STEPHEN L CORNWELL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN L CORNWELL FOUNDATION (EIN 47-1747243)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202531329349102803
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T14:10:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 N TRYON STREET SUITE 4200 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 | 471747243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN L CORNWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 7042809216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 36007 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282366007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN L CORNWELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7042809216 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA SAFRIT | PreparerPersonNm |
| PTIN | P01258884 | PTIN |
| Phone | 7043447500 | PhoneNum |
| 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 | $9,506,933 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $199,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $237,658 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $237,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $237,658 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $437,427 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $437,427 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,285 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,285 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,052 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,115 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,652 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $297 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $297 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,812 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,537 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $385,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $385,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $419,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,812 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $411,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $433,615 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,720 | CashBOYAmt |
| Cash EOY | $101,314 | CashEOYAmt |
| Cash EOYFMV | $101,314 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $443,412 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $404,611 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $404,611 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,558,700 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,558,700 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,001,008 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,046,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,064,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,506,933 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $144 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $144 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $144 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $144 | 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 | $7,046,688 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,064,481 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,046,688 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,064,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,046,832 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,064,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,046,688 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,793 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,064,481 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,064,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTION | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $237,658 | GrossSalesPriceAmt |
| Gain Or Loss | $237,658 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $237,658 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $237,658 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,027 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,027 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | 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 | $2,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,427 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN L CORNWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7042809216 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 36007 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282366007 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ALLISON C MOSS | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIR/PRES AND TREAS. | 15.00 | $24,000 | $0 | $0 |
| W LEE CORNWELL | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIR/VICE PRES. | 0.00 | $0 | $0 | $0 |
| STEPHEN L CORNWELL | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIR/SECRETARY | 0.00 | $0 | $0 | $0 |
| BROOKE M CORNWELL | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIR/ASST. SECRETARY | 0.00 | $0 | $0 | $0 |
| SAMUEL I MOSS | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATIE S CORNWELL | ||||||||
| P O BOX 36007 | CHARLOTTE | NC | 282366007 | DIRECTOR | 0.00 | $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 |
