OCHILTREE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OCHILTREE FOUNDATION (EIN 23-7883781)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202031959349100108
- Schema version
- 2019v5.1
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T08:12:53-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475611445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILY OFFICE SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30218 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237883781 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARP EMMA O-OCHILTREE FOUNDATION-TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 4122058815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2605 NICHOLSON ROAD BLDG 5 STE 5240 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAMELA HEMMINGER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4122058815 | PhoneNum |
| Signature | 2020-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | G MORGAN WILLIAMS | PreparerPersonNm |
| PTIN | P01442600 | PTIN |
| Phone | 8436281890 | PhoneNum |
| Preparation | 2020-07-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.55.242.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-13 | IPDt |
| IP Tm | 09:11:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F23CE3DA0F3B1F29A3436373CE42E644C25B6C2F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F23CE3DA0F3B1F29A3436373CE42E644C25B6C2F | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,219,327 | 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 | $158,596 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $165,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,277,748 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,208,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,277,748 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,601,984 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,443,388 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,813 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,464 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,349 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,915 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,641 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,441 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,349 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $360,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $433,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,349 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,168,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,410,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $344,762 | CashBOYAmt |
| Cash EOY | $3,868,316 | CashEOYAmt |
| Cash EOYFMV | $3,868,316 | CashEOYFMVAmt |
| Other Investments BOY | $6,315,715 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,811,026 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,345,603 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,408 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,408 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,660,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,684,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,219,327 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,660,477 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,684,750 | 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 | $6,660,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,684,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,660,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,684,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,660,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,168,543 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,144 | OtherIncreasesAmt |
| Subtotal | $7,830,164 | SubtotalAmt |
| Other Decreases | $145,414 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,684,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SHORT TERM | 2019-01-01 | 2019-12-31 | $2,805,979 | $2,759,868 | $46,111 | $46,111 | |
| LONG TERM | 2018-01-01 | 2019-12-31 | $3,353,138 | $2,170,414 | $1,182,724 | $1,182,724 | |
| CAPITAL GAINS DIVIDENDS | $48,913 | $48,913 | $48,913 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,277,748 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $312,558 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,810,144 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040019 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $211,819 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,465,727 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028372 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $240,940 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,667,320 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036137 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $240,833 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,617,731 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036392 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $347,475 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,470,265 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053703 | DistributionYr5Rt |
| Total Distribution | 0.194623 | TotalDistributionRt |
| Average Distribution | 0.038925 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,889,243 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $307,089 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,103 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $321,192 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $370,349 | 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 | $14,103 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,103 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,103 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,525 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,525 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $45 | EsPenaltyAmt |
| Tax Due | $7,623 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 | ROOTSTOCK ADVISORS | IndividualWithBooksNm |
| Phone | 4122058815 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2605 NICHOLSON ROAD BLDG 5 STE 5240 | AddressLine1Txt |
| City | SEWICKLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BNY MELLON NA | ||||||||
| PO BOX 185 | PITTSBURGH | PA | 152300185 | TRUSTEE | 40.00 | $39,813 | $0 | $0 |
| PAMELA S HEMMINGER | ||||||||
| 108 BOXWOOD PLACE | CHAPEL HILL | NC | 27517 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LISA S JACKSON | ||||||||
| 174 PEACHTREE BATTLE AVENUE NW | ATLANTA | GA | 30305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,095,781 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $913,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,009,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,009,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,889,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $394,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $394,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,103 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,103 | TotalTaxAmt |
