MARGARET C WOODSON FOUNDATION INCORPORATED: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET C WOODSON FOUNDATION INCORPORATED (EIN 56-6064938)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202243149349101999
- 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 Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T13:31:25-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | 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 | 566064938 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET C WOODSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 7049734500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYSSA FEDERICO | PersonNm |
| Person Title | VP & DIRECTOR OF FINANCE - FFTC | PersonTitleTxt |
| Phone | 7049734500 | PhoneNum |
| Signature | 2022-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALYSSA | PersonFirstNm |
| Person Last | FEDERICO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 7043771678 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $472,080 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $885,698 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $885,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,000 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,888 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,888 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,613 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $267 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,346 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,576 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,309 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,057,087 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,057,087 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,143,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,143,396 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$257,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,089,291 | CashBOYAmt |
| Cash EOY | $472,080 | CashEOYAmt |
| Cash EOYFMV | $472,080 | CashEOYFMVAmt |
| Total Assets BOY | $1,089,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $472,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $472,080 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $359,246 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $359,246 | 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 | $730,045 | RetainedEarningBOYAmt |
| Retained Earning EOY | $472,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $730,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $472,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,089,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $472,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $730,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$257,965 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $472,080 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $472,080 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALYSSA FEDERICO | IndividualWithBooksNm |
| Phone | 7049734500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| MARY HOLT WOODSON MURPHY | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | CHAIR | 2.00 | $6,200 | $0 | $0 |
