GEORGE & FRANCES LONDON EDUCATIONAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & FRANCES LONDON EDUCATIONAL FOUNDATION (EIN 58-2233144)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349103580
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T14:47:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560119050 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A T ALLEN & COMPANY LLP CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2245 GATEWAY ACCESS PT STE 201 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27607 | 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 | 582233144 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE AND FRANCES LONDON | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 9198199384 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 VESTAVIA WOODS DRIVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID D DAHL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9198199384 | 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 | ERNEST W WARNER JR | PreparerPersonNm |
| PTIN | P00078675 | PTIN |
| Phone | 9197817550 | PhoneNum |
| Preparation | 2025-11-17 | 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 | $8,087,394 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,481 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,481 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $238,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $238,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $506,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,386 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $414,280 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $414,280 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $96,536 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $96,536 | LegalFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,707 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,707 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $850 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $103,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $548,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $548,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $651,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $548,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$237,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,187 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,128 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $157,782 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $157,782 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,119,365 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,808,848 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,929,612 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,201,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,966,630 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,087,394 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,201,493 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,966,630 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,201,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,966,630 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,201,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,966,630 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,201,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$237,313 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,450 | OtherIncreasesAmt |
| Subtotal | $5,966,630 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,966,630 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH 17A13 | P | $13,398 | $13,380 | $18 | $18 |
| MERRILL LYNCH 17A13 | P | $439,515 | $297,793 | $141,722 | $141,722 |
