DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-25
IRS object ID
202031779349100908
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-25T10:38:08-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042508450PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1INCOME TAX ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17020 CENTRAL AVEAddressLine1Txt
CitySAINT PETERSBURGCityNm
State AbbreviationFLStateAbbreviationCd
ZIP337071213ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043368096EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONAHUE CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone7048777621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28209ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD C DONAHUEPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone7048777621PhoneNum
Signature2020-06-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD DONAHUE CPAPreparerPersonNm
PTINP00448234PTIN
Phone7273504612PhoneNum
Preparation2020-06-24PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.38.98.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-25IPDt
IP Tm10:38:08IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9ACDAEECC1584C8213D475BA5A5DD312D9BAC377AtSubmissionCreationDeviceId
At Submission Filing Device Id6F1D86DFD75896809B32447BB144AF9E2F8244CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,725,108FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$56,604ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,188InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,188InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$35,472DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,472DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$115,220NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$165,391GrossSalesPriceAmt
Other Income Rev And Expnss$3,125OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$3,125OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$211,609TotalRevAndExpnssAmt
Total Net Invst Incm$36,660TotalNetInvstIncmAmt
Total Adj Net Incm$3,125TotalAdjNetIncmAmt
Taxes Rev And Expnss$402TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$10,507TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$10,507TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$160PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$160PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,822OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,639OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,891TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,306TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$214,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$214,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$228,041TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$226,456TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,432ExcessRevenueOverExpensesAmt
Net Investment Income$36,660NetInvestmentIncomeAmt
Adjusted Net Income$3,125AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$40,289CashBOYAmt
Cash EOY$43,602CashEOYAmt
Cash EOYFMV$43,602CashEOYFMVAmt
Corporate Stock BOY$1,082,154CorporateStockBOYAmt
Corporate Stock EOY$1,003,344CorporateStockEOYAmt
Corporate Stock EOYFMV$5,610,790CorporateStockEOYFMVAmt
Corporate Bonds BOY$56,988CorporateBondsBOYAmt
Corporate Bonds EOY$56,988CorporateBondsEOYAmt
Corporate Bonds EOYFMV$70,716CorporateBondsEOYFMVAmt
Total Assets BOY$1,179,431TotalAssetsBOYAmt
Total Assets EOY$1,103,934TotalAssetsEOYAmt
Total Assets EOYFMV$5,725,108TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,179,431NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,103,934NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,179,431TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,103,934TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,179,431TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,103,934TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,179,431TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,432ExcessRevenueOverExpensesAmt
