BETA

THE Z V PATE FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE Z V PATE FOUNDATION INC (EIN 56-1469816)
Tax period
2016-07-01 to 2017-06-30
Filed
2017-09-29
IRS object ID
201702729349100505
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-09-29T10:58:06-04:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560731535PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1S PRESTON DOUGLAS & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2339AddressLine1Txt
CityLUMBERTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP283592339ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN561469816EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ZV PATE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlZVPABusinessNameControlTxt
Phone9104622122PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 159AddressLine1Txt
CityLAUREL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28351ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRADLEY M WILLIAMSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9104622122PhoneNum
Signature2017-09-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L GRISSOM JRPreparerPersonNm
PTINP00116611PTIN
Phone9107397523PhoneNum
Preparation2017-09-21PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id2AF561AED5CF417DF4A8F4480DC7452C8E7912DAAtSubmissionCreationDeviceId
At Submission Filing Device IdBB858BA31F04699E906BF4765556342F31FF276DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,092,926FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,328ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$54InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$54InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$54InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$29,092DividendsRevAndExpnssAmt
Dividends Net Invst Incm$29,092DividendsNetInvstIncmAmt
Dividends Adj Net Incm$29,092DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$25,062NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$95,787GrossSalesPriceAmt
Total Rev And Expnss$79,536TotalRevAndExpnssAmt
Total Net Invst Incm$29,146TotalNetInvstIncmAmt
Total Adj Net Incm$29,146TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$3,290AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,290AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$3,290AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,290AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$395TaxesRevAndExpnssAmt
Taxes Net Invst Incm$395TaxesNetInvstIncmAmt
Taxes Adj Net Incm$395TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$395TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,869OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,869OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$9,869OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$9,869OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,554TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,554TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$13,554TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,554TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$83,625ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$83,625ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$97,179TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,554TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$13,554TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$97,179TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,643ExcessRevenueOverExpensesAmt
Net Investment Income$15,592NetInvestmentIncomeAmt
Adjusted Net Income$15,592AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$71,057CashBOYAmt
Cash EOY$96,445CashEOYAmt
Cash EOYFMV$96,445CashEOYFMVAmt
Corporate Stock BOY$558,267CorporateStockBOYAmt
Corporate Stock EOY$515,236CorporateStockEOYAmt
Corporate Stock EOYFMV$996,481CorporateStockEOYFMVAmt
Total Assets BOY$629,324TotalAssetsBOYAmt
Total Assets EOY$611,681TotalAssetsEOYAmt
Total Assets EOYFMV$1,092,926TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$629,324RetainedEarningBOYAmt
Retained Earning EOY$611,681RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$629,324TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$611,681TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$629,324TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$611,681TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$629,324TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,643ExcessRevenueOverExpensesAmt
Subtotal$611,681SubtotalAmt
Tot Net Ast Or Fund Balances EOY$611,681TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$99,535AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$901,044NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.110466DistributionYr1Rt
Adjusted Qlfy Distri Yr2$105,993AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$985,331NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.107571DistributionYr2Rt
Adjusted Qlfy Distri Yr3$100,435AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$935,257NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.107388DistributionYr3Rt
Adjusted Qlfy Distri Yr4$94,935AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$807,964NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.117499DistributionYr4Rt
Adjusted Qlfy Distri Yr5$101,608AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$691,192NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.147004DistributionYr5Rt
Total Distribution0.589928TotalDistributionRt
Average Distribution0.117986AverageDistributionRt
Net Vl Noncharitable Assets$1,039,507NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$122,647AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$156NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$122,803AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$97,179QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$312InvestmentIncomeExciseTaxAmt
Subtotal$312SubtotalAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
Tax Due$312TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRADLEY M WILLIAMSIndividualWithBooksNm
