FOUNDATION FOR A HEALTHY HIGH POINT: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A HEALTHY HIGH POINT (EIN 46-2174223)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-02
- IRS object ID
- 201922759349100102
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-02T08:53:29-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOORE STEPHENS TILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | 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 | 462174223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION FOR A HEALTHY HIGH POINT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 3368227740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET NO 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M TINA MARKANDA | PersonNm |
| Person Title | CEO, EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3368227740 | PhoneNum |
| Signature | 2019-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.87.242.57 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-26 | IPDt |
| IP Tm | 12:02:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 11413A56354823E292384D345D94644752484EFE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,160,893 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,877,715 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,317,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,317,121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $741,559 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,499,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $741,559 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,936,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,058,680 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $163,856 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,386 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,470 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $100,501 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,050 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $90,451 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $32,875 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,288 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,614 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $64,879 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $23 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $64,856 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,548 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,343 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,107 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $175,508 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $154,513 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,995 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $60,332 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,913 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,844 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,232 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,982 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $598 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,384 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,628 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $246 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,187 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,406 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $441 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,127 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84,554 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,829 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $84,837 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $766,301 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $495,872 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $993,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,983,595 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,759,836 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,479,467 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,176,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,822,050 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,242,945 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,333,072 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,333,072 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $3,877,715 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $3,877,715 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $3,877,715 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $29,143,312 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,092,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,092,984 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,676,652 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,809,598 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,809,598 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $109,577 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,816 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $41,339 | LandBOYAmt |
| Land EOY | $34,761 | LandEOYAmt |
| Land EOYFMV | $34,761 | LandEOYFMVAmt |
| Other Assets BOY | $456 | OtherAssetsBOYAmt |
| Other Assets EOY | $12,763 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,763 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,104,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,160,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,160,893 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,048 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,017 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,865,060 | GrantsPayableBOYAmt |
| Grants Payable EOY | $875,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $100,312 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,972,420 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $888,017 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $48,132,284 | UnrestrictedBOYAmt |
| Unrestricted EOY | $48,272,876 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,132,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,272,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,104,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,160,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,132,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,176,559 | ExcessRevenueOverExpensesAmt |
| Other Increases | $143,338 | OtherIncreasesAmt |
| Subtotal | $53,452,181 | SubtotalAmt |
| Other Decreases | $5,179,305 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,272,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT PORTFOLIO | PropertyDesc |
| Gross Sales Price | $13,499,463 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,757,904 | CostOrOtherBasisAmt |
| Gain Or Loss | $741,559 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $741,559 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $741,559 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,671,037 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,106,118 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055524 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,577,824 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,635,910 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056487 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $956,612 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $45,050,601 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.021234 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $783,899 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $33,367,731 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023493 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,834 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.156738 | TotalDistributionRt |
