SMITH FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SMITH FAMILY FOUNDATION (EIN 56-6040787)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-13
- IRS object ID
- 202003189349104005
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T17:00:54-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566040787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMIT | BusinessNameControlTxt |
| Phone | 3365381000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GREEN VALLEY ROAD SUITE 304 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H SMITH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3365381000 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.68.127.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 734F1111216BFBD270EFB560649E176640C291B2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 11E24515092B58C3C07CFF0FF65827F42873FB86 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,232,774 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,988 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $93,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,247,912 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,279,693 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,247,912 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,397,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,338,987 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,631 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,705 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,926 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,439 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,224 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,130 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,130 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,130 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,356 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $343,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $294,856 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,053,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,290,628 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $85,796 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,380 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,380 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,212,043 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,194,896 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,160,194 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $534,205 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $450,193 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $472,655 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $374,992 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $505,794 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $529,545 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,207,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,221,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,232,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,207,036 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,221,263 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,207,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,221,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,207,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,221,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,207,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,053,992 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,517 | OtherIncreasesAmt |
| Subtotal | $4,266,545 | SubtotalAmt |
| Other Decreases | $45,282 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,221,263 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 163.747 VANGUARD GROWTH INDEX INSTL | 2011-03-08 | 2019-12-18 | $15,148 | $5,389 | $9,759 | $9,759 | |
| 459.805 VANGUARD GROWTH INDEX INSTL | 2011-03-08 | 2020-03-10 | $40,840 | $15,132 | $25,708 | $25,708 | |
| 5739.391 DFA EMERGING MARKETS VALUE PORTFOLIO | 2016-11-21 | 2020-03-18 | $105,260 | $140,481 | -$35,221 | -$35,221 | |
