DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-12-07
IRS object ID
202243419349100504
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-12-07T13:52:49-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042508450PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1INCOME TAX ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17020 CENTRAL AVEAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337071213ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043368096EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONAHUE CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone7048777621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD C DONAHUEPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone7048777621PhoneNum
Signature2022-02-23SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARDPersonFirstNm
Person LastDONAHUEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD DONAHUE CPAPreparerPersonNm
PTINP00448233PTIN
Phone7273504612PhoneNum
Preparation2022-12-07PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,627,155FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,474ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$65,517DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,517DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$297,283NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$297,283GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$297,283CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$375,274TotalRevAndExpnssAmt
Total Net Invst Incm$362,800TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,072OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$1,072OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$881TaxesRevAndExpnssAmt
Taxes Adj Net Incm$881TaxesAdjNetIncmAmt
Trav Conf Meeting Rev And Expnss$12,000TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$12,000TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,110OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,110OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,063TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$881TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,182TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$469,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$469,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$487,113TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$881TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$486,232TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$111,839ExcessRevenueOverExpensesAmt
Net Investment Income$362,800NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$109,302CashBOYAmt
Cash EOY$114,418CashEOYAmt
Cash EOYFMV$114,418CashEOYFMVAmt
Corporate Stock BOY$1,076,725CorporateStockBOYAmt
Corporate Stock EOY$1,034,651CorporateStockEOYAmt
Corporate Stock EOYFMV$9,512,737CorporateStockEOYFMVAmt
Total Assets BOY$1,186,027TotalAssetsBOYAmt
Total Assets EOY$1,149,069TotalAssetsEOYAmt
Total Assets EOYFMV$9,627,155TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,186,027NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,149,069NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,186,027TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,149,069TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,186,027TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,149,069TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,186,027TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$111,839ExcessRevenueOverExpensesAmt