| DR NILOUS M AVERY II | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| JOHN BE CUNNINGHAM | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| PATRICIA HOBSON JOHNSON | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| WILLIAM G JOHNSON JR | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| JAMES W DAVIS | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| DONALD D SAYERS | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| ROBERT P SHAY JR | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| PAUL B WOODSON JR | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $0 | $0 |
| MARLENE BOGER SHAMEL | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $4,000 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $826,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $826,810 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $826,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,402 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $814,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,720 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $40,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,720 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,143,396 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,143,396 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $915,657 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $894,687 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $953,395 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,019,886 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $988,012 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,771,637 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,143,396 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,102,676 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,874,313 | 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 | $915,657 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,958,656 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $894,687 | ExcessFromYear4Amt |
| Excess From Year3 | $953,395 | ExcessFromYear3Amt |
| Excess From Year2 | $1,019,886 | ExcessFromYear2Amt |
| Excess From Year1 | $988,012 | ExcessFromYear1Amt |
| Excess From Current Year | $1,102,676 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION FOR THE CAROLINAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7049734500 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 2ND | SubmissionDeadlinesTxt |
| Restrictions On Awards | SOLELY FOCUSED ON DAVIE & ROWAN COUNTIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABUNDANT LIVING ADULT DAY SERVICES INC | ||||||||
| PO BOX 947 | SALISBURY | NC | 28145 | N/A | PC | PARTNERS FOR WELL-BEING PROJECT | $3,500 | |
| ADVOCACY CENTER OF DAVIE COUNTY INC | ||||||||
| 261 SOUTH MAIN STREET | MOCKSVILLE | NC | 27028 | N/A | PC | CLIENT ASSISTANCE FOR HOUSING AND UTILITIES | $8,000 | |
| APPLESEED EARLY CHILDHOOD EDUCATION INC | ||||||||
| 118-B S MAIN STREET | SALISBURY | NC | 28144 | N/A | PC | APSEED PROJECT | $15,000 | |
| ARC OF NORTH CAROLINA INC | ||||||||
| 343 E SIX FORKS ROAD 300HEADQUARTER | RALEIGH | NC | 27609 | N/A | PC | EDUCATIONAL ADVOCACY PROGRAM - TRAID REGION | $8,000 | |
| BELL TOWER GREEN INC | ||||||||
| PO BOX 4242 | SALISBURY | NC | 28145 | N/A | PC | FINISH CONSTRUCTION OF BELL TOWER GREEN PARK | $25,000 | |
| CAPSTONE RECOVERY CENTER INC | ||||||||
| 418 WEST INNES STREET | SALISBURY | NC | 28144 | N/A | PC | SUBSTANCE ABUSE AND MENTAL HEALTH TREATMENT PROGRAM | $10,000 | |
| CATAWBA COLLEGE | ||||||||
| 2300 W INNES STREET | SALISBURY | NC | 281442488 | N/A | PC | SCHOLARSHIP SUPPORT- ROWAN AND DAVIE COUNTY STUDENTS | $75,000 | |