| MERRILL LYNCH 17A13 | P | $20,847 | $21,725 | -$878 | -$878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,386 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,325 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,325 | SubtotalAmt |
| Tax Based On Investment Income | $4,325 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $675 | OverpaymentAmt |
| Applied To ES Tax | $675 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | DAVID D DAHL | IndividualWithBooksNm |
| Phone | 9198199384 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 VESTAVIA WOODS DR | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27615 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID D DAHL | ||||||||
| 1033 VESTAVIA WOODS DR | RALEIGH | NC | 27615 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SANDRA MARTIN CLARK | ||||||||
| PO BOX 20389 | RALEIGH | NC | 276190389 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MATTHEW C DAHL | ||||||||
| 1033 VESTAVIA WOODS DR | RALEIGH | NC | 27615 | TRUSTEE | 0.00 | $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 | $8,085,842 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,218,058 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,218,058 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,094,787 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $404,739 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $404,739 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,325 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,325 | TotalTaxAmt |
| Distributable Before Adj | $400,414 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $400,414 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $400,414 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $548,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $548,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $400,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $198,870 | UndistributedIncomePYAmt |
| Qualifying Distributions | $548,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $198,870 | AppliedToYear1Amt |
| Applied To Current Year | $349,630 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $50,784 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID D DAHL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1033 VESTAVIA WOODS DR | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9198199394 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION IS ON FILE WITH INTERNAL REVENUE SERVICEAND IS UNCHANGED FROM PRIOR YEARS. APPLICATION IS MADE BY STUDENT'S SCHOOL'S COMMITTEE BASED UPON MERIT AND SCHOLASTIC POTENTIAL FOR POST SECONDARY EDUCATIONAL SUCESS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SPRING OF HIGH SCHOOL SENIOR'S ACADEMIC YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | LONDON SCHOLARSHIP GUIDELINES HAVE BEEN PREVIOUSLY SUPPLIED AND ARE UNCHANGED FROM PRIOR YEARS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MY FUTURE NC INC | ||||||
| PO BOX 26246 | RALEIGH | NC | 27611 | NONE | EDUCATIONAL | $100,000 |
| DUKE UNIVERSITY MARINE LAB | ||||||
| 135 DUKE MARINE LAB RD | BEAUFORT | NC | 28516 | NONE | EDUCATIONAL | $10,000 |
| CARTERET COMMUNITY COLLEGE FOUNDATI | ||||||
| 3505 ARENDELL ST | MOREHEAD | NC | 28557 | NONE | EDUCATIONAL | $10,000 |
| UNC INSTITUTE OF MARINE SCIENCES | ||||||
| 3431 ARENDELL ST | MOREHEAD CITY | NC | 28557 | NONE | EDUCATIONAL | $20,000 |
| UNIVERSITY OF NC AT CHAPEL HILL | ||||||
| PO BOX 309 | CHAPEL HILL | NC | 275140309 | NONE | EDUCATIONAL | $30,000 |
| PUBLIC SCHOOL FORUM OF NC | ||||||
| PO BOX 18284 | RALEIGH | NC | 27619 | NONE | EDUCATIONAL | $30,000 |
| ALISON BROOKE THOMAS | ||||||
| 7 SMOKE RISE BRANCH | HAYESVILLE | NC | 28904 | NONE | SCHOLARSHIP PRINCETON | $4,250 |
