PFEFFERKORN FOUNDATION INC 6392-1025876301: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PFEFFERKORN FOUNDATION INC 6392-1025876301 (EIN 20-3275894)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-02-21
IRS object ID
202240529349100314
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-02-21T13:33:37-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560892557PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEVIN SPINNETT & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11025 WEST FIRST STREETAddressLine1Txt
CityWINSTONSALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP271013683ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203275894EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PFEFFERKORN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPFEFBusinessNameControlTxt
Phone8003523705PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14625 COUNTRY CLUB ROADAddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD G PFEFFERKORNPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3364142775PhoneNum
Signature2022-02-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastPFEFFERKORNPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHUGH L MCLENDONPreparerPersonNm
PTINP00148465PTIN
Phone3367254279PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,618,065FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$297,075ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$66InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$66InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$139,021DividendsRevAndExpnssAmt
Dividends Net Invst Incm$139,021DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$148,928NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,372,484GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$148,928CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$252OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$252OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$585,342TotalRevAndExpnssAmt
Total Net Invst Incm$288,267TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,482AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$35,626OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$35,626OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,689TaxesRevAndExpnssAmt
Taxes Net Invst Incm$627TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$56OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$56OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$62,853TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$36,309TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$309,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$309,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$371,853TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$36,309TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$309,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$213,489ExcessRevenueOverExpensesAmt
Net Investment Income$251,958NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,267CashBOYAmt
Sav And Temp Cash Invst BOY$159,464SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$207,795SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$207,795SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,108,350CorporateStockBOYAmt
Corporate Stock EOY$3,084,053CorporateStockEOYAmt
Corporate Stock EOYFMV$4,384,466CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,487,211CorporateBondsBOYAmt
Corporate Bonds EOY$1,678,417CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,706,520CorporateBondsEOYFMVAmt
Other Investments BOY$305,043OtherInvestmentsBOYAmt
Other Investments EOY$304,559OtherInvestmentsEOYAmt
Other Investments EOYFMV$319,284OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,061,335TotalAssetsBOYAmt
Total Assets EOY$5,274,824TotalAssetsEOYAmt
Total Assets EOYFMV$6,618,065TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$5,061,335RetainedEarningBOYAmt
Retained Earning EOY$5,274,824RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,061,335TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,274,824TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,061,335TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,274,824TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,061,335TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$213,489ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,274,824SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,274,824TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$1,315,666$1,222,862$92,804$92,804
GPB HOLDINGS LPP$694-$694-$694
CAPITAL GAINS DIVIDENDSP$56,818$56,818$56,818
FieldValueIRS element (for citing)
Capital Gain Net Income$148,928CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,502InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,502SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,502TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,983EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,983TotalPaymentsAndCreditsAmt
Es Penalty$4EsPenaltyAmt
Overpayment$477OverpaymentAmt
Applied To ES Tax$477AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWELLS FARGO BANKIndividualWithBooksNm
Phone8003523705PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 WEST FOURTH STREETAddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN D PFEFFERKORN
1 WEST FOURTH STREETWINSTON SALEMNC27101DIRECTOR0.00$0$0$0
RICHARD G PFEFFERKORN
1 WEST FOURTH STREETWINSTON SALEMNC27101DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO BANKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 WEST FOURTH STREETAddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27101ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENT AND CUSTODIANServiceTypeTxt
