BETA

CARSON FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
CARSON FOUNDATION (EIN 46-3674377)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201813199349102581
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-15T12:25:26-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560747981PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DIXON HUGHES GOODMAN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 N MAIN STREET SUITE 2300AddressLine1Txt
CityWINSTONSALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463674377EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CARSON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCARSBusinessNameControlTxt
Phone7042452391PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1232AddressLine1Txt
CitySTATESVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28687ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN D CARSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7042452391PhoneNum
Signature2018-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID VOGLERPreparerPersonNm
PTINP00187735PTIN
Phone3367148100PhoneNum
Preparation2018-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.16.191.121IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-07IPDt
IP Tm11:36:11IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id132EF2C2AF0077D988044462D2C43D2564C5C6DCAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,500,903FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$44,019DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,019DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$133,254NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,087,005GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$133,254CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,108OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$58OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$183,381TotalRevAndExpnssAmt
Total Net Invst Incm$177,215TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,230AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,227TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,227TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$61OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$61OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,518TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,288TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$108,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$108,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$114,518TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,288TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$108,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$68,863ExcessRevenueOverExpensesAmt
Net Investment Income$175,927NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$125,997CashBOYAmt
Cash EOY$17,059CashEOYAmt
Cash EOYFMV$17,059CashEOYFMVAmt
Corporate Stock BOY$752,781CorporateStockBOYAmt
Corporate Stock EOY$728,197CorporateStockEOYAmt
Corporate Stock EOYFMV$801,082CorporateStockEOYFMVAmt
Corporate Bonds BOY$139,250CorporateBondsBOYAmt
Corporate Bonds EOY$346,112CorporateBondsEOYAmt
Corporate Bonds EOYFMV$343,786CorporateBondsEOYFMVAmt
Other Investments BOY$1,260,018OtherInvestmentsBOYAmt
Other Investments EOY$1,260,792OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,338,976OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,278,046TotalAssetsBOYAmt
Total Assets EOY$2,352,160TotalAssetsEOYAmt
Total Assets EOYFMV$2,500,903TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,226OtherLiabilitiesBOYAmt
Other Liabilities EOY$7,456OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,226TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,456TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,275,820UnrestrictedBOYAmt
Unrestricted EOY$2,344,704UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,275,820TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,344,704TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,278,046TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,352,160TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,275,820TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$68,863ExcessRevenueOverExpensesAmt
Other Increases$21OtherIncreasesAmt
Subtotal$2,344,704SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,344,704TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB & CO., INC. - PUBLICLY TRADED SECURITIESP2017-12-31$43,436$39,576$3,860$3,860
CHARLES SCHWAB & CO., INC. - PUBLICLY TRADED SECURITIESP2017-12-31$1,040,701$912,615$128,086$128,086
CHARLES SCHWAB & CO., INC. - PUBLICLY TRADED SECURITIESP2017-01-23$1,560-$1,560-$1,560
CAPITAL GAINS DIVIDENDSP$2,868$2,868$2,868
FieldValueIRS element (for citing)
Capital Gain Net Income$133,254CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$135,647AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,343,387NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057885DistributionYr1Rt
Adjusted Qlfy Distri Yr2$85,488AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,515,492NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.033985DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,270AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,479,705NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.003335DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$531,751NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.095205TotalDistributionRt
Average Distribution0.023801AverageDistributionRt
Net Vl Noncharitable Assets$2,437,358NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$58,012AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,759NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$59,771AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$108,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,759InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,759SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,759TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,214EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,214TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,455OverpaymentAmt
