HARVEY MCNAIRY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARVEY MCNAIRY FOUNDATION INC (EIN 20-8686982)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349100710
- Schema version
- 2024v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T06:35:04-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561523260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SITTERSON & WHITFIELD P A | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1399 | AddressLine1Txt |
| City | KINSTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208686982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARVEY-MCNAIRY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 2525231216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 189 | AddressLine1Txt |
| City | KINSTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENDRA WARREN | PersonNm |
| Person Title | ASSISTANT SEC/TRE | PersonTitleTxt |
| Phone | 1234567890 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL L WHITFIELD | PreparerPersonNm |
| PTIN | P01564326 | PTIN |
| Phone | 2525232106 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,296,841 | 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 | $253,944 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $68,827 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68,827 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $68,827 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $436,871 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $436,871 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $436,871 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $614,332 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,891,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,288 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,672 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $50,672 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,424,646 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $566,986 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $556,370 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,625 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $103,243 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,243 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $7,249 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,249 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,302 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,302 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,383 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $120,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,802 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,025,008 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,025,008 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,145,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,802 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,025,008 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $278,836 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $446,184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $556,370 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $447,509 | CashBOYAmt |
| Cash EOY | $212,532 | CashEOYAmt |
| Cash EOYFMV | $212,532 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $590,345 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $685,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $686,434 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,468,955 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,904,954 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,040,117 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,046,346 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,136,585 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,112,333 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,275,250 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,161,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,245,425 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,828,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,101,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,296,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,828,405 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,101,023 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,828,405 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,101,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,828,405 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,101,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,828,405 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $278,836 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,107,241 | SubtotalAmt |