Other Increases-$59,065OtherIncreasesAmt
Subtotal$1,103,934SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,103,934TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$263,693AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,060,584NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052107DistributionYr1Rt
Adjusted Qlfy Distri Yr2$181,886AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,967,051NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.061302DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,464AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,191,132NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.003406DistributionYr3Rt
Adjusted Qlfy Distri Yr4$84,501AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,961,238NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043086DistributionYr4Rt
Adjusted Qlfy Distri Yr5$163,703AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,025,382NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.080826DistributionYr5Rt
Total Distribution0.240727TotalDistributionRt
Average Distribution0.048145AverageDistributionRt
Net Vl Noncharitable Assets$5,189,710NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$249,859AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$367NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$250,226AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$226,456QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$733InvestmentIncomeExciseTaxAmt
Subtotal$733SubtotalAmt
Tax Based On Investment Income$733TaxBasedOnInvestmentIncomeAmt
Tax Due$733TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELE DUDLEYIndividualWithBooksNm
Phone7048777621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMICHELE DUDLEYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13000 SOMERSET DRIVEAddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28099ZIPCd
FieldValueIRS element (for citing)
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT OF EDUCATION EQUALS HOPE, A MINISTRY THAT SUPPORTS DESPERATE CHILDREN AROUND THE WORLD. WE SPECIFICALLY SUPPORT A SMALL SCHOOL FOR THE BLIND IN RWANDA AND A HOME FOR FORMERLY TRAFFICKED GIRLS IN ECUADORDescription1Txt
Expenses1$30,000Expenses1Amt
Description2SUPPORT OF FASHION & COMPASSION, A NON-PROFIT ORGANIZATION THAT SUPPORTS WOMEN AND MEN OVERCOMING POVERTY AND INJUSTICE IN THE US AND & OTHER COUNTRIES THROUGH HOLISITIC ECONOMIC EMPOWERMENTDescription2Txt
Expenses2$26,554Expenses2Amt
Description3SUPPORT OF ALARM, AFRICAN LEADERSHIP AND RECONCILIATION MINISTRIES, WHICH PROVIDES EDUCATION, TRAINING AND COMMUNUITY TRANSFORMATION TO COUNTRIES IN EAST AFRICADescription3Txt
Expenses3$19,620Expenses3Amt
Description4EDUCATIONAL SUPPORT OF LOCAL AND INTERNATIONAL STUDENTS WHO ARE FUTURE LEADERS IN THEIR COMMUNITIES BUT LACK ADEQUATE FINANCIAL SUPPORT. THIS SUPPORT IS PROVIDED DIRECTLY TO ACADEMIC INSTITUTIONS AS WELL AS THROUGH OTHER NON-PROFIT ORGANIZATIONS PROVIDING SCHOLARSHIPS AND SPONSORSHIPS.Description4Txt
Expenses4$15,226Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,226,609AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,132AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,268,741TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,268,741AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$79,031CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,189,710NetVlNoncharitableAssetsAmt
Minimum Investment Return$259,486MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$259,486MinimumInvestmentReturnAmt
Tax Based On Investment Income$733TaxBasedOnInvestmentIncomeAmt
Total Tax$733TotalTaxAmt
Distributable Before Adj$258,753DistributableBeforeAdjAmt
Distributable Before Ded$258,753DistributableBeforeDedAmt
