TUCKER HEART SOUL MIND AND STRENGTH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TUCKER HEART SOUL MIND AND STRENGTH FOUNDATION (EIN 85-2784027)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-31
- IRS object ID
- 202303049349100020
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-31T11:00:39-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 852784027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUCKER HEART SOUL MIND AND STRENGTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TUCK | BusinessNameControlTxt |
| Phone | 2124938000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BBH CO 140 BROADWAY PB-TAX S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN TUCKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124938000 | PhoneNum |
| Signature | 2023-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2023-10-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $4,044,476 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,572,985 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,515,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,007,789 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,515,980 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $5,000 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | -$1,836 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,133,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,562,055 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,000 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,040 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,040 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,523 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,523 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $486 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $4 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $76,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,040 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,311,448 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,311,448 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,387,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,314,488 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,745,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,552,042 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,000 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,492,711 | CashBOYAmt |
| Cash EOY | $291,306 | CashEOYAmt |
| Cash EOYFMV | $291,306 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $132,266 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,177,707 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,640,013 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $750,035 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,274,496 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,113,157 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,375,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,743,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,044,476 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,375,012 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,743,509 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,375,012 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,743,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,375,012 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,743,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,375,012 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,745,628 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,006 | OtherIncreasesAmt |
| Subtotal | $6,125,646 | SubtotalAmt |
| Other Decreases | $2,382,137 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,743,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 3000. APPLE COMPUTER INC | 2010-08-05 | 2022-09-12 | $491,099 | $28,026 | $463,073 | $463,073 |
| 15984.016 BBH LIMITED DURATION FUND CL I | 2021-11-05 | 2022-07-28 | $160,000 | $164,955 | -$4,955 | -$4,955 |
