HILLSDALE FUND INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HILLSDALE FUND INC (EIN 56-6057433)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349100243
- Schema version
- 2018v3.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T10:32:30-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200404082 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566057433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLSDALE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 3365748696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PIEDMONT TRUST CO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISE MCCOY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3365748696 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC DUTTON | PreparerPersonNm |
| PTIN | P01218304 | PTIN |
| Phone | 3362745471 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $29,942,478 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $856,598 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,383 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,383 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $745,115 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $1,253,990 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $946,844 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$46,429 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,810,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,960,059 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $73,737 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,737 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,335 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,335 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $420 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $420 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Net Invst Incm | $103,852 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $139,053 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,140 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,842 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,390 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,390 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,977 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,977 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $162,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $439,928 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,858 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $410,201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $567,195 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $144,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,442,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,442,554 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,852,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $567,195 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,587,113 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,392,864 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$12,000 | CashBOYAmt |
| Cash EOY | $41,253 | CashEOYAmt |
| Cash EOYFMV | $41,253 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $124,515 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $679,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $679,332 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $26,586,919 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,602,895 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $29,221,893 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,699,434 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,323,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,942,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $26,699,434 | CapitalStockBOYAmt |
| Capital Stock EOY | $27,323,480 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,699,434 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,323,480 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,699,434 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,323,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,699,434 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,930 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,612,821 | OtherIncreasesAmt |
| Subtotal | $28,270,325 | SubtotalAmt |
| Other Decreases | $946,845 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,323,480 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| PAIF LLC | P | $357,267 | -$357,267 | -$357,267 | |
| PAIF LLC | P | $1,640,376 | $1,640,376 | $1,640,376 | |
| PSIF LLC | P | $29,119 | -$29,119 | -$29,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,253,990 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,488,365 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,618,405 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047073 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,473,882 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,507,987 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049949 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,529,064 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,261,564 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048912 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,482,774 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $32,167,862 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046095 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,426,379 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,311,223 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047058 | DistributionYr5Rt |
| Total Distribution | 0.239087 | TotalDistributionRt |
