FOUNDATION FOR A HEALTHY HIGH POINT: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A HEALTHY HIGH POINT (EIN 46-2174223)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-06
- IRS object ID
- 202512799349100711
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-06T09:51:06-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462174223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION FOR A HEALTHY HIGH POINT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 3368227740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 N MAIN STREET SUITE 2-B 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CURTIS HOLLOMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR/CEO | PersonTitleTxt |
| Phone | 3368227740 | PhoneNum |
| Signature | 2025-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2025-10-03 | 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 | $56,995,778 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,383,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,383,271 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,625,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,623,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,625,267 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,008,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,008,538 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $197,288 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,729 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $177,559 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $125,867 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,587 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $114,218 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,896 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,190 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,242 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,458 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,229 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $25,722 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $179,653 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $164,573 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $158,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,218 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,960 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,823 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $982 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,841 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,692 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,692 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $159,705 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $158,285 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $943,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $229,508 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $575,919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,793,884 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,097,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,737,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $229,508 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,673,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,271,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,779,030 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $222,842 | CashBOYAmt |
| Cash EOY | $324,253 | CashEOYAmt |
| Cash EOYFMV | $324,253 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $843,184 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,119,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,119,630 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $9,816 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,457 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,457 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $32,732,230 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,482,790 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,482,790 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,177,120 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,186,219 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,186,219 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,572,895 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,744,256 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,744,256 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $112,831 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $100,165 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $12,666 | LandEOYAmt |
| Land EOYFMV | $12,666 | LandEOYFMVAmt |
| Other Assets BOY | $9,124 | OtherAssetsBOYAmt |
| Other Assets EOY | $122,507 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $122,507 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $54,567,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,995,778 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,995,778 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $41,044 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $31,738 | AccountsPayableEOYAmt |
| Grants Payable BOY | $303,333 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $88,210 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $47,688 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $432,587 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $79,426 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $54,134,624 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $56,916,352 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $54,134,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,916,352 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $54,567,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $56,995,778 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $54,134,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,271,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $63,327 | OtherIncreasesAmt |
| Subtotal | $61,469,116 | SubtotalAmt |
