HILLSDALE FUND INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HILLSDALE FUND INC (EIN 56-6057433)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202243159349101009
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T08:49:27-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200404082 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | 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 | 566057433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLSDALE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 3365748696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PIEDMONT TRUST CO PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISE MCCOY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3365748696 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LOUISE | PersonFirstNm |
| Person Last | MCCOY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC DUTTON | PreparerPersonNm |
| PTIN | P01218304 | PTIN |
| Phone | 3362745471 | 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 | $39,800,724 | 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 | $940 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $940 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $531,245 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $3,248,933 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,060,612 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$394 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,089,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,780,724 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $76,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $76,600 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,364 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,364 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $400 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Net Invst Incm | $67,366 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $90,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,276 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,843 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,744 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,744 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $150 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $150 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $170,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $471,348 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,524 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $357,443 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $566,265 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $130,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,476,736 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,476,736 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,834,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $566,265 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,607,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$744,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,214,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,864 | CashBOYAmt |
| Cash EOY | $48,356 | CashEOYAmt |
| Cash EOYFMV | $48,356 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $287,169 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $565,453 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $565,453 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $27,936,569 | OtherAssetsBOYAmt |
| Other Assets EOY | $29,666,860 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,186,915 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,269,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,280,669 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,800,724 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $28,269,602 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,280,669 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,269,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,280,669 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,269,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,280,669 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,269,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$744,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,815,903 | OtherIncreasesAmt |
| Subtotal | $31,341,281 | SubtotalAmt |
| Other Decreases | $1,060,612 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,280,669 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| PAIF LLC-ST LOSS | P | 2021-01-01 | 2021-12-31 | $241,687 | -$241,687 | -$241,687 | |
| PAIF LLC-LT GAIN | P | 2020-01-01 | 2021-12-31 | $3,499,490 | $3,499,490 | $3,499,490 | |
| PAIF LLC-SECTION 1231 GAIN | P | 2020-01-01 | 2021-12-31 | $8,944 | $8,944 | $8,944 | |
| PAIF LLC-SECTION 1256 LOSS | P | 2021-01-01 | 2021-12-31 | $7,126 | -$7,126 | -$7,126 | |
