JP RIDDLE CHARITABLE: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JP RIDDLE CHARITABLE (EIN 56-1152362)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-23
- IRS object ID
- 202141749349101309
- 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 Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-23T15:18:58-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560587513 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAIGH BYRD & LAMBERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 53349 | AddressLine1Txt |
| City | FAYETTEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 283053349 | 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 | 561152362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP RIDDLE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JPRI | BusinessNameControlTxt |
| Phone | 9108643232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2709 THORNGROVE COURT | AddressLine1Txt |
| City | FAYETTEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN ARMSTRONG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9108643232 | PhoneNum |
| Signature | 2021-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROLYN | PersonFirstNm |
| Person Last | ARMSTRONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER G DIXON | PreparerPersonNm |
| PTIN | P00274879 | PTIN |
| Phone | 9104831437 | 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 | $2,463,264 | 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 | $5,128 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,128 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $274,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,483 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $51,660 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,660 | 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 | $1,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,632 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,580 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $338 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $338 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $906 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,680 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,286 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,286 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $176,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,966 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$125,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,906 | CashBOYAmt |
| Cash EOY | $5,157 | CashEOYAmt |
| Cash EOYFMV | $5,157 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,895 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,895 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $269,610 | CorporateStockBOYAmt |
| Corporate Stock EOY | $264,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $386,339 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,165,207 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,059,461 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,061,993 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $974 | OtherAssetsBOYAmt |
| Other Assets EOY | $880 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $880 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,464,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,339,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,463,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,220,663 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,220,663 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,756,405 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,881,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,464,258 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,339,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,464,258 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,339,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,464,258 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$125,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,339,076 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,339,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| APPEL EQUITY ASSOCIATES-ST | P | 2020-12-31 | $2,779 | $2,779 | $2,779 | |
| APPEL EQUITY ASSOCIATES-LT | P | 2020-12-31 | $38,635 | $38,635 | $38,635 | |
| MARIN ASSOCIATES-ST | P | 2020-12-31 | $40 | $40 | $40 | |
