FOUNDATION FOR A HEALTHY HIGH POINT: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A HEALTHY HIGH POINT (EIN 46-2174223)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-08
- IRS object ID
- 202202519349100900
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-08T11:52:34-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462174223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION FOR A HEALTHY HIGH POINT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 3368227740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ELLIOTT WILLIAMS | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 3368227740 | PhoneNum |
| Signature | 2022-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | ELLIOTT WILLIAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2022-08-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $63,382,388 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $20,664 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $951,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $951,203 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,440,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,966,453 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,440,622 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,412,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,391,825 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $173,399 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,340 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $162,809 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $113,723 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,372 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $102,351 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $36,439 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,644 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,841 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,057 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,172 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,714 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $253,410 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $175,475 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,935 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104,159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,011 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,095 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,020 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $6,529 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $653 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,876 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,012 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $290 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,536 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,668 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $506 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,162 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $102,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,694 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $102,413 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $846,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $233,158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $534,738 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,588,724 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,531,649 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,435,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $233,158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,066,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $977,200 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,158,667 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $232,421 | CashBOYAmt |
| Cash EOY | $91,337 | CashEOYAmt |
| Cash EOYFMV | $91,337 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,201,590 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,101,051 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,101,051 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $1,000,000 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $1,979,336 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $1,000,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $1,000,000 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,738 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,206 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,206 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $36,143,879 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,473,169 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,473,169 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,976,930 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,650,127 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,650,127 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,056,407 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,056,407 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $109,577 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $104,486 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,111 | LandBOYAmt |
| Land EOY | $5,091 | LandEOYAmt |
| Land EOYFMV | $5,091 | LandEOYFMVAmt |
| Total Assets BOY | $59,550,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,382,388 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,382,388 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,949 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,272 | AccountsPayableEOYAmt |
| Grants Payable BOY | $100,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $157,075 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $160,415 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $139,468 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $274,364 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $297,815 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,275,641 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $63,084,573 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,275,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,084,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,550,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,382,388 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,275,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $977,200 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,831,732 | OtherIncreasesAmt |
