GEORGE & FRANCES LONDON EDUCATIONAL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & FRANCES LONDON EDUCATIONAL FOUNDATION (EIN 58-2233144)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-02-22
- IRS object ID
- 202210539349100011
- Schema version
- 2020v4.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-22T14:59:43-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561734188 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANNING FULTON & SKINNER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20389 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27619 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582233144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE AND FRANCES LONDON EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9197878880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 20389 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276190389 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID D DAHL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9197878880 | PhoneNum |
| Signature | 2022-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | DAHL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH L HILDEBRAN | PreparerPersonNm |
| PTIN | P01340297 | PTIN |
| Phone | 9197878880 | PhoneNum |
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 | 2020 | 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 | $7,667,188 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,278 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,278 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $213,571 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $213,571 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $301,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $719,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $301,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $515,936 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $515,936 | 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 |
| Legal Fees Rev And Expnss | $76,419 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $76,419 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,276 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,276 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $249 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,944 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $474,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,944 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $395,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $435,992 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $501,915 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $298,812 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,998 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,998 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,998 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,998 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,211,870 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,555,965 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,366,378 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,715,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,756,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,667,188 | 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 | $6,715,783 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,756,775 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,715,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,756,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,715,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,756,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,715,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,992 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,756,775 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,756,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CARRIER GLOBAL CORP REG | 2009-09-25 | 2020-10-08 | $26,397 | $23,334 | $3,063 | $3,063 | |
| CATERPILLAR INC DEL | 2018-08-14 | 2020-10-08 | $61,286 | $55,961 | $5,325 | $5,325 | |
| NATIONAL GRID PLC | 2019-09-26 | 2020-10-08 | $169,389 | $154,896 | $14,493 | $14,493 | |
| OTIS WORLDWIDE CORP | 2009-09-25 | 2020-10-08 | $32,212 | $34,986 | -$2,774 | -$2,774 | |
| CARRIER GLOBAL CORP REG | 2009-09-25 | 2020-10-08 | $120,638 | $42,606 | $78,032 | $78,032 | |
| INTL BUSINESS MACHINES CORP | 2009-09-25 | 2020-10-08 | $77,336 | $6,591 | $70,745 | $70,745 | |
| JPMORGAN CHASE & CO | 2004-03-08 | 2020-10-08 | $84,673 | $36,499 | $48,174 | $48,174 | |
| OTIS WORLDWIDE CORP | 2009-09-25 | 2020-04-13 | $23 | $16 | $7 | $7 | |
| OTIS WORLDWIDE CORP | 2009-09-25 | 2020-10-08 | $128,176 | $63,864 | $64,312 | $64,312 | |
| CAPITAL GAINS DIVIDENDS | $19,710 | $19,710 | $19,710 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $301,087 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,060 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,060 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,060 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,201 | 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 | $13,201 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,141 | OverpaymentAmt |
| Applied To ES Tax | $7,141 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | DAVID D DAHL | IndividualWithBooksNm |
