HILLSDALE FUND INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HILLSDALE FUND INC (EIN 56-6057433)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349100326
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T10:54:06-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561031342 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS OVERMAN PIERCE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2501 ATRIUM DRIVE SUITE 500 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566057433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLSDALE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILL | BusinessNameControlTxt |
| Phone | 3362745471 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISE MCCOY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3362745471 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN T HOWARD CPA | PreparerPersonNm |
| PTIN | P01356565 | PTIN |
| Phone | 9197823444 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,193,734 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,586 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,586 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $144,553 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $852,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$125,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,632,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,934,614 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $947,785 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,741 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $994,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,836,146 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $84,922 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $84,922 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,520 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,520 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $275 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $275 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $91,910 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $42,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $68,504 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,481 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $19,852 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,852 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,259 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,259 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $181,900 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $462,429 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,813 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $346,941 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $623,118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $159,847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,458,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,458,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,805,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $623,118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,618,247 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$811,161 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,213,028 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,095 | CashBOYAmt |
| Cash EOY | $42,825 | CashEOYAmt |
| Cash EOYFMV | $42,825 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $603,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $251,102 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $251,102 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $26,596,703 | OtherAssetsBOYAmt |
| Other Assets EOY | $29,001,945 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $35,899,807 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,217,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,295,872 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,193,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $27,217,632 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,295,872 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,217,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,295,872 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,217,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,295,872 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,217,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$811,161 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,834,080 | OtherIncreasesAmt |
| Subtotal | $30,240,551 | SubtotalAmt |
| Other Decreases | $944,679 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,295,872 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| PAIF LLC LT GAIN | P | 2023-01-01 | 2024-12-31 | $3,357,803 | $3,357,803 | $3,357,803 | |
| PAIF LLC ST LOSS | P | 2024-01-01 | 2024-12-31 | -$314,509 | -$314,509 | $314,509 | |
| PAIF LLC-SECTION 1256-ST GAIN | P | 2024-01-01 | 2024-12-31 | $4,990 | $4,990 | $4,990 | |
| PAIF LLC-SECTION 1256-LT GAIN | P | 2023-01-01 | 2024-12-31 | $7,484 | $7,484 | $7,484 | |
| PAIF LLC-SECTION 1231 GAIN | P | 2023-01-01 | 2024-12-31 | $4,590 | $4,590 | $4,590 | |
| 177104 SHS PIMCO LOW DURATION | P | 2023-01-01 | 2024-12-31 | $1,632,900 | -$125,744 | -$125,744 | $1,758,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,934,614 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44,661 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $44,661 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $44,661 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $150 | EsPenaltyAmt |
| Tax Due | $37,931 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | PIEDMONT TRUST COMPANY | IndividualWithBooksNm |
