WILLIAM HAROLD SMITH CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM HAROLD SMITH CHARITABLE TR (EIN 56-6526359)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-09
- IRS object ID
- 201821299349100922
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-09T10:58:47-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561319330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED M SHIVER CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 EAST COURT STREET | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | 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 | 566526359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM HAROLD SMITH CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8286529443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 AIRPORT ROAD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT SMITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8286529443 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFRED M SHIVER CPA | PreparerPersonNm |
| PTIN | P00182145 | PTIN |
| Phone | 8286527319 | PhoneNum |
| Preparation | 2018-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,188,888 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $212,786 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $212,786 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,915 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $26,118 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $26,118 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $17,471 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $12,216 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,611 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,466 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $278,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $274,285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,727 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,727 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,685 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $33,165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,325 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,840 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $328,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $307,652 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,942 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $252,960 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,799 | CashBOYAmt |
| Cash EOY | $22,679 | CashEOYAmt |
| Cash EOYFMV | $22,679 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,796 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,936 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,936 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $230,938 | CorporateStockBOYAmt |
| Corporate Stock EOY | $250,978 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $388,251 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,915,028 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,859,954 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,368,090 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $344,932 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $42,058 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $379,802 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $302,874 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $344,932 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,552,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,501,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,188,888 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,552,363 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,501,421 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,552,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,501,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,552,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,501,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,552,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,942 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,501,421 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,501,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,466 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $311,298 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,075,825 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061330 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $319,293 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,080,821 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062843 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $293,576 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,141,331 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057101 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $289,785 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,995,891 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058005 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $295,376 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,069,499 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058265 | DistributionYr5Rt |
| Total Distribution | 0.297544 | TotalDistributionRt |
| Average Distribution | 0.059509 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,059,142 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,064 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,530 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $303,594 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $307,652 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,530 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,530 | SubtotalAmt |
| Tax Based On Investment Income | $2,530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $70 | OverpaymentAmt |
| Applied To ES Tax | $70 | 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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MATT SMITH | IndividualWithBooksNm |
| Phone | 8286529443 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 AIRPORT RD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 AIRPORT RD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $28,727 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INDIVIDUALS AND MCDOWELL TECHNICAL COMMUNITY COLLEGE WERE GIVEN SCHOLARSHIPS AMOUNTING TO 263,400 ADMINISTRATIVE EXPENSES 44,252 | Description1Txt |
| Expenses1 | $307,652 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,668,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $344,932 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,136,185 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,136,185 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,059,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,530 | TotalTaxAmt |
| Distributable Before Adj | $250,427 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $250,427 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $250,427 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $307,652 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $307,652 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,530 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $305,122 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $250,427 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,780 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,618 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,133 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,620 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,691 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $252,842 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $307,652 | QualifyingDistributionsAmt |
| Applied To Current Year | $250,427 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,225 | RemainingDistriFromCorpusAmt |
| Total Corpus | $310,067 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,780 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $278,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,618 | ExcessFromYear4Amt |
| Excess From Year3 | $42,133 | ExcessFromYear3Amt |
| Excess From Year2 | $70,620 | ExcessFromYear2Amt |
| Excess From Year1 | $62,691 | ExcessFromYear1Amt |
| Excess From Current Year | $57,225 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MATT SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 AIRPORT RD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8286529443 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 2 EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED APPLICATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED | |||||||
| SEE ATTACHED | SEE ATTACHED | NC | 28752 | NONE | INDIVIDUAL | SCHOLARSHIPS COLLEGE | $173,000 |
| MCDOWELL TECHNICAL COLLEGE | |||||||
| 54 COLLEGE DRIVE | MARION | NC | 28752 | NONE | COLLEGE | SCHOLARSHIP | $90,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $263,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $212,786 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,915 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $17,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,466 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,750 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $265,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,750 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $269,388 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALFRED M. SHIVER PA, CPA TAX PRE | CategoryTxt |
| Amt | $3,685 | Amt |
| Disbursements Charitable Prps | $3,685 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|
| HOUSE- RIDGECREST DR | 2012-03 | PURCHASE | 2017-07 | $57,716 | $61,478 | $4,435 | $8,197 |
| LAND-RIDGECREST DR | 2012-03 | PURCHASE | 2017-07 | $14,429 | $15,000 | -$571 | |
| FHLMC | 2013-06 | PURCHASE | 2017-06 | $3,000 | $3,114 | -$114 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS-RAYMOND JAMES | BondNm |
| EOY Book Value | $3,859,954 | EOYBookValueAmt |
| EOYFMV | $4,368,090 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES -REIT | $63,175 | $78,888 |
| RAYMOND JAMES-STOCKS | $187,803 | $309,363 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HOUSE LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $344,932 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $42,058 | AccumulatedDepreciationAmt |
| Book Value | $302,874 | BookValueAmt |
| EOYFMV | $344,932 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL HOUSES MCDOWELL CO | |||
| INVESTMENT DEPRECIATION | $8,647 | $8,647 | |
| EXPENSES | |||
| OFFICE SUPPLIES | $1,574 | $1,574 | |
| ADMINISTRATIVE EXPENSE | $9,462 | $9,462 | |
| RENTAL HOUSE EXPENSES | $12,678 | $12,678 | |
| INTERNET TELEPHONE | $804 | $804 |
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