JANDY AMMONS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JANDY AMMONS FOUNDATION INC (EIN 46-1420271)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201931359349101888
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T11:39:42-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561137607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A LUCAS AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 WESTERN BLVD STE 200 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276061749 | 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 | 461420271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JANDY AMMONS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAND | BusinessNameControlTxt |
| Phone | 9196151016 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97487 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276247487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANETTE F AMMONS | PersonNm |
| Person Title | PRESIDENT / CEO | PersonTitleTxt |
| Phone | 9196151016 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOELLEN H WILKES | PreparerPersonNm |
| PTIN | P00181775 | PTIN |
| Phone | 9198514696 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.26.10.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 11:39:42 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2B6453E6FCC02801D862A793A0E99B7A9F097BC3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2B6453E6FCC02801D862A793A0E99B7A9F097BC3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,135,379 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,690 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,690 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $107,958 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,958 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $80,056 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $80,056 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $59,745 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$21,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,176,439 | GrossSalesPriceAmt |
| Incm Modifications Adj Net Incm | $849 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $574,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $195,704 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $849 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $8,384 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $8,384 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,110 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,625 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $14,686 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $14,686 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $43,903 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,736 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,167 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,551 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,538 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $296,538 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $371,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $306,089 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $203,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,657 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $849 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,251 | CashBOYAmt |
| Cash EOY | $329,557 | CashEOYAmt |
| Cash EOYFMV | $329,557 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $252,633 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $203,331 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,331 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,100,148 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,047,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,305,868 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $68,392 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $63,823 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,234,470 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,983 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,219,173 | LandBOYAmt |
| Land EOY | $1,204,487 | LandEOYAmt |
| Land EOYFMV | $1,230,000 | LandEOYFMVAmt |
| Other Assets BOY | $2,400 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,652,605 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,856,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,135,379 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,652,605 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,856,466 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,652,605 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,856,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,652,605 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,856,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,652,605 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $203,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $849 | OtherIncreasesAmt |
| Subtotal | $5,856,466 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,856,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BB&T SECURITIES - ATTACHED | P | 2018-03-21 | 2018-12-31 | $1,279,366 | $1,374,039 | -$94,673 | -$94,673 |
| BB&T SECURITIES - ATTACHED | P | 2016-04-18 | 2018-12-31 | $1,896,617 | $1,823,471 | $73,146 | $73,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,071 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $238,738 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,927,146 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040279 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $243,100 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,453,422 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044578 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $247,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,230,055 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047240 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,066 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,285,710 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022649 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,956 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,946,642 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.005628 | DistributionYr5Rt |
| Total Distribution | 0.160374 | TotalDistributionRt |
| Average Distribution | 0.032075 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,241,176 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $200,186 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,327 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,513 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $306,089 | 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 | $1,327 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,327 | SubtotalAmt |
| Tax Based On Investment Income | $1,327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,473 | OverpaymentAmt |
| Applied To ES Tax | $1,473 | AppliedToESTaxAmt |
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 |
| 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 | WWW.THEJANDYAMMONSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES A LUCAS AND COMPANY LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9198514696 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4909 WESTERN BOULEVARD SUITE 200 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW L AMMONS | ||||||||
