THE STEVE SMITH FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE STEVE SMITH FAMILY FOUNDATION (EIN 30-0778749)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202233139349100003
- Schema version
- 2021v4.0
- 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
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T04:25:01-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561688300 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C DeWitt Foard & Co PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 817 E Morehead St Ste 100 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 | 300778749 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Steve Smith Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 7042663689 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 77401 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28271 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stevonne L Smith Sr | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Stevonne L Smith | PersonFirstNm |
| Person Last | Sr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Terry W Lancaster | PreparerPersonNm |
| PTIN | P00096087 | PTIN |
| Phone | 7043721515 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,715,403 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,022,011 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $438 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $438 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $438 | InterestOnSavingsAdjNetIncmAmt |
| Other Income Rev And Expnss | $27,762 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,050,211 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $438 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $438 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,412 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $235,372 | OthEmplSlrsWgsRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $277,861 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $438 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,583 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $122,110 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $13,713 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $67,750 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $810,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $438 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,205 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,205 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $817,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $438 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,205 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $233,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $438 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $406,555 | CashBOYAmt |
| Cash EOY | $565,159 | CashEOYAmt |
| Cash EOYFMV | $565,159 | CashEOYFMVAmt |
| Grants Receivable EOY | $50,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $50,000 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $500 | RcvblFromOfficersBOYAmt |
| Prepaid Expenses EOY | $3,592 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,592 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,143,346 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $46,694 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $285,522 | LandBOYAmt |
| Land EOY | $4,096,652 | LandEOYAmt |
| Land EOYFMV | $4,096,652 | LandEOYFMVAmt |
| Total Assets BOY | $692,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,715,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,715,403 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,051 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,500 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $3,690,850 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $9,172 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $109,498 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,223 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,808,848 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $373,480 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $856,555 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $299,874 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $50,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $673,354 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $906,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $692,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,715,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $673,354 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $233,205 | ExcessRevenueOverExpensesAmt |
| Subtotal | $906,559 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $906,555 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.stevesmithfamilyfdn.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stevonne L Smith Sr Trustee | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7042663689 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 77401 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28271 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Stevonne L Smith Sr | ||||||
| PO Box 77401 | Charlotte | NC | 28271 | Trustee | 5.00 | $0 |
| Toya Del Valle | ||||||
| PO Box 77401 | Charlotte | NC | 28271 | Treasurer | 3.00 | $0 |
| Joseph Fushey | ||||||
| PO Box 77401 | Charlotte | NC | 28271 | Secretary | 3.00 | $0 |
| Trey Morgan | ||||||
| PO Box 77401 | Charlotte | NC | 28271 | President | 3.00 | $0 |
| Michelle Hunt | ||||||
| PO Box 77401 | Charlotte | NC | 28271 | Executive Dir. | 40.00 | $80,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $455,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $455,619 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $455,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $448,785 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,439 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,439 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $22,439 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,439 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,439 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,205 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,205 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,439 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $36,414 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $105,427 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,714 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $120,788 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,244 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $359,587 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,205 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,205 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $16,234 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,234 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $343,353 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,180 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $323,173 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $105,427 | ExcessFromYear4Amt |
