JOHN M BELK ENDOWMENT: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOHN M BELK ENDOWMENT (EIN 56-1954114)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201903119349101285
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-07T14:09:21-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770275132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561954114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John M Belk Endowment | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7049434160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 Congress Street | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Claudia Belk Pilon | PersonNm |
| Person Title | Board Chair | PersonTitleTxt |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Coburn | PreparerPersonNm |
| PTIN | P01638285 | PTIN |
| Phone | 7134395739 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $328,572,926 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,348,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,348,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,758,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,277,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,758,016 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,447,854 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,441,998 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,554,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,548,575 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,789 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,789 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $443,731 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $443,731 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $96,062 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $96,062 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,495 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $5,495 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $120,832 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $118,232 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,429,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $667,660 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $761,688 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $135,795 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $59,423 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $10,421 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $10,421 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $77,805 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $77,805 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,629,660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,468,197 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $161,196 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,057,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,138,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,723,419 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,144,886 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,144,886 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,202,247 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,138,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,868,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,352,184 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,410,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $670,423 | CashBOYAmt |
| Cash EOY | $615,941 | CashEOYAmt |
| Cash EOYFMV | $615,941 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,064,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,523,467 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,523,467 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $26,244,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,979,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,574,813 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $34,498,988 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,696,663 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,524,563 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $41,466,994 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $41,466,994 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $41,466,994 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $23,920,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $224,666,856 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $250,771,410 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $257,936,246 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $746,878 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $280,981 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $525,320 | LandBOYAmt |