| Phone | 3362745471 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GREEN VALLEY RD STE 203 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE L DUFOURNIER | ||||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM L R SMITH | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LUNSFORD R SMITH | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SION A BONEY III | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARGARET W GALLAGHER | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAURINDA L DOUGLAS | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN PETER GALLAGHER | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LOUISE B MCCOY | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BARBARA R EVANS | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES L RICHARDSON | ||||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARTIN M BONEY | ||||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CALI C SMITH | ||||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLINE S PRYOR | ||||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY SCOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC DIR/SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $84,998 | CompensationAmt |
| Employee Benefits | $8,399 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $168,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,875,847 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $608,511 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,484,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,484,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $532,265 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,952,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,747,605 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,747,605 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44,661 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,838 | IncomeTaxAmt |
| Total Tax | $50,499 | TotalTaxAmt |
| Distributable Before Adj | $1,697,106 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,697,106 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,697,106 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,618,247 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,618,247 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,697,106 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,461,961 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,618,247 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,461,961 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,286 | 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 | $1,540,820 | 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 | MARY SCOTT HILLSDALE FUND INC PIEDM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3362745471 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETED APPLICATION WITH A COPY OF INTERNAL REVENUE SERVICE EXEMPTION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES VARY EACH YEAR, ONE IN SPRING AND ONE IN FALL | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAPTIVE TENNIS ASSOCIATION OF NORTH CAROLINA | |||||||
| PO BOX 12522 | RALEIGH | NC | 27605 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| ADARA DEVELOPMENT USA | |||||||
| 300 ADMIRAL WAY | EDMONDS | WA | 98020 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| ALLIANCE FOR THE SHENANDOAH VALLEY | |||||||
| PO BOX 674 | NEW MARKET | VA | 22844 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $65,000 |
| AMERICAN ANTIQUARIAN SOCIETY | |||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| AMERICAN LEGION POST | |||||||
| 111 THE PLAINS ROAD | MIDDLEBURG | VA | 20117 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| BATH HIGH SCHOOL PRESERVATION | |||||||
| PO BOX 149 | BATH | NC | 27808 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| BLACK CHILD DEVELOPMENT INSTITUTE OF GREENSBORO INC | |||||||
| 415 N EDGEWORTH STREET | GREENBORO | NC | 27401 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| BLACK MOUNTAIN PRESBYTRIAN CHURCH | |||||||
| 117 MONTREAT ROOAD | BLACK MOUNTAIN | NC | 28711 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| BLUE SCHOLARS INITIATIVE INC | |||||||
| 6375 SW 106 TH STREET | MIAMI | FL | 33156 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $70,000 |
| BUSINESS OF ART CENTER DBA MANITOU ART CENTER | |||||||
| 513/515 MANITOU AVE | SPRINGS | CO | 80829 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $40,000 |
| CAMP HARBOUR VIEW FOUNDATION INC | |||||||
| 79 NEWBURY STREET | BOSTON | MA | 02116 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| CHILDRENS CANCER PARTNERS OF THE CAROLINAS | |||||||
| 900S PINE STREET SUITE F | SPARTANBURG | SC | 29302 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| CLEAN MIAMI BEACH INC | |||||||
| 2395 LAKE PANCOAST DR APT 10 | MIAMI BEACH | FL | 33140 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| COMMUNITY COOKS INC | |||||||
| 337 SOMERVILLE AVENUE | SOMERVILLE | MA | 02143 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| CURAMERICAS GLOBAL INC | |||||||
| PO BOX 1090 | SPRINGS | NC | 27540 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| DENSION UNIVERSITY | |||||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| DOROTHEA DIX PARK CONSERVANCY | |||||||
| 801 HILL STREET | RALEIGH | NC | 27603 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| ELKIN EDUCATION FOUNDATION | |||||||
| PO BOX 803 | ELKIN | NC | 28621 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| FARMER FOODSHARE INC | |||||||
| 902 N MANGUM STREET | DURHAM | NC | 27701 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| FORSYTH JAIL & PRISON MINISTRIES | |||||||
| PO BOX 11802 | WINSTON SALEM | NC | 27116 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| FRIENDS OF THE HISTORIC BELL BUCKLE SCHOOL | |||||||
| POBOX 51 | MURFREESBORO | TN | 37020 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| GREENSBORO DAY SCHOOL | |||||||
| 5401 LAWNDALE | GREENSBORO | NC | 27455 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| GREENSBORO URBAN MINISTRY | |||||||
| 305 WEST GATE CITY BLVD | GREENSBORO | NC | 27406 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| GROWING HIGH POINT | |||||||
| 710 WASHINGTON STREET | HIGH POINT | NC | 27260 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| HEARTS AND HANDS FOR HAITI | |||||||
| 6612 CREEDMOOR ROAD | RALEIGH | NC | 27613 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| HISTORIC PRESERVATION FOUNDATION OF NORTH CAROLINA INC | |||||||
| 220 FAYETTEVILLE STREET | RALEIGH | NC | 27601 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| HOLLINS UNIVERSITY | |||||||
