 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,212,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| SECURITIES | 2023-12-31 | $3,764,528 | $2,739,833 | $1,024,695 | $1,024,695 | |
| CAPITAL GAINS DIVIDENDS | $155,760 | $155,760 | $155,760 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,180,455 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,029 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98,890 | 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 | $98,890 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68,861 | OverpaymentAmt |
| Applied To ES Tax | $68,861 | 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 | 0 | 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 | JAVIER SUAREZ | IndividualWithBooksNm |
| Phone | 3367411901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2959 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 271022959 | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| SHAY MUSTAFA | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | CHAIR | 1.00 | $0 | $0 | $0 |
| MARY ELIZABETH BARWICK | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVE HOLLAND Q1-Q32023 | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | TREASURER | 1.00 | $0 | $0 | $0 |
| RAY PAULIN Q42023 | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | TREASURER | 1.00 | $0 | $0 | $0 |
| MONIQUE PETREE | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DERRICK MANUEL | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JAVIER SUAREZ | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MANDY HASTY | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| KRYSTAL FORBES JAMES Q3-Q42023 | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LYNDSEY FREDERICKS | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| NATHAN BOHON | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SHASHI KAIKINI Q2-Q42023 | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| STEPHAN BONAPARTE | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TIMOTHY NESTOR | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| BRIAN CHAMBERS | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| AMY FEHRENBACH Q2-Q42023 | ||||||||
| PO BOX 2959 | WINSTONSALEM | NC | 27102 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST COMPANY OF CONNECTICUT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 ATLANTIC STREET | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $167,957 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $50,540,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,383,399 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,923,902 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,923,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $778,859 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,145,043 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,557,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,557,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,029 | TotalTaxAmt |
| Distributable Before Adj | $2,527,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,527,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,527,223 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,771,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,771,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,527,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,464,688 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,689,448 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,460,371 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $756,438 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,370,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,771,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,771,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $755,423 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $755,423 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,615,522 | 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 | $2,709,265 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,906,257 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,689,448 | ExcessFromYear4Amt |
