BLACKWELDER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BLACKWELDER FAMILY FOUNDATION (EIN 81-4320192)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-22
- IRS object ID
- 202341429349100309
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-22T08:37:01-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560571159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E CUMBERLAND STREET | AddressLine1Txt |
| City | DUNN | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28334 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814320192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKWELDER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAC | BusinessNameControlTxt |
| Phone | 2523297900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3506 GREENVILLE BLVD NE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27834 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARRETT BLACKWELDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2523297900 | PhoneNum |
| Signature | 2023-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARRETT | PersonFirstNm |
| Person Last | BLACKWELDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDDY H ROBINSON | PreparerPersonNm |
| PTIN | P00174761 | PTIN |
| Phone | 9108921021 | PhoneNum |
| Preparation | 2023-05-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $5,169,209 | 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 | $1,011,338 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,089 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,089 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,713 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $394,967 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $536,122 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $394,967 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,507,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $495,769 | 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 | $2,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,284 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $291,526 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $291,526 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $329,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $291,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,178,097 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $460,485 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $154,678 | CashBOYAmt |
| Cash EOY | $542,486 | CashEOYAmt |
| Cash EOYFMV | $542,486 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $360 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $9,090 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $360 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $360 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $5,123,465 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,626,363 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,626,363 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,287,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,169,209 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,169,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,287,233 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,169,209 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,287,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,169,209 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,287,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,169,209 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,287,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,178,097 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,465,330 | SubtotalAmt |
| Other Decreases | $1,296,121 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,169,209 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|
| PUBLICLY TRADED SECURITIES | -$141,155 | -$141,155 | |
| PUBLICLY TRADED SECURITIES | $536,122 | $536,122 | $536,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $394,967 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,971 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,971 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,570 | OverpaymentAmt |
| Applied To ES Tax | $6,570 | 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 | ALAN MIZELLE | IndividualWithBooksNm |
| Phone | 2523297900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3506 GREENVILLE BLVD NE | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27834 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| GARRETT BLACKWELDER | ||||||||
| 1105 AUTUMN LAKE DRIVE | GRIMESLAND | NC | 27837 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CORRIE BLACKWELDER | ||||||||
| 1105 AUTUMN LAKE DRIVE | GRIMESLAND | NC | 27837 | SECRETARY | 0.50 | $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 | $4,300,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,733 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,485,623 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,485,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,284 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,418,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,401 | TotalTaxAmt |
| Distributable Before Adj | $214,516 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,516 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,516 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $291,526 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $291,526 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $188,292 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $74,481 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $164,723 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $427,496 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $291,526 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,516 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,010 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $504,506 | 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 | $188,292 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $316,214 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $74,481 | ExcessFromYear4Amt |