| Average Distribution | 0.047817 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,546,837 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,556,292 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,929 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,570,221 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,587,113 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $13,929 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,929 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,929 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,041 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,041 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,112 | OverpaymentAmt |
| Applied To ES Tax | $16,112 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | PIEDMONT TRUST COMPANY | IndividualWithBooksNm |
| Phone | 3365748669 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 GREEN VALLEY RD | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE L DUFOURNIER | ||||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM L R SMITH | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET R WHITE | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EUDORA L RICHARDSON | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RICHARD G SMITH III | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LUNSFORD R SMITH | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SION A BONEY III | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARGARET W GALLAGHER | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAURINDA L DOUGLAS | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN PETER GALLAGHER | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LOUISE B MCCOY | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BARBARA R EVANS | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES L RICHARDSON | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARTIN M BONEY | ||||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SCOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC DIR/SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $73,737 | CompensationAmt |
| Employee Benefits | $5,335 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $147,275 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,497,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $545,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,042,474 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,042,474 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $495,637 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,546,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,627,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,627,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,929 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $17,445 | IncomeTaxAmt |
| Total Tax | $31,374 | TotalTaxAmt |
| Distributable Before Adj | $1,595,968 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,595,968 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,595,968 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,587,113 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,587,113 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,929 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,573,184 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,595,968 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,451,104 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,587,113 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,451,104 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,009 | 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 | $1,459,959 | 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 | MARY SCOTT HILLSDALE FUND INC PIEDM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3362745471 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETED APPLICATION WITH A COPY OF INTERNAL REVENUE SERVICE EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES VARY EACH YEAR, ONE IN SPRING AND ONE IN FALL | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF WHOLE LEARNING | |||||||
| 3500 WILLISTON RD | MINNETONKA | MN | 55345 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| BELL BUCKLE UNITED METHODIST CHURCH | |||||||
| PO BOX 357 | BELL BUCKLE | TN | 37020 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $7,300 |
| BOY SCOUTS OF AMERICA | |||||||
| 1405 WESTOVER TERRACE | GREENSBORO | NC | 27408 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| BUCKNELL UNIVERSITY | |||||||
| 1 DENT DR | LEWISBURG | PA | 17837 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| BULLINGTON GARDENS INC | |||||||
| 95 UPPER RED OAK TRAIL | HENDERSONVILLE | NC | 28792 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $6,500 |
| BUSINESS OF ART CENTER INC | |||||||
| 513 MANITOU AVE | MANITOU SPRINGS | CO | 80829 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $35,000 |
| CAMILLUS HOUSE | |||||||
| 1603 NW 7TH AVE | MIAMI | FL | 33136 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| CAPITAL CITY SYMPHONY | |||||||
| 1333 H ST NE | WASHINGTON | DC | 20002 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| CAROLINA THEATRE OF GREENSBORO | |||||||
| 310 S GREENE ST | GREENSBORO | NC | 27401 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| CHARITY GLOBAL INC | |||||||
| 40 WORTH STREET 330 | NEW YORK | NY | 10013 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| COALITIONS AND COLLABORATIVES INC | |||||||
| PO BOX 726 | LAKE GEORGE | CO | 80827 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| COLUMBUS SCHOOL FOR GIRLS | |||||||
| 65 SOUTH DREXEL AVENUE | COLUMBUS | OH | 43209 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $26,000 |