Applied To ES Tax$7,455AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVEN D CARSONIndividualWithBooksNm
Phone7042452391PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1140 NORTH CENTER ST STE 111AddressLine1Txt
CitySTATESVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28677ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN D CARSON
120 DOCKSIDE DRIVESALISBURYNC28146PRESIDENT1.00$0$0$0
TERESA C WYCHE
440 PRICE ROADMORAVIAN FALLSNC28654VICE PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,365,693AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$108,782AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,474,475TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,474,475AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,117CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,437,358NetVlNoncharitableAssetsAmt
Minimum Investment Return$121,868MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$121,868MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,759TaxBasedOnInvestmentIncomeAmt
Total Tax$1,759TotalTaxAmt
Distributable Before Adj$120,109DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$120,109DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$120,109DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$108,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$108,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,759PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$106,241AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$120,109DistributableAsAdjustedAmt
Undistributed Income PY$105,873UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$108,000QualifyingDistributionsAmt
Applied To Year1$105,873AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,127AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$117,982UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
12 NOTE MAP
138 PLAZA DRIVE PLACEWILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$4,250
ALEXANDER COUNTY SCHOOLS
700 LILEDOUN ROADTAYLORSVILLENC28681NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
CATHERINE H BARBER MEMORIAL HOMELESS SHELTER
86 SPARTA ROADNORTH WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
CENTRAL WILKES MIDDLE SCHOOL
3541 NC-16MORAVIAN FALLSNC28654NONEPUBLIC CHARITYGENERAL SUPPORT$20,000
CHILDRENS HOPE ALLIANCE
PO BOX 1072BARIUM SPRINGSNC28010NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
HAND-IN-HAND MINISTRIES
518 N 26TH STREETLOUISVILLEKY40212NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
MORAVIAN FALLS ELEMENTARY SCHOOL
2001 MORAVIAN FALLS RDMORAVIAN FALLSNC28654NONEPUBLIC CHARITYGENERAL SUPPORT$23,000
NORTH CAROLINA COMMUNITY FOUNDATION
4601 SIX FORKS ROAD STE 524RALEIGHNC27609NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
SAMARITAN KITCHEN OF WILKES INC
PO BOX 1072WILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$5,250
SMOOT PARK POOL ASSOCIATION
906 MAIN STREETN WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
WILKES ADAP PROGRAM INC
902 BOSTON AVEN WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
WILKES ART GALLERY
913 C STREETNORTH WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$3,500
WILKES CENTRAL HIGH SCHOOL
1179 MORAVIAN FALLS ROADWILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$14,000
WILKES CIRCLES OF CARE
1105 HINSHAW STN WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$2,000
WILKES COMMUNITY FOUNDATION
PO BOX 1462NORTH WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
WILKES COUNTY 4-H
416 EXECUTIVE DRIVEWILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
WILKES HABITAT FOR HUMANITY
320 COTHREN STREETWILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
WILKES MINISTRY OF HOPE
514 ELKIN HIGHWAYNORTH WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$2,500
WILKESBORO PARKS & RECREATION
1803 INDUSTRIAL DRIVEWILKESBORONC28697NONEPUBLIC CHARITYGENERAL SUPPORT$1,000
YADKIN RIVER GREENWAY
PO BOX 191NORTH WILKESBORONC28659NONEPUBLIC CHARITYGENERAL SUPPORT$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$108,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,019ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,108ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$133,254ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$183,381ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$183,381TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberN/ALineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,230Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BOND FUNDSBondNm
EOY Book Value$346,112EOYBookValueAmt
EOYFMV$343,786EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$728,197EOYBookValueAmt
EOYFMV$801,082EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITY FUNDSAT COST$527,591$558,220
OTHER INVESTMENTSAT COST$733,201$780,756

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT MANAGEMENT FEEDesc
Revenue And Expenses Per Books$61RevenueAndExpensesPerBooksAmt
Net Investment Income$61NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM K-1 - KKR & CO. LP$1,876$4,495$1,876
SCHWAB - NONDIVIDEND RETURN OF CAPITAL$2,883$0$2,883
FROM K-1 - ENTERPRISE PRODUCTS PARTNERS, LP$1,349-$4,553$1,349

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHER ADJUSTMENTSDesc
Amt$21Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCARSON FAMILY OFFICE PAYABLEDesc
BOY Book Value$2,226BOYBookValueAmt
EOY Book Value$7,456EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,227$1,227$0
NII EXCISE TAX$0$0$0

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