Distributable As Adjusted$258,753DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$226,456ExpensesAndContributionsAmt
Qualifying Distributions$226,456QualifyingDistributionsAmt
Adjusted Qualifying Distri$226,456AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$258,753DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$15,169ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,464ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$33,755ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,204ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$67,592TotalExcessDistributionCyovAmt
Qualifying Distributions$226,456QualifyingDistributionsAmt
Applied To Current Year$226,456AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$32,297ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$32,297ExcessDistributionCyovAppCYAmt
Total Corpus$35,295TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$35,295ExcessDistriCyovToNextYrAmt
Excess From Year2$24,091ExcessFromYear2Amt
Excess From Year1$11,204ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHELE DUDLEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Form And Info And MaterialsSTUDENT WE GRANT SCHOLARSHIP TO MUST COMPLETE AN INTERVIEW AND A SCHOLARSHIP APPLICATIONFormAndInfoAndMaterialsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MINISTRY ALLIANCE
10801 JOHNSTON ROADCHARLOTTENC28226PRAYER SUPPORT$2,400
EDUCATION EQUALS HOPE
102 ACADEMY STREETFORT MILLSC29715CASA ADALIA & BLESSING SCHOOL$30,000
FOREST HILL CHURCH
7224 PARK ROADCHARLOTTENC28210CHURCH SUPPORT$7,500
HUMAN COALITION
1505 EAST 4TH STCHARLOTTENC28204CRISIS PREGNANCY$1,500
YOUNG LIFE
6707 FAIRVIEW ROADCHARLOTTENC28210YOUTH MINISTRY$2,763SUITE A
ALARM
14140 MIDWAY ROADDALLASTX75244AFRICAN MINISTRY$19,620
OUR LITTLE ROSES
PO BOX 530947MIAMI SHORESFL33153ORPHAN CARE$500
MYERS PARK HIGH SCHOOL
2400 COLONY ROADCHARLOTTENC28209COLLEGE SCHOLARSHIP$525
FASHION COMPASSION
1717 CLEVELAND AVECHARLOTTENC28203WOMEN'S EMPOWERMENT$26,554
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO809213668CHILD SPONSORSHIP$5,141
HOPE INTERNATIONAL
227 GRANITE RUN DRIVELANCASTERPA17601MICROFINANCE$3,000SUITE 250
CAMPUS CRUSADE
100 LAKE HART DRIVEORLANDOFL32832EVANGELISM$600
UNITED WORLD MISSION
205 REGENCY EXECUTIVE PARCHARLOTTENC28217MISSIONARY SUPPORT$3,250
SCHOLARSHIPS SCHOLAR EXPENSES
3000 SOMERSET DRIVECHARLOTTENC28209COLLEGE SCHOLARSHIPS & HOUSING GRANT$15,226
BEST BUDDIES
10020 MONROE ROADMATTREWSNC28105CHILDREN WITH DISABILITIES$1,795
CAROLINA BREAST FRIENDS
1607 E MOREHEAD STREETCHARLOTTENC28207WOMENS HEALTH$2,733
CHANGED CHOICES
501 HAWTHORNE LANECHARLOTTENC28205JUSTICE INIATIVES$3,000
HOSKINS PARK MINISTRIES
107 CROMER STREETCHARLOTTENC28208FAMILY CRISIS ASSISTANCE$1,500
NATL M S RESEARCH
3101 INDUSTRIAL DRIVERALEIGHNC27609MS RESEARCH$5,640
PROJECT 658
CENTRAL AVENUECHARLOTTENC28205JUSTICE INITIATIVES$200
SEARCH MINISTRIES
1043 E MOREHEAD STCHARLOTTENC28204MISSIONARY SUPPORT$1,500
S I M
14830 CHOATE CIRCLECHARLOTTENC28273INTL CHILDRENS SUPPORT$1,200
THE HARVEST CENTER
2225 FREEDOM DRIVECHARLOTTENC28208CRISIS ASSISTANCE$2,500
UNPACKIN IT
P O BOX 473173CHARLOTTENC28247FAMILY SUPPORT$500
MOMENTS OF HOPE CHURCH
4500 CAMERON VALLEY PKWYCHARLOTTENC28211CHURCH SUPPORT$2,500
CARE INTERNATIONAL
151 ELLIS STREET NEATLANTAGA30303INTERNATIONAL CHILD SUPPORT$9,750
THE SALVATIONS ARMY
534 SPRATT STREETCHARLOTTENC28206FAMILY SUPPORT$1,000
MAGDALENE HOUSE
P O BOX 1286LADSONSC29456DISTRESSED WOMEN SIAD$1,500
OTHER CHARITABLE GIVING
3000 SOMERSET DRIVECHARLOTTENC28209SUPPORT CHRILDREN & FAMILIES$1,864
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STWATERTOWNMA02472AFRICA FORUM FOR THE BLIND$1,410
CHARLOTTE RESCUE MISSION
907 WEST 1ST STREETCHARLOTTENC28202ADDICTION RECOVERY PROGRAM$5,000
CHARLOTTE EAGLES
8510 MCALPINE PARK DRIVECHARLOTTENC28211SOCCER SCHOLARSHIPS FOR AT RISK YOUT$2,000SUITE 109
CENTRAL CHURCH OF GOD
