TA THE JOHN P MCCONNELL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TA THE JOHN P MCCONNELL FOUNDATION (EIN 56-2051268)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202521349349100417
- Schema version
- 2024v5.1
- 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 Other Schedule2
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T05:43:38-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4130 PARKLAKE AVE STE 400 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562051268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TA THE JOHN P MCCONNELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TATH | BusinessNameControlTxt |
| Phone | 9196086095 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKEVIEW DRIVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN P MCCONNELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9196086095 | PhoneNum |
| Signature | 2025-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE FOOTE | PreparerPersonNm |
| PTIN | P01387279 | PTIN |
| Phone | 9198792909 | PhoneNum |
| Preparation | 2025-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,747,549 | 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 | $850,890 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,967 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$6,149 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $46,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $520,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,659 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $930,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,626 | 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 |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,316 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,316 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,271 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,271 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,975 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,975 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $424,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $401,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $506,354 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,564 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,945 | CashBOYAmt |
| Cash EOY | $44,765 | CashEOYAmt |
| Cash EOYFMV | $44,765 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $36,127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,541 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,541 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $384,769 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $384,769 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $384,769 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $400,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,277,280 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,247,176 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,247,176 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,932 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,067 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,067 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,717,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,732,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,747,549 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,717,053 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,732,318 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,717,053 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,732,318 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,717,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,732,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,717,053 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $506,354 | ExcessRevenueOverExpensesAmt |
| Other Increases | $508,911 | OtherIncreasesAmt |
| Subtotal | $2,732,318 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,732,318 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| WELL FARGO #9331 LT | 2024-12-31 | $517,042 | $473,378 | $43,664 | $43,664 | |
| CAPITAL GAINS DIVIDENDS | $2,995 | $2,995 | $2,995 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,659 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,932 | 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 | $1,932 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,146 | OverpaymentAmt |
| Applied To ES Tax | $1,146 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | WELLS FARGO BANK NA | IndividualWithBooksNm |
| Phone | 8557392922 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN STREET | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN P MCCONNELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKEVIEW DRIVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR / CEO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,956,926 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,190 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $400,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,433,116 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,433,116 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,497 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,396,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $786 | TotalTaxAmt |
| Distributable Before Adj | $119,045 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $119,045 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $119,045 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $401,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $401,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $675,937 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,965 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $144,897 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $151,230 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $182,876 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,215,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $401,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $119,045 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $282,055 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,497,960 | 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 | $675,937 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $822,023 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,965 | ExcessFromYear4Amt |
| Excess From Year3 | $144,897 | ExcessFromYear3Amt |
| Excess From Year2 | $151,230 | ExcessFromYear2Amt |
| Excess From Year1 | $182,876 | ExcessFromYear1Amt |
| Excess From Current Year | $282,055 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF NC EAST | |||||||
| PO BOX 3985 | GREENVILLE | NC | 27836 | NONE | PC | GENERAL SUPPORT | $300 |
| CONTINUOUS BLESSINGS FOUNDATION | |||||||
| 8901 STRICKLAND RD | RALEIGH | NC | 27615 | NONE | PC | GENERAL SUPPORT | $3,000 |
| FRANKIE LEMMON FOUNDATION | |||||||
| 3101 POPLARWOOD CT SUITE 100 | RALEIGH | NC | 27604 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GREEN SPRING PRESBYTERIAN CHURCH | |||||||
| 22007 GREEN SPRINGS CHURCH ROAD | ABINGDON | VA | 24211 | NONE | PC | GENERAL SUPPORT | $1,500 |
| HOSPICE OF STANLEY COUNTY | |||||||
| 300 PENNINGTON FERRY CT | NEW LONDON | NC | 28127 | NONE | PC | GENERAL SUPPORT | $300 |
| PIEDMONT TRIAD CHARITABLE FOUNDATION | |||||||
| 416 GALLIMORE DAIRY RD SUITE M | GREENSBORO | NC | 27409 | NONE | PC | GENERAL SUPPORT | $72,000 |
| VIRGINIA TECH ATHLETIC FUND | |||||||
| 185 BEAMER WAY SUITE 112 | BLACKSBURG | VA | 24061 | NONE | PC | SUPPORT OF SCHOLARSHIPS | $120,000 |
| GREATER PIEDMONT TEEN CHALLENGE | |||||||
| 1912 BOULEVARD STREET | GREENSBORO | NC | 27408 | NONE | PC | GENERAL SUPPORT | $1,000 |
| VICKIE ZIMMERMAN | |||||||
| 400 DOVE RD | UNION HALL | NC | 24176 | NONE | HOUSE FIRE | $1,000 | |
| RALEIGH POLICE FOUNDATION | |||||||
| PO BOX 18233 | RALEIGH | NC | 27619 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GREATER HORIZON CHARITABLE FOUNDATION | |||||||
| 1055 BROADWAY BLVD | KANSAS CITY | MO | 64105 | NONE | PC | GENERAL SUPPORT | $160,000 |
| GOSHEN METHODIST CHURCH | |||||||
| PO BOX 51 | NEWTON GROVE | NC | 28366 | NONE | PC | GENERAL SUPPORT | $500 |
| UNC HEALTH FOUNDATION | |||||||
| 1025 THINK PLACE SUITE 453 | MORRISVILLE | NC | 27560 | NONE | PC | GENERAL SUPPORT | $10,000 |
| A DARRELL HARRIS FOUNDATION | |||||||
| 5635 RIVERDALE DRIVE | JAMESTOWN | NC | 27282 | NONE | PC | GENERAL SUPPORT | $500 |
| AMERICAN CHESTNUT FOUNDATION | |||||||
| 50 N MERRIMON AVE | ASHEVILLE | NC | 28804 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JOSH PONDER RECOVERY FUND | |||||||
| 170 WINDSOR RD | ASHEVILLE | NC | 28804 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 506 ALEXANDER DR | DURHAM | NC | 27705 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COOL BRANCH FIRE DEPT | |||||||
| SMITH MNT RD | PENHOOK | VA | 24137 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ANGEL TREE FOUNDATION | |||||||
| 3201 FORSYTH DR | GREENSBORO | NC | 27407 | NONE | PC | GENERAL SUPPORT | $2,000 |
| GREENDALE CHAPEL | |||||||
| PO BOX 1314 | ABINGDON | VA | 24212 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,100 | 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 | $32,967 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$6,149 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,659 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$6,149 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,626 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $73,477 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOHN MCCONNELL | ||||||
| 1 | 2801 LAKEVIEW DRIVE | RALEIGH | NC | 27609 | $657,031 | Yes (X) |
| JOHN MCCONNELL | ||||||
| 2 | 2801 LAKEVIEW DRIVE | RALEIGH | NC | 27609 | $193,859 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 14781 SHARES OF EDGEWOOD GROWTH INSTL | $657,031 | 2024-12-31 |
| 2 | 859 SHARES OF RUSSELL 2000 ETF | $193,859 | 2024-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO #9331 SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,247,176 | BookValueAmt |
| EOYFMV | $2,247,176 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAX RECEIVABLE | Desc |
| BOY Book Value | $1,932 | BOYBookValueAmt |
| EOY Book Value | $1,067 | EOYBookValueAmt |
| EOYFMV | $1,067 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $508,911 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $14,316 | Amt |
| Net Investment Income | $14,316 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN MCCONNELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKEVIEW DRIVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $97 | $97 | $0 |
| REAL ESTATE TAXES | $4,174 | $4,174 | $0 |
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