THE SINK AND MICKEY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE SINK AND MICKEY FAMILY FOUNDATION (EIN 82-2155357)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-13
- IRS object ID
- 202512869349100031
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-13T16:31:40-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560571159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19608 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274199608 | 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 | 822155357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SINK AND MICKEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | F/K/A THE MICKEY TRUCK BODIES FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SINK | BusinessNameControlTxt |
| Phone | 3368826806 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2024 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H DEAN SINK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3368826806 | PhoneNum |
| Signature | 2025-10-01 | 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 | TIMOTHY C HOOKS | PreparerPersonNm |
| PTIN | P00790329 | PTIN |
| Phone | 3362944494 | PhoneNum |
| Preparation | 2025-10-01 | 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,133,990 | 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 | $166,159 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $49,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,041 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $555,003 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,105 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $253,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,146 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,276 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,276 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,602 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,602 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,222 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,222 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,042 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,042 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,142 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,163 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,046 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $295,911 | CashBOYAmt |
| Cash EOY | $57,735 | CashEOYAmt |
| Cash EOYFMV | $57,735 | CashEOYFMVAmt |
| Other Investments BOY | $1,583,924 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,810,233 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,076,255 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,879,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,867,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,133,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,879,835 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,867,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,879,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,879,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,867,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,879,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,163 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,946,998 | SubtotalAmt |
| Other Decreases | $79,030 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,867,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| DEFENDER CAPITAL PARTNERS | $34,307 | $34,307 | $34,307 | |