| Average Distribution | 0.031348 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,383,181 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,516,716 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,221 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,534,937 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,487,122 | 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 | $18,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $16,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $36,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $84 | EsPenaltyAmt |
| Overpayment | $18,195 | OverpaymentAmt |
| Applied To ES Tax | $18,195 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HEALTHYHIGHPOINT.ORG | WebsiteAddressTxt |
| Individual With Books | M TINA MARKANDA CEOEXECUTIVE DIR | IndividualWithBooksNm |
| Phone | 3368227740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET NO 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES KEEVER | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, CHAIR | 1.00 | $0 | $0 | $0 |
| LEAH PRICE | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, VICE CHAIR/TREAS. | 1.00 | $0 | $0 | $0 |
| SHERI LIM DO | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| M TINA MARKANDA | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | CEO, EXECUTIVE DIRECTOR | 40.00 | $163,856 | $18,124 | $0 |
| JAMES HOEKSTRA MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TYLER COVINGTON | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATT JOBE | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHANIE JOHNSON | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY S MILLER | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAY MILLER | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEREMY MOSELEY | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA TAYLOR MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REV FRANK THOMAS | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELLIOTT WILLIAMS MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN B WORKMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET STE 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $50,082 | CompensationAmt |
| Employee Benefits | $7,915 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STERLING CAPITAL MANAGEMENT | |||||
| 4350 CONGRESS STREET STE 1000 | CHARLOTTE | NC | 28209 | INVESTMENT MANAGEMENT & CUSTODIAN | $163,457 |
| ROBINSON BRADSHAW | |||||
| 101 NORTH TRYON ST STE 1900 | CHARLOTTE | NC | 28246 | LEGAL SERVICES | $64,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $48,021,925 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,098,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,119,981 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,119,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $736,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,383,181 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,419,159 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,419,159 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,221 | TotalTaxAmt |
| Distributable Before Adj | $2,400,938 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $39,752 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,440,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,440,690 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,479,467 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $7,655 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,487,122 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,221 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,468,901 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,440,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $565,022 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,487,122 | QualifyingDistributionsAmt |
| Applied To Year1 | $565,022 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,922,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $518,590 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LESLIE SAWYERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET SUITE 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3368227740 | RecipientPhoneNum |