| Other Decreases | $6,218 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,101,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,288 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,202 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,202 | SubtotalAmt |
| Tax Based On Investment Income | $6,202 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $120 | EsPenaltyAmt |
| Tax Due | $1,722 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KENDRA WARREN | IndividualWithBooksNm |
| Phone | 2525234103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 189 | AddressLine1Txt |
| City | KINSTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28502 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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)
| 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 |
|---|---|---|---|---|---|---|---|---|
| LEIGH H MCNAIRY | ||||||||
| PO BOX 189 | KINSTON | NC | 28502 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JOHN O MCNAIRY | ||||||||
| PO BOX 189 | KINSTON | NC | 28502 | SEC/TREAS | 000.00 | $0 | $0 | $0 |
| KENDRA WARREN | ||||||||
| PO BOX 189 | KINSTON | NC | 28502 | ASSISTANT SE | 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 | $19,641,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $850,746 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,364,676 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,856,984 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $21,856,984 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $327,855 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,529,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,076,456 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,076,456 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,202 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,202 | TotalTaxAmt |
| Distributable Before Adj | $1,070,254 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,070,254 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,070,254 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,025,008 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,025,008 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,070,254 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,012,516 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $2,995 | TotalForPriorYearsAmt |
| Qualifying Distributions | $1,025,008 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,012,516 | AppliedToYear1Amt |
| Applied To Current Year | $12,492 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $2,995 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $2,995 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $1,057,762 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN AND LEIGH MCNAIRY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| ALPHA USA | |||||||
| 2275 HALFDAY ROAD | SUITE 185 | BANNOCKBURN | IL | 60015 | CHARITABLE | $5,000 | |
| ANN STREET UNITED METHODIST CHURCH | |||||||
| 417 ANN STREET | BEAUFORT | NC | 28516 | CHARITABLE | $1,500 | ||
| ATRIUM HEALTH | |||||||
| 7800 PROVIDENCE RD | SUITE 208 | CHARLOTTE | NC | 28226 | CHARITABLE | $10,000 | |
| BARD PRISON INITIATIVE | |||||||
| PO BOX 5000 | ANNENDALEONHUDSON | NY | 12504 | CHARITABLE | $5,000 | ||
| BEAUFORT HISTORICAL ASSOCIATION | |||||||
| 130 TURNER ST | BEAUFORT | NC | 28516 | CHARITABLE | $1,500 | ||
| BISHOP WALKER SCHOOL | |||||||
| 1801 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | CHARITABLE | $2,500 | ||
| BOYS & GIRLS CLUB OF THE COASTAL | |||||||
| 621 W FIRE TOWER ROAD | WINTERVILLE | NC | 28590 | CHARITABLE | $200,000 | PLAINS | |
