CHILDTRUST FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CHILDTRUST FOUNDATION (EIN 20-0477249)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-15
IRS object ID
201741359349101764
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)
Return2017-05-15T11:44:23-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BATCHELOR TILLERY & ROBERTS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13605 GLENWOOD AVENUE SUITE 350AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27612ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200477249EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHILDTRUST FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% INVESTORS MANAGEMENT CORPInCareOfNm
Business Name ControlCHILBusinessNameControlTxt
Phone9197819310PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15151 GLENWOOD AVE Suite 300AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27612ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEASTER A MAYNARDPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9197819310PhoneNum
Signature2017-05-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichelle W LemanskiPreparerPersonNm
PTINP00858709PTIN
Phone9197878212PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address204.16.136.178IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id69791020171355000011FederalOriginalSubmissionId
Federal Original Submission Id2017-05-15FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id33E8FEA6AD9B4F7FAF8D2BAB6333C3A4035EA089AtSubmissionCreationDeviceId
At Submission Filing Device Id33E8FEA6AD9B4F7FAF8D2BAB6333C3A4035EA089AtSubmissionFilingDeviceId
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$15,637,448FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,000,939ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$65InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$65InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$153,264DividendsRevAndExpnssAmt
Dividends Net Invst Incm$153,264DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$519,282NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,380,468GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$979,047CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,673,550TotalRevAndExpnssAmt
Total Net Invst Incm$1,132,376TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$11,435TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$1,546TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$5,173OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,011OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$18,154TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,011TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,002,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,342,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,021,104TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,011TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,342,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,652,446ExcessRevenueOverExpensesAmt
Net Investment Income$1,129,365NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,636,384CashBOYAmt
Sav And Temp Cash Invst EOY$1,667,720SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,667,720SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY-$17,196PrepaidExpensesBOYAmt
Corporate Stock BOY$3,308,343CorporateStockBOYAmt
Corporate Stock EOY$5,556,252CorporateStockEOYAmt
Corporate Stock EOYFMV$6,627,061CorporateStockEOYFMVAmt
Other Investments EOY$7,022,311OtherInvestmentsEOYAmt
Other Investments EOYFMV$7,342,667OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,927,531TotalAssetsBOYAmt
Total Assets EOY$14,246,283TotalAssetsEOYAmt
Total Assets EOYFMV$15,637,448TotalAssetsEOYFMVAmt
Accounts Payable EOY$6,306AccountsPayableEOYAmt
Grants Payable BOY$440,000GrantsPayableBOYAmt
Grants Payable EOY$100,000GrantsPayableEOYAmt
Total Liabilities BOY$440,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$106,306TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$11,487,531UnrestrictedBOYAmt
Unrestricted EOY$14,139,977UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$11,487,531TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,139,977TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,927,531TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,246,283TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,487,531TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,652,446ExcessRevenueOverExpensesAmt
Subtotal$14,139,977SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,139,977TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property30,000 SHS BB&T CORPPropertyDesc
How AcquiredDHowAcquiredCd
Sold2016-12-07SoldDt
Gross Sales Price$1,380,468GrossSalesPriceAmt
Cost Or Other Basis$293,265CostOrOtherBasisAmt
Gain Or Loss$1,087,203GainOrLossAmt
Gains Minus Excess Or Losses$1,087,203GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$979,047CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,210,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,284,901NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.107267DistributionYr1Rt
