CARRIE E AND LENA V GLENN FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARRIE E AND LENA V GLENN FOUNDATION INC (EIN 20-1808211)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-10-26
- IRS object ID
- 201502999349100250
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-26T07:30:49-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 BURTONWOOD DRIVE | AddressLine1Txt |
| City | GASTONIA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201808211 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARRIE E & LENA V GLENN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARR | BusinessNameControlTxt |
| Phone | 7048670296 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1552 UNION ROAD - SUITE D | AddressLine1Txt |
| City | GASTONIA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY T PASCHALL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7048670296 | PhoneNum |
| Signature | 2015-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLIANNE F BENSON | PreparerPersonNm |
| PTIN | P01345659 | PTIN |
| Phone | 7048652396 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,159,529 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $248,264 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $248,264 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $314,466 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,202,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $314,466 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $562,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $562,730 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,963 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,396 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,567 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,018 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,414 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,604 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,114 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $229 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,598 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,981 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,981 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,355 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,355 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,039 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,830 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $261,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $416,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,039 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $146,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $528,691 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $303,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $340,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $340,358 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $328,707 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,801,294 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,641,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,641,989 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,992,298 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,177,182 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,177,182 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,195 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,195 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,564 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,426,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,159,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,159,529 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $250,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $285,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $20,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $33,167 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $270,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $318,167 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,156,946 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,841,362 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,156,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,841,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,426,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,159,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,156,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $146,574 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,303,520 | SubtotalAmt |
| Other Decreases | $462,158 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,841,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,202,852 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,888,386 | CostOrOtherBasisAmt |
| Gain Or Loss | $314,466 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $314,466 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $314,466 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $318,012 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,933,293 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045867 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $379,509 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,600,685 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057495 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $224,451 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,490,543 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034581 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,090 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,502,228 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010318 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $378,019 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,863,475 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064470 | DistributionYr5Rt |
| Total Distribution | 0.212731 | TotalDistributionRt |
| Average Distribution | 0.042546 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,067,444 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $300,691 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,287 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $305,978 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $330,830 | 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 | $5,287 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,287 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,287 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,120 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,167 | 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 | WWW.THEGLENNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BARBARA VOORHEES | IndividualWithBooksNm |
| Phone | 7048670296 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1552 UNION ROAD SUITE D | AddressLine1Txt |
| City | GASTONIA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28054 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA VOORHEES | ||||||||
| 1552 UNION ROAD - SUITE D | GASTONIA | NC | 28054 | EXECUTIVE DIRECTOR | 20.00 | $33,963 | $0 | $0 |
| H TIMOTHY EFIRD II | ||||||||
| 1552 UNION ROAD - SUITE D | GASTONIA | NC | 28054 | TREASURER | 2.00 | $0 | $0 | $0 |
| JULIA M SHOVELIN | ||||||||
| 1552 UNION ROAD - SUITE D | GASTONIA | NC | 28054 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JOHN L FRYE JR | ||||||||
| 1552 UNION ROAD - SUITE D | GASTONIA | NC | 28054 | VICE CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| CHARLES W GALLMAN JR | ||||||||
| 1552 UNION ROAD - SUITE D | GASTONIA | NC | 28054 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LAURA G LINEBERGER | ||||||||
| 1552 UNION ROAD - SUITE D | GASTONIA | NC | 28054 | CHAIRPERSON | 2.00 | $0 | $0 | $0 |
| EMILY C CRAIG | ||||||||
| 1552 UNION ROAD - SUITE D | GASTONIA | NC | 28054 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROBERT H COLLIS | ||||||||
| 1552 UNION ROAD - SUITE D | GASTONIA | NC | 28054 | DIRECTOR | 2.00 | $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 |
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 | $7,175,070 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,175,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,175,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $107,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,067,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $353,372 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $353,372 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,287 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,287 | TotalTaxAmt |
| Distributable Before Adj | $348,085 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $348,085 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $348,085 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,830 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $330,830 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,287 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $325,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,085 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $279,448 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $330,830 | QualifyingDistributionsAmt |
| Applied To Year1 | $279,448 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,382 | 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 | $296,703 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BARBARA VOORHEES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1552 UNION ROAD - SUITE D | AddressLine1Txt |
| City | GASTONIA | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7048670296 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS A PRINTED APPLICATION FORM. SUPPORTING INFORMATION REQUIRED INCLUDES THE PROGRAM BUDGET, AGENCY'S CURRENT FINANCIAL STATEMENTS, LIST OF BOARD OF DIRECTORS, AND DOCUMENTATION OF IRS 501(C)(3) TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY GASTON COUNTY AGENCIES, OR OUT-OF-COUNTY AGENCIES WHOSE PROJECTS HAVE AN IMPACT ON GASTON COUNTY CITIZENS, ARE ELIGIBLE TO APPLY. THE FOUNDATION DOES NOT AWARD PLANNING GRANTS, GRANTS TO INDIVIDUALS, SCHOLARSHIPS, AND DOES NOT ORDINARILY CONSIDER CAPITAL CAMPAIGNS, UMBRELLA CAMPAIGNS, BRICKS AND MORTAR PROJECTS, AND MULTI-YEAR GRANTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS - GASTON COUNTY CHAPTER | |||||||
| 190 SOUTH OAKLAND STREET | GASTONIA | NC | 28052 | NONE | PC | DISASTER SERVICES PROGRAM | $10,000 |
| AS ONE MINISTRIES | |||||||
| 805-A WEST AIRLINE AVENUE | GASTONIA | NC | 28052 | NONE | PC | HOMELESS DAY SHELTER AND SUPPORTIVE HOUSING SERVICES | $5,000 |
| BOYS AND GIRLS CLUBS OF GREATER GASTON | |||||||
| 310 SOUTH BOYD STREET | GASTONIA | NC | 28052 | NONE | PC | LAPTOP COMPUTERS/EQUIPMENT/EDUCATION | $5,000 |
| CAMP GRIER | |||||||
| 985 CAMP GRIER RD | OLD FORT | NC | 28762 | NONE | PC | EQUIPMENT | $5,000 |
| CATAWBA LAND CONSERVANCY | |||||||
| 105 W MOREHEAD ST | CHARLOTTE | NC | 28202 | NONE | PC | TRAIL REPAIRS | $20,000 |
| COMMUNITY FOUNDATION OF GASTON COUNTY - ARTSPACE GASTONIA FUND | |||||||
| 1201 E GARRISON BLVD | GASTONIA | NC | 28053 | NONE | PC | COMMUNITY DEVELOPMENT | $25,000 |
| COMMUNITY FOUNDATION OF GASTON COUNTY - GASTONIA OPTIMIST CLUB PARK FUND | |||||||
| 1201 E GARRISON BLVD | GASTONIA | NC | 28053 | NONE | PC | COMMUNITY DEVELOPMENT | $20,000 |
| COMMUNITY RELIEF ORGANIZATION OF MT HOLLY NC | |||||||
| 2120 SPRING ST | MT HOLLY | NC | 28120 | NONE | PC | CRISIS ASSISTANCE | $5,000 |
| CRISIS ASSISTANCE MINISTRY OF CHRISTIANS & JEWS OF GREATER GASTONIA | |||||||
| 805 W AIRLINE AVE | GASTONIA | NC | 28052 | NONE | PC | CRISIS ASSISTANCE | $5,000 |
| FIRST PRESBYTERIAN CHURCH OF GASTONIA | |||||||
| 1621 EAST GARRISON BLVD | GASTONIA | NC | 28054 | NONE | NC-CHURCH | EDUCATIONAL | $5,000 |
| FIRST THINGS FIRSTTHE DREAM CENTER OF GASTON COUNTY | |||||||
| 312 EAGLES WALK | GASTONIA | NC | 28052 | NONE | PC | SUPPORT | $5,000 |
| GASTON COUNTY DEPARTMENT OF HEALTH & HUMAN SERVICES-PUBLIC HEALTH DIVISION | |||||||
| 991 WEST HUDSON BOULEVARD | GASTONIA | NC | 28052 | NONE | NC-GOVERNMENT | SUPPORT | $1,700 |
| GASTON COUNTY DEPARTMENT OF HEALTH & HUMAN SERVICES-SOCIAL SERVICES DIVISIO | |||||||
| 991 WEST HUDSON BOULEVARD | GASTONIA | NC | 28052 | NONE | NC-GOVERNMENT | SUPPORT | $10,000 |
| GASTON COUNTY PUBLIC LIBRARY | |||||||
| 1555 E GARRISON BLVD | GASTONIA | NC | 28052 | NONE | NC-GOVERNMENT | EQUIPMENT FOR BRANCH LIBRARIES | $25,216 |
| GASTON COUNTY SCHOOLS | |||||||
| 943 OSCEOLA ST | GASTONIA | NC | 28054 | NONE | NC-GOVERNMENT | WRITING CURRICULUM | $20,000 |
| GASTON DANCE | |||||||
| 201 W FRANKLIN BLVD | GASTONIA | NC | 28052 | NONE | PC | SUPPORT | $4,980 |
| GASTON RESIDENTIAL SERVICES | |||||||
| 905 N NEW HOPE RD | GASTONIA | NC | 28054 | NONE | PC | SUPPORT | $14,800 |
| GASTON SCHOOL OF THE ARTS | |||||||
| 825 UNION RD | GASTONIA | NC | 28054 | NONE | PC | GSOA YOUTH ORCHESTRA/THE BLUEGRASS PROJECT | $7,200 |
| GASTON SKILLS | |||||||
| 1301 BESSEMER CITY ROAD | GASTONIA | NC | 28052 | NONE | PC | SUPPORT | $7,216 |
| GASTON TOGETHER COMMUNITIES OF EXCELLENCE | |||||||
| 201 HWY 321S BOX 113 | DALLAS | NC | 28034 | NONE | PC | HEALTHY GASTON MARKETING INITIATIVE | $5,000 |
| HEART SOCIETY OF GASTON COUNTY | |||||||
| 1201 EAST GARRISON BOULEVARD | GASTONIA | NC | 28054 | NONE | PC | MEDICATION ASSISTANCE PROGRAM | $7,000 |
| HOLY TRINITY LUTHERAN CHURCH | |||||||
| 1900 THE PLAZA | CHARLOTTE | NC | 28205 | NONE | NC-CHURCH | SUPPORT | $7,500 |
| HOSPICE OF GASTON COUNTY DBA GASTON HOSPICE | |||||||
| 258 E GARRISON BLVD PO BOX 3984 | GASTONIA | NC | 280533984 | NONE | PC | ROBIN JOHNSON HOUSE EQUIPMENT | $25,000 |
| LEAST OF THESE GASTON | |||||||
| 2020 REMOUNT ROAD SUITE G100 | GASTONIA | NC | 28054 | NONE | PC | SUPPORT | $5,000 |
| SERVING OUR COMMUNITY WITH KINDNESS IN SPRINGWOOD (SOCKS) | |||||||
| PO BOX 269 | MCADENVILLE | NC | 28101 | NONE | PC | CRISIS ASSISTANCE | $5,000 |
| THE CITADEL FOUNDATION | |||||||
| 171 MOULTRIE ST | CHARLESTON | SC | 29409 | NONE | PC | SUPPORT | $1,000 |
| VOICES FOR KIDS | |||||||
| 328 N MARIETTA STREET SUITE 2147 | GASTONIA | NC | 28054 | NONE | PC | RENEWAL PROGRAM | $2,100 |
| W BLAINE BEAM INTERMEDIATE SCHOOL | |||||||
| 401 E 1ST STREET | CHERRYVILLE | NC | 28021 | NONE | NC-SCHOOL | EDUCATIONAL SUPPORT | $2,288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $261,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS - GASTON COUNTY CHAPTER | |||||||
| 190 SOUTH OAKLAND STREET | GASTONIA | NC | 28052 | NONE | PC | DISASTER SERVICES PROGRAM | $7,500 |
| AS ONE MINISTRIES | |||||||
| 805-A WEST AIRLINE AVENUE | GASTONIA | NC | 28052 | NONE | PC | HOMELESS DAY SHELTER AND SUPPORTIVE HOUSING SERVICES | $15,000 |
| BACKPACK WEEKEND FOOD PROGRAM | |||||||
| 500 B SPRATT ST | CHARLOTTE | NC | 28026 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BELMONT COMMUNITY ORGANIZATION | |||||||
| 91 EAST CATAWBA STREET PO BOX 1248 | BELMONT | NC | 28012 | NONE | PC | CRISIS ASSISTANCE | $3,000 |
| BOYS AND GIRLS CLUBS OF GREATER GASTON | |||||||
| 310 SOUTH BOYD STREET | GASTONIA | NC | 28052 | NONE | PC | BLEACHERS EQUIPMENT | $7,250 |
| CANCER SERVICES OF GASTON COUNTY | |||||||
| 306 SOUTH COLUMBIA STREET | GASTONIA | NC | 28054 | NONE | PC | GASTON CANCER PATIENT ASSISTANCE PROGRAM | $5,000 |
| CHRIST COMMUNITY BAPTIST CHURCH | |||||||
| 1128 N RANSOM ST | GASTONIA | NC | 28052 | NONE | NC-CHURCH | CRISIS ASSISTANCE | $1,000 |
| COMMUNITY FOUNDATION OF GASTON COUNTY - ARTSPACE GASTONIA FUND | |||||||
| 1201 E GARRISON BLVD | GASTONIA | NC | 28053 | NONE | PC | COMMUNITY DEVELOPMENT | $25,000 |
| CRISIS ASSISTANCE MINISTRY OF CHRISTIANS & JEWS OF GREATER GASTONIA | |||||||
| 805 W AIRLINE AVE | GASTONIA | NC | 28052 | NONE | PC | CRISIS ASSISTANCE | $5,000 |
| DREAM CENTER OF GASTON COUNTY | |||||||
| 2782 FAIRVIEW DRIVE | GASTONIA | NC | 28052 | NONE | PC | SUPPORT | $7,500 |
| GASTON COUNTY DEPARTMENT OF HEALTH & HUMAN SERVICES-SOCIAL SERVICES DIVISIO | |||||||
| 991 WEST HUDSON BOULEVARD | GASTONIA | NC | 28052 | NONE | NC-GOVERNMENT | SUPPORT | $5,000 |
| GASTON COUNTY FAITH NETWORK | |||||||
| 2903 GOBLE STREET | GASTONIA | NC | 28056 | NONE | PC | CRISIS COUNSELING SERVICES | $16,500 |
| GASTON LITERACY COUNCIL | |||||||
| 116 S MARIETTA ST | GASTONIA | NC | 28052 | NONE | PC | EDUCATION | $25,000 |
| GASTON TOGETHER COMMUNITIES OF EXCELLENCE | |||||||
| 201 HWY 321S BOX 113 | DALLAS | NC | 28034 | NONE | PC | HEALTHY GASTON GREENWAYS WEBSITE | $5,000 |
| HEART SOCIETY OF GASTON COUNTY | |||||||
| 1201 EAST GARRISON BOULEVARD | GASTONIA | NC | 28054 | NONE | PC | MEDICATION ASSISTANCE PROGRAM | $5,000 |
| HOPE 4 GASTON | |||||||
| PO BOX 551387 | GASTONIA | NC | 28055 | NONE | PC | SUPPORT | $2,500 |
| LEAST OF THESE GASTON | |||||||
| 2020 REMOUNT ROAD SUITE G100 | GASTONIA | NC | 28054 | NONE | PC | SUPPORT | $5,000 |
| NORTH CAROLINA WILDLIFE FEDERATION | |||||||
| 1346 ST JULIEN ST | CHARLOTTE | NC | 28205 | NONE | PC | EDUCATIONAL SUPPORT | $6,000 |
| NOW OUTREACH | |||||||
| PO BOX 1094 | PLYMOUTH | FL | 32786 | NONE | PC | SUPPORT | $13,250 |
| PRESBYTERY OF WESTERN NORTH CAROLINA | |||||||
| 114 SILVER CREEK RD | MORGANTON | NC | 28655 | NONE | PC | CAMP GRIER | $15,500 |
| PREVENT CHILD ABUSE GASTON | |||||||
| PO BOX 391 | GASTONIA | NC | 28503 | NONE | PC | SUPPORT | $15,000 |
| THE GASTON COLLEGE FOUNDATION | |||||||
| 201 HIGHWAY US 321 S | DALLAS | NC | 28034 | NONE | PC | EQUIPMENT | $35,000 |
| THE HISTORIC PRESERVATION FOUNDATION OF NORTH CAROLINA | |||||||
| 220 FAYETTEVILLE ST 200 | RALEIGH | NC | 27601 | NONE | PC | SUPPORT | $25,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 1084 | GASTONIA | NC | 280531084 | NONE | PC | CRISIS ASSISTANCE | $7,500 |
| TRUSTEES OF THE SCHIELE MUSEUM | |||||||
| 1500 E GARRISON BLVD | GASTONIA | NC | 28054 | NONE | PC | SUPPORT | $12,500 |
| UNION PRESBYTERIAN CHURCH | |||||||
| 5615 UNION RD | GASTONIA | NC | 28056 | NONE | NC-CHURCH | SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $290,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,264 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $314,466 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $562,730 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $562,730 | TotalIncomeProducingActyAmt |
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 | ANNUAL REVIEW & TAX RETURN | CategoryTxt |
| Amt | $6,725 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,641,989 | EOYBookValueAmt |
| EOYFMV | $1,641,989 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,177,182 | BookValueAmt |
| EOYFMV | $5,177,182 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $1,564 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $462,158 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES, EXPENSES | $5,046 | $0 | $5,046 |
| UTILITIES & TELEPHONE | $2,752 | $0 | $2,752 |
| DUES | $1,985 | $0 | $1,985 |
| INSURANCE | $2,200 | $0 | $2,200 |
| MARKETING | $1,655 | $0 | $1,655 |
| MISCELLANEOUS EXPENSE | $717 | $0 | $717 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIBILITY | $20,000 | $31,000 |
| EXCISE TAX PAYABLE | $0 | $2,167 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $38,018 | Amt |
| Net Investment Income | $30,414 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,604 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $16,287 | $0 | $0 |
| FOREIGN DIVIDEND TAX | $229 | $229 | $0 |
| PAYROLL TAXES | $2,598 | $0 | $2,598 |
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