WILLIAM HAROLD SMITH CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM HAROLD SMITH CHARITABLE TR (EIN 56-6526359)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201711319349101971
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T13:36:42-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561319330 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALFRED M SHIVER CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 EAST COURT STREET | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566526359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM HAROLD SMITH CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8286529443 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 AIRPORT ROAD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT SMITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8286529443 | PhoneNum |
| Signature | 2017-05-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFRED M SHIVER CPA | PreparerPersonNm |
| PTIN | P00182145 | PTIN |
| Phone | 8286527319 | PhoneNum |
| Preparation | 2017-05-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 8D5F92D9B0498CD19A65F1A443EABB1E66CDC983 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CE2DD42387BB6EE883EA6929C773998C216C1607 | 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 | $5,025,848 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $210,131 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $210,131 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,594 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,594 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $27,200 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $27,200 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $17,847 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $187,734 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $677 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,307 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $273,685 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $268,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,420 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,420 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,685 | AccountingFeesChrtblPrpsAmt |
| Occupancy Rev And Expnss | $2,227 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $2,227 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,353 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,458 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $323,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $313,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,249 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,593 | CashBOYAmt |
| Cash EOY | $7,799 | CashEOYAmt |
| Cash EOYFMV | $7,799 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,715 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,796 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,796 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $231,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $230,938 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $349,804 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,947,386 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,915,028 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,228,039 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $421,410 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $41,608 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $389,155 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $379,802 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $421,410 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,601,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,552,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,025,848 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,601,885 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,552,363 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,601,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,552,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,601,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,552,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,601,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,522 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,552,363 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,552,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $677 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $319,293 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,080,821 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062843 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $293,576 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,141,331 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057101 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $289,785 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,995,891 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058005 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $295,376 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,069,499 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058265 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $287,746 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,727,688 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060864 | DistributionYr5Rt |
| Total Distribution | 0.297078 | TotalDistributionRt |
| Average Distribution | 0.059416 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,075,825 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,585 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,592 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $304,177 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $313,890 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,592 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,592 | SubtotalAmt |
| Tax Based On Investment Income | $2,592 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,016 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,016 | TotalPaymentsAndCreditsAmt |
| Overpayment | $424 | OverpaymentAmt |
| Applied To ES Tax | $424 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MATT SMITH | IndividualWithBooksNm |
| Phone | 8286529443 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 AIRPORT RD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATT SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 AIRPORT RD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $35,420 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INDIVIDUALS AND MCDOWELL TECHNICAL COMMUNITY COLLEGE WERE GIVEN SCHOLARSHIPS AMOUNTING TO 257,100 ADMINISTRATIVE EXPENSES 56,790 | Description1Txt |
| Expenses1 | $313,890 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,616,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $421,410 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,153,122 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,153,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,297 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,075,825 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $253,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $253,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,592 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,592 | TotalTaxAmt |
| Distributable Before Adj | $251,199 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $251,199 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $251,199 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $313,890 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $313,890 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,592 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $311,298 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $251,199 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $31,780 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,618 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $42,133 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,620 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $190,151 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $313,890 | QualifyingDistributionsAmt |
| Applied To Current Year | $251,199 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,691 | RemainingDistriFromCorpusAmt |
| Total Corpus | $252,842 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $252,842 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,780 | ExcessFromYear4Amt |
| Excess From Year3 | $45,618 | ExcessFromYear3Amt |
| Excess From Year2 | $42,133 | ExcessFromYear2Amt |
| Excess From Year1 | $70,620 | ExcessFromYear1Amt |
| Excess From Current Year | $62,691 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MATT SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 AIRPORT RD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8286529443 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 2 EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHED APPLICATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED | |||||||
| SEE ATTACHED | SEE ATTACHED | NC | 28752 | NONE | INDIVIDUAL | SCHOLARSHIPS COLLEGE | $166,000 |
| MCDOWELL TECHNICAL COLLEGE | |||||||
| 54 COLLEGE DRIVE | MARION | NC | 28752 | NONE | COLLEGE | SCHOLARSHIP | $91,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,131 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,594 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $17,847 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,453 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| DUKE ENERGY/LEHMAN | 14 | $73 |
| LEHMAN LIQUIDATION BANKRUPTCY | 14 | $4,234 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $264,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $264,332 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALFRED M. SHIVER PA, CPA TAX PRE | CategoryTxt |
| Amt | $3,685 | Amt |
| Disbursements Charitable Prps | $3,685 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | RAYMOND JAMES | AssetDesc |
| Acquired | 2012-01 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2016-06 | SoldDt |
| Gross Sales Price | $187,057 | GrossSalesPriceAmt |
| Basis | $186,281 | BasisAmt |
| Total Net | $776 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS-RAYMOND JAMES | BondNm |
| EOY Book Value | $3,915,028 | EOYBookValueAmt |
| EOYFMV | $4,228,039 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYMOND JAMES -REIT | $63,175 | $85,896 |
| RAYMOND JAMES-STOCKS | $167,763 | $263,908 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HOUSE LAND | CategoryOrItemTxt |
| Cost Or Other Basis | $421,410 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $41,608 | AccumulatedDepreciationAmt |
| Book Value | $379,802 | BookValueAmt |
| EOYFMV | $421,410 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENTAL HOUSES MCDOWELL CO | |||
| INVESTMENT DEPRECIATION | $9,353 | $9,353 | |
| EXPENSES | |||
| OFFICE SUPPLIES | $1,904 | $1,940 | |
| ADMINISTRATIVE EXPENSE | $4,892 | $4,892 | |
| RENTAL HOUSE EXPENSES | $8,626 | $8,626 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| DUKE ENERGY/LEHMAN | $73 |
| LEHMAN LIQUIDATION BANKRUPTCY | $4,234 |
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