| JAMAL TEON PITTS | ||||||
| 96 BARLEY LANE | ENFIELD | NC | 27823 | NONE | SCHOLARSHIP GUILFORD COLLEGE | $4,250 |
| J DEWY CAPE LEQUIN | ||||||
| 305 PINERIDGE ROAD | AHOSKIE | NC | 27910 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| JORDYN MICHELLE RUSH | ||||||
| 201 W PALMER ST APT 50 | RAEFORD | NC | 28376 | NONE | SCHOLARSHIP NCA&T STATE UNIVERSITY | $4,250 |
| LAILA MONAE OWENS | ||||||
| 650 NC HWY 46 | GASTON | NC | 27832 | NONE | SCHOLARSHIP ACADEMY OF ART UNIVERSIT | $4,250 |
| SOPHIE LYNNE CLARKSON | ||||||
| 510 WEST MAIN STREET | ELIZABETH CITY | NC | 27909 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| EMMA LUCY NIXON | ||||||
| 229 SNUG HARBOR ROAD | HERTFORD | NC | 27944 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| JENNA FAITH MARR | ||||||
| 15 ROBIN LANE | BRYSON CITY | NC | 28713 | NONE | SCHOLARSHIP LENOIR RHYNE UNIVERSITY | $8,500 |
| EVELIN YANEX FUNES SORTO | ||||||
| 617 LIBERATION ROAD | NORLINA | NC | 27563 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| EMMA DIANE GRINDSTAFF | ||||||
| PO BOX 1796 | ANDREWS | NC | 28901 | NONE | SCHOLARSHIP NC STATE UNIVERSITY | $4,250 |
| CODY ALEXANDER CLINE | ||||||
| 135 CODY BRANCH | ROBBINSVILLE | NC | 28771 | NONE | SCHOLARSHIP UNIV OF NORTH ALABAMA | $4,250 |
| ZANIYA GABRIELLE BATTLE | ||||||
| 13626 NC HIGHWAY 481 | ENFIELD | NC | 27823 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| MARCJOEL WESLEY LEQUIN | ||||||
| 305 PINERIDGE ROAD | AHOSKIE | NC | 27910 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| ELLIJAH JATEEL ALFORD | ||||||
| 290 MARLEY FARM ROAD | LUMBER BRIDGE | NC | 28357 | NONE | SCHOLARSHIP UNC GREENSBORO | $4,250 |
| NICHOLAS LEE COKER | ||||||
| 1351 CAL FLOYD ROAD | GARYSBURG | NC | 27831 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| SIERRA MARIE RICE | ||||||
| 1700 ULSTER DRIVE | ELIZABETH CITY | NC | 27909 | NONE | SCHOLARSHIP UNC WILMINGTON | $4,250 |
| MASON SCOTT BYRUM | ||||||
| 1203 NEW HOPE ROAD | HERTFORD | NC | 27944 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| HANNAH REBECCA BROWN | ||||||
| PO BOX 785 | WHITTIER | NC | 28789 | NONE | SCHOLARSHIP WESTERN CAROLINA UNIVERS | $4,250 |
| AMONI AALIYAH ASHAYA SMITH | ||||||
| 229 HOLLOMAN ROAD | AHOSKIE | NC | 27910 | NONE | SCHOLARSHIP NC STATE UNIVERSITY | $4,250 |
| EMMA CAROLINE SHOOK | ||||||
| 388 OAK FOREST ROAD | HAYESVILLE | NC | 28904 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| ELIZABETH ANDREA BOYLE | ||||||
| 93 HARMONEY RIDGE ROAD | ROBBINSVILLE | NC | 28771 | NONE | SCHOLARSHIP UNIVERSITY OF SC | $4,250 |
| BRIANA SHANAE PITTS | ||||||
| 214 WOODRIDGE ROAD | ENFIELD | NC | 27823 | NONE | SCHOLARSHIP UNC CHARLOTTE | $4,250 |
| ALAINA MICHELLE GOINS | ||||||
| 327 CARR LANE | RAEFORD | NC | 28376 | NONE | SCHOLARSHIP WESTERN CAROLINA UNIV | $4,250 |
| GISSELLE ELIZABETH PEREZ | ||||||
| 82 SARAH ELLEN DRIVE 992 | OCRACOKE | NC | 27960 | NONE | SCHOLARSHIP NC STATE UNIVERSITY | $4,250 |
| DAYANA GARCIA CRUZ | ||||||
| 301 MAIN STREET | SEVERN | NC | 27877 | NONE | SCHOLARSHIP NC WESLEYAN UNIVERSITY | $4,250 |
| HOLLEY ELIZABETH WEISS | ||||||
| 1036 DAVIS ROAD | ELIZABETH CITY | NC | 27909 | NONE | SCHOLARSHIP ELIZABETH CITY STATE UNI | $4,250 |
| EBY ANNE SCAFF | ||||||
| 244 CEDAR STRETCH ROAD | HERTFORD | NC | 27944 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| NATALIE ERYN JONES | ||||||
| PO BOX 2163 | BRYSON CITY | NC | 28713 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| MARIA ISABEL REYES | ||||||
| 283 REDMAN TRL | WARRENTON | NC | 27589 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| JAKENYA AMANI WHITE | ||||||
| 1428 SOUTH KING ST | WINDSOR | NC | 27983 | NONE | SCHOLARSHIP NC CENTRAL UNIVERSITY | $4,250 |