| BOYS & GIRLS CLUBS OF LENOIR COUNTY | |||||||
| 621 W FIRE TOWER RD | GREENVILLE | NC | 28590 | CHARITABLE | $1,000 | ||
| BUCKLEY SCHOOL | |||||||
| 113 EAST 73RD STREET | NEW YORK | NY | 10021 | CHARITABLE | $10,000 | ||
| CARTERET HEALTHCARE FOUNDATION | |||||||
| 3500 ARENDELL ST | MOREHEAD CITY | NC | 28557 | CHARITABLE | $1,500 | ||
| CAST | |||||||
| PO BOX 1566 | SOUTHOLD | NY | 11971 | CHARITABLE | $5,000 | ||
| CHARLESTON LIBRARY SOCIETY | |||||||
| 164 KING ST | CHARLESTON | SC | 29401 | CHARITABLE | $1,750 | ||
| CHARLESTON LITERARY FESTIVAL INC | |||||||
| 105 CHURCH STREET | CHARLESTON | SC | 29401 | CHARITABLE | $28,000 | ||
| EARTH CONSERVATION CORPS | |||||||
| 2000 HALF STREET SW | WASHINGTON | DC | 200243304 | CHARITABLE | $5,000 | ||
| FAITH VENTURES FOUNDATION | |||||||
| 748 IRON MOUNTAIN RD | CANTON | GA | 30015 | CHARITABLE | $140,000 | ||
| FIRST RUNG FOUNDATION | |||||||
| 304 ORANGE STREET | BEAUFORT | NC | 285161821 | CHARITABLE | $1,000 | ||
| FOLLOWONE INTERNATIONAL | |||||||
| 275 SHILOH MANOR DR | MARIETTA | GA | 30060 | CHARITABLE | $10,000 | ||
| FOUNDATION FOR THE CAROLINAS | |||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | CHARITABLE | $1,000 | ||
| FRACTURED ATLAS | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | CHARITABLE | $3,500 | ||
| GO GLOBAL NC | |||||||
| PO BOX 2162 | WAKE FOREST | NC | 27588 | CHARITABLE | $20,000 | ||
| HAITIAN GLOBAL HEALTH ALLIANCE | |||||||
| 68 JAY STREET | SUITE 201 | BROOKLYN | NY | 11201 | CHARITABLE | $15,000 | |
| HARBOR HOMES MARTHA'S VINEYARD | |||||||
| PO BOX 4795 | VINEYARD HAVEN | MA | 02568 | CHARITABLE | $3,500 | ||
| HISTORIC CHARLESTON FOUNDATION | |||||||
| 40 EAST BY STREET | CHARLESTON | SC | 29401 | CHARITABLE | $258 | ||
| HOPE WAY | |||||||
| 1717 SHARON ROAD WEST | CHARLOTTE | NC | 28210 | CHARITABLE | $10,000 | ||
| LENOIR COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 188 | KINSTON | NC | 28502 | CHARITABLE | $11,000 | ||
| LINCOLN TUBMAN FOUNDATION | |||||||
| 2096 MIDDLEBURG LAND | MT PLEASANT | SC | 29464 | CHARITABLE | $150,000 | ||
| MERIDIAN INTERNATIONAL CENTER | |||||||
| 1630 CRESCENT PLACE NW | WASHINGTON | DC | 20009 | CHARITABLE | $2,500 | ||
| MIDDLETON PLACE FOUNDATION | |||||||
| 4300 ASHLEY RIVER ROAD | CHARLESTON | SC | 294147206 | CHARITABLE | $750 | ||
| MUSC FOUNDATION | |||||||
| 18 BEE ST | CHARLESTON | SC | 29425 | CHARITABLE | $3,000 | ||
| REDEEMER PRESBYTERIAN CHURCH | |||||||
| 1359 BROADWAY | 4TH FLOOR | NEW YORK | NY | 10018 | CHARITABLE | $10,000 | |
| ROTARY CLUB OF OLE TOWN BEAUFORT | |||||||
| PO BOX 737 | BEAUFORT | NC | 28516 | CHARITABLE | $1,000 | ||
| RUNNING START | |||||||
| 5138 EARL DRIVE | LA CANADA | CA | 91011 | CHARITABLE | $2,500 | ||
| SAINT DAVID'S EPISCOPAL CHURCH | |||||||
| 56150 MACOMB STREET NW | WASHINGTON | DC | 20016 | CHARITABLE | $20,000 | ||
| SASSAFRAS EARTH EDUCATION | |||||||
| 5 CHURCH STREET | AQUINNAH | MA | 02535 | CHARITABLE | $3,000 | ||
| ST PAULS EPISCOPAL CHURCH | |||||||
| 215 ANN ST | BEAUFORT | NC | 28516 | CHARITABLE | $7,500 | ||
| ST EGBERTS CATHOLIC SCHOOL | |||||||
| 1705 EVANS STREET | MOREHEAD CITY | NC | 28557 | CHARITABLE | $1,500 | ||
| ST PHILIPS CHURCH | |||||||
| 142 CHURCH ST | CHARLESTON | SC | 29401 | CHARITABLE | $225,000 | ||
| START WELL | |||||||
| 3030 DUNVALE RD APT 3310 | HOUSTON | TX | 77063 | CHARITABLE | $5,000 | ||
| THE BADDOUR CENTER | |||||||
| 626 BADDOUR BLVD | SENATOBIA | MS | 38668 | CHARITABLE | $10,000 | ||
| THE FORMATION PROJECT | |||||||
| PO BOX 71863 | N CHARLESTON | SC | 29415 | CHARITABLE | $30,000 | ||
| THE POLICY CIRCLE | |||||||
| 4347 W NORTHWEST HWY | SUITE 130 PMB228 | DALLAS | TX | 75220 | CHARITABLE | $2,500 | |
| THE VERITAS FORUM | |||||||
| PO BOX 380807 | CAMBRIDGE | MA | 02238 | CHARITABLE | $25,000 | ||
| THE WINDWARD SCHOOL | |||||||
| 212 EAST 93RD STREET | NEW YORK | NY | 10128 | CHARITABLE | $30,000 | ||
| TMS GLOBAL | |||||||
| PO BOX 936559 | ATLANTA | GA | 311936559 | CHARITABLE | $250 | ||
| URSALINE ACADEMY OF DALLAS | |||||||
| 4900 WALNUT HILL LANE | DALLAS | TX | 75229 | CHARITABLE | $1,500 | FOUNDATION | |