| DEFENDER CAPITAL PARTNERS | $8,430 | $8,430 | $8,430 | |
| DEFENDER CAPITAL PARTNERS | -$1,849 | -$1,849 | $1,849 | |
| DEFENDER CAPITAL PARTNERS | -$2,773 | -$2,773 | $2,773 | |
| DEFENDER CAPITAL PARTNERS | $113 | $113 | $113 | |
| CAPITAL GAIN | $275,325 | -$791 | -$791 | $276,116 |
| CAPITAL GAIN | $236,809 | $649 | $649 | $236,160 |
| CAPITAL GAIN DISTRIBUTION | $19 | $19 | $19 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,105 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $737 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $737 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $737 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,376 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,376 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $639 | OverpaymentAmt |
| Applied To ES Tax | $639 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3368826806 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2024 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| H DEAN SINK | ||||||||
| PO BOX 2024 | HIGH POINT | NC | 27261 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CARL F MICKEY JR | ||||||||
| 6641 MENDENHALL ROAD | ARCHDALE | NC | 27263 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MATTHEW D SINK | ||||||||
| PO BOX 2024 | HIGH POINT | NC | 27261 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,888,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,947,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,947,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,918,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $737 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $737 | TotalTaxAmt |
| Distributable Before Adj | $95,184 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $95,184 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $95,184 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,042 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,042 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,184 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,355 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,938 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,952 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,027 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,423 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $264,695 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,042 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,184 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,858 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $320,553 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $62,355 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $258,198 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,938 | ExcessFromYear4Amt |
| Excess From Year3 | $61,952 | ExcessFromYear3Amt |
| Excess From Year2 | $29,027 | ExcessFromYear2Amt |
| Excess From Year1 | $44,423 | ExcessFromYear1Amt |
| Excess From Current Year | $55,858 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H DEAN SINK | ContributingManagerNm |
| Contributing Manager | CARL F MICKEY JR | ContributingManagerNm |
| Contributing Manager | MATTHEW D SINK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA | ||||||||
| WAKE FOREST BAPTIST MEDICAL CENTER | MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27199 | N/A | PC | TO SUPPORT DISCOVERY AND SHARING THE BEST WAYS TO PREVENT AND TREAT SEVERE INJURIES IN CHILDREN. | $1,000 |