| 409.807 DFA EMERGING MARKETS VALUE PORTFOLIO | 2006-06-12 | 2020-03-18 | $7,516 | $8,511 | -$995 | -$995 | |
| 24.347 DFA EMERGING MARKETS SMALL CAP PORTFOLIO | 2013-02-20 | 2020-03-18 | $329 | $530 | -$201 | -$201 | |
| 372.578 DFA U.S. LARGE CAP VALUE PORTFOLIO | 2006-01-23 | 2020-03-18 | $8,994 | $8,312 | $682 | $682 | |
| 239.897 DFA REAL ESTATE SECURITIES PORTFOLIO | 2012-07-09 | 2020-03-18 | $6,780 | $6,408 | $372 | $372 | |
| 1837.77 DFA INVESTMENT GRADE PORTFOLIO | 2016-11-21 | 2020-03-18 | $20,454 | $19,811 | $643 | $643 | |
| 12661.796 DFA INTERNATIONAL VALUE PORTFOLIO | 2016-11-21 | 2020-03-18 | $133,202 | $197,683 | -$64,481 | -$64,481 | |
| 794.061 DFA INTERNATIONAL VALUE PORTFOLIO | 2005-06-15 | 2020-03-18 | $8,354 | $12,657 | -$4,303 | -$4,303 | |
| 5423.481 VANGUARD TOTAL BOND MARKET INDEX INSTL | 2014-09-23 | 2020-03-18 | $59,441 | $58,519 | $922 | $922 | |
| 296.176 VANGUARD SHORT TERM INVESTMENT GRADE INS | 2012-07-09 | 2020-03-18 | $3,104 | $3,190 | -$86 | -$86 | |
| 1468.35 VANGUARD SHORT TERM INVESTMENT GRADE INS | 2011-03-08 | 2020-03-18 | $15,388 | $15,829 | -$441 | -$441 | |
| 3794.311 VANGUARD TOTAL INTERNATIONAL BOND INDEX | 2016-11-21 | 2020-03-18 | $126,730 | $119,759 | $6,971 | $6,971 | |
| 526.472 VANGUARD SMALL CAP GROWTH INDEX INSTL | 2016-11-21 | 2020-03-18 | $19,079 | $19,716 | -$637 | -$637 | |
| 67.235 VANGUARD GROWTH INDEX INSTL | 2011-03-08 | 2020-03-18 | $4,944 | $2,213 | $2,731 | $2,731 | |
| 2520.847 VANGUARD GROWTH INDEX INSTL | 2007-06-14 | 2020-03-18 | $185,358 | $70,390 | $114,968 | $114,968 | |
| 3159.869 DFA INTERNATIONAL REAL ESTATE SEC PORTFO | 2020-03-18 | 2020-06-08 | $12,892 | $9,638 | $3,254 | $3,254 | |
| 4180.59 DFA INTERNATIONAL REAL ESTATE SEC PORTFO | 2012-07-09 | 2020-06-08 | $17,057 | $19,823 | -$2,766 | -$2,766 | |
| 383.134 DFA EMERGING MARKETS VALUE PORTFOLIO | 2005-06-15 | 2020-06-08 | $9,268 | $7,554 | $1,714 | $1,714 | |
| 3812.52 DFA EMERGING MARKETS SMALL CAP PORTFOLIO | 2016-11-21 | 2020-06-08 | $69,998 | $76,666 | -$6,668 | -$6,668 | |
| 2690.924 DFA INTERNATIONAL SMALL COMPANY PORTFOLI | 2008-09-12 | 2020-06-08 | $45,288 | $46,604 | -$1,316 | -$1,316 | |
| 4661.073 DFA INTERNATIONAL SMALL COMPANY PORTFOLI | 2016-11-21 | 2020-06-08 | $78,446 | $66,458 | $11,988 | $11,988 | |
| 14028.862 DFA INTERNATIONAL SMALL COMPANY PORTFOLI | 2020-03-18 | 2020-06-08 | $236,106 | $162,875 | $73,231 | $73,231 | |
| 6795.422 DFA EMERGING MARKETS PORTFOLIO | 2020-03-18 | 2020-06-08 | $176,681 | $134,685 | $41,996 | $41,996 | |
| 3071.49 DFA U.S. SMALL CAP VALUE PORTFOLIO | 2018-02-02 | 2020-06-08 | $89,565 | $113,940 | -$24,375 | -$24,375 | |
| 200.817 DFA U.S. LARGE CAP VALUE PORTFOLIO | 2006-01-23 | 2020-06-08 | $6,888 | $4,480 | $2,408 | $2,408 | |
| 1115.291 DFA U.S. LARGE CAP VALUE PORTFOLIO | 2012-07-09 | 2020-06-08 | $38,254 | $23,364 | $14,890 | $14,890 | |
| 60.751 DFA REAL ESTATE SECURITIES PORTFOLIO | 2012-07-09 | 2020-06-08 | $2,354 | $1,623 | $731 | $731 | |
| 930.791 DFA REAL ESTATE SECURITIES PORTFOLIO | 2009-06-12 | 2020-06-08 | $36,068 | $11,951 | $24,117 | $24,117 | |
| 4600.417 DFA LARGE CAP INTERNATIONAL PORTFOLIO | 2020-03-18 | 2020-06-08 | $100,473 | $72,549 | $27,924 | $27,924 | |
| 11093.813 DFA LARGE CAP INTERNATIONAL PORTFOLIO | 2016-11-21 | 2020-06-08 | $242,289 | $197,833 | $44,456 | $44,456 | |
| 2115.166 DFA LARGE CAP INTERNATIONAL PORTFOLIO | 2008-09-12 | 2020-06-08 | $46,195 | $50,750 | -$4,555 | -$4,555 | |
| 8575.905 DFA INTERNATIONAL VALUE PORTFOLIO | 2012-07-09 | 2020-06-08 | $129,496 | $121,112 | $8,384 | $8,384 | |
| 5315.622 DFA INTERNATIONAL VALUE PORTFOLIO | 2004-09-08 | 2020-06-08 | $80,266 | $75,452 | $4,814 | $4,814 | |
| 599.219 VANGUARD SMALL CAP GROWTH INDEX INSTL | 2016-11-21 | 2020-06-08 | $34,635 | $22,441 | $12,194 | $12,194 | |
| 405.087 VANGUARD GROWTH INDEX INSTL | 2005-03-18 | 2020-06-08 | $42,036 | $10,358 | $31,678 | $31,678 | |
| 9838.9 DFA U.S. SMALL CAP VALUE PORTFOLIO | 2020-03-18 | 2020-06-12 | $250,203 | $178,576 | $71,627 | $71,627 | |
| 6122.654 DFA U.S. SMALL CAP VALUE PORTFOLIO | 2016-11-21 | 2020-06-12 | $155,699 | $155,869 | -$170 | -$170 | |
