DONAHUE CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DONAHUE CHARITABLE FOUNDATION (EIN 04-3368096)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-13
- IRS object ID
- 202532869349101313
- Schema version
- 2024v5.2
- 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 Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-13T22:01:59-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823388924 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDMOND CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 12 | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043368096 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONAHUE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
| Phone | 7048777621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SOMERSET DRIVE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE DUDLEY | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7048777621 | PhoneNum |
| Signature | 2025-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARLA K REDMOND | PreparerPersonNm |
| PTIN | P00078406 | PTIN |
| Phone | 7049979810 | PhoneNum |
| Preparation | 2025-10-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,815,828 | 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 | $105,297 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,344 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,344 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $236,345 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $236,345 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,015,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,136,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,907 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,907 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,373,496 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $252,596 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,210 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,210 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,334 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,334 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $543 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,059 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,555 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $26,555 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,791 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,572 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,977 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,243 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,246 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $61,798 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $651,484 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $651,484 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $755,976 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,246 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $713,282 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $617,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $216,147 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,219 | CashBOYAmt |
| Cash EOY | $299,231 | CashEOYAmt |
| Cash EOYFMV | $299,231 | CashEOYFMVAmt |
| Corporate Stock BOY | $838,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $725,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,954,328 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $150,941 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $562,269 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $562,269 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,046,641 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,587,002 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,815,828 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,046,641 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,587,002 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,046,641 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,002 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,046,641 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,587,002 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,046,641 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $617,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,664,161 | SubtotalAmt |
| Other Decreases | $77,159 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,002 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,004 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,004 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $59 | EsPenaltyAmt |
| Tax Due | $3,063 | TaxDueAmt |
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 | MICHELE DUDLEY | IndividualWithBooksNm |
| Phone | 7048777621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SOMERSET DR | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MICHELE DUDLEY | ||||||||
| 3000 SOMERSET DRIVE | CHARLOTTE | NC | 28209 | OFFICER | 25.00 | $0 | $0 | $0 |
| EDWARD C DONAHUE | ||||||||
| 10213 PARADISE BLVD | TREASURE ISLAND | FL | 33706 | VICE PRESIDENT | 0.00 | $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 | DONOR ADVISED FUND TO SUPPORT THE NON-PROFIT ACTIVITIES FOR SPECIFIC PURPOSES INCLUDING EDUCATION, RACIAL RECONCILIATION AND ANTI-TRAFFICKING EFFORTS. | Description1Txt |
| Expenses1 | $520,000 | Expenses1Amt |
| Description2 | EDUCATION AND ACTIVATING CHRISTIAN PHILANTHROPISTS AND THEIR FAMILES TOWARD MORE PURPOSEFUL EDUCATION AND INTENTIONAL GIVING | Description2Txt |
| Expenses2 | $40,250 | Expenses2Amt |
| Description3 | TO SUPPORT VISUAL IMPAIRMENT RESEARCH AND SUPPORT | Description3Txt |
| Expenses3 | $35,000 | Expenses3Amt |
| Description4 | SCHOLARSHIP FOR MASTERS STUDENT FROM RWANDA STUDYING DATA SCIENCE | Description4Txt |
| Expenses4 | $12,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,158,856 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,222,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,222,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,338 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,054,186 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $552,709 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $552,709 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,004 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,004 | TotalTaxAmt |
| Distributable Before Adj | $549,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $549,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $549,705 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $713,282 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $713,282 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $549,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $14,873 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $14,873 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $713,282 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $549,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $163,577 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $178,450 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $178,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,873 | ExcessFromYear2Amt |
| Excess From Current Year | $163,577 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHELE DUDLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CAMPUS CRUSADE | |||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | INTERNATIONAL MISSIONS | $600 |
| FOUNDATION FIGHTING BLINDNESS | |||||
| 6925 OAKLAND MILLS ROAD 701 | COLUMBIA | MD | 21045 | VISUAL IMPAIRMENT RESEARCH | $35,000 |
| HOPE INTERNATIONAL | |||||
| 227 GRANITE RUN DRIVE SUITE 250 | LANCASTER | PA | 17601 | ECONOMIC EMPOWERMENT IN BURUNDI | $2,750 |
| INTERVARSITY | |||||
| PO BOX 7895 | MADISON | WI | 53707 | UNIVERSITY STUDENT SPIRITUAL GROWTH | $700 |
| NATIONAL CHRISTIAN FOUNDATION | |||||
| 11625 RAINWATER DRIVE SUITE 500 | ALPHARETTA | GA | 30009 | DONATION TO DONOR ADVISED FUND FOR DISTRIBUTION IN ACCORDANCE WITH FOUNDATION PURPOSE | $520,000 |
| NATIONAL MS SOCIETY | |||||
| 4601 CHARLOTTE PARK DR 130 | CHARLOTTE | NC | 28217 | INTERNATIONAL MISSIONS | $530 |
| PRAXIS | |||||
| 500 ST JOHNS PLACE APT 5B | BROOKLYN | NY | 11238 | MULTIPLE | $5,600 |
| SIM | |||||
| 14830 CHOATE CIRCLE | CHARLOTTE | NC | 28273 | INTERNATIONAL DEVELOPMENT & MISSIONS | $1,300 |
| THE GATHERING | |||||
| 15 N ELLSWORTH AVE SUITE 220 | SAN MATEO | CA | 94401 | PHILANTHOPIC EDUCATION | $40,250 |
| UNC CHAPEL HILL | |||||
| 111 PETTIGREW HALL | CHAPEL HILL | NC | 27599 | SCHOLARSHIP SUPPORT | $2,500 |
| MESA GLOBAL | |||||
| 205 REGENCY EXECUTIVE PARK DR 430 | CHARLOTTE | NC | 28217 | INTERNATIONAL DEVELOPMENT & MISSIONS | $5,400 |
| DWTS OF CHARLOTTE | |||||
| 757 PROVIDENCE ROAD SUITE B | CHARLOTTE | NC | 28207 | MEDICAL SUPPORT FOR BREAST CANCER AND YOUTH MENTAL HEALTH | $1,000 |
| FLOURISH COLLECTIVE | |||||
| 3001 BISHOP DR SUITE 100 | SAN RAMON | CA | 94583 | RACIAL RECONCILIATION | $1,030 |
| NEW GENERATION OF AFRICAN AMERICAN PHILANTHROPISTS | |||||
| PO BOX 5473 | RICHMOND | CA | 94805 | SUPPORT BLACK-LED NON-PROFITS | $10,800 |
| GRACIOUS HANDS | |||||
| 3131 ONEIDA RD | CHARLOTTE | NC | 28269 | TRANSITIONAL HOUSING FOR WOMEN | $1,000 |
| THRIVE GLOBAL | |||||
| 5162 LINCREST DR | CHARLOTTE | NC | 28211 | EDUCATION PROGRAM SUPPORT | $6,000 |
| WINDRIDER | |||||
| PO BOX 1640 | EAGLE | ID | 83616 | PROGRAMMING SUPPORT | $5,000 |
| UNIVERSITY OF DENVER | |||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 802104711 | SCHOLARSHIP | $12,000 |
| GARDEN CITY QP INVESTORS LLC | |||||
| 8508 PARK RD PMB 145 | CHARLOTTE | NC | 28210 | PRIVATELY HELD S CORPORATION DONATION | $24 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $651,484 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $13,344 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $236,345 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,907 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,015,603 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $249,689 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,018,510 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,268,199 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,210 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,210 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|---|
| GE VERNOVA INC | 2017-05 | PURCHASED | 2024-06 | $9,977 | $9,119 | COST | $0 | $858 |
| TESLA INC | 2017-05 | PURCHASED | 2024-06 | $17,850 | $2,940 | COST | $0 | $14,910 |
| BANK AMERICA CORP | 1990-06 | PURCHASED | 2024-01 | $19,098 | $25,200 | COST | $0 | -$6,102 |
| TEXAS PACIFIC LAND CORPORATION | 1995-10 | PURCHASED | 2024-10 | $1,089,429 | $83,526 | COST | $0 | $1,005,903 |
| GARDEN CITY QP INVESTORS LLC | PURCHASED | 2024-12 | $34 | COST | $0 | $34 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BYD | $27,747 | $186,917 |
| BERKSHIRE HATHAWAY | $268,547 | $1,745,128 |
| TPL | $321,111 | $16,268,672 |
| GE | $35,555 | $41,698 |
| TESLA | $49,989 | $686,528 |
| ALLKEM | $22,553 | $25,385 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TALANTON | AT COST | $150,551 | $150,551 |
| GARDEN CITY QP INVESTORS LLC | AT COST | $22,289 | $22,289 |
| EAGLE VENTURE FUND III LP | AT COST | $140,972 | $140,972 |
| INFINITE GIVING LLC | AT COST | $39,368 | $39,368 |
| VERDANT ORCHARDS LLC | AT COST | $198,421 | $198,421 |
| ZILA BIOWORKS SIDECAR LLC | AT COST | $10,668 | $10,668 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN ASSETS | Desc |
| Amt | $77,159 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL DEVELOPMENT | $19,917 | $0 | $0 | $19,917 |
| DUES & SUBSCRIPTIONS | $1,976 | $0 | $0 | $1,976 |
| EVENTS | $8,774 | $0 | $0 | $8,774 |
| INVESTMENT EXPENSE | $947 | $947 | $0 | $0 |
| OFFICE EXPENSE | $2,594 | $0 | $2,594 | $0 |
| POSTAGE | $383 | $0 | $383 | $0 |
| CONFERENCE | $375 | $0 | $0 | $375 |
| MISCELLANEOUS | $577 | $0 | $0 | $577 |
| INVESTMENT EXPENSE | $1,197 | $1,197 | $0 | $0 |
| PORTFOLIO DEDUCTION | $31,428 | $31,428 | $0 | $0 |
| BENEVOLENCE FUND | $2,833 | $0 | $0 | $2,833 |
| BOOKS & PUBLICATIONS | $790 | $0 | $0 | $791 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TALANTON IMPACT FUND LLC | $383 | $383 | $0 |
| GARDEN CITY QP INVESTORS LLC | $16,038 | $16,038 | $0 |
| EAGLE VENTURE FUND III LP | -$876 | -$876 | $0 |
| INFINITE GIVING LLC | -$11,062 | -$11,062 | $0 |
| VERDANT ORCHARDS LLC | -$1,576 | -$1,576 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $2,059 | $0 | $2,059 | $0 |
| FOREIGN TAXES | $543 | $543 | $0 | $0 |
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