| 237. BAXTER INTL INC | 2022-03-30 | $18,782 | $19,072 | -$290 | -$290 | |
| 44. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2022-01-11 | $2,953 | $3,206 | -$253 | -$253 | |
| 123. COLGATE PALMOLIVE CO | 2022-02-25 | $9,545 | $10,033 | -$488 | -$488 | |
| 52. COPART INC COM STK | 2022-08-04 | $6,773 | $7,809 | -$1,036 | -$1,036 | |
| 19. COPART INC COM STK | 2022-01-06 | 2022-08-08 | $2,455 | $2,694 | -$239 | -$239 |
| 35. COPART INC COM STK | 2022-08-10 | $4,507 | $4,505 | $2 | $2 | |
| 19. COPART INC COM STK | 2022-03-23 | 2022-08-11 | $2,458 | $2,404 | $54 | $54 |
| 12. COPART INC COM STK | 2022-03-23 | 2022-08-29 | $1,455 | $1,518 | -$63 | -$63 |
| 4. COPART INC COM STK | 2022-03-23 | 2022-08-30 | $481 | $506 | -$25 | -$25 |
| 9. COPART INC COM STK | 2022-03-23 | 2022-08-31 | $1,077 | $1,139 | -$62 | -$62 |
| 24. COSTCO WHOLESALE CORP | 2022-08-15 | $13,086 | $13,378 | -$292 | -$292 | |
| 142. ARTHUR J GALLAGHER & CO | 2022-08-15 | $26,961 | $24,041 | $2,920 | $2,920 | |
| 109. NIKE INC CL B | 2022-12-20 | $11,109 | $14,120 | -$3,011 | -$3,011 | |
| 2317. NIKE INC CL B | 2022-12-20 | $236,151 | $15,499 | $220,652 | $220,652 | |
| 42. POOL CORP COM STK | 2022-10-26 | $12,731 | $17,895 | -$5,164 | -$5,164 | |
| 80. SHERWIN WILLIAMS CO | 2022-09-26 | $16,851 | $22,423 | -$5,572 | -$5,572 | |
| 8500. SKECHERS USA INC-CL A COM STK | 1999-08-23 | 2022-09-02 | $315,373 | $19,482 | $295,891 | $295,891 |
| 1500. SKECHERS USA INC-CL A COM STK | 2022-10-07 | $51,314 | $5,425 | $45,889 | $45,889 | |
| 247. STARBUCKS CORP | 2022-05-11 | $17,523 | $22,857 | -$5,334 | -$5,334 | |
| 1000. TESLA INC COMMON STOCK | 2014-06-04 | 2022-10-07 | $230,302 | $30,120 | $200,182 | $200,182 |
| 1000. TESLA INC COMMON STOCK | 2014-06-04 | 2022-10-31 | $228,107 | $30,120 | $197,987 | $197,987 |
| 1000. TESLA INC COMMON STOCK | 2014-06-04 | 2022-12-01 | $193,818 | $30,120 | $163,698 | $163,698 |
| 42. VISA INC- CL.A SHARES | 2008-03-18 | 2022-12-29 | $8,667 | $462 | $8,205 | $8,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,515,980 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,573 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,573 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $27,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,427 | OverpaymentAmt |
| Applied To ES Tax | $5,427 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124938000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| ROBERT B TUCKER | ||||||
| 2201 TRINITY CHURCH ROAD | CONCORD | NC | 28202 | SECRETARY | 1 | $0 |
| CAROLYN C TUCKER | ||||||
| 2201 TRINITY CHURCH ROAD | CONCORD | NC | 28202 | PRESIDENT | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,040,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $599,700 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,640,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,640,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,585,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,573 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,573 | TotalTaxAmt |
| Distributable Before Adj | $157,717 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,717 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,717 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,314,488 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,314,488 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,717 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $980,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $980,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,314,488 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,717 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,151,771 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,132,271 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,132,271 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $980,500 | ExcessFromYear1Amt |
