JAMES R & BONNIE L BRASWELL TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JAMES R & BONNIE L BRASWELL TR (EIN 73-6339730)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-22
IRS object ID
201801739349100305
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-06-22T11:46:02-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561434747PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREERWALKER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1227 WEST TRADE ST SUITE 1100AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN736339730EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES R AND BRONNIE L BRASWELL TRUSTBusinessNameLine1Txt
Business Name Line2GEORGE C BOWER JR TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone7046945515PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 EAST WADE STREETAddressLine1Txt
CityWADESBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE C BOWER JRPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7046945515PhoneNum
Signature2018-06-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES N REICHARDPreparerPersonNm
PTINP00051458PTIN
Phone7043770239PhoneNum
Preparation2018-06-19PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$35,802,963FMVAssetsEOYAmt
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$526,877DividendsRevAndExpnssAmt
Dividends Net Invst Incm$526,877DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,128,871NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,150,078GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,128,871CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,655,748TotalRevAndExpnssAmt
Total Net Invst Incm$1,655,748TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$14,703CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,941CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$11,762CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$196,573OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$196,574OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,031TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,031TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$225,357TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$207,546TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,812TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,583,384ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,583,384ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,808,741TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$207,546TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,601,196TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$152,993ExcessRevenueOverExpensesAmt
Net Investment Income$1,448,202NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$56,788CashBOYAmt
Cash EOY$22,644CashEOYAmt
Cash EOYFMV$22,644CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,586,441SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,009,848SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,009,848SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$27,120,328OtherInvestmentsBOYAmt
Other Investments EOY$24,578,072OtherInvestmentsEOYAmt
Other Investments EOYFMV$29,770,471OtherInvestmentsEOYFMVAmt
Total Assets BOY$30,763,557TotalAssetsBOYAmt
Total Assets EOY$30,610,564TotalAssetsEOYAmt
Total Assets EOYFMV$35,802,963TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$30,763,557CapitalStockBOYAmt
Capital Stock EOY$30,610,564CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$30,763,557TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$30,610,564TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$30,763,557TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$30,610,564TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$30,763,557TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$152,993ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$30,610,564SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$30,610,564TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWABP$2,823,621$2,819,207$4,414$4,414
CHARLES SCHWABP$99,985$100,000-$15-$15
CHARLES SCHWABP$1,102,000$1,102,000$0$0
CAPITAL GAINS DIVIDENDSP$1,124,472$1,124,472$1,124,472
FieldValueIRS element (for citing)
Capital Gain Net Income$1,128,871CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,729,386AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$32,913,498NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052543DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,060,623AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$34,397,178NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.030835DistributionYr2Rt
Adjusted Qlfy Distri Yr3$807,900AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$34,057,498NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.023722DistributionYr3Rt
Adjusted Qlfy Distri Yr4$800,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$27,305,783NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.029316DistributionYr4Rt
Adjusted Qlfy Distri Yr5$795,712AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$13,372,632NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059503DistributionYr5Rt
Total Distribution0.195919TotalDistributionRt
Average Distribution0.039184AverageDistributionRt
Net Vl Noncharitable Assets$34,374,549NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,346,932AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$14,482NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,361,414AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,601,196QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$14,482InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,482SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,482TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$15,859EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$15,859TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,377OverpaymentAmt
Applied To ES Tax$1,377AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
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 AddressNONEWebsiteAddressTxt
Individual With BooksGEORGE L BOWER JRIndividualWithBooksNm
Phone7046945515PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 EAST WADE STREETAddressLine1Txt
CityWADESBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28170ZIPCd
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

FieldValueIRS element (for citing)
PersonGEORGE L BOWER JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 WADE STREETAddressLine1Txt
CityWADESBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28170ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$14,703CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREERWALKER WEALTH MANAGEMENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1227 W TRADE STREET STE 1100AddressLine1Txt
CityCHARLOTTECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28202ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$188,525CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$30,611,125AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,286,894AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,898,019TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,898,019AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$523,470CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,374,549NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,718,727MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,718,727MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,482TaxBasedOnInvestmentIncomeAmt
Total Tax$14,482TotalTaxAmt
Distributable Before Adj$1,704,245DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,704,245DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,704,245DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,601,196ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,601,196QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$14,482PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,586,714AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,704,245DistributableAsAdjustedAmt
Undistributed Income PY$1,560,836UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,601,196QualifyingDistributionsAmt
Applied To Year1$1,560,836AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,360AppliedToCurrentYearAmt
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$1,663,885UndistributedIncomeCYAmt
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 (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WINGATE UNITED METHODIST CHURCH
111 RUNVILLE RDWINGATENC28174PCSUPPORT CHARITABLE ACTIVITIES OF CHURCH$20,000
UNION COUNTY HABITAT FOR HUMANITY
104 S HAYNES STMONROENC28112PCHOUSING FOR DISADVANTAGED$135,000
AMERICAN RED CROSS-UNION COUNTY CHAPTER
608 E FRANKLIN STREETMONROENC28112PCCRISIS MINISTRY$50,000
LOVE'S GROVE METHODIST CHURCH
4360 POLK FORD ROADSTANFIELDNC28163PCRELIGIOUS MISSIONS$20,000
WINGATE UNIVERSITY
PO BOX 159WINGATENC28174PCANNUAL FUND$300,000
HEALTHQUEST OF UNION COUNTY
412 EAST FRANKLIN STREETMONROENC28105PCMEDICAL ASSISTANCE FOR DISADVANTAGED$50,000
HOSPICE OF UNION COUNTY
700 W ROOSEVELT BOULEVARDMONROENC28110PCMEDICAL SERVICES FOR THE TERMINALLY ILLCARE OF TERMINALLY ILL$13,000
TURNING POINT
1501 CHARLOTTE AVEMONROENC28105PCSHELTER FOR BATTERED WOMEN$45,000
UNION COUNTY CRISIS ASSISTANCE
116 E FRANKLIN STMONROENC28110PCEMERGENCY COUNCELING$50,000
THE CHILDREN'S HOME
1001 REYNOLDA ROADWINSTON SALEMNC271043200PCSOCIAL SERVICES TO FAMILIES$20,000
ANSON CRISIS MINISTRY
117 N RUTHERFOD STWADESBORONC28170PCEMERGENCY FOOD ASSISTANCE$10,000
WYCLIFFE BIBLE TRANSLATIONS
PO BOX 628200ORLANDOFL32832PCRELIGIOUS MISSIONS$20,000
COUNCIL ON AGING UNION COUNTY
1300 BAXTER STREET SUITE 450CHARLOTTENC28204PCSERVICES FOR OLDER ADULTS IN UNION COUNTY$25,000
UNION SYMPHONY SOCIETY
PO BOX 3044MONROENC28111PCPERFORMING MUSCIAL ARTS$35,000
KATAWBA VALLEY LAND TRUST
106 EAST MEETING STEETLANCASTERSC29720PCLAND CONSERVATION$25,000
SOUTH PEIDMONT COMMUNITY COLLEGE
4209 OLD CHARLOTTE NWYMONROENC28110PCANNUAL FUND$250,000
UNION COUNTY COMMUNITY SHELTER
311 EAST JEFFERSON STREETMONROENC281124825PCSHELTER FOR HOMELESS$135,000
COMMUNITY HEALTH SERVICES OF UNION COUNTY
1617 W ROOSEVELT BLVD SUITE MMONROENC28110PCMEDICAL ASSISTANCE FOR DISADVANTAGED$50,000
FEED MY LAMBS INC
500 EAST CASWELL STREETWADESBORONC28170PCEMERGENCY FOOD ASSISTANCE$50,000
BOY SCOUTS OF AMERICA
PO BOX 250ALBEMARLENC28002PCCHILDREN'S SERVICES$12,500
CENTER GROVE METHODIST CHURCH
CABARRUS COUNTYRUTHERFORDNC28690PCRELIGIOUS SERVICES$20,000
SALVATION ARMY
4335 STUART ANDREW BLVD SUITE 120CHARLOTTENC28217PCCOMMUNITY OUTREACH PROGRAMS FOR DRUG ABUSE$32,500
ANSON COUNTY COMMUNITY ECONOMIC SUPPORT SERVICES
114 EAST WADE STWADESBORONC28170PCEDUCATION AND TRAINING FOR DISADVANTAGEDPROGRAM FOR THE FINANCIAL DISADVANTAGE$25,000
WADESBORO FIRE DEPARTMENT
111 N WASHINGTON STWADESBORONC28170PCGIVE FIRE PROTECTIN TO LOCAL COMMUNITY$14,000
WINGATE VOLUNTEER FIRE DEPT INC
204 N MAIN STREETWINGATENC28174PCFIRE DEPARTMENT$25,550
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607PCOUTREACH$25,000
THE ARC OF UNIONCABARRUS
1653-C CAMPUS PARK DRIVEMONROENC28112PCADVOCACY SERVICES$10,000
SAFER COMMUNITIES MINISTRY
PO BOX 556MONROENC28111PCREHABILITATION PROGRAMS FOR INMATES, EX-OFFENDER, ADDICTS, AND THEIR FAMILIES$60,000
CROSSROADS RE-ENTRY MINISTRIES
PO BOX 861HUNTERSVILLENC28070PCREHABILITATION PROGRAMS FOR INMATES$25,000
ANSON COUNTY UNITED WAY
117 SOUTH GREENE STREETWADESBORONC28170PCOUTREACH$5,000
CHRISTMAS BUREAU
500 NORTH MAIN STMONROENC28112PCTO PROVIDE CHILDREN WITH CHRISTMAS GIFTS$3,000
ANSON COUNTY PARTNERSHIP FOR CHILDREN
117 SOUTH GREENE STREETWADESBORONC28170PCOUTREACH FOR CHILDREN$1,000
AMERICARES
88 HAMILTON AVENUESTAMFORDCT06902PCDIASTER REFLIEF$2,500
MARSHVILLE MUSEUM AND CULTURAL CENTER
201 N ELM STREETMARSHVILLENC28103PCEDUCATION AND PRESERVATION OF MARSHVILLE TOWN HISTORY$3,634
WADESBORO ROTARY FOUNDATION
265 HAILEYS FERRY ROADLILESVILLENC28170PCOUTREACH$10,000
DEBORAH ROSS MINISTRIES
PO BOX 2186INDIAN TRAILNC28079PCRELIGIOUS MISSIONS$5,200
LILESVILLE BAPTIST CHURCH
118 CAMDEN STLILESVILLENC28091PCRELIGIOUS MISSIONS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,583,384TotalGrantOrContriPdDurYrAmt
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$526,877ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,128,871ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,655,748ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,655,748TotalIncomeProducingActyAmt

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$6,050Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,050DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB INVESTMENT ACCOUNTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$24,578,072BookValueAmt
EOYFMV$29,770,471EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$196,558$196,559$0
BANKING & OTHER FEES$15$15$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$8,031Amt
Net Investment Income$8,031NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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