GEORGE T BAKER FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE T BAKER FOUNDATION INC (EIN 59-6151202)
- Tax period
- 2016-06-01 to 2017-05-31
- Filed
- 2017-09-25
- IRS object ID
- 201702689349100500
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-25T08:41:26-05:00 | ReturnTs |
| Tax Period End | 2017-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561146197 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARRARD MCGEE & CO PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5869 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596151202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE T BAKER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 3368840410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5869 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BAKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3368840410 | PhoneNum |
| Signature | 2017-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA L WALSH | PreparerPersonNm |
| PTIN | P00012605 | PTIN |
| Phone | 3368840410 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.192.161.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-07 | IPDt |
| IP Tm | 09:50:42 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7941BE120A245257D06D27880AD2C2BDCAFC0E08 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 424557725778AC8000C3D64FECBA00E263AD80D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,052,150 | 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 | $752 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $752 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $327,903 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,338 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,338 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $36,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,978 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,875 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,410 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,573 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,188 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,473 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,473 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,368 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $243,167 | CashBOYAmt |
| Cash EOY | $124,700 | CashEOYAmt |
| Cash EOYFMV | $124,700 | CashEOYFMVAmt |
| Corporate Stock BOY | $613,480 | CorporateStockBOYAmt |
| Corporate Stock EOY | $660,397 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $959,625 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $644,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $625,542 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $967,825 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,501,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,410,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,052,150 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $158,719 | CapitalStockBOYAmt |
| Capital Stock EOY | $158,719 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,342,288 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,251,920 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,501,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,410,639 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,501,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,410,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,501,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,368 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,000 | OtherIncreasesAmt |
| Subtotal | $1,410,639 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,410,639 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HOME DEPOT, INC. | P | 2015-06-25 | 2016-06-10 | $3,215 | $2,839 | $376 | $376 |
| HOME DEPOT, INC. | P | 2016-06-25 | 2016-08-24 | $4,598 | $3,861 | $737 | $737 |
| HOME DEPOT, INC. | P | 2016-06-28 | 2016-08-24 | $4,733 | $4,406 | $327 | $327 |
| L BRANDS INC. | P | 2015-09-02 | 2016-06-10 | $1,637 | $1,526 | $111 | $111 |
| VERIZON COMMUNICATIONS | P | 2016-02-01 | 2016-08-24 | $7,337 | $7,116 | $221 | $221 |