| Land EOY | $465,897 | LandEOYAmt |
| Land EOYFMV | $465,897 | LandEOYFMVAmt |
| Other Assets BOY | $28,934 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,999 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,999 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $329,166,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $334,531,506 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $328,572,926 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,058 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,772 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $6,058 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,772 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $329,160,550 | RetainedEarningBOYAmt |
| Retained Earning EOY | $334,512,734 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $329,160,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $334,512,734 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $329,166,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $334,531,506 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $329,160,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,352,184 | ExcessRevenueOverExpensesAmt |
| Subtotal | $334,512,734 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $334,512,734 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly traded securities | $43,243,039 | $41,813,878 | $1,429,161 | $1,429,161 | |||
| Passthrough K-1 capital gain | $10,823,303 | $10,823,303 | $10,823,303 | ||||
| Capital gain distributions | $462,757 | $462,757 | $462,757 | ||||
| Sale of Emerg Mkts Index Non-Lendable Fd | $275,193 | $170,133 | $105,060 | $105,060 | P | 2018-01-01 | 2018-02-02 |
| Equity Index Non-Lendable Fund B | $4,472,977 | $3,535,242 | $937,735 | $937,735 | P | 2018-01-01 | 2018-01-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,758,016 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,438,602 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $331,146,866 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01340 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,252,624 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $301,264,389 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01080 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,294,144 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $303,195,297 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.12300 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,836,097 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $290,735,649 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04415 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,562,828 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $281,957,406 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.01264 | DistributionYr5Rt |
| Total Distribution | 0.203991 | TotalDistributionRt |
| Average Distribution | 0.040798 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $355,571,969 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,506,625 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $194,101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,700,726 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,868,305 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $388,202 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $388,202 | SubtotalAmt |
| Tax Based On Investment Income | $388,202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,740 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $406,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $507,740 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9,533 | EsPenaltyAmt |
| Overpayment | $110,005 | OverpaymentAmt |
| Applied To ES Tax | $110,005 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JMBENDOWNMENT.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Katie Lindquist | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7049434167 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 Congress Street Suite 470 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Mary Claudia Belk Pilon | |||||||
| 4201 Congress Street | Charlotte | NC | 28209 | Board Chair | 20.00 | $25,000 | $23,789 |
| George S Dewey IV | |||||||
| 4201 Congress Street | Charlotte | NC | 28209 | Vice Chair | 5.00 | $0 | |
| Virginia M Esposito | |||||||
| 4201 Congress Street | Charlotte | NC | 28209 | Board Mbr/Sec | 5.00 | $0 | |
| Brian T Marley | |||||||
