RICHMOND COMMUNITY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RICHMOND COMMUNITY FOUNDATION INC (EIN 56-2168849)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349107733
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T16:03:39-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVE STE 900 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | 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 | 562168849 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHMOND COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 7049734500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALYSSA FEDERICO | PersonNm |
| Person Title | VP & DIRECTOR OF FINANCE (FFTC) | PersonTitleTxt |
| Phone | 7049734500 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALYSSA | PersonFirstNm |
| Person Last | FEDERICO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 7043771678 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $36,048,172 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $1,284 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,284 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $308,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $308,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $258,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,006,204 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $258,423 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $199,350 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $200,054 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $767,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $768,067 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $275,978 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,168 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $157,810 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $56,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,558 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,038 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $344,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $169,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $165,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,268,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $446,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $169,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,434,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $320,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $598,341 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,195 | CashBOYAmt |
| Cash EOY | $65,712 | CashEOYAmt |
| Cash EOYFMV | $65,712 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,042,803 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,414,108 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,414,108 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $64,417 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $56,034 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $56,034 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,842,695 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,890,127 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,890,127 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,459,351 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,622,191 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,622,191 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,417,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,048,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,048,172 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,969 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30,993 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,066,667 | GrantsPayableBOYAmt |
| Grants Payable EOY | $900,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,079,636 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $930,993 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,337,825 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $35,117,179 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,337,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,117,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,417,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $36,048,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,337,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $320,777 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,458,577 | OtherIncreasesAmt |
| Subtotal | $35,117,179 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,117,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | $3,355,039 | $3,747,781 | -$392,742 | -$392,742 | |
| PASSTHROUGH K-1 CAPITAL GAIN | $42,942 | $42,942 | $42,942 | P | |
| CAPITAL GAINS DIVIDENDS | $608,223 | $608,223 | $608,223 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $258,423 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,317 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,317 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $64,417 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $64,417 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $56,100 | OverpaymentAmt |
| Applied To ES Tax | $56,100 | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | ALYSSA FEDERICO | IndividualWithBooksNm |
| Phone | 7049734500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| FRANKLIN CLAY JENKINS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | CHAIR | 1.00 | $0 | $0 | $0 |
| JOHN J JACKSON | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SYLVIA BALLARD | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | GRANTS CHAIR | 1.00 | $0 | $0 | $0 |
| RUSSELL E BENNETT JR | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | MEMBER | 1.00 | $0 | $0 | $0 |
| PAUL R SMART | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | MEMBER | 1.00 | $0 | $0 | $0 |
| BRUCE STANBACK | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | MEMBER | 1.00 | $0 | $0 | $0 |
| JAN STIVERS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | MEMBER | 1.00 | $0 | $0 | $0 |
| DAVID WOOD | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR THE CAROLINAS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 N TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $157,810 | CompensationAmt |