| PAIF LLC-SECTION 1256 LOSS | P | 2020-01-01 | 2021-12-31 | $10,688 | -$10,688 | -$10,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,248,933 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,681 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,681 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,681 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,008 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $57,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,008 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,327 | OverpaymentAmt |
| Applied To ES Tax | $20,327 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | PIEDMONT TRUST COMPANY | IndividualWithBooksNm |
| Phone | 3365748669 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GREEN VALLEY RD STE 203 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | 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 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE L DUFOURNIER | ||||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM L R SMITH | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET R WHITE | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EUDORA L RICHARDSON | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LUNSFORD R SMITH | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SION A BONEY III | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARGARET W GALLAGHER | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAURINDA L DOUGLAS | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN PETER GALLAGHER | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LOUISE B MCCOY | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BARBARA R EVANS | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES L RICHARDSON | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARTIN M BONEY | ||||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CALI C SMITH | ||||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLINE S PRYOR | ||||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SCOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC DIR/SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $76,600 | CompensationAmt |
| Employee Benefits | $2,364 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $158,275 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,810,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $623,836 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,434,374 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,434,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $591,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,842,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,942,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,942,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,681 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $91,331 | IncomeTaxAmt |
| Total Tax | $136,012 | TotalTaxAmt |
| Distributable Before Adj | $1,806,131 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,806,131 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,806,131 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,607,361 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,607,361 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,806,131 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,362,586 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,607,361 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,362,586 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $244,775 | 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 | $1,561,356 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY SCOTT HILLSDALE FUND INC PIEDM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3362745471 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETED APPLICATION WITH A COPY OF INTERNAL REVENUE SERVICE EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES VARY EACH YEAR, ONE IN SPRING AND ONE IN FALL | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE MEDICAL MINISTRY INC | |||||||
| 101 DONALD ROSS DR | RALEIGH | NC | 27610 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| ANGEL WATCHING OVER ME INC | |||||||
| 3 N FEDERAL HWY | DANIA BEACH | FL | 33004 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| ANIMAL PROTECTION SOCIETY-FRIDAY HARBOR | |||||||
| PO BOX 1355 | FRIDAY HARBOR | WA | 98250 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| BACKPACK BEGINNINGS | |||||||
| 1852 BANKING ST 9024 | GREENSBORO | NC | 27408 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $40,000 |
| BASIC HEALTH INTERNATIONAL | |||||||
| 6425 LIVING PL 2ND FLOOR | PITTSBURGH | PA | 15206 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| BLUE RIDGE WILDLIFE CENTER | |||||||
| 106 ISLAND FARM LN | BOYCE | VA | 22620 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| CENTER FOR CHILD AND FAMILY HEALTH INC | |||||||
| 1121 W CHAPEL HILL ST SUITE 100 | DURHAM | NC | 27701 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| CHESAPEAKE BAY TRUST | |||||||
| 108 SEVERN AVENUE | ANNAPOLIS | MD | 21403 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $40,000 |
| CLEAN MIAMI BEACH INC | |||||||
| 2395 LAKE PANCOAST DR APT 10 | MIAMI BEACH | FL | 33140 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| COMMUNITY FOUNDATION FOR NANTUCKET | |||||||
