HILLSDALE FUND INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HILLSDALE FUND INC (EIN 56-6057433)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201823099349100127
- 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
- Form 990-PF
- Contractor Compensation Expln
- General Explanation Attachment
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T10:57:53-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200404082 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | 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 | 566057433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLSDALE FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 3365748696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PIEDMONT TRUST CO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA R EVANS | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kimberly Ruefenacht | PreparerPersonNm |
| PTIN | P00081338 | PTIN |
| Phone | 3365748696 | PhoneNum |
| 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 | $33,249,636 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $3,167 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,167 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $598,100 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $199,785 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $1,479,735 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $706,996 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$32,121 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $909,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,048,881 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $73,406 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $73,907 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,470 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,470 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $275 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $275 | OtherProfFeesNetInvstIncmAmt |
| Interest Net Invst Incm | $86,224 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $43,624 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,799 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $43,123 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $43,123 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,432 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,432 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $156,730 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $433,893 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,724 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $334,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $541,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $161,656 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,326,709 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,326,709 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,660,769 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $541,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,488,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$750,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,507,690 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,468 | CashBOYAmt |
| Cash EOY | -$12,000 | CashEOYAmt |
| Cash EOYFMV | -$12,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $587,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,515 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,515 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $25,864,672 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,586,919 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $33,137,121 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,528,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,699,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,249,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $26,528,007 | CapitalStockBOYAmt |
| Capital Stock EOY | $26,699,434 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,528,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,699,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,528,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,699,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,528,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$750,821 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,829,028 | OtherIncreasesAmt |
| Subtotal | $27,606,214 | SubtotalAmt |
| Other Decreases | $906,780 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,699,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,479,735 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,473,882 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,507,987 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04995 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,529,064 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,261,564 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04891 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,482,774 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,167,862 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04610 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,426,379 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,311,223 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04706 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,428,662 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,411,958 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05028 | DistributionYr5Rt |
| Total Distribution | 0.242298 | TotalDistributionRt |