| Excess From Year3 | $164,723 | ExcessFromYear3Amt |
| Excess From Current Year | $77,010 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARRETT BLACKWELDER | ContributingManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| BETHANY INTERNATIONAL | |||||||
| 6820 AUTO CLUB ROAD SUITE J | BLOOMINGTON | MN | 55438 | NONE | PC | UNRESTRICTED PROGRAM USE | $5,000 |
| BOYS AND GIRLS CLUB | |||||||
| 621 WEST FIRE TOWER ROAD | WINTERVILLE | NC | 28590 | NONE | PC | UNRESTRICTED PROGRAM USE | $5,000 |
| BUILDING HOPE COMMUNITY LIFE CENTER | |||||||
| 1413 EVANS ST STE B | GREENVILLE | NC | 27834 | NONE | PC | UNRESTRICTED PROGRAM USE | $500 |
| BERT'S BIG ADVENTURE INC | |||||||
| PO BOX 420917 | ATLANTA | GA | 30342 | NONE | PC | UNRESTRICTED PROGRAM USE | $25,000 |
| GREENVILLE COMMUNITY CHRISTIAN CHURCH | |||||||
| 1104 NORTH MEMORIAL DRIVE | GREENVILLE | NC | 27834 | NONE | PC | UNRESTRICTED PROGRAM USE | $6,000 |
| HELPING HANDS MINISTRIES | |||||||
| PO BOX 337 | TALLULAH | GA | 30573 | NONE | PC | UNRESTRICTED PROGRAM USE | $27,906 |
| HAVEN AT BLUE CREEK | |||||||
| 2582 BLUE CREEK LANE | GRIMESLAND | NC | 27837 | NONE | PC | UNRESTRICTED PROGRAM USE | $2,500 |
| NATIONAL CHRISTIAN FOUNDATION OF THE CAROLINAS | |||||||
| PO BOX 98446 | RALEIGH | NC | 27624 | NONE | PC | UNRESTRICTED PROGRAM USE | $2,000 |
| NEW MERCIES TABERNACLE MISSIONARY BAPTIST CHURCH | |||||||
| 2009 PACTOLUS HWY | GREENVILLE | NC | 27834 | NONE | PC | UNRESTRICTED PROGRAM USE | $1,620 |
| OPENDOOR CHURCH | |||||||
| 4584 REEDY BRANCH ROAD | WINTERVILLE | NC | 28590 | NONE | PC | UNRESTRICTED PROGRAM USE | $200,000 |
| RAISING YOUNG MEN | |||||||
| 2156 PRESTON TRAILS DRIVE | WINTERVILLE | NC | 28590 | NONE | PC | UNRESTRICTED PROGRAM USE | $1,000 |
| VICTORIOUS LIVING | |||||||
| PO BOX 2801 | GREENVILLE | NC | 27836 | NONE | PC | UNRESTRICTED PROGRAM USE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $291,526 | 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 | $1,089 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,713 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $394,967 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $495,769 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $495,769 | 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 (18 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| GARRETT BLACKWELDER | |||||||
| 1 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $43,957 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 2 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $34,896 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 3 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $63,955 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 4 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $27,108 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 5 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $28,984 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 6 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $24,196 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 7 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $50,435 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 8 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $15,452 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 9 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $53,364 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 10 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $19,862 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 11 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $27,752 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 12 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $20,310 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 13 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $46,026 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 14 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $35,343 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 15 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $54,473 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 16 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $78,952 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 17 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $17,272 | Yes (X) | |
| GARRETT BLACKWELDER | |||||||
| 18 | 1105 AUTUMN LAKES DRIVE | GRIMESLAND | NC | 27837 | $369,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (17 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 278 NXP SEMICONDUCTORS | $43,957 | 2022-12-29 |
| 2 | 412 AKAMAI TECHNOLOGIES | $34,896 | 2022-12-29 |
| 3 | 719 ALPHABET INC | $63,955 | 2022-12-29 |
| 4 | 11 AUTOZONE INC | $27,108 | 2022-12-29 |
| 5 | 402 BRISTOL-MYERS SQUIBB CO | $28,984 | 2022-12-29 |
| 6 | 312 CBRE GROUP INC | $24,196 | 2022-12-29 |
| 7 | 189 DANAHER CORPORATION | $50,435 | 2022-12-29 |
| 8 | 62 GENERAL DYNAMICS CORP | $15,452 | 2022-12-29 |
| 9 | 222 HCA HEALTHCARE INC | $53,364 | 2022-12-29 |
| 10 | 261 HOLOGIC INC | $19,862 | 2022-12-29 |
| 11 | 71 INTUIT INC | $27,752 | 2022-12-29 |
| 12 | 224 LENNAR CORP | $20,310 | 2022-12-29 |
| 13 | 380 PTC INC | $46,026 | 2022-12-29 |
| 14 | 49 REGENERON PHARMACEUTICALS INC | $35,343 | 2022-12-29 |
| 15 | 659 SCHWAB CHARLES CORP | $54,473 | 2022-12-29 |
| 16 | 149 UNITEDHEALTH GROUP INC | $78,952 | 2022-12-29 |
| 17 | 97 VERISK ANALYTICS INC | $17,272 | 2022-12-29 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,626,363 | BookValueAmt |
| EOYFMV | $4,626,363 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,296,121 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $35,034 | $35,034 | $0 |
| BANK FEES | $250 | $250 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF TAX | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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