| CHILDREN'S HOPE ALLIANCE | ||||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | N/A | PC | TRANSITIONAL LIVING RENOVATION | $75,000 | |
| COMMUNITIES IN SCHOOLS OF ROWAN COUNTY | ||||||||
| 204 E INNES STREET 240 | SALISBURY | NC | 28144 | N/A | PC | VOLUNTEER TRAINER AND COORDINATOR | $10,000 | |
| COMMUNITY CARE CLINIC OF ROWAN COUNTY INC | ||||||||
| 315-G MOCKSVILLE AVENUE | SALISBURY | NC | 28144 | N/A | PC | GENERAL OPERATING EXPENSES - FREE MEDICAL, DENTAL, PHARMACY | $50,000 | |
| COMMUNITY FOUNDATION OF DAVIE COUNTY INC | ||||||||
| PO BOX 546 | MOCKSVILLE | NC | 27028 | N/A | PC | IGNITE DAVIE (REISSUE FOR STOP/LOST CHECK 2646) | $15,000 | |
| COMMUNITY FOUNDATION OF DAVIE COUNTY INC | ||||||||
| PO BOX 546 | MOCKSVILLE | NC | 27028 | N/A | PC | IN HONOR OF BILL JOHNSON | $2,500 | |
| DAVIDSON COLLEGE | ||||||||
| BOX 7170OFFICE OF CORPORATE | DAVIDSON | NC | 28035 | N/A | PC | 2021-22 MARGARET C. WOODSON SCHOLARSHIP | $75,000 | FOUNDATION RELATIONS |
| DAVIDSON COUNTY COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| PO BOX 1287 | LEXINGTON | NC | 272931287 | N/A | PC | DAVIDSON-DAVIE COMMUNITY COLLEGE'S WOODSON SCHOLARSHIPS | $8,000 | |
| DAVIE COUNTY ARTS COUNCIL | ||||||||
| 622 N MAIN STREET | MOCKSVILLE | NC | 27028 | N/A | GOV | ARTS IN EDUCATION | $8,000 | |
| DAVIE COUNTY NORTH CAROLINA | ||||||||
| 123 SOUTH MAIN STREETADMINISTRATION | MOCKSVILLE | NC | 27028 | N/A | GOV | DAVIE DOMESTIC VIOLENCE SERVICES & RAPE CRISIS CENTER - AGENCY OPERATION FUNDING | $17,500 | BUILDING |
| DAVIE COUNTY SENIOR SERVICES | ||||||||
| 278 MERONEY STREET | MOCKSVILLE | NC | 27028 | N/A | GOV | CAREGIVER SUPPORT PROGRAM | $7,000 | |
| DAVIE FAMILY YMCA | ||||||||
| 215 CEMETERY STREET | MOCKSVILLE | NC | 27028 | N/A | PC | ANNUAL IMPACT FUND | $8,500 | |
| DRAGONFLY HOUSE CHILDREN'S ADVOCACY CENTER | ||||||||
| 387 VALLEY ROAD | MOCKSVILLE | NC | 27028 | N/A | PC | COMMUNITY OUTREACH & EDUCATION | $17,500 | |
| FAITHFUL FRIENDS ANIMAL SANCTUARY INC | ||||||||
| 220 GRACE CHURCH ROAD | SALISBURY | NC | 28147 | N/A | PC | MANDATORY SPAY/NEUTER PRGRAM AND VETERINARY CARE | $10,000 | |
| FAMILIES FIRST-NC INC | ||||||||
| 135 MOCKSVILLE AVENUE 2 | SALISBURY | NC | 28144 | N/A | PC | COURT CHILD CARE CENTER -2021 | $10,000 | |
| FAMILY CRISIS COUNCIL OF ROWAN INC | ||||||||
| 502 N LONG STREET | SALISBURY | NC | 28144 | N/A | PC | FAMILY CRISIS COUNCIL OF ROWAN OPERATING SUPPORT | $37,000 | |
| FAMILY PROMISE OF DAVIE COUNTY | ||||||||
| P O BOX 1536 | MOCKSVILLE | NC | 27028 | N/A | PC | HOMELESSNESS PREVENTION AND SHELTER DIVERSION | $8,000 | |
| FOOTPRINTS IN THE COMMUNITY | ||||||||
| 1175 WALTON PLACE | SALISBURY | NC | 28146 | N/A | PC | FOOTPRINTS SUMMER THERAPY CAMP | $5,000 | |
| HABITAT FOR HUMANITY OF ROWAN COUNTY | ||||||||
| P O BOX 3356 | SALISBURY | NC | 281453356 | N/A | PC | RESTORE TRUCK PURCHASE | $10,000 | |
| HAPPY ROOTS INC | ||||||||
| 1015 POTNECK ROAD | SALISBURY | NC | 28147 | N/A | PC | TOGETHER GARDENS - SCHOOL GARDEN PROGRAMMING | $3,000 | |
| HAPPY'S FARM INC | ||||||||
| 985 PARKS ROAD | SALISBURY | NC | 28146 | N/A | PC | THE NEW HOPES 2021 PROJECT | $5,137 | |
| HARDISON UNITED METHODIST CHURCH | ||||||||
| 1630 JERICHO CHURCH ROAD | MOCKSVILLE | NC | 27028 | N/A | PC | SUNMER FOOD BAGS | $8,000 | |
| HISTORIC SALISBURY FOUNDATION INC | ||||||||
| PO BOX 4221 | SALISBURY | NC | 28144 | N/A | PC | DR. JOSEPHUS HALL HOUSE MUSEUM MAINTENANCE MITIGATION | $3,000 | |