| Average Distribution | 0.048460 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,618,405 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,532,228 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,077 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,547,305 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,488,365 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,154 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,154 | SubtotalAmt |
| Tax Based On Investment Income | $30,154 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,765 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $13 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,078 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,924 | OverpaymentAmt |
| Applied To ES Tax | $14,924 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3365748669 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 GREEN VALLEY RD | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GEORGE L DUFOURNIER | ||||||
| PO Box 20124 | Greensboro | NC | 27420 | Trustee | 1.00 | $0 |
| WILLIAM L R SMITH | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 1.00 | $0 |
| MARGARET R WHITE | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 1.00 | $0 |
| EUDORA L RICHARDSON | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 1.00 | $0 |
| RICHARD G SMITH III | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 1.00 | $0 |
| LUNSFORD R SMITH | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 1.00 | $0 |
| SION A BONEY III | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Treasurer | 1.00 | $0 |
| MARGARET W GALLAGHER | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 1.00 | $0 |
| LAURINDA L DOUGLAS | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 1.00 | $0 |
| JOHN PETER GALLAGHER | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 1.00 | $0 |
| LOUISE B MCCOY | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | President | 1.00 | $0 |
| BARBARA R EVANS | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 1.00 | $0 |
| JAMES L RICHARDSON | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 1.00 | $0 |
| MARTIN M BONEY | ||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 1.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SCOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC DIR/SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $73,406 | CompensationAmt |
| Employee Benefits | $3,470 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $143,000 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,501,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $598,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,099,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $32,099,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $481,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,618,405 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,580,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,580,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,154 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,154 | TotalTaxAmt |
| Distributable Before Adj | $1,550,766 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,550,766 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,550,766 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,488,365 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,488,365 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,488,365 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,550,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,388,703 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,488,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,388,703 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $99,662 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,451,104 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY SCOTT HILLSDALE FUND INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3362745471 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETED APPLICATION WITH A COPY OF INTERNAL REVENUE SERVICE EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES VARY EACH YEAR, ONE IN SPRING AND ONE IN FALL | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED ARTS COUNCIL OF GREATER GSO | |||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 117 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $70,000 |
| Bridges Educational Foundation Inc | |||||||
| 2587 Pleasant Ridge Road | State Road | NC | 28676 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| ROCK AND ROLL HALL OF FAME AND MUSE | |||||||
| 1100 ROCK ROLL BLVD | CLEVELAND | OH | 44114 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| THE PLAINS VOLUNTEER FIRE COMPANY | |||||||
| PO BOX 93 | THE PLAINS | VA | 20198 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| PROMUSICA CHAMBER ORCHESTRA | |||||||
| 243 NORTH FIFTH STREET SUITE 202 | COLUMBUS | OH | 43215 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,000 |
| NATIONAL INTERCOLLEGIATE FLYING ASS | |||||||
| 260 NORTH FRANKLIN STREET | DELAWARE | OH | 43015 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $27,000 |
| SEAL HARBOR VILLAGE IMPRVMT SOCIETY | |||||||
| PO BOX 171 | SEAL HARBOR | ME | 04675 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| NATIVITY OF THE THEOTOKOS GREEK ORT | |||||||
| 121 ST ELIAS LANE | SAXONBURG | PA | 16056 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,000 |
| BELL BUCKLE UNITED METHODIST CHURCH | |||||||
| PO BOX 357 | BELL BUCKLE | TN | 37020 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| VIRGINIA ORGANIZING INC | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,000 |
| NANTUCKET CONSERVATION FOUNDATION I | |||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $7,500 |
| Concrete Couch | |||||||
