BETA

HORTON FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HORTON FAMILY FOUNDATION INC (EIN 27-4171977)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-01
IRS object ID
202113059349100906
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)
Return2021-11-01T09:58:41-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN562058877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WESLEY M MEASAMER CPA PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1115 REGENCY BLVDAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP27834ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN274171977EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HORTON FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHORTBusinessNameControlTxt
Phone2524142579PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1527 LONGMEADOW ROADAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP27858ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH LOYD HORTON IIIPersonNm
Person TitlePRES / TREASURERPersonTitleTxt
Phone2524142579PhoneNum
Signature2021-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPHPersonFirstNm
Person LastLOYD HORTON IIIPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWESLEY M MEASAMER CPAPreparerPersonNm
PTINP00227839PTIN
Phone2523531355PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$1,507,085FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$94,538ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$435InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$435InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,797DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,797DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,289NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$240,078GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$270OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$129,481TotalRevAndExpnssAmt
Total Net Invst Incm$35,962TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,500LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,850AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,925OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,197OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,478TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,478TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$36TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$36TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,789TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,061TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$98,189TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,061TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$31,292ExcessRevenueOverExpensesAmt
Net Investment Income$12,901NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$303CashBOYAmt
Cash EOY$226CashEOYAmt
Cash EOYFMV$226CashEOYFMVAmt
Sav And Temp Cash Invst BOY$118,292SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,792SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,792SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$782,613CorporateStockBOYAmt
Corporate Stock EOY$909,622CorporateStockEOYAmt
Corporate Stock EOYFMV$1,031,293CorporateStockEOYFMVAmt
Corporate Bonds BOY$77,517CorporateBondsBOYAmt
Corporate Bonds EOY$68,995CorporateBondsEOYAmt
Corporate Bonds EOYFMV$80,097CorporateBondsEOYFMVAmt
Other Investments BOY$241,057OtherInvestmentsBOYAmt
Other Investments EOY$263,439OtherInvestmentsEOYAmt
Other Investments EOYFMV$386,677OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,219,782TotalAssetsBOYAmt
Total Assets EOY$1,251,074TotalAssetsEOYAmt
Total Assets EOYFMV$1,507,085TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,219,782NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,251,074NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,219,782TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,251,074TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,219,782TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,251,074TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,219,782TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$31,292ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,251,074SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,251,074TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STCG/L-COVERED SEE ATTACHEDP2020-12-31$109,707$117,674-$7,967-$7,967
STCG/L-NONCOVERED SEE ATTACHEDP2020-12-31$69,278$71,581-$2,303-$2,303
LTCG/L-COVERED SEE ATTACHEDP2020-12-31$46,709$52,112-$5,403-$5,403
CAPITAL GAINS DIVIDENDSP$14,384$14,384$14,384
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,289CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$179InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$179SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$179TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$179TaxDueAmt

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
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLLOYD HORTONIndividualWithBooksNm
Phone2524142579PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1527 LONGMEADOW ROADAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP27858ZIPCd
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 PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12014UndistributedIncomePY1Yr
Undistributed Income PY22013UndistributedIncomePY2Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH LOYD HORTON III
527 LONGMEADOW RDGREENVILLENC27858PRE/TREASURER1.00$0$0$0
DOROTHY JAMISON HORTON
527 LONGMEADOW RDGREENVILLENC27858VP/SECRETARY0.50$0$0$0
CAROLYN CHRISTIAN HORTON
527 LONGMEADOW RDGREENVILLENC27858VP/ASST SECR0.50$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PROVIDE FUNDING ONLY TO SECTION 501(C)(3) CHARITABLE ORGANIZATIONS IN NEED OF SUPPORT.Description1Txt
Expenses1$0Expenses1Amt

