RHI LEGACY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RHI LEGACY FOUNDATION INC (EIN 56-0619367)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202543149349102489
- Schema version
- 2024v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- 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 | 2025-11-10T16:14:21-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383828234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARTER P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N MAIN ST STE 203 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560619367 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHI LEGACY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RHIL | BusinessNameControlTxt |
| Phone | 8282024629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 352 | AddressLine1Txt |
| City | RUTHERFORDTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRY W HINES | PersonNm |
| Person Title | EXEC DIRECTOR | PersonTitleTxt |
| Phone | 8283058633 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLINE K INMAN | PreparerPersonNm |
| PTIN | P01326927 | PTIN |
| Phone | 8642038781 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,468,286 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,813,389 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $201,693 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $201,693 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $650,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $650,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $816,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,336,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $816,054 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,609 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,609 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,496,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,683,218 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $197,052 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $197,052 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,058 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,058 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,074 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,074 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $213,835 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200,470 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,365 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $112,924 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,541 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,785 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,530 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,530 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $50 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,968 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,968 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $314,098 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,271 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,560 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $288,267 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $873,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $226,282 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,560 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $537,149 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,173,597 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,173,597 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,047,186 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $226,282 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,560 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,710,746 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,449,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,456,936 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $356,534 | CashBOYAmt |
| Cash EOY | $912,894 | CashEOYAmt |
