TUCKER HEART SOUL MIND AND STRENGTH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TUCKER HEART SOUL MIND AND STRENGTH FOUNDATION (EIN 85-2784027)
- Tax period
- 2021-08-23 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202243159349101994
- Schema version
- 2021v4.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T15:00:23-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-08-23 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852784027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUCKER HEART SOUL MIND AND STRENGTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 0 | BusinessNameControlTxt |
| Phone | 2124938000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BBH CO 140 BROADWAY PB-TAX S | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN TUCKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2124938000 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,405,659 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,427,922 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,318 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,318 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,470,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,344,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,470,506 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $7,904,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,476,824 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $745 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $745 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $99 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $99 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $844 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $980,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $980,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $981,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $980,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,923,402 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,475,980 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2,492,711 | CashEOYAmt |
| Cash EOYFMV | $2,492,711 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock EOY | $132,266 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $176,175 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $750,035 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $749,343 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $3,375,012 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,418,229 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $3,375,012 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,375,012 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,375,012 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $6,923,402 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,923,402 | SubtotalAmt |
| Other Decreases | $3,548,390 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,375,012 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2200. APPLE COMPUTER INC | 2010-08-05 | 2021-10-06 | $309,078 | $20,552 | $288,526 | $288,526 | |
| 5040. APPLE COMPUTER INC | 2021-11-02 | $753,878 | $103,879 | $649,999 | $649,999 | ||
| 12500. BLACKROCK SCIENCE & TECH II CLOSED-END F | 2020-11-13 | 2021-11-02 | $526,300 | $358,450 | $167,850 | $167,850 | |
| 10000. BLACKROCK SCIENCE & TECH II CLOSED-END F | 2019-06-26 | 2021-11-02 | $421,040 | $193,308 | $227,732 | $227,732 | |
| 447. MASTERCARD INCORPORATED | 2014-01-15 | 2021-11-02 | $147,496 | $36,817 | $110,679 | $110,679 | |
| 1500. MICROSOFT CORP | 2021-11-02 | $497,051 | $37,934 | $459,117 | $459,117 | ||
| 1000. NIKE INC CL B | 1999-06-30 | 2021-09-24 | $150,759 | $6,500 | $144,259 | $144,259 | |
| 3000. NIKE INC CL B | 1999-06-30 | 2021-10-06 | $444,553 | $19,500 | $425,053 | $425,053 | |
| 1900. NIKE INC CL B | 2021-11-02 | $317,226 | $41,675 | $275,551 | $275,551 | ||
| 8000. SKECHERS USA INC-CL A COM STK | 1999-08-23 | 2021-10-06 | $329,999 | $18,336 | $311,663 | $311,663 | |
| 1500. SKECHERS USA INC-CL A COM STK | 2014-04-16 | 2021-11-02 | $70,372 | $17,329 | $53,043 | $53,043 | |
| 1758. VISA INC- CL.A SHARES | 2008-03-18 | 2021-11-02 | $369,278 | $19,338 | $349,940 | $349,940 | |