| COMMUNITY CLINIC OF HIGH POINT | ||||||||
| PO BOX 5607 | HIGH POINT | NC | 27261 | N/A | PC | TO SUPPORT PROVIDING QUALITY ACUTE CARE AND CHRONIC DISEASE MANAGEMENT FOR ELIGIBLE ADULTS, AGED 18-64, WHO RESIDE IN ARCHDALE, HIGH POINT, JAMESTOWN, AND TRINITY AND DO NOT QUALIFY FOR ANY FORM OF GOVERNMENT OR PRIVATE INSURANCE. | $1,000 | |
| GO FAR | ||||||||
| PO BOX 6041 | HIGH POINT | NC | 27262 | N/A | NC | PROGRAM SUPPORT TO COMBAT CHILDHOOD OBESITY AND PROVIDE A COMPREHENSIVE FITNESS PROGRAM TO CHILDREN OF ALL ABILITIES. | $5,000 | |
| HORSEPOWER THERAPEUTIC LEARNING CENTER | ||||||||
| 4537 WALPOLE RD | HIGH POINT | NC | 27265 | N/A | PC | TO SUPPORT THERAPEUTIC RIDING PROGRAMS FOR THOSE WITH PHYSICAL, SOCIAL, PHYSIOLOGICAL AND INTELLECTUAL DISABILITIES. | $10,000 | |
| HOSPICE OF THE PIEDMONT | ||||||||
| 1801 WESTCHESTER DRIVE | HIGH POINT | NC | 27262 | N/A | PC | EMPOWERING AND ENRICHING THE LIVES OF INDIVIDUALS AND FAMILIES IN THE COMMUNITY. | $2,000 | |
| JDRF | ||||||||
| 216 W MARKET STREET STE B | GREENSBORO | NC | 27401 | N/A | PC | TO ACCELERATE BREAKTHROUGHS TO CURE, PREVENT AND TREAT TYPE I DIABETES. | $2,100 | |
| OPEN DOOR MINISTRIES | ||||||||
| 400 N CENTENNIAL STREET | HIGH POINT | NC | 27262 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| PROSPECT UNITED METHODIST CHURCH | ||||||||
| 5553 PROSPECT STREET | HIGH POINT | NC | 27263 | N/A | NC | PROGRAM SUPPORT | $1,000 | |
| ROC SOLID FOUNDATION | ||||||||
| 5164 WEST MILITARY HIGHWAY STE 100 | CHESAPEAKE | VA | 23321 | N/A | NC | PROGRAM SUPPORT TO FUND RESEARCH INTO CANCER AND ASSIST CHILDREN DIAGNOSED WITH CANCER. | $25,000 | |
| UNITED WAY OF GREATER HIGH POINT | ||||||||
| PO BOX 90026 | CHARLOTTE | NC | 28290 | N/A | PC | DEVELOP COMMUNITY RESOURCES AND PARTNERSHIP THAT SUPPORT A BROAD ARRAY OF CRITICAL HEALTH AND HUMAN SERVICE NEEDS IN THE COMMUNITY. | $52,292 | |
| YMCA OF HIGH POINT | ||||||||
| PO BOX 6258 | HIGH POINT | NC | 27262 | N/A | PC | TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL. | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | HURRICANE HELENE NORTH CAROLINA SUPPORT | $10,000 | |
| HIGH POINT REGIONAL HEALTH FOUNDATION | ||||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | N/A | PC | FAMILY FIRST CAMPAIGN, WHICH WILL ASSIST IN THE MODERNIZATION AND RENOVATION OF THE ESTHER R. CULP WOMEN'S CENTER | $10,000 | |
| BOYS AND GIRLS CLUBS OF GREATER HP | ||||||||
| PO BOX 2834 | HIGH POINT | NC | 27261 | N/A | NC | PROGRAM SUPPORT | $20,650 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,042 | 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 | $49,041 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $87,146 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,146 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CARL F MICKEY JR | ||||||
| 1 | 6641 MENDENHALL ROAD | ARCHDALE | NC | 27263 | $100,362 | Yes (X) |
| MATTHEW D SINK | ||||||
| 2 | PO BOX 2024 | HIGH POINT | NC | 27261 | $25,335 | Yes (X) |
| H DEAN SINK | ||||||
| 3 | PO BOX 2024 | HIGH POINT | NC | 27261 | $40,462 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (51 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6 SHS CHECK POINT SOFTWARE TECH LTD | $1,133 | 2024-12-24 |
| 1 | 6 SHS ALPHABET INC CAP STK CL C | $1,179 | 2024-12-24 |
| 1 | 13 SHS AMAZON.COM INC | $2,959 | 2024-12-24 |
| 1 | 9 SHS BERKSHIRE HATHAWAY CLASS B | $4,109 | 2024-12-24 |