Phone9104622122PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 159AddressLine1Txt
CityLAUREL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28351ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Business Name Line2BusinessName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID L BURNS
DAVID L BURNSPO BOX 159PO BOX 159LAUREL HILLNC28351PRESIDENT000.00$0$0$0
CAROLYN P PAUL
CAROLYN P PAULPO BOX 159PO BOX 159LAUREL HILLNC28351SECRETARY000.00$0$0$0
BRADLEY M WILLIAMS
BRADLEY M WILLIAMSPO BOX 159PO BOX 159LAUREL HILLNC28351TREASURER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$992,690AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$62,647AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,055,337TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,055,337AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,830CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,039,507NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,975MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,975MinimumInvestmentReturnAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
Total Tax$312TotalTaxAmt
Distributable Before Adj$51,663DistributableBeforeAdjAmt
Distributable Before Ded$51,663DistributableBeforeDedAmt
Distributable As Adjusted$51,663DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$97,179ExpensesAndContributionsAmt
Qualifying Distributions$97,179QualifyingDistributionsAmt
Adjusted Qualifying Distri$97,179AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,663DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$67,296ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$54,774ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,950ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$57,164ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$54,875ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$288,059TotalExcessDistributionCyovAmt
Qualifying Distributions$97,179QualifyingDistributionsAmt
Applied To Current Year$51,663AppliedToCurrentYearAmt
Remaining Distri From Corpus$45,516RemainingDistriFromCorpusAmt
Total Corpus$333,575TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$67,296ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$266,279ExcessDistriCyovToNextYrAmt
Excess From Year4$54,774ExcessFromYear4Amt
Excess From Year3$53,950ExcessFromYear3Amt
Excess From Year2$57,164ExcessFromYear2Amt
Excess From Year1$54,875ExcessFromYear1Amt
Excess From Current Year$45,516ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID L BURNSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1ZV PATE FOUNDATION INCAddressLine1Txt
Address Line2PO BOX 159AddressLine2Txt
CityLAUREL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28351ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9104622122RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE SUBMITTED IN WRITTEN FORM, INCLUDING IDENTIFICATION OF APPLICANT, TYPE OF ORGANIZATION, AMOUNT REQUESTED, DESCRIPTION OF USE OF THE FUNDSFormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS ARE ACCEPTED AT ANYTIMESubmissionDeadlinesTxt
Restrictions On AwardsAWARDS ARE LIMITED TO THE SOUTHEASTERN UNITED STATES AREA. ORGANIZATIONS ARE NOTIFIED WITHIN SIXTY DAYS AS TO APPROVAL OR REJECTIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
AMERICAN CANCER SOCIETY13291 WESLEYAN DRIVE13291 WESLEYAN DRIVELAURINBURGNC28352NONEMEDICAL$1,000
BOY SCOUTS OF AMERICA
BOY SCOUTS OF AMERICAPO BOX 7156PO BOX 7156WILMINGTONNC28406NONECOMMUNITY$7,950
CARVER MIDDLE SCHOOL
CARVER MIDDLE SCHOOL18601 FIELDCREST RD18601 FIELDCREST RDLAUREL HILLNC28351NONEEDUCATIONAL$300
CENTRAL NC COUNCIL RICHIMOND DIST
CENTRAL NC COUNCIL RICHIMOND DISTPO BOX 250 ALBERMARIEPO BOX 250 ALBEMARIEALBEMARIENC28001NONECOMMUNITY$475
CHRIST CHURCH CHARLOTTE
CHRIST CHURCH CHARLOTTE1412 PROVIDENCE ROAD1412 PROVIDENCE ROADCHARLOTTENC28207NONERELIGIOUS$1,000
FAITH PRESBYTERIAN CHURCH
FAITH PRESBYTERIAN CHURCH11901 HASTY RD11901 HASTY RDLAURINBURGNC28352NONERELIGIOUS$100
HOSPICE OF SCOTLAND CO
HOSPICE OF SCOTLAND COUNTYPO BOX 1033PO BOX 1033LAURINBURGNC28353NONEMEDICAL$1,000
LAURINBURG PRESBYTERIAN CHURCH
LAURINBURG PRESBYTERIAN CHURCH600 WEST CHURCH STREET600 WEST CHURCH STREETLAURINBURGNC28352NONERELIGIOUS$1,000
RCC FOUNDATION INC
RCC FOUNDATION INCPO BOX 1189PO BOX 1189HAMLETNC28345NONECOMMUNITY$1,000
RICHMOND COUNTY HOSPICE
RICHMOND COUNTY HOSPICEPO BOX 2136PO BOX 2136ROCKINGHAMNC28379NONEMEDICAL$2,000
SAINT LUKE UMC
SAINT LUKE UMC1501 TURNPIKE ROAD1501 TURNPIKE ROADLAURINBURGNC28352NONERELIGIOUS$100
SCOTLAND COUNTY BAND BOOSTERS
SCOTLAND COUNTY BAND BOOSTERS100 WEST CHURCH ST100 WEST CHURCH STLAURINBURGNC28352NONEEDUCATIONAL$1,000
SCOTLAND COUNTY LITERARY COUNCIL
SCOTLAND COUNTY LITERARY COUNCILPO BOX 922PO BOX 922LAURINBURGNC28352NONECOMMUNITY$200
SCOTLAND HIGH SCHOOL ATHLECTIC
SCOTLAND HIGH SCHOOL ATHLETIC11780 MCCOLL RD11780 MCCOLL RDLAURINBURGNC28352NONEEDUCATIONAL$2,500
SCOTLAND MEMORIAL FOUNDAT
SCOTLAND MEMORIAL FOUNDATION500 LAUCHWOOD DRIVE500 LAUCHWOOD DRIVELAURINBURGNC28352NONEMEDICAL$2,500
ST ANDREWS PRESBYTERIAN C
ST ANDREWS PRESBYTERIAN COLLEGE1700 DOGWOOD MILE1700 DOGWOOD MILELAURINBURGNC28352NONEEDUCATION$50,000
UNITED WAY OF ROBESON COUNTY
UNITED WAY OF ROBESON COUNTY2512-A FAYETTEVILLE RD2512-A FAYETTEVILLE RDLUMBERTONNC28358NONECOMMUNITY$500
UNITED WAY OF SCOTLAND CO
UNITED WAY OF SCOTLAND COUNTYPO BOX 742PO BOX 742LAURINBURGNC28353NONECOMMUNITY$10,000
W ROCKINGHAM METHODIST CHURCH
W RCKINGHAM MEHODIST CHURCH217 WEST US HWY 74217 WEST US HWY 74ROCKINGHAMNC28379NONERELIGIOUS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$83,625TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$54RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$29,092RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$25,062RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$54,208RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,208TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST EARNED ON FUNDS INVESTED FOR CHARITABLE PURPOSES
4DIVIDENDS EARNED ON FUNDS INVESTED FOR CHARITABLE PURPOSES
8GAIN (LOSS) - SALE OF INVSTMTS USED FOR CHARITABLE PURPOSE

