RAFTELIS FOUNDATION GEORGE RAFTELIS: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RAFTELIS FOUNDATION GEORGE RAFTELIS (EIN 56-2105040)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201931309349102048
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T11:33:28-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474795643 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cathlean W Utzig CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Metropolitan Ave Unit 403 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | 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 | 562105040 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAFTELIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAFT | BusinessNameControlTxt |
| Phone | 7048940540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17533 PARADISE COVE COURT | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE RAFTELIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cathlean W Utzig | PreparerPersonNm |
| PTIN | P01300918 | PTIN |
| Phone | 7049071420 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $293,685 | 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 |
| Dividends Rev And Expnss | $8,024 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,024 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,277 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $213,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,277 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $125,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,301 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,853 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,853 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,619 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,619 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $94 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $94 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $357 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $228 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,619 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $58,690 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $58,690 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,619 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $58,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,123 | CashBOYAmt |
| Cash EOY | $22,740 | CashEOYAmt |
| Cash EOYFMV | $22,740 | CashEOYFMVAmt |
| Corporate Stock BOY | $149,447 | CorporateStockBOYAmt |
| Other Investments BOY | $197,939 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $270,945 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $270,945 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $365,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $293,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $293,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $365,509 | UnrestrictedBOYAmt |
| Unrestricted EOY | $293,685 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $365,509 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $293,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $365,509 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $293,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $365,509 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,658 | ExcessRevenueOverExpensesAmt |
| Subtotal | $427,167 | SubtotalAmt |
| Other Decreases | $133,482 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $293,685 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $11,344 | $11,344 | $11,344 | |
| PERSHING PUBLICLY TRADED SECURITIES | $201,945 | $105,933 | $105,933 | $96,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,277 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $38,246 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $325,420 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.11753 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,370 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $338,491 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.11631 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,008 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $383,331 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.16959 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,765 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $410,562 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09198 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,844 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $369,103 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07544 | DistributionYr5Rt |
| Total Distribution | 0.570846 | TotalDistributionRt |
| Average Distribution | 0.114169 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $337,289 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,508 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,207 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,715 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $58,690 | 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 | $1,207 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,207 | SubtotalAmt |
| Tax Based On Investment Income | $1,207 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $1,215 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE RAFTELIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7048940540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17533 PARADISE COVE COURT | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE RAFTELIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17533 PARADISE COVE COURT | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $329,012 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,413 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $342,425 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $342,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $337,289 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,864 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,864 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,207 | TotalTaxAmt |
| Distributable Before Adj | $15,657 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,657 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,657 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $58,690 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $58,690 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,207 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $57,483 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,657 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $9,699 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,284 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,443 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,804 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,385 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $119,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $58,690 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,657 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,033 | RemainingDistriFromCorpusAmt |
| Total Corpus | $162,648 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,699 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $152,949 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,284 | ExcessFromYear4Amt |
| Excess From Year3 | $46,443 | ExcessFromYear3Amt |
| Excess From Year2 | $22,804 | ExcessFromYear2Amt |
| Excess From Year1 | $22,385 | ExcessFromYear1Amt |
| Excess From Current Year | $43,033 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WFAE | |||||||
| 8801 JM KEYNES DR SUITE 91 | CHARLOTTE | NC | 28262 | NONE | PC | PUBLIC RADIO | $7,500 |
| BLUMENTHAL PERF ARTS | |||||||
| 130 NORTH TRYON ST | CHARLOTTE | NC | 28202 | NONE | PC | PERFORMING ARTS | $6,500 |
| CHARLOTTE BALLET | |||||||
| 701 N TRYON ST | CHARLOTTE | NC | 28202 | NONE | PC | PERFORMING ARTS | $10 |
| PAWLEYS ISLAND CHILD DEV CTR | |||||||
| 291 PARKERSVILLE RD | PAWLEYS ISLAND | SC | 29585 | NONE | PC | ASSISTANCE FOR DISADVANTAGED CHILDREN | $250 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | PC | EDUCATION | $8,000 |
| SPOLETO FESTIVAL | |||||||
| 14 GEORGE ST | CHARLESTON | SC | 29401 | NONE | PC | PERFORMING ARTS | $100 |
| DAVIDSON HOUSING COALITION | |||||||
| 220 SLOAN ST A | DAVIDSON | NC | 28036 | NONE | PC | HOUSING | $2,000 |
| MOTHERING ACROSS CONTINENTS | |||||||
| 310 ARLINGTON AVE STE 303 | CHARLOTTE | NC | 28203 | NONE | PC | EDUCATION | $7,500 |
| LEUKEMIA LYMPHOMA ASSOC | |||||||
| 401 HARRISON OAKS BLVD | CARY | NC | 27513 | NONE | PC | CANCER SERVICES | $150 |
| LILY PAD HAVEN | |||||||
| 5009 BEATTIES FORD RD STE 107-356 | CHARLOTTE | NC | 28216 | NONE | PC | DISADVANTAGED WOMEN ASSISTANCE | $1,000 |
| DAVIDSON COLLEGE PRESBY CHURCH | |||||||
| 100 N MAIN STREET | DAVIDSON | NC | 28036 | NONE | PC | CHURCH | $17,780 |
| ECKERD COLLEGE | |||||||
| 4200 59TH AVE SOUTH | ST PETERSBURG | FL | 33711 | NONE | PC | EDUCATION | $5,000 |
| NEXT CHURCH | |||||||
| 6641 MISSION RD | PRAIRIE VILLAGE | KS | 66208 | NONE | PC | CHURCH | $12 |
| GOOD FELLOWS | |||||||
| 700 PARKWOOD AVE | CHARLOTTE | NC | 28205 | NONE | PC | HEALTH CARE | $250 |
| BROOKGREEN GARDENS | |||||||
| 1931 BROOKGREEN GARDENS DR | MURRELLS INLET | SC | 29576 | NONE | PC | COMMUNITY GARDEN | $275 |
| CANINE COMPANIONS | |||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NONE | PC | PET SUPPORT SERVICES | $200 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | NONE | PC | PUBLIC WELFARE | $103 |
| DAVIDSON COLLEGE PRESBYTERIAN CHURC | |||||||
| 100 N MAIN ST | DAVIDSON | NC | 28036 | NONE | PC | PREVENT SEX TRAFFICKING | $1,000 |
| WDAV | |||||||
| PO BOX 8900 | DAVIDSON | NC | 28035 | NONE | PC | PUBLIC BROADCASTING | $800 |
| MATTHEWS PRESBYTERIAN CHURCH | |||||||
| 207 W JOHN ST | MATTHEWS | NC | 28105 | NONE | PC | CHILDREN'S SERVICES | $250 |
| NC PERFORMING ARTS | |||||||
| 2612 E 5TH STREET | CHARLOTTE | NC | 28204 | NONE | PC | PERFORMING ARTS | $10 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $58,690 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,024 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,277 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $125,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,301 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | POYNER SPRUILL | CategoryTxt |
| Legal Fees | $1,853 | LegalFeesAmt |
| Net Investment Income | $1,853 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS AND LOSSES ON INVESTMENTS | Desc |
| Amt | $133,482 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $100 | $100 |
| PLANNING MEALS WITH CHURCH @ 50% | $257 | $128 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $1,619 | Amt |
| Net Investment Income | $1,619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $205 | |
| FOREIGN TAX | $75 | $75 |
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