Other Increases$74,881OtherIncreasesAmt
Subtotal$1,149,069SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,149,069TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$297,283CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,043InvestmentIncomeExciseTaxAmt
Subtotal$5,043SubtotalAmt
Tax Based On Investment Income$5,043TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$49EsPenaltyAmt
Tax Due$5,092TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELE DUDLEYIndividualWithBooksNm
Phone7048777621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMICHELE DUDLEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1FUND THE OPERATIONS AND CONSTRUCTION EXPENSE OF A SCHOOL FOR THE BLIND AND VISUALLY IMPAIRED IN MUSANZE, RWANDA AND HOME FOR TRAFFICKING VICTIMS IN ECUADORDescription1Txt
Expenses1$57,500Expenses1Amt
Description2SUPPORT OF ALARM, AFRICAN LEADERSHIP AND RECONCILIATION MINISTRIES, WHICH PROVIDES EDUCATION, TRAINING AND COMMUNUITY TRANSFORMATION TO COUNTRIES IN EAST AFRICADescription2Txt
Expenses2$35,760Expenses2Amt
Description3DONOR ADVISED FUND CONTRIBUTION FOR FUTURE DISBURSEMENTDescription3Txt
Expenses3$35,000Expenses3Amt
Description4FUND THE WORK OF UNITED WORLD MISSION INCLUDING MISSIONARIES, FIELD LEADERSHIP AND GENERAL OPERATIONSDescription4Txt
Expenses4$27,100Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,063,389AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85,860AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,149,249TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$10,149,249AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$152,239CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,997,010NetVlNoncharitableAssetsAmt
Minimum Investment Return$499,851MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$499,851MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,043TaxBasedOnInvestmentIncomeAmt
Total Tax$5,043TotalTaxAmt
Distributable Before Adj$494,808DistributableBeforeAdjAmt
Distributable Before Ded$494,808DistributableBeforeDedAmt
Distributable As Adjusted$494,808DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$486,232ExpensesAndContributionsAmt
Qualifying Distributions$486,232QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$494,808DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$24,091ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,204ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$8,922ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$44,217TotalExcessDistributionCyovAmt
Qualifying Distributions$486,232QualifyingDistributionsAmt
Applied To Current Year$486,232AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$8,576ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,576ExcessDistributionCyovAppCYAmt
Total Corpus$35,641TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$35,641ExcessDistriCyovToNextYrAmt
Excess From Year4$15,515ExcessFromYear4Amt
Excess From Year3$11,204ExcessFromYear3Amt
Excess From Year1$8,922ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHELE DUDLEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Form And Info And MaterialsSTUDENT WE GRANT SCHOLARSHIP TO MUST COMPLETE AN INTERVIEW AND A SCHOLARSHIP APPLICATIONFormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
INSTITUTE FOR VISION RESEARCH
UNIVERSITY OF IOWAIOWA CITYIA52242IRD RESEARCH$10,000
UNIVERSITY OF RWANDA
UNIVERSITY OF RWANDABUTARE RWANDANC28203MEDICAL STUDENT SCHOLARSHIP$2,200
UNIVERSITY OF SOUTHERN CALIFORNIA