| 1 | 34 SHS AUTOMATIC DATA PROC INC COM | $10,032 | 2024-12-24 |
| 1 | 117 SHS BROWN & BROWN INC | $12,059 | 2024-12-24 |
| 1 | 78 SHS CBOE GLOBAL MARKETS INC | $15,080 | 2024-12-24 |
| 1 | 13 SHS COSTCO WHOLESALE CORP COM | $12,381 | 2024-12-24 |
| 1 | 18 SHS DUKE ENERGY CORP NEW | $1,954 | 2024-12-24 |
| 1 | 18 SHS EXXON MOBIL CORP COM | $1,916 | 2024-12-24 |
| 1 | 30 SHS FACTSET RESEARCH SYSTEMS INC | $14,696 | 2024-12-24 |
| 1 | 9 SHS FISERV INC COM STK USD 0.01 | $1,871 | 2024-12-24 |
| 1 | 7 SHS GENERAL DYNAMICS CORP COM | $1,853 | 2024-12-24 |
| 1 | 17 SHS INVESCO EXCHANGE TRADED FD TR | $3,007 | 2024-12-24 |
| 1 | 8 SHS JP MORGAN CHASE & CO.COM | $1,926 | 2024-12-24 |
| 1 | 4 SHS MASTERCARD INCORPORATED CL A | $2,127 | 2024-12-24 |
| 1 | 5 SHS MICROSOFT CORP | $2,185 | 2024-12-24 |
| 1 | 16 SHS PHILIP MORRIS INTL INC COM | $1,973 | 2024-12-24 |
| 1 | 6 SHS SALESFORCE INC COM | $2,057 | 2024-12-24 |
| 1 | 27 SHS SCHWAB CHARLES CORP | $2,011 | 2024-12-24 |
| 1 | 14 SHS TAIWAN SEMICONDUCTOR MANUF | $2,882 | 2024-12-24 |
| 1 | 17 SHS UNILEVER PLC SPON ADR NEW | $972 | 2024-12-24 |
| 2 | 9 SHS AMAZON INC | $2,049 | 2024-12-26 |
| 2 | 9 SHS EXXON MOBIL CORP COM | $958 | 2024-12-26 |
| 2 | 5 SHS FISERV INC COM STK USD 0.01 | $1,047 | 2024-12-26 |
| 2 | 4 SHS GENERAL DYNAMICS CORP COM | $1,067 | 2024-12-26 |
| 2 | 37 SHS ISHARES US TECHNOLOGY ETF | $6,109 | 2024-12-26 |
| 2 | 77 SHS ISHARES US FINANCIAL SERVICES ETF | $6,077 | 2024-12-26 |
| 2 | 4 SHS JP MORGAN CHASE&CO.COM | $968 | 2024-12-26 |
| 2 | 2 SHS MASTERCARD INCORPORATED CL A | $1,071 | 2024-12-26 |
| 2 | 2 SHS MICROSOFT CORP | $878 | 2024-12-26 |
| 2 | 8 SHS PHILIP MORRIS INTK INC COM | $974 | 2024-12-26 |
| 2 | 9 SHS RTX CORPORATION | $1,053 | 2024-12-26 |
| 2 | 3 SHS SALESFORCE INC COM | $1,029 | 2024-12-26 |
| 2 | 10 SHS TAIWAN SEMICONDUCTOR MANUF | $2,055 | 2024-12-26 |
| 3 | 5 SHS CHECK POINT SOFTWARE TECH LTD | $945 | 2024-12-24 |
| 3 | 10 SHS ALPHABET INC CAP STK CL C | $1,964 | 2024-12-24 |
| 3 | 9 SHS AMAZON.COM INC | $2,049 | 2024-12-24 |
| 3 | 7 SHS BERKSHIRE HATHAWAY CLASS B | $3,196 | 2024-12-24 |
| 3 | 19 SHS EXXON MOBIL CORP COM | $2,023 | 2024-12-24 |
| 3 | 10 SHS FISERV INC COM STK USD 0.01 | $2,079 | 2024-12-24 |
| 3 | 4 SHS GENERAL DYNAMICS CORP COM | $1,059 | 2024-12-24 |
| 3 | 55 SHS IMPINJ INC COM | $8,084 | 2024-12-24 |
| 3 | 8 SHS JP MORGAN CHASE&CO.COM | $1,926 | 2024-12-24 |
| 3 | 4 SHS MASTERCARD INCORPORATED CL A | $2,127 | 2024-12-24 |
| 3 | 7 SHS MICROSOFT CORP | $3,058 | 2024-12-24 |
| 3 | 16 SHS PHILIP MORRIS INTK INC COM | $1,973 | 2024-12-24 |
| 3 | 9 SHS SALESFORCE INC COM | $3,086 | 2024-12-24 |
| 3 | 27 SHS SCHWAB CHARLES CORP | $2,011 | 2024-12-24 |
| 3 | 14 SHS TAIWAN SEMICONDUCTOR MANUF | $2,882 | 2024-12-24 |
| 3 | 35 SHS UNILEVER PLC SPON ADR NEW | $2,000 | 2024-12-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (59 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EATON CORPORATION PLC | AT COST | $11,353 | $18,917 |
| MEDTRONIC PLC | AT COST | $14,762 | $14,378 |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD | AT COST | $1,521 | $2,054 |
| NXP SEMICONDUCTORS NV | AT COST | $20,661 | $20,369 |
| ALPHABET INC CAP STK CL C | AT COST | $1,758 | $3,047 |
| AMAZON.COM INC | AT COST | $26,825 | $50,679 |
| AMERICAN TOWER CORP NEW COM | AT COST | $20,221 | $18,891 |
| AMGEN INC | AT COST | $17,016 | $14,856 |
| APPLE INC | AT COST | $13,739 | $37,563 |