| CAPITAL GAIN DIVIDENDS | $7,094 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,094 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,094 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,094 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,094 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,094 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,094 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,094 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,094 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,094 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,094 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,094 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,470,506 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,316 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,316 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,316 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $659 | EsPenaltyAmt |
| Tax Due | $48,975 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN & CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124938000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT B TUCKER | ||||||
| 2201 TRINITY CHURCH ROAD | CONCORD | NC | 28202 | SECRETARY | 1 | $0 |
| CAROLYN C TUCKER | ||||||
| 2201 TRINITY CHURCH ROAD | CONCORD | NC | 28202 | PRESIDENT | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $478,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $370,744 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $849,433 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $849,433 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $836,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,316 | TotalTaxAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $980,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $980,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $980,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $980,500 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $980,500 | 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 | $980,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $980,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| KANNAPOLIS BIBLE TEACHING ASSOCIATION | ||||||||
| PO BOX 987 | KANNAPOLIS | NC | 28082 | NONE | PC | GENERAL | $1,600 | |
| CABARRUS VOCATIONAL OPPORTUNITIES | ||||||||
| 107 COMMERCIAL PARK DR SW | CONCORD | NC | 28027 | NONE | PC | GENERAL | $2,000 | |
| THE SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL | $2,500 | |
| BAPTISH CHILDREN'S HOME OF NC | ||||||||
| 100 BOONE DR | THOMSVILLE | NC | 27360 | NONE | PC | GENERAL | $600,000 | |
| HABITAT FOR HUMANITY CABARRUS COUNTY | ||||||||
| 8 CHURCH ST S | CONCORD | NC | 28025 | NONE | PC | GENERAL | $1,000 | |
| NAZARETH CHILDRENS HOME | ||||||||
| 725 CRESCENT RD | ROCKWELL | NC | 28138 | NONE | PC | GENERAL | $1,000 | |
| COUNTRY CHRISTMAS TRAIN | ||||||||
| 1072 CRANFORD RD | DENTON | NC | 27239 | NONE | PC | GENERAL | $5,000 | DENTON FARMPARK |
| CABARRUS COUNTY EDUCATION FOUNDATION | ||||||||
| 4401 OLD AIRPORT RD | CONCORD | NC | 28025 | NONE | PC | GENERAL | $1,000 | |
| CABARRUS WOMEN'S CENTER | ||||||||
| 163 WINECOFF AVE NW | CONCORD | NC | 28025 | NONE | PC | GENERAL | $40,000 | |
| CONCORD SCHOOL BIBLE TEACHING ASSOCIATIO | ||||||||
| PO BOX 431 | CONCORD | NC | 28026 | NONE | PC | GENERAL | $1,400 | |
| COOPERATIVE CHRISTIAN MINISTRY | ||||||||
| PO BOX 1717 | CONCORD | NC | 280261717 | NONE | PC | GENERAL | $250,000 | |
| CVAN WOMEN'S PROGRAM | ||||||||
| PO BOX 1749 | CONCORD | NC | 28026 | NONE | PC | GENERAL | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $980,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,318 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,470,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,476,824 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,476,824 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| ROBERT B TUCKER REV LIV TRUST | ||||||
| 1 | PO BOX 648 | CONCORD | NC | 28026 | $662,360 | Yes (X) |
| ROBERT B TUCKER REV LIV TRUST | ||||||
| 2 | PO BOX 648 | CONCORD | NC | 28026 | $313,830 | Yes (X) |
| ROBERT B TUCKER REV LIV TRUST | ||||||