| GRACELYNN PAIGE ANDERSON | ||||||
| 4674 TUSQUITTE ROAD | HAYESVILLE | NC | 28904 | NONE | SCHOLARSHIP WESTERN CAROLINA UNIVERS | $4,250 |
| NATHANAEL ALEXANDER SHOPE | ||||||
| 25 ORR BRANCH ROAD | ROBBINSVILLE | NC | 28771 | NONE | SCHOLARSHIP WESTERN CAROLINA UNIVERS | $4,250 |
| TANIYAH MIASIA ALSTON | ||||||
| 135 EDEN CIRCLE | LITTLETON | NC | 27850 | NONE | SCHOLARSHIP NC CENTRAL UNIVERSITY | $4,250 |
| CARIEIGH RENEE LASSITER | ||||||
| 928 SAINT JOHN MILLENNIUM | AULANDER | NC | 27805 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| DESTYNI MARION JEANNE MCDONOUGH | ||||||
| 439 FULFORD MCMALLAN RD | RAEFORD | NC | 28376 | NONE | SCHOLARSHIP CATAWBA COLLEGE | $4,250 |
| ELSIE LONDON KATTENBURG | ||||||
| PO BOX 61 | OCRACOKE | NC | 27960 | NONE | SCHOLARSHIP NC STATE UNIVERSITY | $4,250 |
| NYASIA SIRREA DUNN | ||||||
| 109 TURKEY BRANCH ROAD | MURFREESBORO | NC | 27855 | NONE | SCHOLARSHIP EAST CAROILNA UNIVERSITY | $8,500 |
| DANIEL WESLEY HAINES | ||||||
| 1499 TURNPIKE ROAD | ELIZABETH CITY | NC | 27909 | NONE | SCHOLARSHIP NC STATE UNIVERSITY | $4,250 |
| ASHLEIGH BLAIR RUSSELL | ||||||
| 365 CHINQUAPIN ROAD | TYNER | NC | 27980 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| AUDREY ZELENKA | ||||||
| 1480 GREASY BRANCH ROAD | BRYSON CITY | NC | 28713 | NONE | SCHOLARSHIP UNC WILMINGTON | $4,250 |
| CHANDLER NEVAEH KEARSEY | ||||||
| 126 PREMIER DRIVE | MANSON | NC | 27553 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| ALLISON BROOK THOMAS | ||||||
| 7 SMOKE RISE BRANCH | HAYESVILLE | NC | 28904 | NONE | SCHOLARSHIP PRINCETON UNIVERSITY | $4,250 |
| LAILA MONAE OWENS | ||||||
| 650 NC HWY 46 | GASTON | NC | 27832 | NONE | SCHOLARSHIP ACADEMY OF ART UNIVERSIT | $4,250 |
| SOPHIE LYNNE CLARKSON | ||||||
| 510 WEST MAIN STREET | ELIZABETH CITY | NC | 27909 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| JORDYN MICHELLE RUSH | ||||||
| 201 W PALMER STREET APT | RAEFORD | NC | 28376 | NONE | SCHLARSHIP NC A&T UNIVERSITY | $4,250 |
| J DEWEY CEPE LEQUIN | ||||||
| 305 PINERIDGE ROAD | AHOSKIE | NC | 27910 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| EMMA LUCY NIXON | ||||||
| 229 SNUG HARBAR ROAD | HERTFORD | NC | 27944 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| EVELIN YANEX FUNES SORTO | ||||||
| 617 LIBERATION ROAD | NORLINA | NC | 27563 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| DANIEL WESLEY HAINES | ||||||
| 1499 TURNPIKE ROAD | ELIZABETH CITY | NC | 27909 | NONE | SCHOLARSHIP NC STATE UNIVERSITY | $4,250 |
| EMMA DIANE GRINDSTAFF | ||||||
| PO BOX 1796 | ANDREWS | NC | 28901 | NONE | SCHOLARSHIP NC STATE UNIVERSITY | $4,250 |
| CODY ALEXANDER CLINE | ||||||
| 135 CODY BRANCH | ROBBINSVILLE | NC | 28771 | NONE | SCHOLARSHIP UNIV OF ALABAMA | $4,250 |
| ZANIYA GABRIELLE BATTLE | ||||||
| 13626 NC HIGHWAY 481 | ENFIELD | NC | 27823 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| MARC JOEL CEPE LEQUIN | ||||||
| 305 PINERIDGE ROAD | AHOSKIE | NC | 27910 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| ELIJAH JALEEL ALFORD | ||||||
| 290 MARLEY FARM ROAD | LUMBER BRIDGE | NC | 28357 | NONE | SCHOLARSHIP UNC GREENSBORO | $4,250 |
| NICHOLAS LEE COKER | ||||||
| 1351 CAL FLOYD ROAD | GARYSBURG | NC | 27831 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| SIERRA MARIE RICE | ||||||
| 1700 ULSTER DRIVE | ELIZABETH CITY | NC | 27909 | NONE | SCHOLARSHIP UNC WILMINGTON | $4,250 |
| MASON SCOTT BYRUM | ||||||
| 114 TRINITY TRAIL | ELIZABETH CITY | NC | 27909 | NONE | SCHOLARSHIP EAST CAROLINA UNIVERSITY | $4,250 |
| HANNAH REBECCA BROWN | ||||||
| PO BOX 785 | HERTFORD | NC | 28789 | NONE | SCHOLARSHIP WESTERN CAROLINA UNIV | $4,250 |
| AMONI AALIYAH SMITH | ||||||