| PO BOX 97487 | RALEIGH | NC | 276247487 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| JEANETTE F AMMONS | ||||||||
| PO BOX 97487 | RALEIGH | NC | 276247487 | PRESIDENT / | 000.00 | $0 | $0 | $0 |
| GINA H TEAGUE | ||||||||
| PO BOX 97487 | RALEIGH | NC | 276247487 | EXEC. DIR./A | 000.00 | $0 | $0 | $0 |
| JESSIE RUMBLEY | ||||||||
| PO BOX 97487 | RALEIGH | NC | 276247487 | MEMBER OF BO | 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 | $4,732,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $373,938 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,230,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,336,219 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,336,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,241,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,327 | TotalTaxAmt |
| Distributable Before Adj | $310,732 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $849 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $311,581 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $311,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $306,089 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $306,089 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,327 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $304,762 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $311,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $284,329 | UndistributedIncomePYAmt |
| Qualifying Distributions | $306,089 | QualifyingDistributionsAmt |
| Applied To Year1 | $284,329 | AppliedToYear1Amt |
| Applied To Current Year | $21,760 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $289,821 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GINA TEAGUE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 97487 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276247487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9196151016 | RecipientPhoneNum |
| Recipient Email Address | GINA@THEJANDYAMMONSFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEE FOUNDATION'S WEBSITE FOR APPLICATION FORMAT AND REQUIRED CONTENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTERS OF INQUIRY MUST BE RECEIVED BY THE FOUNDATION ON OR BEFORE MAY 2ND. LETTERS OF INVITATION OR | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE APPLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MARBLES KIDS MUSEUM | |||||||
| 201 E HARGETT STREET | RALEIGH | NC | 27601 | NONE | 501(C)3 | MUSIC MOUNTAIN TREE TUNES EXHIBIT | $40,000 |
| NC STATE ENG FOUNDATION | |||||||
| PAGE HALL | RALEIGH | NC | 27695 | NONE | 501(C)3 | ENVIRONMENT LAB BUILDING NC STATE | $125,000 |
| NC MUSEUM OF LIFE & SCIENCE | |||||||
| 433 W MURRAY AVENUE | DURHAM | NC | 27704 | NONE | 501(C)3 | EARTH MOVES EXHIBIT | $50,000 |
| CONTEMPORARY ART FOUNDATION | |||||||
| 409 W MARTIN STREET | RALEIGH | NC | 27603 | NONE | 501(C)3 | GALLERY UPFIT/WHEELCHAIR ACCESSIBILE | $5,000 |
| WAKE VISUAL ARTS ASSOC | |||||||
| 309 W MARTIN STREET | RALEIGH | NC | 27603 | NONE | 501(C)3 | GREGG TREE SCULPTURE | $15,942 |
| INTERACT | |||||||
| 1012 OBERLIN ROAD | RALEIGH | NC | 27605 | NONE | 501(C)3 | KITCHEN COUNTERTOPS REPLACEMENT | $5,000 |
| ALICE AYCOCK POE CENTER | |||||||
| 224 SUNNYBROOK ROAD | RALEIGH | NC | 27610 | NONE | 501(C)3 | WELLNESS KITCHEN UPFIT | $25,000 |
| WF COLLEGE BIRTHPLACE | |||||||
| 450 N MAIN STREET | WAKE FOREST | NC | 27587 | NONE | 501(C)3 | OUTDOOR SIGNAGE FOR BIRTHPLACE MUSEU | $5,596 |
| TRIANGLE LAND CONSERVANCY | |||||||
| 514 S DUKE STREET | DURHAM | NC | 27701 | NONE | 501(C)3 | RESTORE/RENOVATE HISTORIC PACK HOUSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $296,538 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NC STATE ENGINEERING FOUNDATION | |||||||
| 230 PAGE HALL | RALEIGH | NC | 27695 | NONE | 501(C)3 | BUILDING FOR ENVIRONMENTAL LAB | $125,000 |
| IFC | |||||||
| W MAIN STREET | CARRBORO | NC | 27510 | NONE | 501(C)3 | RENOVATION OF ROOM AND KITCHEN | $27,500 |
| ARTSPACE | |||||||
| 201 E DAVIE STREET | RALEIGH | NC | 27601 | NONE | 501(C)3 | CHAIRS AND COMPUTERS FOR CLASSROOM | $6,100 |
| BURNING COAL THEATRE | |||||||
| 224 POLK STREET | RALEIGH | NC | 27604 | NONE | 501(C)3 | UPGRADE LIGHTING SYSTEM | $25,000 |
| COMMUNITY OF HOPE MINISTRIES | |||||||
| 601 ST MARYS STREET | RALEIGH | NC | 27529 | NONE | 501(C)3 | COLD STORAGE UNIT | $5,000 |
| HOLTS CHAPEL COMMUNITY CENTER | |||||||
| PO BOX 616 | ORIENTAL | NC | 28571 | NONE | 501(C)3 | NEW ROOF | $13,500 |
| NC MUSEUM OF ART FOUNDATION | |||||||
| 2110 BLUE RIDGE ROAD | RALEIGH | NC | 27607 | NONE | 5001(C)3 | REMOVAL AND INSTALLATION OF PLANTS | $22,000 |
| VISUAL ART EXCHANGE | |||||||
| 309 W MARTIN STREET | RALEIGH | NC | 27601 | NONE | 501(C)3 | FABRICATE AND INSTALL ARTWORK | $14,000 |
| WAKE FOREST COLLEGE BIRTHPLACE | |||||||
| 450 N MAIN STREET | WAKE FOREST | NC | 27587 | NONE | 501(C)3 | SIGNAGE AT AILEY YOUNG HOUSE | $2,625 |
| WILDERS GROVE YOUTH CENTER | |||||||
| 4204 WILLOW OAK ROAD | RALEIGH | NC | 27604 | NONE | 501(C)3 | PLAYGROUND EQUIPMENT | $30,000 |
| MARBLES KIDS MUSEUM | |||||||
| 201 E HARGETT STREET | RALEIGH | NC | 27601 | NONE | 501(C)3 | TREE TUNES ENCORE | $10,000 |
| TRIANGLE LAND CONSERVANCY | |||||||
| 514 S DUKE STREET | DURHAM | NC | 27701 | NONE | 5010(C)3 | RENOVATION OF HISTORIC PACK HOUSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $305,725 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,690 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $107,958 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $59,745 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$21,071 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,745 | ExclusionAmt |
| Related Or Exempt Function Incm | $94,577 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $154,322 | 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 | JEANETTE ANDREW AMMONS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8404 SOCIETY PLACE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| PREPARATION OF THE | ||
| ANNUAL FORM 990-PF | $8,384 | $8,384 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING - DOLLAR GENERAL PROPERTY | 2016-12-09 | $572,730 | $15,297 | S/L | 39.0000 | $14,686 | $14,686 |
| LAND - DOLLAR GENERAL PROPERTY | 2016-12-09 | $661,740 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,047,899 | EOYBookValueAmt |
| EOYFMV | $4,305,868 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $68,392 | BookValueAmt |
| EOYFMV | $63,823 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $572,730 | $29,983 | $542,747 | $568,260 |
| LAND | $661,740 | $661,740 | $661,740 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $2,400 | BOYBookValueAmt |
| EOY Book Value | $2,800 | EOYBookValueAmt |
| EOYFMV | $2,800 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PROMOTIONS / MARKETING | $487 | $487 | |
| FOREIGN TAX EXPENSE | $2,510 | $2,510 | |
| INVESTMENT ACCOUNT FEES | $40,226 | $40,226 | |
| OFFICE SUPPLIES | $680 | $680 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 GRANT RETURNED | Desc |
| Amt | $849 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX ON INVESTMENT INCOME | $2,485 | |
| DOLLAR GENERAL PROPERTY | $5,625 | $5,625 |
Comments