| 214 E Vermijo Avenue | Colorado Springs | CO | 80903 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| Food Bank of Central and Eastern NC | |||||||
| 1924 Capital Boulevard | Raleigh | NC | 27604 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| Hope Elementary School | |||||||
| 1116 North Blount Street | Raleigh | NC | 27604 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| Land Trust Alliance Inc | |||||||
| 1250 H Street NW Suite 600 | Washngton | DC | 20005 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $55,000 |
| MOC Beagles Inc | |||||||
| PO Box 346 | Middleburg | VA | 20118 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| New Venture Fund | |||||||
| 1201 Connecticut Avenue NW Ste 300 | Washington | DC | 20036 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $7,000 |
| Middleburg Spring Race Assoc Inc | |||||||
| PO Box 1173 | Middleburg | VA | 22117 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| North Shore Tennis and Fitness | |||||||
| PO Box 1563 | Southwest Harbor | ME | 04679 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| Project Angel Heart | |||||||
| 4950 Washington Street | Denver | CO | 80216 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| UNC Chapel Hill | |||||||
| 206 West Franklin Street Suite 100 | Chapel Hill | NC | 27516 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| Resuscitation Academy Foundation | |||||||
| PO Box 947 | Seattle | WA | 98111 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| Southern Coalition for Social Justi | |||||||
| 1415 W NC Hwy 54 Suite 101 | Durham | NC | 27707 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| Bel Inizio Inc | |||||||
| 7710 Del Ray Lane | Houston | TX | 77071 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| The Webb School | |||||||
| PO Box 488 | Bell Buckle | TN | 37020 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| Associated Campus Ministries at UNC | |||||||
| 50 Stirling Street | Greensboro | NC | 27402 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| Community Theatre Foundation of Grs | |||||||
| 520 South Elm Street | Greensboro | NC | 27406 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| Family Support Network of Ctrl Caro | |||||||
| 801 Green Valley Road | Greensboro | NC | 27408 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| Columbus School for Girls | |||||||
| 65 South Drexel Avenue | Columbus | OH | 43209 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| Haven House Inc | |||||||
| 600 West Cabarrus Street | Raleigh | NC | 27603 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $13,300 |
| Hearts of the Father Outreach Inc | |||||||
| PO Box 491 | Sheffield | MA | 01257 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $27,000 |
| NC Zoological Society Inc | |||||||
| 4403 Zoo Parkway | Asheboro | NC | 27205 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $6,409 |
| Reynolda House Inc | |||||||
| PO Box 7287 | WinstonSalem | NC | 27109 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| Tar River Land Conservancy Inc | |||||||
| PO Box 1161 | Louisburg | NC | 27549 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| Voices Together | |||||||
| 5007 Southpark Drive Suite 230 | Durham | NC | 27713 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| Foothills Housing Corporation | |||||||
| 47 Garrett Street 205 | Warrenton | VA | 20186 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| Maritime Aquarium at Norwalk Inc | |||||||
| 10 North Water Street | Norwalk | CT | 06854 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| Asheville Community Theatre Inc | |||||||
| 35 E Walnut Street | Asheville | NC | 28801 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| Big Brothers Big Sisters of Grtr Mi | |||||||
| 550 NW 42nd Avenue | Miami | FL | 33126 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| Central Mountains Reg Med Trauma Ad | |||||||
| PO Box 5055 | Frisco | CO | 80443 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| Charity Global Inc | |||||||
| 40 Worth Street 330 | New York | NY | 10013 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| Greensboro Urban Ministry | |||||||
| 305 West Gate City Blvd | Greensboro | NC | 27406 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| KidzNotes Inc | |||||||
| 1309 Halley Street | Durham | NC | 27707 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| Locust Projects Inc | |||||||
| 3852 North Miami Avenue | Miami | FL | 33127 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| Maine Coast Heritage Trust | |||||||
| 1 Bowdoin Mill Island Suite 201 | Topsham | ME | 04086 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| The Miami Foundation Inc | |||||||
| 40 NW 3rd Street Suite 305 | Miami | FL | 33128 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| Triangle Aphasia Project Unlimited | |||||||
| 191 High House Road | Cary | NC | 27511 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| Mountain Communities Vol Fire Dept | |||||||
| PO Box 7278 | Woodland Park | CO | 80863 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,000 |
| Watershed NOW | |||||||
| 151 Hillcrest Drive | Elkin | NC | 28621 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| Natural Resources Council | |||||||
| 3 Wade Street | Augusta | ME | 04330 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| Newark Catholic High School | |||||||
| 1 Green Wave Drive | Newark | OH | 43055 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| After-School All-Stars Ohio | |||||||
| 1743 West Lane Avenue | Columbus | OH | 43221 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| Bedford Builds Habitat for Humanity | |||||||