| 517.545 DFA U.S. SMALL CAP VALUE PORTFOLIO | 2009-06-12 | 2020-06-12 | $13,161 | $8,172 | $4,989 | $4,989 | |
| 10925.922 DFA U.S. LARGE CAP VALUE PORTFOLIO | 2012-07-09 | 2020-06-12 | $337,611 | $221,796 | $115,815 | $115,815 | |
| 14108.151 DFA U.S. LARGE CAP VALUE PORTFOLIO | 2009-06-12 | 2020-06-12 | $435,942 | $269,325 | $166,617 | $166,617 | |
| 743.842 DFA 5 YEAR GLOBAL FIXED INC PORTFOLIO | 2020-03-18 | 2020-06-12 | $8,063 | $7,989 | $74 | $74 | |
| 457.957 DFA WORLD EX U.S. GOVERNMENT FIXED INCOMPORTFOLIO | 2016-11-21 | 2020-06-12 | $4,859 | $4,657 | $202 | $202 | |
| 277.398 DFA INVESTMENT GRADE PORTFOLIO | 2016-11-21 | 2020-06-12 | $3,309 | $2,990 | $319 | $319 | |
| 1079.613 VANGUARD TOTAL BOND MARKET INDEX INSTL | 2014-09-23 | 2020-06-12 | $12,491 | $11,649 | $842 | $842 | |
| 506.96 VANGUARD SHORT TERM INVESTMENT GRADE INS | 2012-07-09 | 2020-06-12 | $5,526 | $5,460 | $66 | $66 | |
| 1780.929 VANGUARD SMALL CAP GROWTH INDEX INSTL | 2016-11-21 | 2020-06-12 | $96,099 | $55,517 | $40,582 | $40,582 | |
| 1789.639 VANGUARD SMALL CAP GROWTH INDEX INSTL | 2008-04-07 | 2020-06-12 | $96,569 | $32,999 | $63,570 | $63,570 | |
| 5105.072 VANGUARD GROWTH INDEX INSTL | 2005-03-18 | 2020-06-12 | $511,120 | $130,535 | $380,585 | $380,585 | |
| 623.552 VANGUARD GROWTH INDEX INSTL | 2020-03-10 | 2020-06-12 | $62,430 | $11,561 | $50,869 | $50,869 | |
| CAPITAL GAIN DIVIDENDS | $31,435 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,247,912 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $234,291 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,628,966 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050614 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $226,937 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,852,093 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046771 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $219,830 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,410,527 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049842 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $217,135 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,233,588 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051289 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $226,365 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,557,539 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049668 | DistributionYr5Rt |
| Total Distribution | 0.248184 | TotalDistributionRt |
| Average Distribution | 0.049637 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,401,860 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $218,495 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,906 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $231,401 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $294,856 | 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 | $12,906 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,906 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,184 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,184 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,722 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST COMPANY OF THE SOUTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3365381000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GREEN VALLEY ROAD SUITE 304 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TRUST COMPANY OF THE SOUTH | ||||||
| 800 GREEN VALLEY ROAD | GREENSBORO | NC | 27408 | TRUSTEE | 1 | $29,631 |
| JAMES H SMITH JR | ||||||
| 223 SHADY DRIVE | BURLINGTON | NC | 272154854 | EXECUTIVE DIRECTOR | 8 | $25,000 |
| WILLIAM H SMITH | ||||||
| C/O TRUST COMPANY OF THE SOUTH | GREENSBORO | NC | 27408 | OFFICER | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,388,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,026 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,468,893 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,468,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,401,860 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,906 | TotalTaxAmt |
