FOUNDATION FOR A HEALTHY HIGH POINT: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A HEALTHY HIGH POINT (EIN 46-2174223)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202113129349100101
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T01:18:38-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462174223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION FOR A HEALTHY HIGH POINT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 3368227740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET NO 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEAH PRICE | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 3368227740 | PhoneNum |
| Signature | 2021-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEAH | PersonFirstNm |
| Person Last | PRICE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2021-11-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $59,550,005 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $40,901 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,175,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,175,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,587,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,587,770 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,587,770 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,804,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,763,296 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $167,777 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,338 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $146,689 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $132,149 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,215 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $118,934 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,664 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,966 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,261 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,701 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,669 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,677 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $291,027 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188,954 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $102,073 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $131,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,438 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,745 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,456 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $6,339 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $634 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,705 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,525 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $417 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,269 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,025 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $403 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,892 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,075 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,073 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,724 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $910,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $278,107 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $523,969 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,579,444 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,783,511 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,489,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $278,107 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,307,480 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,314,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,485,189 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $250,055 | CashBOYAmt |
| Cash EOY | $232,421 | CashEOYAmt |
| Cash EOYFMV | $232,421 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $923,432 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,201,590 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,201,590 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $1,979,336 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $2,938,435 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $1,979,336 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $1,979,336 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,400 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,282 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,282 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $33,043,334 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,143,879 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,143,879 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,849,360 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,976,930 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,976,930 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $109,577 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,466 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $22,567 | LandBOYAmt |