| PO BOX 204 | NANTUCKET | MA | 02554 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| COMMUNITY FOUNDATION OF HARRISONBURY & ROCKINGHAM COUNTY | |||||||
| PO BOX 1068 | HARRISONBURG | VA | 22803 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| CONCORD COMMUNITY CENTER | |||||||
| 645 WALTER GRISSOM RD | KITTRELL | NC | 27544 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $13,000 |
| DENISON UNIVERSITY | |||||||
| 100 W COLLEGE ST | GRANVILLE | OH | 43023 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| ELKIN VALLEY TRAILS ASSOCIATION | |||||||
| PO BOX 91 | ELKIN | NC | 28621 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| FARMER FOODSHARE INC | |||||||
| 902 N MANGUM ST | DURHAM | NC | 27701 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| FAUQUIER FREE CLINIC INC | |||||||
| 35 ROCK POINTE LN | WARRENTON | VA | 20186 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| FELLOWSHIP HALL INC | |||||||
| 5140 DUNSTAN RD | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| FLAGSHIP DETROIT FOUNDATION | |||||||
| 110 MOSBY CT | SHELBYVILLE | TN | 37160 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $22,000 |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $40,000 |
| FOOTHILLS HOUSING CORPORATION | |||||||
| 47 GARRETT STREET 205 | WARRENTON | VA | 20186 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| FOUNDATION MEDICI | |||||||
| 9350 E MARKET ST | WARREN | OH | 44484 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| FRIENDS OF THE NC STATE MUSEUM OF NATURAL SCIENCES | |||||||
| PO BOX 26928 | RALEIGH | NC | 27611 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| GEORGETOWN UNIVERSITY-AMERICAN STUDIES PROGRAM | |||||||
| DEPARTMENT NUMBER 0734 | WASHINGTON | DC | 20073 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| GIRLS ROCK AUSTIN | |||||||
| PO BOX 300897 | AUSTIN | TX | 78703 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 WEST GATE CITY BLVD | GREENSBORO | NC | 27406 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| HABITAT FOR HUMANITY OF GREATER GREENSBORO INC | |||||||
| 1031 SUMMIT AVE SUITE 2W-2 | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| HAITI OUTREACH MINISTRIES | |||||||
| PO BOX 71042 | DURHAM | NC | 27722 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| HEALING TRANSITIONS INTERNATIONAL INC | |||||||
| 1251 GOODE STREET | RALEIGH | NC | 27603 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| HELENE FOUNDATION | |||||||
| 13200 STRICKLAND RD SUITE 114-308 | RALEIGH | NC | 27613 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| HISTORIC PRESERVATION FOUNDATION OF NORTH CAROLINA INC | |||||||
| PO BOX 27644 | RALEIGH | NC | 27611 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| HOSPICE OF WAKE COUNTY INC | |||||||
| 250 HOSPICE CIRCLE | RALEIGH | NC | 27607 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| HOUSE OF MERCY INC | |||||||
| PO BOX 808 | BELMONT | NC | 28012 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,575 |
| HOUSTON IMMIGRATION LEGAL SERVICES COLLABORATIVE | |||||||
| 515 POST OAK BLVD 1000 | HOUSTON | TX | 77027 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $35,000 |
| LOCUST PROJECTS INC | |||||||
| 3852 NORTH MIAMI AVENUE | MIAMI | FL | 33127 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| MADE4ME INC | |||||||
| 5540 ATLANTIC SPRINGS RD SUITE 101 | RALEIGH | NC | 27616 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $7,500 |
| MAGNOLIA HOUSE FOUNDATION INC | |||||||
| PO BOX 5817 | GREENSBORO | NC | 27406 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| MIAMI DIAPER BANK INC | |||||||
| 4770 BISCAYNE BOULEVARD SUITE 980 | MIAMI | FL | 33137 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| MOC BEAGLES INC | |||||||
| PO BOX 346 | MIDDLEBURG | VA | 20118 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| MOSES H CONE MEMORIAL HOSPITAL OPERATING CORP | |||||||
| 1200 NORTH ELM ST | GREENSBORO | NC | 27401 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| NANTUCKET ATHENEUM | |||||||
| 1 INDIA STREET | NANTUCKET | MA | 02554 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| NANTUCKET CONSERVATION FOUNDATION INC | |||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UNITED STATES | |||||||
| 2600 VIRGINIA AVENUE NW SUITE 1100 | WASHINGTON | DC | 20037 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| NCSU CAMPUS BOX 7406 | RALEIGH | NC | 276957406 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| NORTH CAROLINA WILDLIFE FEDERATION INC | |||||||
| 1346 SAINT JULIEN PL | CHARLOTTE | NC | 28205 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| OCTAGON HOUSE RESTORATION INC | |||||||
| PO BOX 357 | ENGELHARD | NC | 27824 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $38,500 |
| ORCA BEHAVIOR INSTITUTE | |||||||
| 573 WESTCOTT DR | FRIDAY HARBOR | WA | 98250 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| OURAY ICE PARK INC | |||||||
| PO BOX 1058 | OURAY | CO | 81427 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| PIEDMONT ENVIRONMENTAL COUNCIL | |||||||
