THE SINK AND MICKEY FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE SINK AND MICKEY FAMILY FOUNDATION (EIN 82-2155357)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-21
- IRS object ID
- 202242949349100509
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-21T12:16:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560571159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19608 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274199608 | 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 | 822155357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MICKEY TRUCK BODIES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICK | BusinessNameControlTxt |
| Phone | 3368826806 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2024 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H DEAN SINK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3368826806 | PhoneNum |
| Signature | 2022-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H | PersonFirstNm |
| Person Last | DEAN SINK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY C HOOKS | PreparerPersonNm |
| PTIN | P00790329 | PTIN |
| Phone | 3362944494 | PhoneNum |
| Preparation | 2022-10-21 | 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 | $1,742,976 | 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 | $317,495 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,693 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,693 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $298,936 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $726,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $298,936 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $281 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $281 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $632,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $314,910 | 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 |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,079 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,079 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,897 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,897 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,226 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,373 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,373 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $122,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $484,806 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $289,684 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,256 | CashBOYAmt |
| Cash EOY | $65,874 | CashEOYAmt |
| Cash EOYFMV | $65,874 | CashEOYFMVAmt |
| Other Assets BOY | $1,119,046 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,553,655 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,677,102 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,294,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,619,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,742,976 | 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 | $1,294,302 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,619,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,294,302 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,619,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,294,302 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,619,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,294,302 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $484,806 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,779,108 | SubtotalAmt |
| Other Decreases | $159,579 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,619,529 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| APPLE INC | 2021-11-23 | 2021-12-29 | $13,087 | $11,681 | $1,406 | $1,406 |