| 3 | PO BOX 648 | CONCORD | NC | 28026 | $339,920 | Yes (X) |
| ROBERT B TUCKER REV LIV TRUST | ||||||
| 4 | PO BOX 648 | CONCORD | NC | 28026 | $460,935 | Yes (X) |
| ROBERT B TUCKER REV LIV TRUST | ||||||
| 5 | PO BOX 648 | CONCORD | NY | 28026 | $65,490 | Yes (X) |
| ROBERT B TUCKER REV LIV TRUST | ||||||
| 6 | PO BOX 648 | CONCORD | NC | 28026 | $415,170 | Yes (X) |
| ROBERT B TUCKER REV LIV TRUST | ||||||
| 7 | PO BOX 648 | CONCORD | NC | 28026 | $318,860 | Yes (X) |
| ROBERT B TUCKER REV LIV TRUST | ||||||
| 8 | PO BOX 648 | CONCORD | NC | 28026 | $933,525 | Yes (X) |
| ROBERT B TUCKER REV LIV TRUST | ||||||
| 9 | PO BOX 648 | CONCORD | NC | 28026 | $738,612 | Yes (X) |
| ROBERT B TUCKER REV LIV TRUST | ||||||
| 10 | PO BOX 648 | CONCORD | NC | 28026 | $179,220 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4,000 SHARES NIKE | $662,360 | 2021-08-19 |
| 2 | 2,200 SHARES APPLE | $313,830 | 2021-10-01 |
| 3 | 8,000 SHARES SKETCHERS | $339,920 | 2021-10-01 |
| 4 | 1,500 SHARES MICROSOFT | $460,935 | 2021-10-18 |
| 5 | 1,500 SHARES SKECHERS | $65,490 | 2021-10-18 |
| 6 | 1,800 SHARES VISA | $415,170 | 2021-10-18 |
| 7 | 2,000 SHARES NIKE | $318,860 | 2021-10-18 |
| 8 | 22,500 SHARES BLACKROCK | $933,525 | 2021-10-18 |
| 9 | 5,040 SHARES APPLE | $738,612 | 2021-10-18 |
| 10 | 500 SHARES MASTERCARD | $179,220 | 2021-10-18 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMAZON.COM INC | $7,178 | $6,669 |
| BOOKING HOLDINGS INC COM STK | $2,195 | $2,399 |
| BROWN-FORMAN CORP CLASS B | $3,206 | $3,206 |
| DOLLAR GENERAL CORP COM STK | $2,724 | $2,830 |
| NIKE INC CL B | $1,088 | $16,667 |
| SHERWIN WILLIAMS CO | $3,262 | $3,522 |
| STARBUCKS CORP | $3,577 | $3,743 |
| COLGATE PALMOLIVE CO | $3,022 | $3,328 |
| COSTCO WHOLESALE CORP | $4,817 | $5,109 |
| DIAGEO PLC-SPONSORED ADR | $2,866 | $3,082 |
| NESTLE S A SPONS ADR | $2,386 | $2,527 |
| BERKSHIRE HATHAWAY INC CL B | $7,968 | $8,372 |
| ARTHUR J GALLAGHER & CO | $6,686 | $6,956 |
| PROGRESSIVE CORP OHIO | $4,268 | $4,619 |
| S&P GLOBAL INC COM STK | $3,710 | $3,775 |
| ABBOT LABORATORIES | $3,989 | $4,363 |
| BAXTER INTL INC | $2,857 | $3,176 |
| THERMO FISHER SCIENTIFIC INC | $3,861 | $4,003 |
| ZOETIS INC COM STK | $7,083 | $7,809 |
| ALCON INC COM STK | $5,493 | $5,837 |
| COPART INC COM STK | $6,107 | $6,065 |
| GRACO INC COMMON STOCK | $2,832 | $2,983 |
| AO SMITH CORP COM STK | $3,757 | $4,035 |
| WASTE MANAGEMENT INC | $3,629 | $3,672 |
| KLA CORPORATION | $2,865 | $3,011 |
| MASTERCARD INCORPORATED | $4,365 | $19,044 |
| VISA INC-CL A SHARES | $462 | $9,102 |
| CELANESE CORP COM STK | $4,751 | $4,874 |
| LINDE PLC COM STK | $6,516 | $6,929 |
| ALPHABET INC CL C | $14,746 | $14,468 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BBH LIMITED DURATION FUND | AT COST | $350,000 | $349,273 |
| BARES BBH WS | AT COST | $100,000 | $100,000 |
| ALTAROCK BBH WS | AT COST | $100,000 | $100,000 |
| BBH PARTNER FUND - INTERNATION | AT COST | $100,000 | $100,035 |
| SELECT EQUITY BBH WS | AT COST | $100,035 | $100,035 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUST CONTRIBTED ASSETS TO COST | $3,548,389 |
| ROUNDING | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $745 | Amt |
| Net Investment Income | $745 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ROBERT B TUCKER REV LIV TRUST | |||
| PO BOX 648 | CONCORD | NC | 28026 |
| ROBERT B TUCKER REV LIV TRUST | |||
| PO BOX 648 | CONCORD | NC | 28026 |
| ROBERT B TUCKER REV LIV TRUST | |||
| PO BOX 648 | CONCORD | NC | 28026 |
| ROBERT B TUCKER REV LIV TRUST | |||
| PO BOX 648 | CONCORD | NC | 28026 |
| ROBERT B TUCKER REV LIV TRUST | |||
| PO BOX 648 | CONCORD | NY | 28026 |
| ROBERT B TUCKER REV LIV TRUST | |||
| PO BOX 648 | CONCORD | NC | 28026 |
| ROBERT B TUCKER REV LIV TRUST | |||
| PO BOX 648 | CONCORD | NC | 28026 |
| ROBERT B TUCKER REV LIV TRUST | |||
| PO BOX 648 | CONCORD | NC | 28026 |
| ROBERT B TUCKER REV LIV TRUST | |||
| PO BOX 648 | CONCORD | NC | 28026 |
| ROBERT B TUCKER REV LIV TRUST | |||
| PO BOX 648 | CONCORD | NC | 28026 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $27 | $27 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $72 | $72 | $0 |
Comments