VITAL CARE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
VITAL CARE CHARITABLE FOUNDATION INC (EIN 59-3756797)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349105355
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T13:23:01-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11415 VANTAGE PARK DRIVE SUITE 500AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28203ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593756797EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VITAL CARE CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVITABusinessNameControlTxt
Phone8035692812PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14500 12TH STREET EXTENSIONAddressLine1Txt
CityWEST COLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29172ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL STONERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8035692812PhoneNum
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastSTONERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELE N MELCHIORPreparerPersonNm
PTINP00488037PTIN
Phone7046323500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,133,224FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$51,260ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,858DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,742DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$20,365NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,267,605GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,890OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$41,643TotalRevAndExpnssAmt
Total Net Invst Incm$8,742TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$43TaxesRevAndExpnssAmt
Taxes Net Invst Incm$43TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,980OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,879OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$101OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,023TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,922TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$101TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,773TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,922TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,851TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,130ExcessRevenueOverExpensesAmt
Net Investment Income$3,820NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38,717CashBOYAmt
Cash EOY$178,016CashEOYAmt
Cash EOYFMV$178,016CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,257SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$499SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$499SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$860,761CorporateStockBOYAmt
Corporate Stock EOY$954,709CorporateStockEOYAmt
Corporate Stock EOYFMV$954,709CorporateStockEOYFMVAmt
Total Assets BOY$904,735TotalAssetsBOYAmt
Total Assets EOY$1,133,224TotalAssetsEOYAmt
Total Assets EOYFMV$1,133,224TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$904,735RetainedEarningBOYAmt
Retained Earning EOY$1,133,224RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$904,735TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,133,224TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$904,735TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,133,224TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$904,735TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,130ExcessRevenueOverExpensesAmt
Other Increases$230,619OtherIncreasesAmt
Subtotal$1,133,224SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,133,224TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STCG FROM SALE OF SECURITIES$1,087,866$1,120,143-$32,277-$32,277
LTCG FROM SALE OF SECURITIES$179,739$167,827$11,912$11,912
FieldValueIRS element (for citing)
Capital Gain Net Income-$20,365CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$53InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$53SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$53TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$109EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$609TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$556OverpaymentAmt
Applied To ES Tax$556AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDANIEL STONERIndividualWithBooksNm
Phone8035692812PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14500 12TH STREET EXTENSIONAddressLine1Txt
CityWEST COLUMBIACityNm
State AbbreviationSCStateAbbreviationCd
ZIP29172ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM P KENNEDY
4500 12TH STREET EXTENSIONWEST COLUMBIASC29172PRESIDENT0.10$0$0$0
COURTNEY K MCGOWAN
4500 12TH STREET EXTENSIONWEST COLUMBIASC29172VICE PRESIDENT0.10$0$0$0
ASHLEY K WHITMER
4500 12TH STREET EXTENSIONWEST COLUMBIASC29172SECRETARY0.10$0$0$0
LOU W KENNEDY
4500 12TH STREET EXTENSIONWEST COLUMBIASC29172DIRECTOR0.10$0$0$0
DANIEL STONER
4500 12TH STREET EXTENSIONWEST COLUMBIASC29172TREASURER0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$838,776AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$51,154AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$889,930TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$889,930AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,349CashDeemedCharitableAmt
Net Vl Noncharitable Assets$876,581NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,829MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,829MinimumInvestmentReturnAmt
Tax Based On Investment Income$53TaxBasedOnInvestmentIncomeAmt
Total Tax$53TotalTaxAmt
Distributable Before Adj$43,776DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$43,776DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$43,776DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,851ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,851QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,851AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,776DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$122,521ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$17,927ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$106,954ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$59,239ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$306,641TotalExcessDistributionCyovAmt
Qualifying Distributions$28,851QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,851AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$14,925ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$14,925ExcessDistributionCyovAppCYAmt
Total Corpus$291,716TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$291,716ExcessDistriCyovToNextYrAmt
Excess From Year4$107,596ExcessFromYear4Amt
Excess From Year3$17,927ExcessFromYear3Amt
Excess From Year2$106,954ExcessFromYear2Amt
Excess From Year1$59,239ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LEXINGTON COUNTY SCHOOL DISTRICT TWO
100 TARRAR SPRINGS ROADLEXINGTONSC29072NONEPCFURTHERANCE OF CHARITABLE PURPOSE$10,000
SC ADVOCATES FOR AGRICULTURE - FTFB
724 KNOX ABBOTT DRIVECAYCESC29033NONEPCFURTHERANCE OF CHARITABLE PURPOSE$1,000
SOUTH CAROLINA ARTS FOUNDATION
1026 SUMTER STREET SUITE 200COLUMBIASC29201NONEPCFURTHERANCE OF CHARITABLE PURPOSE$2,500
COMMUNITIES IN SCHOOLS OF THE MIDLANDS
PO BOX 8884COLUMBIASC29202NONEPCFURTHERANCE OF CHARITABLE PURPOSE$5,000
ASSISTANCE TO INDIVIDUALS
ASSISTANCE TO INDIVIDUALSWEST COLUMBIASC29172NONEIMEDICAL ASSISTANCE TO 1 INDIVIDUAL$1,000
CAMP COLE
1519 RICHLAND STCOLUMBIASC29201NONEPCFURTHERANCE OF CHARITABLE PURPOSE$2,000
LEXINGTON WILDCATS ATHLETIC BOOSTER CLUB
103 CLEVER LANELEXINGTONOH44904NONEPCFURTHERANCE OF CHARITABLE PURPOSE$1,000
CAPITAL CITY CLUB
PO BOX 9818WASHINGTONDC200168818NONEPCFURTHERANCE OF CHARITABLE PURPOSE$500
MFC
673-675 CLINTON AVENEWARKNJ071081435NONEPCFURTHERANCE OF CHARITABLE PURPOSE$250
CURING KIDS CANCER
PO BOX 862123MARIETTAGA30062NONEPCFURTHERANCE OF CHARITABLE PURPOSE$500
CRU
PO BOX 628222ORLANDOFL32862NONEPCFURTHERANCE OF CHARITABLE PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,858ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$20,365ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Exclusion$1,890ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$9,617ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$9,617TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
WILLIAM P KENNEDY
1218 CAPTAINS WATCHLEXINGTONSC290726677$44,910Yes (X)
PORTAL CAPITAL LLC
210810 SW TUALATIN SHERWOOD RDTUALATINOR97062$6,350Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$954,709EOYBookValueAmt
EOYFMV$954,709EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$4,879$4,879$0
OFFICE SUPPLIES$101$0$101

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Revenue And Expenses Per Books$1,890RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,890AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$230,619Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$43Amt
Net Investment Income$43NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.