HOPE STAR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HOPE STAR FOUNDATION (EIN 80-6198680)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-21
- IRS object ID
- 201902339349100510
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Loans From Officers Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-21T14:26:14-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PESTA FINNIE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6826 MORRISON BLVD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | 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 | 806198680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | WINE | BusinessNameControlTxt |
| Phone | 7042591031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 EAST 4th STREET suite 408 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY D WINER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7042591032 | PhoneNum |
| Signature | 2019-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENT L STANTON | PreparerPersonNm |
| PTIN | P01716089 | PTIN |
| Phone | 7043641829 | PhoneNum |
| Preparation | 2019-07-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.179.160.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 56590920192335000021 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-08-21 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 23310274A3A2921D9C93E281CE045A910D461BE5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0F74678179034C354B67DEF14C207F0F52E06DA7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $370,107 | 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 | $198,704 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,178 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,427 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,223 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,455 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,710 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $258,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,111 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,200 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,500 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $17,121 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,065 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,305 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,690 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,690 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,961 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,826 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,826 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $54,211 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $54,211 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $54,211 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $85,692 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $165,708 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,216 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $160,303 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,941 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $151,483 | LandBOYAmt |
| Land EOY | $134,362 | LandEOYAmt |
| Land EOYFMV | $134,362 | LandEOYFMVAmt |
| Total Assets BOY | $241,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $290,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $370,107 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,264 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,387 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $2,204 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $19,264 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,591 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $222,617 | RetainedEarningBOYAmt |
| Retained Earning EOY | $283,500 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $283,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $241,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $290,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,883 | ExcessRevenueOverExpensesAmt |
| Subtotal | $283,500 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $283,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1000 SH - MAGELLAN MIDSTREAM PARTNERS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2010-12-22 | AcquiredDt |
| Sold | 2018-05-02 | SoldDt |
| Gross Sales Price | $66,168 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,048 | CostOrOtherBasisAmt |
| Gain Or Loss | $40,223 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $38,120 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,223 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $330,724 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $265,670 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.244868 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $183,176 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,055 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.157894 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $152,257 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,210 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.72701 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $151,458 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,180 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 5.785256 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $97,368 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,648 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.950341 | DistributionYr5Rt |
| Total Distribution | 19.865369 | TotalDistributionRt |
| Average Distribution | 3.973074 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $201,383 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $800,110 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $490 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $800,600 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $151,690 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $979 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $979 | SubtotalAmt |
| Tax Based On Investment Income | $979 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $276 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,276 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $26 | EsPenaltyAmt |
| Overpayment | $271 | OverpaymentAmt |
| Applied To ES Tax | $271 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7042591031 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 EAST 4TH STREET SUITE 408 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| BRADLEY D WINER | ||||||||
| 5411 MIRABELL ROAD | CHARLOTTE | NC | 28226 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| ELIZABETH H STAR-WINER | ||||||||
| 5411 MIRABELL ROAD | CHARLOTTE | NC | 28226 | TRUSTEE | 40.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | . | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $134,362 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $204,450 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $204,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,067 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $201,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,069 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $979 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $979 | TotalTaxAmt |
| Distributable Before Adj | $9,090 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,090 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,090 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,690 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $151,690 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $151,690 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $96,154 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $150,167 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $150,660 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $183,185 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $319,721 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $899,887 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,690 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $9,090 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $142,600 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,042,487 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $96,154 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $946,333 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $150,167 | ExcessFromYear4Amt |
| Excess From Year3 | $150,660 | ExcessFromYear3Amt |
| Excess From Year2 | $183,185 | ExcessFromYear2Amt |
| Excess From Year1 | $319,721 | ExcessFromYear1Amt |
| Excess From Current Year | $142,600 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRADLEY D WINER | ContributingManagerNm |
| Contributing Manager | ELIZABETH H STAR-WINER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Bradley D Winer Elizabeth H | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5411 Mirabell Road | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7043330568 | RecipientPhoneNum |
| Form And Info And Materials | letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Please see attachment | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 00000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Please see attachment. | GrantOrContributionPurposeTxt |
| Amt | $151,690 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,690 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,178 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,223 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,401 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Bradley D Winer Elizabeth H Star- | |||||||
| 1 | 5411 Mirabell Road | Charlotte | NC | 28226 | $158,037 | Yes (X) | Yes (X) |
| BARBARA WINER | |||||||
| 2 | 75 EDGELAWN AVE APT 3 | NORTH ANDOVER | MA | 01845 | $14,000 | Yes (X) | |
| Childtrust Foundation | |||||||
| 3 | 801 N West Street | Raleigh | NC | 27603 | $10,000 | Yes (X) | |
| John Rex Endowment | |||||||
| 4 | 712 W North Street | Raleigh | NC | 27603 | $5,000 | Yes (X) | |
| Novant Health | |||||||
| 5 | 108 Providence Road | Charlotte | NC | 28207 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,000 SHARES OF ISHARES RUSSELL 3000 | NoncashPropertyDesc |
| Fair Market Value | $146,920 | FairMarketValueAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BUILD. IMPROV. | 2017-04-01 | $49,346 | $898 | M39 | 39 | $1,265 |
| FF&E | 2017-04-01 | $110,957 | $7,922 | M7D | 7 | $15,856 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15 SHARES BANK OF AMERICA CORP | $4,655 | $18,788 |
| 1000 SHARES ISHARES RUSSELL 3K | $81,037 | $146,920 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1000 SHARES OF MAGELLAN MIDSTR | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILD. IMPROV. | $49,346 | $2,163 | $47,183 |
| FF&E | $110,957 | $23,778 | $87,179 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | ELIZABETH H STAR-WINER TRUSTEE | LenderPersonNm |
| Loan Original | $2,204 | LoanOriginalAmt |
| Balance Due | $2,204 | BalanceDueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $150 | $150 |
| MISCELLANEOUS EXPENSES | $1,343 | |
| OFFICE EXPENSES | $6,757 | |
| MEALS & ENTERTAINMENT | $4,055 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PTP Ordinary Gain | $7,710 | $7,710 |
| ORDINARY Loss FROM PASS THROUGHS | -$1,255 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | InterestInterestRt |
|---|---|---|
| SPAY NEUTER CHARLOTTE 501(C)(3) | ||
| $50,000 | $50,000 | 0 |
| COASTAL AHEC | ||
| $4,211 | $4,211 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $6,200 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $2,500 | Amt |
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