| HOOD THEOLOGICAL SEMINARY | ||||||||
| 1810 LUTHERAN SYNOD DRIVE | SALISBURY | NC | 28144 | N/A | PC | CENTER FOR CHAPLAINCY AT HOOD THEOLOGICAL SEMINARY | $16,000 | |
| HUMANE SOCIETY OF DAVIE COUNTY | ||||||||
| 291 EATON ROAD | MOCKSVILLE | NC | 27028 | N/A | PC | COMMUNITY PET SPAY/NEUTER PROJECT | $10,000 | |
| HUMANE SOCIETY OF ROWAN COUNTY INC | ||||||||
| PO BOX 295 | SALISBURY | NC | 281450295 | N/A | PC | THE MARGARET C. WOODSON SPAY/NEUTER AND VACCINE PROGRAM | $15,000 | |
| JUST HOPE INC | ||||||||
| PO BOX 1114 | COOLEEMEE | NC | 27014 | N/A | PC | WOMEN LEAD PROGRAM | $5,000 | |
| LEE STREET THEATRE | ||||||||
| PO BOX 201 | SALISBURY | NC | 28145 | N/A | PC | LEE STREET SEASON 14 SUPPORT | $5,000 | |
| LINEBERGER COMPREHENSIVE CANCER CENTER | ||||||||
| CAMPUS BOX 7295 SCHOOL OF MEDICINE | CHAPEL HILL | NC | 275997295 | N/A | PC | SCHOOL OF MEDICINE IN MEMORY OF DONALD D. SAYERS | $500 | |
| LIVINGSTONE COLLEGE | ||||||||
| 701 WEST MONROE STREET | SALISBURY | NC | 28144 | N/A | PC | LIVINGSTONE COLLEGE #2541 - ANNUAL SCHOLARSHIP ASSISTANCE | $25,000 | |
| MAIN STREET MISSION OF CHINA GROVE INC | ||||||||
| 306 S MAIN STREET | CHINA GROVE | NC | 28023 | N/A | PC | TRAUMA THERAPY PROVISION FOR UNINSURED, LOW-INCOME FAMILIES. | $6,000 | |
| MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NC | ||||||||
| 217 E TREMONT AVENUE | CHARLOTTE | NC | 28203 | N/A | PC | REACH EVERY CHILD IN DAVIE & ROWAN | $5,000 | |
| MARY BALDWIN UNIVERSITY | ||||||||
| PO BOX 1500 C/O DEVELOPMENT OFFICE | STAUNTON | VA | 244021500 | N/A | PC | WOODSON 1ST SCHOLARS PROGRAM | $75,000 | |
| MEALS ON WHEELS OF ROWAN INC | ||||||||
| PO BOX 1914 | SALISBURY | NC | 281451914 | N/A | PC | MEALS AND GROCERIES | $25,000 | |
| MUDDY SNEAKERS INC | ||||||||
| PO BOX 146 | BREVARD | NC | 28712 | N/A | PC | MUDDY SNEAKERS PROGRAMMING AND EVALUATION FOR ROWAN-SALISBURY SCHOOLS | $15,000 | |
| NAZARETH CHILDREN'S HOME INC | ||||||||
| PO BOX 1438 | ROCKWELL | NC | 28138 | N/A | PC | SUBSTANCE USE/MENTAL HEALTH TREATMENT IN ROWAN COUNTY | $10,000 | |
| NORTH CAROLINA SYMPHONY SOCIETY INC | ||||||||
| 3700 GLENWOOD AVENUE 130 | RALEIGH | NC | 27612 | N/A | PC | NORTH CAROLINA SYMPHONY'S ADOPT-A-SCHOOL PROGRAM | $3,500 | |
| NORTH CAROLINA TRANSPORTATION MUSEUM FOUNDATION | ||||||||
| PO BOX 69 | SPENCER | NC | 28159 | N/A | PC | CREATE/DEVELOP A SERIES OF VIRTUAL EDUCATIONAL PROGRAMMING. | $2,500 | |
| PARTNERS IN LEARNING CHILD DEVELOPMENT CENTER | ||||||||
| 2386 ROBIN ROAD | SALISBURY | NC | 28144 | N/A | PC | INCLUDE ME! PROGRAM | $10,000 | |
| PEDAL FACTORY INC | ||||||||
| PO BOX 2353 | SALISBURY | NC | 28145 | N/A | PC | YOUTH BICYCLING CAMPS | $4,000 | |
| PIEDMONT PLAYERS THEATRE INC | ||||||||
| PO BOX 762 | SALISBURY | NC | 28145 | N/A | PC | NORVELL THEATER YOUTH PROJECT | $5,000 | |
| POPS AT THE POST INC | ||||||||
| PO BOX 4639 | SALISBURY | NC | 28145 | N/A | PC | POPS AT THE POST EVENT - JUNE 2021 | $3,500 | |
| POWERCROSS | ||||||||
| 1133 W FRONT STREET | STATESVILLE | NC | 28677 | N/A | PC | THE AFTER-SCHOOL NOURISH PROGRAM | $5,000 | |
| PREVENT CHILD ABUSE ROWAN INC | ||||||||
| 130 WOODSON STREET | SALISBURY | NC | 28144 | N/A | PC | PREVENTION AND EDUCATION PROGRAM | $25,000 | |
| ROWAN COUNTY CROSBY SCHOLARS COMMUNITY PARTNERSHIP | ||||||||
| 225 NORTH MAIN STREET 102 | SALISBURY | NC | 28144 | N/A | PC | 2021 ROWAN CROSBY SCHOLARS | $13,000 | |