| Land EOY | $12,111 | LandEOYAmt |
| Land EOYFMV | $12,111 | LandEOYFMVAmt |
| Other Assets BOY | $456 | OtherAssetsBOYAmt |
| Other Assets EOY | $456 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $456 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,032,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,550,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $59,550,005 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,258 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,949 | AccountsPayableEOYAmt |
| Grants Payable BOY | $250,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $100,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $105,142 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $160,415 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $358,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $274,364 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $55,673,639 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $59,275,641 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,673,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,275,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,032,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,550,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,673,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,314,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,989 | OtherIncreasesAmt |
| Subtotal | $59,998,198 | SubtotalAmt |
| Other Decreases | $722,557 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,275,641 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT PORTFOLIO | PropertyDesc |
| Gross Sales Price | $5,587,770 | GrossSalesPriceAmt |
| Gain Or Loss | $5,587,770 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,587,770 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,587,770 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,144 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $90,144 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $90,144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,227 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $119,227 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $735 | EsPenaltyAmt |
| Overpayment | $28,348 | OverpaymentAmt |
| Applied To ES Tax | $28,348 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HEALTHYHIGHPOINT.ORG | WebsiteAddressTxt |
| Individual With Books | CURTIS HOLLOMAN EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 3368227740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET NO 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEAH PRICE | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, CHAIR | 1.00 | $0 | $0 | $0 |
| MATT JOBE | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| ELLIOTT WILLIAMS MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| SHERI LIM DO | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| ALLEN SMART | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | INTERIM EXECUTIVE DIRECTOR | 20.00 | $24,400 | $0 | $0 |
| M TINA MARKANDA | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | EXECUTIVE DIRECTOR, RETIRED 08/20 | 40.00 | $143,377 | $13,426 | $0 |
| CHARLES CAIN | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TONY COLLINS | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK HARMON | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES HOEKSTRA MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE JOHNSON | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JIM KEEVER | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAY MILLER | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEREMY MOSELEY | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA TAYLOR MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REV DR FRANK THOMAS | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WHITNEY D DAVIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET STE 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $86,766 | CompensationAmt |
| Employee Benefits | $12,362 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STERLING CAPITAL MANAGEMENT | |||||
| 4350 CONGRESS STREET STE 1000 | CHARLOTTE | NC | 28209 | INVESTMENTS ADVISOR | $81,260 |