Adjusted Qlfy Distri Yr2$430,195AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$10,848,098NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039656DistributionYr2Rt
Adjusted Qlfy Distri Yr3$354,122AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,501,116NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.037272DistributionYr3Rt
Adjusted Qlfy Distri Yr4$464,522AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,722,705NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053254DistributionYr4Rt
Adjusted Qlfy Distri Yr5$108,364AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,992,352NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.015498DistributionYr5Rt
Total Distribution0.252947TotalDistributionRt
Average Distribution0.050589AverageDistributionRt
Net Vl Noncharitable Assets$12,241,514NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$619,286AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11,294NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$630,580AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,342,950QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$11,294InvestmentIncomeExciseTaxAmt
Subtotal$11,294SubtotalAmt
Tax Based On Investment Income$11,294TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,129EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,129TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$141EsPenaltyAmt
Tax Due$6,306TaxDueAmt

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
Org Report Or Register StateNCOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1INVESTORS MANAGEMENT CORPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9196537499PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1801 N WEST STREETAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27603ZIPCd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES H MAYNARD
5151 GLENWOOD AVERALEIGHNC27612PRESIDENT 1 HOUR0$0$0$0
EASTER A MAYNARD
5151 GLENWOOD AVERALEIGHNC27612VICE PRESIDENT 5 HOURS0$0$0$0
RICHARD A URQUHART III
5151 GLENWOOD AVERALEIGHNC27612TREASURER 1 HOUR0$0$0$0
RONALD M BARBEE
5151 GLENWOOD AVERALEIGHNC27612SECRETARY 3 HOURS0$0$0$0
THEODORE M FOWLER
5151 GLENWOOD AVERALEIGHNC27612DIRECTOR < 1 HOUR0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,144,400AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$940,866AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,342,667FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,427,933TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,427,933AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$186,419CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,241,514NetVlNoncharitableAssetsAmt
Minimum Investment Return$612,076MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$612,076MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,294TaxBasedOnInvestmentIncomeAmt
Total Tax$11,294TotalTaxAmt
Distributable Before Adj$600,782DistributableBeforeAdjAmt
Distributable Before Ded$600,782DistributableBeforeDedAmt
Distributable As Adjusted$600,782DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,342,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,342,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$11,294PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,331,656AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$600,782DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr1$243,626ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$243,626TotalExcessDistributionCyovAmt
Qualifying Distributions$1,342,950QualifyingDistributionsAmt
Applied To Current Year$600,782AppliedToCurrentYearAmt
Remaining Distri From Corpus$742,168RemainingDistriFromCorpusAmt
Total Corpus$985,794TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$985,794ExcessDistriCyovToNextYrAmt
Excess From Year1$243,626ExcessFromYear1Amt
Excess From Current Year$742,168ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NC NEW SCHOOLS INC
4600 MARRIOTT DRIVE SUITE 510RALEIGHNC27612PCDEVELOP AND SUPPORT INNOVATION$40,000
FRIENDS OF NC STATE MUSEUM OF NATURAL SCIENCES
11 WEST JONES STREETRALEIGHNC27601PCSUPPORT PROGRAM EVENTS, EXHIBITS & RESEARCH$50,000
KIDZNOTES
1309 HALLEY STREETDURHAMNC27707PCMUSIC PROGRAM THAT ENGAGES STUDENTS PRE-KINDERGARTEN - 12TH GRADE$15,000
NC THEATRE
1 EAST SOUTH STREETRALEIGHNC27601PCASPIRING YOUNG PERFORMERS AND UNDERPRIVILEGED AUDIENCES$10,000
TEACH FOR AMERICA INC
315 WEST 36TH STREETNEW YORKNY10018PCTEACHERS FOR UNDER-RESOURCED SCHOOLS$40,000
PUBLIC SCHOOL FORUM OF NC INC
3739 NATIONAL DRIVE SUITE 100RALEIGHNC27612PCSHAPE A WORLD-CLASS PUBLIC EDUCATION$54,200
PLACE OF POSSIBILITES INC
1144 HEXLENA ROADAULANDERNC27805PCJOB TRAINING, LITERACY AND HEALTH AWARENESS$50,000
READ AND FEED
193 HIGH HOUSE ROADCARYNC27511PCBRIDGE THE GAPS OF READING DEFICIENCIES FOR LOW INCOME STUDENTS$50,000
SAFECHILD
864 WEST MORGAN STREETRALEIGHNC27603PCCHILD ABUSE PREVENTION$15,000
CAROLINA BALLET INC
3401-131 ATLANTIC AVENUERALEIGHNC27604PCBRINGING ART TO THOUSANDS OF STUDENTS EACH YEAR$15,000
STEP UP MINISTRIES
1701 OBERLIN ROADRALEIGHNC27608PCTRANSFORMING PEOPLES LIVES THROUGH EMPLOYMENT AND LIFE SKILLS TRAINING$50,000
HOPE ELEMENTARY SCHOOL
1116 NORTH BLOUNT STREETRALEIGHNC27604PCEDUCATIONAL INSTITUTION$20,000
WAKE EDUCATION PARTNERSHIP
706 HILLSBOROUGH STREET SUITE ARALEIGHNC27603PCCOLLABORATE THE COMMUNITY WITH THE WAKE COUNTY PUBLIC SCHOOL SYSTEM$35,000
HOPE REINS OF RALEIGH
8420 WAKE FOREST HIGHWAYRALEIGHNC27613PCGIVING SESSIONS WITH LEADERS AND EQUINE COUNSELORS$5,000
BIG BROTHERS BIG SISTERS OF THE TRIANGLE
909 AVIATION PARKWAY SUITE 1500MORRISVILLENC27560PCPROVIDE CHILDREN FACING ADVERSITY WITH STRONG RELATIONSHIPS$25,000
BOYS AND GIRLS CLUB OF WAKE COUNTY INC
721 NORTH RALEIGH BOULEVARDRALEIGHNC27610PCDESIGNED SOLELY FOR YOUTH DEVELOPMENT PURPOSES$30,000
TRIANGLE LITERACY COUNCIL INC
916 WEST MORGAN STREETRALEIGHNC27603PCONE-ON-ONE TUTORING FOR YOUTH$25,000
CORRAL RIDING ACADEMY
3620 KILDARE FARM ROADCARYNC27518PCA RIDING ACADEMY FOR GIRLS IN EMOTIONAL OR BEHAVIORAL CRISIS$12,000
NC CHILD
3109 POPLARWOOD COURT SUITE 300RALEIGHNC27604PCENSURE CHILDREN HAVE ACCESS TO HEALTH CARE AND EDUCATION$35,000
PREVENT CHILD ABUSE NC INC
3716 NATIONAL DRIVE SUITE 118RALEIGHNC27612PCPREVENT ABUSE AND NEGLECT OF OUR NATION'S CHILDREN$50,000
GIRL SCOUTS NC COASTAL PINES INC
6901 PINECREST ROADRALEIGHNC27613PCBUILDING GIRLS OF COURAGE, CONFIDENCE, AND CHARACTER$30,000
NC EARLY CHILDHOOD FOUNDATION INC
907 GLENWOOD AVENUERALEIGHNC27605PCACHIEVE LASTING CHANGE IN THE WELL-BEING AND EDUCATION OF YOUNG CHILDREN$60,000
NURSE FAMILY PARTNERSHIP
10 SUNNYBROOK ROADRALEIGHNC27610PCREGISTERED NURSES SUPPORT FIRST-TIME MOTHERS$25,000
TRIANGLE COMMUNITY FOUNDATION
PO BOX 12729DURHAMNC27709PCENHANCE THE LIVES OF TRIANGLE RESIDENTS NOW AND FOR THE FUTURE$1,000
THE YMCA OF THE TRIANGLE AREA
801 CORPORATE CENTER DRIVE SUITE 2RALEIGHNC27607PCPUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD SPIRIT, MIND, AND BODY$25,000
FRANK P GRAHAM CHILD DEVELOPMENT INSTITUTE UNC
CB 8180CHAPEL HILLNC27599PCENHANCE THE LIVES OF CHILDREN AND FAMILIES THROUGH RESEARCH, TECHNICAL ASSISTANCE, PROFESSIONAL DEVELOPMENT, AND IMPLEMENTATION SCIENCE$5,000
UNLIMITED CARE INC
PO BOX 833WILLIAMSTONNC27892PCPROVIDE THE HIGHEST QUALITY COMPASSIONATE HEALTH CARE TO PEOPLE IN NEED$11,750
NC BUSINESS LEADERS FOR EDUCATION
100 SAS CAMPUS DRIVE BUILDING TCARYNC27513PCSUPPORTS THE LINK BETWEEN EDUCATION AND ECONOMIC WELL-BEING$53,000
SHAW UNIVERSITY
118 EAST SOUTH STREETRALEIGHNC27601PCADVANCE KNOWLEDGE AND FACILITATE STUDENT LEARNING AND ACHIEVEMENT$15,000
EDUCATIONNC
PO BOX 1636RALEIGHNC27602PCEXPAND EDUCATIONAL OPPORTUNITIES FOR ALL CHILDREN IN NC$25,000
REACH OUT AND READ INC
89 SOUTH STREETBOSTONMA02111PCINCORPORATES BOOKS INTO PEDIATRIC CARE & ENCOURAGES FAMILIES TO READ ALOUD TOGETHER$51,000
INSTITUTE FOR EMERGING ISSUES NCSU
1070 PARTNERS WAYRALEIGHNC27606PCADDRESS NC'S MOST PRESSING CHALLENGES IN EDUCATION, ECONOMY, HEALTH, AND ENVIRONMENT$15,000
JAMIE KIRK HAHN FOUNDATION
105 BROOKS AVENUERALEIGHNC27607PCCONNECT AND DEVELOP EMERGING LEADERS AND SOLUTIONS TARGETING ISSUES OF POVERTY, HUNGER, FOOD, AND EDUCATION$50,000
CAMP CORRAL
5151 GLENWOOD AVENUERALEIGHNC27612PCPROVIDE MEANINGFUL CAMP EXPERIENCES$350,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,342,950TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIENDS OF NC STATE MUSEUM OF NATURAL SCIENCES
11 WEST JONES STREETRALEIGHNC27601PCSUPPORT PROGRAM EVENTS, EXHIBITS AND RESEARCH$50,000
PUBLIC SCHOOL FORUM OF NC INC
3739 NATIONAL DRIVE SUITE 100RALEIGHNC27612PCSHAPE A WORLD-CLASS PUBLIC SCHOOL EDUCATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$100,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$153,264ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$519,282ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$672,611ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$672,611TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonINVESTORS MANAGEMENT CORPORATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1801 N WEST STREETAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27603ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,000,939TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
115,150 SHS BB&T CORP$710,9892016-12-16
120,000 SHS JPMORGAN CHASE $ CO$1,711,8002016-12-16
110,000 SHS STARBUCKS CORP$578,1502016-12-16

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCKS
75,150 SHS BB&T CORP$2,724,390$3,533,553
20,000 SHS JPMORGAN CHASE & CO$1,711,800$1,725,800
3,179 SHS LAWSON PRODUCTS$70,019$75,660
6,300 SHS PNC FINANCIAL SRVCS$471,893$736,848
10,000 SHS STARBUCKS CORP$578,150$555,200

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFINANCIAL ASCENT TE LMTD PRTNRCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$7,022,311BookValueAmt
EOYFMV$7,342,667EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FINANCIAL ASCENT TE LMTD PRTNR$3,011$3,011
NETWORK ASSOCIATION DUES$2,130
BANK SERVICES CHARGES$32

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$11,435Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.