| Other Decreases | $4,552,764 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,916,352 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT PORTFOLIO | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $74,623,847 | GrossSalesPriceAmt |
| Cost Or Other Basis | $65,998,580 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,625,267 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,625,267 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,625,267 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $135,929 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $135,929 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $135,929 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $113,165 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $91,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $204,165 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68,236 | OverpaymentAmt |
| Applied To ES Tax | $68,236 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HEALTHYHIGHPOINT.ORG | WebsiteAddressTxt |
| Individual With Books | CURTIS HOLLOMAN EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 3368227740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 N MAIN STREET SUITE 2-B 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELLIOTT WILLIAMS MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, CHAIR | 1.00 | $0 | $0 | $0 |
| JEREMY MOSELEY | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| DR PATRICK HARMAN | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| CHARLES CAIN | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| CURTIS HOLLOMAN | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | EXECUTIVE DIRECTOR | 40.00 | $197,288 | $24,139 | $0 |
| TONY COLLINS | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR HARRY CULP | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES HOEKSTRA MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR TASHA DIAL | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REV DR FRANK THOMAS | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID JONES | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EVA OGDEN | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIA STREATER | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEAH PRICE | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMPLOYEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET STE 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $85,801 | CompensationAmt |
| Employee Benefits | $14,611 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830269 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENTS MGMT & CUSTODIAN | ServiceTypeTxt |
| Compensation | $164,573 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,593,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,755,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,348,683 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,348,683 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $860,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,488,453 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,824,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,824,423 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $135,929 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $135,929 | TotalTaxAmt |
| Distributable Before Adj | $2,688,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,688,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,688,494 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,673,136 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $12,666 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,685,802 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,688,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,444,561 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,685,802 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,444,561 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $241,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,447,253 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WHITNEY DAVIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET SUITE 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3368227740 | RecipientPhoneNum |
| Recipient Email Address | INFO@HEALTHYHIGHPOINT.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SIMPLE GESTURE GREENSBORO INC | |||||||
| 3825 W MARKET STREET STE 101 | GREENSBORO | NC | 27408 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| A SIMPLE GESTURE GREENSBORO INC | |||||||
| 3825 W MARKET STREET STE 101 | GREENSBORO | NC | 27408 | NONE | PC | EMERGENCY RELIEF FUNDING, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| ALCOHOL & DRUG SERVICES OF GUILFORD INC | |||||||
| 119 CHESTNUT DRIVE | HIGH POINT | NC | 27262 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| BACKPACK BEGINNINGS | |||||||
| 3707-D ALLIANCE DRIVE | GREENSBORO | NC | 27407 | NONE | PC | EMERGENCY RELIEF FUNDING, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| BEYOND SPORTS NC FOUNDATION FOR NC TRIAD FUSION INC | |||||||
| 4010 WALKER AVE UNIT 101 | GREENSBORO | NC | 27403 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $33,290 |
| BOYS & GIRLS CLUBS OF GREATER HIGH POINT | |||||||
| 200 N MAIN STREET | HIGH POINT | NC | 27260 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| C3 COMMUNITY COLLABORATION FOR CHILDREN | |||||||
| PO BOX 5622 | HIGH POINT | NC | 27262 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 |
| CARING SERVICES INC | |||||||
| 102 CHESTNUT DRRIVE | HIGH POINT | NC | 27262 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $170,000 |
| CARING SERVICES INC | |||||||
| 102 CHESTNUT DRRIVE | HIGH POINT | NC | 27262 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| CARING SERVICES INC | |||||||
| 102 CHESTNUT DRRIVE | HIGH POINT | NC | 27262 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $7,367 |
| CHILDREN'S HOME SOCIETY OF NORTH CAROLINA INC | |||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $11,360 |
| COMMUNITY HOUSING SOLUTIONS OF GUILFORD INC | |||||||