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SINCLAIR FARMS INC
1PO BOX 159LAUREL HILLNC28351$5,796Yes (X)
SWINK-QUALITY OIL
2PO BOX 159LAUREL HILLNC28351$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,290Amt
Net Investment Income$3,290NetInvestmentIncomeAmt
Adjusted Net Income$3,290AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,290DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (17 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
HATTERAS2012-10PURCHASE2016-07$2,460$4,032-$1,572
MICROSOFT2013-06PURCHASE2016-08$2,889$1,193$1,696
FLOWERS FOOD2015-12PURCHASE2016-08$7,505$10,990-$3,485
CISCO SYSTEMS2005-01PURCHASE2016-08$3,088$1,869$1,219
BABCOCK & WILCOX2014-08PURCHASE2016-08$3,696$3,662$34
MICROSOFT2013-06PURCHASE2016-10$3,013$1,193$1,820
FREEPORT-MCMORAN2002-05PURCHASE2016-10$4,866$5,130-$264
NUCOR CORPORATION2011-08PURCHASE2016-11$37,195$20,471$16,724
ANNALY CAPITAL MANAGEMENT2012-10PURCHASE2016-11$5,302$8,973-$3,671
WELLS FARGO1970-12PURCHASE2016-12$5,584$737$4,847
AMERICAN CAPITALO MERGER ARES CAPITA2013-05PURCHASE2017-01$12,156$7,247$4,909
TEMPLETON EMERGING2013-07PURCHASE2017-01$1,927-$1,927
WESTERN ASSET VARIABLE FUND2013-06PURCHASE2017-01$260-$260
UNUM/PROVIDENTCORPORATION2003-07PURCHASE2017-02$1,759$463$1,296
KOREA FUND L/T2008-12PURCHASE2017-06$1,383$704$679
MICROSOFT L/T2003-06PURCHASE2017-06$3,443$1,193$2,250
DU PONT L/T2006-01PURCHASE2017-06$1,448$681$767

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CAPITAL LTD
AMGEN$13,300$38,752
ANTHEM INC$10,505$47,409
BABOCK & WILCOX
BANK OF NEW YORK MELLON$13,552$27,296
BWX TECHNOLOGY$9,213$21,938
CABELA'S$5,502$20,143
CHEVRONTEXACO$10,132$23,996
CISCO$20,134$34,430
COCA-COLA CO$13,264$22,604
DUPONT$18,891$40,355
EL DORADO GOLD CORP LTD FG$8,385$3,960
FLOWERS FOODS INC
FREEPORT MCMORAN
GABELLI$15,585$32,992
GE$16,919$16,206
GOLDMAN SACS$9,955$11,835
GOOGLE$10,288$49,637
HATTERAS FINANCIAL CORP
HOME DEPOT$5,227$35,129
JAPAN SMALLER CAPITALIZATION$12,141$16,359
JOHNSON & JOHNSON$17,356$38,496
KOREA$4,310$7,848
LOCORR MANAGED FUTURES$32,422$31,568
MERCK & CO INC$24,696$36,852
MICROSOFT$20,613$51,698
MORGAN STANLEY SERIES A$12,394$14,196
NATIONAL OILWELL$2,382$9,684
NUCOR
PIONEER NATURAL$3,252$25,373
TEMPLETON DRAGON$9,728$14,966
TEMPLETON EMERGING MARKETS INCOME$36,544$33,660
TRIANGLE CAPITAL CORP$14,671$14,977
UNDISCOVERED EMERGING BEHAVIORAL$31,503$35,853
UNUM GROUP$11,273$40,288
WAL-MART$13,034$20,207
WELLS FARGO$13,745$49,869
WESTERN ASSET VARIABLE$22,344$23,314
WORLD POINT TERMINALS$16,500$17,280
ARES CAPITAL CORP$9,507$9,484
DEERE & COMPANY$2,436$37,077
EXXON MOBILE$459$17,761
FASTENAL CO$4,385$4,484
HANESBRANDS INC$18,689$18,505

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$9,869$9,869$9,869$9,869

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
US TREASURY$392$392$392$392
FOREIGN TAXES WITHHELD$3$3$3$3

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