| Distributable Before Adj | $207,187 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $207,187 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $207,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $294,856 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $294,856 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,906 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $281,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $207,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,313 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,800 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,272 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,210 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $294,856 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $207,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,669 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $109,264 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,313 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,951 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,800 | ExcessFromYear4Amt |
| Excess From Year3 | $4,272 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $7,210 | ExcessFromYear1Amt |
| Excess From Current Year | $87,669 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NC AT CHAPEL HILL | ||||||||
| ENDOWMENT FOR PHILOSOPHYPOLITICS & ECON | PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | GIFT | $10,000 |
| PET ADOPTION & WELFARE SOCIETY | ||||||||
| PO BOX 2440 | BURLINGTON | NC | 27216 | NONE | PC | GIFT | $2,500 | |
| ELON ACADEMY | ||||||||
| ALAMANCE BUILDING 216 | 2108 CAMPUS BOX | ELON | NC | 27244 | NONE | PC | GIFT | $2,500 |
| SALVATION ARMY | ||||||||
| PO BOX 1238 | BURLINGTON | NC | 27216 | NONE | PC | GIFT | $2,500 | |
| ROTARY CAROUSEL LLC | ||||||||
| 330 SOUTH GREENE STREET STE 304 | GREENSBORO | NC | 27401 | NONE | PC | GIFT | $15,000 | |
| THE TAFT SCHOOL | ||||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PC | GIFT | $2,500 | |
| OLD NORTH STATE COUNCIL | ||||||||
| BOY SCOUTS OF AMERICA | PO BOX 29046 | GREENSBORO | NC | 27429 | NONE | PC | GIFT | $2,500 |
| SOCIONOMICS FOUNDATION | ||||||||
| PO BOX 1618 | GAINESVILLE | GA | 30503 | NONE | PC | GIFT | $5,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| 499 DEACON BOULEVARD | WINSTONSALEM | NC | 27105 | NONE | CHARITY | GIFT | $5,000 | |
| SAINT BASIL ORTHODOX CHURCH | ||||||||
| 4601 BLUE CLAY ROAD | CASTLE HAYNE | NC | 28429 | NONE | PC | GENERAL | $4,000 | |
| FRONT STREET UMC | ||||||||
| PO BOX 2597 | BURLINGTON | NC | 27216 | NONE | PC | GIFT | $18,000 | |
| ABC OF NC | ||||||||
| 905 FRIEDBERG CHURCH RD | WINSTONSALEM | NC | 27127 | NONE | PC | GIFT | $2,500 | |
| ALAMANCE COMMUNITY COLLEGE FOUNDATION | ||||||||
| ATTN CAROYLYN RHODE | PO BOX 8000 | GRAHAM | NC | 272538000 | NONE | PC | GIFT | $6,000 |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7029 ALBERT PICK RD 200 | GREENSBORO | NC | 27409 | NONE | PC | GIFT | $5,000 | |
| EFLAND UNITED METHODIST CHURCH | ||||||||
| 34185 US-70 | EFLAND | NC | 27243 | NONE | PC | GIFT | $3,000 | |
| FIRST UNITED METHODIST CHURCH GRAHAM | ||||||||
| 303 N MAIN ST | GRAHAM | NC | 27253 | NONE | PC | GIFT | $2,500 | |
| GREENSBORO CHAMBER OF COMMERCE | ||||||||
| 111 W FEBRUARY 1 PL | GREENSBORO | NC | 27401 | NONE | PC | GIFT | $5,000 | |
| JDRF | ||||||||
| 216 W MARKET ST B | GREENSBORO | NC | 27405 | NONE | PC | GIFT | $1,500 | |
| MEDICAL FOUNDATION OF NC INC | ||||||||
| 123 W FRANKLIN ST 510 | CHAPEL HILL | NC | 27516 | NONE | PC | GIFT | $20,000 | |
| MULLIGANS FORE MS | ||||||||
| 3029 AMHERST AVE | BURLINGTON | NC | 27215 | NONE | PC | GIFT | $2,500 | |
| NC SOCIETY OF THE CINCINNATI | ||||||||
| 2511 FAIRVIEW RD | RALEIGH | NC | 27609 | NONE | PC | GIFT | $1,000 | |
| THE BARNABAS NETWORK | ||||||||
| 838 WINSTON ST | GREENSBORO | NC | 27405 | NONE | PC | GIFT | $5,000 | |
| THE LAMB'S CHAPEL | ||||||||
| 3539 ALAMANCE ROAD | BURLINGTON | NC | 27215 | NONE | PC | GIFT | $2,500 | |
| UNITED WAY OF GREATER GREENSBORO | ||||||||
| 1500 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NONE | PC | GIFT | $10,000 | |