| COMMUNITY FOUNDATION OF GREATER GREENSBORO | |||||||
| 330 S GREENE ST SUITE 100 | GREENSBORO | NC | 27401 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| COMMUNITY FOUNDATION OF NEW JERSEY | |||||||
| 35 KNOX HILL RD | MORRISTOWN | NJ | 07960 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $1,000 |
| COMPASS OF CAROLINA | |||||||
| 1100 RUTHERFORD RD | GREENVILLE | SC | 29609 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $41,000 |
| CRAIG HOSPITAL FOUNDATION | |||||||
| 3425 S CLARKSON ST | ENGLEWOOD | CO | 80113 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| DAVIDSON COLLEGE | |||||||
| 405 N MAIN ST | DAVIDSON | NC | 28035 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $60,000 |
| DENTAL FOUNDATION OF NORTH CAROLINA INC | |||||||
| 385 S COLUMBIA ST | CHAPEL HILL | NC | 27599 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| FEW IN NUMBER PRIMITIVE BAPTIST CHURCH | |||||||
| UNKNOWN | ROCKY MOUNT | NC | 12345 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| FOOTHILLS HOUSING CORPORATION | |||||||
| 47 GARRETT STREET 205 | WARRENTON | VA | 20186 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| FOXCROFT SCHOOL | |||||||
| 22407 FOXHOUND LN | MIDDLEBURG | VA | 20117 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| FRESH TRUCK INC | |||||||
| 69 SHIRLEY ST | BOSTON | MA | 02119 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| GEORGETOWN UNIVERSITY | |||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| GREENSBORO HISTORY MUSEUM | |||||||
| 130 SUMMIT AVE | GREENSBORO | NC | 27401 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,700 |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 WEST GATE CITY BLVD | GREENSBORO | NC | 27406 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| GUILFORD COUNTY PARTNERSHIP FOR CHILDREN INC | |||||||
| 500 W FRIENDLY AVE SUITE 100 | GREENSBORO | NC | 27401 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| GUILFORD EDUCATION ALLIANCE | |||||||
| 311 POMONA DR | GREENSBORO | NC | 27407 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| HEARTS AND HANDS FOR HAITI | |||||||
| 6612 CREEDMOOR RD | RALEIGH | NC | 27613 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $24,000 |
| HISTORIC PRESERVATION FOUNDATION OF NORTH CAROLINA INC | |||||||
| 220 FAYETTEVILLE ST SUITE 200 | RALEIGH | NC | 27601 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| HOSPICE OF WAKE COUNTY INC | |||||||
| 250 HOSPICE CIR | RALEIGH | NC | 27607 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| HOUSE OF MERCY INC | |||||||
| 100 MCAULEY CIR | BELMONT | NC | 28012 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,507 |
| JULIET'S HOUSE ANIMAL RESCUE | |||||||
| 1111 MONTICELLO ST | GREENSBORO | NC | 27410 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| LAND TRUST ALLIANCE INC | |||||||
| 1250 H STREET NW SUITE 600 | WASHINGTON | DC | 20005 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $60,000 |
| LIFESPAN INC | |||||||
| 908 MCCLELLAN PL | GREENSBORO | NC | 27409 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $6,000 |
| LOCUST PROJECTS INC | |||||||
| 3852 NORTH MIAMI AVENUE | MIAMI | FL | 33127 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| MEDIC ONE FOUNDATION | |||||||
| 11747 NE 1ST ST SUITE 310 | BELLEVUE | WA | 98005 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| MOC BEAGLES INC | |||||||
| PO BOX 346 | MIDDLEBURG | VA | 20118 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| MOUNTAIN COMMUNITIES VOL FIRE DEPT | |||||||
| PO BOX 7278 | WOODLAND PARK | CO | 80863 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,000 |
| NANTUCKET ATHENEUM | |||||||
| 1 INDIA STREET | NANTUCKET | MA | 02554 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| NANTUCKET CONSERVATION FOUNDATION INC | |||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVE NW SUITE 1100 | WASHINGTON | DC | 20037 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| NATIVITY OF THE THEOTOKOS GREEK ORTHODOX | |||||||
| 121 ST ELIAS LANE | SAXONBURG | PA | 16056 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| NATURAL RESOURCES COUNCIL | |||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVENUE NW STE 300 | WASHINGTON | DC | 20036 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,500 |
| NEWARK CATHOLIC HIGH SCHOOL | |||||||
| 1 GREEN WAVE DRIVE | NEWARK | OH | 43055 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $1,000 |
| NORTH CAROLINA BUSINESS LEADERS FOR EDUCATION | |||||||
| 100 SAS CAMPUS DR BLDG T | CARY | NC | 27513 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION DISASTER RELIEF FUND | |||||||
| 3737 GLENWOOD AVE SUITE 460 | RALEIGH | NC | 27612 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| NORTH CAROLINA MUSEUM OF LIFE AND SCIENCE | |||||||
| 433 W MURRAY AVE | DURHAM | NC | 27704 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 1480 W LANE AVE | COLUMBUS | OH | 43221 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| PIEDMONT ENVIRONMENTAL COUNCIL | |||||||
| 45 HORNER ST | WARRENTON | VA | 20186 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| PROJECT ANGEL HEART | |||||||
| 4950 WASHINGTON STREET | DENVER | CO | 80216 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| PROMUSICA CHAMBER ORCHESTRA | |||||||
| 243 NORTH FIFTH STREET SUITE 202 | COLUMBUS | OH | 43215 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| READING CONNECTIONS INC | |||||||
| 122 N ELM ST SUITE 920 | GREENSBORO | NC | 27401 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| ROCK AND ROLL HALL OF FAME AND MUSEUM | |||||||
| 1100 ROCK ROLL BLVD | CLEVELAND | OH | 44114 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| RUTHERFORD COUNTY PRIMARY CARE | |||||||