| BLACKROCK INC. | P | 2014-08-25 | 2016-06-10 | $2,788 | $2,666 | $122 | $122 |
| BLACKROCK INC. | P | 2014-09-02 | 2016-06-10 | $2,788 | $2,633 | $155 | $155 |
| HOME DEPOT, INC. | P | 2015-05-08 | 2016-06-10 | $1,157 | $1,015 | $142 | $142 |
| L BRANDS INC. | P | 2014-12-02 | 2016-06-10 | $4,773 | $5,643 | -$870 | -$870 |
| L BRANDS INC. | P | 2014-08-25 | 2016-06-10 | $3,682 | $3,456 | $226 | $226 |
| NEXTERA ENERGY INC. | P | 2014-12-02 | 2016-09-29 | $3,997 | $3,350 | $647 | $647 |
| LAMB WESTON HOLDINGS | P | 2016-03-24 | 2016-11-14 | $3,210 | $3,258 | -$48 | -$48 |
| CVS HEALTH | P | 2015-12-22 | 2016-11-22 | $9,108 | $12,004 | -$2,896 | -$2,896 |
| ADVANSIX INC | P | 2014-12-02 | 2016-12-08 | $41 | $27 | $14 | $14 |
| AMGEN INC | P | 2014-12-02 | 2016-12-06 | $10,492 | $12,652 | -$2,160 | -$2,160 |
| APPLE INC | P | 2014-08-25 | 2016-12-08 | $7,285 | $6,617 | $668 | $668 |
| BLACKROCK INC. | P | 2014-12-02 | 2016-12-22 | $6,173 | $5,643 | $530 | $530 |
| CROWN CASTLE INTL | P | 2015-02-17 | 2016-12-08 | $6,970 | $7,207 | -$237 | -$237 |
| HONEYWELL INTL | P | 2015-08-12 | 2016-12-08 | $3,118 | $2,811 | $307 | $307 |
| JP MORGAN CHASE | P | 2014-09-02 | 2016-12-08 | $2,711 | $1,902 | $809 | $809 |
| MEDTRONIC PLC | P | 2015-06-25 | 2016-12-08 | $5,309 | $5,613 | -$304 | -$304 |
| MICROSOFT CORP | P | 2015-10-08 | 2016-12-08 | $3,732 | $2,856 | $876 | $876 |
| PEPSICO INC | P | 2015-03-24 | 2016-12-08 | $5,528 | $5,199 | $329 | $329 |
| PHILIP MORRIS INTL | P | 2014-08-25 | 2016-12-08 | $8,133 | $7,755 | $378 | $378 |
| RAYTHEON CO | P | 2014-08-25 | 2016-12-08 | $7,402 | $4,931 | $2,471 | $2,471 |
| SEMPRA ENGERY | P | 2015-09-22 | 2016-12-08 | $4,158 | $3,936 | $222 | $222 |
| ADVANSIX INC | P | 2016-02-01 | 2016-12-08 | $41 | $31 | $10 | $10 |
| AMGEN INC | P | 2016-06-28 | 2016-12-08 | $699 | $729 | -$30 | -$30 |
| BLACKROCK INC. | P | 2016-12-08 | 2016-12-22 | $2,701 | $2,695 | $6 | $6 |
| COMCAST CORP | P | 2016-02-01 | 2016-12-08 | $6,917 | $5,589 | $1,328 | $1,328 |
| CONAGRA BRANDS | P | 2016-02-01 | 2016-12-08 | $3,390 | $2,922 | $468 | $468 |
| CONSTELLATION BRANDS | P | 2016-02-01 | 2016-12-08 | $7,081 | $7,262 | -$181 | -$181 |
| ESTEE LAUDER | P | 2016-02-01 | 2016-12-08 | $7,800 | $8,487 | -$687 | -$687 |
| GILEAD SCIENCE | P | 2016-02-01 | 2016-12-08 | $5,981 | $7,066 | -$1,085 | -$1,085 |
| IBM | P | 2016-03-03 | 2016-12-08 | $3,139 | $2,616 | $523 | $523 |
| OCCIDENTAL PETROLEUM | P | 2016-08-24 | 2016-12-08 | $8,174 | $9,264 | -$1,090 | -$1,090 |
| PFIZER INC | P | 2016-08-24 | 2016-12-08 | $6,415 | $7,328 | -$913 | -$913 |
| SCHLUMBERGER LTD | P | 2016-02-01 | 2016-12-08 | $3,779 | $3,221 | $558 | $558 |
| L BRANDS INC. | P | 2016-12-08 | 2017-01-12 | $7,028 | $8,727 | -$1,699 | -$1,699 |
| VERIZON COMMUNICATIONS | P | 2016-12-08 | 2017-01-12 | $10,954 | $10,634 | $320 | $320 |
| CONAGRA BRANDS | P | 2016-03-24 | 2017-02-17 | $9,574 | $8,141 | $1,433 | $1,433 |
| SUMITOMO MITSUI FINL | P | 2016-12-08 | 2017-02-10 | $11,956 | $12,432 | -$476 | -$476 |
| TRANSOCEAN LTD | P | 2016-12-08 | 2017-02-17 | $10,952 | $12,230 | -$1,278 | -$1,278 |
| EOG RESOURCES | P | 2016-12-08 | 2017-03-09 | $9,623 | $10,628 | -$1,005 | -$1,005 |
| ROYAL DUTCH SHELL PLC | P | 2016-12-08 | 2017-03-09 | $11,590 | $12,163 | -$573 | -$573 |
| CAPITAL ONE FINANCIAL | P | 2016-12-08 | 2017-04-13 | $10,871 | $12,138 | -$1,267 | -$1,267 |
| NIPPON TELEGRAPH & TELEPHONE | P | 2017-01-17 | 2017-04-26 | $10,467 | $10,990 | -$523 | -$523 |
| NRG YIELD INC | P | 2017-01-25 | 2017-04-13 | $10,808 | $10,861 | -$53 | -$53 |
| ALPHABET INC | P | 2016-02-01 | 2017-05-16 | $2,889 | $2,312 | $577 | $577 |
| CHEVRON CORP | P | 2016-02-01 | 2017-05-16 | $214 | $171 | $43 | $43 |
| NEXTERA ENERGY INC. | P | 2014-12-02 | 2017-05-16 | $4,362 | $3,350 | $1,012 | $1,012 |
| AMGEN INC | P | 2017-02-10 | 2017-05-16 | $639 | $672 | -$33 | -$33 |
| BOEING CO | P | 2016-12-22 | 2017-05-16 | $2,189 | $1,887 | $302 | $302 |
| CROWN CASTLE INTL | P | 2017-02-17 | 2017-05-16 | $2,410 | $2,229 | $181 | $181 |
| FIFTH 3RD BANCORP | P | 2016-12-08 | 2017-05-16 | $11,248 | $12,172 | -$924 | -$924 |