| Excess From Year3 | $1,460,371 | ExcessFromYear3Amt |
| Excess From Year1 | $756,438 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KARA CALDERON EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | REYNOLDS AMERICAN FOUNDATION PO BOX | AddressLine1Txt |
| Address Line2 | 2959 | AddressLine2Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3367410536 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITTEN FORM WITH THE ORGANIZATION'S SECTION 501(C)(3) EXEMPTION LETTER ATTACHED. APPLICANTS SHOULD PROVIDE A DESCRIPTION OF THE ACTIVITY FOR WHICH MONEY IS NEEDED, A DESCRIPTION OF THE PROPOSED PROJECT, AND A LIST OF THE ORGANIZATION'S BOARD OF DIRECTORS. FOR ADDITIONAL DETAILS AND REQUIREMENTS EMAIL: RAIFOUNDATION@RJRT.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE GENERALLY DIRECTED TOWARDS EDUCATIONS, ARTS, AND SOCIAL SERVICES/BASIC NEEDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABC OF NC FOUNDATION | ||||||
| 905 FRIEDBERG CHURCH ROAD | WINSTONSALEM | NC | 27127 | PC | CHARITABLE ACTIVITIES | $366 |
| ARTS COUNCIL OF WINSTON-SALEM AND FORSYTH COUNTY | ||||||
| 251 N SPRUCE STREET | WINSTONSALEM | NC | 27101 | PC | CHARITABLE ACTIVITIES | $50,000 |
| AUTHORING ACTION | ||||||
| 624 W SIXTH STREET STE 150 | WINSTON SALEM | NC | 27101 | PC | CHARITABLE ACTIVITIES | $50,000 |
| BAPTIST CHILDRENS HOMES OF NORTH CAROLINA INC | ||||||
| PO BOX 338 | THOMASVILLE | NC | 273610338 | PC | CHARITABLE ACTIVITIES | $15,000 |
| BIG BROTHERS BIG SISTERS SERVICES INC | ||||||
| 200 SOUTH MARSHALL STREET | WINSTONSALEM | NC | 27101 | PC | CHARITABLE ACTIVITIES | $15,000 |
| CHARITIES AID FOUNDATION AMERICA | ||||||
| 225 REINEKERS LANE 375 | ALEXANDRIA | VA | 22314 | PC | CHARITABLE ACTIVITIES | $287,733 |
| CROSBY SCHOLARS COMMUNITY PARTNERSHIP | ||||||
| 2701 UNIVERSITY PARKWAY | WINSTONSALEM | NC | 27105 | PC | CHARITABLE ACTIVITIES | $100,000 |
| CROSSTRAINING MINISTRY OF PILOT MOUNTAIN | ||||||
| 285 TAYLOR ROAD | PILOT MOUNTAIN | NC | 27041 | PC | CHARITABLE ACTIVITIES | $212 |
| DAVIDSON-DAVIE COMMUNITY COLLEGE | ||||||
| PO BOX 1287 | LEXINGTON | NC | 27293 | GOV | SCHOLARSHIPS | $1,000 |
| EXCHANGE CLUB CENTER FOR PREVENTION OF CHILD ABUSE OF NC | ||||||
| 500 W NORTHWEST BOULEVARD | WINSTONSALEM | NC | 27105 | PC | CHARITABLE ACTIVITIES | $50,000 |
| EXPERIMENT IN SELF-RELIANCE INC | ||||||
| PO BOX 135 | WINSTONSALEM | NC | 271020135 | PC | CHARITABLE ACTIVITIES | $22,500 |
| FERST READERS INC | ||||||
| 1140 MONTICELLO ROAD | MADISON | GA | 30650 | PC | CHARITABLE ACTIVITIES | $20,000 |
| FINANCIAL PATHWAYS OF THE PIEDMONT | ||||||
| 7820 N POINT BLVD STE 100 | WINSTONSALEM | NC | 271063299 | PC | CHARITABLE ACTIVITIES | $35,000 |
| FORSYTH TECHNICAL COMMUNITY COLLEGE | ||||||
| 2100 SILAS CREEK PARKWAY | WINSTONSALEM | NC | 27103 | GOV | SCHOLARSHIPS | $2,000 |
| HAPPY HILL NEIGHBORHOOD ASSOCIATION INC | ||||||
| 604 LIBERIA STREET | WINSTONSALEM | NC | 271271129 | PC | CHARITABLE ACTIVITIES | $32,700 |
| MAKE-A-WISH CENTRAL AND WESTERN NORTH CAROLINA | ||||||
| 217 E TREMONT AVENUE | CHARLOTTE | NC | 28203 | PC | CHARITABLE ACTIVITIES | $25,000 |
| NATIONAL MERIT SCHOLARSHIP CORPORATION | ||||||
| PO BOX 99389 | CHICAGO | IL | 606939389 | PC | SCHOLARSHIPS | $62,325 |
| NEIGHBORHOODS HANDS | ||||||
| 1713 N LIBERTY STREET | WINSTONSALEM | NC | 271056185 | PC | CHARITABLE ACTIVITIES | $75,000 |
| PATRICK AND HENRY COMMUNITY COLLEGE | ||||||
| 10 PATRICK HENRY CIRCLE | PURCELLVILLE | VA | 20132 | GOV | SCHOLARSHIPS | $1,000 |
| PERCY JOHN FULTON MARINE CORPS LEAGUE DETACHMENT 1075 | ||||||
| PO BOX 30344 | WINSTONSALEM | NC | 27130 | PC | CHARITABLE ACTIVITIES | $2,574 |
| SAWTOOTH CENTER FOR VISUAL ARTS | ||||||
| 251 N SPRUCE STREET | WINSTONSALEM | NC | 271012735 | PC | CHARITABLE ACTIVITIES | $33,242 |
| SECOND HARVEST FOOD BANK OF NORTHWEST NORTH CAROLINA INC | ||||||
| 3330 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27105 | PC | CHARITABLE ACTIVITIES | $50,000 |