5301 SARDIS ROADCHARLOTTENC28270CHURCH SUPPORT$300
FOUNDATION FIGHTING BLINDNESS
7168 COLUMBIA GATEWAY DRCOLUMBIAMD21046EYE DISEASE RESEARCH$5,000SUITE 100
FREE METHODIST CHURCH OF BURUNDI
77 NORTH HIGH SCHOOL ROADINDIANAPOLISIN46214MEDICAL SUPPORT FOR BISHOP DEO$2,500
HALFTIME CAROLINAS
PO BOX 2782MORGANTONNC28680MEN'S MINISTRY$5,250
HILLSIDE HOPE
MUSANZENORTHERN PROVINCENC28209SUPPORT OF BLIND EDUCATION$2,100
HOLY YOGA
1334 EAST CHANDLER BLVDPHOENIXAZ85048YOGA TRAINING FOR TRAUMA SURVIVORS$4,179SUITE 5 B-71
HUNTER FIRST BAPTIST CHURCH
693 TN-91ELIZABETHTONTN37643CHURCH SUPPORT$1,000
MERCY HOUSE GLOBAL
5814 FM 1488 RDMAGNOLIATX77354MATERNITY HOME IN KENYA$2,500
OPPORTUNITY COLLABORATION
PO BOX 757SANTA CRUZCA95061COLLABORATIVE ANTI-POVERTY CONVENING$3,450
PROVERBS 31 MINISTRIES
600 TEAM ROADMATTHEWSNC28105WOMEN'S MINISTRY$5,000
SEEDS OF HOPE
7224 PARK ROADCHARLOTTENC28210COLLEGE SCHOLARSHIPS$2,500
SOCIAL VENTURE PARTNERS
212 SOUTH TRYON STCHARLOTTENC28281GRANTS TO 10 START-UP NON-PROFITS$10,000
THE GATHERING
6125 PALUXY DRIVETYLERTX75703PHILANTHROPY EDUCATION$2,200
WOMEN'S IMPACT FUND
2525 DISTRIBUTION STCHARLOTTENC28203COLLECTIVE GIVING$1,300
SALESIAN MISSION
2 LE FEVRES LANENEW ROCHELLENY10801INTERNATIONAL CRISIS ASSISTANCE$500
HEALTHY DEMOCRACY COALITION
5757 W CENTURY BLVDLOS ANGELESCA90045BRIDGING DIVIDES$500SUITE 410
INTERVARSITY
635 SCIENCE DRMADISONWI53711CAMPUS DISCIPLESHIP$700
MASONIC EDUCATION CHARITY
186 TREMONT STBOSTONMA02111SCHOLARSHIP$500
THE SPRINGS
8173 DAVISON ROADOLDENBURGIN47036RETREAT CENTER$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$214,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$1,188ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$35,472ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$115,220RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFROM VOYA FINANCIALDesc
Related Or Exempt Function Incm$3,125RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$36,660ExclusionAmt
Related Or Exempt Function Incm$118,345RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$155,005TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (12 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
WABTEC CORP2019-02PURCHASE2019-02$54$55-$1
WABTEC CORP2019-02PURCHASE2019-06$680$740-$60
G WILLI FOOD2014-06PURCHASE2019-03$4,120$3,307$813
G WILLI FOOD2014-06PURCHASE2019-07$46$33$13
G WILLI FOOD2014-06PURCHASE2019-07$2,045$1,323$722
G WILLI FOOD2014-06PURCHASE2019-07$8,175$5,258$2,917
G WILLI FOOD2014-09PURCHASE2019-10$2,497$1,563$934
G WILLI FOOD2014-09PURCHASE2019-10$328$205$123
BANK OF AMERICA1990-06PURCHASE2019-10$7,841$10,500-$2,659
TEXAS PACIFIC LAND TRUST1995-10PURCHASE2019-03$74,049$9,965$64,084
TEXAS PACIFIC LAND TRUST1995-10PURCHASE2019-07$39,682$4,983$34,699
PAYPAL2017-05PURCHASE2019-10$25,874$12,239$13,635

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTESLABondNm
EOY Book Value$56,988EOYBookValueAmt
EOYFMV$70,716EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
G WILLI FOOD$5,304$8,962
ALIBABA GROUP$57,173$159,075
BYD$29,423$29,916
BANK OF AMERICA$31,500$26,415
BERKSHIRE HATHAWAY$277,548$906,000
IMAX$4,276$15,323
MARKEL$52,086$114,317
TPL$429,260$4,238,119
OROCOBRE LTD NV$22,553$9,215
G E$57,505$22,320
PAYPAL$36,716$81,128

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
PROFESSIONAL DEVELOPMENT$735$735
OFFICE SUPPLIES$184
OFFICE EXPENSE$327
BOOKS & PUBLICATIONS$20
POSTAGE$167
DUES & SUBSCRIPTIONS$343$343
BANK CHARGES$179
COMPUTER REPAIRS$268
MEALS$561$561
INVESTMENT EXPENSES$38

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFROM VOYA FINANCIALDesc
Revenue And Expenses Per Books$3,125RevenueAndExpensesPerBooksAmt
Adjusted Net Income$3,125AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL GAIN ADJUSTMENTDesc
Amt-$59,065Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
US TREASURY$384
FOREIGN TAXES$18

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