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$1,111,389AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,018AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$386,677FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,507,084TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,507,084AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,606CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,484,478NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,224MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,224MinimumInvestmentReturnAmt
Tax Based On Investment Income$179TaxBasedOnInvestmentIncomeAmt
Total Tax$179TotalTaxAmt
Distributable Before Adj$74,045DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$74,045DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$74,045DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,400QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$72,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$74,045DistributableAsAdjustedAmt
Undistributed Income PY$52,365UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Total For Prior Years$16,859TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$72,400QualifyingDistributionsAmt
Applied To Year1$52,365AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,035AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$16,859PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$16,859Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$54,010UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH LOYD HORTON IIIContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSEPH LOYD HORTON IIIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1527 LONGMEADOW RDAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP27858ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2524142579RecipientPhoneNum
Form And Info And MaterialsWRITTEN COMPREHENSIVE LISTING OF THE ORGANIZATION'S INFORMATION AND THE CHARITABLE NEEDS OF THE ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPOSSIBLE DONEE ORGANIZATIONS ARE LIMITED TO CHARITABLE ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE ORGANIZATION MUST USE THE CONTRIBUTED FUNDS TO PROMOTE RELIGIOUS, SCIENTIFIC, EDUCATIONAL AND OTHER CHARITABLE PURPOSES WITHIN THE STATE OF NORTH CAROLINARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC
CAMPUS BOX 7474RALEIGHNC27695N/A501(C)3ASSIST WITH SUPPORTING FINANCIAL ASSISTANCE,LIBRARIES,VARIOUS COLLEGES WITHIN THE UNIVERSITY$70,000
UNIVERSITY CITY KIWANIS CLUB -KIWANIS SANTA PROJECT
621 W FIRE TOWER RDWINTERVILLENC28590N/A501(C)3SUPPORT SANTA PROJECT FOR CHILDREN OF THE BOYS & GIRLS CLUB$200
ST PAUL'S EPISCOPAL CHURCH
401 EAST FOURTH STGREENVILLENC27858N/A509(A) (1)LEGACY FUND FOUNDATION$2,000
THE SALVATION ARMY
MEMORIAL DRGREENVILLENC27836N/A501(C)3TO ASSIST WITH FAMILIES IN NEED.$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$435ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,797ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,289ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$34,943ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,943TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4N/A
5N/A
8N/A

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOSEPH LOYD HORTON IIIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1LONGMEADOW RDAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP27858ZIPCd
FieldValueIRS element (for citing)
Total Contributions$94,538TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,850Amt
Net Investment Income$2,850NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK AMER CORP$25,000$35,175
GOLDMAN SACHS (SX5E MPCD ISS GS)$25,000$26,025
PNC FINANCIAL VAR PFD$7,229$7,150
REINSURANCE GRPS6.2%$4,824$4,895
US BANCORP PFD$6,942$6,852

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
LOCKHEED MARTIN CORP$149,266$248,486
AIR PRODUCT & CHEMICALS$24,537$29,508
AMERICAN ELECTRIC POWER INC$17,614$16,654
CISCO SYSTEMS INC$21,628$17,990
EDISON INTL$12,049$11,433
HOME DEPOT INC$16,290$20,453
ILLINOIS TOOL WORKS INC$8,585$11,825
INVESCO TR II$33,009$34,991
INVESCO TR II FUND HI YIELD$18,705$19,187
ISHARES 7-10 YR TREASURY BD$20,607$20,991
ISHARES 20+YEAR TREASURY BD$18,045$19,716
ISHARES 1-3 YR TREASURY BD$6,600$6,738
ISHARES MBS ACQ'D TAX LOTS$72,757$74,007
LAMAR ADVERTISING CO NEW$14,506$14,813
NATIONAL RETAIL PPTYS INC$19,042$14,772
PEOPLE'S UNITED FINANCIAL$15,670$12,193
PFIZER INCORP ACQ'D NET TAX LOTS$15,197$14,209
PIMCO 0-5 YR HI YIELD CORP BD$8,288$8,152
PROCTER & GAMBLE CO$14,942$18,506
PROGRESSIVE CORP OHIO$24,610$29,367
ROCKWELL AUTOMATION INC$8,836$13,795
SPDR BLOOMBERG BARCLAYS SHRT TERM HI$46,039$45,869
SPDR SER TR BLOOMBERG BARCLAYS HI YLD ACQ'D NET TAX LOTS$74,035$75,169
SPIRE INC$16,244$12,488
US BANKCORP NEW$14,164$12,579
V F CORPORATION$22,492$22,634
VANGUARD INTERM TERM CORP BOND$9,065$9,714
VANGUARD LONG TERM CORP BOND$20,011$22,880
VANGUARD SHORT TERM CORP BD$10,336$10,656
VERIZON COMMUNICATIONS$9,654$10,046
WALMART INC$19,450$25,226
WATSCO INC$11,823$16,538
XCEL ENERGY INC$17,415$19,268
XTRACKERS USD HIGH YLD$38,047$41,675
CHEVRON CORP$15,606$11,654
EXON MOBILE CORP$15,097$9,439
INTEL CORP$18,381$16,640
INVESCO TR II TAXABLE MUN$10,162$10,151
VIATRIS INC$818$881

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMER FUNDS NEWAT COST$248,439$371,677
FIDELITY FD TREASURY ONLYAT COST$15,000$15,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,500LegalFeesAmt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescENERGY TRANSFER PARNERS LPDesc
Revenue And Expenses Per Books$0RevenueAndExpensesPerBooksAmt
Net Investment Income-$270NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADMINISTRATIVE FEESCategoryTxt
Amt$16,925Amt
Net Investment Income$14,197NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJOSEPH LOYD HORTONIIIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1527 LONGMEADOW RDAddressLine1Txt
CityGREENVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP27858ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$4,478Amt
Net Investment Income$4,478NetInvestmentIncomeAmt
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.