| ALAMANCE COUNTY ECONOMIC | ||||||||
| DEVELOPMENT FOUNDATION | PO BOX 450 | BURLINGTON | NC | 27216 | NONE | PC | GIFT | $10,000 |
| NEW LEAF SOCIETY | ||||||||
| ATTN JANICE BURGESS | PO BOX 4083 | BURLINGTON | NC | 27216 | NONE | PC | PUBLIC SUPPORT | $2,500 |
| SWINGPALS INC | ||||||||
| PO BOX 2994 | DURHAM | NC | 27715 | NONE | PC | GIFT | $2,500 | |
| J HAROLD SMITH CAROLINA SCHOLARS FUND | ||||||||
| SUITE 304 | 800 GREEN VALLEY RD | GREENSBORO | NC | 27408 | NONE | PC | GIFT | $15,000 |
| VIRGINIA EPISCOPAL SCHOOL | ||||||||
| 400 VES ROAD | LYNCHBURG | VA | 24503 | NONE | PC | GIFT | $2,500 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 402 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NONE | PC | GIFT | $2,500 | |
| ARMC FOUNDATION | ||||||||
| 1240 HUFFMAN MILL ROAD | BURLINGTON | NC | 27215 | NONE | PC | GIFT | $2,500 | |
| METHODIST HOME FOR CHILDREN | ||||||||
| 1041 WASHINGTON ST | RALEIGH | NC | 27605 | NONE | PC | GIFT | $3,000 | |
| ALAMANCE COUNTY ENDOWMENT | ||||||||
| FOR THE ARTS | 213 SOUTH MAIN STREET | GRAHAM | NC | 27253 | NONE | PC | GIFT | $2,500 |
| RALPH SCOTT LIFESERVICES INC | ||||||||
| 408 WEST TRADE STREET | BURLINGTON | NC | 27217 | NONE | PC | GIFT | $2,500 | |
| HOSPICE OF ALAMANCE-CASWELL | ||||||||
| ATTN CAROLINE DURHAM | 914 CHAPEL HILL ROAD | BURLINGTON | NC | 27215 | NONE | PC | GIFT | $2,500 |
| ALAMANCE COMMUNITY FOUNDATION | ||||||||
| PO BOX 726 | BURLINGTON | NC | 27216 | NONE | PC | GIFT | $5,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| PO BOX 29046 | GREENSBORO | NC | 27429 | NONE | PC | GIFT | $25,000 | |
| ALAMANCE ELDER CARE INC | ||||||||
| PO BOX 202 | BURLINGTON | NC | 272160202 | NONE | PC | GIFT | $2,500 | |
| POSITIVE ATTITUDE YOUTH CENTER | ||||||||
| 229 N GRAHAM HOPEDALE RD | BURLINGTON | NC | 27217 | NONE | PC | PUBLIC SUPPORT | $2,500 | |
| THE EDUCATION FOUNDATION | ||||||||
| PO BOX 2446 | CHAPEL HILL | NC | 27515 | NONE | PC | GIFT | $34,000 | |
| GREENSBORO SYMPHONY ORCHESTRA | ||||||||
| 200 NORTH DAVIE STREET | GREENSBORO | NC | 27401 | NONE | PC | PUBLIC SUPPORT | $3,500 | |
| NC COMMUNITY FOUNDATION | ||||||||
| 4601 SIX FORKSROAD SUITE524 | RALEIGH | NC | 27609 | NONE | PC | GIFT | $15,000 | |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | NONE | PC | GIFT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,392 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,247,912 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,341,304 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,341,304 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM SMITH | |||||||
| 1 | C/O TRUST COMPANY OF THE SOUTH | GREENSBORO | NC | 27408 | $15,148 | Yes (X) | Yes (X) |
| WILLIAM SMITH | |||||||
| 2 | C/O TRUST COMPANY OF THE SOUTH | GREENSBORO | NC | 27408 | $40,840 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 163.747 SHARES OF STOCK VIGIX | $15,148 | 2019-12-18 |
| 2 | 459.805 SHARES OF STOCK VIGIX | $40,840 | 2020-03-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $300 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| HEARTLAND INCOME INCLUDED | $8,230 |
| COST BASIS ADJ | $18,302 |
| PLEXUS ADJ | $18,750 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $2,130 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,130 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,130 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJ | Desc |
| Amt | $5,517 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COMPANY SHOPS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $50,000 | LoanOriginalAmt |
| Note | 2010-03 | NoteDt |
| Interest | 0 | InterestRt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| WILLIAM SMITH | |||
| C/O TRUST COMPANY OF THE SOUTH | GREENSBORO | NC | 27408 |
| WILLIAM SMITH | |||
| C/O TRUST COMPANY OF THE SOUTH | GREENSBORO | NC | 27408 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,224 | $2,224 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $31 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,092 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,092 | $0 | $0 |
Comments