| PO Box 122 | Shelbyville | TN | 37162 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| Christmas House Inc | |||||||
| PO Box 3543 | Chapel Hill | NC | 27515 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| Democracy North Carolina | |||||||
| 1821 Green Street | Durham | NC | 27705 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| Habitat for Humanity of Grtr Greens | |||||||
| 603 B North Elm Street | Greensboro | NC | 27401 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| Lincoln Hills Cares | |||||||
| 3000 Lawrence Street 100 | Denver | CO | 80205 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| Natural Science Center of Greensbor | |||||||
| 4301 Lawndale Drive | Greensboro | NC | 27455 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $40,000 |
| Rotary Club of Greensboro Foundatio | |||||||
| 330 S Greene Street 304 | Greensboro | NC | 27401 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| Town of Selma NC | |||||||
| 114 N Raiford Street | Selma | NC | 27576 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| UNC Chapel Hill Arts and Sciences F | |||||||
| 1700 MLK Jr Blvd CB 3425 | Chapel Hill | NC | 27599 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| Yadkin Arts Council Inc | |||||||
| 226 E Main Street | Yadkinville | NC | 27055 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $8,000 |
| The Plains Community League | |||||||
| PO Box 432 | The Plains | VA | 20198 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| Coalitions and Collaboratives Inc | |||||||
| PO Box 726 | Lake George | CO | 80827 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,000 |
| Springs Rescue Mission | |||||||
| 5 West Las Vegas Street | Colorado Springs | CO | 80903 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| White Memorial Presbyterian Church | |||||||
| 1704 Oberin Road | Raleigh | NC | 27608 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| Nantucket Atheneum | |||||||
| 1 India Street | Nantucket | MA | 02554 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| Trustees of Boston College | |||||||
| 140 Commonwealth Avenue | Chestnut Hill | MA | 02467 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| Yes Prep Public Schools Inc | |||||||
| 5515 South Loop East Suite B | Houston | TX | 77033 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| United Way of Greater Greensboro | |||||||
| 1500 Yanceyville Street | Greensboro | NC | 27405 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| Saint Mary's School | |||||||
| 900 Hillsborough Street | Raleigh | NC | 27603 | NONE | PC | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,326,709 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,167 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,977 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $709,973 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | $199,785 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $196,808 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $713,140 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $909,948 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ACCOUNTING AND GRANT ADMINISTRATION SERVICES | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | FORM 990 - PFPART I. ANALYSIS OF REVENUE & EXPENSES LINE 3. INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS (A)REVENUE & EXPENSES (B) NET INVESTMENT PER BOOKS INCOME INTEREST - CHECKING 673.00 673.00 ORDINARY INTEREST - NT 2,488.00 2,488.00 ORDINARY INTEREST - IRS 6.00 6.00 TOTAL LINE 3 3,167.00 3,167.00 LINE 4. DIVIDENDS AND INTEREST FROM SECURITIES PIEDMONT ASSOCIATES INVESTMENT FUND LLC K-1 INTEREST 0.00 104,609.00 DIVIDENDS 0.00 450,226.00 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 DIVIDENDS 0.00 43,265.00 TOTAL LINE 4 3,167.00 598,100.00 PART IV. CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME LINE 2. CAPITAL GAIN NET INCOME OR (NET CAPITAL LOSS) PIEDMONT ASSOCIATES INVESTMENT FUND LLC K-1 NET SHORT TERM CAPITAL GAIN (LOSS) (113,086.00) NET SHORT TERM SECTION 1256 (34,102.00) NET LONG TERM CAPITAL GAIN (LOSS) 1,661,914.00 NET LONG TERM SECTION 1256 (51,154.00) NET SECTION 1231 GAIN(LOSS) 30,249.00 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) (14,086.00) TOTAL 2017 NET CAPITAL GAIN (LOSS) $ 1,439,735.00 | MediumExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIEDMONT ASSOCIATES INVESTMENT FUND LLC | $22,377,153 | $23,144,727 | $29,801,978 |
| PIEDMONT SOUTHEASTERN INVT FUND LLC | $3,487,519 | $3,442,192 | $3,335,143 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PIEDMONT ASSOCIATES INVESTMENT FUND DISTRIBUTIONS | $839,831 |
| PIEDMONT SOUTHEASTERN INVESTMENT FUND DISTRIBUTIONS | $66,949 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCTG,CHARITABLE & GRANT ADMINISTRATION | $143,000 | $128,700 | $14,300 |
| Charitable Expenses - PAIF LLC | $430 | ||
| COMPUTER SERVICES | $3,211 | $3,211 | |
| INSURANCE | $4,197 | $4,197 | |
| INVESTMENT & ADVISOR FEES-PAIF | $297,636 | ||
| INVESTMENT & ADVISOR FEES-PSIF | $7,557 | ||
| Misc expenses | $736 | ||
| OFFICE SUPPLIES & EQUIPMENT | $177 | $177 | |
| PAYROLL TAXES | $5,409 | $5,409 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $706,996 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$32,121 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PIEDMONT ASSOCIATES INVT FUND K-1 ADJUSTMENTS | $1,807,405 |
| PIEDMONT SOUTHEASTERN INVESTMENT FUND K-1 ADJUSTMENTS | $21,623 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK CUSTODY FEES | CategoryTxt |
| Amt | $275 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes | $64,271 | |
| Excise Taxes Refunded | $22,957 | |
| FOREIGN TAXES PAID | $18,489 | |
| State income taxes paid | $2,310 | $2,310 |
Comments