1031 W 34TH STLOS ANGELESCA90007SCHOOL SUPPORT$100
ELIZABETHTOWN COLLEGE
1 ALPHA DRIVEELIZABETHTOWNPA17022MINORITY SCHOLARSHIPS$5,000
CAMPUS CRUSADE
100 LAKE HART DRIVEORLANDOFL32832EVANGELISM$5,850
BEST BUDDIES
10020 MONROE ROADMATTHEWSNC28105CHILDREN WITH DISABILITIES$1,015
EDUCATION EQUALS HOPE
102 ACADEMY STREETFORT MILLSC29715CASA ADALIA & BLESSING SCHOOL$57,500
SEARCH MINISTRIES
1043 E MOREHEAD STCHARLOTTENC28204MISSIONARY SUPPORT$1,000
HOSKINS PARK MINISTRIES
107 CROMER STREETCHARLOTTENC28208FAMILY CRISIS ASSISTANCE$1,000
MINISTRY ALLIANCE
10801 JOHNSTON ROADCHARLOTTENC28226PRAYER SUPPORT$2,400
EARTH ENABLE-RWANDA
11 CANDLEBERRY LANEWESTONMA02493FLOORING SOLUTION$2,500
HEART MATH TUTORING
1100 S MINT STCHARLOTTENC28203CHILDREN'S TUTORING$1,000
OUR LITTLE ROSES
11173 GRIFFING BLVDBISCAYNE PARKFL33161ORPHAN HOME IN HONDURAS$1,030
BE THE BRIDGE
1151 HAMMOND DRIVEATLANTAGA30346RACIAL RECONCILIATION$5,000SUITE 240
NATIONAL CHRISTIAN FDN
11625 RAINWATER DRALPHARETTAGA30009DONOR ADVISED FND$35,000STE 500
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO809213668CHILD SPONSORSHIP$8,000
NACYE
1313 L ST NWWASHINGTON DCDC20005EARLY CHILDHOOD DEV$206STE 500
ALARM - RWANDA KENYA
14140 MIDWAY ROADDALLASTX75244AFRICAN MINISTRY$35,760
S I M
14830 CHOATE CIRCLECHARLOTTENC28273INTL CHILDRENS SUPPORT$1,200
CAROLINA BREAST FRIENDS
1607 E MOREHEAD STCHARLOTTENC28207BREAST CANCER PATIENT SUPPORT$2,000
TIDEWATER COMMUNITY COLLEGE
1700 COLLEGE CRESCENTVIRGINA BEACHVA23453MINORITY SCHOLARSHIPS$10,000
FASHION COMPASSIONBRAVEWORKS
1717 CLEVELAND AVECHARLOTTENC28203WOMEN'S EMPOWERMENT$26,809
HEALING HANDS OF JOY
1717 CLEVELAND AVECHARLOTTENC28203HELPING WOMEN WITH FISTUAL$7,500
THE MASTERS PROGRAM
17291 IRINE BLVDTUSTINCA92780WOMEN'S PROGRAM$1,000
MASSACHUSETTS ADOPTION RESOURCE EXC
19 NEEDHAM STNEWTONMA02461ADOPTION SUPPORT$10,000STE206
4 ROOTS FARM
1918 W PRINCETON ASTORLANDOFL32804SUSTAINABLE FARM AND FOOD INSECURITY$5,000
LOTUS CAMPAIGN
200 S COLLEGE STCHARLOTTENC28202AFFORDABLE HOUSING$5,000
UNITED WORLD MISSION
205 REGENCY EXECUTIVE PARCHARLOTTENC28217MISSIONARY SUPPORT$27,100
PLAYING FOR OTHERS
2205 E 5TH STCHARLOTTENC28204TEEN PROGRAM$1,000
HOPE INTERNATIONAL
227 GRANITE RUN DRIVELANCASTERPA17601MICROFINANCE$7,000SUITE 250
SEEDS OF HOPE
2301 SHERWOOD AVECHARLOTTENC28207STUDENT SCHOLARSHIPS$3,000
WOMEN'S IMPACT FUND
2525 DISTRIBUTION STCHARLOTTENC28203COLLECTIVE GIVING$1,300
STORYNOW
2726 SPRINGWAY DRIVECHARLOTTENC28205NON PROFIT VIDEO PRODUCTION$5,000
CHARLOTTE FAMILY HOUSING
300 HAWTHORNE LANECHARLOTTENC28204FAMILIES IN TRANSITION$9,036
SCHOLARSHIPS SCHOLAR EXPENSES
3000 SOMERSET DRIVECHARLOTTENC28209COLLEGE SCHOLARSHIPS & HOUSING GRANT$75
OTHER CHARITABLE GIVING
3000 SOMERSET DRIVECHARLOTTENC28209SUPPORT CHRILDREN & FAMILIES$780
NODA CHURCH
3025 NORTH DAVIDSONCHARLOTTENC28205CHURCH$6,500
SWEET PAWS
310 MAIN STGROVEWAYMA01834ANIMAL RESCUE$2,500
NATL MS RESEARCH
3101 INDUSTRIAL DRIVERALEIGHNC27609MS RESEARCH$5,000
MSPCA
350 SOUTH HUNTINGTON AVEBOSTONMA02130ANIMAL RESCUE$2,500
AIM
435 SOUTH TRYONCHARLOTTENC28202SCHOLARSHIP$1,150
ALZHEIMERS ASSN
4600 PARK ROAD SUITE 250CHARLOTTENC28209RESEARCH AND SUPPORT$5,000
COVENANT HOUSE
461 8TH AVENYNY10001CHILDRENS HOME$1,000
CHANGED CHOICES
501 HAWTHORNE LANECHARLOTTENC28204INCARCERATION RECOVERY WOMEN$3,000
JM CHARITABLE FOUNDATION
501 SILVERSIDE RDWILMINGTONDE19706CHARLOTTE PRAXIS GUILD$1,000
VOICES AMPLIFIED
5101 SANTA MONICA BLVDLOS ANGELESCA90029AFGHANISTAN WOMEN SUPPORT$5,200
SAVANNAH COLLEGE OF ART DESIGN