| Cash EOYFMV | $912,894 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,768,983 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,779,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,779,110 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,448,071 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,983,446 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,983,446 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,234,891 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,904,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,904,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $913,531 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $694,790 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $694,790 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,374,823 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,918,803 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,918,803 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,100,887 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,960 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $943,432 | LandBOYAmt |
| Land EOY | $8,028,927 | LandEOYAmt |
| Land EOYFMV | $275,100 | LandEOYFMVAmt |
| Total Assets BOY | $38,040,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,222,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,468,286 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,112 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,614 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,112 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,614 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $37,797,098 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,207,404 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $239,055 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $6,095 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,036,153 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,213,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,040,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,222,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,036,153 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,449,421 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,861,206 | OtherIncreasesAmt |
| Subtotal | $43,346,780 | SubtotalAmt |
| Other Decreases | $133,281 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,213,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WF 4806 S/T NONCOVERED | P | $38,094 | $34,782 | $3,312 | $3,312 |
| WF 4806 L/T NONCOVERED | P | $165,668 | $150,638 | $15,030 | $15,030 |
| WF 3676 S/T NONCOVERED | P | $6,551,432 | $6,529,223 | $22,209 | $22,209 |
| WF 3676 L/T NONCOVERED | P | $7,335,445 | $6,805,529 | $529,916 | $529,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $816,054 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $25,521 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,251 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,251 | SubtotalAmt |
| Tax Based On Investment Income | $20,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $51,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $238 | EsPenaltyAmt |
| Overpayment | $30,911 | OverpaymentAmt |
| Applied To ES Tax | $30,911 | 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 |
| 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 | WWW.RHILEGACYFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | TERRY W HINES | IndividualWithBooksNm |
| Phone | 8283058633 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 352 | AddressLine1Txt |
| City | RUTHERFORDTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28139 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KERRY GILES | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | CHAIR | 1.00 | $0 | $0 | $0 |
| JIMMY DANCY | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| PAUL DECK | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | SECRETARY/TR | 1.00 | $0 | $0 | $0 |
| MAGGIE BELL | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CINDY BUCK | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDY BOND | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MATT BRIGHT | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN CONDREY | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID EAKER | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JACQUELINE HAMPTON | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHIRLEY KOONE | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAN HEGEMAN | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | TRUSTEE THRU | 1.00 | $0 | $0 | $0 |
| TERRY W HINES | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | EXEC DIRECTO | 40.00 | $111,300 | $0 | $0 |
| JILL MIRACLE | ||||||||
| PO BOX 352 | RUTHERFORDTON | NC | 28139 | CMNTY IMPACT | 40.00 | $85,752 | $0 | $0 |
| 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 | THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS AND GRANTS TO VARIOUS NONPROFITS AND GOVERNMENT SERVICE ORGANIZATIONS IN RUTHERFORD COUNTY, NORTH CAROLINA. | Description1Txt |
| Expenses1 | $1,173,597 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SOCCER FACILITY - CONSTRUCTION IN PROCESS | Description1Txt |
| Expenses1 | $7,088,055 | Expenses1Amt |
| Total | $7,088,055 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,606,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,688,355 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,294,678 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $36,294,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $544,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,750,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,787,513 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,787,513 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,251 | TotalTaxAmt |
| Distributable Before Adj | $1,767,262 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,767,262 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,767,262 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,710,746 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $7,088,055 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,798,801 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,767,262 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $619,719 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $619,719 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,798,801 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,767,262 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,031,539 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,651,258 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,651,258 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $619,719 | ExcessFromYear2Amt |
| Excess From Current Year | $7,031,539 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TERRY HINES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 352 | AddressLine1Txt |
| City | RUTHERFORDTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8282024629 | RecipientPhoneNum |
| Form And Info And Materials | WWW.WELLSFARGO.COM/PRIVATE-FOUNDATIONS/RHI-LEGACY- FOUNDATION/ THE RHI LEGACY FOUNDATION, INC. SUPPORTS NON-PROFIT 501 (C)(3) ORGANIZATIONS WHOSE PROJECTS SERVE RESIDENTS IN RUTHERFORD COUNTY, NORTH CAROLINA, WITH EMPHASIS ON THE FOLLOWING: CHRONIC DISEASE - PROGRAMS AND SERVICES FOR CANCER, ASTHMA, AND DIABETES WHICH PROVIDE THE FOLLOWING: - HEALTH EDUCATION OR SCREENINGS WITH AN EMPHASIS ON DISEASE PREVENTION HEALTHY EATING - PROGRAMS AND SERVICES WHICH ADDRESS: - ACCESS TO SUFFICIENT AND HEALTHY FOOD FOR ALL SEGMENTS OF THE COMMUNITY, EMPHASIZING NUTRITION AND THE IMPACT OF HEALTHY EATING ON DISEASE PREVENTION - EDUCATION ON THE IMPORTANCE OF NUTRITION AND HEALTHY FOOD PREPARATION AND THEIR IMPACT ON DISEASE PREVENTION ACTIVE LIVING - PROGRAMS AND SERVICES WHICH IMPROVE: - PHYSICAL ACTIVITY (EXAMPLES: WALKING TRAILS, PARKS AND RECREATION) - EDUCATION ON HEALTH IMPROVEMENTS AND DISEASE PREVENTION RESULTING FROM AN ACTIVE LIFESTYLE REQUIREMENTS - TO BE ELIGIBLE, ORGANIZATIONS MUST QUA | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GEOGRAPHIC LIMITATIONS: RUTHERFORD COUNTY, NORTH CAROLINA PROGRAM LIMITATIONS: GRANTS ARE LIMITED TO PROGRAMS AND PROJECTS THAT IMPROVE HEALTH AND WELLNESS IN RUTHERFORD COUNTY, NC. GRANTS IN THE CATEGORY OF ENVIRONMENT/ANIMALS WILL BE LIMITED TO PROGRAMS THAT PROMOTE ACTIVE LIVING. THE FOUNDATION TYPICALLY DOES NOT FUND REQUESTS FOR: - UNRESTRICTED ENDOWMENT FUNDS - DEBT RETIREMENT - GRANTS TO INDIVIDUALS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ABOUNDING GRACE MINISTRY INC | |||||||||
| PO BOX 361 | RUTHERFORDTON | NC | 28139 | NONE | PC | HEALTHY EATING | $22,337 | ||
| ADAVILLE BAPTIST CHURCH | |||||||||
| 805 OAKLAND RD | SPINDALE | NC | 28160 | NONE | PC | ACTIVE LIVING | $2,500 | ||
| AMERICAN CANCER SOCIETY | |||||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | NONE | PC | CHRONIC DISEASE | $1,000 | ||
| BASICS CHRISTIAN MINISTRIES INC | |||||||||
| PO BOX 207 | CLIFFSIDE | NC | 28024 | NONE | PC | HEALTHY EATING | $35,000 | ||
| BLUE RIDGE HOPE | |||||||||
| 131 WEST 2ND ST | RUTHERFORDTON | NC | 28139 | NONE | PC | CHRONIC DISEASE | $35,000 | ||
| CANCER ACTIVE INC | |||||||||
| 402 LAUREL CIRCLE DR | BLACK MOUNTAIN | NC | 28711 | NONE | PC | CHRONIC DISEASE | $1,000 | ||
| CHASE CORNER UNITED METHODIST MINIS | |||||||||
| 1604 CHASE HIGH RD | FOREST CITY | NC | 28043 | NONE | PC | HEALTHY EATING | $15,000 | ||
| CHASE YOUTH SPORTS INC | |||||||||
| PO BOX 186 | FOREST CITY | NC | 28043 | NONE | PC | ACTIVE LIVING | $980 | ||
| CHILDREN'S CANCER PARTNERS OF THE | |||||||||
| 900 S PINE ST | SPARTANBURG | SC | 29302 | NONE | PC | CHRONIC DISEASE | $7,305 | CAROLINAS INC | STE F |
| CHIMNEY ROCK DISASTER RELIEF | |||||||||
| 109 TERRACE DR | CHIMNEY ROCK | NC | 28720 | NONE | PC | ACTIVE LIVING | $50,000 | ||
| COUNTY OF RUTHERFORD FINANCE OFFICE | |||||||||
| 294 FAIRGROUND RD | SPINDALE | NC | 28160 | NONE | GOV | CHRONIC DISEASE | $25,000 | ||
| EFNEP RUTHERFORD COOPERATIVE EXT | |||||||||
| 193 CALLAHAN KOON RD | FOREST CITY | NC | 28043 | NONE | PC | HEALTHY EATING | $4,000 | ||
| FAMILY RESOURCES OF RUTHERFORD CO | |||||||||
| PO BOX 1619 | FOREST CITY | NC | 28043 | NONE | PC | CHRONIC DISEASE | $21,000 | ||
| FOOTHILLS HEALTH DISTRICT | |||||||||
| 221 CALLAHAN KOON RD | SPINDALE | NC | 28160 | NONE | PC | CHRONIC DISEASE | $25,000 | ||
| FOREST CITY OWLS FOUNDATION | |||||||||
| 353 W MAIN ST | FOREST CITY | NC | 28043 | NONE | PC | ACTIVE LIVING | $4,130 | ||
| GRACE OF GOD RESCUE MISSION | |||||||||
| 537 W MAIN ST | FOREST CITY | NC | 28277 | NONE | PC | HEALTHY EATING | $1,000 | ||
| GRAHAMTOWN TEAM | |||||||||
| PO BOX 1941 | FOREST CITY | NC | 28043 | NONE | PC | HEALTHY EATING | $20,000 | ||
| GRAHAMTOWN TEAM | |||||||||
| PO BOX 1941 | FOREST CITY | NC | 28043 | NONE | PC | ACTIVE LIVING | $2,500 | ||
| HICKORY NUT GORGE OUTREACH LLC | |||||||||
| PO BOX 634 | LAKE LURE | NC | 28746 | NONE | PC | HEALTHY EATING | $15,000 | ||
| ISOTHERMAL COMMUNITY COLLEGE | |||||||||
| 286 ICC LOOP RD | SPINDALE | NC | 28160 | NONE | GOV | ACTIVE LIVING | $252,500 | FOUNDATION | |
| KIDSENSES INC | |||||||||
| PO BOX 150 | RUTHERFORDTON | NC | 28139 | NONE | PC | HEALTHY EATING | $175,000 | ||
| LAKE LURE CLASSICAL ACADEMY | |||||||||
| 1058 ISLAND CREEK RD | LAKE LURE | NC | 28746 | NONE | PC | HEALTHY EATING | $34,000 | ||
| LAKE LURE OLYMPIAD | |||||||||
| PO BOX 123 | LAKE LURE | NC | 28746 | NONE | PC | ACTIVE LIVING | $2,500 | ||
| LIBERTY BAPTIST FOOD PANTRY | |||||||||
| PO BOX 1000 | ELLENBORO | NC | 28040 | NONE | PC | HEALTHY EATING | $3,500 | ||
| MCL DETACHMENT 1221 | |||||||||
| 120 W TRADE ST | FOREST CITY | NC | 28043 | NONE | PC | ACTIVE LIVING | $2,500 | ||
| NATIONAL FIRE SAFETY COUNCIL | |||||||||
| 15720 BRIXHAM HILL AVE | RALEIGH | NC | 28277 | NONE | PC | ACTIVE LIVING | $1,500 | 300 | |
| NEW BEGINNINGS SOUP KITCHEN | |||||||||
| 137 LITTLE CAMP CREEK TRL | UNION MILLS | NC | 28167 | NONE | PC | HEALTHY EATING | $17,500 | ||
| PIEDMONT COUNCIL BOY SCOUTS OF AMER | |||||||||
| 1222 E FRANKLIN BLVD | GASTONIA | NC | 28054 | NONE | PC | ACTIVE LIVING | $15,000 | ||
| PISGAH LEGAL SERVICES | |||||||||
| PO BOX 2276 | ASHEVILLE | NC | 28802 | NONE | PC | CHRONIC DISEASE | $20,000 | ||
| RUTHERFORD CO SCHOOLS EDUCATION FUN | |||||||||
| 382 W MAIN ST | FOREST CITY | NC | 28043 | NONE | GOV | ACTIVE LIVING | $4,500 | ||
| RUTHERFORD CO SCHOOL FORREST W HUNT | |||||||||
| 101 FORREST HUNT DR | FOREST CITY | NC | 28043 | NONE | GOV | ACTIVE LIVING | $5,000 | ||
| RUTHERFORD CO SCHOOLS EDU FND | |||||||||
| 382 W MAIN ST | FOREST CITY | NC | 28043 | NONE | GOV | HEALTHY EATING | $45,000 | ||
| RUTHERFORD COUNTY AMERICAN LEGION | |||||||||
| 2501 US 64 74A HWY | RUTHERFORDTON | NC | 28139 | NONE | GOV | ACTIVE LIVING | $2,500 | ||
| RUTHERFORD COUNTY CHAMBER OF | |||||||||
| 179 W MAIN ST | FOREST CITY | NC | 28043 | NONE | PC | ACTIVE LIVING | $1,000 | COMMERCE | STE 128 |
| RUTHERFORD COUNTY SENIOR CENTER | |||||||||
| 193 CALLAHAN KOON RD | SPINDALE | NC | 28160 | NONE | PC | HEALTHY EATING | $41,000 | ||
| RUTHERFORD HOUSING PARTNERSHIP | |||||||||
| PO BOX 1525 | RUTHERFORDTON | NC | 28139 | NONE | PC | ACTIVE LIVING | $20,000 | ||
| RUTHERFORD OPPORTUNITY CENTER | |||||||||
| 140 OLD CAROLEEN RD | FOREST CITY | NC | 28043 | NONE | PC | ACTIVE LIVING | $10,780 | ||
| RUTHERFORD OUTDOOR COALITION | |||||||||
| PO BOX 1349 | RUTHERFORDTON | NC | 28139 | NONE | PC | ACTIVE LIVING | $23,000 | ||
| SAFE KIDS OF RUTHERFORD COUNTY INC | |||||||||
| PO BOX 186 | SPINDALE | NC | 28160 | NONE | PC | ACTIVE LIVING | $10,000 | ||
| SOUTH MOUNTAIN CHRISTIAN CAMP | |||||||||
| PO BOX 9 | BOSTIC | NC | 28018 | NONE | PC | ACTIVE LIVING | $20,000 | ||
| SPECIAL OLYMPICS NORTH CAROLINA INC | |||||||||
| 220 GATEWAY CENTER BLVD | MORRISVILLE | NC | 27560 | NONE | PC | ACTIVE LIVING | $10,525 | STE 201 | |
| SUNSHINE ELEMENTARY SCHOOL | |||||||||
| 231 TONEY RD | BOSTIC | NC | 28018 | NONE | PC | ACTIVE LIVING | $2,000 | ||
| TEAL DIVA 5K | |||||||||
| 1135 FOUR LAKES DR | MATTHEWS | NC | 28105 | NONE | PC | ACTIVE LIVING | $1,040 | STE E | |
| THE JACKSON DEWALT KOONE | |||||||||
| 13816 PROFESSIONAL CENTER | HUNTERSVILLE | NC | 28078 | NONE | PC | CHRONIC DISEASE | $1,000 | MEMORIAL FUND | DR STE 100 |
| THOMAS JEFFERSON CLASSICAL ACADEMY | |||||||||
| 1110 S BROADWAY ST | FOREST CITY | NC | 28043 | NONE | PC | HEALTHY EATING | $5,000 | ||
| TOWN OF LAKE LURE | |||||||||
| 197 BUFFALO SHOALS RD | LAKE LURE | NC | 28746 | NONE | PC | ACTIVE LIVING | $50,000 | ||
| TOWN OF RUTHERFORDTON | |||||||||
| 129 N MAIN ST | RUTHERFORDTON | NC | 28139 | NONE | GOV | ACTIVE LIVING | $1,000 | ||
| TOWN OF SPINDALE | |||||||||
| PO BOX 186 | SPINDALE | NC | 28160 | NONE | GOV | ACTIVE LIVING | $50,000 | ||
| UNION MILLS COMMUNITY DEVELOPMENT C | |||||||||
| 670 NANNEYTOWN RD | UNION MILLS | NC | 28167 | NONE | PC | HEALTHY EATING | $3,000 | ||
| UNION MILLS LEARNING CENTER INC | |||||||||
| PO BOX 210 | UNION MILLS | NC | 28167 | NONE | PC | HEALTHY EATING | $7,500 | ||
| UNITED WAY OF RUTHERFORD COUNTY INC | |||||||||
| PO BOX 823 | SPINDALE | NC | 28160 | NONE | PC | CHRONIC DISEASE | $13,000 | ||
| VOLUNTEER RUTHERFORD | |||||||||
| 269 WEST MAIN ST | FOREST CITY | NC | 28043 | NONE | PC | ACTIVE LIVING | $2,000 | ||
| WASHBURN COMMUNITY OUTREACH CENTER | |||||||||
| 2934 PINEY MOUNTAIN CHURC | BOSTIC | NC | 28018 | NONE | PC | HEALTHY EATING | $25,000 | ||
| WELLS SPRING UMC | |||||||||
| 200 WELLS SPRING RD | FOREST CITY | NC | 28043 | NONE | PC | HEALTHY EATING | $8,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,173,597 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201,693 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $650,862 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,609 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $816,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,683,218 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,683,218 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt |
|---|---|
| COMPUTER RELATED EQUIPMENT | 2015-01-01 |
| MAJOR MOVEABLE EQUIPMENT | 2014-06-01 |
| LAND | 2014-06-01 |
| COMPUTER RELATED EQUIPMENT | 2015-01-01 |
| PROPERTY AND EQUIPMENT | 2015-01-01 |
| COMPUTER | 2018-09-20 |
| LAND - SOCCER COMPLEX | 2021-01-21 |
| COMPUTER | 2022-04-18 |
| COPIER | 2022-07-06 |
| COMPUTER ACCESSORIES | 2022-05-18 |
| COMPUTER MONITOR | 2022-05-23 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $694,790 | EOYBookValueAmt |
| EOYFMV | $694,790 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $11,708,288 | $11,708,288 |
| MUTUAL FUNDS | $3,686,874 | $3,686,874 |
| ETFS | $6,508,981 | $6,508,981 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,983,446 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,983,446 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REITS | FMV | $2,159,359 | $2,159,359 |
| ALTERNATIVES | FMV | $1,759,444 | $1,759,444 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EQUIPMENT | $74,867 | $71,960 | $2,907 | |
| CONSTRUCTION IN PROGRESS | $7,750,920 | $7,750,920 | ||
| LAND | $275,100 | $275,100 | $275,100 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TO-TAX DIFF ON INVESTMENT INCOME | Desc |
| Amt | $133,281 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK CHARGES | $260 | $260 | ||
| COMMUNITY RELATIONS | $203 | $203 | ||
| DUES & SUBSCRIPTIONS | $4,446 | $4,446 | ||
| INSURANCE | $3,391 | $3,391 | ||
| MEALS & ENTERTAINMENT | $7,688 | $7,688 | ||
| MISCELLANEOUS EXPENSE | $601 | $601 | ||
| PROGRAM FEES | $253,899 | $253,899 | ||
| REPAIRS & MAINTENANCE | $500 | $500 | ||
| SOFTWARE & SUPPORT | $13,729 | $13,729 | ||
| TELEPHONE & INTERNET | $3,550 | $3,550 | ||
| INVESTMENT EXPENSES | $1,288 | $1,288 | ||
| K-1 OTHER DEDUCTIONS | $1,928 | $1,928 | ||
| K-1 OTHER DEDUCTIONS | $2,391 | $2,391 | ||
| K-1 OTHER DEDUCTIONS | $1,953 | $1,953 | ||
| K-1 OTHER DEDUCTIONS | $326 | $326 | ||
| K-1 OTHER DEDUCTIONS | $14,212 | $14,212 | ||
| K-1 OTHER DEDUCTIONS | $1,173 | $1,173 | ||
| INVESTMENT DEPRECIATION | $2,560 | $2,560 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 APOLLO CREDIT STRATEGIES | $14,471 | $14,471 |
| K-1 RIVERSIDE CAPITAL APPRECI | $138 | $138 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,861,206 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $200,470 | $200,470 | |
| PROFESSIONAL FEES | $13,365 | $13,365 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROPERTY TAXES | $2,785 | $2,785 | |
| FEDERAL EXCISE TAX | $107,598 | ||
| FOREIGN TAX 3676 | $2,541 | $2,541 |
Comments