| MARIN ASSOCIATES-LT | P | 2020-12-31 | $1,505 | $1,505 | $1,505 | |
| RAYMOND JAMES-ST | P | 2020-12-31 | $118,752 | -$14,056 | -$14,056 | $132,808 |
| RAYMOND JAMES-LT | P | 2020-12-31 | $112,407 | $1,526 | $1,526 | $110,881 |
| RAYMOND JAMES-LT | P | 2020-12-31 | $31 | $31 | $31 | |
| CAPITAL GAINS DIVIDENDS | P | $23 | $23 | $23 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,483 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | 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 | $880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $880 | OverpaymentAmt |
| Applied To ES Tax | $880 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JOAN BROWN | IndividualWithBooksNm |
| Phone | 9108643232 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2709 THORNGROVE COURT | AddressLine1Txt |
| City | FAYETTEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28303 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH P RIDDLE III | ||||||||
| 2709 THORNGROVE COURT | FAYETTEVILLE | NC | 28303 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CAROLYN R ARMSTRONG | ||||||||
| 2709 THORNGROVE COURT | FAYETTEVILLE | NC | 28303 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| SHARLENE R WILLIAMS | ||||||||
| 2709 THORNGROVE COURT | FAYETTEVILLE | NC | 28303 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,463,579 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,260 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $927 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,485,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,485,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,286 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,448,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,424 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $122,424 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,424 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,424 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,966 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,966 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,966 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $118,286 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,966 | QualifyingDistributionsAmt |
| Applied To Year1 | $118,286 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,680 | 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 | $118,744 | 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 | JOAN BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2709 THORNGROVE COURT | AddressLine1Txt |
| City | FAYETTEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9108643232 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST EXPLAINING PURPOSE, TIME, PERIOD & COST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | N. CAROLINA ORGANIZATIONS OR CHAPTERS OF NAT'L CHARITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALL HEROES OPEN | |||||
| 405 BURLWOOD CT | FAYETTEVILLE | NC | 28303 | TO SUPPORT CHARITABLE MISSION | $500 |
| AMERICAN RED CROSS | |||||
| 1007 ARSENAL AVE | FAYETTEVILLE | NC | 28305 | TO SUPPORT CHARITABLE MISSION | $500 |
| CARE CLINIC | |||||
| 239 ROBESON ST | FAYETTEVILLE | NC | 28301 | TO SUPPORT CHARITABLE MISSION | $500 |
| CUMBERLAND COUNTY GOLF CHAMPIONSHIP | |||||
| 208 ROWAN ST | FAYETTEVILLE | NC | 28301 | TO SUPPORT CHARITABLE MISSION | $2,500 |
| FAYETTEVILLE STATE UNIVERSITY | |||||
| 1200 MURCHISON ROAD | FAYETTEVILLE | NC | 28301 | TO SUPPORT CHARITABLE MISSION | $500 |
| FTCC FOUNDATION INC | |||||
| PO BOX 35236 | FAYETTEVILLE | NC | 28303 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| HOMEBUILDERS ASSN OF FAYETTEVILLE | |||||
| 2935 BREEZEWOOD AVE STE 100 | FAYETTEVILLE | NC | 28303 | TO SUPPORT CHARITABLE MISSION | $1,000 |
| HOPE MILLS CHAMBER OF COMMERCE | |||||
| 5546 TRADE STREET | HOPE MILLS | NC | 28348 | TO SUPPORT CHARITABLE MISSION | $500 |
| PATRIOTS HUNT | |||||
| PO BOX 53741 | FAYETTEVILLE | NC | 28305 | TO SUPPORT CHARITABLE MISSION | $1,000 |
| SPECIAL OLYMPICS OF NC | |||||
| 467 HAY STREET | FAYETTEVILLE | NC | 28301 | TO SUPPORT CHARITABLE MISSION | $1,500 |
| STAN THE MAN CHAPTER 100 | |||||
| 404 ST THOMAS ROAD | FAYETTEVILLE | NC | 28311 | TO SUPPORT CHARITABLE MISSION | $1,000 |
| TEAM ADDO | |||||
| 405 BURLWOOD CT | FAYETTEVILLE | NC | 28303 | TO SUPPORT CHARITABLE MISSION | $500 |
| BETTER HEALTH OF CUMBERLAND COUNTY | |||||