Compensation$35,626CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,868,790AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$307,056AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,175,846TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,175,846AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$92,638CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,083,208NetVlNoncharitableAssetsAmt
Minimum Investment Return$304,160MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$304,160MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,502TaxBasedOnInvestmentIncomeAmt
Total Tax$3,502TotalTaxAmt
Distributable Before Adj$300,658DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$300,658DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$300,658DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$309,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$309,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$309,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$300,658DistributableAsAdjustedAmt
Undistributed Income PY$261,355UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Total For Prior Years$33,281TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$309,000QualifyingDistributionsAmt
Applied To Year1$261,355AppliedToYear1Amt
Applied To Prior Years$33,281AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$14,364AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$286,294UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARBOR ACRES
1240 ARBOR ROADWINSTON SALEMNC27104NONEPCGENERAL SUPPORT$13,000
BOOKMARKS
251 N SPRUCE STREETWINSTON SALEMNC27101NONEPCPROGRAM SUPPORT$5,000
CANCER SERVICES
3175 MAPLEWOOD AVENUEWINSTON SALEMNC27103NONEPCPROGRAM SUPPORT$5,000
CENTENARY UNITED METHODIST CHURCH
646 W FIFTH STREETWINSTON SALEMNC27101NONEPCGENERAL SUPPORT$2,000
CROSBY SCHOLARS
2100 UNIVERSITY PARKWAYWINSTON SALEMNC27105NONEPCPROGRAM SUPPORT$10,000
EXCHANGE CLUB
500 NORTHWEST BOULEVARDWINSTON SALEMNC27105NONEPCGENERAL SUPPORT$40,000
FORSYTH COUNTRY DAY SCHOOL
5501 SHALLOWFORD ROADLEWISVILLENC27023NONEPCGENERAL SUPPORT$4,000
FORSYTH MEDICAL CENTER FOUNDATION
1701 S HAWTHORNE ROADWINSTON SALEMNC27103NONEPCGENERAL SUPPORT$10,000
HABITAT FOR HUMANITY
1023 W 14TH STREETWINSTON SALEMNC27105NONEPCPROGRAM SUPPORT$6,500
HISTORIC FLAT ROCK
PO BOX 295FLAT ROCKNC28731NONEPCGENERAL SUPPORT$3,500
HOSPICE & PALLIATIVE CARECENTER
101 HOSPICE LANEWINSTON SALEMNC27103NONEPCPROGRAM SUPPORT$13,000
HOSPITAL HOSPITALITY HOUSE
1970 BALDWIN LANEWINSTON SALEMNC27103NONEPCPROGRAM SUPPORT$5,000
JUNIOR LEAGUE OF WINSTON SALEM
390 S LIBERTY STREETWINSTON SALEMNC27101NONEPCGENERAL SUPPORT$1,000
MUSEUM OF EARLY SOUTHERN DECORATIVE ARTS
924 S MAIN STREETWINSTON SALEMNC27101NONEPCPROGRAM SUPPORT$1,000
OLD SALEM
600 S MAIN STREETWINSTON SALEMNC27101NONEPCGENERAL SUPPORT$1,000
PIEDMONT LAND CONSERVANCY
PO BOX 4025GREENSBORONC27404NONEPCGENERAL SUPPORT$5,000
PROTESTANT EPISCOPAL HIGH SCHOOL
1200 NORTH QUAKER LANEALEXANDRIAVA22302NONEPCGENRAL SUPPORT$55,000
SENIOR SERVICES
2895 SHOREFAIR DRIVEWINSTON SALEMNC27105NONEPCPROGRAM SUPPORT$5,000
ST CATHERINES SCHOOL FOUNDATION
6001 GROVE AVENUERICHMONDVA23226NONEPCGENERAL SUPPORT$75,000
SUMMIT SCHOOL
2100 REYNOLDS ROADWINSTON SALEMNC27106NONEPCGENERAL SUPPORT$8,000
UNC CHAPEL HILL
PO BOX 309CHAPEL HILLNC27514NONEPCGENERAL SUPPORT$2,000
WAKE FOREST UNIVERSITY
1834 WAKE FOREST ROADWINSTON SALEMNC27109NONEPCGENERAL SUPPORT$1,000
WINSTON SALEM INDUSTRIES FOR THE BLIND
7730 NORTH POINT DRIVEWINSTON SALEMNC27106NONEPCGENERAL SUPPORT$6,000
YMCA OF NORTHWEST NC
301 N MAIN STREETWINSTON SALEMNC27101NONEPCGENERAL SUPPORT$3,000
SECOND HARVEST FOOD BANK NWNC
3655 REED STREETWINSTON SALEMNC27107NONEPCGENERAL SUPPORT$10,000
SALVATION ARMY
1225 N TRADE STREETWINSTON SALEMNC27101NONEPCGENERAL SUPPORT$8,000
FORSYTH TECHNICAL COMMUNITY COLLEGE
2100 SILAS CREEK PARKWAYWINSTON SALEMNC27103NONEPCGENERAL SUPPORT$10,000
SHEPHERD'S CENTER
1700 EBERT STREETWINSTON SALEMNC27103NONEPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$309,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$139,021ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$252ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$148,928ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$288,267ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$288,267TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1L GORDON PFEFFERKORN JR ADMINISTRATIVE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O WELLS FARGO BANKAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78735ZIPCd
FieldValueIRS element (for citing)
Total Contributions$297,075TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,482Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionSECTION 4942(H)(2) ELECTION AS TO TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRC SEC 4942(H)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME OF THE TAX YEAR ENDING IN 2018 IN THE AMOUNT OF $33,281.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSCHEDULE ATTACHEDBondNm
EOY Book Value$1,678,417EOYBookValueAmt
EOYFMV$1,706,520EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSCHEDULE ATTACHEDStockNm
EOY Book Value$3,084,053EOYBookValueAmt
EOYFMV$4,384,466EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSCHEDULE ATTACHEDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$304,559BookValueAmt
EOYFMV$319,284EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GPB HOLDINGS LP$43$43$0
ADR FEES$13$13$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BELVEDERE LIMITED PARTNERHSIP$600$600$600
GPB HOLDINGS LP-$355-$355-$355
MISCELLANEOUS$7$7$7

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT AND CUSTODIANCategoryTxt
Amt$35,626Amt
Net Investment Income$35,626NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD$627$627$0
FEDERAL TAX PAYMENTS$19,687$0$0
FEDERAL TAX ESTIMATES$4,375$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.