| 1453 HOPE WAY | MURFREESBORO | TN | 37129 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| SAINT MARY'S SCHOOL | |||||||
| 900 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| SAN JUAN ISLAND EMS | |||||||
| 1079 SPRING ST | FRIDAY HARBOR | WA | 98250 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| SEAL HARBOR VILLAGE IMPRVMT SOCIETY INC | |||||||
| PO BOX 171 | SEAL HARBOR | ME | 04675 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| SHENANDOAH VALLEY CONSERVATION ALLIANCE | |||||||
| PO BOX 654 | WOODSTOCK | VA | 22664 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| SOUTH CENTRAL HUMAN RESOURCE AGENCY | |||||||
| 210 S MAIN ST | SHELBYVILLE | TN | 37160 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER INC | |||||||
| 201 W MAIN ST SUITE 14 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| SPECIAL KIDS INC | |||||||
| 2208 E MAIN ST | MURFREESBORO | TN | 37130 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| ST DEMETRIOS GREEK ORTHODOX CHURCH | |||||||
| 429 HIGH ST NE | WARREN | OH | 44481 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| ST VINCENT'S HOUSE | |||||||
| 2817 POSTOFFICE ST | GALVESTON | TX | 77550 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $66,047 |
| TAMMY LYNN MEMORIAL FOUNDATION INC | |||||||
| 739 CHAPPELL DR | RALEIGH | NC | 27606 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| THE CARYING PLACE INC | |||||||
| 491 JAMES JACKSON AVE | CARY | NC | 27513 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,000 |
| THE CENTER FOR CHILD AND FAMILY HEALTH INC | |||||||
| 1121 W CHAPEL HILL ST SUITE 100 | DURHAM | NC | 27701 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| THE FOUNTAINHEAD RESIDENCY INC | |||||||
| 5600 N BAYSHORE DR | MIAMI | FL | 33137 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| THE NORTH CAROLINA ARBORETUM SOCIETY | |||||||
| 100 FREDERICK LAW OLMSTEAD WAY | ASHEVILLE | NC | 28806 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $14,000 |
| THE PAST FOUNDATION | |||||||
| 1003 KINNEAR RD | COLUMBUS | OH | 43212 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| THE PLAINS COMMUNITY LEAGUE | |||||||
| PO BOX 432 | THE PLAINS | VA | 20198 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| THE PLAINS VOLUNTEER FIRE COMPANY | |||||||
| PO BOX 93 | THE PLAINS | VA | 20198 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| TRUSTEES OF BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| UNC CHAPEL HILL | |||||||
| 206 WEST FRANKLIN STREET SUITE 100 | CHAPEL HILL | NC | 27516 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| UNION PRESBYTERIAN SEMINARY | |||||||
| 3401 BROOK RD | RICHMOND | VA | 23227 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| UNITED ARTS COUNCIL OF GREATER GSO | |||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| UNITED WAY OF GREATER GREENSBORO | |||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| URBAN MINISTRIES OF WAKE COUNTY | |||||||
| 1390 CAPITAL BLVD | RALEIGH | NC | 27603 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| VIRGINIA EASTERN SHORE LAND TRUST | |||||||
| 36076 LANKFORD HWY | BELLE HAVEN | VA | 23306 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $1,000 |
| VIRGINIA ORGANIZING INC | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $16,500 |
| VIRGINIA UNITED LAND TRUST | |||||||
| 4308 NEWPORT DR | RICHMOND | VA | 23227 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| WHITE MEMORIAL PRESBYTERIAN CHURCH | |||||||
| 1704 OBERIN ROAD | RALEIGH | NC | 27608 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 117 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,442,554 | 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 | $7,383 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $946,844 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $954,227 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $954,227 | 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 | L RICHARDSON JR CH LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $856,598 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK CUSTODY FEES | CategoryTxt |
| Amt | $275 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $420 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $420 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIEDMONT ASSOCIATES INVESTMENT FUND LLC | $23,144,727 | $23,192,457 | $25,943,055 |
| PIEDMONT SOUTHEASTERN INVT FUND LLC | $3,442,192 | $3,410,438 | $3,278,838 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAIF DISTRIBUTIONS | $880,920 |
| PSIF DISTRIBUTIONS | $65,925 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EQUIPMENT | $424 | $0 | $424 |
| COMPUTER SERVICES | $7,926 | $0 | $7,926 |
| INSURANCE | $4,195 | $0 | $4,195 |
| ACCTG,CHARITABLE & GRANT ADMINISTRATION | $147,000 | $132,300 | $14,700 |
| SHARED EXPENSES | $221 | $0 | $222 |
| MOVING EXPENSES | $1,146 | $0 | $1,146 |
| SUBSCRIPTIONS | $212 | $0 | $213 |
| UTILITIES | $890 | $0 | $890 |
| PA LLC-OTHER EXPENSES | $0 | $300,132 | $142 |
| PS LLC-OTHER EXPENSES | $0 | $7,496 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT FUND DISTRIBUTIONS | $946,844 | $0 | $946,844 |
| PAIF LLC OTHER INCOME | -$46,429 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAIF LLC K-1 ADJUSTMENTS | $1,578,650 |
| PSIF LLC K-1 ADJUSTMENTS | $34,171 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $0 | $23,140 | $0 |
| STATE INCOME TAXES PAID | $7,472 | $0 | $0 |
| 990-PF EXTENSION AND ESTIMATED PAYMENTS | $35,600 | $0 | $0 |
| 990-T EXTENSION AND ESTIMATED PAYMENTS | $90,100 | $0 | $0 |
| PAYROLL TAXES | $5,881 | $0 | $5,842 |
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