| Phone | 9197878880 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3605 GLENWOOD AVENUE SUITE 500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID D DAHL | ||||||||
| POST OFFICE BOX 20389 | RALEIGH | NC | 276190389 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SANDRA MARTIN CLARK | ||||||||
| POST OFFICE BOX 20389 | RALEIGH | NC | 276190389 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MATTHEW C DAHL | ||||||||
| POST OFFICE BOX 20389 | RALEIGH | NC | 276190389 | TRUSTEE | 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 | $6,759,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $472,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,232,700 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,232,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,124,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $356,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $356,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,060 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,060 | TotalTaxAmt |
| Distributable Before Adj | $350,150 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $350,150 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $350,150 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $395,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $395,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $395,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $350,150 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $86,060 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $395,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $86,060 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308,940 | 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 | $41,210 | 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 | DAVID D DAHL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 20389 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27619 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9197878880 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION IS ON FILE WITH INTERNAL REVENUE SERVICE AND IS UNCHANGED FROM PRIOR YEARS. APPLICATION IS MADE BY STUDENT'S SCHOOL'S COMMITTEE BASED UPON MERIT AND SCHOLASTIC POTENTIAL FOR POST SECONDARY EDUCATIONAL SUCCESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SPRING OF HIGH SCHOOL SENIOR'S ACADEMIC YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | LONDON SCHOLARSHIP GUIDELINES HAVE BEEN PREVIOUSLY SUPPLIED AND ARE UNCHANGED FROM PRIOR YEARS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NY'ASIA JA'LYN KEE-DAYE | |||||||
| 108 FLYTHE STREET | CONWAY | NC | 27820 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT PEMBROKE | $7,500 |
| TAYLA MAE MILLSAPS | |||||||
| 110 MASSEY BRANCH ROAD | ROBBINSVILLE | NC | 28771 | NONE | I | SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY | $7,500 |
| JOHN PARKER BETTS | |||||||
| 1202 RIVERSIDE AVENUE | ELIZABETH CITY | NC | 27909 | NONE | I | DUKE UNIVERSITY SPONSORSHIP | $7,500 |
| BROOKE ASHLEY SUERMANN | |||||||
| 1287 CENTER HILL HWY | HERTFORD | NC | 27944 | NONE | I | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 |
| LAUREN ELIZABETH WINSLOW | |||||||
| 129 DEERVIEW DRIVE | HERTFORD | NC | 27944 | NONE | I | SCHOLARSHIP THROUGH PERQUIMANS COUNTY SCHOOL FOUNDATION | $7,500 |
| JANESHA LAVELL BRADSHAW | |||||||
| 130 FIRMAN MYRICK STREET | GASTONIA | NC | 27832 | NONE | I | SCHOLARSHIP - CHOWAN UNIVERSITY | $7,500 |
| CARSON FARROW O'NEAL | |||||||
| 150 CEDAR ROAD | OCRACOKE | NC | 27960 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| DAVID CHASE GREENWELL | |||||||
| 151 COUNTRY LANE | COFIELD | NC | 27922 | NONE | I | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 |
| VICTORIA MICHELLE RICHARDSON | |||||||
| 151 GREENTOWN AVENUE | WARRENTON | NC | 27590 | NONE | I | WARREN COUNTY SCHOOLS FOR VICTORIA MICHELLE RICHARDSON COLLEGE FUNDS | $2,500 |
| HAILEY NICOLE CAMPBELL | |||||||
| 1620 NEILL SINCLAIR ROAD | RAEFORD | NC | 28376 | NONE | I | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 |
| KIMBERLY LABRA-FRANCO | |||||||
| 163 GIBSON LANE | WARRENTON | NC | 27589 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| ELIJAH WOOD BASSETT | |||||||
| 1633 LOWER STECOAH ROAD | ROBBINSVILLE | NC | 28771 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| RHONIE MAKENZIE COOPER | |||||||
| 197 HENRY COOPER LANE | RED SPRINGS | NC | 28377 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| KASEY LYNN COOPER | |||||||
| 197 HENRY COOPER LANE | RED SPRINGS | NC | 28377 | NONE | I | SCHOLARSHIP - PEMBROKE UNIVERSITY | $7,500 |
| ROSS HOWARD RICHARSON | |||||||
| 200 DIAMOND STREET | MURFREESBORO | NC | 27855 | NONE | I | SCHOLARSHIP - NORTH CAROLINA A & T UNIVERSITY | $7,500 |
| ANNE CLAIRE FOREMAN | |||||||
| 2108 RIVERSHORE ROAD | ELIZABETH CITY | NC | 27909 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| YESENIA PINEDA REYES | |||||||
| 2388 DEBERRY MILL ROAD | PENDLETON | NC | 27862 | NONE | I | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 |
| SHATIECE MONET STARKS | |||||||
| 2721 GRESSIT POINT LANE | FAYETTEVILLE | NC | 28606 | NONE | I | SCHOLARSHIP - EAST CAROLINA UNIVERSITY | $7,500 |
| SYDNEY MORGAN HOLLOWEL | |||||||
| 300 RHONDA ROAD | ELIZABETH CITY | NC | 27904 | NONE | I | SCHOLARSHIP - EAST CAROLINA UNIVERSITY | $7,500 |
| SADE JAYLIN PROCTOR | |||||||
| 306 LEE STREET | LEWISTON | NC | 27849 | NONE | I | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 |