| Excess From Year3 | $40,714 | ExcessFromYear3Amt |
| Excess From Year2 | $120,788 | ExcessFromYear2Amt |
| Excess From Year1 | $56,244 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Stevonne L Smith Sr | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Stevonne L Smith Sr | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 77401 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28271 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7042663689 | RecipientPhoneNum |
| Form And Info And Materials | Requests for funds should be submitted in writing and include a description of the following: (1) Organization/Individual requesting funds, (2) desired usage of the funds, and (3) whom the funds will benefit. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | The amount of the grant will depend on the application and the need for funds. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Charlotte Hornets Foundation | |||||
| 333 E Trade St | Charlotte | NC | 28202 | General support | $5,000 |
| Virtual Learning Center | |||||
| 8555 Concord Pkwy S | Concord | NC | 28027 | Moving expenses | $165 |
| Muggsy Bouges Family Foundation | |||||
| PO Box 1884 | Matthews | NC | 28106 | General support | $1,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,205 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $438 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| Other | $18,589 |
| PPP Loan | $9,173 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $438 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,762 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,200 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (30 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Trane Technologies | ||||||
| 1 | 800 E Beaty Street | Davidson | NC | 28036 | $40,000 | Yes (X) |
| Jorj M and George A Morgan | ||||||
| 2 | 11989 SE Intracostal Terrace | Tequesta | FL | 33469 | $7,500 | Yes (X) |
| Steak 48 Charlotte LLC | ||||||
| 3 | 8355 E Hartford Drive Ste 100 | Scottsdale | AZ | 85255 | $7,875 | Yes (X) |
| Oasis Foundation | ||||||
| 4 | 508 Hilltop Dr | Raleigh | NC | 27610 | $27,361 | Yes (X) |
| Urban League of Central Carolinas | ||||||
| 5 | 740 W 5th St | Charlotte | NC | 28202 | $40,000 | Yes (X) |
| Arthur Porter | ||||||
| 6 | 3015 Rustic Ln | Charlotte | NC | 28210 | $10,290 | Yes (X) |
| Elevation Church | ||||||
| 7 | 11416 E Independence Blv Ste N | Matthew | NC | 28105 | $25,000 | Yes (X) |
| Jonathan Stewart Hope Foundation | ||||||
| 8 | 3310 Indian Meadows Lane | Charlotte | NC | 28210 | $8,000 | Yes (X) |
| Member for a Day | ||||||
| 9 | 9 Timber Marsh Ln | Hilton Head | SC | 29926 | $5,915 | Yes (X) |
| Zions BanCorporation | ||||||
| 10 | 1 S Main St | Salt Lake City | UT | 84133 | $5,000 | Yes (X) |
| National Philanthropic Trust | ||||||
| 11 | 165 Township Line Rd Ste 1200 | Jenkintown | PA | 19046 | $10,000 | Yes (X) |
| Start to Finish | ||||||
| 12 | 8618 Monroe Rd | Charlotte | NC | 28212 | $5,963 | Yes (X) |
| Grambell Foundation | ||||||
| 13 | 5625 Fairview Rd | Charlotte | NC | 28209 | $100,000 | Yes (X) |
| The Merancas Foundation | ||||||
| 14 | 615 S College St 10th Floor | Charlotte | NC | 28202 | $50,000 | Yes (X) |
| NFL Foundation | ||||||
| 15 | 345 Park Ave | New York | NY | 10154 | $15,000 | Yes (X) |
| Amazon | ||||||
| 16 | 3830 Parrott Dr | Charlotte | NC | 28214 | $10,000 | Yes (X) |
| Murphy Family Foundation | ||||||
| 17 | PO Box 296 | Port St Joe | FL | 32457 | $5,000 | Yes (X) |
| Stevonne Smith | ||||||
| 18 | 621 Winter Wheat Ct | Matthews | NC | 28104 | $56,162 | Yes (X) |
| Parham Family Charitable Fund | ||||||
| 19 | 2905 Greenwing Pl | Henrico | VA | 23231 | $5,000 | Yes (X) |
| Michael Yermack | ||||||
| 20 | 2622 Rolling Hills Dr | Monroe | NC | 28110 | $10,000 | Yes (X) |
| Mecklenburg County | ||||||
| 21 | 700 E 4th St | Charlotte | NC | 28202 | $500,000 | Yes (X) |
| Enterprise Holdings | ||||||
| 22 | 8335 IBM Drive Suite 100 | Charlotte | NC | 28262 | $5,000 | Yes (X) |
| Charlotte Hornets Foundation | ||||||
| 23 | 333 E Trade St | Charlotte | NC | 28202 | $5,000 | Yes (X) |
| BlueCross BlueShield of NC | ||||||
| 24 | 4615 University Dr | Durham | NC | 27707 | $5,000 | Yes (X) |
| Pinnacle Financial Partners | ||||||
| 25 | 5980 Fairview Road | Charlotte | NC | 28210 | $10,000 | Yes (X) |
| Diamond's Direct | ||||||
| 26 | 4521 Sharon Rd Suite 101 | Charlotte | NC | 28211 | $7,500 | Yes (X) |
| Tito's Homemade Vodka | ||||||
| 27 | 1406 Smith Road Building C | Austin | TX | 78719 | $5,000 | Yes (X) |
| TD Charitable Foundation | ||||||
| 28 | PO Box 9540 | Portland | ME | 04112 | $10,000 | Yes (X) |
| Starmount Healthcare Management | ||||||
| 29 | 4024 Triangle Drive | Charlotte | NC | 28208 | $50,000 | Yes (X) |
| Mantissa Corporation | ||||||
| 30 | 616 Pressley Road | Charlotte | NC | 28217 | $8,009 | Yes (X) |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Auto./Transportation Equip. | $24,100 | $4,820 | $19,280 | $19,280 |
| Furniture and Fixtures | $12,718 | $4,845 | $7,873 | $7,873 |
| Buildings | $3,211,701 | $37,029 | $3,174,672 | $3,174,672 |
| Land | $894,827 | $894,827 | $894,827 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $3,690,850 | MortgageAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Advertising | $15,448 |
| Insurance | $11,270 |
| Supplies | $41,032 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Other | $18,589 |
| PPP Loan | $9,173 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PPP Loan | $9,172 | $109,498 |
| Accrued construction costs |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Contract services | CategoryTxt |
| Amt | $277,861 | Amt |
| Net Investment Income | $438 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll taxes | CategoryTxt |
| Amt | $13,583 | Amt |
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