| AUTOMATIC DATA PROCESSING INC COM | AT COST | $5,517 | $9,953 |
| AVERY DENNISON CORP COM | AT COST | $17,714 | $17,777 |
| BALL CORP COM NPV | AT COST | $17,881 | $17,531 |
| BERKSHIRE HATHAWAY INC COM | AT COST | $20,813 | $30,823 |
| BROADCOM INC COM | AT COST | $10,742 | $45,209 |
| BROWN & BROWN INC | AT COST | $5,067 | $11,936 |
| CBOE GLOBAL MARKETS INC | AT COST | $7,247 | $15,241 |
| COMCAST CORP | AT COST | $14,572 | $13,661 |
| CONSTELLATION ENERGY CORP COM | AT COST | $7,967 | $6,711 |
| COSTCO WHOLESALE CORP COM | AT COST | $4,584 | $11,912 |
| DIAMONDBACK ENERGY INC COM | AT COST | $16,822 | $19,660 |
| DUKE ENERGY CORP NEW COM NEW | AT COST | $1,275 | $1,939 |
| EMERSON ELECTRIC CO | AT COST | $18,398 | $20,944 |
| EXXON MOBIL CORP COM | AT COST | $2,782 | $4,948 |
| FACTSET RESEARCH SYSTEMS INC | AT COST | $9,430 | $14,408 |
| FISERV INC COM STK USD0.01 | AT COST | $2,316 | $4,930 |
| GENERAL DYNAMICS CORP COM | AT COST | $2,978 | $3,952 |
| IMPINJ INC COM | AT COST | $3,087 | $7,989 |
| JP MORGAN CHASE & CO. | AT COST | $16,219 | $40,511 |
| KINDER MORGAN INC COM USD0.01 | AT COST | $20,711 | $27,701 |
| MASTERCARD INCORPORATED CL A | AT COST | $3,323 | $5,266 |
| MERCK & CO. INC COM | AT COST | $21,682 | $23,776 |
| MICROSOFT CORP | AT COST | $34,680 | $52,266 |
| NVIDIA CORPORATION COM | AT COST | $18,859 | $20,681 |
| PNC FINANCIAL SERVICES GROUP COM | AT COST | $19,503 | $24,492 |
| PEPSICO INC | AT COST | $16,083 | $15,206 |
| PHILIP MORRIS INTERNATIONAL INC | AT COST | $3,825 | $4,814 |
| PULTE GROUP INC COM USD0.01 | AT COST | $19,195 | $15,573 |
| RTX CORPORATION COM USD1.00 | AT COST | $725 | $1,041 |
| SALESFORCE INC COM | AT COST | $3,076 | $6,018 |
| SCHWAB CHARLES CORP COM | AT COST | $22,685 | $25,681 |
| TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS | AT COST | $12,987 | $28,834 |
| UBER TECHNOLOGIES INC COM | AT COST | $25,494 | $23,464 |
| UNILEVER PLC SPON ADR NEW | AT COST | $2,594 | $2,948 |
| VISA INC | AT COST | $18,778 | $27,812 |
| WALMART INC COM | AT COST | $19,160 | $36,050 |
| FEDERATED HERMES TTL RETURN BOND | AT COST | $87,052 | $86,494 |
| LOCORR HEDGED CORE FUND CLASS I | AT COST | $100,000 | $98,845 |
| LOCORR MACRO STRATEGIES FD CL I | AT COST | $114,753 | $108,385 |
| PIONEER SHORT TERM INCOME FD CL Y | AT COST | $46,036 | $46,297 |
| FIRST TR EXCHANGE-TRADED FD VI SMD RISING ETF | AT COST | $30,823 | $38,467 |
| INVESCO EXCHANGE TRADED FD TR S&P 500 | AT COST | $1,534 | $2,979 |
| ISHARES TR 10-20 YR TRS ETF | AT COST | $36,495 | $33,246 |
| ISHARES TR 3 7 YR TREAS BD | AT COST | $35,675 | $34,896 |
| ISHARES TRUST CORE MSCI EAFE ETF | AT COST | $24,025 | $25,160 |
| ISHARES US FINANCIAL SERVICES | AT COST | $2,923 | $5,991 |
| ISHARES US TECHNOLOGY ETF | AT COST | $1,782 | $5,902 |
| JANUS DETROIT STR TR HENDRSON AAA CL | AT COST | $34,654 | $34,736 |
| DEFENDER CAPITAL PARTNERS | AT COST | $717,850 | $732,442 |
| ROUNDING | AT COST | $4 | $3 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,276 | LegalFeesAmt |
| Net Investment Income | $1,276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND COST BASIS OF GIFTS TRANSFERRED | Desc |
| Amt | $79,030 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $8,066 | $8,066 | $0 |
| FOREIGN TAX PAID | $197 | $197 | $0 |
| BANK FEES | $87 | $87 | $0 |
| K-1 PORTFOLIO DEDUCTIONS | $19,872 | $19,872 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAID | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments