GEORGE T BAKER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE T BAKER FOUNDATION INC (EIN 59-6151202)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2022-08-24
- IRS object ID
- 202242369349100509
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-24T15:47:27-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5869 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596151202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE T BAKER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 3368840410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5869 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BAKER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3368840410 | PhoneNum |
| Signature | 2022-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | BAKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA L WALSH | PreparerPersonNm |
| PTIN | P00012605 | PTIN |
| Phone | 3368840410 | PhoneNum |
| Preparation | 2022-08-17 | 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 | $2,145,104 | 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 | $462 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $462 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $218,798 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,200 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,123 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,944 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,944 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,163 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,163 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,366 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,766 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,366 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,766 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,243 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,357 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,486 | CashBOYAmt |
| Cash EOY | $15,860 | CashEOYAmt |
| Cash EOYFMV | $15,860 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $818 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $234 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $234 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $847,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $845,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,310,126 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $552,584 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $519,321 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $818,884 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,421,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,380,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,145,104 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $158,719 | CapitalStockBOYAmt |
| Capital Stock EOY | $158,719 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,263,049 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,221,806 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,421,768 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,380,525 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,421,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,380,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,421,768 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,243 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,380,525 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,380,525 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TOUCHSTONE BALANCED FUND | P | 2019-12-31 | 2021-07-16 | $30,000 | $16,914 | $13,086 | $13,086 |
| TOUCHSTONE BALANCED FUND | P | 2019-12-31 | 2021-11-10 | $30,000 | $16,348 | $13,652 | $13,652 |
| IIV INC. | P | 2021-01-11 | 2021-11-29 | $18,681 | $25,770 | -$7,089 | -$7,089 |
| IQUIVIA HOLDINGS | P | 2020-07-14 | 2021-11-23 | $24,374 | $13,599 | $10,775 | $10,775 |
| META PLATFORMS INC. | P | 2019-12-31 | 2022-02-07 | $22,615 | $25,968 | -$3,353 | -$3,353 |
| NETFLIX INC. | P | 2019-12-31 | 2022-01-21 | $49,915 | $56,521 | -$6,606 | -$6,606 |
| ALPHABET INC. | P | 2020-07-14 | 2022-05-13 | $14,567 | $10,494 | $4,073 | $4,073 |
| ALPS ACTIVE REIT | P | 2022-01-24 | 2022-05-13 | $26,671 | $28,339 | -$1,668 | -$1,668 |
| KYNDRYL HOLDINGS | P | 2020-12-29 | 2021-11-15 | $1,975 | $2,645 | -$670 | -$670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,200 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $867 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $867 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $867 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,594 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,594 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $727 | OverpaymentAmt |
| Applied To ES Tax | $727 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA L WALSH | IndividualWithBooksNm |
| Phone | 3368840410 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5869 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA I BAKER BEAHN | ||||||||