| ROWAN COUNTY LITERACY COUNCIL INC | ||||||||
| PO BOX 95 | SALISBURY | NC | 281450095 | N/A | PC | YOUTH LITERACY | $5,000 | |
| ROWAN COUNTY PREGNANCY COUNSELING CENTER INC | ||||||||
| 847 S MAIN STREET | SALISBURY | NC | 28144 | N/A | PC | 2020 CAPACITY BUILDING SUPPORT | $8,000 | |
| ROWAN HELPING MINISTRIES | ||||||||
| PO BOX 4026 | SALISBURY | NC | 281454026 | N/A | PC | CRISIS ASSISTANCE NETWORK - FINANCIAL ASSISTANCE | $50,000 | |
| ROWAN VOCATIONAL OPPORTUNITIES INC | ||||||||
| 2728 OLD CONCORD ROAD | SALISBURY | NC | 281461338 | N/A | PC | ROWAN VOCATIONAL OPPORTUNITIES ROOFING PROJECT | $42,450 | |
| ROWAN-CABARRUS COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 1595 | SALISBURY | NC | 281451595 | N/A | PC | REMOVING EDUCATIONAL BARRIERS: SCHOLARSHIPS AND EMERGENCY FUNDING | $20,000 | |
| ROWAN-CABARRUS YMCA | ||||||||
| 215 GUFFY STREET | SALISBURY | NC | 28145 | N/A | PC | 2021 SUMMER CAMP & 2021/2022 AFTER SCHOOL | $8,000 | |
| ROWAN-SALISBURY SCHOOL SYSTEM | ||||||||
| 314 N ELLIS STREET | SALISBURY | NC | 28144 | N/A | PC | PLANETARIUM MAINTANANCE & LASER PROJECTION UPGRADE | $15,000 | |
| SALISBURY ACADEMY | ||||||||
| 2210 JAKE ALEXANDER BOULEVARD NORTH | SALISBURY | NC | 281478965 | N/A | PC | REMOVING EDUCATIONAL BARRIERS - NEED BASED TUITION ASSISTANCE | $5,000 | |
| SALISBURY SYMPHONY INC | ||||||||
| 204 EAST INNES STREET 260 | SALISBURY | NC | 28144 | N/A | PC | NC SYMPHONY EDUCATION CONCERT 2021-2022 SEASON | $3,000 | |
| SAVING GRACE FARM INC | ||||||||
| 725 JACKSON ROAD | SALISBURY | NC | 28146 | N/A | PC | EQUINE ASSISTED PSYCHOTHERAPY PROGRAM | $11,000 | |
| SMART START OF DAVIE COUNTY INC | ||||||||
| 1278 YADKINVILLE ROAD | MOCKSVILLE | NC | 27028 | N/A | PC | TEACHER/PARENT SUPPORT DURING THE FIRST FIVE YEARS | $4,000 | |
| SPECIAL OLYMPICS NORTH CAROLINA INC | ||||||||
| 2200 GATEWAY CENTRE BLVD 201 | MORRISVILLE | NC | 27560 | N/A | PC | PARTNER UP POWER UP SPRING 2021 | $4,000 | |
| ST JOHN'S EVANGELICAL LUTHERAN CHURCH | ||||||||
| 200 W INNES STREET | SALISBURY | NC | 28144 | N/A | PC | ACADEMIC INTERVENTION AFTER-SCHOOL PROGRAM | $10,000 | |
| STOREHOUSE FOR JESUS | ||||||||
| 675 E LEXINGTON ROAD | MOCKSVILLE | NC | 27028 | N/A | PC | PROVIDING FREE MEDICAL CARE TO THOSE IN NEED | $25,000 | |
| WATERWORKS VISUAL ARTS CENTER INC | ||||||||
| 123 E LIBERTY STREET | SALISBURY | NC | 28144 | N/A | PC | ART FOR ALL: REIMAGINED | $5,000 | |
| WESTSIDE COMMUNITY FOUNDATION INC | ||||||||
| 719 S CALDWELL STREET | SALISBURY | NC | 28144 | N/A | PC | SHOOTING TOWARD S.T.E.A.M. | $15,000 | |
| YOUNG LIFE MINISTRIES | ||||||||
| PO BOX 4465 | SALISBURY | NC | 28145 | N/A | PC | SUMMER CAMPING EXPEREINCE SCHOLARSHIP FOR ROWAN COUNTY TEENAGERS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,057,087 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET C WOODSON TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O US TRUST CO 114 WEST 47TH STREE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $885,698 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION | CategoryTxt |
| Amt | $2,875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,875 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $1,025 | $0 | $0 | $1,025 |
| BANK FEES | $267 | $267 | $0 | $0 |
| POSTAGE | $321 | $0 | $0 | $321 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $38,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38,000 | DisbursementsCharitablePrpsAmt |
Comments