| Subtotal | $63,084,573 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,084,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT PORTFOLIO | PropertyDesc |
| Gross Sales Price | $15,966,453 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,525,831 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,440,622 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,440,622 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,440,622 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,905 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,905 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,905 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,348 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $58,348 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,443 | OverpaymentAmt |
| Applied To ES Tax | $14,443 | 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 |
| 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 | WWW.HEALTHYHIGHPOINT.ORG | WebsiteAddressTxt |
| Individual With Books | CURTIS HOLLOMAN EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 3368227740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| LEAH PRICE | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, CHAIR | 1.00 | $0 | $0 | $0 |
| MATT JOBE | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| STEPHANIE JOHNSON | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| CURTIS HOLOMAN | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | EXECUTIVE DIRECTOR | 40.00 | $173,399 | $19,749 | $0 |
| CHARLES CAIN | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TONY COLLINS | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR HARRY CULP | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR PATRICK HARMON | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES HOEKSTRA MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHERI LIM DO | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LYDIA LYON | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAY MILLER | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEREMY MOSELEY | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA TAYLOR MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REV DR FRANK THOMAS | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WHITNEY D DAVIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET STE 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,225 | CompensationAmt |
| Employee Benefits | $13,142 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANCH BANK & TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2887 | AddressLine1Txt |
| City | WILSON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENTS MGMT & CUSTODIAN | ServiceTypeTxt |
| Compensation | $134,641 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $58,868,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,239,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,107,723 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,107,723 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $916,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $60,191,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,009,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,009,555 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,905 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,905 | TotalTaxAmt |
| Distributable Before Adj | $2,965,650 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,965,650 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,965,650 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,066,387 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,066,387 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,965,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,174,138 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,066,387 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,174,138 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $892,249 | 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 | $2,073,401 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WHITNEY DAVIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET SUITE 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3368227740 | RecipientPhoneNum |
| Recipient Email Address | INFO@HEALTHYHIGHPOINT.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SIMPLE GESTURE GREENSBORO INC | |||||||
| 3825 W MARKET STREET STE 101 | GREENSBORO | NC | 27408 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 |
| BACKPACK BEGINNINGS | |||||||
| 3707-D ALLIANCE DRIVE | GREENSBORO | NC | 27407 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 |
| CARING SERVICES INC | |||||||
| 102 CHESTNUT DRRIVE | HIGH POINT | NC | 27262 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| CARING SERVICES INC | |||||||
| 102 CHESTNUT DRRIVE | HIGH POINT | NC | 27262 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 |
| CHILDREN'S HOME SOCIETY OF NORTH CAROLINA INC | |||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| COMMUNITIES IN SCHOOLS OF HIGH POINT | |||||||
| 149 CHURCH AVE | HIGH POINT | NC | 27262 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $58,500 |
| COMMUNITY CLINIC OF HIGH POINT | |||||||
| 779 N MAIN STREET | HIGH POINT | NC | 27262 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $122,849 |
| D-UP BASKETBALL FUNDAMENTALS AND SKILLS TRAINING | |||||||
| 613 WASHINGTON ST | HIGH POINT | NC | 27260 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| FAMILY SERVICE OF THE PIEDMONT INC | |||||||
| 901 BONNER DRIVE | JAMESTOWN | NC | 27281 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $194,000 |
| FOUNDATION FOR HEALTH LEADERSHIP AND INNOVATION | |||||||
| 2401 WESTON PKWY STE 203 | CARY | NC | 27513 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $67,394 |
| GREATER HIGH POINT FOOD ALLIANCE | |||||||
| 815 PHILLIPS AVE | HIGH POINT | NC | 27262 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| GROWING HIGH POINT | |||||||
