SCHEICK-VERROCHI FAM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCHEICK-VERROCHI FAM FOUNDATION (EIN 04-3283183)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-09
- IRS object ID
- 202131609349100918
- Schema version
- 2020v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-09T16:01:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202102404 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETWAY MILLS & PEARSON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1036 | AddressLine1Txt |
| City | ZEBULON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 275971036 | 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 | 043283183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHEICK-VERROCHI FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHE | BusinessNameControlTxt |
| Phone | 9198440055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6125 CARLYLE DRIVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H SCHEICK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9198440055 | PhoneNum |
| Signature | 2021-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM H | PersonFirstNm |
| Person Last | SCHEICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A RIDOUTT | PreparerPersonNm |
| PTIN | P00394550 | PTIN |
| Phone | 9192697405 | PhoneNum |
| Preparation | 2021-06-05 | PreparationDt |
| 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 | $2,165,980 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $136 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,634 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $445,092 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $883 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $883 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,791 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,655 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,655 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,825 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,231 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,231 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $908 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $152 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $756 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $472 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $472 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $748 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,213 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,921 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,036 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,036 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $115,957 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$120,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,650 | CashBOYAmt |
| Cash EOY | $51,774 | CashEOYAmt |
| Cash EOYFMV | $51,774 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,232 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,232 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,475,731 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,348,840 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,088,974 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,149 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,149 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,556,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,435,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,165,980 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,556,777 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,435,846 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,556,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,435,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,556,777 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,435,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,556,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$120,931 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,435,846 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,435,846 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM SALE OF SECURITIES | P | 2020-04-27 | 2020-08-21 | $18,674 | $17,243 | $1,431 | $1,431 |
| LONG TERM SALE OF SECURITIES | P | 2018-10-04 | 2020-08-21 | $426,357 | $431,483 | -$5,126 | -$5,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,634 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,431 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $756 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $756 | TotalPaymentsAndCreditsAmt |
| Overpayment | $756 | OverpaymentAmt |
| Applied To ES Tax | $756 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM H SCHEICK | IndividualWithBooksNm |
| Phone | 9198440055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6125 CARLYLE DRIVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROLYN R SCHEICK | ||||||||
| 6125 CARLYLE DRIVE | RALEIGH | NC | 27614 | PRESIDENT | 10.00 | $10,000 | $0 | $0 |
| WILLIAM H SCHEICK | ||||||||