| SECU FAMILY HOUSE HOSPITAL HOSPITALITY HOUSE OF WS | ||||||
| 1970 BALDWIN LANE | WINSTON SALEM | NC | 271035845 | PC | CHARITABLE ACTIVITIES | $70,000 |
| SENIOR SERVICES FOUNDATION INC | ||||||
| 2895 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27105 | PC | CHARITABLE ACTIVITIES | $150,000 |
| SENIOR SERVICES FOUNDATION INC | ||||||
| 2895 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27105 | PC | CHARITABLE ACTIVITIES | $118 |
| SMART START FORSYTH COUNTY | ||||||
| 7820 N POINT BLVD STE 200 | WINSTONSALEM | NC | 271063299 | PC | CHARITABLE ACTIVITIES | $75,000 |
| STARMOUNT HIGH SCHOOL ATHLETIC BOOSTERS CLUB | ||||||
| 2516 LONGTOWN ROAD | BOONVILLE | NC | 27011 | PC | CHARITABLE ACTIVITIES | $3,676 |
| SURRY COMMUNITY COLLEGE FOUNDATION INC | ||||||
| 630 S MAIN STREET | DOBSON | NC | 27017 | PC | SCHOLARSHIPS | $1,000 |
| THE FEELING FRIENDS COMMUNITY CENTER OF CULTURALLY RESPONSIVE EM INT INC | ||||||
| 500 W 5TH STREET SUITE 400 | WINSTONSALEM | NC | 27101 | PC | CHARITABLE ACTIVITIES | $32,000 |
| THE PENNSYLVANIA STATE UNIVERSITY | ||||||
| 2583 GATEWAY DRIVE SUITE 130 | STATE COLLEGE | PA | 168013098 | GOV | CHARITABLE ACTIVITIES | $206 |
| THE WASHINGTON CENTER FOR INTERNSHIPS AND ACADEMIC SEMINARS | ||||||
| 1005 3RD STREET NE | WASHINGTON | DC | 200023998 | PC | CHARITABLE ACTIVITIES | $50,000 |
| TOTAL CONCEPTS INTERNATIONAL INC | ||||||
| 5068 RAMILLIE RUN | WINSTONSALEM | NC | 271071361 | PC | CHARITABLE ACTIVITIES | $25,000 |
| TRELLIS SUPPORTIVE CARE | ||||||
| 101 HOSPICE LANE | WINSTONSALEM | NC | 271035766 | PC | CHARITABLE ACTIVITIES | $50,000 |
| UNITED WAY OF FORSYTH COUNTY | ||||||
| 301 N MAIN STREET SUITE 1700 | WINSTONSALEM | NC | 27101 | PC | CHARITABLE ACTIVITIES | $140,883 |
| UNITED WAY OF FORSYTH COUNTY | ||||||
| 301 NORTH MAIN STREET STE 1700 | WINSTONSALEM | NC | 271013838 | PC | CHARITABLE ACTIVITIES | $25,000 |
| VETERANS OF FOREIGN WARS OF THE UNITED STATES DEPARTMENT OF NORTH CAROLINA | ||||||
| PO BOX 6018 116 CHANCE STREET | FAYETTEVILLE | NC | 28302 | PC | CHARITABLE ACTIVITIES | $2,368 |
| WELLS CENTER FOR WOMEN IN TRANSITION | ||||||
| PO BOX 11313 | WINSTONSALEM | NC | 27116 | PC | CHARITABLE ACTIVITIES | $62,964 |
| WILKES COMMUNITY COLLEGE | ||||||
| DRAWER 120 COLLEGIATE DRIVE | WILKESBORO | NC | 28697 | GOV | SCHOLARSHIPS | $1,000 |
| WINSTON-SALEM INDUSTRIES FOR THE BLIND INC | ||||||
| 7730 N POINT BLVD | WINSTONSALEM | NC | 271063310 | PC | CHARITABLE ACTIVITIES | $50,000 |
| WINSTON-SALEM MIXXER INC | ||||||
| 1375 N MARTIN LUTHER KING JR DRIVE | WINSTONSALEM | NC | 27101 | PC | CHARITABLE ACTIVITIES | $23,500 |
| WINSTON-SALEM SYMPHONY ASSOCIATION INC | ||||||
| 301 N MAIN STREET SUITE 1901 | WINSTONSALEM | NC | 27101 | PC | CHARITABLE ACTIVITIES | $15,000 |
| YWCA OF WINSTON-SALEM AND FORSYTH COUNTY | ||||||
| 315 SOUTH LIBERTY STREET | WINSTONSALEM | NC | 27101 | PC | CHARITABLE ACTIVITIES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,733,367 | 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 | $23,579 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,128,983 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $694,538 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,847,100 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,847,100 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $29,231 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $53,818,415 | EOYBookValueAmt |
| EOYFMV | $53,818,415 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $4,755,325 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC ACCRUED LIABILITIES | Desc |
| BOY Book Value | $45,602 | BOYBookValueAmt |
| EOY Book Value | $50,769 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND INVESTMENT FEES | $172,636 | $172,636 | $0 |
| ADMINISTRATIVE FEES | $38,433 | $0 | $38,433 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $110,000 | $0 | $0 |
| OTHER TAXES | $5,846 | $0 | $0 |
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