| Recipient Email Address | LSAWYERS@HEALTHYHIGHPOINT.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALCOHOL & DRUG SERVICES OF GUILFORD INC | |||||||
| 119 CHESTNUT DRIVE | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH PREVENTING SUBSTANCE ABUSE AMONG YOUTH THROUGH THE HEALTHY YOUNG PEOPLE AND ENVIRONMENTS (HYPE) PROGRAM | $50,000 |
| CHILDREN'S HOME SOCIETY OF NORTH CAROLINA INC | |||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | NONE | PC | TO CONTINUE ASSISTANCE WITH THE PARTNERING FOR HEALTHY PARENTING PROGRAM | $72,000 |
| COMMUNITY CLINIC OF HIGH POINT | |||||||
| 779 N MAIN STREET | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH OPERATIONAL SUPPORT | $130,500 |
| FAMILY SERVICE OF THE PIEDMONT INC | |||||||
| 901 BONNER DRIVE | JAMESTOWN | NC | 27281 | NONE | PC | TO ASSIST WITH ESTABLISHING A CENTER OF EXCELLENCE FOR INTEGRATED CHILD PSYCHIATRIC TREATMENT | $250,000 |
| FAMILY SERVICE OF THE PIEDMONT INC | |||||||
| 901 BONNER DRIVE | JAMESTOWN | NC | 27281 | NONE | PC | TO ASSIST WITH PROVIDING INTEGRATED PRIMARY CARE SERVICES FOR UNINSURED AND INDIGENT PATIENTS | $260,000 |
| FAMILY SERVICE OF THE PIEDMONT INC | |||||||
| 901 BONNER DRIVE | JAMESTOWN | NC | 27281 | NONE | PC | TO CONTINUE ASSISTANCE WITH THE TRANSITIONAL SERVICES MANAGEMENT PROGRAM | $50,000 |
| GUILFORD CHILD DEVELOPMENT | |||||||
| 1200 ARLINGTON STREET | GREENSBORO | NC | 27406 | NONE | PC | TO ASSIST WITH SUPPORT OF THE NURSE-FAMILY PARTNERSHIP PROGRAM | $58,400 |
| GUILFORD COUNTY COALITION ON INFANT MORTALITY | |||||||
| 1203 MAPLE STREET 3RD FLOOR | GREENSBORO | NC | 27406 | NONE | PC | TO ASSIST WITH EXPANDING THE ADOPT-A-MOM PROGRAM IN GREATER HIGH POINT COMMUNITIES | $10,000 |
| GUILFORD COUNTY DHHS DIVISION OF PUBLIC HEALTH | |||||||
| 1203 MAPLE STREET 3RD FLOOR | GREENSBORO | NC | 27405 | NONE | GOV | TO ASSIST WITH EXPANDING SERVICES OF THE FAMILY CONNECTS PROGRAM | $87,689 |
| GUILFORD COUNTY DHHS DIVISION OF PUBLIC HEALTH | |||||||
| 1203 MAPLE STREET 3RD FLOOR | GREENSBORO | NC | 27405 | NONE | GOV | TO ASSIST WITH REDUCING TEEN PREGNANCY RATES IN HIGH POINT | $86,213 |
| GUILFORD COUNTY PARTNERSHIP FOR CHILDREN | |||||||
| 500 W FRIENDLY AVE STE 100 | GREENSBORO | NC | 27401 | NONE | PC | TO ASSIST WITH SUPPORT FOR THE READY FOR THE SCHOOL, READY FOR LIFE INITIATIVE | $25,000 |
| GUILFORD NON-PROFIT CONSORTIUMCOMMMUNITY FOUNDATION OF GREATER GREENSBORO | |||||||
| 330 S GREENE ST 100 | GREENSBORO | NC | 27401 | NONE | PC | TO ASSIST WITH SUPPORT FOR CAPACITY BUILDING EFFORTS FOR NON-PROFIT ORGANIZATIONS | $5,039 |
| HIGH POINT REGIONAL HEALTH FOUNDATION | |||||||
| 601 N ELM STREET | HIGH POINT | NC | 27261 | NONE | PC | TO ASSIST IN ENHANCING CLINICAL PROGRAMS AT HIGH POINT REGIONAL HEALTH | $625,000 |
| HIGH POINT UNIVERSITY | |||||||
| ONE UNIVERSITY PARKWAY D-66 | HIGH POINT | NC | 27268 | NONE | PC | TO ASSIST WITH ESTABLISHING PHYSICAL THERAPY SERVICES THROUGH A COMMUNITY-BASED PRO BONO CLINIC | $100,000 |
| OPEN DOOR MINISTRIES | |||||||
| 400 N CENTENNIAL STREET | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH CONTINUED SUPPORT OF THE BEHAVIORAL HEALTH SERVICES PROGRAM | $34,907 |
| SHIFT NC | |||||||
| 3710 UNIVERSITY DRIVE | DURHAM | NC | 27707 | NONE | PC | TO ASSIST WITH HEALTHY BEGINNINGS INITIATIVE SUPPORT | $118,847 |
| THE ARC OF HIGH POINT | |||||||
| 153 BELLEVUE DRIVE | HIGH POINT | NC | 27265 | NONE | PC | TO ASSIST WITH THE EXPANSION OF DENTAL SERVICES FOR PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES | $10,000 |
| YMCA OF HIGH POINT INC | |||||||
| 112 GATEWOOD AVE | HIGH POINT | NC | 27262 | NONE | PC | TO ASSIST WITH STAFF TRAINING AND EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,983,595 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAMILY SERVICE OF THE PIEDMONT INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 BONNER DRIVE | AddressLine1Txt |
| City | JAMESTOWN | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO ASSIST WITH ESTABLISHING A CENTER OF EXCELLENCE FOR INTEGRATED CHILD PSYCHIATRIC TREATMENT | GrantOrContributionPurposeTxt |
| Amt | $250,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $250,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,317,121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $741,559 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,058,680 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,058,680 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER OF WAKE FOREST BAPTIST HEALTH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BOULEVARD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,877,715 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING - AUDIT & TAX | $27,273 | $13,637 | $8,538 |
| ACCOUNTING - BOOKKEEPING | $10,275 | $7,706 | $2,569 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FD COM | $5,253,452 | $5,253,452 |
| DOUBLELINE FDS TR TTL RTN BD I | $4,030,243 | $4,030,243 |
| FIDELTY L/T TRSRY BD-INS PRM | $398,353 | $398,353 |
| METROPOLITAN WEST FDS TOTAL RET CL I | $3,390,480 | $3,390,480 |
| NEUBERGER BERMAN INCOME FDS NE | $1,819,172 | $1,819,172 |
| STRG INCM INSTLPRUDENTIAL TOTAL RETRN BND-Z | $3,917,898 | $3,917,898 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (173 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC-CL A | $65,387 | $65,387 |
| ALPHABET INC-CL C | $72,493 | $72,493 |
| FACEBOOK INC-A | $120,865 | $120,865 |
| TWITTER INC | $44,260 | $44,260 |
| AMAZON COM INC COM | $157,707 | $157,707 |
| CARNIVAL PLC ADR | $35,963 | $35,963 |
| HOME DEPOT INC COM | $57,044 | $57,044 |
| LENNAR CORP-A | $42,399 | $42,399 |
| LENNAR CORP - B SHS | $815 | $815 |
| SONY CORP ADR NEW | $55,570 | $55,570 |
| STARBUCKS CORP COM | $76,765 | $76,765 |
| YUM CHINA HOLDINGS INC | $29,238 | $29,238 |
| YUM! BRANDS INC | $48,442 | $48,442 |
| BRITISH AMERN TOB PLC SPONSORED ADR | $70,889 | $70,889 |
| COCA COLA CO COM | $132,154 | $132,154 |
| COLGATE PALMOLIVE CO COM | $47,080 | $47,080 |
| FOMENTO ECONOMICO MEXICANO SABSPON ADR UNITS | $23,147 | $23,147 |
| KROGER CO COM | $43,313 | $43,313 |
| MONDELEZ INTL INC | $41,711 | $41,711 |
| MONSTER BEVERAGE CORP | $78,998 | $78,998 |
| PROCTER & GAMBLE CO COM | $73,904 | $73,904 |
| WALGREENS BOOTS ALLIANCE INC | $40,725 | $40,725 |
| HALLIBURTON CO COM | $31,152 | $31,152 |
| PHILLIPS 66 COM | $60,908 | $60,908 |
| PIONEER NAT RES CO COM | $33,801 | $33,801 |
| SCHLUMBERGER LTD | $63,501 | $63,501 |
| AMERICAN EXPRESS CO | $27,833 | $27,833 |
| AMERIPRISE FINL INC COM | $46,340 | $46,340 |
| BANK OF AMERICA CORPORATION COM | $66,725 | $66,725 |
| BOK FINL CORP COM NEW | $30,505 | $30,505 |
| CAPITAL ONE FINL CORP COM | $46,412 | $46,412 |
| CHUBB LTD | $45,471 | $45,471 |
| CULLEN FROST BANKERS INC COM | $33,681 | $33,681 |
| EAST WEST BANCORP INC | $40,265 | $40,265 |
| FACTSET RESEARCH SYSTEMS INC CT | $43,228 | $43,228 |
| HDFC BANK LTD ADR REPS 3 SHS | $28,384 | $28,384 |
| JPMORGAN CHASE & CO COM | $43,636 | $43,636 |
| MANULIFE FINL CORP COM | $60,407 | $60,407 |
| SEI INVESTMENTS CO COM | $51,836 | $51,836 |
| ABBVIE INC COM | $38,996 | $38,996 |
| ACADIA HEALTHCARE CO INC | $29,412 | $29,412 |
| AMGEN INC COM | $118,554 | $118,554 |
| CERNER CORP COM | $46,619 | $46,619 |
| DANAHER CORP | $71,772 | $71,772 |
| MERCK & CO INC NEW COM | $32,398 | $32,398 |
| REGENERON PHARMACEUTICALS COM | $84,785 | $84,785 |
| VARIAN MED SYS INC COM | $44,418 | $44,418 |
| DEERE & CO COM | $69,662 | $69,662 |
| EXPEDITORS INTL WASH INC COM | $73,401 | $73,401 |
| GENERAL DYNAMICS CORP COM | $49,050 | $49,050 |
| OSHKOSH CORP | $49,661 | $49,661 |
| PARKER HANNIFIN CORP COM | $53,243 | $53,243 |
| UNITED PARCEL SERVICE INC CL B | $23,602 | $23,602 |
| ADOBE INC | $100,451 | $100,451 |
| ANSYS INC PA | $59,463 | $59,463 |
| AUTODESK INC COM | $98,901 | $98,901 |
| AUTOMATIC DATA PROCESSING INC COM | $23,470 | $23,470 |