| PO BOX 467 | BLOWING ROCK | NC | 28605 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| PATRICIA WALSH | ||||||||
| PO BOX 5869 | HIGH POINT | NC | 27262 | SECRETARY/TREASURER | 5.00 | $0 | $0 | $0 |
| PATRICIA A CORBETT | ||||||||
| 4613 SELKIRK DRIVE | SNELLVILLE | GA | 30039 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RAYMOND BEAHN JR | ||||||||
| 8705 BUCKSKIN MANOR | DAVIE | FL | 33328 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| HALEY BEAHN | ||||||||
| 495 N FEDERAL HIGHWAY 1402 | FORT LAUDERDALE | FL | 33301 | TRUSTEE | 1.00 | $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 | $2,271,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,551 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,293,437 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,293,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,259,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $867 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $867 | TotalTaxAmt |
| Distributable Before Adj | $112,085 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,085 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,085 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $89,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,085 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,881 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,881 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,119 | 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 | $47,966 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS THE SEA INC | |||||||
| PO BOX 1076 | WEST PALM BEACH | FL | 33402 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| ALLIANCE THEATER | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| APPALACHAIN STATE UNIVERSITY FOUNDATION | |||||||
| ASU BOX 3205 | BOONE | NC | 28608 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $3,000 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| ATLANTA HUMANE SOCIETY | |||||||
| 981 HOWELL MILL ROAD NW | ATLANTA | GA | 30318 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| AVERY COUNTY HABITAT FOR HUMANITY | |||||||
| PO BOX 1016 | NEWLAND | NC | 28657 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| AVERY COUNTY HUMANE SOCIETY | |||||||
| PO BOX 1016 | NEWLAND | NC | 28657 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| BISHOP MCGUINNESS CATHOLIC HIGH SCHOOL | |||||||
| 1725 NC-66 | KERNERSVILLE | NC | 27284 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| BLOWING ROCK CHARITY HORSE SHOW FOUNDATION | |||||||
| PO BOX 650 | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $4,000 |
| BLOWING ROCK COMMUNITY FOUNDATION | |||||||
| PO BOX 525 | BANNER ELK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $3,000 |
| BLOWING ROCK FIRE AND RESCUE | |||||||
| 8001 VALLEY BOULEVARD | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| BLUE RIDGE CONSERVANCY | |||||||
| 166 FURMAN RD | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| BLUE RIDGE PARKWAY FOUNDATION | |||||||
| 717 S MARSHALL ST STE 105 B | WINSTONSALEM | NC | 27101 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| CAMILLUS HOUSE | |||||||
| PO BOX 011829 | MIAMI | FL | 331011829 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| CCNC FOUNDATION | |||||||
| 1000 CENTREGREEN WAY SUITE 300 | CARY | NC | 27513 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $5,000 |
| CENTER FOR GREAT APES | |||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| CROSSNORE SCHOOL | |||||||
| 1001 REYNOLDA RD NW | WINSTONSALEM | NC | 27104 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| DANNY & RON'S RESCUE | |||||||
| 12161 KEN ADAMS WAY | WELLINGTON | FL | 33414 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| DOCTORS WITHOUT BOARDERS | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| EVERGLADES OUTPOST WILDFIRE RESCUE | |||||||
| 35601 SW 192 AVENUE | HOMESTEAD | FL | 33034 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| FIRST CHRISTIAN CHURCH OF ATLANTA | |||||||
| 4532 LAVISTA ROAD | TUCKER | GA | 30084 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| FIRST HEALTH HOSPICE FOUNDATION | |||||||
| 251 CAMPGROUND RD | WEST END | NC | 27376 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| FOOD BANK OF CENTRAL & EASTERN NC | |||||||
| 3808 TARHEEL DRIVE | RALEIGH | NC | 27609 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $4,500 |
| FRIEND TO FRIEND | |||||||
| 101 MONROE ST | CARTHAGE | NC | 28327 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE | |||||||
| PO BOX 99608 | LAKEWOOD | WA | 98496 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| GEORGIA PUBLIC BROADCASTING | |||||||
| 260 14TH ST NW | ATLANTA | GA | 30318 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| HIGH POINT ARTS COUNCIL | |||||||
| PO BOX 5526 | HIGH POINT | NC | 27262 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| HOLY CROSS CATHOLIC CHURCH | |||||||