| 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 | $31,913,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,291 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,926,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,926,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $478,904 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,448,059 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,572,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,572,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,317 | TotalTaxAmt |
| Distributable Before Adj | $1,564,086 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,564,086 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,564,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,434,515 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,434,515 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,434,515 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,564,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,268,980 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,434,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,268,980 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $165,535 | 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 | $1,398,551 | 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 | RICHMOND COMMUNITY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 N TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7049734500 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM, BUDGET, IRS EXEMPT LETTER, AUDITED FINANCIAL STATEMENTS AND DESCRIPTION OF PROGRAM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES | SubmissionDeadlinesTxt |
| Restrictions On Awards | 80% OF BENEFICIARIES MUST BE IN RICHMOND COUNTY OR IN CLOSE PROXIMITY TO RICHMOND COUNTY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF ROCKINGHAM | |||||||
| 514 ROCKINGHAM ROAD | ROCKINGHAM | NC | 28379 | N/A | GOV | RCC DOWNTOWN PROJECT ADDITIONAL FUNDING | $1,050,000 |
| FIRSTHEALTH OF THE CAROLINAS INC | |||||||
| 925 S LONG DRIVE | ROCKINGHAM | NC | 28379 | N/A | PC | RELOCATION OF FIXED MRI/PURCHASE OF MOBILE CT SCANNER | $166,667 |
| HABITAT FOR HUMANITY OF THE NC SANDHILLS INC | |||||||
| 2268 NC HWY 5 | ABERDEEN | NC | 28315 | N/A | PC | HABITAT FOR HUMANITY HEALTH HOUSING REPAIR PROGRAM | $20,000 |
| MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NC | |||||||
| 217 E TREMONT AVENUE | CHARLOTTE | NC | 28203 | N/A | PC | FUND-A-WISH IN RICHMOND COUNTY | $6,000 |
| OUR DAILY BREAD CHRISTIAN FOOD MINISTRY INC | |||||||
| PO BOX 743 | ROCKINGHAM | NC | 28380 | N/A | PC | WALK-IN REFRIGERATION/FREEZER | $25,000 |
| RONALD MCDONALD HOUSE OF CHARLOTTE | |||||||
| 1613 EAST MOREHEAD STREET | CHARLOTTE | NC | 28207 | N/A | PC | KEEP RICHMOND COUNTY FAMILIES TOGETHER 2020 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,268,667 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF ROCKINGHAM | |||||||
| 127 CAROLINE STREET | ROCKINGHAM | NC | 28379 | N/A | GOV | RICHMOND COUNTY CARE CLINIC | $350,000 |
| OUR DAILY BREAD CHRISTIAN FOOD MINISTRY INC | |||||||
| PO BOX 743 | ROCKINGHAM | NC | 28380 | N/A | PC | WALK-IN REFRIGERATION/FREEZER | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,284 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $308,306 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $258,423 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 PASSTHROUGH INCOME | 525990 | -$747 | 14 | $200,054 |
| K-1 PASSTHROUGH TAX EXEMPT INCOME | 14 | $43 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$747 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $768,110 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $767,363 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAPITAL INCOME BUILDER FUND CLASS F2 | $1,101,342 | $1,101,342 |
| EUROPACIFIC GROWTH FUND CLASS F2 | $1,377,932 | $1,377,932 |
| FEDERATED KAUFMANN SMALL CAP FUND | $994,107 | $994,107 |
| FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I | $655,181 | $655,181 |
| FIRST EAGLE GLOBAL FUND I N/L | $772,435 | $772,435 |
| FIRST TRUST DOW JONES INTERNET INDEX FUND | $477,518 | $477,518 |
| FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | $586,798 | $586,798 |
| FUNDAMENTAL INVESTORS FUND CLASS F2 | $1,297,366 | $1,297,366 |
| GROWTH FUND OF AMERICA CLASS F2 | $1,319,309 | $1,319,309 |
| HARBOR FUND CAPITAL APPRECIATION FUND INSTITUTIONAL CLASS | $1,122,459 | $1,122,459 |
| HARTFORD MIDCAP FUND CLASS I | $497,507 | $497,507 |
| INVESCO OPPENHEIMER INTL GROWTH FD CL Y | $703,646 | $703,646 |
| INVESCO OPPENHEIMER MAIN STREET FUND | $613,881 | $613,881 |
| JANUS HENDERSON FLEXIBLE BOND FUND I | $881,791 | $881,791 |
| LOOMIS SAYLES INVESTMENT GRD BOND CLS Y | $685,409 | $685,409 |
| LORD ABBETT SHORT DURATION INCOME FUND | $533,967 | $533,967 |
| METROPOLITAN WEST TOTAL RETURN BOND FUND | $586,865 | $586,865 |
| PIMCO TOTAL RETURN FUND INSTITUTIONAL CLASS | $431,779 | $431,779 |
| PRINCIPAL FUNDS HIGH YIELD FUND INSTITUTIONAL SHARES | $372,591 | $372,591 |
| SPDR PORTFOLIO LARGE CAP ETF | $175,840 | $175,840 |
| T ROWE PRICE REAL ESTATE FUND INVESTOR CLASS N/L | $178,109 | $178,109 |
| TOUCHSTONE MID CAP VALUE FUND | $1,019,912 | $1,019,912 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $2,268,354 | $2,268,354 |
| VANGUARD MID-CAP ETF | $982,158 | $982,158 |
| WILLIAM BLAIR SMALL CAP GROWTH FUND | $253,871 | $253,871 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DIVERSIFIED LONG-TERM GROWTH POOL - FFTC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $13,622,191 | BookValueAmt |
| EOYFMV | $13,622,191 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,648 | $0 | $3,648 |
| POSTAGE EXPENSE | $28 | $0 | $28 |
| PROGRAM EXPENSE | $53 | $0 | $53 |
| BOARD AND COMMITTEE EXPENSES | $225 | $0 | $225 |
| BANK FEES | $84 | $0 | $84 |
| K-1 PASSTHROUGH EXPENSES | $52,187 | $51,558 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 PASSTHROUGH INCOME | $199,307 | $200,054 | $199,307 |
| K-1 PASSTHROUGH TAX EXEMPT INCOME | $43 | $43 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CHANGE IN VALUE OF INVESTMENTS | Desc |
| Amt | $4,458,577 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $157,810 | $0 | $157,810 |
| INVESTMENT MANAGEMENT FEES | $118,168 | $118,168 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX EXPENSE | CategoryTxt |
| Amt | $8,383 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |