SCHEICK-VERROCHI FAM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCHEICK-VERROCHI FAM FOUNDATION (EIN 04-3283183)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349102275
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T13:01:03-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561274004 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLDEN MOSS KNOTT CLARK & COPLEY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 99187 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276249187 | 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 | 043283183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHEICK-VERROCHI FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHE | BusinessNameControlTxt |
| Phone | 9198440055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6125 CARLYLE DRIVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM H SCHEICK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9198440055 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAWFORD A KNOTT | PreparerPersonNm |
| PTIN | P00031205 | PTIN |
| Phone | 9198469399 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.86.7.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 13:39:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C3150A0F9889761F4D5B10013B97B7DCF074BDF6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C3150A0F9889761F4D5B10013B97B7DCF074BDF6 | AtSubmissionFilingDeviceId |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,646,783 | 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 |
| Dividends Rev And Expnss | $27,661 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,661 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $944,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,572 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $132,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,233 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,374 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,878 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $653 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,176 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,176 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,942 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $399 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,881 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,881 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,656 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,264 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,769 | CashBOYAmt |
| Cash EOY | $38,213 | CashEOYAmt |
| Cash EOYFMV | $38,213 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $112,849 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,556 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,556 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,473,439 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,562,671 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,575,014 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,149 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,149 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,630,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,634,440 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,646,783 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,630,057 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,634,440 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,630,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,634,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,630,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,634,440 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,630,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,383 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,634,440 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,634,440 | 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 |
|---|---|---|---|---|---|---|---|
| S/T CAPITAL GAINS AND LOSSES | 2018-01-01 | 2018-11-26 | $338,592 | $348,391 | -$9,799 | -$9,799 | |
| L/T CAPITAL GAINS AND LOSSES | 2017-01-01 | 2018-11-26 | $605,540 | $491,171 | $114,369 | $114,369 | |
| CAPITAL GAINS DIVIDENDS | $2 | $2 | $2 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,572 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $92,625 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,759,278 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052649 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $86,014 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,653,125 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052031 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,719,065 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055066 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,975 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,818,104 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047838 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,522 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,721,346 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042712 | DistributionYr5Rt |
| Total Distribution | 0.250296 | TotalDistributionRt |
| Average Distribution | 0.050059 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,878,995 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $94,061 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,013 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $95,074 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,656 | 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 | $1,013 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,013 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,013 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,027 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,027 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $26 | 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 | MA | 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 | WILLIAM H SCHEICK | IndividualWithBooksNm |
| Phone | 9198440055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6125 CARLYLE DRIVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27614 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLYN R SCHEICK | ||||||||
| 6125 CARLYLE DRIVE | RALEIGH | NC | 27614 | PRESIDENT | 10.00 | $10,000 | $0 | $0 |
| WILLIAM H SCHEICK | ||||||||
| 6125 CARLYLE DRIVE | RALEIGH | NC | 27614 | TREASURER | 10.00 | $10,000 | $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 | $1,769,604 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,907,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,907,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,614 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,878,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,013 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,013 | TotalTaxAmt |
| Distributable Before Adj | $92,937 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,937 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,937 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,656 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,656 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,013 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $94,643 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,937 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $86,793 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $11,253 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,453 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,656 | QualifyingDistributionsAmt |
| Applied To Year1 | $86,793 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $22,453 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $22,453 | 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 | $61,621 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DRESS FOR SUCCESS | ||||||
| 1812 TILLERY PLACE STE 105 | RALEIGH | NC | 27604 | N/A | UNRESTRICTED CHARITABLE GIFT | $2,000 |
| DURHAM RESCUE MISSION | ||||||
| 507 E KNOX ST PO BOX 11858 | DURHAM | NC | 27703 | N/A | UNRESTRICTED CHARITABLE GIFT | $4,000 |
| FELLOWSHIP HALL | ||||||
| 5140 DUNSTAN ROAD | GREENSBORO | NC | 27405 | N/A | UNRESTRICTED CHARITABLE GIFT | $2,500 |
| FOOD BANK OF CENTRALEASTERN NC | ||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | N/A | UNRESTRICTED CHARITABLE GIFT | $10,000 |
| HOPE ACADEMY CHARTER SCHOOL | ||||||
| 1116 NORTH BLOUNT ST | RALEIGH | NC | 27604 | N/A | UNRESTRICTED CHARITABLE GIFT | $538 |
| INTER-FAITH FOOD SHUTTLE | ||||||
| 1101 BLAIR DRIVE | RALEIGH | NC | 27603 | N/A | UNRESTRICTED CHARITABLE GIFT | $2,000 |
| REENTRY INC | ||||||
| P O BOX 724 | RALEIGH | NC | 27602 | N/A | UNRESTRICTED CHARITABLE GIFT | $10,000 |
| SALVATION ARMY OF WAKE COUNTY | ||||||
| P O BOX 27584 | RALEIGH | NC | 27604 | N/A | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| THE CARYING PLACE | ||||||
| P O BOX 622 | CARY | NC | 27512 | N/A | UNRESTRICTED CHARITABLE GIFT | $11,000 |
| TRANSITIONS'S LIFE CARE | ||||||
| 250 HOSPICE CIRCLE | RALEIGH | NC | 27607 | N/A | UNRESTRICTED CHARITABLE GIFT | $5,500 |
| TRIANGLE RESIDENTIAL OPTIONS SUBSTANCE ABUSERS INC | ||||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | N/A | UNRESTRICTED CHARITABLE GIFT | $2,500 |
| WEST END COMMUNITY FOUNDATION INC | ||||||
| P O BOX 51398 | DURHAM | NC | 27717 | N/A | UNRESTRICTED CHARITABLE GIFT | $10,000 |
| NOTE IN THE POCKET | ||||||
| 9650 STRICKLAND ROAD STE 103-168 | RALEIGH | NC | 27615 | N/A | UNRESTRICTED CHARITABLE GIFT | $3,843 |
| NEIGHBOR TO NEIGHBOR MINISTRIES | ||||||
| 1200 SOUTH BLOUNT ST P O BOX 25628 | RALEIGH | NC | 25628 | N/A | UNRESTRICTED CHARITABLE GIFT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,881 | 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 | $27,661 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $104,572 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,233 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,233 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,200 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,562,671 | BookValueAmt |
| EOYFMV | $1,575,014 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SUPPLIES | $393 | $0 | $393 |
| SUPPLIES | $1,350 | $1,350 | $0 |
| OFFICE EXPENSE | $2,592 | $2,592 | $0 |
| POSTAGE | $6 | $0 | $6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BB&T WEALTH MANAGEMENT | CategoryTxt |
| Amt | $20,374 | Amt |
| Net Investment Income | $20,374 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $1,225 | $0 | $0 |
| FOREIGN TAX | $653 | $653 | $0 |