| PO BOX 460 | WARRENTON | VA | 20188 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| PLAINS COMMUNITY LEAGUE | |||||||
| PO BOX 432 | THE PLAINS | VA | 20198 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| REBUILDING TOGETHER OF THE TRIANGLE | |||||||
| 200 TRANS AIR DR SUITE 200 | MORRISVILLE | NC | 27560 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| REEVES DOWNTOWN SCHOOL OF MUSIC INC | |||||||
| 549 WEST MAIN ST | ELKIN | NC | 28621 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| ROCK AND ROLL HALL OF FAME AND MUSEUM INC | |||||||
| 1100 ROCK ROLL BLVD | CLEVELAND | OH | 44114 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| ROSIE'S PLACE INC | |||||||
| 899 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| SAINT MARY'S SCHOOL | |||||||
| 900 HILLSBOROUGH ST | RALEIGH | NC | 27603 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| SALEM BAND | |||||||
| 500 SOUTH CHURCH ST | WINSTONSALEM | NC | 27101 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $7,000 |
| SEAL HARBOR VILLAGE IMPRVMT SOCIETY INC | |||||||
| PO BOX 171 | SEAL HARBOR | ME | 04675 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| SECOND HARVEST FOOD BANK OF OF NORTHWEST NORTH CAROLINA INC | |||||||
| 3655 REED STREET | WINSTONSALEM | NC | 27107 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| SOUTHEAST RURAL COMMUNITY ASSISTANCE PROJECT INC | |||||||
| 347 CAMPBELL AVE SW | ROANOKE | VA | 24016 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 WEST MAIN ST SUITE 14 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| SPECIAL KIDS INC | |||||||
| 2132 E MAIN ST | MURFREESBORO | TN | 37130 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $18,661 |
| SR3-SEA LIFE RESPONSE REHABILITATION & RESEARCH | |||||||
| 2003 SOUTH 216TH ST 98811 | DES MOINES | WA | 98198 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| SUNDARI FOUNDATION INC | |||||||
| 217 NW 15TH ST | MIAMI | FL | 33136 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS | |||||||
| 133 E DE LA GUERRA 306 | SANTA BARBARA | CA | 93101 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,500 |
| TAMMY LYNN MEMORIAL FOUNDATION | |||||||
| 739 CHAPPELL DR | RALEIGH | NC | 27606 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| TRUMBULL NEIGHBORHOOD PARTNERSHIP | |||||||
| 736 MAHONING AVE NW | WARREN | OH | 44483 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| UNITED ARTS COUNCIL OF GREENSBORO | |||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| UNITED WAY OF GREATER GREENSBORO | |||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| 208 W FRANKLIN ST CAMPUS BOX 6100 | CHAPEL HILL | NC | 27516 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| UNIVERSITY OF WASHINGTON-UW MEDICINE | |||||||
| 850 REPUBLICAN ST | SEATTLE | WA | 98109 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $35,000 |
| VIRGINIA EASTERN SHORE LAND TRUST | |||||||
| 36076 LANKFORD HWY | BELLE HAVEN | VA | 23306 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| VIRGINIA ORGANIZING INC | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $1,500 |
| WOODBERRY FOREST SCHOOL | |||||||
| 117 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $80,000 |
| YMCA OF THE TRIANGLE AREA INC | |||||||
| 801 CORPORATE CENTER DR SUITE 200 | RALEIGH | NC | 27607 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $32,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,476,736 | 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 | $940 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,403 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,060,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,089,955 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,089,955 | 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 | BANK CUSTODY FEES | CategoryTxt |
| Amt | $275 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $400 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $400 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIEDMONT ASSOCIATES INVESTMENT FUND LLC | $24,555,067 | $26,285,358 | $35,849,682 |
| PIMCO LOW DURATION FUND | $3,381,502 | $3,381,502 | $3,337,233 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAIF DISTRIBUTIONS | Desc |
| Amt | $1,060,612 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EQUIPMENT | $794 | $0 | $794 |
| COMPUTER SERVICES | $6,291 | $0 | $6,291 |
| INSURANCE | $4,258 | $0 | $4,258 |
| ACCTG,CHARITABLE & GRANT ADMINISTRATION | $158,000 | $142,200 | $15,800 |
| UTILITIES | $1,340 | $0 | $1,340 |
| PA LLC-OTHER EXPENSES | $0 | $329,148 | $0 |
| PA LLC-CHARITABLE CONTRIBUTIONS | $0 | $0 | $41 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT FUND DISTRIBUTIONS | $1,060,612 | $0 | $1,060,612 |
| PAIF LLC OTHER INCOME | -$394 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAIF LLC K-1 ADJUSTMENTS | Desc |
| Amt | $3,815,903 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $0 | $27,276 | $0 |
| STATE INCOME TAXES PAID | $5,706 | $0 | $0 |
| PAYROLL TAXES | $5,843 | $0 | $5,843 |
| FEDERAL EXCISE AND UNRELATED BUSINESS TAXES | $78,678 | $0 | $0 |
Comments