| Distributable Before Adj | $380,359 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $380,359 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $380,359 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,349 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $370,349 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,103 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $356,246 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $380,359 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $357,138 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,349 | QualifyingDistributionsAmt |
| Applied To Year1 | $357,138 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,211 | 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 | $367,148 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ENVIRONMENT NC | ||||||
| 19 W HARGETT ST UNIT 405 | RALEIGH | NC | 27601 | PC | GENERAL OPERATING PURPOSES | $3,000 |
| INTERFAITH COUNCIL FOR SOCIAL SERVICE | ||||||
| 110 W MAIN ST | CARRBORO | NC | 27510 | PC | FOOD FOR THE SUMMER PROGRAM | $7,000 |
| HABITAT FOR HUMANITY OF ORANGE COUNTY | ||||||
| 88 VILCOM CENTER DRIVE SUITE L110 | CHAPEL HILL | NC | 27514 | PC | GENERAL OPERATING PURPOSES | $5,000 |
| MOOREFIELDS FOUNDATION | ||||||
| 2201 MOOREFIELDS RD | HILLSBOROUGH | NC | 27278 | PC | GENERAL OPERATING PURPOSES | $10,000 |
| ROGERS-EUBANKS NEIGHBORHOOD ASSOCIATION (RENA) | ||||||
| 101 EDGAR ST | CHAPEL HILL | NC | 27516 | PC | ROGERS ROAD COMMUNITY CENTER | $5,000 |
| TRIANGLE LAND CONSERVANCY | ||||||
| 514 S DUKE ST | DURHAM | NC | 27701 | PC | GENERAL OPERATING PURPOSES | $25,000 |
| FRIENDS OF CHAPEL HILL PARKS AND RECREATION DEPARTMENT | ||||||
| 200 PLANT ROAD | CHAPEL HILL | NC | 27514 | PC | GENERAL OPERATING PURPOSES | $20,000 |
| AGAPE COMMUNITY CENTER | ||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | PC | GENERAL OPERATING PURPOSES | $2,500 |
| BOYS AND GIRLS CLUB OF ORANGE COUNTY | ||||||
| 1010 MARTIN LUTHER KING JR PKWY | DURHAM | NC | 27713 | PC | GENERAL OPERATING PURPOSES | $2,000 |
| CENTRE COLLEGE | ||||||
| 600 W WALNUT ST | DANVILLE | KY | 40422 | PC | GENERAL OPERATING PURPOSES | $12,500 |
| CITY OF REFUGE | ||||||
| 1300 JOSEPH E BOONE BLVD NW | ATLANTA | GA | 30314 | PC | GENERAL OPERATING PURPOSES | $5,000 |
| FIRST PRESBYTERIAN CHURCH OF ATLANTA | ||||||
| 1328 PEACHTREE ST NE | ATLANTA | GA | 30309 | PC | GENERAL OPERATING PURPOSES | $20,000 |
| MADISON OGLETHORPE ANIMAL SHELTER | ||||||
| 1888 COLBERT-DANIELSVILLE RD | DANIELSVILLE | GA | 30633 | PC | GENERAL OPERATING PURPOSES | $35,000 |
| MERRIE-WOODE FOUNDATION INC | ||||||
| 100 MERRIE-WOODE RD | SAPPHIRE | NC | 28774 | PC | GENERAL OPERATING PURPOSES | $2,500 |
| NATIONAL PARKS FOUNDATION | ||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING PURPOSES | $5,000 |
| NC AUDUBON | ||||||
| 807 E MAIN ST SUITE 2-220 | DURHAM | NC | 27701 | PC | GENERAL OPERATING PURPOSES | $2,000 |
| OPEN HAND ATLANTA INC | ||||||
| 181 ARMOUR DR NE | ATLANTA | GA | 30324 | PC | GENERAL OPERATING PURPOSES | $5,000 |
| ORANGE COUNTY FRIENDS OF DSS | ||||||
| PO BOX 1272 | HILLSBOROUGH | NC | 27278 | PC | GENERAL OPERATING PURPOSES | $5,000 |
| THE ANNANDALE FOUNDATION INC | ||||||
| 3500 ANNANDALE LANE | SUWANEE | GA | 30024 | PC | GENERAL OPERATING PURPOSES | $100,000 |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 3 INTERNATIONAL DR 200 | RYE BROOK | NY | 10573 | PC | GENERAL OPERATING PURPOSES | $10,000 |
| THE UNIVERSITY OF TENNESSEE FOUNDATION | ||||||
| 1525 UNIVERSITY AVE | KNOXVILLE | TN | 37921 | PC | GENERAL OPERATING PURPOSES | $10,000 |
| TIGERS UNLIMITED FOUNDATION | ||||||
| 392 S DONAHUE DR | AUBURN | AL | 36849 | PC | GENERAL OPERATING PURPOSES | $10,000 |
| UNIVERSITY OF NORTH CAROLINA | ||||||
| 208 WEST FRANKLIN STREET | CHAPEL HILL | NC | 275996100 | PC | GENERAL OPERATING PURPOSES | $30,000 |
| WOODWARD ACADEMY INC | ||||||
| 1662 RUGBY AVE | COLLEGE PARK | GA | 30337 | PC | GENERAL OPERATING PURPOSES | $2,500 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | PC | GENERAL OPERATING PURPOSES | $5,000 |
| CHAUTAUQUA FOUNDATION INC | ||||||
| ONE AMES AVE | CHAUTAUQUA | NY | 14722 | PC | GENERAL OPERATING PURPOSES | $5,000 |
| INTERFAITH COUNCIL FOR SOCIAL SERVICE | ||||||
| 110 W MAIN ST | CARRBORO | NC | 27510 | PC | GENERAL OPERATING PURPOSES | $2,000 |
| IPAS | ||||||
| PO BOX 9990 | CHAPEL HILL | NC | 27515 | PC | GENERAL OPERATING PURPOSES | $4,000 |
| ROGERS-EUBANKS NEIGHBORHOOD ASSOCIATION (RENA) | ||||||
| 101 EDGAR ST | CHAPEL HILL | NC | 27516 | PC | GENERAL OPERATING PURPOSES | $5,000 |
| SIERRA CLUB FOUNDATION | ||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING PURPOSES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,640 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,277,748 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,443,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,443,388 | 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 Person | PAMELA S HEMMINGER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 BOXWOOD PLACE | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $158,596 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 17,870 SHARES OF GENERAL ELECTRIC COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $158,596 | FairMarketValueAmt |
| Received | 2019-01-28 | ReceivedDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF PART VIII, COLUMN (B) | FormAndLineReferenceDesc |
| Medium Explanation | ATTACHMENT TO FORM 990PF PART VIII, COLUMN (B) TITLE AND AVERAGE HOURS PER WEEK DEVOTED TO POSITION. THE COMPENSATION REPORTED IN COLUMN (B) PAID TO BNY MELLON, N.A. AS CORPORATE TRUSTEE IS CALCULATED BASED ON MARKET VALUE AND CURRENT FEE SCHEDULE. IT IS NOT DETERMINED ON AN HOURLY BASIS. CORPORATE TRUSTEE SERVICES INCLUDE ADMINISTRATIVE RESPONSIBILITIES, GRANT REQUIREMENTS, RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, STATEMENT AND ACCOUNTING SERVICES, AND REGULATORY REPORTING. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,811,026 | BookValueAmt |
| EOYFMV | $4,345,603 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,915 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $5,408 | EOYBookValueAmt |
| EOYFMV | $5,408 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV ADJUSTMENT TO CONTRIBUTION | $144,495 |
| PRIOR YEAR RETURN OF CAPITAL ADJUSTMENT | $919 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR INCOME RECEIVED IN CURRENT YEAR | Desc |
| Amt | $1,144 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,641 | $3,641 | $0 |
| FEDERAL EXCISE TAX | $2,947 | $0 | $0 |
| FEDERAL EXCISE TAX ESTIMATES | $6,525 | $0 | $0 |
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