BETA

CARSON FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CARSON FOUNDATION (EIN 46-3674377)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201903189349100640
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T13:37:56-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560747981PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DIXON HUGHES GOODMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11829 EASTCHESTER DRIVEAddressLine1Txt
CityHIGH POINTCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27265ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463674377EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CARSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARSBusinessNameControlTxt
Phone7042452391PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 DOCKSIDE DRIVEAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28146ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN D CARSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7042452391PhoneNum
Signature2019-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID VOGLERPreparerPersonNm
PTINP00187735PTIN
Phone3368895156PhoneNum
Preparation2019-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.16.185.190IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-12IPDt
IP Tm10:09:50IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id132EF2C2AF0077D988044462D2C43D2564C5C6DCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,308,178FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$59,429DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,429DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,439NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,165,562GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$67,439CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,667OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$2,307OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$129,535TotalRevAndExpnssAmt
Total Net Invst Incm$124,561TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,216AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,421TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,421TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$36,264OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36,264OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$42,901TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,685TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$118,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$118,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$161,001TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,685TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,466ExcessRevenueOverExpensesAmt
Net Investment Income$86,876NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,059CashBOYAmt
Cash EOY$86,747CashEOYAmt
Cash EOYFMV$86,747CashEOYFMVAmt
Corporate Stock BOY$728,197CorporateStockBOYAmt
Corporate Stock EOY$1,796,981CorporateStockEOYAmt
Corporate Stock EOYFMV$1,810,873CorporateStockEOYFMVAmt
Corporate Bonds BOY$346,112CorporateBondsBOYAmt
Corporate Bonds EOY$406,672CorporateBondsEOYAmt
Corporate Bonds EOYFMV$398,230CorporateBondsEOYFMVAmt
Other Investments BOY$1,260,792OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$12,328OtherAssetsEOYAmt
Other Assets EOYFMV$12,328OtherAssetsEOYFMVAmt
Total Assets BOY$2,352,160TotalAssetsBOYAmt
Total Assets EOY$2,302,728TotalAssetsEOYAmt
Total Assets EOYFMV$2,308,178TotalAssetsEOYFMVAmt
Other Liabilities BOY$7,456OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$7,456TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,344,704UnrestrictedBOYAmt
Unrestricted EOY$2,302,728UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,344,704TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,302,728TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,352,160TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,302,728TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,344,704TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,466ExcessRevenueOverExpensesAmt
Other Increases$200OtherIncreasesAmt
Subtotal$2,313,438SubtotalAmt
Other Decreases$10,710OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,302,728TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB & CO., INC. - PUBLICLY TRADED SECURITIESP2018-12-31$38,479$32,970$5,509$5,509
WELLS FARGO - PUBLICLY TRADED SECURITIESP2018-12-31$874,165$847,205$26,960$26,960
WELLS FARGO - PUBLICLY TRADED SECURITIESP2018-08-15$20,114$17,743$2,371$2,371
WELLS FARGO - PUBLICLY TRADED SECURITIESP2018-12-31$990,238$973,632$16,606$16,606
WELLS FARGO - PUBLICLY TRADED SECURITIESP2018-08-15$35,917$33,337$2,580$2,580
CHARLES SCHWAB & CO., INC. - PUBLICLY TRADED SECURITIESP2018-12-31$195,905$193,236$2,669$2,669
WELLS FARGO - BASIS ADJUSTMENT- ENTERPRISE PRODUCTSP2018-12-31$10,710$10,710$10,710
CAPITAL GAINS DIVIDENDSP$34$34$34
FieldValueIRS element (for citing)
Capital Gain Net Income$67,439CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$106,241AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,437,358NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043589DistributionYr1Rt
Adjusted Qlfy Distri Yr2$135,647AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,343,387NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057885DistributionYr2Rt