| 4201 Congress Street | Charlotte | NC | 28209 | Board Mbr/Trea | 5.00 | $0 | |
| Anthony Zeiss | |||||||
| 4201 Congress Street | Charlotte | NC | 28209 | Board Member | 5.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Charles W Kaylor | |||||||
| 4201 Congress Street | Charlotte | NC | 28209 | Chief of Staff | 40.00 | $140,000 | $22,288 |
| Virginia M McIlwain | |||||||
| 4201 Congress Street | Charlotte | NC | 28209 | Dir Strgc Initiat | 40.00 | $130,000 | $21,956 |
| Jennifer Bihn | |||||||
| 4201 Congress Street | Charlotte | NC | 28209 | Grants Mngr | 40.00 | $103,114 | $26,616 |
| Usoon Woo | |||||||
| 4201 Congress Street | Charlotte | NC | 28209 | Exec Assist | 40.00 | $70,617 | $24,851 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| South Summit Services | |||||
| 4201 Congress Street Ste 470 | Charlotte | NC | 28209 | Foundation mgmt svcs | $539,314 |
| Jake Drew | |||||
| 5908 Fallsview Ln | Dallas | TX | 75252 | Data analytics | $215,235 |
| Clifton Larson Allen | |||||
| 220 S 6th Street Ste 300 | Minneapolis | MN | 55402 | Interim controller | $113,738 |
| BlackRock | |||||
| 1340 Environ Way 314 | Chapel Hill | NC | 27517 | Investment mgmt | $77,176 |
| BBH Investment and Wealth Management | |||||
| 140 Broadway | New York | NY | 10005 | Investment mgmt | $526,304 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $84,527,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,063,739 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $274,395,372 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $360,986,771 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $360,986,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,414,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $355,571,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,778,598 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,778,598 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $388,202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $388,202 | TotalTaxAmt |
| Distributable Before Adj | $17,390,396 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,390,396 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,390,396 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,868,305 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,868,305 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $13,868,305 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,390,396 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,410,940 | UndistributedIncomePYAmt |
| Qualifying Distributions | $13,868,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,410,940 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $457,365 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $16,933,031 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| North Carolina Community College Fd | |||||||
| 5001 Mail Service Center | Raleigh | NC | 27699 | N/A | SO III FI | Statewide community college marketing campaign | $1,100,000 |
| NC State University | |||||||
| 608 Poe Hall Campus Box 7801 | Raleigh | NC | 27695 | N/A | GOV | Envisioning excellence for community college leadership | $2,490,197 |
| College Advising Corps Inc | |||||||
| 301 W Barbee Chapel Road Suite 210 | Chapel Hill | NC | 27517 | N/A | PC | Preparing for statewide impact | $3,333,333 |
| Davidson County Community College F | |||||||
| 297 DCCC Road | Thomasville | NC | 27360 | N/A | PC | Health care career pathways | $125,000 |
| Education NC | |||||||
| PO Box 1636 | Raleigh | NC | 27602 | N/A | PC | Launching statewide coverage of postsecondary education and the workforce | $500,000 |
| JB Hunt Jr Instit Educational Ldrsp | |||||||
| 1000 Park Forty Plaza Suite 280 | Durham | NC | 27713 | N/A | PC | Fostering a bipartisan dialogue on the North Carolina educational continuum | $100,000 |
| NC Community Colleges System Office | |||||||
| 5001 Mail Service Center | Raleigh | NC | 27699 | N/A | GOV | Finish First/ Vice President for Strategy and Deputy Chief of Staff | $487,930 |
| The ROC Charlotte Inc | |||||||
| 5301 Wilkinson Boulevard | Charlotte | NC | 28203 | N/A | PC | High School Construction Youth Apprenticeship | $600,000 |
| University of North Carolina | |||||||
| UNC System Office | Chapel Hill | NC | 27514 | N/A | GOV | Audit of UNC Math Pathways/ Audit of North Carolina's Financial Aid | $1,368,091 |
| Univ of North Carolina at Chapel Hi | |||||||
| 206 W Franklin St | Chapel Hill | NC | 27516 | N/A | PC | NC Leaky Pipeline - Phase II | $1,040,335 |
| Year Up Inc | |||||||
