BETA

THE Z V PATE FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE Z V PATE FOUNDATION INC (EIN 56-1469816)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-10-21
IRS object ID
201632959349100703
Schema version
2015v2.1
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)
Return2016-10-21T14:31:27-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

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
Signature2016-10-04SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L GRISSOM JRPreparerPersonNm
PTINP00116611PTIN
Phone9107397523PhoneNum
Preparation2016-10-04PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$954,609FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$61,631ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$31,541DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,541DividendsNetInvstIncmAmt
Dividends Adj Net Incm$31,541DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$53,759NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$130,069GrossSalesPriceAmt
Total Rev And Expnss$39,417TotalRevAndExpnssAmt
Total Net Invst Incm$31,545TotalNetInvstIncmAmt
Total Adj Net Incm$31,545TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,369AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,369AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,369AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,369AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$441TaxesRevAndExpnssAmt
Taxes Net Invst Incm$441TaxesNetInvstIncmAmt
Taxes Adj Net Incm$441TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$441TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,125OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,125OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$9,125OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$9,125OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,935TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,935TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$11,935TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,935TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,535TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,935TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$11,935TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$99,535TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$60,118ExcessRevenueOverExpensesAmt
Net Investment Income$19,610NetInvestmentIncomeAmt
Adjusted Net Income$19,610AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$67,182CashBOYAmt
Cash EOY$71,057CashEOYAmt
Cash EOYFMV$71,057CashEOYFMVAmt
Corporate Stock BOY$622,260CorporateStockBOYAmt
Corporate Stock EOY$558,267CorporateStockEOYAmt
Corporate Stock EOYFMV$883,552CorporateStockEOYFMVAmt
Total Assets BOY$689,442TotalAssetsBOYAmt
Total Assets EOY$629,324TotalAssetsEOYAmt
Total Assets EOYFMV$954,609TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$689,442RetainedEarningBOYAmt
Retained Earning EOY$629,324RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$689,442TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$629,324TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$689,442TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$629,324TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$689,442TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$60,118ExcessRevenueOverExpensesAmt
Subtotal$629,324SubtotalAmt
Tot Net Ast Or Fund Balances EOY$629,324TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$105,993AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$985,331NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.107571DistributionYr1Rt
Adjusted Qlfy Distri Yr2$100,435AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$935,257NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.107388DistributionYr2Rt
Adjusted Qlfy Distri Yr3$94,935AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$807,964NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.117499DistributionYr3Rt
Adjusted Qlfy Distri Yr4$101,608AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$691,192NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.147004DistributionYr4Rt
Adjusted Qlfy Distri Yr5$145,610AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$691,597NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.210542DistributionYr5Rt
Total Distribution0.690004TotalDistributionRt
Average Distribution0.138001AverageDistributionRt
Net Vl Noncharitable Assets$901,044NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$124,345AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$196NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$124,541AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$99,535QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$392InvestmentIncomeExciseTaxAmt
Subtotal$392SubtotalAmt
Tax Based On Investment Income$392TaxBasedOnInvestmentIncomeAmt
Tax Due$392TaxDueAmt

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 HILLNC28351PRESIDENT1.00$0$0$0
CAROLYN P PAUL
CAROLYN P PAULPO BOX 159PO BOX 159LAUREL HILLNC28351SECRETARY1.00$0$0$0
BRADLEY M WILLIAMS
BRADLEY M WILLIAMSPO BOX 159PO BOX 159LAUREL HILLNC28351TREASURER1.00$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$854,819AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,946AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$914,765TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$914,765AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,721CashDeemedCharitableAmt
Net Vl Noncharitable Assets$901,044NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,052MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,052MinimumInvestmentReturnAmt
Tax Based On Investment Income$392TaxBasedOnInvestmentIncomeAmt
Total Tax$392TotalTaxAmt
Distributable Before Adj$44,660DistributableBeforeAdjAmt
Distributable Before Ded$44,660DistributableBeforeDedAmt
Distributable As Adjusted$44,660DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,535ExpensesAndContributionsAmt
Qualifying Distributions$99,535QualifyingDistributionsAmt
Adjusted Qualifying Distri$99,535AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,660DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$111,470ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$67,296ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$54,774ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,950ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,164ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$344,654TotalExcessDistributionCyovAmt
Qualifying Distributions$99,535QualifyingDistributionsAmt
Applied To Current Year$44,660AppliedToCurrentYearAmt
Remaining Distri From Corpus$54,875RemainingDistriFromCorpusAmt
Total Corpus$399,529TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$111,470ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$288,059ExcessDistriCyovToNextYrAmt
Excess From Year4$67,296ExcessFromYear4Amt
Excess From Year3$54,774ExcessFromYear3Amt
Excess From Year2$53,950ExcessFromYear2Amt
Excess From Year1$57,164ExcessFromYear1Amt
Excess From Current Year$54,875ExcessFromCurrentYearAmt