| BRANCH BANK & TRUST | |||||
| PO BOX 2887 | WILSON | NC | 27894 | INVESTMENTS CUSTODIAN | $68,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,262,227 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,902,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,165,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,165,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $782,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,382,741 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,569,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,569,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90,144 | TotalTaxAmt |
| Distributable Before Adj | $2,478,993 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $54,067 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,533,060 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,533,060 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,307,480 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,307,480 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,307,480 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,533,060 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $948,558 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,307,480 | QualifyingDistributionsAmt |
| Applied To Year1 | $948,558 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,358,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,174,138 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WHITNEY DAVIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET SUITE 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3368227740 | RecipientPhoneNum |
| Recipient Email Address | INFO@HEALTHYHIGHPOINT.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SIMPLE GESTURE GREENSBORO INC | |||||||
| 3825 W MARKET STREET STE 101 | GREENSBORO | NC | 27408 | NONE | PC | TO ASSIST WITH SUPPORT FOR THE NO CHILD HUNGRY PROGRAM | $30,000 |
| A SIMPLE GESTURE GREENSBORO INC | |||||||
| 3825 W MARKET STREET STE 101 | GREENSBORO | NC | 27408 | NONE | PC | TO ASSIST WITH INCREASING FOOD DONATIONS FROM INDIVIDUALS AND BUSINESSES | $25,000 |
| BACKPACK BEGINNINGS | |||||||
| 3707-D ALLIANCE DRIVE | GREENSBORO | NC | 27407 | NONE | PC | TO ASSIST WITH SUPPORT FOR FOOD AND BASIC SUPPLIES FOR FAMILIES | $25,000 |
| BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT | |||||||
| 1222 EASTCHESTER DR UNIT 100 | HIGH POINT | NC | 27265 | NONE | PC | TO ASSIST WITH SUPPORT FOR MAINTAINING THE "8 TO GREAT" PROGRAM | $10,600 |
| BOYS & GIRLS CLUBS OF GREATER HIGH POINT | |||||||
| 200 N MAIN STREET | HIGH POINT | NC | 27260 | NONE | PC | TO ASSIST WITH EXPANSION OF A GARDENING PROGRAM TO SUPPORT VULNERABLE YOUTH | $3,087 |
| CHILDREN'S HOME SOCIETY OF NORTH CAROLINA INC | |||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | NONE | PC | TO ASSIST WITH CONTINUED SUPPORT OF THE PARTNERING FOR HEALTHY PARENTING PROGRAM | $65,000 |
| CHILDREN'S HOME SOCIETY OF NORTH CAROLINA INC | |||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | NONE | PC | TO ASSIST WITH A CONTINUUM OF TEEN PREGNANCY PREVENTION SERVICES. | $25,000 |
| COMMUNITIES IN SCHOOLS OF HIGH POINT | |||||||
| 149 CHURCH AVE | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH SUPPORT FOR A PEER CRISIS MENTORING PROGRAM | $55,000 |
| COMMUNITY CLINIC OF HIGH POINT | |||||||
| 779 N MAIN STREET | HIGH POINT | NC | 27262 | NONE | PC | TO CONTINUE TO ASSIST WITH OPERATIONAL SUPPORT | $120,000 |
| COMMUNITY CLINIC OF HIGH POINT | |||||||
| 779 N MAIN STREET | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH SUPPORT TO REPLACE EXISTING SPIROMETRY EQUIPMENT | $2,787 |
| COMMUNITY HOUSING SOLUTIONS OF GUILFORD INC | |||||||
| 1031 SUMMIT AVE STE 1E-1 | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST WITH SUPPORT FOR HOME REPAIRS TO PRESERVE HOME OWNERSHIP AND IMPROVE HEALTH | $15,400 |
| COMMUNITY HOUSING SOLUTIONS OF GUILFORD INC | |||||||
| 1031 SUMMIT AVE STE 1E-1 | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST WITH SUPPORT FOR THE AGING GRACEFULLY IN PLACE PROGRAM | $10,000 |
| D-UP BASKETBALL FUNDAMENTALS AND SKILLS TRAINING | |||||||
| 613 WASHINGTON ST | HIGH POINT | NC | 27260 | NONE | PC | TO ASSIST WITH PROVIDING SUPPORTIVE SERVICES TO YOUTH AND FAMILIES | $25,000 |
| FAMILY SERVICE OF THE PIEDMONT INC | |||||||
| 901 BONNER DRIVE | JAMESTOWN | NC | 27281 | NONE | PC | TO CONTINUE ASSISTANCE WITH THE INTEGRATED PRIMARY CARE PROGRAM | $190,000 |
| FAMILY SERVICE OF THE PIEDMONT INC | |||||||
| 901 BONNER DRIVE | JAMESTOWN | NC | 27281 | NONE | PC | TO ASSIST WITH ESTABLISHING A CENTER OF EXCELLENCE FOR INTEGRATED CHILD PSYCHIATRIC TREATMENT. | $150,000 |