| 45 Milk Street 9th Floor | Boston | MA | 02109 | N/A | PC | Empowering Opportunity Youth in Charlotte: Launching Year Up | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,144,886 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,348,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,758,016 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Hunting lease & other | 16 | $9,903 |
| Passthrough K-1 income | 14 | $6,347,398 |
| Timber income- JMB Land | 14 | $90,553 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,554,431 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,554,431 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting fees | $1,894 | $0 | $0 | $1,894 |
| Interim controller services | $113,738 | $0 | $0 | $113,738 |
| Tax compliance | $5,200 | $2,600 | $0 | $2,600 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Leasehold Improvements | 2015-03-15 | $349,858 | $118,657 | SL | 39.0000 | $8,970 |
| Office furniture | 2014-12-19 | $38,000 | $9,500 | SL | 10.0000 | $3,800 |
| Office furniture | 2015-03-15 | $110,347 | $27,586 | SL | 10.0000 | $11,035 |
| Computer and peripherals | 2017-01-01 | $248,673 | $65,814 | SL | 5.0000 | $35,618 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (43 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BBH Limited Duration Fund Cl I | $2,608,469 | $2,605,894 |
| Morgan Stanley Nts 2.5% 01/24/2019 | $450,513 | $449,816 |
| Duke Energy Florida Llc Nts 2.1% 12/15/2 | $167,500 | $166,145 |
| Ares Capital Corp Make 3.875% 01/15/20 | $960,343 | $962,016 |
| FS Investment Corp Nts 4.25% 1/15/2020 | $363,874 | $365,380 |
| Pepsico Inc Nts Make Whole 4.5% 01/15/20 | $463,235 | $458,172 |
| Berkshire Hathaway Energ Nts 2.4% 02/01/ | $445,896 | $447,062 |
| Microsoft Corp Nts 1.85% 12/2/20 | $703,505 | $694,043 |
| AT&T Inc Nts 2.45% 06/30/2020 | $954,513 | $942,575 |
| Gilead Sciences Inc Nts 2.55% 1/9/2020 | $446,265 | $446,360 |
| Caterpillar Financial Nts 2.5% 11/13/202 | $954,150 | $944,027 |
| Burlingtn No Sf 99-2 Tr 7.57% 2/1/2021 | $71,751 | $65,053 |
| General Dynamics Corp Nts 3% 05/11/2021 | $297,915 | $300,243 |
| Wells Fargo Bank NA Bknt 3.2235% 07/23/2 | $450,000 | $449,564 |
| American Express Co Nts 3.7% 11/05/2021 | $354,922 | $358,188 |
| Wisconsin Public Service Nts 3.35% 11/21 | $379,753 | $383,709 |
| Southern Cal Edison 1.845% 2/1/2022 | $105,000 | $102,124 |
| John Deere Capital Corp 2.75% 03/15/202 | $619,627 | $625,304 |
| Diageo Investment Corp Nts 2.875% 05/11/ | $445,446 | $445,612 |
| Amgen Inc Nts 3.625% 05/15/2022 | $455,150 | $453,087 |
| Qualcomm Inc Nts 3% 05/20/202 | $226,431 | $226,274 |
| Celgene Corp Nts 3.55% 08/15/2022 | $954,108 | $944,514 |
| Allergan Finance Llc Nts 3.25% 1/10/2022 | $436,770 | $439,974 |
| Qualcomm Inc Nts 2.6% 01/30/2023 | $128,592 | $129,913 |
| BB&T Corporation Nts 3.75% 12/06/2023 | $599,076 | $605,046 |
| Intl Business Machines Corp 3.625% 02/12 | $971,793 | $948,086 |
| Bunge Limited Finance Co Note 4.35% 03/1 | $634,225 | $623,011 |
| Apple Computer Inc Nts 3.45% 05/06/2024 | $354,279 | $351,659 |
| Merck & Co Inc Nts 2.75% 02/10/2025 | $828,630 | $802,934 |
| Renaissancere Finance Nts 3.7% 04/01/25 | $269,460 | $265,615 |
| Abbvie Inc Nts 3.6% 05/14/2025 | $676,681 | $632,103 |
| Anheuser-Busch Inbev Fin Not 3.65% 02/01 | $430,960 | $424,184 |
| Coca-Cola Co Nts 2.55% 06/01/2026 | $539,381 | $527,172 |
| Trans-Canada Pipelines Nts 3.125% 01/15/ | $503,255 | $499,955 |
| Bank Of Nova Scotia Nts 2.05% 06/05/2019 | $955,257 | $951,237 |
| Statoil Asa Make Whole 2.25% 11/08/2019 | $955,440 | $947,666 |
| Bank Of Montreal Nts 2.1% 12/12/2019 | $134,942 | $133,718 |
| Westpac Banking Corp Nts 2.15% 03/06/20 | $454,052 | $455,069 |
| Toronto-Dominion Bank Nts 2.5% 12/14/20 | $174,624 | $173,274 |
| National Australia Bank Ltd 2.625% 01/14 | $445,437 | $444,820 |
| Royal Bank Of Canada Nts 2.5% 01/19/2021 | $443,934 | $444,843 |
| Glaxosmithkline Capital Nts 3.125% 05/14 | $269,274 | $270,340 |
| Aust & NZ Banking Grp NY 2.625% 05/19/2 | $612,235 | $618,782 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5600 shs Brown Forman Corp class B | $257,223 | $266,448 |
| 3296 shs Dollar General Corp Com Stk | $375,307 | $399,464 |
| 26900 shs Qurate Retail Inc. Series A Co | $491,085 | $525,088 |
| 19000 shs Liberty Golbal Place Series A | $405,654 | $392,160 |
| 5300 shs Diageo Plc- Sponsored Adr | $610,430 | $751,540 |
| 26436 shs Kroger Co Com | $560,995 | $726,990 |
| 4645 shs Nestle S A Spons Adr | $308,375 | $376,059 |
| 8400 shs Unilever N V-Ny Shares | $318,423 | $451,920 |
| 8275 shs Berkshire Hathaway Inc-Cl B | $725,215 | $1,689,590 |
| 21850 shs U S Bancorp | $750,177 | $998,545 |