| Excess From Current Year | $1,151,771 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| KANNAPOLIS BIBLE TEACHING ASSOCIATION | ||||||||
| PO BOX 987 | KANNAPOLIS | NC | 28082 | NONE | PC | GENERAL | $36,316 | |
| CABARRUS VOCATIONAL OPPORTUNITIES | ||||||||
| 107 COMMERCIAL PARK DR SW | CONCORD | NC | 28027 | NONE | PC | GENERAL | $7,600 | |
| THE SALVATION ARMY | ||||||||
| 216 PATTERSON AVE | CONCORD | NC | 28025 | NONE | PC | GENERAL | $17,500 | |
| NAZARETH CHILDRENS HOME | ||||||||
| 725 CRESCENT RD | ROCKWELL | NC | 28138 | NONE | PC | GENERAL | $1,000 | |
| CABARRUS WOMEN'S CENTER | ||||||||
| 163 WINECOFF AVE NW | CONCORD | NC | 28025 | NONE | PC | GENERAL | $50,000 | |
| CONCORD BIBLE TEACHING ASSOCIATIO | ||||||||
| PO BOX 431 | CONCORD | NC | 28026 | NONE | PC | GENERAL | $2,000 | |
| COOPERATIVE CHRISTIAN MINISTRY | ||||||||
| PO BOX 1717 | CONCORD | NC | 280261717 | NONE | PC | GENERAL | $250,000 | |
| CVAN WOMEN'S PROGRAM | ||||||||
| PO BOX 1749 | CONCORD | NC | 28026 | NONE | PC | GENERAL | $90,982 | |
| CHURCH WORLD SERVICE | ||||||||
| 28606 PHILLIPS ST | ELKHART | IN | 46515 | NONE | PC | GENERAL | $1,000 | |
| LASZLO MISSION LEAGUE INC | ||||||||
| 3409 W 222ND STREET | BUCYRUS | KS | 660139064 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HOSPICE & PALLIATIVE CARE INC | ||||||||
| 208 EAST BOULEVARD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | ||||||||
| 1 BILLY GRAHAM PKWY | CHARLOTTE | NC | 282010001 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| GARDNER-WEBB UNIVERSITY | ||||||||
| PO BOX 997 | BOILING SPRINGS | NC | 280172997 | NONE | PC | GENERAL SUPPORT | $800,000 | |
| JAARS INC | ||||||||
| PO BOX 248 | WAXHAW | NC | 281730248 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CABARRUS MEALS ON WHEELS INC | ||||||||
| 342 PENNY LN | CONCORD | NC | 280251216 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| SOUTH ROWAN PUBLIC SCHOOLS BIBLE | ||||||||
| PO BOX 384 | LANDIS | NC | 28088 | NONE | PC | GENERAL SUPPORT | $2,000 | TEACHING ASSN |
| CENTRAL CABARRUS BIBLE TEACHING ASSN | ||||||||
| PO BOX 63 | HARRISBURG | NC | 28075 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ROWAN -CABARRUS COMMUNITY COLLEGE | ||||||||
| PO BOX 1595 | SALISBURY | NC | 281451595 | NONE | PC | GENERAL SUPPORT | $5,000 | FOUNDATION INC |
| COLUMBIA INTERNATIONAL UNIVERSITY | ||||||||
| 7435 MONTICELLO ROAD | COLUMBIA | SC | 29203 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| IN TOUCH MINISTRIES | ||||||||
| 3836 DEKALB TECHNOLOGY PKWY | ATLANTA | GA | 303403604 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| STANLY COMMUNITY CHRISTIAN MINISTRY INC | ||||||||
| PO BOX 58 | ALBEMARLE | NC | 280020058 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CABARRUS HEALTHCARE FOUNDATION | ||||||||
| 920 CHURCH STREET | CONCORD | NC | 28025 | NONE | PC | GENERAL SUPPORT | $4,550 | |
| CHRIST CARES 4 U MINISTRIES | ||||||||
| PO BOX 44 | ELLENBORO | NC | 28040 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| WYCLIFFE BIBLE TRANSLATORS INC | ||||||||
| PO BOX 628200 | ORLANDO | FL | 328628200 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,311,448 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,075 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,515,980 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SELECT EQUITY SERI | 18 | -$40 |
| GQG BBH WS | 18 | -$1,796 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,560,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,560,219 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT B TUCKER REV LIV TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 648 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28026 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,572,985 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 5,000 SHRS APPLE COMPUTER INC $800,725 5,000 SHRS NIKE INC CL B $543,050 3,000 SHRS TESLA INC COM $8 | NoncashPropertyDesc |