| FAMILY SERVICE OF THE PIEDMONT INC | |||||||
| 901 BONNER DRIVE | JAMESTOWN | NC | 27281 | NONE | PC | TO ASSIST WITH CONTINUED SUPPORT OF THE HOSPITAL DIVERSION AND TRANSITIONAL SERVICES PROGRAM | $84,500 |
| GREATER HIGH POINT FOOD ALLIANCE | |||||||
| 815 PHILLIPS AVE | HIGH POINT | NC | 27262 | NONE | PC | TO CONTINUE TO SUPPORT COVID-19 RESPONSE EFFORTS FOR FOOD INSECURITY ISSUES | $54,400 |
| GREATER HIGH POINT FOOD ALLIANCE | |||||||
| 815 PHILLIPS AVE | HIGH POINT | NC | 27262 | NONE | PC | TO SUPPORT COVID-19 RESPONSE EFFORTS FOR FOOD INSECURITY ISSUES | $50,000 |
| GREATER HIGH POINT FOOD ALLIANCE | |||||||
| 815 PHILLIPS AVE | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH OPERATIONAL SUPPORT | $7,550 |
| GROWING HIGH POINT | |||||||
| 710 E WASHINGTON DR | HIGH POINT | NC | 27260 | NONE | PC | TO ASSIST WITH INCREASING ACCESS TO HEALTHY FOOD THROUGH SNAP BENEFITS AT MOBILE MARKETS | $7,500 |
| GUILFORD ADULT HEALTH INC | |||||||
| 612 PASTEUR DRIVE STE 108 | GREENSBORO | NC | 27403 | NONE | PC | TO ASSIST WITH CONTINUED SUPPORT FOR INTEGRATED BEHAVIORAL HEALTHCARE SERVICES | $66,250 |
| GUILFORD COUNTY DHHS DIVISION OF PUBLIC HEALTH | |||||||
| 1203 MAPLE STREET 3RD FLOOR | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST WITH CONTINUED SUPPORT FOR THE GUILFORD FAMILY CONNECTS PROGRAM | $102,155 |
| GUILFORD COUNTY DHHS DIVISION OF PUBLIC HEALTH | |||||||
| 1203 MAPLE STREET 3RD FLOOR | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST WITH PROMOTING WELLNESS, REDUCING PREGNANCY, AND INCREASING ACCESS TO HEALTH CARE FOR TEENS IN GREATER HIGH POINT. | $84,760 |
| GUILFORD EDUCATION ALLIANCE INC | |||||||
| 311 POMONA DR UNIT E | GREENSBORO | NC | 27407 | NONE | PC | TO SUPPORT THE PURCHASE OF 100 DEVICES FROM TECHNOLOGY FOR THE FUTURE AND DISTRIBUTION TO HIGH POINT-SERVING NON-PROFITS | $15,600 |
| GUILFORD NON-PROFIT CONSORTIUMCOMMMUNITY FOUNDATION OF GREATER GREENSBORO | |||||||
| 330 S GREENE ST 100 | GREENSBORO | NC | 27401 | NONE | PC | TO ASSIST WITH SUPPORT OF THE HEALTHY MINDS INITIATIVE | $84,824 |
| GUILFORD NON-PROFIT CONSORTIUMCOMMMUNITY FOUNDATION OF GREATER GREENSBORO | |||||||
| 330 S GREENE ST 100 | GREENSBORO | NC | 27401 | NONE | PC | TO ASSIST WITH STRENGTHENING NON-PROFIT ORGANIZATIONS THROUGH GENERAL OPERATING SUPPORT | $20,000 |
| HIGH POINT REGIONAL HEALTH FOUNDATION | |||||||
| 601 N ELM STREET | HIGH POINT | NC | 27261 | NONE | PC | TO ASSIST WITH COVID-19 RESPONSE EFFORTS SPECIFICALLY TO HIGH POINT MEDICAL CENTER FOR SUPPORT OF ITS WORKFORCE AND PATIENT CARE NEEDS | $50,000 |
| MENTAL HEALTH ASSOCIATES OF THE TRIAD | |||||||
| PO BOX 56693 | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH OPERATIONAL SUPPORT FOR DESTINY HOUSE | $50,000 |
| NC MEDASSIST | |||||||
| 4428 TAGGART CREEK ROAD SUITE 101 | CHARLOTTE | NC | 28208 | NONE | PC | TO ASSIST WITH PROVIDING BEHAVIORAL HEALTH MEDICATION | $9,500 |
| OPEN DOOR MINISTRIES | |||||||
| 400 N CENTENNIAL STREET | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH SUPPORT FOR IMPROVEMENTS TO THE PHYSICAL ENVIRONMENT | $14,760 |
| OPEN DOOR MINISTRIES | |||||||
| 400 N CENTENNIAL STREET | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH SUPPORT FOR REPLACEMENT BUNK BEDS TO IMPROVE OVERALL HEALTH OF CLIENTS SERVED IN THE SHELTER | $10,000 |
| PACE OF THE TRIAD | |||||||
| 1471 E CONE BLVD | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST WITH THE PURCHASE OF TECHNOLOGY TO SUPPORT TELEMEDICINE FOR ELDERLY HOUSE-BOUND RESIDENTS | $11,175 |
| READY FOR SCHOOL READY FOR LIFE | |||||||
| 1416 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST WITH OPERATIONAL SUPPORT | $25,000 |
| SPECIAL OLYMPICS NORTH CAROLINA | |||||||
| 2200 GATEWAY CENTRE BLVD STE 201 | MORRISVILLE | NC | 27560 | NONE | PC | TO ASSIST WITH SUPPORT FOR PERSONAL PROTECTIVE EQUIPMENT | $5,000 |
| THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | |||||||
| 1400 SPRING GARDEN DRIVE | GREENSBORO | NC | 27412 | NONE | PC | TO SUPPORT THE CENTER FOR HOUSING AND COMMUNITY STUDIES AND ITS EVICTION MEDIATION EFFORTS FOR RESIDENTS OF GREATER HIGH POINT | $30,000 |
| THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO | |||||||
| 1400 SPRING GARDEN DRIVE | GREENSBORO | NC | 27412 | NONE | PC | TO ASSIST WITH SUPPORT FOR THE HEALTHY HOMES PROGRAM, WHICH PREVENTS AND IMPROVES HEALTH ISSUES CAUSED BY POOR QUALITY HOUSING CONDITIONS | $28,586 |
| UNITED WAY OF GREATER HIGH POINT | |||||||
| 815 PHILLIPS AVE | HIGH POINT | NC | 27262 | NONE | PC | TO SUPPORT THE UWGHP EMERGENCY RELIEF FUND TO AID RESIDENTS AND NONPROFITS IMPACTED BY COVID-19 | $50,000 |