516 DRAYTON STSAVANNAHGA31401COLLEGE SCHOLARSHIP$6,332
THRIVE GLOBAL
5162 LINCREST DRIVECHARLOTTENC28211EDUCATION SUPPORT$7,555
THE SALVATIONS ARMY
534 SPRATT STREETCHARLOTTENC28206FAMILY SUPPORT$5,000
TOGETHER WE RISE
560 W LAMBERT AVEBREACA92821FOSTER CARE$10,000
WONDERFUND
600 WASHINGTON STBOSTONMA02111CHILDREN HOLIDAY DRIVE$1,000
COMMUNITY BUILDING INITIATIVE
601 E 5TH STCHARLOTTENC28202LOCAL HISTORY INITIATIVE$1,500
THE PARK MINISTRIES
6029 BEATTIES FORD ROADCHARLOTTENC28216CHURCH SUPPORT$6,000
THE GATHERING
6125 PALUXY DRIVETYLERTX75703PHILANTHROPY EDUCATION$10,000
INTERVARSITY
635 SCIENCE DRMADISONWI53711CAMPUS DISCIPLESHIP$1,200
WHOLEHEARTED WOMEN
6820 CLARK AVENUEPENNSAUKENNJ08110TRAUMA HEALING FOR WOMEN$5,000
METROLINA ASSN OF THE BLIND
704 LOUISE AVECHARLOTTENC28204SERVICES FOR VISUALLY IMPAIRED$5,000
FOUNDATION FIGHTING BLINDNESS
7168 COLUMBIA GATEWAY DRCOLUMBIAMD21046EYE DISEASE RESEARCH$10,250SUITE 100
FOREST HILL CHURCH
7224 PARK ROADCHARLOTTENC28209CHURCH$500
CAROLINA ROADRUNNER
811 SARDIS RD NCHARLOTTENC28270ETHIOPIA RELIEF$1,000
CHARLOTTE EAGLESMAI
8510 MCALPINE PARK DRIVECHARLOTTENC28211SOCCER SCHOLARSHIPS FOR AT RISK YOUT$500SUITE 109
CHARLOTTE RESCUE MISSION
907 WEST 1ST STREETCHARLOTTENC28202ADDICTION RECOVERY PROGRAM$10,000
FURNISH FOR GOOD
928 N COLLEGE STCHARLOTTENC28206FAMILIES IN TRANSITION$185
HANNAH'S ORPHAN HOME
ADDIS ABABAETHIOPIANC28209ORPHAN CHILDREN SUPPORT$5,000
WOMEN DOING WELL
PO BOX 17585RICHMONDVA23226ENCOURAGING GENEROSITY$15,000
URBAN MOSAIC
PO BOX 205WHEATONIL60187MEXICO CITY RENEWAL$10,000
RALEIGH RESCUE MISSION
PO BOX 27391RALEIGHNC27611HOMELESS SHELTER$1,000
HER FUTURE COALITION
PO BOX 3403SAINT AUGUSTINEFL32085TRAFFICKING VICTIM EDUCATION$2,500
VERITAS FORUM
PO BOX 380807CAMBRIDGEMA02238EDUCATIONAL PROGRAMS$8,250
LAKE JAMES ENVIRONMENTAL ASSN
PO BOX 430NEBONC28761CONSERVATION$100
MICHAEL J FOX FOUNDATION
PO BOX 4777NYNY10163PARKINSONS RESEARCH$500
SOCIAL GOOD
PO BOX 5473RICHMONDCA94805CROWD FUNDING$367
RESURECTION CHURCH BEIRUT
PRESIDENTIAL ROAD ST 6BEIRUT LEBANONNC28209INTERNATIONAL CHURCH SUPPORT$10,100ROAD 301 BUILDING 2B
AFRICA NEW LIFE RWANDA
SW TECH CENTER DRPORTLANDOR97223SCHOLARSHIPS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$469,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$65,517ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$297,283ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$362,800ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$362,800TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonMICHELE DUDLEYPersonNm
Short ExplanationNONEShortExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
G WILLI FOOD
ALIBABA GROUP$24,775$38,607
BYD$27,747$188,075
BANK OF AMERICA$25,200$26,694
BERKSHIRE HATHAWAY$268,547$1,151,150
IMAX$4,276$13,380
MARKEL$52,806$123,400
TPL$440,615$7,118,559
OROCOBRE LTD NV$22,553
G E$57,505$23,618
PAYPAL$34,268$132,006
TESLA$56,988$682,680
PALAMBIR$19,371$14,568

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$240$240
CONFERENCES$473$473
DUES & SUBSCRIPTIONS$361$361
EVENTS$779$779
INVESTMENT EXPENSES$28$28
OFFICE EXPENSE$1,157$1,157
PROFESSIONAL FEES$1,072$1,072

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCORRECTIONS PRIOR YEARDesc
Amt$74,881Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHERCategoryTxt
Amt$1,072Amt
Disbursements Charitable Prps$1,072DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmt
US TREASURY$700$700
FOREIGN TAXES$181$181

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