| GOLDMAN SACHS | P | 2016-12-08 | 2017-05-16 | $11,261 | $11,980 | -$719 | -$719 |
| INGERSOLL-RAND PLC | P | 2016-12-08 | 2017-05-16 | $4,251 | $3,753 | $498 | $498 |
| JOHNSON & JOHNSON | P | 2017-02-17 | 2017-05-16 | $3,829 | $3,553 | $276 | $276 |
| MEDTRONIC PLC | P | 2017-02-10 | 2017-05-16 | $168 | $152 | $16 | $16 |
| NEXTERA ENERGY INC. | P | 2016-12-08 | 2017-05-16 | $136 | $117 | $19 | $19 |
| SENTINEL LTG DISTRIBUTION | P | 2016-12-31 | $292 | $292 | $292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,521 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,678 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,916,200 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054106 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $101,410 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,113,283 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047987 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $68,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,064,897 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032980 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,962,997 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037163 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,884,670 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026954 | DistributionYr5Rt |
| Total Distribution | 0.199190 | TotalDistributionRt |
| Average Distribution | 0.039838 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,937,814 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $77,199 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $215 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $77,414 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,000 | 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 | $215 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $215 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $145 | OverpaymentAmt |
| Applied To ES Tax | $145 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA L WALSH | IndividualWithBooksNm |
| Phone | 3368840410 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5869 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA I BAKER BEAHN | ||||||||
| PO BOX 467 | BLOWING ROCK | NC | 28605 | CHAIRMAN | 1.00 | $3,150 | $0 | $0 |
| RAYMOND BEAHN | ||||||||
| PO BOX 467 | BLOWING ROCK | NC | 28605 | PRESIDENT | 1.00 | $3,150 | $0 | $0 |
| PATRICIA WALSH | ||||||||
| PO BOX 5869 | HIGH POINT | NC | 27262 | SECRETARY/TREASURER | 10.00 | $0 | $0 | $0 |
| PATRICIA A CORBETT | ||||||||
| 4613 SELKIRK DRIVE | SNELLVILLE | GA | 30039 | TRUSTEE | 1.00 | $3,150 | $0 | $0 |
| RAYMOND BEAHN JR | ||||||||
| 8705 BUCKSKIN MANOR | DAVIE | FL | 33328 | VICE-PRESIDENT | 1.00 | $3,150 | $0 | $0 |
| HALEY BEAHN | ||||||||
| 8705 BUCKSKIN MANOR | DAVIE | FL | 33328 | TRUSTEE | 1.00 | $3,150 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,754,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,177 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,967,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,967,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,510 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,937,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,891 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,891 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $215 | TotalTaxAmt |
| Distributable Before Adj | $96,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $96,676 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $96,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $215 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $99,785 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $96,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $91,164 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $91,164 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,836 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $87,840 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE THEATRE | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| APPALACHAIN STATE UNIVERSITY FOUNDATION | |||||||