| 20000 shs Wells Fargo & Co | $745,719 | $921,600 |
| 12000 shs Novartis Ag - Adr | $824,401 | $1,029,720 |
| 8600 shs Henry Schein Inc Com Stk | $621,263 | $675,272 |
| 9200 shs Zoetis Inc Com Stk | $298,739 | $786,968 |
| 10100 shs Copart Inc Com Stk | $521,551 | $482,578 |
| 5400 shs Allegion Plc- Com Stk | $442,529 | $430,434 |
| 6400 shs Fleetcor Technologies Inc Com S | $895,803 | $1,188,608 |
| 3300 shs Kla-Tencor Corp | $328,860 | $295,317 |
| 32300 shs Oracle Corp | $1,231,910 | $1,458,345 |
| 5900 shs Paypal Holdings Inc- Com Stk | $178,739 | $496,131 |
| 9300 shs Qualcomm Inc | $524,906 | $529,263 |
| 23000 shs Sabre Corp Com Stk | $481,658 | $497,720 |
| 5400 shs Celanese Corp Com Stk | $220,302 | $485,838 |
| 4400 shs Linde Plc Com Stk | $719,202 | $686,576 |
| 1229 shs Alphabet Inc Cl C | $638,600 | $1,272,765 |
| 36400 shs Comcast Corp Cl A | $946,906 | $1,239,420 |
| 22550 shs Discovery Inc -C | $555,163 | $520,454 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $41,466,994 | CostOrOtherBasisAmt |
| Book Value | $41,466,994 | BookValueAmt |
| EOYFMV | $23,920,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Altarock Partners Series | AT COST | $14,760,486 | $18,330,654 |
| Bares Mid-Large Cap Series | AT COST | $15,926,869 | $19,958,833 |
| Burgundy Emerging Market | AT COST | $10,081,184 | $9,587,151 |
| Clarkston Capital Partners Small-Mid Cap | AT COST | $10,094,423 | $10,606,797 |
| LBC Credit Parners III USTE Series | AT COST | $2,902,519 | $2,414,164 |
| Select Equity Series | AT COST | $23,994,603 | $22,752,556 |
| Cedar Rock Capital Partners Series | AT COST | $9,149,538 | $8,180,456 |
| Goldcrest Capital II-A LP | AT COST | $138,784 | $226,757 |
| BBH Cap Partners QP IV (Cayman) | AT COST | $610,783 | $1,394,044 |
| Longleaf Partners Small Cap Fd | AT COST | $3,763,852 | $2,957,352 |
| Oaktree Opportunities Sub Trust | AT COST | $1,369,967 | $1,544,220 |
| 1-3 Year Treasury Index Non-Lendab | AT COST | $8,867,740 | $8,874,689 |
| US Debt B (510353) | AT COST | $34,622,233 | $33,932,838 |
| Emerging Markets Index NL Fund B | AT COST | $6,582,694 | $8,153,698 |
| Equity Index NL Fund B | AT COST | $61,138,998 | $62,085,897 |
| Msci World Ex-Us Index Fund B | AT COST | $21,707,491 | $22,564,860 |
| Russell 2000 Equity Index Fund B | AT COST | $8,076,445 | $8,642,766 |
| US Real Estate Securities Fund B | AT COST | $7,766,056 | $6,915,074 |
| Alpha Credit HY Bond Fund B | AT COST | $7,908,675 | $7,769,861 |
| Short-Term Investment Fund B | AT COST | $11,620 | $11,620 |
| Redbird Capital Partners Fund II LP | AT COST | $10,030 | |
| Senvest | AT COST | $1,000,000 | $748,423 |
| RB EFO II DE AIV II LP | AT COST | $286,420 | $283,536 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $148,347 | $51,922 | $96,425 | $96,425 |
| Machinery and Equipment | $248,673 | $101,432 | $147,241 | $147,241 |
| Improvements | $349,858 | $127,627 | $222,231 | $222,231 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General governance and counsel | CategoryTxt |
| Legal Fees | $5,495 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,495 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Sales tax receivable | Desc |
| BOY Book Value | $11,999 | BOYBookValueAmt |
| EOY Book Value | $11,999 | EOYBookValueAmt |
| EOYFMV | $11,999 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Bank fees | $135 | $135 | |
| Books,subscriptions,references | $43,618 | $43,618 | |
| Communications & public relations | $12,150 | $12,150 | |
| Community college events | $44,643 | $44,643 | |
| Davidson scholars expenses | $9,762 | $9,762 | |
| Information technology | $26,406 | $26,406 | |
| Insurance | $8,083 | $8,083 | |
| K-1 expenses | $1,455,312 | $1,455,045 | |
| Other expenses | $7,208 | $7,208 | |
| Other land expenses | $13,152 | $13,152 | |
| Payroll processing fees | $9,191 | $9,191 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Hunting lease & other | $9,903 | $9,903 |
| Passthrough K-1 income | $6,347,398 | $6,341,542 |
| Timber income- JMB Land | $90,553 | $90,553 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Education data analytics research | $215,235 | $0 | $0 | $215,235 |
| Foundation management services | $534,920 | $40,119 | $0 | $494,801 |
| Investment management fees | $603,541 | $603,541 | $0 | $0 |
| Land management services | $24,000 | $24,000 | $0 | $0 |
| Other consulting services | $2,674 | $0 | $0 | $2,674 |
| Strategic planning services | $48,978 | $0 | $0 | $48,978 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise tax | CategoryTxt |
| Amt | $135,795 | Amt |
Comments