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 | $8,715,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $542,126 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,258,091 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,258,091 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,119,220 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $455,961 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $455,961 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,027 | TotalTaxAmt |
| Distributable Before Adj | $449,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $449,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $449,934 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $411,537 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $411,537 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $449,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $366,261 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $411,537 | QualifyingDistributionsAmt |
| Applied To Year1 | $366,261 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,276 | 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 | $404,658 | 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) |
|---|---|---|
| Contributing Manager | STEPHEN L CORNWELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BEST NC | |||||||
| 501 SAS CAMPUS DRIVE BUILDING V | CARY | NC | 27513 | PUBLIC CHARITY | PROGRAM SUPPORT | $25,000 | |
| BLACK CHILD DEVELOPMENT INSTITUTE - CHARLOTTE | |||||||
| 7209 EAST WT HARRIS BLVD SUITE J | CHARLOTTE | NC | 28215 | PUBLIC CHARITY | PROGRAM SUPPORT | $15,000 | 276 |
| CHARLOTTE BILINGUAL PRESCHOOL | |||||||
| 6300 HIGHLAND AVENUE | CHARLOTTE | NC | 28215 | PUBLIC CHARITY | TO ASSIST IN EDUCATION OPPORTUNITIES | $25,000 | |
| DREAM CENTER ACADEMY | |||||||
| 635 S MYRTLE SCHOOL ROAD | GASTONIA | NC | 28052 | PUBLIC CHARITY | PROGRAM SUPPORT | $6,250 | |
| DREAMKEY PARTNERS | |||||||
| 4601 CHARLOTTE PARK DRIVE SUITE 350 | CHARLOTTE | NC | 28217 | PUBLIC CHARITY | TO ASSIST IN HOUSING OPPORTUNITIES | $50,000 | |
| FAMILY CRISIS COUNCIL OF ROWAN COUNTY | |||||||
| 502 N LONG STREET | SALISBURY | NC | 28144 | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 | |
| FOUNDATION FOR THE CAROLINAS READ CHARLOTTE | |||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | PUBLIC CHARITY | TO ASSIST IN EDUCATION OPPORTUNITIES | $45,000 | |
| GASTON HOSPICE FUND | |||||||
| 2240 REMOUNT ROAD | GASTONIA | NC | 28054 | PUBLIC CHARITY | PROGRAM SUPPORT | $6,250 | |
| GASTON SKILLS | |||||||
| 1301 BESSEMER CITY ROAD | GASTONIA | NC | 28052 | PUBLIC CHARITY | PROGRAM SUPPORT | $6,250 | |
| HEART MATH TUTORING | |||||||
| PO BOX 30623 | CHARLOTTE | NC | 282300623 | PUBLIC CHARITY | PROGRAM SUPPORT | $25,000 | |
| HOLY ANGELS | |||||||
| 6600 WILKINSON BOULEVARD PO BOX 710 | BELMONT | NC | 280120710 | PUBLIC CHARITY | PROGRAM SUPPORT | $6,250 | |
| NC STATE UNIVERSITY FOUNDATION | |||||||
| BOX 7474 | RALEIGH | NC | 276957474 | PUBLIC CHARITY | PROGRAM SUPPORT | $20,000 | |
| NC HOUSING COALITION | |||||||
| 3608 UNIVERSITY DRIVE SUITE 201 | DURHAM | NC | 27707 | PUBLIC CHARITY | PROGRAM SUPPORT | $10,000 | |
| NORTH CAROLINA COMMUNITY FOUNDATION | |||||||
| 3737 GLENWOOD AVE SUITE 460 | RALEIGH | NC | 27612 | PUBLIC CHARITY | NC INVEST EARLY FUNDERS COLLABORATIVE FUND | $30,000 | |
| PUBLIC SCHOOL FORUM OF NC | |||||||
| PO BOX 18284 | RALEIGH | NC | 27619 | PUBLIC CHARITY | PROGRAM SUPPORT | $20,000 | |
| ROOF ABOVE | |||||||
| PO BOX 31335 | CHARLOTTE | NC | 28231 | PUBLIC CHARITY | PROGRAM SUPPORT | $50,000 | |
| ROWAN HELPING MINISTRIES | |||||||
| 226 N LONG STREET | SALISBURY | NC | 28144 | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 | |
| ROWAN LITERACY COUNCIL | |||||||
| 201 WEST FISHER STREET PO BOX 95 | SALISBURY | NC | 28145 | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 | |
| SALISBURY POLICE FOUNDATION | |||||||
| PO BOX 273 | SALISBURY | NC | 28145 | PUBLIC CHARITY | OPIOID RESPONSE INITIATIVE | $5,000 | |
| SALVATION ARMY OF ROWAN COUNTY | |||||||
| PO BOX 625 | SALISBURY | NC | 28144 | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 | |
| UNC CHARLOTTE FOUNDATION FOR THE UNCC READING CAMP | |||||||
| 9201 UNIVERSITY CITY BOULEVARD | CHARLOTTE | NC | 28223 | PUBLIC CHARITY | TO ASSIST IN EDUCATION OPPORTUNITIES | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $385,000 | 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 | $199,769 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $237,658 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $437,427 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $437,427 | 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 | LEGAL AND PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,285 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,285 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN FIDELITY | StockNm |
| EOY Book Value | $6,558,700 | EOYBookValueAmt |
| EOYFMV | $9,001,008 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY ACCOUNT FEES | Desc |
| Revenue And Expenses Per Books | $297 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $297 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $144 | BOYBookValueAmt |
| EOY Book Value | $144 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $931 | $931 | $0 |
| PAYROLL TAXES | $1,836 | $184 | $1,652 |
| EXCISE TAX - CURRENT | $4,285 | $0 | $0 |
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