MELVIN AND ZORA RASH CHARITABLE TR: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MELVIN AND ZORA RASH CHARITABLE TR (EIN 30-6355670)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-03-23
IRS object ID
201510829349100306
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)
Return2015-03-23T15:32:43-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561394660PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NELSON & COMPANY PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 52179AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27717ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN306355670EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELVIN AND ZORA RASHKIS CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2C/O INVESTORS TRUST COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMELVBusinessNameControlTxt
Phone9199452563PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1121 N COLUMBIA STREETAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRUSTEEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9199452563PhoneNum
Signature2015-03-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER P CREDLEPreparerPersonNm
PTINP00117909PTIN
Phone9194908585PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,250,756FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$215,083ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$25,214DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,214DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$9,918NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$87,567GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$230,379TotalRevAndExpnssAmt
Total Net Invst Incm$25,214TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,693CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,347CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$5,136LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,156LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,023TaxesRevAndExpnssAmt
Taxes Net Invst Incm$475TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$850OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,702TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,978TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,185ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,185ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,887TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,978TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,185TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$175,492ExcessRevenueOverExpensesAmt
Net Investment Income$17,236NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$373,015CashBOYAmt
Cash EOY$93,682CashEOYAmt
Cash EOYFMV$93,682CashEOYFMVAmt
US Government Obligations BOY$140,233USGovernmentObligationsBOYAmt
US Government Obligations EOY$114,021USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$109,647USGovtObligationsEOYFMVAmt
Corporate Stock BOY$406,451CorporateStockBOYAmt
Corporate Stock EOY$626,003CorporateStockEOYAmt
Corporate Stock EOYFMV$748,063CorporateStockEOYFMVAmt
Corporate Bonds BOY$38,863CorporateBondsBOYAmt
Corporate Bonds EOY$298,831CorporateBondsEOYAmt
Corporate Bonds EOYFMV$299,364CorporateBondsEOYFMVAmt
Total Assets BOY$958,562TotalAssetsBOYAmt
Total Assets EOY$1,132,537TotalAssetsEOYAmt
Total Assets EOYFMV$1,250,756TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$958,562RetainedEarningBOYAmt
Retained Earning EOY$1,132,537RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$958,562TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,132,537TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$958,562TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,132,537TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$958,562TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$175,492ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,134,054SubtotalAmt
Other Decreases$1,517OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,132,537TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UNIVERSAL CORP RICHMOND VA2013-10-072014-03-17$2,783$2,569$214$214
CREE INC2014-06-022014-12-30$6,426$9,626-$3,200-$3,200
CREE INC2014-07-162014-12-30$6,427$9,792-$3,365-$3,365
MARKET VECTORS GOLD MINERS ETF2014-06-022014-12-30$7,380$8,956-$1,576-$1,576
MARKET VECTORS GOLD MINERS ETF2014-07-162014-12-30$3,690$5,276-$1,586-$1,586
MARKET VECTORS GOLD MINERS ETF2014-09-102014-12-30$3,690$4,848-$1,158-$1,158
JOHN DEERE CAPITAL CORP SENIOR2011-01-102014-01-15$12,600$12,500$100$100
NOW INC COM2009-06-082014-09-02$98$43$55$55
NOW INC COM2009-06-152014-09-02$106$48$58$58
NOW INC COM2009-07-022014-09-02$205$76$129$129
NOW INC COM2013-07-232014-09-02$409$360$49$49
UNIVERSAL CORP RICHMOND VA2011-01-252014-03-18$2,790$1,936$854$854
ROYAL BANK OF CANADA2012-02-072014-03-24$12,830$10,700$2,130$2,130
MOORESVILLE NC ENTERPRISE SYS2011-05-202014-05-01$12,500$12,966-$466-$466
ORANGE CNTY NC GO REF BDSD DTD2011-02-022014-02-03$12,500$13,246-$746-$746
C&J ENERGY SVCS INC2012-06-122014-12-30$659$890-$231-$231
C&J ENERGY SVCS INC2013-07-192014-12-30$1,978$2,998-$1,020-$1,020
AMERICA MOVIL SAB DE CV2011-06-012014-12-30$496$655-$159-$159
FieldValueIRS element (for citing)
Capital Gain Net Income-$9,918CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$709,056NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$1,198,748NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$172NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$172AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,185QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$172InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$172SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$172TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$280EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$280TotalPaymentsAndCreditsAmt
Overpayment$108OverpaymentAmt
Applied To ES Tax$108AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGINGER CLARK ROUSE INVESTORS TRUSTIndividualWithBooksNm
Phone9199452563PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1121 N COLUMBIA STREETAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JILL GOLDMAN
1200 GUNNISON PLACERALEIGHNC27609TRUSTEE0.50$0$0$0
INVESTORS TRUST COMPANY
121 N COLUMBIA STREETCHAPEL HILLNC275143502TRUSTEE1.00$12,693$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,029,202AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$187,801AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,217,003TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,217,003AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,255CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,198,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$59,937MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$59,937MinimumInvestmentReturnAmt
Tax Based On Investment Income$172TaxBasedOnInvestmentIncomeAmt
Total Tax$172TotalTaxAmt
Distributable Before Adj$59,765DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$59,765DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$59,765DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,185ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$35,185QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$172PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$35,013AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,765DistributableAsAdjustedAmt
Undistributed Income PY$35,185UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$35,185QualifyingDistributionsAmt
Applied To Year1$35,185AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$59,765UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHAPEL HILL - CARRBORO PUBLIC SCHOOL FOUNDATION
PO BOX 877CARRBORONC27510NONEPCTO FURTHER CHARITABLE PURPOSE OF RECIPIENT$8,796
JUDEA REFORM CONGREGATION RELIGIOUS SCHOOL
1933 WEST CORNWALLIS ROADDURHAMNC27705NONEPCSAME$8,796
SANDRA & LERNER JEWISH COMMUNITY SCHOOL
1935 WEST CORNWALLIS ROADDURHAMNC27705NONEPCSAME$8,796
MEL & ZORA RASHKIS ELEMENTARY SCHOOL
750 S MERRITT MILL ROADCHAPEL HILLNC275162828NONEPCSAME$8,797
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,185TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,214ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$9,918ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$15,296ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,296TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ZORA RASHKIS IRREVOCABLE TRUST UA DATED 072104
1121 NORTH COLUMBIA STREETCHAPEL HILLNC27514$105,659Yes (X)
MELVIN F RASHKIS TRUST UA DATED 52390
2121 NORTH COLUMBIA STREETCHAPEL HILLNC27514$109,424Yes (X)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME - TAXABLEBondNm
EOY Book Value$298,831EOYBookValueAmt
EOYFMV$299,364EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$626,003EOYBookValueAmt
EOYFMV$748,063EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$114,021StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$109,647StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (2 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL FEES$3,211$193$0
TAX PREP FEES$1,925$963$0

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENT FOR TRANSIT SECURITY SALESDesc
Amt$1,517Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAPPLICATION FEEDesc
Revenue And Expenses Per Books$850RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
ZORA RASHKIS IRREVOCABLE TRUST UA DATED 072104
121 NORTH COLUMBIA STREETCHAPEL HILLNC27514
MELVIN F RASHKIS TRUST UA DATED 52390
121 NORTH COLUMBIA STREETCHAPEL HILLNC27514

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$475$475$0
FEDERAL EXCISE TAXES$548$0$0

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