| Fair Market Value | $2,572,985 | FairMarketValueAmt |
| Received | 2022-08-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $3,040 | Amt |
| Disbursements Charitable Prps | $3,040 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC | $46,618 | $25,200 |
| BOOKING HOLDINGS INC COM STK | $28,906 | $28,214 |
| BROWN-FORMAN CORP CLASS B | ||
| DOLLAR GENERAL CORP COM STK | $24,056 | $26,349 |
| NIKE INC CL B | $18,090 | $325,639 |
| SHERWIN WILLIAMS CO | ||
| STARBUCKS CORP | ||
| COLGATE PALMOLIVE CO | ||
| COSTCO WHOLESALE CORP | $25,414 | $21,912 |
| DIAGEO PLC-SPONSORED ADR | $21,676 | $19,245 |
| NESTLE S A SPONS ADR | $17,534 | $15,686 |
| BERKSHIRE HATHAWAY INC CL B | $28,516 | $28,728 |
| ARTHUR J GALLAGHER & CO | $26,471 | $31,298 |
| PROGRESSIVE CORP OHIO | $35,507 | $42,804 |
| S&P GLOBAL INC COM STK | $26,865 | $22,106 |
| ABBOT LABORATORIES | $27,388 | $24,483 |
| BAXTER INTL INC | ||
| THERMO FISHER SCIENTIFIC INC | $33,062 | $31,389 |
| ZOETIS INC COM STK | $44,595 | $32,827 |
| ALCON INC COM STK | $49,933 | $47,848 |
| COPART INC COM STK | $18,694 | $18,754 |
| GRACO INC COMMON STOCK | $19,833 | $18,766 |
| AO SMITH CORP COM STK | $24,779 | $20,435 |
| WASTE MANAGEMENT INC | $25,912 | $25,728 |
| KLA CORPORATION | $29,143 | $30,539 |
| MASTERCARD INCORPORATED | $39,781 | $53,898 |
| VISA INC-CL A SHARES | ||
| CELANESE CORP COM STK | $40,649 | $29,956 |
| LINDE PLC COM STK | $46,468 | $48,275 |
| ALPHABET INC CL C | $75,334 | $49,689 |
| MCDONALD'S CORP | $15,672 | $15,548 |
| TRACTOR SUPPLY COMPANY COM STK | $15,485 | $16,648 |
| PROCTER & GAMBLE | $15,911 | $16,065 |
| SYSCO CORP | $17,090 | $16,743 |
| ENBRIDGE INC COM STK | $28,539 | $29,130 |
| AMERICAN TOWER REIT INC | $18,788 | $19,067 |
| BLACKROCK INC COM | $21,451 | $21,968 |
| SIGNATURE BANK COM STK | $28,032 | $12,213 |
| JOHNSON & JOHNSON | $23,544 | $23,671 |
| ROCHE HLDG LTD SPONS ADR | $17,806 | $17,461 |
| UNITEDHEALTH GROUP INC | $13,008 | $13,255 |
| UNITED PARCEL SERVICE CL B | $21,493 | $21,382 |
| ADOBE INC | $15,380 | $13,461 |
| AMPHENOL CORP CL A | $13,023 | $13,020 |
| APPLE COMPUTER INC | $18,684 | $259,860 |
| MICROSOFT CORP | $42,315 | $34,774 |
| ORACLE CORP | $25,335 | $25,993 |
| TEXAS INSTRUMENTS INC | $31,716 | $30,566 |
| XCEL ENERGY INC | $19,211 | $19,420 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BBH LIMITED DURATION FUND | AT COST | $565,045 | $551,883 |
| BARES BBH WS | AT COST | $89,642 | $43,686 |
| ALTAROCK BBH WS | AT COST | $91,947 | $74,821 |
| BBH PARTNER FUND - INTERNATION | AT COST | $150,000 | $107,917 |
| SELECT EQUITY BBH WS | AT COST | $76,992 | $77,587 |
| BBH INCOME FUND-I | AT COST | $465,000 | $419,978 |
| VALLEY FORGE LARGE CAP EQUITY | AT COST | $188,240 | $182,246 |
| CLARKSTON CAPITAL PARTNERS SMA | AT COST | $210,090 | $219,909 |
| PENDING - SELECT EQUITY BBH WS | AT COST | $107,268 | $107,268 |
| GQG PARTNERS EMERGING MARKETS | AT COST | $237,059 | $240,122 |
| CALEDONIA SUB-TRUST - BBH WS | AT COST | $93,213 | $87,740 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUST CONTRIBTED ASSETS TO COST | $2,378,508 |
| CALEDONIA SUB-TRUST ADJUSTMENT | $1,379 |
| VOIDED CHECK - FCA | $1,800 |
| CABARRUS HEALTHCARE FOUNDATION ADJ | $450 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SELECT EQUITY SERIES - BBH WEALTH STRATE | -$40 | $0 |
| GQG BBH WS | -$1,796 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $6 |
| RECOVERY PRIOR YEAR DISTRIBUTION | $5,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $9,523 | Amt |
| Net Investment Income | $9,523 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B TUCKER REV LIV TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 648 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28026 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $48,975 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $14,100 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $486 | $486 | $0 |
Comments