MARGARET C WOODSON FOUNDATION INCORPORATED: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET C WOODSON FOUNDATION INCORPORATED (EIN 56-6064938)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201511349349100961
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T09:51:12-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 1111 METROPOLITAN AVE STE 1000 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566064938 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET C WOODSON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 7046335000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH MAIN ST | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281440829 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DON SAYERS | PersonNm |
| Person Title | TREASURER AND DIRECTOR | PersonTitleTxt |
| Phone | 7046335000 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE A RATICA | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7043771678 | 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 | $690,714 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,014,877 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,014,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,454 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,770 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,684 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $38,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,900 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,100 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,141 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $307 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,835 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,473 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,019 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $899,772 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $899,772 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $980,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $976,791 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,059 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $625,541 | CashBOYAmt |
| Cash EOY | $679,570 | CashEOYAmt |
| Cash EOYFMV | $679,570 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,086 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,114 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,114 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $30 | AcctRcvblAmt |
| Acct Rcvbl BOY | $30 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $30 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $30 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $636,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $690,714 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $690,714 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2 | AccountsPayableBOYAmt |
| Grants Payable EOY | $20,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $1,041 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,041 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $635,614 | RetainedEarningBOYAmt |
| Retained Earning EOY | $669,673 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $636,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $670,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $636,657 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $690,714 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $636,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,059 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $670,714 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $670,714 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $700,348 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $524,250 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.335905 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $568,150 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $294,241 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.930900 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,886,931 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $806,267 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.340330 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,072,782 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $792,871 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.353035 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $878,786 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,210,153 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.726178 | DistributionYr5Rt |
| Total Distribution | 7.686348 | TotalDistributionRt |
| Average Distribution | 1.537270 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $600,759 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $923,529 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $923,529 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $976,791 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION FOR THE CAROLINAS | IndividualWithBooksNm |
| Phone | 7049734500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM G JOHNSON | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | PRESIDENT AND DIRECTOR | 1.00 | $3,668 | $0 | $0 |
| MARY HOLT WOODSON MURPHY | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | VICE PRESIDENT AND DIRECTO | 2.00 | $9,780 | $0 | $0 |
| JOHN BE CUNNINGHAM | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | SECRETARY AND DIRECTOR | 1.00 | $3,668 | $0 | $0 |
| DONALD D SAYERS | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | TREASURER AND DIRECTOR | 1.00 | $3,668 | $0 | $0 |
| PAUL LEAKE BERNHARDT | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $3,668 | $0 | $0 |
| CHARLOTTE DAVIS | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $3,668 | $0 | $0 |
| ROBERT P SHAY JR | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | CHAIR | 1.00 | $3,667 | $0 | $0 |
| PAUL B WOODSON JR | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | $3,667 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $609,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $609,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $609,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,149 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $600,759 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,038 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,038 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $30,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,038 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $976,791 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $976,791 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $976,791 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $818,508 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,033,204 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,846,618 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $553,438 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $674,135 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,925,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $976,791 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $946,753 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,872,656 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $818,508 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,054,148 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,033,204 | ExcessFromYear4Amt |
| Excess From Year3 | $1,846,618 | ExcessFromYear3Amt |
| Excess From Year2 | $553,438 | ExcessFromYear2Amt |
| Excess From Year1 | $674,135 | ExcessFromYear1Amt |
| Excess From Current Year | $946,753 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION FOR THE CAROLINAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7049734500 | RecipientPhoneNum |
| Form And Info And Materials | NO PARTICULAR FORM - LETTER WITH TWO YEARS ACCOUNTING STATEMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | DAVIDSON COLLEGE, MARY BALDWIN COLLEGE, BARIUM SPRINGS CHILDRENS HOME - OTHERWISE RESTRICTED TO CHARITIES IN DAVIE & ROWAN COUNTY, NC. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABUNDANT LIVING ADULT DAY CARE | ||||||||
| 1416 MARTIN LUTHER KING JR AVE | SALISBURY | NC | 28144 | NONE | PC | LIFE ENRICHMENT PROJECT | $5,000 | |
| ADVOCACY CENTER OF DAVIE COUNTY | ||||||||
| 261 S MAIN ST | MOCKSVILLE | NC | 27028 | NONE | PC | CLIENT ASSISTANCE FOR HOUSING | $10,000 | |
| BARIUM SPRINGS HOME FOR CHILDREN | ||||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | NONE | PC | GROWTH AND MAINTENANCE OF SERVICES/GROUP HOMES FOR AT RISK YOUTH | $72,000 | |
| BIG BROTHER BIG SISTERS SERVICES INC | ||||||||
| 107 WESTDALE AVENUE | WINSTONSALEM | NC | 27101 | NONE | NC-GOVERNMENT | BIG/LITTLE MATCHES | $4,000 | |
| BREAD RIOT | ||||||||
| 1622 N MAIN STREET | SALISBURY | NC | 28144 | NONE | PC | PART-TIME STAFF | $5,000 | |
| CAPSTONE RECOVERY CENTER INC | ||||||||
| 418 WEST INNES STREET | SALISBURY | NC | 28144 | NONE | PC | STRAIGHT PATHS FOR LIFE | $7,500 | |
| CATAWBA COLLEGE | ||||||||
| 2300 WEST INNES STREET | SALISBURY | NC | 281442488 | NONE | NC-SCHOOL | ANNUAL SCHOLARSHIPS | $72,000 | |
| COMMUNITIES IN SCHOOLS OF ROWAN COUNTY | ||||||||
| 204 EAST INNES ST SUITE 240 | SALISBURY | NC | 28145 | NONE | PC | VOLUNTEER PROGRAM | $10,000 | |
| COMMUNITY CARE CLINIC - ROWAN COUNTY | ||||||||
| 315-G MOCKSVILLE AVE | SALISBURY | NC | 28144 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7175 OFFICE OF CORPORATE | DAVIDSON | NC | 280357175 | NONE | NC-SCHOOL | MARGARET C. WOODSON SCHOLARSHIP | $72,000 | FOUNDATION RELATIONS |
| DAVIDSON COUNTY COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| PO BOX 1287 | LEXINGTON | NC | 272931287 | NONE | PC | MARGARET C. WOODSON ENDOWMENT FUND | $8,000 | |
| DAVIE COUNTY ARTS COUNCIL | ||||||||
| 622 N MAIN ST | MOCKSVILLE | NC | 27028 | NONE | PC | ARTS IN EDUCATION | $8,000 | |
| DAVIE COUNTY GOVERNMENT | ||||||||
| 123 SOUTH MAIN STREET | MOCKSVILLE | NC | 27028 | NONE | NC-GOVERNMENT | BASIC OPERATING SUPPORT | $15,000 | |
| DAVIE COUNTY HUMANE SOCIETY | ||||||||
| C/O MS JANE MCALLISTER 178 POPLAR | MOCKSVILLE | NC | 27028 | NONE | PC | ANIMAL-RELATED | $15,000 | STREET |
| DAVIE COUNTY PUBLIC LIBRARY | ||||||||
| 371 N MAIN ST | MOCKSVILLE | NC | 27028 | NONE | NC-GOVERNMENT | EDUCATION | $3,000 | |
| DAVIE COUNTY SENIOR SERVICES | ||||||||
| 278 MERONEY ST | MOCKSVILLE | NC | 27028 | NONE | NC-GOVERNMENT | CAREGIVER SUPPORT PROGRAM | $6,000 | |
| DAVIE FAMILY YMCA | ||||||||
| 215 CEMETERY ST | MOCKSVILLE | NC | 27028 | NONE | PC | ANNUAL GIVING CAMPAIGN | $8,500 | |
| DRAGONFLY HOUSE CHILDREN'S ADVOCACY CENTER | ||||||||
| 161 E LEXINGTON ROAD | MOCKSVILLE | NC | 27028 | NONE | PC | TRAUMA THERAPY PROGRAM | $25,000 | |
| FAITHFUL FRIENDS ANIMAL SANCTUARY INC | ||||||||
| PO BOX 3097 | SALISBURY | NC | 281453097 | NONE | PC | SANCTUARY VETERINARY EXPENSES | $17,500 | |
| FAMILIES FIRST -NC INC | ||||||||
| PO BOX 459 | ROCKWELL | NC | 28138 | NONE | PC | DROP-IN COURT CHILD CARE CENTER | $10,400 | |
| FARMINGTON COMMUNITY ASSOCIATION INC | ||||||||
| 1723 FARMINGTON ROAD | MOCKSVILLE | NC | 27028 | NONE | PC | GROWING A HEALTHIER FUTURE | $5,000 | |
| FOOD FOR THOUGHT - ROWAN COUNTY | ||||||||
| 131 WEST COUNCIL STREET | SALISBURY | NC | 281444320 | NONE | PC | 2014-15 FOOD FOR THOUGHT PROGRAM | $6,360 | |
| FOOTPRINTS IN THE COMMUNITY | ||||||||
| 1175 WALTON PLACE | SALISBURY | NC | 28146 | NONE | PC | 2014 SUMMER CAMP | $3,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | NONE | PC | NEED-BASED SCHOLARSHIPS | $20,000 | |
| HABITAT FOR HUMANITY OF ROWAN COUNTY | ||||||||
| PO BOX 3356 | SALISBURY | NC | 281453356 | NONE | PC | BUILDING LOTS PURCHASE | $12,000 | |
| HAPPY'S FARM INC | ||||||||
| 985 PARKS ROAD | SALISBURY | NC | 28146 | NONE | PC | IRON WORKS & 2014 SUMMER OF THE TEEPEE ENRICHMENT PROGRAM | $4,000 | |
| HEALTHY CHILDREN OF ROWAN COUNTY INC | ||||||||
| PO BOX 962 | SALISBURY | NC | 28144 | NONE | PC | GENERAL PROGRAM SUPPORT | $8,000 | |
| HOOD THEOLOGICAL SEMINARY | ||||||||
| 1810 LUTHERAN SYNOD DR | SALISBURY | NC | 28144 | NONE | PC | FIRM FOUNDATION ANNUAL FUND DRIVE | $25,000 | |
| HUMANE SOCIETY OF ROWAN COUNTY | ||||||||
| PO BOX 295 | SALISBURY | NC | 281450295 | NONE | PC | COMMUNITY PET PROJECTS | $10,000 | |
| LEE STREET THEATRE | ||||||||
| PO BOX 201 | SALISBURY | NC | 28145 | NONE | PC | 2014 CATAWBA COLLEGE SUMMER INTERNSHIP PROGRAM | $2,000 | |
| MARY BALDWIN COLLEGE | ||||||||
| PO BOX 1500 | STAUNTON | VA | 244021500 | NONE | NC-SCHOOL | NEED-BASED SCHOLARSHIPS | $53,000 | |
| MEALS ON WHEELS OF ROWAN | ||||||||
| PO BOX 1914 | SALISBURY | NC | 281451914 | NONE | PC | SUBSIDIZED MEALS | $20,000 | |
| PARK AVENUE REDEVELOPMENT | ||||||||
| PO BOX 1972 | SALISBURY | NC | 28145 | NONE | NC-GOVERNMENT | AFTERSCHOOL ENRICHMENT PROGRAM | $1,166 | |
| PARTNERS IN LEARNING | ||||||||
| 204 EAST INNES ST | SALISBURY | NC | 28144 | NONE | PC | CAPACITY BUILDING AND STAFF DEVELOPMENT | $12,500 | |
| PIEDMONT PLAYERS THEATRE | ||||||||
| PO BOX 762 | SALISBURY | NC | 28145 | NONE | PC | YOUTH THEATRE PROGRAM | $7,500 | |
| POPS AT THE POST INC | ||||||||
| PO BOX 3241 | SALISBURY | NC | 281453241 | NONE | PC | POPS AT THE POST 2014 | $3,500 | |
| PREVENT CHILD ABUSE ROWAN | ||||||||
| 130 WOODSON ST | SALISBURY | NC | 28144 | NONE | PC | HIRING OF PART-TIME THERAPIST | $25,000 | |
| RAPE CHILD & FAMILY ABUSE CRISIS COUNCIL | ||||||||
| 131 W COUNCIL ST | SALISBURY | NC | 28144 | NONE | PC | BATTERED WOMEN'S SHELTER | $40,000 | |
| ROWAN CABARRUS COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 1595 | SALISBURY | NC | 281451595 | NONE | PC | SCHOLARSHIPS & AWARDS | $35,000 | |
| ROWAN COUNTY ASSOCIATION FOR RETARDED CITIZENS INC | ||||||||
| 1918 W INNES STREET | SALISBURY | NC | 28144 | NONE | PC | SUMMER DAY PROGRAM | $15,000 | |
| ROWAN COUNTY CROSBY SCHOLARS COMMUNITY PARTNERSHIP | ||||||||
| 2325 NORTH MAIN STREET 102 | SALISBURY | NC | 28144 | NONE | PC | ROWAN COUNTY CROSBY SCHOLARS 2014-15 | $15,000 | |
| ROWAN COUNTY PREGNANCY COUNSELING CENTER INC | ||||||||
| 202 NORTH MAIN STREET | SALISBURY | NC | 28144 | NONE | PC | OVERALL MINISTRY SUPPORT FOR 2014 | $7,500 | |
| ROWAN COUNTY YMCA | ||||||||
| PO BOX 1575 | SALISBURY | NC | 28145 | NONE | PC | WE BUILD PEOPLE PROGRAM | $7,500 | |
| ROWAN HELPING MINISTRIES | ||||||||
| PO BOX 4026 | SALISBURY | NC | 281454026 | NONE | PC | CRISIS ASSISTANCE NETWORK | $45,000 | |
| ROWAN MUSEUM | ||||||||
| 202 N MAIN ST | SALISBURY | NC | 28144 | NONE | PC | EDUCATIONAL PROGRAMMING | $7,500 | |
| ROWAN VOCATIONAL OPPORTUNITIES INC | ||||||||
| 2728 OLD CONCORD RD | SALISBURY | NC | 28146 | NONE | NC-GOVERNMENT | COMPUTER SERVER REPLACEMENT PROJECT | $25,000 | |
| ROWAN-SALISBURY SCHOOL SYSTEM | ||||||||
| PO BOX 2349 | SALISBURY | NC | 281452349 | NONE | NC-GOVERNMENT | EXPERIENCING THE WORLD THROUGH DIGITAL LEARNING PROGRAM | $15,346 | |
| SALISBURY ACADEMY | ||||||||
| 2210 JAKE ALEXANDER BOULEVARD | SALISBURY | NC | 281478965 | NONE | NC-SCHOOL | SCHOLARSHIP FUND | $5,000 | |
| SALISBURY-ROWAN SYMPHONY SOCIETY | ||||||||
| PO BOX 4264 | SALISBURY | NC | 281454264 | NONE | PC | NORTH CAROLINA SYMPHONY CONCERTS | $2,500 | |
| SMART START OF DAVIE CO | ||||||||
| 965 YADKINVILLE RD | MOCKSVILLE | NC | 27028 | NONE | PC | IMAGINATION LIBRARY | $5,000 | |
| ST LUKE'S EPISCOPAL CHURCH | ||||||||
| 131 WEST COUNCIL ST | SALISBURY | NC | 28144 | NONE | NC-CHURCH | GLORY OF CHRISTMAS CONCERT | $1,000 | |
| STOREHOUSE FOR JESUS | ||||||||
| PO BOX 216 | MOCKSVILLE | NC | 27028 | NONE | PC | FEEDING THE POOR | $20,000 | |
| STUDENTS IN TRAINING | ||||||||
| 514 SOUTH SALISBURY AVENUE | SPENCER | NC | 28159 | NONE | PC | COMPUTERS IN THE COMMUNITY; AFTER SCHOOL AND SUMMER PROGRAM EXPANSION | $7,500 | |
| WATERWORKS VISUAL ARTS CENTER | ||||||||
| 123 E LIBERTY ST | SALISBURY | NC | 28144 | NONE | PC | 5TH GRADE ARTSTOPS | $4,000 | |
| WESTSIDE COMMUNITY FOUNDATION INC | ||||||||
| 719 SOUTH CALDWELL ST | SALISBURY | NC | 28144 | NONE | PC | STEPPING-UP YOUTH EDUCATION | $7,500 | |
| YOUNG LIFE MINISTRIES | ||||||||
| NATIONAL OFFICE PO BOX 520 | COLORADO SPRINGS | CO | 809010520 | NONE | PC | WE BUILD PEOPLE PROGRAM | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $899,772 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $22 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22 | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET C WOODSON TRUST CO US TRUST CO OF NY 114 WEST 47TH ST NEW YORK NY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | CHARITABLE TRUST | OrganizationTypeDesc |
| Relationship Description | FOUNDATION RECEIVES ALL NET PROCEEDS FROM THE TRUST. | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET C WOODSON TRUST CO US TRUST COMPANY OF NY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 47TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,014,877 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $272 | $14 | $259 |
| OFFICE EXPENSE | $235 | $12 | $223 |
| INSURANCE | $966 | $48 | $918 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $38,000 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,100 | DisbursementsCharitablePrpsAmt |
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