| CHECK POINT SOFTWARE TECH LTD ORD | $66,825 | $66,825 |
| CISCO SYS INC COM | $72,101 | $72,101 |
| MICROCHIP TECHNOLOGY INC COM | $56,385 | $56,385 |
| MICROSOFT CORP WA | $170,942 | $170,942 |
| ORACLE CORP COM | $120,054 | $120,054 |
| PAYPAL HOLDINGS INC | $66,936 | $66,936 |
| QUALCOMM INC COM | $69,544 | $69,544 |
| VISA INC COM CL A | $154,238 | $154,238 |
| MARTIN MARIETTA MATLS INC COM | $46,577 | $46,577 |
| PPG INDS INC COM | $56,533 | $56,533 |
| EQUITY LIFESTYLE PPTYS INC COM | $32,053 | $32,053 |
| NATIONAL FUEL GAS COMPANY | $42,377 | $42,377 |
| BAIDU INC SPON ADR REP A | $122,756 | $122,756 |
| CHINA MOBILE LIMITED SPONSORED ADR | $75,264 | $75,264 |
| KDDI CORP ADR | $63,606 | $63,606 |
| NASPERS LTD-N SHS SPON ADR | $55,614 | $55,614 |
| SK TELECOM LTD SPONSORED ADR | $65,151 | $65,151 |
| VODAFONE GROUP PLC-SP ADR | $38,386 | $38,386 |
| WEIBO CORP-SPON ADR | $35,818 | $35,818 |
| YANDEX NV-A | $22,290 | $22,290 |
| ADIDAS AG ADR | $22,415 | $22,415 |
| ALIBABA GROUP HOLDING-SP ADR | $122,952 | $122,952 |
| BAYERISCHE MOTOREN-SPON ADR | $25,836 | $25,836 |
| COMPAGNIE FIN RICHEMONTAG SWI ADR | $45,802 | $45,802 |
| GILDAN ACTIVEWEAR INC COM | $35,612 | $35,612 |
| JOHNSON CONTROLS INTL PLC | $45,661 | $45,661 |
| LVMH MOET HENNESSY LOUIS VUITTON | $40,496 | $40,496 |
| ADRVOLKSWAGEN A G-UNSPON ADR | $106,983 | $106,983 |
| AMBEV SA-ADR | $21,325 | $21,325 |
| DANONE SPONSORED ADR | $68,965 | $68,965 |
| L OREAL CO ADR | $61,916 | $61,916 |
| NESTLE SA-SPONS ADR | $89,044 | $89,044 |
| UNILEVER N V N Y SHS NEW | $50,249 | $50,249 |
| UNILEVER PLC-SPONSORED ADR | $42,688 | $42,688 |
| BP PLC SPONSORED ADR | $57,600 | $57,600 |
| ENCANA CORP COM | $30,137 | $30,137 |
| ROYAL DUTCH SHELL PLC SPON ADR B | $142,537 | $142,537 |
| SASOL LTD SPONSORED ADR | $20,796 | $20,796 |
| TENARIS S A SPONSORED ADR | $12,174 | $12,174 |
| AIA GROUP LTD SPONSORED ADR | $110,385 | $110,385 |
| AKBANK TURK ANONM SIRK ADR | $7,175 | $7,175 |
| ALLIANZ SE SP ADR 1/10 SH | $78,362 | $78,362 |
| AVIVA PLC - SPON ADR | $45,327 | $45,327 |
| BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $84,180 | $84,180 |
| BARCLAYS PLC ADR | $69,451 | $69,451 |
| BNP PARIBAS SPONSORED ADR | $48,736 | $48,736 |
| CAIXABANK- UNSPON ADR | $24,995 | $24,995 |
| CANADIAN IMPRL BK COMM COM | $18,188 | $18,188 |
| DBS GROUP HLDGS LTD SPONSORED ADR | $66,812 | $66,812 |
| GRUPO FIN BANORTE-SPON ADR | $24,989 | $24,989 |
| HSBC HLDGS PLC SPON ADR NEW | $28,859 | $28,859 |
| ICICI BK LTD ADR | $32,815 | $32,815 |
| ING GROEP N V SPONSORED ADR | $24,092 | $24,092 |
| ITAU UNIBANCO HLDG SA SPON ADR REP PFD | $45,517 | $45,517 |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | $28,652 | $28,652 |
| MITSUBISHI UFJ FINL-SPON ADR | $26,702 | $26,702 |
| PRUDENTIAL PLC ADR | $78,663 | $78,663 |
| SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | $29,588 | $29,588 |
| UNICREDIT SPA-ADR | $76,242 | $76,242 |
| ASPEN PHARMACARE HL-UNSP ADR | $13,693 | $13,693 |
| ASTRAZENECA PLC SPONSORED ADR | $58,375 | $58,375 |
| BAYER A G SPONSORED ADR | $63,102 | $63,102 |
| FRESENIUS MEDICAL CARE-ADR | $37,702 | $37,702 |
| GLAXOSMITHKLINE PLC SPONSORED ADR | $25,066 | $25,066 |
| GRIFOLS S A SP ADR REP B NVT | $22,344 | $22,344 |
| LONZA GROUP AG ADR | $43,768 | $43,768 |
| MEDTRONIC PLC | $60,397 | $60,397 |
| NOVARTIS AG-SPONSORED ADR | $146,049 | $146,049 |
| NOVO-NORDISK A S ADR | $70,948 | $70,948 |
| ROCHE HLDG LTD SPONSORED ADR | $123,669 | $123,669 |
| SONOVA HLDG AG ADR | $29,129 | $29,129 |
| SYSMEX CORP ADR | $24,236 | $24,236 |
| TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR | $74,311 | $74,311 |
| ABB LTD SPONSORED ADR | $74,082 | $74,082 |
| ALFA LAVAL AB-UNSPON ADR | $29,755 | $29,755 |
| ATLAS COPCO AB SP ADR A NEW | $22,271 | $22,271 |
| CANADIAN NATL RY CO COM | $55,434 | $55,434 |
| CANADIAN PAC RY LTD COM | $8,703 | $8,703 |
| DEUTSCHE POST AG SPONSORED ADR | $36,762 | $36,762 |
| EAST JAPAN RAILWAY CO ADR | $50,127 | $50,127 |