| YOUNG LIFE FOUNDATION | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80903 | CHARITABLE | $1,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,025,008 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,827 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $436,871 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $61,288 | ExclusionAmt |
| Related Or Exempt Function Incm | $553,044 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CARDINAL SELF-STORAGE | 25 | $16,980 |
| CALDWELL MILL | 25 | -$391 |
| CHCP DIRECT INVESTORS | 25 | $34,083 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $617,658 | ExclusionAmt |
| Related Or Exempt Function Incm | $553,044 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,170,702 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN LEIGH MCNAIRY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 189 | AddressLine1Txt |
| City | KINSTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $253,944 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 77 SHS ISHARES CORE S&P 500 ETF | $46,513 | 2024-12-27 |
| 1 | 28 SHS ISHARES CORE S&P 500 ETF | $16,731 | 2024-12-30 |
| 1 | 89 SHS ISHARES CORE S&P 500 ETF | $53,180 | 2024-12-30 |
| 1 | 102 SHS ISHARES CORE S&P 500ETF | $60,948 | 2024-12-30 |
| 1 | 240 SHS ISHARES RUSSELL MID-CAP | $21,631 | 2024-12-27 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,625 | Amt |
| Net Investment Income | $6,625 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| WELLS FARGO TRUST - ST NONCOVERED | PURCHASE | $64,662 | $64,971 | -$309 |
| WELLS FARGO TRUST - LT NONCOVERED | PURCHASE | $429,935 | $430,593 | -$658 |
| MORGAN STANLEY - LT COVERED | PURCHASE | $9,787 | $8,606 | $1,181 |
| FRANKLIN ST ADVISORS - ST COVERED | PURCHASE | $114,935 | $120,402 | -$5,467 |
| FRANKLIN ST ADVISORS - LT COVERED | PURCHASE | $417,332 | $293,611 | $123,721 |
| FRANKLIN ST ADVISORS - LT NONCOVERED | PURCHASE | $24,641 | $25,837 | -$1,196 |
| WELLS FARGO ADV 9236 - ST COVERED | PURCHASE | $200,000 | $200,000 | |
| WELLS FARGO ADV 9236 - ST NONCOVERE | PURCHASE | $400,000 | $400,000 | |
| WELLS FARGO ADV 9236 - LT COVERED | PURCHASE | $356,303 | $324,219 | $32,084 |
| WELLS FARGO ADV 9236 - LT NONCOVERE | PURCHASE | $100,000 | $100,000 | |
| CALDWELL MILL OPP FUND - ST | PURCHASE | $12,963 | $12,963 | |
| CALDWELL MILL OPP FUND - LT | PURCHASE | $54,910 | $54,910 | |
| MCVEAN LT | PURCHASE | $644,642 | $308,827 | $335,815 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO TRUST 4624 - BONDS | $525,598 | $517,590 |
| FRANKLIN STREET 4433 - BONDS | $610,987 | $594,743 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EVERYTABLE PBC | $564,045 | $564,045 |
| FRANKLIN STREET 4433 - STOCKS | $967,388 | $1,450,647 |
| MORGAN STANLEY 2698 | $60,365 | $65,545 |
| MT OLIVE PICKLE | $350,000 | $2,218,750 |
| TWEEDY BROWNE 3192 | $453,440 | $733,912 |
| WELLS FARGO 4624 | $882,598 | $1,070,911 |
| WELLS FARGO 9236 | $6,627,118 | $13,936,307 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MCVEAN DEPOSIT | AT COST | ||
| CHCP DIRECT INVESTORS LP | AT COST | $436,562 | $436,562 |
| ICONIQ STRATEGIC PARTNERS, LP | AT COST | $16,705 | $16,705 |
| CARDINAL SELF STORAGE | AT COST | $28,526 | $28,526 |
| CALDWELL MILL OPP FUND | AT COST | $378,007 | $378,007 |
| GOLDMAN SACHS MIDDLE MKT LENDING | AT COST | $199,578 | $314,442 |
| NPC IMPOSSIBLE II. LLC | AT COST | $101,656 | $71,183 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES PAID | $6,099 |
| PENALTIES | $119 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $455 | $455 |
| OTHER MISCELLANEOUS EXPENSES | $855 | $855 |
| POSTAGE AND DELIVERY | $73 | $73 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CARDINAL SELF-STORAGE | $16,980 | $16,980 |
| CALDWELL MILL | -$391 | -$391 |
| CHCP DIRECT INVESTORS | $34,083 | $34,083 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $84,853 | $84,853 |
| INVESTMENT FEES - PASS THROUGH | $15,390 | $15,390 |
| CONSULTANT FEE | $3,000 | $3,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $2,302 | Amt |
| Net Investment Income | $2,302 | NetInvestmentIncomeAmt |
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