FILL YOUR BUCKET LIST FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FILL YOUR BUCKET LIST FOUNDATION (EIN 47-1925872)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-20
IRS object ID
202321719349300112
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-20T09:57:25-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561053187PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MADDISON & CAISON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11111 OBERLIN RDAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP276051136ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471925872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FILL YOUR BUCKET LIST FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFILLBusinessNameControlTxt
Phone9193077759PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 806AddressLine1Txt
CityCARYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPEGGY GIBSON CARROLLPersonNm
Person TitleFOUNDER & VICE CHAIRPersonTitleTxt
Phone9194132992PhoneNum
Signature2023-06-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPEGGYPersonFirstNm
Person LastCARROLLPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN GLENDENNINGPreparerPersonNm
PTINP00921817PTIN
Phone9198215482PhoneNum
Preparation2023-06-16PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKELSIE JOHNSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 806AddressLine1Txt
CityCARYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27512ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,410GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FILLYOURBUCKETLISTFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Activity Or MissionGRANTING ADULTS WITH CANCER FINANCIAL SUPPORT TO CREATE LASTING MEMORIES WITH THE PEOPLE THEY LOVE.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$12,554PYContributionsGrantsAmt
CY Contributions Grants$9,314CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,837PYInvestmentIncomeAmt
CY Investment Income-$32,325CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$15,391PYTotalRevenueAmt
CY Total Revenue-$23,011CYTotalRevenueAmt
PY Grants And Similar Paid$75,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,267CYTotalFundraisingExpenseAmt
PY Other Expenses$22,721PYOtherExpensesAmt
CY Other Expenses$12,759CYOtherExpensesAmt
PY Total Expenses$97,721PYTotalExpensesAmt
CY Total Expenses$12,759CYTotalExpensesAmt
PY Revenues Less Expenses-$82,330PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$35,770CYRevenuesLessExpensesAmt
Total Assets BOY$228,812TotalAssetsBOYAmt
Total Assets EOY$193,042TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$228,812NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$193,042NetAssetsOrFundBalancesEOYAmt
MissionGRANTING ADULTS WITH CANCER THE FINANCIAL SUPPORT TO CREATE LASTING MEMORIES WITH THE PEOPLE THEY LOVE.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,661ExpenseAmt
DescIN 2022, WISH ACTIVITIES AND EVENTS BENEFITTING ADULT CANCER PATIENTS WERE CURTAILED BECAUSE OF HEALTH RISKS AND TRAVEL LIMITATIONS DUE TO THE COVID- 19 PANDEMIC. WORK CONTINUED TO NURTURE RELATIONSHIPS IN THE ONCOLOGY ARENA. IN 2022, FILL YOUR BUCKET LIST FOUNDATION WAS AN ALL VOLUNTEER ORGANIZATION.Desc
Total Program Service Expenses$3,661TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPEGGY GIBSON CARROLLPersonNm
Phone9193077759PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1527 METRO STATIONAddressLine1Txt
CityAPEXCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27502ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PEGGY GIBSON CARROLL
FOUNDER & VI1.00Yes (X)Yes (X)$0$0$0
KELSIE JOHNSON
CHAIR1.00Yes (X)Yes (X)$0$0$0
STEWART PATCH
TREASURER1.00Yes (X)Yes (X)$0$0$0
CHRIS BENNETT
DIRECTOR1.00Yes (X)$0$0$0
MARTHA DEITER
DIRECTOR1.00Yes (X)$0$0$0
JILL FORREST
DIRECTOR1.00Yes (X)$0$0$0
MEGAN GARDNER
DIRECTOR1.00Yes (X)$0$0$0
LISA GRIMES
DIRECTOR1.00Yes (X)$0$0$0
CHOOTS HUMPHRIES
DIRECTOR1.00Yes (X)$0$0$0
MARY JONES
DIRECTOR1.00Yes (X)$0$0$0
ANN STEAGALL
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$9,314AllOtherContributionsAmt
Total Contributions$9,314TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,021TotalRevenueColumnAmt
Exclusion$2,021ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$75OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$34,346SecuritiesAmt
Other$75OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$34,346SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$34,346TotalRevenueColumnAmt
Exclusion-$34,346ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column-$23,011TotalRevenueColumnAmt
Exclusion-$32,325ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,500TotalAmt
Program Services$1,375ProgramServicesAmt
Management And General$75ManagementAndGeneralAmt
Fundraising$50FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,495TotalAmt
Program Services$909ProgramServicesAmt
Management And General$5,369ManagementAndGeneralAmt
Fundraising$1,217FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$392TotalAmt
Program Services$392ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$985TotalAmt
Program Services$985ProgramServicesAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBROKERAGE FEESDesc
Total$2,387TotalAmt
Management And General$2,387ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,759TotalAmt
Program Services$3,661ProgramServicesAmt
Management And General$7,831ManagementAndGeneralAmt
Fundraising$1,267FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$18,714BOYAmt
EOY$193,042EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,187BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$200,911BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$228,812BOYAmt
EOY$193,042EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$228,812BOYAmt
EOY$193,042EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$228,812BOYAmt
EOY$193,042EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$228,812BOYAmt
EOY$193,042EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$35,770ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$390,004CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$426,415CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,563CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,554CurrentTaxYearMinus1YearAmt
Current Tax Year$9,314CurrentTaxYearAmt
Total$996,850TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$390,004CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$426,415CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$158,563CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,554CurrentTaxYearMinus1YearAmt
Current Tax Year$9,314CurrentTaxYearAmt
Total$996,850TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$10,374SubstantialContributorsTotAmt
Public Support Total170$986,476PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,472CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,955CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,062CurrentTaxYearMinus1YearAmt
Current Tax Year$2,021CurrentTaxYearAmt
Total$11,780TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,916CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$98,236CurrentTaxYearMinus3YearsAmt
Total$159,152TotalAmt
FieldValueIRS element (for citing)
Total Support$1,167,782TotalSupportAmt
Public Support CY1700.84470PublicSupportCY170Pct
Public Support PY1700.85220PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationFUNDRAISING INCOME 159,152ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE FOUNDATION'S EXECUTIVE DIRECTOR AND BOARD CHAIRMAN REVIEW THE 990 AND MAKE A COPY AVAILABLE TO ALL BOARD MEMEBRS PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12CBOARD MEMBERS ARE REQUIRED TO ANNUALLY DISCLOSE ALL POTENTIAL AND ACTUAL CONFLICTS IN WRITING.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY A COMMITTEE OF THE BOARD OF DIRECOTRS AND ESTABLISHED BASED ON COMPARABLE DATA FROM INDEPENDENT SOURCES.
FORM 990, PAGE 6, PART VI, LINE 19THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
FORM 990, PART IX, LINE 11GCONTRACT LABOR 375 75 50 AUCTION REIMBURSEMENT 1,000 0 0 TOTAL 1,375 75 50

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