| ASU BOX 3205 | BOONE | NC | 28608 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $5,000 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| ATLANTA HUMANE SOCIETY | |||||||
| 981 HOWELL MILL ROAD NW | ATLANTA | GA | 30318 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| ATLANTA MISSION | |||||||
| PO BOX 1807 | ATLANTA | GA | 303049904 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| AVERY COUNTY HABITAT FOR HUMANITY | |||||||
| PO BOX 1016 | NEWLAND | NC | 28657 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| AVERY COUNTY HUMANE SOCIETY | |||||||
| 279 NEW VALE ROAD | NEWLAND | NC | 28657 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $5,000 |
| AVERY COUNTY RESCUE SQUAD | |||||||
| PO BOX 155 | ELK PARK | NC | 28622 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| BANNER ELK VOLUNTEER FIRE DEPARTMENT | |||||||
| 345 SHAWNEEHAW AVE S | BANNER ELK | NC | 28604 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| BLOWING ROCK CHARITY HORSE SHOW FOUNDATION | |||||||
| PO BOX 650 | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $5,000 |
| BLOWING ROCK COMMUNITY FOUNDATION | |||||||
| PO BOX 525 | BANNER ELK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $8,000 |
| BLOWING ROCK FIRE AND RESCUE | |||||||
| 8001 VALLEY BOULEVARD | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| CAMILLUS HOUSE | |||||||
| PO BOX 011829 | MIAMI | FL | 331011829 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| CENTER FOR GREAT APES | |||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $5,000 |
| CHARLOTTE HANS FOUNDATION | |||||||
| 10130 NORTHLAKE BLVD 212 | WEST PALM BEACH | FL | 33412 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| COMMUNITY CLUB OF BLOWING ROCK | |||||||
| PO BOX 166 | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| CORPUS CHRISTIE CATHOLIC CHURCH | |||||||
| 600 MOUNTAIN VIEW DR | STONE MOUNTAIN | GA | 30063 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| CROSSNORE SCHOOL | |||||||
| PO BOX 249 | CROSSNORE | NC | 28616 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| EVERGLADES OUTPOST WILDLIFE RESCUE | |||||||
| 35601 SW 192 AVENUE | HOMESTEAD | FL | 33034 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| FIRST CHRISTIAN CHURCH OF ATLANTA | |||||||
| 4532 LAVISTA ROAD | TUCKER | GA | 30084 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| FOOD BANK OF CENTRAL & EASTERN NC | |||||||
| 3808 TARHEEL DRIVE | RALEIGH | NC | 27609 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,500 |
| FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE | |||||||
| PO BOX 99608 | LAKEWOOD | WA | 98496 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| GEORGIA PUBLIC TV | |||||||
| 260 14TH ST NW | ATLANTA | GA | 30318 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| HIGH POINT ARTS COUNCIL | |||||||
| PO BOX 5526 | HIGH POINT | NC | 27262 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| HOLY CROSS CATHOLIC CHURCH | |||||||
| 616 S CHERRY ST | KERNERSVILLE | NC | 27284 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| HORSE HELPERS OF THE HIGH COUNTRY | |||||||
| 1199 ODES WILSON ROAD | ZIONVILLE | NC | 28698 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| HOSPICE OF THE PIEDMONT | |||||||
| 1801 WESTCHESTER DRIVE | HIGH POINT | NC | 27262 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| LEES-MCRAE COLLEGE | |||||||
| PO BOX 128 | BANNER ELK | NC | 28604 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,500 |
| LINVILLE CENTRAL RESCUE SQUAD | |||||||
| PO BOX 716 | NEWLAND | NC | 28657 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| PO BOX 227 | QUANTICO | VA | 221340227 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| MIAMI RESCUE MISSION | |||||||
| 2159 NW 1ST COURT | MIAMI | FL | 33127 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| OASIS | |||||||
| PO BOX 1591 | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| OCEAN ADVENTURES INC | |||||||
| 20810 SW 86TH AVE | MARION | FL | 33189 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SALVATION ARMY - BOONE | |||||||