| 1422 BRAGG BLVD | FAYETTEVILLE | NC | 28301 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| BICYCLE MAN COMMUNITY OUTREACH PROJECT | |||||
| 624 PLATINUM STREET | FAYETTEVILLE | NC | 28311 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| CAPE FEAR REGIONAL THEATRE | |||||
| 1209 HAY STREET | FAYETTEVILLE | NC | 28305 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| CAPE FEAR VALLEY HEALTH FOUNDATION | |||||
| PO BOX 87526 | FAYETTEVILLE | NC | 28304 | TO SUPPORT CHARITABLE MISSION | $8,286 |
| CARE CLINIC | |||||
| 239 ROBESON ST | FAYETTEVILLE | NC | 28301 | TO SUPPORT CHARITABLE MISSION | $5,000 |
| CEED | |||||
| 230 HAY STREET | FAYETTEVILLE | NC | 28301 | TO SUPPORT CHARITABLE MISSION | $3,000 |
| CONNECTIONS OF CUMBERLAND COUNTY | |||||
| PO BOX 88040 | FAYETTEVILLE | NC | 28304 | TO SUPPORT CHARITABLE MISSION | $3,000 |
| CUMBERLAND COUNTY BOYS AND GIRLS CLUB | |||||
| 3475 CUMBERLAND ROAD | FAYETTEVILLE | NC | 28306 | TO SUPPORT CHARITABLE MISSION | $3,000 |
| CUMBERLAND COUNTY COUNCIL ON OLDER ADULTS | |||||
| 339 DEVERS ST | FAYETTEVILLE | NC | 28303 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| EMMAS DOUBLES FOR DIABETES | |||||
| PO BOX 53349 | FAYETTEVILLE | NC | 28305 | TO SUPPORT CHARITABLE MISSION | $1,000 |
| FALCON CHILDRENS HOME | |||||
| PO BOX 39 | FAYETTEVILLE | NC | 28303 | TO SUPPORT CHARITABLE MISSION | $3,000 |
| FAYETTEVILLE ACADEMY | |||||
| 3200 CLIFFDALE ROAD | FAYETTEVILLE | NC | 28305 | TO SUPPORT CHARITABLE MISSION | $3,000 |
| FAYETTEVILLE FAMILY LIFE CENTER | |||||
| 114 HIGHLAND AVENUE | FAYETTEVILLE | NC | 28305 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| FAYETTEVILLE TECHNICAL COMMUNITY COLLEGE | |||||
| 2201 HULL ROAD | FAYETTEVILLE | NC | 28303 | TO SUPPORT CHARITABLE MISSION | $10,000 |
| HIS BREAD OF LIFE | |||||
| 204 S REILLY ROAD | FAYETTEVILLE | NC | 28314 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| METHODIST UNIVERSITY | |||||
| 5400 RAMSEY ST | FAYETTEVILLE | NC | 28311 | TO SUPPORT CHARITABLE MISSION | $30,000 |
| MYROVER REESE FELLOWSHIP | |||||
| 560 WILKES ROAD | FAYETTEVILLE | NC | 28306 | TO SUPPORT CHARITABLE MISSION | $3,000 |
| OPERATION BLESSING OF FAYETTEVILLE | |||||
| 1337 RAMSEY ST | FAYETTEVILLE | NC | 28301 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| OPERATION IN AS MUCH | |||||
| 531 HILLSBORO ST | FAYETTEVILLE | NC | 28301 | TO SUPPORT CHARITABLE MISSION | $5,000 |
| SALVATION ARMY | |||||
| PO BOX 110 | FAYETTEVILLE | NC | 28302 | TO SUPPORT CHARITABLE MISSION | $5,000 |
| SECOND HARVEST FOOD BANK | |||||
| 406 DEEP CREEK ROAD | FAYETTEVILLE | NC | 28312 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| STANTON HOSPITALITY HOUSE | |||||
| 1617 ROXIE AVENUE | FAYETTEVILLE | NC | 28304 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| UNC PEMBROKE | |||||
| PO BOX 1510 | PEMBROKE | NC | 28372 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| VILLAGE CHRISTIAN ACADEMY | |||||
| 908 S MCPHERSON CHURCH RD | FAYETTEVILLE | NC | 28304 | TO SUPPORT CHARITABLE MISSION | $1,000 |
| VISION RESOURCE CENTER | |||||
| PO BOX 87385 | FAYETTEVILLE | NC | 28304 | TO SUPPORT CHARITABLE MISSION | $1,000 |
| YOUTH FOR CHRIST | |||||
| PO BOX 43205 | FAYETTEVILLE | NC | 28309 | TO SUPPORT CHARITABLE MISSION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,286 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,128 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,027 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,483 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,660 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,660 | 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 | $1,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES PORTFOLIO | StockNm |
| EOY Book Value | $264,683 | EOYBookValueAmt |
| EOYFMV | $386,339 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APPEL EQUITY ASSOCIATES | FMV | $1,968,547 | $1,985,739 |
| MARIN ASSOCIATES | FMV | $90,914 | $76,254 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $974 | BOYBookValueAmt |
| EOY Book Value | $880 | EOYBookValueAmt |
| EOYFMV | $880 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OAKTREE CAPITAL GROUP LLC | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $53,632 | $53,632 | $0 |
| OVERHEAD EXPENSE | $2,580 | $0 | $2,580 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990PF TAXES | $877 | $0 | $0 |
| FOREIGN TAXES | $29 | $29 | $0 |
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