| 1031 SUMMIT AVE STE 1E-1 | GREENSBORO | NC | 27405 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| GENERATIONED | |||||||
| 1200 ARLINGTON STREET | GREENSBORO | NC | 27406 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| GREATER HIGH POINT FOOD ALLIANCE | |||||||
| 815 PHILLIPS AVE | HIGH POINT | NC | 27262 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $200,000 |
| GREATER HIGH POINT FOOD ALLIANCE | |||||||
| 815 PHILLIPS AVE | HIGH POINT | NC | 27262 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| GROWING THE DISTANCE INC | |||||||
| 121 SKEET CLUB RD | HIGH POINT | NC | 27265 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| GUILFORD ADULT HEALTH INC | |||||||
| 612 PASTEUR DRIVE STE 108 | GREENSBORO | NC | 27403 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| GUILFORD COUNTY DHHS DIVISION OF PUBLIC HEALTH | |||||||
| 1203 MAPLE STREET 3RD FLOOR | GREENSBORO | NC | 27405 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $105,043 |
| GUILFORD EDUCATION ALLIANCE INC | |||||||
| 311 POMONA DR UNIT E | GREENSBORO | NC | 27407 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| GUILFORD EDUCATION ALLIANCE INC | |||||||
| 311 POMONA DR UNIT E | GREENSBORO | NC | 27407 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $124,999 |
| GUILFORD NON-PROFIT CONSORTIUMCOMMMUNITY FOUNDATION OF GREATER GREENSBORO | |||||||
| 330 S GREENE ST 100 | GREENSBORO | NC | 27401 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $70,000 |
| LYDIA HOUSE INC | |||||||
| PO BOX 2722 | ST LOUIS | MO | 63116 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| MENTAL HEALTH ASSOCIATES OF THE TRIAD | |||||||
| PO BOX 56693 | HIGH POINT | NC | 27262 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $322,002 |
| MENTAL HEALTH ASSOCIATES OF THE TRIAD | |||||||
| PO BOX 56693 | HIGH POINT | NC | 27262 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $9,800 |
| NCCJ OF THE PIEDMONT TRIAD | |||||||
| 713 NORTH GREEN ST | GREENSBORO | NC | 27401 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $130,392 |
| PARTNERS ENDING HOMELESSNESS | |||||||
| 1500 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $188,000 |
| PARTNERS ENDING HOMELESSNESS | |||||||
| 1500 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $20,000 |
| PARTNERS ENDING HOMELESSNESS | |||||||
| 1500 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| READY FOR SCHOOL READY FOR LIFE | |||||||
| 1416 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| SECOND HARVEST FOOD BANK OF NORTHWEST NC | |||||||
| 3330 SHOREFAIR DR | WINSTONSALEM | NC | 27105 | NONE | PC | EMERGENCY RELIEF FUNDING, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $60,000 |
| SENIOR RESOURCES OF GUILFORD | |||||||
| 1401 BENJAMIN PKWY | GREENSBORO | NC | 27408 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| SISTER CIRCLE INTERNATIONAL | |||||||
| 234 KETTERING RD | HIGH POINT | NC | 27263 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| UNIVERSITY OF NC AT GREENSBORO | |||||||
| 1400 SPRING GARDEN ST | GREENSBORO | NC | 27412 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $44,964 |
| YWCA HIGH POINT | |||||||
| 112 GATEWOOD AVE | HIGH POINT | NC | 27262 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,097,217 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,383,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,625,267 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,008,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,008,538 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING - BOOKKEEPING | $19,500 | $9,750 | $10,243 |
| ACCOUNTING - AUDIT & TAX | $30,958 | $15,479 | $15,479 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT GRADE FIXED INCOME MUTUAL FUNDS & ETFS | BondNm |
| EOY Book Value | $13,186,219 | EOYBookValueAmt |
| EOYFMV | $13,186,219 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S LARGE CAP STOCKS, MUTUAL FUNDS & ETFS | $30,514,509 | $30,514,509 |
| INTERNATIONAL DEVELOPED STOCKS, MUTUAL FUNDS & ETFS | $5,342,036 | $5,342,036 |
| INTERNATIONAL EMERGING MARKET STOCKS & ETFS | $3,626,245 | $3,626,245 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEDGE FUNDS - PUBLICLY TRADED MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,744,256 | BookValueAmt |
| EOYFMV | $2,744,256 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $41,887 | $29,221 | $12,666 |
| COMPUTER EQUIPMENT | $23,059 | $23,059 | $0 |
| FURNITURE & FIXTURES | $45,338 | $45,338 | $0 |
| MACHINERY & EQUIPMENT | $2,547 | $2,547 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL NET INVESTMENT EXCISE TAX RECEIVABLE | $9,124 | $0 | $0 |
| INTEREST AND DIVIDEND RECEIVABLE | $0 | $122,507 | $122,507 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION IN THE INVESTMENT PORTFOLIO | Desc |
| Amt | $4,552,764 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSE | $3,983 | $0 | $3,983 |
| INFORMATION TECHNOLOGY & TELEPHONE | $30,501 | $0 | $28,516 |
| INSURANCE | $10,411 | $0 | $10,411 |
| ASSOCIATION/ORGANIZATION DUES & MEMBERSHIPS | $18,990 | $0 | $19,615 |
| MISC/OTHER | $4,920 | $0 | $4,860 |
| TRAINING & DEVELOPMENT | $17,930 | $0 | $17,930 |
| COMMUNITY DEVELOPMENT, COMMUNICATIONS & PUBLIC RELATIONS | $40,640 | $0 | $40,640 |
| SPONSORED EVENTS & SPONSORSHIPS | $11,750 | $0 | $11,750 |
| HONORARIUM | $10,000 | $0 | $10,000 |
| BANK SERVICE CHARGES | $949 | $0 | $949 |
| NON-CAPITAL EQUIPMENT | $9,631 | $0 | $9,631 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN DEFERRED TAX | $63,286 |
| PY ADJUSTMENT | $41 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL NET INVESTMENT EXCISE TAX PAYABLE | $88,210 | $24,924 |
| FEDERAL NET INVESTMENT EXCISE TAX PAYABLE | $0 | $22,764 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAN/CONSULTING/MANAGEMENT | $164,573 | $164,573 | $0 |
| PAYROLL & RETIREMENT SERVICES | $1,903 | $0 | $2,223 |
| STRATEGIC PLANNING & GRANT PROGRAM SERVICES | $13,177 | $0 | $13,177 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $22,178 | $2,218 | $19,960 |
| FEDERAL NII EXCISE TAX | $135,929 | $0 | $0 |
Comments