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 (20 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$8,400
CHRIST CHURCH CHARLOTTE
CHRIST CHURCH CHARLOTTE1412 PROVIDENCE ROAD1412 PROVIDENCE ROADCHARLOTTENC28207NONERELIGIOUS$1,000
HOSPICE OF SCOTLAND CO
HOSPICE OF SCOTLAND COUNTYPO BOX 1033PO BOX 1033LAURINBURGNC28353NONEMEDICAL$2,000
LAURINBURG PRESBYTERIAN CHURCH
LAURINBURG PRESBYTERIAN CHURCH600 WEST CHURCH STREET600 WEST CHURCH STREETLAURINBURGNC28352NONERELIGIOUS$1,000
SAINT LUKE UMC
SAINT LUKE UMC1501 TURNPIKE ROAD1501 TURNPIKE ROADLAURINBURGNC28352NONERELIGIOUS$2,100
SCOTLAND MEMORIAL FOUNDAT
SCOTLAND MEMORIAL FOUNDATION500 LAUCHWOOD DRIVE500 LAUCHWOOD DRIVELAURINBURGNC28352NONEMEDICAL$2,000
ST ANDREWS PRESBYTERIAN C
ST ANDREWS PRESBYTERIAN COLLEGE1700 DOGWOOD MILE1700 DOGWOOD MILELAURINBURGNC28352NONEEDUCATION$50,000
UNITED WAY OF SCOTLAND CO
UNITED WAY OF SCOTLAND COUNTYPO BOX 742PO BOX 742LAURINBURGNC28353NONECOMMUNITY$10,000
HABITAT FOR HUMANITY OF SCOTLAND CO
HABITAT FOR HUMANITY OF SCOTLAND COUNTY12340 MCCOLL ROAD12340 MCCOLL ROADLAURINBURGNC28352COMMUNITY$250
LAURINBURG HOPE IN CHRIST MINISTRIE
LAURINBURG HOPE IN CHRIST MINISTRIESPO BOX 2066PO BOX 2066LAURINBURGNC28352RELIGIOUS$400
SCOTLAND COUNTY LITERARY COUNCIL
SCOTLAND COUNTY LITERARY COUNCILPO BOX 922PO BOX 922LAURINBURGNC28352COMMUNITY$600
W ROCKINGHAM METHODIST CHURCH
W RCKINGHAM MEHODIST CHURCH217 WEST US HWY 74217 WEST US HWY 74ROCKINGHAMNC28379RELIGIOUS$2,000
CENTRAL NC COUNCIL RICHIMOND DIST
CENTRAL NC COUNCIL RICHIMOND DISTPO BOX 250 ALBERMARIEPO BOX 250 ALBEMARIEALBEMARIENC28001COMMUNITY$950
SWEET BRIAR COLLEGE
WEET BRIAR COLLEGEPO BOX 1057PO BOX 1057SWEET BRIARVA24595EDUCATIONAL$1,000
UNC MEDICAL FOUNDATION
UNC MEDICAL FOUNDATIONPO BOX 309PO BOX 309CHAPEL HILLNC27514EDUCATIONAL$1,000
EPISCOPAL HIGH SCHOOL
EPISCOPAL HIGH SCHOOL1200 N QUAKER LANE1200 N QUAKER LANEALEXANDRIAVA22302COMMUNITY$200
BOYS & GIRLS HOMES OF NC
BOYS & GIRL HOMES OF NCPO BOX 127PO BOX 127LAKE WACCAMAWNC28450COMMUNITY$200
SCOTLAND HIGH SCHOOL ATHLECTIC
SCOTLAND HIGH SCHOOL ATHLETIC11780 MCCOLL RD11780 MCCOLL RDLAURINBURGNC28352EDUCATIONAL$2,500
RCC FOUNDATION INC
RCC FOUNDATION INCPO BOX 1189PO BOX 1189HAMLETNC28345COMMUNITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,541RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$53,759RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$22,214RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$22,214TotalIncomeProducingActyAmt

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
ZV PATE INCORPORATED
1PO BOX 159LAUREL HILLNC28351$51,631Yes (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$2,369Amt
Net Investment Income$2,369NetInvestmentIncomeAmt
Adjusted Net Income$2,369AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,369DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
BROOKDALE SENIOR LIVING2014-12PURCHASE2015-09$13,600$17,534-$3,934
QUANTA SERVICES2014-09PURCHASE2015-10$13,165$16,530-$3,365
PILGRIMS PRIDE2015-01PURCHASE2015-10$12,225$19,672-$7,447
CHEMOURS2006-08PURCHASE2015-10$663$1,025-$362
HERCULES TECHNOLOGY2015-06PURCHASE2015-11$14,729$16,653-$1,924
BARRICK GOLD2013-02PURCHASE2015-11$3,682$16,592-$12,910
ASSET VARIABLE2013-09PURCHASE2015-12$19,374$20,159-$785
WELLS FARGO2010-12PURCHASE2015-12$43,409$64,247-$20,838
CNH INDUSTRIAL2013-12PURCHASE2016-04$7,631$10,539-$2,908
GABELLI GLOBAL SMALL & MID CAP2008-10PURCHASE2016-04$1,591$877$714

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CAPITAL LTD$16,754$18,996
AMGEN$13,300$34,234
ANTHEM INC$10,505$33,098
BABOCK & WILCOX$3,662$3,305
BANK OF NEW YORK MELLON$13,552$20,785
BARRICK GOLD CORP
BROOKDALE SENIOR LIVING
BWX TECHNOLOGY$9,213$16,097
CABELA'S$5,502$16,970
CHEVRONTEXACO$10,132$24,111
CISCO$22,003$34,428
CNH INDUSTRIAL NV
COCA-COLA CO$13,264$22,846
DUPONT$19,572$33,566
EL DORADO GOLD CORP LTD FG$8,385$6,750
FLOWERS FOODS INC$10,990$9,375
FREEPORT MCMORAN$5,130$4,968
GABELLI$15,585$28,925
GABELLI GLOBAL SMALL & MID CAP VALUE
GE$16,919$18,888
GOLDMAN SACS$9,955$10,550
GOOGLE$10,288$37,682
HATTERAS FINANCIAL CORP$13,005$8,200
HERCULES TECHNOLOGY GROWTH CAPITAL
HOME DEPOT$5,227$29,241
JAPAN SMALLER CAPITALIZATION$12,141$13,937
JOHNSON & JOHNSON$17,356$35,298
KOREA$5,014$7,371
LOCORR MANAGED FUTURES$31,802$33,926
MERCK & CO INC$24,696$33,126
MICROSEMI CORPORATION
MICROSOFT$24,190$46,053
MORGAN STANLEY SERIES A$12,394$12,420
NATIONAL OILWELL$2,382$9,893
NOW INC
NUCOR$20,471$31,128
PILGRIMS PRIDE
PINNACLE FOOD INC
PIONEER NATURAL$3,252$24,042
QUANTA SERVICES INC
TEMPLETON DRAGON$9,728$12,857
TEMPLETON EMERGING MARKETS INCOME$38,471$31,410
TRIANGLE CAPITAL CORP$14,671$16,473
UNDISCOVERED EMERGING BEHAVIORAL$30,401$30,064
UNUM GROUP$11,735$28,611
WAL-MART$13,034$19,496
WELLPOINT
WELLS FARGO$14,482$47,330
WESTERN ASSET VARIABLE$22,604$21,302
WORLD POINT TERMINALS$16,500$15,800

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$9,125$9,125$9,125$9,125

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
US TREASURY$438$438$438$438
FOREIGN TAXES WITHHELD$3$3$3$3

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