| 6125 CARLYLE DRIVE | RALEIGH | NC | 27614 | TREASURER | 10.00 | $10,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,803,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,862,910 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,862,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,944 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,834,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,748 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,748 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $91,748 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,748 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $115,957 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $115,957 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $115,957 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $53,098 | UndistributedIncomePYAmt |
| Qualifying Distributions | $115,957 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,098 | AppliedToYear1Amt |
| Applied To Current Year | $62,859 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $28,889 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ASSISTANCE LEAGUE OF THE TRIANGLE | |||||
| PO BOX 98477 | RALEIGH | NC | 27624 | CLOTHING WAKE LOW INCOME STUDENTS | $2,000 |
| BAGS OF HOPE | |||||
| PO BOX 1439 | CORNELIUS | NC | 28031 | LUNCHES & WEEKEND GAP FOOD | $1,000 |
| BOOMERANG YOUTH | |||||
| 825A NORTH ESTES DRIVE | CHAPEL HILL | NC | 27514 | ACADEMIC & BEHAVIOR MENTORING | $2,000 |
| THE CARYING PLACE | |||||
| PO BOX 622 | CARY | NC | 27512 | TEMP SHELTER & MENTORING / HOMELESS | $4,000 |
| CHILDREN FLIGHT OF HOPE | |||||
| 1101 AVIATION PARKWAY | MORRISVILLE | NC | 27560 | AIR TRANSPORT FOR MEDICAL CARE | $2,000 |
| DRESS FOR SUCCESS | |||||
| 1812 TILLERY PLACE STE 1 | RALEIGH | NC | 27604 | CLOTHING & MENTORING FOR WOMEN | $2,000 |
| DURHAM RESCUE MNISTRIES | |||||
| PO BOX 11858 | DURHAM | NC | 27703 | RECOVERY PROGRAM & SHELTER / ADDICTS | $3,000 |
| ELON HOMES FOR CHILDREN | |||||
| 617 N SUMMIT AVE | CHARLOTTE | NC | 28216 | FOSTER PLACEMENT SERVICES | $2,000 |
| FAMILY PROMISE OF WAKE COUNTY | |||||
| 903 METHOD RD | RALEIGH | NC | 27606 | EMERGENCY,TRANSITIONAL, HOUSING | $6,500 |
| FELLOWSHIP HALL | |||||
| 5140 DUNSAN ROAD | GREENSBORO | NC | 27405 | ADDICTION SERVICES | $3,500 |
| FOOD BANK OF CENTRALEASTERN NC | |||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | KIDS SUMMER & WEEKEND PACKPACKS | $10,000 |
| HOPE HOUSE FOUNDATION | |||||
| 15604 NORTHCROSS RD | HUNTERSVILLE | NC | 28078 | TEMPORARY SHELTER HOMELESS FAMILIES | $4,000 |
| INTER-FAITH FOOD SHUTTLE | |||||
| 1001 BLAIR DRIVE | RALEIGH | NC | 27603 | KIDS BACKPACK SUMMER LUNCHES | $4,000 |
| NEIGHBOR TO NEIGHBOR MINISTRIES | |||||
| PO BOX 25628 | RALEIGH | NC | 27611 | AFTER SCHOOL MENTORING | $5,000 |
| NOTE IN A POCKET | |||||
| 9650 STRICKLAND RD | RALEIGH | NC | 27615 | TO PROVIDED FOR HOMELESS | $9,536 |
| SALVATION ARMY OF WAKE COUNTY | |||||
| PO BOX 27584 | RALEIGH | NC | 27604 | FOOD, CLOTHING, EMERGENCY SHELTER | $9,000 |
| TRANSITION'S LIFE CARE | |||||
| 250 HOSPICE CIRCLE | RALEIGH | NC | 27604 | CAMP / 24 KIDS & 22 ADULTS | $7,000 |
| TROSA | |||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | PROGRAM FOR ADDICT REHABILITATION | $2,500 |
| CAPITAL AREA TEEN COURT (REENTRY) | |||||
| PO BOX 724 | RALEIGH | NC | 27602 | ASSISTANCE / TEENS WITH MISDOMENERS | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,036 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,772 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$3,634 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,157 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,157 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAX PREP FEES - 2018 | $6,200 | $6,200 |
| TAX PREP FEES - 2019 | $3,625 | $3,625 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FILING NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BB&T SECURITIES ACCOUNT | StockNm |
| EOY Book Value | $1,348,840 | EOYBookValueAmt |
| EOYFMV | $2,088,974 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $10,149 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $10,149 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,655 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,655 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| 501C(3) ORG DATATBASE | $450 | $450 | |
| BANK FEES | $25 | $25 | |
| COMPUTER PROGRAMS | $717 | $359 | $358 |
| COMPUTER SUPPORT | $620 | $310 | $310 |
| SMALL OFFICE EQUIPMENT | $402 | $402 | |
| OFFICE SUPPLIES & FURNISHINGS | $213 | $213 | |
| PRINTER SUPPLIES | $419 | $419 | |
| TRANSACTION FEE | $80 | $80 | |
| MA DISSOLUTION FEE | $35 | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTEGRITY, INC | Desc |
| Revenue And Expenses Per Books | $883 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $883 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MANAGEMENT FEES | $18,201 | $18,201 |
| MISCELLANEOUS INVT FEES | $30 | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $152 | $152 | |
| FEDERAL TAX | $756 | $756 |