CARSON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARSON FOUNDATION (EIN 46-3674377)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-20
- IRS object ID
- 202312939349100506
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-20T11:12:55-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1829 EASTCHESTER DRIVE | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27265 | 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 | 463674377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARS | BusinessNameControlTxt |
| Phone | 9196166219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SEVEN ISLAND ROAD | AddressLine1Txt |
| City | PITTSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27312 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRYANT CARSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9196166219 | PhoneNum |
| Signature | 2023-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRYANT | PersonFirstNm |
| Person Last | CARSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | ANDREW C CLARKE | PreparerPersonNm |
| PTIN | P01293288 | PTIN |
| Phone | 3368895156 | PhoneNum |
| Preparation | 2023-09-29 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,637,570 | 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 |
| Dividends Rev And Expnss | $98,483 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,483 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $248,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $983,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $248,408 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $346,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $346,891 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,007 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,007 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,487 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,494 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $223,894 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,494 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $122,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $303,397 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $301,405 | CashBOYAmt |
| Cash EOY | $195,547 | CashEOYAmt |
| Cash EOYFMV | $195,547 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,240,256 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,473,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,370,846 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,236 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,814 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $47,687 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $28,940 | OtherAssetsBOYAmt |
| Other Assets EOY | $23,490 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,490 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,620,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,743,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,637,570 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,620,837 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,743,565 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,620,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,743,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,620,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,743,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,620,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $122,997 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,743,834 | SubtotalAmt |
| Other Decreases | $269 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,743,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO - PUBLICLY TRADED SECURITIES | P | 2022-12-31 | $71,026 | $60,449 | $10,577 | $10,577 |
| WELLS FARGO - PUBLICLY TRADED SECURITIES | P | 2022-12-31 | $912,885 | $675,054 | $237,831 | $237,831 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $248,408 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,217 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,217 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $195 | EsPenaltyAmt |
| Tax Due | $4,412 | 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 | BRYANT CARSON | IndividualWithBooksNm |
| Phone | 9196166219 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 321 SEVEN ISLAND ROAD | AddressLine1Txt |
| City | PITTSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27312 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BRYANT CARSON | ||||||||
| 321 SEVEN ISLAND RD | PITTSBORO | NC | 27312 | PRESIDENT | 1.00 | $10,000 | $0 | $0 |
| STEVEN D CARSON | ||||||||
| 120 DOCKSIDE DRIVE | SALISBURY | NC | 28146 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| TERESA C WYCHE | ||||||||
| 440 PRICE ROAD | MORAVIAN FALLS | NC | 28654 | VICE PRESIDENT | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,577,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $164,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,742,301 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,742,301 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,671,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,558 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,558 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,217 | TotalTaxAmt |
| Distributable Before Adj | $229,341 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $229,341 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $229,341 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $174,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,341 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $162,921 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $162,921 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,029 | 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 | $217,312 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROTHER WOLF ANIMAL RESCUE | |||||||
| 31 GLENDALE AVE | ASHEVILLE | NC | 28803 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| CENTRAL WILKES MIDDLE SCHOOL | |||||||
| 3541 NC-16 | MORAVIAN FALLS | NC | 28654 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $13,200 |
| DENTON ELEMENTARY SCHOOL | |||||||
| 305 W SALISBURY ST | DENTON | NC | 27239 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FAITHFUL FRIENDS NC | |||||||
| 220 GRACE CHURCH RD | SALISBURY | NC | 28147 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 |
| HAPPY DOG RANCH FOUNDATION INC | |||||||
| 7811 W TITAN ROAD | LITTLETON | CO | 80125 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| MORAVIAN FALLS ELEMENTARY SCHOOL | |||||||
| 2001 MORAVIAN FALLS RD | MORAVIAN FALLS | NC | 28654 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $13,750 |
| NORTH CAROLINA COMMUNITY FOUNDATION | |||||||
| 4601 SIX FORKS ROAD STE 524 | RALEIGH | NC | 27609 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| OPERATION RESOLUTE | |||||||
| 3101 INDUSTRIAL DR 110 | RALEIGH | NC | 27609 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| PARTNERS CANINES | |||||||
| PO BOX 33 | TODD | NC | 28684 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| SAMARITAN KITCHEN OF WILKES INC | |||||||
| PO BOX 1072 | WILKESBORO | NC | 28697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| WILKES CENTRAL HIGH SCHOOL | |||||||
| 1179 MORAVIAN FALLS ROAD | WILKESBORO | NC | 28697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $37,000 |
| WILKES COUNTY HEALTH DEPARTMENT | |||||||
| 306 COLLEGE STREET | WILKESBORO | NC | 28697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| WILKES COUNTY SCHOOLS | |||||||
| 613 CHERRY STREET | N WILKESBORO | NC | 28659 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| WILKESBORO PARKS & RECREATION | |||||||
| 1803 INDUSTRIAL DRIVE | WILKESBORO | NC | 28697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| WILKESBORO UNITED METHODIST CHURCH | |||||||
| PO BOX 197 | WILKESBORO | NC | 28697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,483 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $248,408 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $346,891 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $346,891 | 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 | $5,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND FUNDS | BondNm |
| EOY Book Value | $50,814 | EOYBookValueAmt |
| EOYFMV | $47,687 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK, OPTIONS AND EXCHANGE TRADED FUNDS | StockNm |
| EOY Book Value | $3,473,714 | EOYBookValueAmt |
| EOYFMV | $4,370,846 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CARSON FAMILY OFFICE RECEIVABLE | Desc |
| BOY Book Value | $28,940 | BOYBookValueAmt |
| EOY Book Value | $23,490 | EOYBookValueAmt |
| EOYFMV | $23,490 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER BOOK ADJUSTMENTS | Desc |
| Amt | $269 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $35,828 | $35,828 | $0 |
| MANAGEMENT FEE TO CARSON FAMILY OFFICE | $0 | $0 | $0 |
| ADR FEES | $659 | $659 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,791 | $1,791 | $0 |
| NII EXCISE TAX | $5,216 | $5,216 | $0 |
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