ERNEST A KOURY FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ERNEST A KOURY FAMILY FOUNDATION INC (EIN 20-0443049)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-03-20
- IRS object ID
- 202300799349100410
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-20T15:21:23-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560587953 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILLIAM BELL MOSER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 621 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 272160621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200443049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNEST A KOURY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERNE | BusinessNameControlTxt |
| Phone | 3365702129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 850 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 272160850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILTOM E PETTY | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3365702129 | PhoneNum |
| Signature | 2023-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MILTOM | PersonFirstNm |
| Person Last | PETTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J BRADLEY MOSER | PreparerPersonNm |
| PTIN | P00024209 | PTIN |
| Phone | 3362276283 | PhoneNum |
| Preparation | 2023-02-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $2,658,054 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $11,767 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,767 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,228 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,228 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $35,995 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,995 | 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 |
| Taxes Rev And Expnss | $179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,366 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,366 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,545 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$125,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,629 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,833,944 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $204,958 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,958 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $196,067 | CorporateStockBOYAmt |
| Corporate Stock EOY | $196,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $216,272 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,503,936 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,236,824 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,030,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,904,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,658,054 | 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 | $3,030,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,904,961 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,030,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,904,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,030,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,904,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,030,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$125,050 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,904,961 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,904,961 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $467 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $467 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 |
| 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 | MILTOM E PETTY | IndividualWithBooksNm |
| Phone | 3365702129 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TUCKER STREET EXTENSION | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27215 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ERNEST A KOURY JR | ||||||||
| TUCKER STREET EXTENSION | BURLINGTON | NC | 27215 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRADFORD A KOURY | ||||||||
| TUCKER STREET EXTENSION | BURLINGTON | NC | 27215 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| TEENA M KOURY | ||||||||
| TUCKER STREET EXTENSION | BURLINGTON | NC | 27215 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| MILTOM E PETTY | ||||||||
| TUCKER STREET EXTENSION | BURLINGTON | NC | 27215 | SEC/TREAS/DIRECTOR | 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 |
| 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 | $338,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,721,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,059,911 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,059,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,014,012 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $467 | TotalTaxAmt |
| Distributable Before Adj | $150,234 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $150,234 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $150,234 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $158,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,234 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $156,189 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $156,189 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,311 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $147,923 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMANCE COUNTY SILENT WITNESS PROGRAM CRIMESTOPPERS | |||||||
| 267 W FRONT STREET | BURLINGTON | NC | 27215 | NONE | 501(C)(3) NONPROFIT | TO AID IN ORGANIZATION'S PROGRAMS. | $5,000 |
| ALAMANCE REGIONAL CHARITABLE FOUNDATION | |||||||
| PO BOX 202 | BURLINGTON | NC | 27216 | NONE | 501(C)(3) NONPROFIT | TO AID IN ORGANIZATION'S PROGRAMS. | $5,000 |
| THE BURLINGTON SCHOOL | |||||||
| 1615 GREENWOOD TERRACE | BURLINGTON | NC | 27215 | NONE | 501(C)(3) NONPROFIT | EDUCATION. | $15,000 |
| BURLINGTON CHRISTIAN ACADEMY | |||||||
| 621 E SIXTH STREET | BURLINGTON | NC | 27215 | NONE | 501(C)(3) NONPROFIT | TO AID IN ORGANIZATION'S PROGRAMS. | $15,000 |
| ELON UNIVERSITY | |||||||
| 2615 CAMPUS BOX | ELON | NC | 27244 | NONE | 501(C)(3) NONPROFIT | EDUCATION AND TO FUND SCHOLARSHIPS. | $25,000 |
| SALVATION ARMY BOYS & GIRLS CLUB | |||||||
| PO BOX 1238 | BURLINGTON | NC | 27216 | NONE | 501(C)(3) NONPROFIT | TO AID IN ORGANIZATION'S PROGRAMS. | $10,000 |
| NC MARINE & ESTUARY FOUNDATION | |||||||
| 1101 HAYNES STREET SUITE 102 | RALEIGH | NC | 27604 | NONE | 501(C)(3) NONPROFIT | TO AID IN ORGANIZATION'S PROGRAMS. | $40,000 |
| NC STATE VETERINARY MEDICAL FOUNDATION | |||||||
| 1060 WILLIAM MOORE DRIVE | RALEIGH | NC | 27607 | NONE | 501(C)(3) NONPROFIT | EDUCATION AND TO FUND SCHOLARSHIPS. | $25,000 |
| WESTERN ALAMANCE HIGH SCHOOL | |||||||
| 1731 NORTH NC HWY 87 | ELON | NC | 27244 | NONE | 501(C)(3) NONPROFIT | TO AID IN ORGANIZATION'S PROGRAMS. | $5,000 |
| PEG'S PJS | |||||||
| 2228 WALKER AVENUE | BURLINGTON | NC | 27215 | NONE | 501(C)(3) NONPROFIT | TO AID IN ORGANIZATION'S PROGRAMS. | $3,500 |
| PET ADOPTION AND WELFARE SOCIETY | |||||||
| PO BOX 2440 | BURLINGTON | NC | 27216 | NONE | 501(C)(3) NONPROFIT | TO AID IN ORGANIZATION'S PROGRAMS. | $5,000 |
| POSITIVE ATTITUDE YOUTH CENTER | |||||||
| 229 N GRAHAM-HOPEDALE RD | BURLINGTON | NC | 27215 | NONE | 501(C)(3) NONPROFIT | TO AID IN ORGANIZATION'S PROGRAMS. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,500 | 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 | $11,767 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,228 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,995 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 2325 SHARES OF DUKE ENERGY | StockNm |
| EOY Book Value | $196,067 | EOYBookValueAmt |
| EOYFMV | $216,272 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 5547 SHARES OF DFA 5YR GLOBAL FIXED | AT COST | $55,636 | $54,804 |
| 4572 SHARES OF DFA INVESTMENT GRADE | AT COST | $45,671 | $43,660 |
| 5307 SHARES OF DFA WORLD EX US GOVERNMENT FIXED INCOME | AT COST | $44,841 | $42,877 |
| 5045 SHARES OF VANGUARD ST INVESTMENT | AT COST | $50,654 | $49,645 |
| 13911 SHARES OF VANGUARD TOTAL BOND MARKET INDEX | AT COST | $135,353 | $130,623 |
| 8565 SHARES OF DFA EMERGING MARKETS CORE EQUITY | AT COST | $179,172 | $157,332 |
| 6308 SHARES OF DFA GLOBAL REAL ESTATE SECURITIES | AT COST | $70,583 | $60,428 |
| 42755 SHARES OF DFA INTERNATIONAL CORE EQUITY | AT COST | $559,234 | $492,964 |
| 29537 SHARES OF DFA US CORE EQUITY 2 | AT COST | $852,424 | $752,295 |
| 22723 SHARES OF DFA US VECTOR EQUITY | AT COST | $510,368 | $452,196 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $2,366 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,366 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990PF - 2020 TAX YEAR | CategoryTxt |
| Amt | $179 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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