| WEST END MINISTRIES | |||||||
| 903 W ENGLISH RD | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH CREATING A BEHAVIORAL HEALTH PROGRAM TO PROVIDE ON-SITE CRISIS INTERVENTION AND COUNSELING | $25,000 |
| WORLD RELIEF HIGH POINT (TRIAD) | |||||||
| 155 NORTHPOINT AVE STE 102 | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH SUPPORT FOR MENTAL HEALTH SERVICES FOR VULNERABLE IMMIGRANT POPULATIONS | $20,077 |
| YMCA OF HIGH POINT INC | |||||||
| 112 GATEWOOD AVE | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH SUPPORT FOR PERSONAL PROTECTIVE EQUIPMENT AND PROGRAM ADAPTATION FOR YOUTH PROGRAM SERVICES | $25,000 |
| YWCA HIGH POINT | |||||||
| 112 GATEWOOD AVE | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH SUPPORT OF THE PARENTS AS TEACHERS PROGRAM | $75,000 |
| YWCA HIGH POINT | |||||||
| 112 GATEWOOD AVE | HIGH POINT | NC | 27262 | NONE | PC | TO SUPPORT PROGRAM ADAPTATION IN RESPONSE TO COVID-19 | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,783,511 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,175,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,587,770 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,763,296 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,763,296 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER OF WAKE FOREST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BOULEVARD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,901 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING - AUDIT & TAX | $32,431 | $16,216 | $16,216 |
| ACCOUNTING - BOOKKEEPING | $19,270 | $14,453 | $3,461 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2015-02-16 | $29,221 | $29,221 | SL | 3.000000000000 | $0 | $0 | |
| COMPUTER EQUIPMENT | 2015-02-20 | $31,227 | $22,859 | SL | 5.000000000000 | $2,836 | $0 | |
| FURNITURE & FIXTURES | 2015-03-31 | $43,069 | $32,541 | SL | 7.000000000000 | $7,148 | $0 | |
| FURNITURE & FIXTURES | 2015-12-04 | $3,053 | NC | $0 | $0 | 0.000000000000 | ||
| MACHINERY & EQUIPMENT | 2015-08-17 | $3,007 | $2,389 | SL | 5.000000000000 | $472 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT GRADE FIXED INCOME MUTUAL FUNDS & ETFS | BondNm |
| EOY Book Value | $16,976,930 | EOYBookValueAmt |
| EOYFMV | $16,976,930 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S LARGE CAP STOCKS, MUTUAL FUNDS & ETFS | $12,613,752 | $12,613,752 |
| INTERNATIONAL DEVELOPED STOCKS, MUTUAL FUNDS & ETFS | $7,674,098 | $7,674,098 |
| INTERNATIONAL EMERGING MARKET STOCKS & ETFS | $2,506,957 | $2,506,957 |
| U.S MID CAP STOCKS, MUTUAL FUNDS & ETFS | $8,049,658 | $8,049,658 |
| U.S SMALL CAP STOCKS, MUTUAL FUNDS & ETFS | $5,299,414 | $5,299,414 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $29,221 | $29,221 | $0 |
| COMPUTER EQUIPMENT | $31,227 | $25,695 | $5,532 |
| FURNITURE & FIXTURES | $43,069 | $39,689 | $3,380 |
| FURNITURE & FIXTURES | $3,053 | $0 | $3,053 |
| MACHINERY & EQUIPMENT | $3,007 | $2,861 | $146 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE DEPOSITS | Desc |
| BOY Book Value | $456 | BOYBookValueAmt |
| EOY Book Value | $456 | EOYBookValueAmt |
| EOYFMV | $456 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION IN THE INVESTMENT PORTFOLIO | Desc |
| Amt | $722,557 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSE | $3,496 | $350 | $3,107 |
| INFORMATION TECHNOLOGY & TELEPHONE | $21,677 | $1,728 | $15,360 |
| INSURANCE | $8,058 | $806 | $7,252 |
| ASSOCIATION/ORGANIZATION DUES & MEMBERSHIPS | $11,855 | $0 | $11,855 |
| COMMUNITY DEVELOPMENT, COMMUNICATIONS & PUBLIC RELATIONS | $26,464 | $0 | $26,464 |
| MISC/OTHER | $1,887 | $189 | $1,698 |
| TRAINING & DEVELOPMENT | $2,638 | $0 | $3,988 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL NET INVESTMENT INCOME TAX EXPENSE | Desc |
| Amt | $9,989 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL NET INVESTMENT EXCISE TAX PAYABLE | $5,656 | $70,918 |
| DEFERRED FEDERAL NET INVESTMENT EXCISE TAX PAYABLE | $99,486 | $89,497 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAN/CONSULTING/MANAGEMENT | $180,074 | $168,782 | $11,292 |
| PAYROLL & RETIREMENT SERVICES | $1,717 | $172 | $1,545 |
| ADVERTISING, BRANDING & PUBLIC RELATIONS | $7,484 | $0 | $7,484 |
| STRATEGIC PLANNING & GRANT PROGRAM SERVICES | $40,655 | $0 | $40,655 |
| INVESTMENT SERVICES | $20,000 | $20,000 | $0 |
| EXECUTIVE SEARCH SERVICES | $41,097 | $0 | $41,097 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $19,717 | $1,972 | $17,745 |
| FEDERAL NII EXCISE TAX | $90,262 | $0 | $0 |
| DEFERRED FEDERAL NII EXCISE TAX | $0 | $0 | $0 |
| FOREIGN INVESTMENT TAXES | $21,466 | $21,466 | $0 |
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