| 229 HOLLOMAN ROAD | AHOSKIE | NC | 27910 | NONE | SCHOLARSHIP NC STATE UNIVERSITY | $4,250 |
| EMMA CAROLINE SHOOK | ||||||
| 388 OAK FOREST ROAD | HAYESVILLE | NC | 28904 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| ELIZABETH ANDREA BOYLE | ||||||
| 93 HARMONY RIDGE ROAD | ROBBINSVILLE | NC | 28771 | NONE | SCHOLARSHIP UNIVERSITY OF SC | $4,250 |
| BRIANA SHANAE PITTS | ||||||
| 214 WOODRIDGE ROAD | ENFIELD | NC | 27823 | NONE | SCHOLARSHIP UNC CHARLOTTE | $4,250 |
| ALAINA MICHELLE GOINGS | ||||||
| 327 CARR LANE | RAEFORD | NC | 28376 | NONE | SCHOLARSHIP WESTERN CAROLINA UNIV | $4,250 |
| GISSELLE ELIZABETH PEREZ | ||||||
| 82 SARAH ELLEN DRIVE 973 | OCRACOKE | NC | 27960 | NONE | SCHOLARSHIP NC STATE UNIVERSITY | $4,250 |
| DAYANA GARCIA CRUZ | ||||||
| 301 MAIN STREET | SEVERN | NC | 27877 | NONE | SCHOLARSHIP NC WESLEYAN UNIVERSITY | $4,250 |
| HOLLEY ELIZABETH WEISS | ||||||
| 1036 DAVIS ROAD | ELIZABETH CITY | NC | 27909 | NONE | SCHOLARSHIP ELIZABETH STATE UNIV | $4,250 |
| EBY ANNE SCAFF | ||||||
| 244 CEDAR STRETCH ROAD | HERTFORD | NC | 27944 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| NATALIE ERYN JONES | ||||||
| PO BOX 2163 | BRYSON CITY | NC | 28713 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| MARIA ISABEL REYES | ||||||
| 283 REDMAN TRL | WARRENTON | NC | 27589 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| JAKENYA AMANI WHITE | ||||||
| 1428 SOUTH KING ST | WINDSOR | NC | 27983 | NONE | SCHOLARSHIP NC CENTRAL UNIV | $4,250 |
| GRACELYNN PAIGE ANDERSON | ||||||
| 4674 TUSQUITTE ROAD | HAYESVILLE | NC | 28904 | NONE | SCHOLARSHIP WESTERN CAROLINA UNIV | $4,250 |
| NATHANAEL ALEXANDER SHOPE | ||||||
| 25 ORR BRANCH ROAD | ROBBINSVILLE | NC | 28771 | NONE | SCHOLARSHIP WESTERN CAROLINA UNIV | $4,250 |
| TANIYAH MIASIA ALSTON | ||||||
| 135 EDEN CIRCLE | LITTLETON | NC | 27850 | NONE | SCHOLARSHIP NC CENTRAL UNIV | $4,250 |
| CARLEIGH RENEE LASSITER | ||||||
| 928 SAINT JOHN MILLENNIUM | AULANDER | NC | 27805 | NONE | SCHOLARSHIP EAST CAROLINA UNIV | $4,250 |
| DESTYNI MARION JEANNE HOKE | ||||||
| 439 FULFORD MCMALLAN RD | RAEFORD | NC | 28376 | NONE | SCHOLARSHIP CATAWBA COLLEGE | $4,250 |
| ELSIE LONDON KATTENBURG | ||||||
| PO BOX 61 | OCRACOKE | NC | 27960 | NONE | SCHOLARSHIP NC STATE UNIVERSITY | $4,250 |
| NYASIA SIRRES DUNN | ||||||
| 109 TURKEY BRANCH ROAD | MURFREESBORO | NC | 27855 | NONE | SCHOLARSHIP EAST CAROLINA UNIV | $4,250 |
| ASHLEIGH BLAIR RUSSELL | ||||||
| 365 CHINQUAPIN ROAD | TYNER | NC | 27980 | NONE | SCHOLARSHIP UNC CHAPEL HILL | $4,250 |
| AUDREY ZELENKA | ||||||
| 1480 GREASY BRANCH ROAD | BRYSON CITY | NC | 28713 | NONE | SCHOLARSHIP UNC WILMINGTON | $4,250 |
| CHANDLER NEVAEH KEARSEY | ||||||
| 126 PREMIER DRIVE | MANSON | NC | 27553 | NONE | SCHOLARSHIP EAST CAROLINA UNIV | $4,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $548,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,481 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $238,413 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $173,386 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $414,280 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $414,280 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $2,329,944 | $3,710,925 |
| MUTUAL FUNDS | $3,478,904 | $4,218,687 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANNING FULTON | $9,036 | $9,036 |
| DAHL LAW PLLC | $87,500 | $87,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OTHER EXPENSE | $370 | $370 |
| BANK (ADR) FEES | $480 | $480 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMMING DIFFERENCE | Desc |
| Amt | $2,450 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $5,707 | Amt |
| Net Investment Income | $5,707 | NetInvestmentIncomeAmt |
Comments