RAFTELIS FOUNDATION GEORGE RAFTELIS: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RAFTELIS FOUNDATION GEORGE RAFTELIS (EIN 56-2105040)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201631379349100208
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T05:43:08-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cathlean W Utzig CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1951 Sterling Rd | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | 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 | 562105040 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RAFTELIS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAFT | BusinessNameControlTxt |
| Phone | 7048940540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17533 PARADISE COVE COURT | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE RAFTELIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cathlean W Utzig | PreparerPersonNm |
| PTIN | P01300918 | PTIN |
| Phone | 7049071420 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $347,840 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,464 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,464 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,481 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $34,950 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,945 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,150 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,399 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,399 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $210 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $210 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,427 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,386 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,829 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,309 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,309 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,829 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,309 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,116 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,379 | CashBOYAmt |
| Cash EOY | $17,387 | CashEOYAmt |
| Cash EOYFMV | $17,387 | CashEOYFMVAmt |
| Corporate Stock BOY | $159,586 | CorporateStockBOYAmt |
| Corporate Stock EOY | $110,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $110,135 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $252,377 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $220,318 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $220,318 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $429,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $347,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $347,840 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $429,342 | UnrestrictedBOYAmt |
| Unrestricted EOY | $347,840 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $429,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $347,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $429,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $347,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $429,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,745 | ExcessRevenueOverExpensesAmt |
| Subtotal | $391,597 | SubtotalAmt |
| Other Decreases | $43,757 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $347,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PERSHING PUBLICLY TRADED SECURITIES | P | $104,834 | $83,247 | $21,587 | $21,587 |
| CAPITAL GAIN DISTRIBUTIONS | P | $5,894 | $5,894 | $5,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,481 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,481 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,765 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $410,562 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09198 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,844 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $369,103 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,333 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $358,179 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.10144 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,127 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $354,852 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.18917 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $68,016 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $388,822 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.17493 | DistributionYr5Rt |
| Total Distribution | 0.632956 | TotalDistributionRt |
| Average Distribution | 0.126591 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $383,331 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,526 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $301 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $48,827 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,309 | 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 | $301 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $301 | SubtotalAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $810 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $810 | TotalPaymentsAndCreditsAmt |
| Overpayment | $509 | OverpaymentAmt |
| Refund | $509 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE RAFTELIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7048940540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17533 PARADISE COVE COURT | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE RAFTELIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17533 PARADISE COVE COURT | AddressLine1Txt |
| City | CORNELIUS | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $375,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $389,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $389,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $383,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $301 | TotalTaxAmt |
| Distributable Before Adj | $18,866 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,866 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,866 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,309 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,309 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $301 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,008 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,866 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $48,619 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,482 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $18,862 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,699 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,284 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,309 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,443 | RemainingDistriFromCorpusAmt |
| Total Corpus | $191,389 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,619 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $142,770 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,482 | ExcessFromYear4Amt |
| Excess From Year3 | $18,862 | ExcessFromYear3Amt |
| Excess From Year2 | $9,699 | ExcessFromYear2Amt |
| Excess From Year1 | $18,284 | ExcessFromYear1Amt |
| Excess From Current Year | $46,443 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WFAE | |||||||
| 8801 JM KEYNES DR SUITE 91 | CHARLOTTE | NC | 28262 | NONE | PC | PUBLIC RADIO | $2,000 |
| BLUMENTHAL PERF ARTS | |||||||
| 130 NORTH TRYON ST | CHARLOTTE | NC | 28202 | NONE | PC | PERFORMING ARTS | $5,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1131 HARDING PL | CHARLOTTE | NC | 28204 | NONE | PC | CHILDREN'S SERVICES | $150 |
| 24 HOURS OF BOOTY | |||||||
| 801 E MOREHEAD ST STE 308 | CHARLOTTE | NC | 28202 | NONE | PC | CANCER RESEARCH | $1,000 |
| DUKE UNIVERSITY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | PC | EDUCATION | $8,050 |
| SPOLETO FESTIVAL | |||||||
| 14 GEORGE ST | CHARLESTON | SC | 29401 | NONE | PC | PERFORMING ARTS | $100 |
| QUAIL HOLLOW PRESBYTERIAN CHURCH | |||||||
| 8801 PARK RD | CHARLOTTE | NC | 28210 | NONE | PC | CHURCH | $400 |
| PRESBYTERIAN CAMPUS MINISTRY | |||||||
| 100 N MAIN ST | DAVIDSON | NC | 28036 | NONE | PC | RELIGION | $100 |
| CHARLOTTE STEEPLECHASE ASSOCIATION | |||||||
| 6103 WAXHAW HWY | MINERAL SPRINGS | NC | 28108 | NONE | PC | HEALTH | $880 |
| E2D | |||||||
| PO BOX 1299 228 ROUNDWAY DOWN | DAVIDSON | NC | 28036 | NONE | PC | EDUCATION | $1,000 |
| FAMILY SERVICE OF THE PIEDMONT | |||||||
| 1401 LONG STREET | HIGH POINT | NC | 27262 | NONE | PC | FAMILY CRISIS SVCS | $100 |
| HABITAT FOR HUMANITY | |||||||
| 1907 HAMPTON CT | GEORGETOWN | SC | 29440 | NONE | PC | HOUSING | $1,000 |
| MOTHERING ACROSS CONTINENTS | |||||||
| 310 ARLINGTON AVE STE 303 | CHARLOTTE | NC | 28203 | NONE | PC | EDUCATION | $6,000 |
| DAVIDSON COLLEGE | |||||||
| 405 N MAIN ST | DAVIDSON | NC | 28035 | NONE | PC | UNIVERSITY | $1,000 |
| NC AWWAWDA | |||||||
| 3725 NATIONAL DR STE 217 | RALEIGH | NC | 27612 | NONE | PC | EDUCATION | $5,863 |
| THE PINES | |||||||
| 400 AVINGER LN | DAVIDSON | NC | 28036 | NONE | PC | RETIREMENT CENTER | $350 |
| SAVE A LIFE GROUP | |||||||
| PO BOX 1033 | MOORESVILLE | NC | 28115 | NONE | PC | ORGAN DONATION | $1,000 |
| PRESBYTERY OF CHARLOTTE | |||||||
| 2831 N SHARON AMITY RD | CHARLOTTE | NC | 28205 | NONE | PC | CHURCH | $10,000 |
| CAROLINA RAPTOR CENTER | |||||||
| 6000 SAMPLE RD | HUNTERSVILLE | NC | 28078 | NONE | PC | WILDLIFE REHABILITATION | $10,000 |
| BRIDGES TO COMMON GROUND | |||||||
| PO BOX 3512 | MOORESVILL | NC | 28117 | NONE | PC | DIFFUSING RELIGIOUS DIFFERENCES | $1,000 |
| DAVIDSON COLLEGE PRESBY CHURCH | |||||||
| 100 N MAIN STREET | DAVIDSON | NC | 28036 | NONE | PC | CHURCH | $5,000 |
| ECKERD COLLEGE | |||||||
| 4200 59TH AVE SOUTH | ST PETERSBURG | FL | 33711 | NONE | PC | EDUCATION | $5,000 |
| AL ANON FAMILY GROUPS | |||||||
| 2810 PROVIDENCE RD A4 | CHARLOTTE | NC | 28211 | NONE | PC | RECOVERY | $46 |
| A MILLION MATTERS | |||||||
| 1266 W PACES FERRY RD | ATLANTA | GA | 30327 | NONE | PF | PHILANTHROPY | $270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,309 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,464 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,481 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,950 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,950 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,150 | Amt |
| Net Investment Income | $2,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $110,135 | EOYBookValueAmt |
| EOYFMV | $110,135 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $220,318 | BookValueAmt |
| EOYFMV | $220,318 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IT SERVICES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $2,399 | Amt |
| Net Investment Income | $2,399 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DEPT OF TREASURY | $1,047 | |
| DEPT OF TREASURY | $1,310 | |
| FOREIGN TAX | $70 | $70 |
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