| PO BOX 1568 | BOONE | NC | 286011568 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| SALVATION ARMY - MIAMI | |||||||
| PO BOX 350370 | MIAMI | FL | 33142 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SANDHILLS COMMUNITY COLLEGE FOUNDATION | |||||||
| 3395 AIRPORT RD | PINEHURST | NC | 28374 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $10,000 |
| SECOND HARVEST FOOD BANK OF NORTWEST NC | |||||||
| 3655 REED ST | WINSTONSALEM | NC | 27107 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| SPECIAL OLYMPICS | |||||||
| 2200 GATEWAY GENTRE BLVD STE 201 | MORRISVILLE | NC | 27560 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| ST JOSEPH'S CATHOLIC CHURCH | |||||||
| 8670 BYRON AVE | MIAMI BEACH | NC | 33141 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| ST JUDE'S CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| TEMPLE OF THE HIGH COUNTRY | |||||||
| PO BOX 2895 | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| THE BICYCLEMAN | |||||||
| 624 PLATINUM STREET | FAYETTEVILLE | NC | 28311 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| UNC TV | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGEL PARK | NC | 277094900 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 3550 BISCAYNE BLVD STE 603 | MIAMI | FL | 33137 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| WALTHOUR-MOSS FOUNDATION | |||||||
| 91A ALLENS POINT | MARION | MA | 02738 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,500 |
| WATAUGA COUNTY EMERGENCY RESCUE SQUAD | |||||||
| PO BOX 3487 | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| WATAUGA HUMANE SOCIETY | |||||||
| 196 PAUL CRITCHER DR | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $5,500 |
| WPBT2 | |||||||
| PO BOX 610002 | MIAMI | FL | 332610002 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| YELLOW MOUNTAIN ENTERPRISES | |||||||
| PO BOX 548 | NEWLAND | NC | 28657 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| YMCA OF AVERY COUNTY | |||||||
| PO BOX 707 | LINVILLE | NC | 28646 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| THE VILLAGE FOUNDATION | |||||||
| PO BOX 2716 | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| HANDY CAPABLE NETWORK | |||||||
| 415 N EDGEWORTH ST STE 175 | GREENSBORO | NC | 27401 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| BLUE RIDGE PARKWAY FOUNDATION | |||||||
| 717 S MARSHALL ST STE 105 B | WINSTONSALEM | NC | 27101 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| OPERATION WHEELCHAIR | |||||||
| 538 MAYVIEW ST | FAYETTEVILLE | NC | 28306 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| NCHJA | |||||||
| 4441 SIX FORKS RD STE 106-167 | RALEIGH | NC | 27609 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,500 |
| LADIES EMPOWERMENT AND ACTION PROGRAM | |||||||
| PO BOX 848 | MIAMI | FL | 33243 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| RONALD MCDONALD HOUSE OF ATLANTA | |||||||
| 795 N GATEWOOD RD NE | ATLANTA | GA | 30329 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $752 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,888 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,521 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,457 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHARRARD, MCGEE & CO., PA | CategoryTxt |
| Amt | $8,820 | Amt |
| Net Investment Income | $4,410 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENTS-ACCT 800 | $379,899 | $649,939 |
| INVESTMENTS-ACCT 778 | $280,498 | $309,686 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ONEAK PARTNERS | AT COST | $25,728 | $97,820 |
| SENTINAL BALANCED FUND | AT COST | $599,814 | $870,005 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK & BROKER'S FEES | $3,802 | $3,802 | $0 |
| MEALS | $72 | $36 | $0 |
| TRAVEL | $699 | $350 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,338 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,338 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,338 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,000 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2016 ESTIMATED TAX PAYMENTS | $360 | $0 | $0 |
| 2015 BALANCE DUE | $322 | $0 | $0 |