| FANUC CORPORATION ADR | $99,778 | $99,778 |
| JAPAN AIRLINES CO-UNP ADR | $43,692 | $43,692 |
| JGC CORP ADR | $21,066 | $21,066 |
| KOMATSU LTD SPON ADR NEW | $19,577 | $19,577 |
| KUBOTA CORP-SPONS ADR | $21,562 | $21,562 |
| MONOTARO CO LTD ADR | $42,660 | $42,660 |
| PARK24 CO LTD-SPN ADR | $20,476 | $20,476 |
| ROLLS ROYCE HOLDINGS PLC SPONSORED ADR | $48,213 | $48,213 |
| DASSAULT SYSTEMS | $52,396 | $52,396 |
| INFINEON TECHNOLOGIES AG SPONSORED ADR | $32,793 | $32,793 |
| MICRO FOCUS INTL-SPN ADR | $32,527 | $32,527 |
| SAP SE SPON ADR | $121,949 | $121,949 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | $94,637 | $94,637 |
| TEMENOS AG-SP ADR | $27,627 | $27,627 |
| AIR LIQUIDE ADR | $61,913 | $61,913 |
| AKZO NOBEL NV SPONSORED ADR | $62,692 | $62,692 |
| BASF SE SPONSORED ADR | $71,273 | $71,273 |
| BHP GROUP PLC-ADR | $20,903 | $20,903 |
| FUCHS PETROLUB SE-PREF ADR | $25,316 | $25,316 |
| GIVAUDAN UNSPON ADR | $24,288 | $24,288 |
| LINDE PLC | $41,351 | $41,351 |
| NOVOZYMES A/S-UNSPONS ADR | $22,816 | $22,816 |
| SYMRISE AG-UNSPON ADR | $31,097 | $31,097 |
| ENGIE-SPON ADR | $18,613 | $18,613 |
| SSE PLC-SPN ADR | $54,903 | $54,903 |
| SUN COMMUNITIES INC COM | $31,530 | $31,530 |
| FEDERATED MDT SM CAP GR-R6 | $336,638 | $336,638 |
| TOUCHSTONE FDS GROUP TR MDCAP VALINST | $1,482,391 | $1,482,391 |
| TOUCHSTONE MID CAP GROW-INST | $1,446,003 | $1,446,003 |
| VIRTUS QUALITY SMALL-CAP-I | $1,106,479 | $1,106,479 |
| GS-INTERNAT SC INSIGHTS-IS | $1,386,111 | $1,386,111 |
| LAZARD FDS INC EMERG MKT INST | $1,546,853 | $1,546,853 |
| MSIF-GLOBAL OPPORTUNITY-I | $1,187,346 | $1,187,346 |
| OPPENHEIMER DEVELOPING MKT-I | $1,548,386 | $1,548,386 |
| VANGUARD S&P 500 ETF | $4,724,434 | $4,724,434 |
| VANGUARD FTSE DEVELOPED ETF | $1,505,592 | $1,505,592 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $64,879 | LegalFeesAmt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64,856 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REFUNDABLE DEPOSITS | $456 | $456 | $456 |
| FEDERAL NET INVESTMENT EXCISE TAX RECEIVABLE | $0 | $1,780 | $1,780 |
| DEFERRED FEDERAL NII EXCISE TAX BENEFIT | $0 | $10,527 | $10,527 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED DEPRECIATION IN THE INVESTMENT PORTFOLIO | $5,179,304 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSE | $5,483 | $548 | $6,037 |
| INFORMATION TECHNOLOGY | $18,859 | $1,886 | $16,784 |
| INSURANCE | $8,294 | $829 | $7,465 |
| COMMUCATIONS & PUBLIC RELATIONS | $314 | $0 | $314 |
| COMMUNITY DEVELOPMENT & PUBLIC RELATIONS | $16,749 | $0 | $19,749 |
| DUES & SUBSCRIPTIONS | $547 | $55 | $492 |
| HONORARIUMS, GIFTS & AWARDS | $7,500 | $0 | $7,500 |
| MISC/OTHER | $763 | $76 | $687 |
| NFP ASSOCIATION/ORGANIZATION DUES & MEMBERSHIPS | $13,845 | $15 | $13,830 |
| POSTAGE & DELIVERY | $252 | $25 | $227 |
| SPONSORSHIPS & SPONSORED EVENTS | $8,000 | $0 | $8,000 |
| TRAINING & DEVELOPMENT | $3,948 | $395 | $3,752 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX ADJUSTMENT - RECOVERED GRANT | $39,752 |
| DEFERRED FEDERAL NII EXCISE TAX | $103,586 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL NII EXCISE TAX PAYABLE | $7,253 | $0 |
| DEFERRED FEDRAL NII EXCISE TAX | $93,059 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAN/CONSULTING/MANAGEMENT | $163,457 | $151,039 | $12,418 |
| TECHNOLOGY SERVICES | $3,576 | $358 | $3,218 |
| PAYROLL & RETIREMENT SERVICES | $1,162 | $116 | $1,046 |
| INVESTMENT SERVICES | $3,000 | $3,000 | $0 |
| OTHER CONSULTING SERVICES | $4,313 | $0 | $4,313 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAKE FOREST UNIVERSITY BAPTIST MEDI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MEDICAL CENTER BOULEVARD | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27157 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $17,604 | $1,760 | $15,844 |
| FOREIGN INVESTMENT TAXES | $24,153 | $24,153 | $0 |
| FEDERAL NII EXCISE TAX | $18,575 | $0 | $0 |
Comments