| 710 E WASHINGTON DR | HIGH POINT | NC | 27260 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $45,000 |
| GUILFORD ADULT HEALTH INC | |||||||
| 612 PASTEUR DRIVE STE 108 | GREENSBORO | NC | 27403 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 |
| GUILFORD COUNTY DHHS DIVISION OF PUBLIC HEALTH | |||||||
| 1203 MAPLE STREET 3RD FLOOR | GREENSBORO | NC | 27405 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $123,075 |
| GUILFORD COUNTY PARTNERSHIP FOR CHILDREN | |||||||
| 500 W FRIENDLY AVE STE 100 | GREENSBORO | NC | 27401 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| GUILFORD NON-PROFIT CONSORTIUMCOMMMUNITY FOUNDATION OF GREATER GREENSBORO | |||||||
| 330 S GREENE ST 100 | GREENSBORO | NC | 27401 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| HIGH POINT CHAMBER FOUNDATION | |||||||
| 501 N MAIN ST | HIGH POINT | NC | 27260 | NONE | PC | EMERGENCY RELIEF FUNDING, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| HIGH POINT PUBLIC LIBRARY FOUNDATION | |||||||
| 901 N MAIN ST | HIGH POINT | NC | 27262 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| MENTAL HEALTH ASSOCIATES OF THE TRIAD | |||||||
| PO BOX 56693 | HIGH POINT | NC | 27262 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $135,000 |
| NCCJ OF THE PIEDMONT TRIAD | |||||||
| 713 NORTH GREEN ST | GREENSBORO | NC | 27401 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| OPEN DOOR MINISTRIES | |||||||
| 400 N CENTENNIAL STREET | HIGH POINT | NC | 27262 | NONE | PC | TRADITIONAL GRANT PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $49,512 |
| REACH OUT AND READ CAROLINAS | |||||||
| 18 PLOTT DR | SYLVIA | NC | 28779 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $17,500 |
| READY FOR SCHOOL READY FOR LIFE | |||||||
| 1416 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 |
| THE CHILDREN'S LAW CENTER | |||||||
| 102 W 3RD ST STE 470 | WINSTONSALEM | NC | 27101 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,520 |
| THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | |||||||
| 1400 SPRING GARDEN DRIVE | GREENSBORO | NC | 27412 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,799 |
| YMCA OF HIGH POINT INC | |||||||
| 112 GATEWOOD AVE | HIGH POINT | NC | 27262 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| YWCA HIGH POINT | |||||||
| 112 GATEWOOD AVE | HIGH POINT | NC | 27262 | NONE | PC | TRADITIONAL GRANT PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $80,000 |
| YWCA HIGH POINT | |||||||
| 112 GATEWOOD AVE | HIGH POINT | NC | 27262 | NONE | PC | EMERGENCY RELIEF FUNDING, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,524,149 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CARING SERVICES INC | |||||||
| 102 CHESTNUT DRRIVE | HIGH POINT | NC | 27262 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 |
| GUILFORD COUNTY DHHS DIVISION OF PUBLIC HEALTH | |||||||
| 1203 MAPLE STREET 3RD FLOOR | GREENSBORO | NC | 27405 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $97,075 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $157,075 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $951,203 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,440,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,391,825 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,391,825 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER OF WAKE FOREST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BOULEVARD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,664 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING - BOOKKEEPING | $11,425 | $2,856 | $12,398 |
| ACCOUNTING - AUDIT & TAX | $28,632 | $14,316 | $14,316 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2015-02-16 | $29,221 | $29,221 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2015-02-20 | $31,227 | $25,695 | SL | 5.000000000000 | $2,389 | $0 |
| FURNITURE & FIXTURES | 2015-03-31 | $46,122 | $39,689 | SL | 7.000000000000 | $4,539 | $0 |
| MACHINERY & EQUIPMENT | 2015-08-17 | $3,007 | $2,861 | SL | 5.000000000000 | $92 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT GRADE FIXED INCOME MUTUAL FUNDS & ETFS | BondNm |
| EOY Book Value | $17,650,127 | EOYBookValueAmt |
| EOYFMV | $17,650,127 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S LARGE CAP STOCKS, MUTUAL FUNDS & ETFS | $28,041,627 | $28,041,627 |
| INTERNATIONAL DEVELOPED STOCKS, MUTUAL FUNDS & ETFS | $8,310,941 | $8,310,941 |
| INTERNATIONAL EMERGING MARKET STOCKS & ETFS | $3,120,601 | $3,120,601 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEDGE FUNDS - PUBLICLY TRADED MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,056,407 | BookValueAmt |
| EOYFMV | $3,056,407 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $29,221 | $29,221 | $0 |
| COMPUTER EQUIPMENT | $31,227 | $28,084 | $3,143 |
| FURNITURE & FIXTURES | $46,122 | $44,228 | $1,894 |
| MACHINERY & EQUIPMENT | $3,007 | $2,953 | $54 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $7 | LegalFeesAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSE | $5,106 | $511 | $4,811 |
| INFORMATION TECHNOLOGY & TELEPHONE | $25,237 | $2,049 | $27,937 |
| INSURANCE | $10,457 | $1,046 | $9,411 |
| ASSOCIATION/ORGANIZATION DUES & MEMBERSHIPS | $20,140 | $0 | $20,140 |
| MISC/OTHER | $2,177 | $218 | $1,959 |
| NON-CAPITAL EQUIPMENT | $8,696 | $870 | $7,826 |
| TRAINING & DEVELOPMENT | $11,589 | $0 | $11,589 |
| COMMUNITY DEVELOPMENT, COMMUNICATIONS & PUBLIC RELATIONS | $18,240 | $0 | $18,240 |
| SPONSORED EVENTS & SPONSORSHIPS | $500 | $0 | $500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION IN THE INVESTMENT PORTFOLIO | Desc |
| Amt | $2,831,732 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL NET INVESTMENT EXCISE TAX PAYABLE | $70,918 | $10,557 |
| DEFERRED FEDERAL NET INVESTMENT EXCISE TAX PAYABLE | $89,497 | $128,911 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAN/CONSULTING/MANAGEMENT | $175,391 | $175,391 | $0 |
| PAYROLL & RETIREMENT SERVICES | $771 | $77 | $694 |
| STRATEGIC PLANNING & GRANT PROGRAM SERVICES | $77,179 | $0 | $77,179 |
| OTHER/MISC. | $69 | $7 | $62 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $20,106 | $2,011 | $18,095 |
| FEDERAL NII EXCISE TAX | $44,639 | $0 | $0 |
| DEFERRED FEDERAL NII EXCISE TAX | $39,414 | $0 | $0 |
Comments