CARSON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CARSON FOUNDATION (EIN 46-3674377)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-14
- IRS object ID
- 201642889349100704
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-14T10:08:00-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN STREET SUITE 2300 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463674377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARS | BusinessNameControlTxt |
| Phone | 7042452391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1232 | AddressLine1Txt |
| City | STATESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28687 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN D CARSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7042452391 | PhoneNum |
| Signature | 2016-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID VOGLER | PreparerPersonNm |
| PTIN | P00187735 | PTIN |
| Phone | 3367148100 | PhoneNum |
| Preparation | 2016-10-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,408,209 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $103,866 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $61,389 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,432 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,243,948 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,574 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,408 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $176,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,771 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,190 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,046 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,046 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,524 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,524 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,570 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,760 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,570 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,201 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $494,879 | CashBOYAmt |
| Cash EOY | $175,596 | CashEOYAmt |
| Cash EOYFMV | $175,596 | CashEOYFMVAmt |
| Corporate Stock BOY | $613,531 | CorporateStockBOYAmt |
| Corporate Stock EOY | $889,301 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $942,468 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $185,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $98,392 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $88,536 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,186,678 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,280,120 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,201,609 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,480,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,443,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,408,209 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,790 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,790 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,480,088 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,428,619 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,480,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,428,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,480,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,443,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,480,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $724 | OtherIncreasesAmt |
| Subtotal | $2,532,449 | SubtotalAmt |
| Other Decreases | $103,830 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,428,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. - PUBLICLY TRADED SECURITIES | P | 2015-12-31 | $559,416 | $579,012 | -$19,596 | -$19,596 |
| CHARLES SCHWAB & CO., INC. - PUBLICLY TRADED SECURITIES | P | 2015-12-31 | $670,623 | $666,368 | $4,255 | $4,255 |
| CAPITAL GAINS DIVIDENDS | P | $13,909 | $13,909 | $13,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,432 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,270 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,479,705 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.003335 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $531,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.003335 | TotalDistributionRt |
| Average Distribution | 0.001668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,515,492 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,196 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $512 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,708 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $512 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $512 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $512 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,079 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,079 | TotalPaymentsAndCreditsAmt |
| Overpayment | $9,567 | OverpaymentAmt |
| Applied To ES Tax | $9,567 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEVEN D CARSON | IndividualWithBooksNm |
| Phone | 7042452391 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 NORTH CENTER ST STE 111 | AddressLine1Txt |
| City | STATESVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN D CARSON | ||||||||
| 120 DOCKSIDE DRIVE | SALISBURY | NC | 28146 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| TERESA C WYCHE | ||||||||
| 440 PRICE ROAD | MORAVIAN FALLS | NC | 28654 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,290,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,919 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,553,799 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,553,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,307 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,515,492 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,775 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,775 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $512 | TotalTaxAmt |
| Distributable Before Adj | $125,263 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,263 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,263 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $86,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $512 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,488 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,263 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $85,794 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $85,794 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $206 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $125,057 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHERINE H BARBER MEMORIAL HOMELESS SHELTER | |||||||
| 86 SPARTA ROAD | NORTH WILKESBORO | NC | 28659 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| CHILDRENS HOPE ALLIANCE | |||||||
| PO BOX 1072 | BARIUM SPRINGS | NC | 28010 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| FAITHFUL FRIENDS ANIMAL SOCIETY | |||||||
| 12 GERMANY DRIVE | WILMINGTON | DE | 19804 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| HEARTWORM PROJECT | |||||||
| PO BOX 7308 | WEST COLUMBIA | SC | 29171 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| HUMANE SOCIETY OF WILKES | |||||||
| PO BOX 306 | NORTH WILKESBORO | NC | 28659 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| MORAVIAN FALLS ELEMENTARY SCHOOL | |||||||
| 2001 MORAVIAN FALLS RD | MORAVIAN FALLS | NC | 28654 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION | |||||||
| 4601 SIX FORKS ROAD STE 524 | RALEIGH | NC | 27609 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ORANGE COUNTY RAPE CRISIS | |||||||
| PO BOX 4722 | CHAPEL HILL | NC | 27515 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| SAMARITAN KITCHEN OF WILKES INC | |||||||
| PO BOX 1072 | WILKESBORO | NC | 28697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| SECOND CHANCE PET ADOPTIONS | |||||||
| 6003 CHAPEL HILL ROAD STE 133 | RALEIGH | NC | 276075148 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| TAPS | |||||||
| 3033 WILSON BOULEVARD STE 630 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| THE SALVATION ARMY | |||||||
| 220 POSTAL STREET | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| UNC TV | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NC | 277094900 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| UNITED WAY OF WILKES COUNTY | |||||||
| 910 C STREET | NORTH WILKESBORO | NC | 28659 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| WATAUGA HUMANE SOCIETY | |||||||
| PO BOX 1835 | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| WILKES ART GALLERY | |||||||
| 913 C STREET | NORTH WILKESBORO | NC | 28659 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| WILKES COMMUNITY FOUNDATION | |||||||
| PO BOX 1462 | NORTH WILKESBORO | NC | 28659 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| WILKES COUNTY 4-H | |||||||
| 416 EXECUTIVE DRIVE | WILKESBORO | NC | 28697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| WILKES COUNTY HEALTH DEPARTMENT | |||||||
| 306 COLLEGE STREET | WILKESBORO | NC | 28697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| WILKES COUNTY SCHOOLS | |||||||
| 613 CHERRY STREET | N WILKESBORO | NC | 28659 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| WILKES HABITAT FOR HUMANITY | |||||||
| 320 COTHREN STREET | WILKESBORO | NC | 28697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| WILKES MINISTRY OF HOPE | |||||||
| 514 ELKIN HIGHWAY | NORTH WILKESBORO | NC | 28659 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| WILKESBORO UNITED METHODIST CHURCH | |||||||
| PO BOX 197 | WILKESBORO | NC | 28697 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| WNCW 887 | |||||||
| PO BOX 804 | SPINDALE | NC | 28160 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| YADKIN RIVER GREENWAY | |||||||
| PO BOX 191 | NORTH WILKESBORO | NC | 28659 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,389 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,574 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,432 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,531 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,531 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GRAHAM AND TERESA WYCHE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 PRICE ROAD | AddressLine1Txt |
| City | MORAVIAN FALLS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $103,866 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | LOWES STOCK - 1400 SHS | NoncashPropertyDesc |
| Fair Market Value | $103,866 | FairMarketValueAmt |
| Received | 2015-03-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,190 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $98,392 | EOYBookValueAmt |
| EOYFMV | $88,536 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $889,301 | EOYBookValueAmt |
| EOYFMV | $942,468 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | AT COST | $521,842 | $490,948 |
| OTHER INVESTMENTS | AT COST | $758,278 | $710,661 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED STOCK - FMV IN EXCESS OF COST BASIS | Desc |
| Amt | $103,830 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $12,524 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,524 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - KKR & CO. LP | $4,144 | $3,408 | $4,144 |
| SCHWAB - NONDIVIDEND RETURN OF CAPITAL | $8,430 | $0 | $8,430 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENTS | Desc |
| Amt | $724 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CARSON FAMILY OFFICE PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $14,790 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,046 | $1,046 | $0 |
| NII EXCISE TAX | $20,000 | $0 | $0 |
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