| JAZMINE MONIQUE BUNCH | |||||||
| 31 PARKWOOD DRIVE | AHOSKIE | NC | 27910 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| MAGGIE ELIZABETH WILLIAMS | |||||||
| 431 HUNTERS FORK ROAD | TYNER | NC | 27980 | NONE | I | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 |
| ELIZABETH IVY RANKIN | |||||||
| 4633 SANTEETLAH ROAD | ROBBINSVILLE | NC | 28771 | NONE | I | SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY | $7,500 |
| ALEAH NICOLE ALSTON | |||||||
| 506 GIBBS AVENUE | HOLLISTER | NC | 27844 | NONE | I | SCHOLARSHIP - EAST CAROLINA UNIVERSITY | $7,500 |
| TIYONNA RENAYE HORTON | |||||||
| 538 SNIPES STREET | AHOSKIE | NC | 27910 | NONE | I | SCHOLARSHIP - EAST CAROLINA UNIVERSITY | $7,500 |
| CALISTA GRACE CHASTAIN | |||||||
| 55 HILLSIDE TERRACE | WARNE | NC | 28909 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| DARVIN CONTRERAS | |||||||
| 71 OLD PONY LANE PO BOX 1182 | OCRACOKE | NC | 27960 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| KALAI JAY SAMICK | |||||||
| 79 SANDDUNE TR | OCRACOKE | NC | 27960 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| BAILEY GRACE JOHNSON | |||||||
| 81 LUDLUM WAY | HAYESVILLE | NC | 28904 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| HILLARY DANIELLE OWENS | |||||||
| 850 CHATUGE LANE | HAYESVILLE | NC | 28904 | NONE | I | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 |
| JERRI A ROPER | |||||||
| 89 E BUFFALO ROAD | ROBBINSVILLE | NC | 28771 | NONE | I | SCHOLARSHIP - STANFORD UNIVERSITY | $7,500 |
| JACK TURHAN STUCKEY | |||||||
| 922 BUFF CREEK ROAD | SYLVA | NC | 28779 | NONE | I | SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY | $7,500 |
| BRYAN ALEXANDER BRIM | |||||||
| 9445 AURELINA SPRINGS ROAD | LITTLETON | NC | 27850 | NONE | I | SCHOLARSHIP - NORTH CAROLINA CENTRAL UNIVERSITY | $7,500 |
| MILAGRO RAQUEL ORTIZ | |||||||
| PO BOX 1092 | OCRACOKE | NC | 27960 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| ALAINA MICHELLE PULLEY | |||||||
| PO BOX 165 | NORLINA | NC | 27562 | NONE | I | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 |
| MARIA EMILIA MEDINA | |||||||
| PO BOX 809 | LEWISTON WOODVILLE | NC | 27849 | NONE | I | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 |
| REAGAN ELAINE BECK | |||||||
| POST OFFICE BOX 124 | WHITTIER | NC | 28789 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INC | |||||||
| POST OFFICE BOX 309 | CHAPEL HILL | NC | 275140309 | NONE | 1 | LONDON INTERNSHIP ENDOWMENT - EDUCATIONAL | $100,000 |
| BRIANNA DANIELLE BROOKS | |||||||
| POST OFFICE BOX 433 | WARRENTON | NC | 27589 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| KATHRYN ELIZABETH BROWN | |||||||
| POST OFFICE BOX 459 | BRYSON CITY | NC | 28713 | NONE | I | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 |
| KARA LYNN DUDLEY | |||||||
| POST OFFICE BOX 659 | HAYESVILLE | NC | 28904 | NONE | I | SCHOLARSHIP - FLORIDA STATE UNIVERSITY | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,278 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213,571 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $301,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $515,936 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $515,936 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC | $79,964 | $91,968 |
| ASTRAZENECA PLC | $148,698 | $209,958 |
| AT&T INC | $228,091 | $186,940 |
| BANK OF AMERICA CORP CONV PREF | $254,164 | $349,273 |
| CATERPILLAR INC | $55,961 | $72,808 |
| CONOCOPHILLIPS | $20,597 | $39,990 |
| DAVIS FINANCIAL FUND CL C | $188,198 | $220,329 |
| DEERE CO | $27,047 | $107,620 |
| DELAWARE FLTG RATE FUND A | $329,529 | $320,765 |
| DELAWARE LIMITED TERM DIVERSIFIED INCOME FD | $591,852 | $570,917 |
| FIDUCIARY/CLAY MLP OPP FD | $128,608 | $7,488 |
| FIRST EAGLE GLOBAL CLASS A FUND | $639,964 | $684,283 |
| GLAXOSMITHKLINE PLC ADR | $51,655 | $47,840 |
| ISHARES SELECT DIVIDEND | $220,460 | $384,720 |
| J P MORGAN CHASE & CO | $38,646 | $114,363 |
| J P MORGAN INCOME BUILDER FUND CL C | $127,757 | $136,294 |
| JP MORGAN INCOME BUILDER CL A | $802,082 | $908,101 |
| KINDER MORGAN INC | $271,962 | $94,132 |
| LINCOLN NATIONAL CORP IND | $33,815 | $90,357 |
| LORD ABBETT FLOATING RATE FUND CL A | $157,777 | $146,544 |
| MERCK & CO INC | $108,679 | $490,800 |
| OCCIDENTAL PETE CORP CAL | $155,461 | $62,316 |
| SIMON PROPERTY GROUP REIT | $156,653 | $85,280 |
| TORTOISE ENERGY | $147,534 | $25,125 |
| TRUIST FINL CORP | $104,562 | $276,940 |
| VERIZON COMMUNICATIONS | $146,664 | $141,000 |
| WALMART INC | $80,646 | $115,320 |
| WSTN DIGITAL CORP | $156,083 | $138,475 |
| RAYTHEON TECHNOLOGIES | $219,981 | $357,908 |
| WT08 27OCCIDENTAL PETROL | $7,116 | $3,064 |
| INVESCO S AND P SMALLCAP INFORMATION TEC | $176,409 | $232,712 |
| KAYNE ANDERSON ENERGY | $141,831 | $25,875 |
| SPDR S P BIOTECH | $179,758 | $211,170 |
| VANGUARD INFORMATION TECH ETF | $377,761 | $415,703 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANNING FULTON & SKINNER, PA | $11,419 | $11,419 | $0 |
| DAHL LAW PLLC | $65,000 | $65,000 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CERTIF FEES | Desc |
| Revenue And Expenses Per Books | $249 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $249 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2019 AMOUNT PAID WITH EXTENSION | CategoryTxt |
| Amt | $3,276 | Amt |
| Net Investment Income | $3,276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments