BETA

THE Z V PATE FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE Z V PATE FOUNDATION INC (EIN 56-1469816)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-08-28
IRS object ID
201502409349100505
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-28T13:43:08-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

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 Begin2014-07-01TaxPeriodBeginDt

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
Signature2015-08-17SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN L GRISSOM JRPreparerPersonNm
PTINP00116611PTIN
Phone9107397523PhoneNum
Preparation2015-08-17PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$962,264FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$75,590ContriRcvdRevAndExpnssAmt
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$34,421DividendsRevAndExpnssAmt
Dividends Net Invst Incm$34,421DividendsNetInvstIncmAmt
Dividends Adj Net Incm$34,421DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$13,799NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$90,489GrossSalesPriceAmt
Total Rev And Expnss$123,814TotalRevAndExpnssAmt
Total Net Invst Incm$34,425TotalNetInvstIncmAmt
Total Adj Net Incm$34,425TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,347AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,347AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,347AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,347AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$300TaxesRevAndExpnssAmt
Taxes Net Invst Incm$300TaxesNetInvstIncmAmt
Taxes Adj Net Incm$300TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$300TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,896OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,896OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$9,896OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$9,896OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,543TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,543TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$12,543TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,543TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$105,993TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,543TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$12,543TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$105,993TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,821ExcessRevenueOverExpensesAmt
Net Investment Income$21,882NetInvestmentIncomeAmt
Adjusted Net Income$21,882AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$104,282CashBOYAmt
Cash EOY$67,182CashEOYAmt
Cash EOYFMV$67,182CashEOYFMVAmt
Corporate Stock BOY$567,339CorporateStockBOYAmt
Corporate Stock EOY$622,260CorporateStockEOYAmt
Corporate Stock EOYFMV$895,082CorporateStockEOYFMVAmt
Total Assets BOY$671,621TotalAssetsBOYAmt
Total Assets EOY$689,442TotalAssetsEOYAmt
Total Assets EOYFMV$962,264TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$671,621RetainedEarningBOYAmt
Retained Earning EOY$689,442RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$671,621TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$689,442TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$671,621TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$689,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$671,621TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,821ExcessRevenueOverExpensesAmt
Subtotal$689,442SubtotalAmt
Tot Net Ast Or Fund Balances EOY$689,442TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$100,435AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$935,257NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.107388DistributionYr1Rt
Adjusted Qlfy Distri Yr2$94,935AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$807,964NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.117499DistributionYr2Rt
Adjusted Qlfy Distri Yr3$101,608AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$691,192NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.147004DistributionYr3Rt
Adjusted Qlfy Distri Yr4$145,610AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$691,597NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.210542DistributionYr4Rt
Adjusted Qlfy Distri Yr5$112,552AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$575,576NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.195547DistributionYr5Rt
Total Distribution0.777980TotalDistributionRt
Average Distribution0.155596AverageDistributionRt
Net Vl Noncharitable Assets$985,331NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$153,314AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$219NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$153,533AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$105,993QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$438InvestmentIncomeExciseTaxAmt
Subtotal$438SubtotalAmt
Tax Based On Investment Income$438TaxBasedOnInvestmentIncomeAmt
Tax Due$438TaxDueAmt

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$909,938AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,398AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,000,336TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,000,336AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,005CashDeemedCharitableAmt
Net Vl Noncharitable Assets$985,331NetVlNoncharitableAssetsAmt
Minimum Investment Return$49,267MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$49,267MinimumInvestmentReturnAmt
Tax Based On Investment Income$438TaxBasedOnInvestmentIncomeAmt
Total Tax$438TotalTaxAmt
Distributable Before Adj$48,829DistributableBeforeAdjAmt
Distributable Before Ded$48,829DistributableBeforeDedAmt
Distributable As Adjusted$48,829DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$105,993ExpensesAndContributionsAmt
Qualifying Distributions$105,993QualifyingDistributionsAmt
Adjusted Qualifying Distri$105,993AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,829DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$84,011ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$111,470ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$67,296ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$54,774ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$53,950ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$371,501TotalExcessDistributionCyovAmt
Qualifying Distributions$105,993QualifyingDistributionsAmt
Applied To Current Year$48,829AppliedToCurrentYearAmt
Remaining Distri From Corpus$57,164RemainingDistriFromCorpusAmt
Total Corpus$428,665TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$84,011ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$344,654ExcessDistriCyovToNextYrAmt
Excess From Year4$111,470ExcessFromYear4Amt
Excess From Year3$67,296ExcessFromYear3Amt
Excess From Year2$54,774ExcessFromYear2Amt
Excess From Year1$53,950ExcessFromYear1Amt
Excess From Current Year$57,164ExcessFromCurrentYearAmt

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 PurposeGrantOrContributionPurposeTxtAmtAmtRecipient Foundation StatusRecipientFoundationStatusTxt
AMERICAN CANCER SOCIETY
AMERICAN CANCER SOCIETY13291 WESLEYAN DRIVE13291 WESLEYAN DRIVELAURINBURGNC28352NONEMEDICAL$1,500
AMERICAN RED CROSS
AMERICAN RED CROSS200 ATKINSON STREET200 ATKINSON STREETLAURINBURGNC28352NONEMEDICAL$2,000
BOY SCOUTS OF AMERICA
BOY SCOUTS OF AMERICAPO BOX 7156PO BOX 7156WILMINGTONNC28406NONECOMMUNITY$5,000
CHRIST CHURCH CHARLOTTE
CHRIST CHURCH CHARLOTTE1412 PROVIDENCE ROAD1412 PROVIDENCE ROADCHARLOTTENC28207NONERELIGIOUS$1,000
HOSPICE OF SCOTLAND CO
HOSPICE OF SCOTLAND COUNTYPO BOX 1033PO BOX 1033LAURINBURGNC28353NONEMEDICAL$1,250
LAURINBURG PRESBYTERIAN CHURCH
LAURINBURG PRESBYTERIAN CHURCH600 WEST CHURCH STREET600 WEST CHURCH STREETLAURINBURGNC28352NONERELIGIOUS$2,000
SAINT LUKE UMC
SAINT LUKE UMC1501 TURNPIKE ROAD1501 TURNPIKE ROADLAURINBURGNC28352NONERELIGIOUS$1,000
SCOTLAND MEMORIAL FOUNDAT
SCOTLAND MEMORIAL FOUNDATION500 LAUCHWOOD DRIVE500 LAUCHWOOD DRIVELAURINBURGNC28352NONEMEDICAL$6,500
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$12,000
RICHMOND COMMUNITY COLLEGE FOUNDATI
RICHMOND COMMUNITY COLLEGE FOUNDATIONPO BOX 1189PO BOX 1189HAMLETNC28345NONEEDUCATIONAL$1,000`
CAPE FEAR COUNCIL BSA
CAPE FEAR COUNCIL BSA110 LONGSTREET DRIVE110 LONGSTREET DRIVEWILMINGTONNC28412COMMUNITY$1,000
CARVER MIDDLE SCHOOL
CARVER MIDDLE SCHOOL18601 FIELDCREST ROAD18601 FIELDCREST ROADLAUREL HILLNC28351EDUCATIONAL$350
ROBESON COUNTY PUBLIC LIBRARY
ROBESON COUNTY PUBLIC LIBRARYPO BOX 988PO BOX 988LUMBERTONNC28358EDUCATIONAL$1,000
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$500
NC FOUNDATION FOR SOIL & WATER CONS
NC FOUNDATION FOR SOIL & WATER CONSERVATION5171 GLENWOOD AVENUE5171 GLENWOOD AVENUERALEIGHNC27612COMMUNITY$1,000
SCOTLAND COUNTY HISTORIC PROPERTIES
SCOTLAND COUNTY HISTORIC PROPERTIES COMMISSION13040 X-WAY ROAD13040 X-WAY ROADLAURINBURGNC28353COMMUNITY$5,000
SCOTLAND COUNTY LITERARY COUNCIL
SCOTLAND COUNTY LITERARY COUNCILPO BOX 922PO BOX 922LAURINBURGNC28352COMMUNITY$100
UNIVERSITY OF NORTH CAROLINA AT CHA
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILLPO BOX 309PO BOX 309CHAPEL HILLNC27514EDUCATIONAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,450TotalGrantOrContriPdDurYrAmt

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$34,421RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,799RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$48,224RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,224TotalIncomeProducingActyAmt

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 (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ZV PATE INCORPORATED
1PO BOX 159LAUREL HILLNC28351$49,711Yes (X)
STONEWALL FARMS INC
2PO BOX 159LAUREL HILLNC28351$6,878Yes (X)
SINCLAIR FARMS INC
3PO BOX 159LAUREL HILLNC28351$10,000Yes (X)
JUNIPER LAND COMPANY
4PO BOX 159LAUREL HILLNC28351$5,917Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,347Amt
Net Investment Income$2,347NetInvestmentIncomeAmt
Adjusted Net Income$2,347AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,347DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
QUANTA SERVICES2014-02PURCHASE2014-08$13,685$12,890$795
WELLS FARGO2010-12PURCHASE2014-09$7,723$4,653$3,070
MICROSOFT2003-06PURCHASE2014-09$3,331$1,717$1,614
PINNACLE FOODS2014-01PURCHASE2015-01$11,743$9,178$2,565
GABELLI DIVIDEND2008-09PURCHASE2015-01$1,017-$1,017
GABELLI GLOBAL & MID CAP VALUE TRUST2014-06PURCHASE2015-01$920-$920
MICROSEMI CORPORATION2014-02PURCHASE2015-02$13,915$10,130$3,785
WELLS FARGO2010-12PURCHASE2015-04$5,445$3,102$2,343
NOW2002-07PURCHASE2015-04$1,626$260$1,366
MICROSOFT2003-06PURCHASE2015-04$4,289$2,385$1,904
AMGEN2005-03PURCHASE2015-04$4,198$1,478$2,720
GOOGLE2006-05PURCHASE2015-05$41$14$27
TRIANGLE CAPITAL2014-12PURCHASE2015-06$17,213$14,693$2,520
OASIS PETROLEUM2014-10PURCHASE2015-06$7,280$14,253-$6,973

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN CAPITAL LTD$16,754$16,260
AMGEN$13,300$34,542
BANK OF NEW YORK MELLON$13,552$22,454
BARRICK GOLD CORP$16,592$5,437
CABELA'S$5,502$16,943
CHEVRONTEXACO$10,132$22,188
CISCO$22,003$32,952
CNH INDUSTRIAL NV$10,539$9,280
COCA-COLA CO$13,264$19,772
DUPONT$20,603$33,126
EL DORADO GOLD CORP LTD FG$8,385$6,210
FREEPORT MCMORAN$5,130$8,305
GABELLI$16,012$31,480
GABELLI GLOBAL SMALL & MID CAP VALUE$877$1,608
GE$16,919$15,942
GOLDMAN SACS$9,955$10,405
GOOGLE$10,289$28,635
HATTERAS FINANCIAL CORP$13,005$8,150
HOME DEPOT$5,227$25,449
JAPAN SMALLER CAPITALIZATION$12,141$15,376
JOHNSON & JOHNSON$17,356$28,361
KOREA$5,014$9,250
LOCORR MANAGED FUTURES$30,894$28,830
MERCK & CO INC$24,696$32,735
MICROSEMI CORPORATION
MICROSOFT$24,190$39,735
MORGAN STANLEY SERIES A$12,394$12,414
NATIONAL OILWELL$2,382$14,194
NOW INC
NUCOR$20,471$27,764
PINNACLE FOOD INC
PIONEER NATURAL$3,252$22,052
QUANTA SERVICES INC
TEMPLETON DRAGON$9,728$18,402
TEMPLETON EMERGING MARKETS INCOME$33,761$26,775
UNUM GROUP$11,735$32,175
WAL-MART$13,034$18,938
WELLPOINT
WELLS FARGO$26,367$47,804
WESTERN ASSET VARIABLE$43,066$41,250
ANTHEM INC$10,505$41,363
BABOCK & WILCOX$12,875$14,760
BROOKDALE SENIOR LIVING$17,534$17,350
HERCULES TECHNOLOGY GROWTH CAPITAL$16,653$15,015
PILGRIMS PRIDE$19,672$14,241
WORLD POINT TERMINALS$16,500$17,160
UNDISCOVERED EMERGING BEHAVIORAL$10,000$10,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$9,896$9,896$9,896$9,896

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
US TREASURY$278$278$278$278
FOREIGN TAXES WITHHELD$22$22$22$22

Comments

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