HOPE STAR FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOPE STAR FOUNDATION (EIN 80-6198680)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201813179349100306
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T08:01:59-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PESTA FINNIE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6826 MORRISON BLVD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 806198680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE FOUNDATION | InCareOfNm |
| Business Name Control | WINE | BusinessNameControlTxt |
| Phone | 7042591031 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 EAST 4th STREET suite 408 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY D WINER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7042591032 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENT L STANTON | PreparerPersonNm |
| PTIN | P01716089 | PTIN |
| Phone | 7043641829 | PhoneNum |
| Preparation | 2018-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.172.95.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 56590920183175000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B71D5CBD7D5A912175C835D110B9052290C3D091 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C35DA96C886CC04C1F21AD26E9DE44939322FF30 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $319,736 | 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 | $382,558 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,030 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $259,283 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,030 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,350 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $59 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $501,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,205 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,017 | OtherProfFeesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $8,820 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $8,019 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $22,964 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $41,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,724 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,724 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $372,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $128,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,055 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,057 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,528 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $50,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,655 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,785 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,216 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,940 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $160,303 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,820 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $151,483 | LandEOYAmt |
| Land EOYFMV | $151,483 | LandEOYFMVAmt |
| Total Assets BOY | $111,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $241,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $319,736 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,449 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $19,264 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $17,449 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,264 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $94,107 | RetainedEarningBOYAmt |
| Retained Earning EOY | $222,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $94,107 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $222,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $111,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $241,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $94,107 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $128,510 | ExcessRevenueOverExpensesAmt |
| Subtotal | $222,617 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $222,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML#4062 SEE STATEMENT A | D | $259,283 | $146,259 | $113,024 | $113,024 |
| L/T GAIN FROM K-1 PASSTHROUGH INVESTMENT | P | $4 | $4 | $4 | |
| S/T GAINS FROM K-1 PASSTHOURGH INVESTMENT | P | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,030 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $183,176 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,055 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 4.157894 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,257 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $32,210 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.72701 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $151,458 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,180 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.785256 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,368 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,648 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 3.950341 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,996 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,686 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 4.048743 | DistributionYr5Rt |
| Total Distribution | 22.669244 | TotalDistributionRt |
| Average Distribution | 4.533849 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $265,670 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,204,508 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,141 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,205,649 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $330,724 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,281 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,281 | SubtotalAmt |
| Tax Based On Investment Income | $2,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,557 | TotalPaymentsAndCreditsAmt |
| Overpayment | $276 | OverpaymentAmt |
| Applied To ES Tax | $276 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7042591031 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 EAST 4TH STREET SUITE 408 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRADLEY D WINER | ||||||||
| 5411 MIRABELL ROAD | CHARLOTTE | NC | 28226 | TRUSTEE | 5.0 | $0 | $0 | $0 |
| ELIZABETH H STAR-WINER | ||||||||
| 5411 MIRABELL ROAD | CHARLOTTE | NC | 28226 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | . | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $100,033 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,200 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $151,483 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $269,716 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $269,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,046 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $265,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,281 | TotalTaxAmt |
| Distributable Before Adj | $11,003 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,003 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,003 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $330,724 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $330,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,003 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $102,730 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $96,154 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $150,167 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $150,660 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $183,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $682,896 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $330,724 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $319,721 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,002,617 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $102,730 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $899,887 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $96,154 | ExcessFromYear4Amt |
| Excess From Year3 | $150,167 | ExcessFromYear3Amt |
| Excess From Year2 | $150,660 | ExcessFromYear2Amt |
| Excess From Year1 | $183,185 | ExcessFromYear1Amt |
| Excess From Current Year | $319,721 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRADLEY D WINER | ContributingManagerNm |
| Contributing Manager | ELIZABETH H STAR-WINER | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Bradley D Winer Elizabeth H | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5411 Mirabell Road | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7043330568 | RecipientPhoneNum |
| Form And Info And Materials | letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Please see attachment | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 00000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Please see attachment. | GrantOrContributionPurposeTxt |
| Amt | $330,724 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,724 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,116 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,090 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $114,206 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,206 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Bradley D Winer Elizabeth H Star- | |||||||
| 1 | 5411 Mirabell Road | Charlotte | NC | 28226 | $368,558 | Yes (X) | Yes (X) |
| BARBARA WINER | |||||||
| 2 | 75 EDGELAWN AVE APT 3 | NORTH ANDOVER | MA | 01845 | $14,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,920 SHARES OF ISHARES RUSSELL 3000 | NoncashPropertyDesc |
| Fair Market Value | $259,283 | FairMarketValueAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| BUILD. IMPROV. | 2017-04-01 | $49,346 | M39 | 39 | $898 |
| FF&E | 2017-04-01 | $110,957 | M7D | 7 | $7,922 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 15 SHARES BANK OF AMERICA CORP | StockNm |
| EOY Book Value | $4,655 | EOYBookValueAmt |
| EOYFMV | $19,785 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 1000 SHARES OF MAGELLAN MIDSTR | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $8,216 | BookValueAmt |
| EOYFMV | $70,940 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILD. IMPROV. | $49,346 | $898 | $48,448 |
| FF&E | $110,957 | $7,922 | $103,035 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $150 | $150 |
| MISCELLANEOUS EXPENSES | $9,266 | |
| OFFICE EXPENSES | $8,194 | |
| MEALS & ENTERTAINMENT | $5,354 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY INCOME FROM PASS THROUGHS | -$4,169 | |
| SALES & USE TAX REFUNDS | $8,460 | |
| 1213 Gains from form 4797 | $59 | $59 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPAY NEUTER CHARLOTTE 501(C)(3) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $50,000 | LoanOriginalAmt |
| Balance Due | $50,000 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,017 | Amt |
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