THE Z V PATE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE Z V PATE FOUNDATION INC (EIN 56-1469816)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-09-26
- IRS object ID
- 201922699349100622
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-26T16:12:07-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560731535 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S PRESTON DOUGLAS & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2339 | AddressLine1Txt |
| City | LUMBERTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 283592339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561469816 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZV PATE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZVPA | BusinessNameControlTxt |
| Phone | 9104622122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1Txt |
| City | LAUREL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28351 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY M WILLIAMS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9104622122 | PhoneNum |
| Signature | 2019-09-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN L GRISSOM JR | PreparerPersonNm |
| PTIN | P00116611 | PTIN |
| Phone | 9107397523 | PhoneNum |
| Preparation | 2019-09-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-26 | IPDt |
| IP Tm | 16:12:07 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 25B693A878EA450C1F311616A82E4637ACC61B31 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 47DC89AE433FDF5CB464A57D31CCF99CDCF29FE1 | 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 | $1,184,248 | 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 | $13,894 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $11 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $37,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,033 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $37,033 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,696 | GrossSalesPriceAmt |
| Total Rev And Expnss | $164,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,044 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,044 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,110 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,110 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,110 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,110 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $377 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $377 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $377 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $377 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,417 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,417 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $11,417 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,417 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,904 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $14,904 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,904 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,979 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $14,904 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,140 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,140 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,551 | CashBOYAmt |
| Cash EOY | $71,610 | CashEOYAmt |
| Cash EOYFMV | $71,610 | CashEOYFMVAmt |
| Corporate Stock BOY | $498,901 | CorporateStockBOYAmt |
| Corporate Stock EOY | $593,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,112,638 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $608,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $664,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,184,248 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $608,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $664,702 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $608,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $664,702 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $608,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $664,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $608,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,250 | ExcessRevenueOverExpensesAmt |
| Subtotal | $664,702 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $664,702 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,924 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,102,944 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098758 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,179 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,039,507 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.093486 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,535 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $901,044 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110466 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,993 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $985,331 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107571 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,435 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $935,257 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.107388 | DistributionYr5Rt |
| Total Distribution | 0.517669 | TotalDistributionRt |
| Average Distribution | 0.103534 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,158,258 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $119,919 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $221 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,140 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,979 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $443 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $443 | SubtotalAmt |
| Tax Based On Investment Income | $443 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $443 | TaxDueAmt |
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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BRADLEY M WILLIAMS | IndividualWithBooksNm |
| Phone | 9104622122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1Txt |
| City | LAUREL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28351 | 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 |
| 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 (3 entries)
| Business Name Line2BusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| DAVID L BURNS | ||||||||||
| DAVID L BURNS | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CAROLYN P PAUL | ||||||||||
| CAROLYN P PAUL | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | SECRETARY | 000.00 | $0 | $0 | $0 |
| BRADLEY M WILLIAMS | ||||||||||
| BRADLEY M WILLIAMS | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | TREASURER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,070,019 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,175,896 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,175,896 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,638 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,158,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $443 | TotalTaxAmt |
| Distributable Before Adj | $57,470 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $57,470 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $57,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,979 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $107,979 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $107,979 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,470 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $53,950 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,164 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,875 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,516 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,154 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $265,659 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,979 | QualifyingDistributionsAmt |
| Applied To Current Year | $57,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,509 | RemainingDistriFromCorpusAmt |
| Total Corpus | $316,168 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $53,950 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $262,218 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,164 | ExcessFromYear4Amt |
| Excess From Year3 | $54,875 | ExcessFromYear3Amt |
| Excess From Year2 | $45,516 | ExcessFromYear2Amt |
| Excess From Year1 | $54,154 | ExcessFromYear1Amt |
| Excess From Current Year | $50,509 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID L BURNS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ZV PATE FOUNDATION INC | AddressLine1Txt |
| Address Line2 | PO BOX 159 | AddressLine2Txt |
| City | LAUREL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28351 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9104622122 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITTEN FORM, INCLUDING IDENTIFICATION OF APPLICANT, TYPE OF ORGANIZATION, AMOUNT REQUESTED, DESCRIPTION OF USE OF THE FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANYTIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO THE SOUTHEASTERN UNITED STATES AREA. ORGANIZATIONS ARE NOTIFIED WITHIN SIXTY DAYS AS TO APPROVAL OR REJECTION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| AMERICAN CANCER SOCIETY | 13291 WESLEYAN DRIVE | 13291 WESLEYAN DRIVE | LAURINBURG | NC | 28352 | NONE | MEDICAL | $1,000 |
| BOY SCOUTS OF AMERICA | ||||||||
| BOY SCOUTS OF AMERICA | PO BOX 7156 | PO BOX 7156 | WILMINGTON | NC | 28406 | NONE | COMMUNITY | $5,950 |
| CENTRAL NC COUNCIL RICHIMOND DIST | ||||||||
| CENTRAL NC COUNCIL RICHIMOND DIST | PO BOX 250 ALBERMARIE | PO BOX 250 ALBEMARIE | ALBEMARIE | NC | 28001 | NONE | COMMUNITY | $475 |
| CHRIST CHURCH CHARLOTTE | ||||||||
| CHRIST CHURCH CHARLOTTE | 1412 PROVIDENCE ROAD | 1412 PROVIDENCE ROAD | CHARLOTTE | NC | 28207 | NONE | RELIGIOUS | $1,000 |
| HOSPICE OF SCOTLAND CO | ||||||||
| HOSPICE OF SCOTLAND COUNTY | PO BOX 1033 | PO BOX 1033 | LAURINBURG | NC | 28353 | NONE | MEDICAL | $1,500 |
| LAURINBURG PRESBYTERIAN CHURCH | ||||||||
| LAURINBURG PRESBYTERIAN CHURCH | 600 WEST CHURCH STREET | 600 WEST CHURCH STREET | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $1,000 |
| SAINT LUKE UMC | ||||||||
| SAINT LUKE UMC | 1501 TURNPIKE ROAD | 1501 TURNPIKE ROAD | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $1,000 |
| SCOTLAND COUNTY LITERARY COUNCIL | ||||||||
| SCOTLAND COUNTY LITERARY COUNCIL | PO BOX 922 | PO BOX 922 | LAURINBURG | NC | 28352 | NONE | COMMUNITY | $300 |
| SCOTLAND HIGH SCHOOL ATHLECTIC | ||||||||
| SCOTLAND HIGH SCHOOL ATHLETIC | 11780 MCCOLL RD | 11780 MCCOLL RD | LAURINBURG | NC | 28352 | NONE | EDUCATIONAL | $2,500 |
| SCOTLAND MEMORIAL FOUNDAT | ||||||||
| SCOTLAND MEMORIAL FOUNDATION | 500 LAUCHWOOD DRIVE | 500 LAUCHWOOD DRIVE | LAURINBURG | NC | 28352 | NONE | MEDICAL | $1,500 |
| ST ANDREWS PRESBYTERIAN C | ||||||||
| ST ANDREWS PRESBYTERIAN COLLEGE | 1700 DOGWOOD MILE | 1700 DOGWOOD MILE | LAURINBURG | NC | 28352 | NONE | EDUCATION | $40,000 |
| UNITED WAY OF SCOTLAND CO | ||||||||
| UNITED WAY OF SCOTLAND COUNTY | PO BOX 742 | PO BOX 742 | LAURINBURG | NC | 28353 | NONE | COMMUNITY | $12,000 |
| W ROCKINGHAM METHODIST CHURCH | ||||||||
| W ROCKINGHAM METHODIST CHURCH | 217 WEST US HWY 74 | 217 WEST US HWY 74 | ROCKINGHAM | NC | 28379 | NONE | RELIGIOUS | $1,000 |
| LAURINBURG POLICE DEPARTMENT | ||||||||
| LAURINBURG POLICE DEPARTMENT | 303 WEST CHURCH ST | 303 WEST CHURCH ST | LAURINBURG | NC | 28352 | NONE | COMMUNITY | $250 |
| UNC-PEMBROKE FOUNDATION | ||||||||
| UNC-PEMBROKE FOUNDATION | PO BOX 1510 | PO BOX 1510 | PEMBROKE | NC | 28372 | NONE | EDUCATIONAL | $10,000 |
| UNC-CHAPEL HILL | ||||||||
| UNC-CHAPEL HILL | PO BOX 309 | PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | EDUCATIONAL | $1,000 |
| ANTIOCH UNITED METHODIST CHURCH | ||||||||
| ANTIOCH UNITED METHODIST CHURCH | PO BOX 448 | PO BOX 448 | BENNETTESVILLE | SC | 29512 | NONE | RELIGIOUS | $1,000 |
| NCBM - BAPTIST ON MISSION | ||||||||
| NCBM - BAPTIST ON MISSION | PO BOX 1107 | PO BOX 1107 | CARY | NC | 27512 | NONE | RELIGIOUS | $5,000 |
| RICHMOND COUNTY COLLEGE FOUNDATION | ||||||||
| RICHMOND COUNTY COLLEGE FOUNDATION | PO BOX 1189 | PO BOX 1189 | HAMLET | NC | 28345 | NONE | EDUCATION | $1,000 |
| RICHMOND COUNTY HOSPICE INC | ||||||||
| RICHMOND COUNTY HOSPICE INC | PO BOX 2136 | PO BOX 2136 | ROCKINGHAM | NC | 28379 | NONE | MEDICAL | $2,600 |
| SCOTLAND CO CHURCH & COMM SERVICE | ||||||||
| SCOTLAND CO CHURCH & COMM SERVICES | 108 GILL STREET | 108 GILL STREET | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $2,500 |
| TIS THE SEASON | ||||||||
| TIS THE SEASON | 507 MONTROSE LANE | 507 MONTROSE LANE | LAURINBURG | NC | 28352 | NONE | COMMUNITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,075 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $37,033 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $113,291 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $150,335 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $150,335 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED ON FUNDS INVESTED FOR CHARITABLE PURPOSES |
| 4 | DIVIDENDS EARNED ON FUNDS INVESTED FOR CHARITABLE PURPOSES |
| 8 | GAIN (LOSS) - SALE OF INVSTMTS USED FOR CHARITABLE PURPOSE |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,110 | Amt |
| Net Investment Income | $3,110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,110 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,110 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (25 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO | 1970-12 | PURCHASE | 2018-07 | $50,989 | $13,746 | $37,243 |
| MICROSOFT | 2005-02 | PURCHASE | 2018-07 | $5,399 | $1,264 | $4,135 |
| 2006-05 | PURCHASE | 2018-07 | $2,510 | $380 | $2,130 | |
| MICROSOFT CORP | 2008-03 | PURCHASE | 2018-10 | $2,233 | $510 | $1,723 |
| ANTHEM INC | 2004-07 | PURCHASE | 2018-10 | $5,538 | $805 | $4,733 |
| AMGEN INC | 2005-03 | PURCHASE | 2018-12 | $41,740 | $13,300 | $28,440 |
| DOMINION ENERGY INC | 2017-12 | PURCHASE | 2019-01 | $37 | $32 | $5 |
| EXXON MOBIL CORP | 1967-11 | PURCHASE | 2019-01 | $7,177 | $209 | $6,968 |
| DOWDUPONT INC | 2006-01 | PURCHASE | 2019-01 | $5,346 | $2,686 | $2,660 |
| DEERE & CO | 1991-08 | PURCHASE | 2019-01 | $8,037 | $406 | $7,631 |
| COCA-COLA CO | 2010-02 | PURCHASE | 2019-01 | $2,554 | $1,423 | $1,131 |
| CISCO SYSTEMS | 2005-01 | PURCHASE | 2019-01 | $4,596 | $1,869 | $2,727 |
| GABELLI DIV & INCOME TR | 2008-09 | PURCHASE | 2019-01 | $31 | -$31 | |
| HOME BANCSHARES INC | 2018-07 | PURCHASE | 2019-02 | $19,782 | $22,900 | -$3,118 |
| ANTHEM INC | 2004-07 | PURCHASE | 2019-02 | $4,599 | $604 | $3,995 |
| CHANGE IN VALUE-TEMPLETON EMERGING M | 2004-04 | PURCHASE | 2019-02 | $710 | -$710 | |
| CASH MERGER - SETTLEMNT DIST 2017 MR | 2011-03 | PURCHASE | 2019-03 | $70 | $70 | |
| SOLD 0.333 SHS DOW INC - CASH IN LIE | 2006-01 | PURCHASE | 2019-04 | $10 | $10 | |
| EXXON MOBIL CORP | 1967-11 | PURCHASE | 2019-05 | $3,819 | $104 | $3,715 |
| CASH LIEU - CORTEVA | 2008-05 | PURCHASE | 2019-06 | $9 | $9 | |
| CASH IN LIEU DUPONT | 2006-01 | PURCHASE | 2019-06 | $25 | $25 | |
| MICROSOFT CORP | 2005-03 | PURCHASE | 2019-06 | $6,662 | $1,274 | $5,388 |
| JOHNSON AND JOHNSON | 2017-11 | PURCHASE | 2019-06 | $2,911 | $1,270 | $1,641 |
| CORTEVA INC | 2008-05 | PURCHASE | 2019-06 | $5,378 | $3,223 | $2,155 |
| COCA-COLA CO | 2010-02 | PURCHASE | 2019-06 | $1,275 | $659 | $616 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN | $3,893 | $48,466 |
| ANTHEM INC | $8,412 | $56,442 |
| BANK OF NEW YORK MELLON | $13,552 | $23,620 |
| BWX TECHNOLOGY | $9,213 | $23,445 |
| CISCO | $18,265 | $54,730 |
| COCA-COLA CO | $11,183 | $21,641 |
| DEERE & COMPANY | $2,030 | $41,428 |
| DOMINION ENERGY, INC | $21,618 | $25,825 |
| DOW | $5,300 | $9,024 |
| DUPONT | $7,671 | $13,738 |
| ENERGY TRANSFER PARTNERS LP | $24,703 | $22,528 |
| EXXON MOBILE | $834 | $30,652 |
| FASTENAL CO | $9,995 | $15,643 |
| FEDEX CORPORATION | $17,197 | $16,419 |
| GABELLI | $15,442 | $32,765 |
| GOLDMAN SACS | $9,955 | $10,105 |
| $9,907 | $56,255 | |
| HANESBRANDS INC | $18,689 | $13,759 |
| HOME DEPOT | $5,227 | $47,625 |
| INVESCO OPPENHEIMER DEVELOP | $25,196 | $28,488 |
| JOHNSON & JOHNSON | $16,086 | $37,606 |
| JOHNSON CONTROLS INTERNATIONAL | $19,397 | $20,283 |
| MASTERCARD, INC | $19,933 | $26,453 |
| METLIFE INC SERUES A FLOATING | $10,150 | $11,755 |
| MERCK & CO INC | $24,696 | $48,214 |
| MICROSOFT | $14,278 | $66,980 |
| MORGAN STANLEY SERIES A | $12,394 | $12,216 |
| NATIONAL OILWELL | $2,382 | $6,536 |
| ORIGIN BANCORP, INC | $20,340 | $19,800 |
| PIONEER NATURAL RESOURCES CO | $3,252 | $24,464 |
| SCANA CORPORATION | ||
| TEMPLETON DRAGON | $9,728 | $14,261 |
| TEMPLETON EMERGING MARKETS INCOME | $35,834 | $30,660 |
| UNDISCOVERED EMERGING BEHAVIORAL | $36,837 | $39,021 |
| UNUM GROUP | $10,450 | $26,840 |
| WAL-MART | $13,034 | $29,501 |
| WELLS FARGO | ||
| WESTERN ASSET VARIABLE | $22,344 | $22,310 |
| FIRST EAGLE GLOBAL FUND | $58,168 | $57,757 |
| EATON VANCE DURATION | $25,507 | $25,383 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK CHARGES | $11,417 | $11,417 | $11,417 | $11,417 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $377 | Amt |
| Net Investment Income | $377 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $377 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $377 | DisbursementsCharitablePrpsAmt |
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