| 616 S CHERRY ST | KERNERSVILLE | NC | 27284 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| HOSPICE OF THE PIEDMONT | |||||||
| 1801 WESTCHESTER DRIVE | HIGH POINT | NC | 27262 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| LEAP | |||||||
| PO BOX 848 | MIAMI | FL | 33243 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| MIAMI RESCUE MISSION | |||||||
| 3553 NW 50TH ST | MIAMI | FL | 33142 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| MOORE COUNTY HUMANE SOCIETY | |||||||
| 5355 NC-22 | CARTHAGE | NC | 28327 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| NCHJA | |||||||
| 4441 SIX FORKS RD STE 106-167 | RALEIGH | NC | 27609 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| OASIS INC | |||||||
| PO BOX 1591 | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SALVATION ARMY BOONE | |||||||
| PO BOX 1568 | BOONE | NC | 286011568 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SALVATION ARMY CAMP WALTER JOHNSON | |||||||
| 501 ARCHDALE DR | CHARLOTTE | NC | 28217 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| SALVATION ARMY FT LAUDERDALE | |||||||
| 100 SW 9TH AVE | FORT LAUDERDALE | FL | 33312 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SALVATION ARMY GEORGIA | |||||||
| 405 LOVEJOY ST NW | ATLANTA | GA | 30313 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SANDHILLS COMMUNITY COLLEGE | |||||||
| 3395 AIRPORT ROAD | PINEHURST | NC | 28374 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $5,000 |
| SECOND HARVEST FOOD BANK OF NORTHWEST NC | |||||||
| 3655 REED ST | WINSTONSALEM | NC | 27107 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SPECIAL OLYMPICS | |||||||
| 2200 GATEWAY GENTRE BLVD STE 201 | MORRISVILLE | NC | 27560 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| ST MARY'S OF THE HILLS | |||||||
| PO BOX 14 | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| ST JUDE CHILDREN'S HOSPITAL | |||||||
| 2501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| THE BACK TO SCHOOL FESTIVAL | |||||||
| PO BOX 102 | BOONE | NC | 286011568 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| THE BICYCLE MAN | |||||||
| 624 PLATINUM STREET | FAYETTEVILLE | NC | 28311 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| TUNNELS TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $3,000 |
| UNC TV | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 277094900 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 3550 BISCAYNE BLVD STE 603 | MIAMI | FL | 33137 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| VETERANS OCEAN ADVENTERS | |||||||
| 8803 SW 206TH LN | CUTLER BAY | FL | 33189 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| WALTHOUR-MOSS FOUNDATION | |||||||
| 115 FAIRWAY AVE | SOUTHERN PINES | NC | 28387 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $3,000 |
| WATAUGA COUNTY EMERGENCY RESCUE SQUAD | |||||||
| PO BOX 3487 | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| WATAUGA HUMANE SOCIETY | |||||||
| 196 PAUL CRITCHER DR | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $4,000 |
| WPBT2 | |||||||
| PO BOX 610002 | MIAMI | FL | 332610002 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| YELLOW MOUNTAIN ENTERPRISES | |||||||
| PO BOX 548 | NEWLAND | NC | 28657 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| HORSEPOWER | |||||||
| 4537 WALPOLE ROAD | HIGH POINT | NC | 27265 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| DUKE FOUNDATION - JUMP FOR THE CHILDREN | |||||||
| PO BOX 33189 | RALEIGH | NC | 27636 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| THE VILLAGE FOUNDATION OF BLOWING ROCK | |||||||
| PO BOX 2716 | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SANDHILLS MOORE COALITION FOR HUMAN CARE | |||||||
| 1500 W INDIANA AVE | SOUTHERN PINES | NC | 28387 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SOUTH FLORIDA WILDLIFE CENTER | |||||||
| 3200 SW 4TH AVENUE | FT LAUDERDALE | FL | 33315 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| BLOWING ROCK CIVIC ASSOCIATION | |||||||
| PO BOX 2471 | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,000 | 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 | $462 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,123 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,123 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $7,950 | Amt |
| Net Investment Income | $3,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY INVESTMENTS | StockNm |
| EOY Book Value | $845,110 | EOYBookValueAmt |
| EOYFMV | $1,310,126 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TOUCHSTONE BALANCED FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $519,321 | BookValueAmt |
| EOYFMV | $818,884 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK & BROKER'S FEES | Desc |
| Revenue And Expenses Per Books | $59 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $59 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $1,944 | Amt |
| Net Investment Income | $1,944 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |