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RAFTELIS FOUNDATION GEORGE RAFTELIS: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
RAFTELIS FOUNDATION GEORGE RAFTELIS (EIN 56-2105040)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-11
IRS object ID
201811319349100601
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)
Return2018-05-11T05:20:46-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474795643PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Cathlean W Utzig CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11951 Sterling RdAddressLine1Txt
CityCharlotteCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562105040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RAFTELIS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAFTBusinessNameControlTxt
Phone7048940540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117533 PARADISE COVE COURTAddressLine1Txt
CityCORNELIUSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28031ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE RAFTELISPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCathlean W UtzigPreparerPersonNm
PTINP01300918PTIN
Phone7049071420PhoneNum
Self EmployedYes (X)SelfEmployedInd
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$365,509FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$30,068ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$7,187DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,187DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,385NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$33,970GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,385CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$53,640TotalRevAndExpnssAmt
Total Net Invst Incm$23,572TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,775OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,775OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$430TaxesRevAndExpnssAmt
Taxes Net Invst Incm$430TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$258OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$100OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,213TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,055TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,451ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,451ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,664TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,055TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,451TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,976ExcessRevenueOverExpensesAmt
Net Investment Income$20,517NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$19,199CashBOYAmt
Cash EOY$18,123CashEOYAmt
Cash EOYFMV$18,123CashEOYFMVAmt
Corporate Stock BOY$108,482CorporateStockBOYAmt
Corporate Stock EOY$149,447CorporateStockEOYAmt
Corporate Stock EOYFMV$149,447CorporateStockEOYFMVAmt
Other Investments BOY$207,722OtherInvestmentsBOYAmt
Other Investments EOY$197,939OtherInvestmentsEOYAmt
Other Investments EOYFMV$197,939OtherInvestmentsEOYFMVAmt
Total Assets BOY$335,403TotalAssetsBOYAmt
Total Assets EOY$365,509TotalAssetsEOYAmt
Total Assets EOYFMV$365,509TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$335,403UnrestrictedBOYAmt
Unrestricted EOY$365,509UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$335,403TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$365,509TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$335,403TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$365,509TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$335,403TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,976ExcessRevenueOverExpensesAmt
Other Increases$18,130OtherIncreasesAmt
Subtotal$365,509SubtotalAmt
Tot Net Ast Or Fund Balances EOY$365,509TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTIONSP$4,479$4,479$4,479
PERSHING PUBLICLY TRADED SECURITIESP$29,491$11,906$11,906$17,585
FieldValueIRS element (for citing)
Capital Gain Net Income$16,385CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$39,370AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$338,491NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.11631DistributionYr1Rt
Adjusted Qlfy Distri Yr2$65,008AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$383,331NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.16959DistributionYr2Rt
Adjusted Qlfy Distri Yr3$37,765AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$410,562NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.09198DistributionYr3Rt
Adjusted Qlfy Distri Yr4$27,844AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$369,103NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07544DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,333AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$358,179NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.10144DistributionYr5Rt
Total Distribution0.554756TotalDistributionRt
Average Distribution0.110951AverageDistributionRt
Net Vl Noncharitable Assets$325,420NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$36,106AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$205NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,311AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$38,451QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$205InvestmentIncomeExciseTaxAmt
Subtotal$205SubtotalAmt
Tax Based On Investment Income$205TaxBasedOnInvestmentIncomeAmt
Tax Due$205TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GEORGE RAFTELISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7048940540PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117533 PARADISE COVE COURTAddressLine1Txt
CityCORNELIUSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28031ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGEORGE RAFTELISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line117533 PARADISE COVE COURTAddressLine1Txt
CityCORNELIUSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28031ZIPCd
FieldValueIRS element (for citing)
TitlePresidentTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$316,449AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,927AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$330,376TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$330,376AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,956CashDeemedCharitableAmt
Net Vl Noncharitable Assets$325,420NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,271MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,271MinimumInvestmentReturnAmt
Tax Based On Investment Income$205TaxBasedOnInvestmentIncomeAmt
Total Tax$205TotalTaxAmt
Distributable Before Adj$16,066DistributableBeforeAdjAmt
Distributable Before Ded$16,066DistributableBeforeDedAmt
Distributable As Adjusted$16,066DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,451ExpensesAndContributionsAmt
Qualifying Distributions$38,451QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$205PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,246AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,066DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$18,862ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,699ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$18,284ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,443ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,804ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$116,092TotalExcessDistributionCyovAmt
Qualifying Distributions$38,451QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$16,066AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,385RemainingDistriFromCorpusAmt
Total Corpus$138,477TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$18,862ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$119,615ExcessDistriCyovToNextYrAmt
Excess From Year4$9,699ExcessFromYear4Amt
Excess From Year3$18,284ExcessFromYear3Amt
Excess From Year2$46,443ExcessFromYear2Amt
Excess From Year1$22,804ExcessFromYear1Amt
Excess From Current Year$22,385ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WFAE
8801 JM KEYNES DR SUITE 91CHARLOTTENC28262NONEPCPUBLIC RADIO$4,000
BLUMENTHAL PERF ARTS
130 NORTH TRYON STCHARLOTTENC28202NONEPCPERFORMING ARTS$5,050
CHARLOTTE BALLET
701 N TRYON STCHARLOTTENC28202NONEPCPERFORMING ARTS$10
24 HOURS OF BOOTY
801 E MOREHEAD ST STE 308CHARLOTTENC28202NONEPCCANCER RESEARCH$400
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708NONEPCEDUCATION$1,000
E2D
101 MAIN STREETDAVIDSONNC28036NONEPCEDUCATION$1,000
MOTHERING ACROSS CONTINENTS
310 ARLINGTON AVE STE 303CHARLOTTENC28203NONEPCEDUCATION$5,000
THE PINES
400 AVENGER LNDAVIDSONNC28036NONEPCRETIREMENT CENTER$250
CAROLINA RAPTOR CENTER
6000 SAMPLE RDHUNTERSVILLENC28078NONEPCWILDLIFE REHABILITATION$2,000
DAVIDSON COLLEGE PRESBY CHURCH
100 N MAIN STREETDAVIDSONNC28036NONEPCCHURCH$9,710
ECKERD COLLEGE
4200 59TH AVE SOUTHST PETERSBURGFL33711NONEPCEDUCATION$5,000
AMERICAN HEART ASSN
7272 GREENVILLE AVEDALLASTX75231NONEPCHEALTH CARE$50
BROOKGREEN GARDENS
1931 BROOKGREEN GARDENS DRMURRELLS INLETSC29576NONEPCCOMMUNITY GARDEN$275
CANINE COMPANIONS
PO BOX 446SANTA ROSACA95402NONEPCPET SUPPORT SERVICES$505
NETWORK FOR GOOD
1140 CONNECTICUT AVE NWWASHINGTONDC20008NONEPCPUBLIC WELFARE$103
HADDASSAH WOMEN'S ORG
50 W 58TH STREETNEW YORKNY10019NONEPCHEALTH$150
WDAV
PO BOX 8900DAVIDSONNC28035NONEPCPUBLIC BROADCASTING$1,200
CHARLOTTE KIWANIS
3636 WOODVIEW TRACEINDIANAPOLISIN46268NONEPCCHILDREN'S SERVICES$500
MITCHELL FOUNDATION
220 HAWTHORNE LANECHARLOTTENC28207NONEEOFHEALTH$300
PAWLEYS ISLAND BEAUTIFICATION
ATLANTIC AVEPAWLEYS ISLANDSC29585NONEPCENVIRONMENTAL IMPROVEMENTS$500
CHARLOTTE LAB SCHOOL
301 E 9TH STREETCHARLOTTENC28202NONEPCEDUCATION$1,000
CAROLINA BREAST FUND
1607 E MOREHEAD STCHARLOTTENC28207NONEPCHEALTH$250
DISCOVERY PLACE
301 N TRYON STCHARLOTTENC28102NONEPCSCIENCE EDUCATION$138
WATER FOR PEOPLE
100 E TENNESSEE AVEDENVERCO80209NONEPCHEALTH$50
NC PERFORMING ARTS
2612 E 5TH STREETCHARLOTTENC28204NONEPCPERFORMING ARTS$10
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,451TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,187ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,385ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,572ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,572TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGEORGE EVA RAFTELISContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line117533 PARADISE COVE CTAddressLine1Txt
CityCORNELIUSCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28031ZIPCd
FieldValueIRS element (for citing)
Total Contributions$30,068TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property421 SH DOWDUPONT INCNoncashPropertyDesc
Fair Market Value$30,068FairMarketValueAmt
Received2017-12-19ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$750Amt
Net Investment Income$750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$100$100
PLANNING MEALS WITH CHURCH @ 50%$158

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$1,775Amt
Net Investment Income$1,775NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAX ON INVESTMENT INCOME$359$359
FOREIGN TAX$71$71

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