| DISNEY WALT CO | 2021-11-23 | 2021-12-29 | $10,831 | $10,543 | $288 | $288 |
| HENRY JACK & ASSOCIATES | 2021-11-09 | 2021-11-23 | $7,956 | $8,257 | -$301 | -$301 |
| QUALCOMM INC | 2021-11-23 | 2021-12-29 | $13,394 | $12,924 | $470 | $470 |
| ABBOTT LABORATORIES | 2019-08-02 | 2021-11-23 | $10,521 | $7,197 | $3,324 | $3,324 |
| ABBVIE INC | 2019-05-23 | 2021-11-23 | $18,715 | $12,670 | $6,045 | $6,045 |
| ACCENTURE PLC | 2020-03-12 | 2021-11-23 | $16,524 | $8,022 | $8,502 | $8,502 |
| AON PLC | 2010-08-30 | 2021-12-29 | $14,930 | $2,454 | $12,476 | $12,476 |
| APPLIED MATERIALS INC | 2018-10-29 | 2021-12-29 | $16,137 | $3,198 | $12,939 | $12,939 |
| AUTOMATIC DATA PROCESSING | 2020-09-22 | 2021-11-23 | $15,308 | $8,098 | $7,210 | $7,210 |
| BECTON DICKINSON & CO | 2020-09-15 | 2021-11-23 | $14,238 | $13,584 | $654 | $654 |
| BLACKROCK INC | 2020-02-28 | 2021-11-23 | $6,448 | $3,196 | $3,252 | $3,252 |
| BROWN & BROWN | 2019-08-14 | 2021-11-23 | $11,647 | $6,213 | $5,434 | $5,434 |
| BROWN-FORMAN CORP | 2019-07-25 | 2021-11-23 | $5,759 | $4,145 | $1,614 | $1,614 |
| CBOE GLOBAL MARKETS INC | 2020-09-04 | 2021-11-23 | $19,351 | $14,060 | $5,291 | $5,291 |
| CERENCE INC | 2020-07-23 | 2021-12-29 | $8,919 | $4,689 | $4,230 | $4,230 |
| COMCAST CORP | 2019-06-14 | 2021-11-23 | $6,597 | $5,212 | $1,385 | $1,385 |
| COSTCO WHOLESALE CORP | 2020-02-27 | 2021-11-23 | $11,945 | $6,202 | $5,743 | $5,743 |
| DANAHER CORPORATION COM | 2015-12-17 | 2021-12-29 | $12,965 | $2,832 | $10,133 | $10,133 |
| DOLLAR GEN CORP | 2019-07-19 | 2021-11-23 | $6,304 | $3,978 | $2,326 | $2,326 |
| ECOLAB INC | 2020-03-23 | 2021-11-23 | $6,982 | $4,805 | $2,177 | $2,177 |
| ESSENTIAL UTILS INC | 2020-03-12 | 2021-11-23 | $15,105 | $12,297 | $2,808 | $2,808 |
| EXPEDITORS INTERNATIONAL OF WASHINGTON | 2019-10-03 | 2021-11-23 | $13,607 | $8,269 | $5,338 | $5,338 |
| FACTSET RESEARCH SYSTEMS | 2019-07-16 | 2021-11-23 | $26,218 | $16,174 | $10,044 | $10,044 |
| FIRST TRUST EXCHANGE | 2019-05-20 | 2021-11-23 | $83,797 | $84,140 | -$343 | -$343 |
| FIRSTSERVICE CORP | 2020-07-23 | 2021-12-29 | $25,304 | $14,734 | $10,570 | $10,570 |
| HORMEL FOODS CORP | 2019-10-14 | 2021-11-23 | $4,174 | $3,920 | $254 | $254 |
| IMPINJ INC | 2020-07-23 | 2021-12-29 | $9,636 | $3,255 | $6,381 | $6,381 |
| INTERCONTINENTAL EXCHANGE INC | 2020-03-12 | 2021-11-23 | $19,596 | $12,878 | $6,718 | $6,718 |
| JOHNSON & JOHNSON | 2020-02-27 | 2021-11-23 | $14,585 | $12,095 | $2,490 | $2,490 |
| META PLATFORMS INC CLASS A | 2015-09-29 | 2021-12-29 | $10,275 | $2,635 | $7,640 | $7,640 |
| NATIONAL RETAIL PROPERTIES | 2020-03-17 | 2021-11-23 | $5,524 | $4,966 | $558 | $558 |
| NEXTERA ENERGY INC | 2019-11-07 | 2021-11-23 | $3,677 | $2,386 | $1,291 | $1,291 |
| PRICE T ROWE GROUPS | 2019-05-23 | 2021-11-23 | $24,240 | $12,148 | $12,092 | $12,092 |
| PROGYNY INC COM | 2020-07-23 | 2021-12-29 | $28,318 | $14,806 | $13,512 | $13,512 |
| RAPID7 INC | 2020-07-23 | 2021-12-29 | $6,241 | $2,940 | $3,301 | $3,301 |
| RAYTHEON TECHNOLOGIES CORP | 2020-03-18 | 2021-07-19 | $10,559 | $8,343 | $2,216 | $2,216 |
| REPUBLIC SERVICES INC | 2019-08-02 | 2021-11-23 | $14,322 | $9,019 | $5,303 | $5,303 |
| RESMED INC | 2020-01-31 | 2021-11-23 | $8,637 | $4,685 | $3,952 | $3,952 |
| SMUCKER J M CO | 2020-06-24 | 2021-11-23 | $16,488 | $14,564 | $1,924 | $1,924 |
| STRYKER CORPORATION | 2020-03-18 | 2021-11-23 | $15,499 | $10,200 | $5,299 | $5,299 |
| WALGREENS BOOTS ALLIANCE INC | 2020-02-28 | 2021-11-23 | $12,847 | $13,645 | -$798 | -$798 |
| WASTE CONNECTIONS INC | 2019-07-05 | 2021-11-23 | $8,492 | $5,885 | $2,607 | $2,607 |
| DEFENDER CAPITAL PARTNERS | $60,205 | $60,205 | $60,205 | |||
| DEFENDER CAPITAL PARTNERS | $40,976 | $40,976 | $40,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $298,936 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,027 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,027 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $965 | OverpaymentAmt |
| Applied To ES Tax | $965 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3368826806 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2024 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| H DEAN SINK | ||||||||
| PO BOX 2024 | HIGH POINT | NC | 27261 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CARL F MICKEY JR | ||||||||
| 6641 MENDENHALL ROAD | ARCHDALE | NC | 27263 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MATTHEW D SINK | ||||||||
| PO BOX 2024 | HIGH POINT | NC | 27261 | SECRETARY/TREASURER | 2.00 | $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 | $1,283,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,054 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,308,593 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,308,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,629 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,288,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,448 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,448 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,027 | TotalTaxAmt |
| Distributable Before Adj | $60,421 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,421 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,421 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $122,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $122,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $13,778 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,097 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,355 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $207,168 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $122,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,952 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $269,120 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $269,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,778 | ExcessFromYear4Amt |
| Excess From Year3 | $64,097 | ExcessFromYear3Amt |
| Excess From Year2 | $62,355 | ExcessFromYear2Amt |
| Excess From Year1 | $66,938 | ExcessFromYear1Amt |
| Excess From Current Year | $61,952 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H DEAN SINK | ContributingManagerNm |
| Contributing Manager | CARL F MICKEY JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CHILDRESS INSTITUTE | ||||||||
| WAKE FOREST BAPTIST MEDICAL CENTER | MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27199 | N/A | PC | TO SUPPORT DISCOVERY AND SHARING THE BEST WAYS TO PREVENT AND TREAT SEVERE INJURIES IN CHILDREN. | $1,000 |
| COMMUNITY CLINIC OF HIGH POINT | ||||||||
| PO BOX 5607 | HIGH POINT | NC | 27261 | N/A | PC | TO SUPPORT PROVIDING QUALITY ACUTE CARE AND CHRONIC DISEASE MANAGEMENT FOR ELIGIBLE ADULTS, AGED 18-64, WHO RESIDE IN ARCHDALE, HIGH POINT, JAMESTOWN, AND TRINITY AND DO NOT QUALIFY FOR ANY FORM OF GOVERNMENT OR PRIVATE INSURANCE. | $1,000 | |
| GO FAR | ||||||||
| PO BOX 6041 | HIGH POINT | NC | 27262 | N/A | NC | PROGRAM SUPPORT TO COMBAT CHILDHOOD OBESITY AND PROVIDE A COMPREHENSIVE FITNESS PROGRAM TO CHILDREN OF ALL ABILITIES. | $5,000 | |
| HORSEPOWER THERAPEUTIC LEARNING CENTER | ||||||||
| 8001 LEABOURNE ROAD | COLFAX | NC | 27235 | N/A | PC | TO SUPPORT THERAPEUTIC RIDING PROGRAMS FOR THOSE WITH PHYSICAL, SOCIAL, PHYSIOLOGICAL AND INTELLECTUAL DISABILITIES. | $10,000 | |
| HOSPICE OF THE PIEDMONT | ||||||||
| 1801 WESTCHESTER DRIVE | HIGH POINT | NC | 27262 | N/A | PC | EMPOWERING AND ENRICHING THE LIVES OF INDIVIDUALS AND FAMILIES IN THE COMMUNITY. | $2,000 | |