Adjusted Qlfy Distri Yr3$85,488AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,515,492NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.033985DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,270AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,479,705NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.003335DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$531,751NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.138794TotalDistributionRt
Average Distribution0.027759AverageDistributionRt
Net Vl Noncharitable Assets$2,448,621NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$67,971AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$869NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$68,840AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$118,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$869InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$869SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$869TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,455EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,455TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,586OverpaymentAmt
Applied To ES Tax$6,586AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVEN D CARSONIndividualWithBooksNm
Phone7042452391PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1120 DOCKSIDE DRIVEAddressLine1Txt
CitySALISBURYCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28146ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN D CARSON
120 DOCKSIDE DRIVESALISBURYNC28146PRESIDENT1.00$0$0$0
TERESA C WYCHE
440 PRICE ROADMORAVIAN FALLSNC28654VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,418,852AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,058AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,485,910TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,485,910AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,289CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,448,621NetVlNoncharitableAssetsAmt
Minimum Investment Return$122,431MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$122,431MinimumInvestmentReturnAmt
Tax Based On Investment Income$869TaxBasedOnInvestmentIncomeAmt
Total Tax$869TotalTaxAmt
Distributable Before Adj$121,562DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$121,562DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$121,562DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$118,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$869PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$117,231AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$121,562DistributableAsAdjustedAmt
Undistributed Income PY$117,982UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$118,100QualifyingDistributionsAmt
Applied To Year1$117,982AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$118AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$121,444UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTRAL WILKES MIDDLE SCHOOL
3541 NC-16MORAVIAN FALLSNC28654NONEPUBLIC CHARITYGENERAL SUPPORT$20,600
CHILDRENS HOPE ALLIANCE
PO BOX 1072BARIUM SPRINGSNC28010NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
HAND-IN-HAND MINISTRIES
518 N 26TH STREETLOUISVILLEKY40212NONEPUBLIC CHARITYGENERAL SUPPORT$4,000
MOBILE EXPANDED SCHOOL HEALTH (MESH)
110 NORTH STREETWILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$4,000
MORAVIAN FALLS ELEMENTARY SCHOOL
2001 MORAVIAN FALLS RDMORAVIAN FALLSNC28654NONEPUBLIC CHARITYGENERAL SUPPORT$19,500
NORTH CAROLINA COMMUNITY FOUNDATION
4601 SIX FORKS ROAD STE 524RALEIGHNC27609NONEPUBLIC CHARITYGENERAL SUPPORT$16,000
ORANGE COUNTY RAPE CRISIS
PO BOX 4722CHAPEL HILLNC27515NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
SAMARITAN KITCHEN OF WILKES INC
PO BOX 1072WILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$9,000
SHELTERED AID TO FAMILIES IN EMERGENCIES INC
1260 COLLEGE AVENUE SUITE 5WILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$4,000
WILKES CENTRAL HIGH SCHOOL
1179 MORAVIAN FALLS ROADWILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$30,000
YADKIN RIVER GREENWAY
PO BOX 191NORTH WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$118,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,429ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,667ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,439ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$129,535ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$129,535TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,216Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BOND FUNDSBondNm
EOY Book Value$406,672EOYBookValueAmt
EOYFMV$398,230EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK, OPTIONS AND EXCHANGE TRADED FUNDSStockNm
EOY Book Value$1,796,981EOYBookValueAmt
EOYFMV$1,810,873EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCARSON FAMILY OFFICE RECEIVABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$12,328EOYBookValueAmt
EOYFMV$12,328EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENT FOR PUBLICLY TRADED PARTNERSHIP SALE NOT RECORD FOR BOOKSDesc
Amt$10,710Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEE$16,480$16,480$0
MANAGEMENT FEE TO CARSON FAMILY OFFICE$19,784$19,784$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SCHWAB - NONDIVIDEND RETURN OF CAPITAL$166$0$166
FROM K-1 - ENTERPRISE PRODUCTS PARTNERS, LP$2,501-$2,307$2,501

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHER ADJUSTMENTSDesc
Amt$200Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCARSON FAMILY OFFICE PAYABLEDesc
BOY Book Value$7,456BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,421Amt
Net Investment Income$1,421NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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