| JDRF | ||||||||
| 216 W MARKET STREET STE B | GREENSBORO | NC | 27401 | N/A | PC | TO ACCELERATE BREAKTHROUGHS TO CURE, PREVENT AND TREAT TYPE I DIABETES. | $5,000 | |
| OPEN DOOR MINISTRIES | ||||||||
| 400 N CENTENNIAL STREET | HIGH POINT | NC | 27262 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| PROSPECT UNITED METHODIST CHURCH | ||||||||
| 5553 PROSPECT STREET | HIGH POINT | NC | 27263 | N/A | NC | PROGRAM SUPPORT | $500 | |
| ROC SOLID FOUNDATION | ||||||||
| 5164 WEST MILITARY HIGHWAY STE 100 | CHESAPEAKE | VA | 23321 | N/A | NC | PROGRAM SUPPORT TO FUND RESEARCH INTO CANCER AND ASSIST CHILDREN DIAGNOSED WITH CANCER. | $25,000 | |
| TOM FINCH COMMUNITY YMCA | ||||||||
| 1010 MENDENHALL STREET | THOMASVILLE | NC | 27360 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| UNITED WAY OF GREATER HIGH POINT | ||||||||
| 815 PHILLIPS AVENUE | HIGH POINT | NC | 27262 | N/A | PC | DEVELOP COMMUNITY RESOURCES AND PARTNERSHIP THAT SUPPORT A BROAD ARRAY OF CRITICAL HEALTH AND HUMAN SERVICE NEEDS IN THE COMMUNITY. | $70,373 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,373 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,693 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $298,936 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $314,910 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $314,910 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| H DEAN SINK | |||||||
| 1 | PO BOX 2024 | HIGH POINT | NC | 27261 | $105,255 | Yes (X) | |
| CARL F MICKEY JR | |||||||
| 2 | 6641 MENDENHALL ROAD | ARCHDALE | NC | 27263 | $102,240 | Yes (X) | |
| MATTHEW D SINK | |||||||
| 3 | PO BOX 2024 | HIGH POINT | NC | 27261 | $10,000 | Yes (X) | |
| MICKEY TRUCK BODIES INC | |||||||
| 4 | PO BOX 2024 | HIGH POINT | NC | 27261 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 117 SHARES OF CERENCE INC | $8,802 | 2021-12-08 |
| 1 | 107 SHARES OF PLANET FITNESS | $9,402 | 2021-12-08 |
| 1 | 77 SHARES OF SITEONE LANDSCAPE SUPPLY | $18,655 | 2021-12-08 |
| 1 | 130 SHARES OF FIRSTSERVICE CORP | $25,634 | 2021-12-08 |
| 1 | 547 SHARES OF PROGYNY INC | $27,708 | 2021-12-08 |
| 1 | 108 SHARES OF IMPINJ INC | $8,904 | 2021-12-08 |
| 1 | 52 SHARES OF RAPID7 INC | $6,150 | 2021-12-08 |
| 2 | 50 SHARES OF AON PLC CLASS A | $15,027 | 2021-12-07 |
| 2 | 100 SHARES OF APPLE INC | $16,996 | 2021-12-07 |
| 2 | 40 SHARES OF DANAHER CORP | $12,565 | 2021-12-07 |
| 2 | 95 SHARES OF WALT DISNEY CO | $14,368 | 2021-12-07 |
| 2 | 30 SHARES OF META PLATFORMS INC | $9,713 | 2021-12-07 |
| 2 | 100 SHARES QUALCOMM INC | $18,164 | 2021-12-07 |
| 2 | 100 SHARES OF APPLIED MATERIALS INC | $15,407 | 2021-12-07 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SS INVESTMENT ACCT #3406 | $360,455 | $0 | $0 |
| SS INVESTMENT ACCT #1641 | $84,056 | $0 | $0 |
| SS INVESTMENT ACCT #3836 | $0 | $828,728 | $952,175 |
| DEFENDER CAPITAL PARTNERS | $674,535 | $724,927 | $724,927 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON INVESTMENTS | Desc |
| Amt | $159,579 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $5,209 | $5,209 | $0 |
| K-1 PORTFOLIO DEDUCTIONS | $14,688 | $14,688 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 - PORTFOLIO INCOME | Desc |
| Revenue And Expenses Per Books | $281 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $281 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $281 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MICKEY TRUCK BODIES INC | |||
| PO BOX 2024 | HIGH POINT | NC | 27261 |
| H DEAN SINK | |||
| PO BOX 2024 | HIGH POINT | NC | 27261 |
| CARL F MICKEY JR | |||
| 6641 MENDENHALL ROAD | ARCHDALE | NC | 27263 |
| MATTHEW D SINK | |||
| PO BOX 2024 | HIGH POINT | NC | 27261 |
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