| 7916 WILLIAMSON ROAD | ROANOKE | VA | 24019 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| KENAN FLAGER BUSINESS SCHOOL FOUNDATION | |||||||
| 205 KENAN CENTER CB | CHAPEL HILL | NC | 27599 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| MANNA FOOD BANK INC | |||||||
| 1101 BOSTON ROAD | BRONX | NY | 10456 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| MARBLES KIDS MUSEUM | |||||||
| 201 E HARGETT STREET | RALEIGH | NC | 27601 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| MEMPHIS INNER CITY RUGBY | |||||||
| 391 EAST PARKWAY SOUTH | MEMPHIS | TN | 38104 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $100,000 |
| MIGHTY CHILDREN'S MUSEUM | |||||||
| 21 EAST 4 TH STREET | CHILLICOTHE | OH | 45601 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| MOSES H CONE MEMORIAL HOSPITAL OPERATING CORPORATION | |||||||
| 1200 N ELM STREET | GREENSBORO | NC | 27401 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $31,000 |
| MOUNTAIN COMMUNITIES VOLUNTEER FIRE DEPARTMENT | |||||||
| 869 APPLEBYDRIVE | WOODLAND PARK | CO | 80863 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| NEADS INC | |||||||
| 305 REDEMPTION ROCK | PRINCETON | MA | 01541 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| NORTH CAROLINA SOCIETY | |||||||
| PO BOX 20632 | RALEIGH | NC | 27619 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC | |||||||
| 1210 VARSITY | RALEIGH | NC | 27606 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| NORTH CAROLINA WILDFIRE FEDERATION | |||||||
| 1024 WASHINGTON STREET | RALEIGH | NC | 27605 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $26,000 |
| ORCA BEHAVIOR INSTITUTE | |||||||
| 573 WESTCOTT DRIVE | FRIDAY HARBOR | WA | 98250 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $14,400 |
| QUE TAL LANGUAGE PROGRAM | |||||||
| 14243 75TH AVENUE NORTH | PLYMOUTH | MN | 55446 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| ROCK AND ROLL HALL OF FAME AND MUSEUM INC | |||||||
| 1100 ROCK ROLL BLVD | CLEVELAND | OH | 44114 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $40,000 |
| SAINT MARY'S SCHOOL | |||||||
| 900 HILLSBOROUGH ST | RALEIGH | NC | 27603 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| SEAL HARBOR VILLAGE IMPRVMT SOCIETY INC | |||||||
| PO BOX 171 | SEAL HARBOR | ME | 04675 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| SEALIFE RESPONSE REHABILIATION AND RESEARCH | |||||||
| 22650 DOCK AVE S | DES MOINES | WA | 98198 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| SEATTLE AQUARIUM SOCIETY SEAS DBA SEATTLE AQUARIUM | |||||||
| 1483 ALSKAN | SEATTLE | WA | 98101 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| SECOND HARVEST FOOD BANK OF OF NORTHWEST NORTH CAROLINA INC | |||||||
| 3655 REED STREET | WINSTONSALEM | NC | 27107 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| SEVEN HOMES INC | |||||||
| 4270 PIEDMONT PARKWAY | GREENSBORO | NC | 27410 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTE INC | |||||||
| 21W FRANKLIN STREET | CHARLOTTESVILLE | VA | 22902 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| SPECIAL KIDS INC | |||||||
| 2208E MAIN STREET | MURFREESBORO | TN | 37130 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $12,000 |
| SUSTAINABLE AGRICULTURE & FOOD SYSTEMS FUNDERS | |||||||
| SUITE 306 | SANTA BARBARA | CA | 93101 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,500 |
| TELLER COUNTY REGIONAL ANIMAL SHELTER INC | |||||||
| PO BOX 3904 | DIVIDE | CO | 80814 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| THE AFRO-AMERICAN HISTORICAL ASSOCIATION OF FAUQUIER COUNTY | |||||||
| 4243 LOUDOUN AVENUE | THE PLAINS | VA | 20198 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| THE LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 330 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| THE LOTUS CAMPAIGN INC | |||||||
| 2110 EAST STREET | CHARLOTTE | NC | 28204 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| THE OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| THE PLAINS COMMUNITY LEAGUE | |||||||
| PO BOX 432 | PLAINS | VA | 20198 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| THE URBAN FOOD INITIATIVE DBA DAILY TABLE | |||||||
| 450 AMORY STREET | DORCHESTER | MA | 02130 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| THE WEBB SCHOOL | |||||||
| 319 WEBB ROAD EAST | BELL BUCKLE | TN | 37020 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| TRIANGLE LAND CONSERVANCY INC | |||||||
| 514 SOUTH DUKE STREET | DURHAM | NC | 27701 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| UNITED ARTS COUNCIL OF GREENSBORO | |||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| UNITED WAY OF GREATER GREENSBORO | |||||||
| 1500 YANCEYVILLE STREET | GREENSBORO | NC | 27405 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| 100 ALUMINI CENTER | CHAPEL HILL | NC | 27514 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| UNSCRIPTED | |||||||
| 810 MEMORIAL | MURFREEBORO | TN | 37130 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| VIRGINIA MUSEUM OF FINE ARTS FOUNDATION | |||||||
| 200N BOULEVARD | RICHMOND | VA | 23220 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| VIRGINIA ORGANIZING INC | |||||||
| 703 CONCORD A VENUE | CHARLOTTESVILLE | VA | 229035208 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $1,500 |
| WINDY HILL FOUNDATION INC | |||||||
| 15730 JOHN MARSHALL | RICHMOND | VA | 20115 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 117 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $80,000 |
| YOUNG MUSICIANS ORGANIZATION INC | |||||||
| PO BOX 394 | EVANSTON | WY | 82931 | NONE | PC | TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,458,400 | 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 | $27,586 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,553 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $947,785 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$125,744 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $994,180 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $994,180 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $275 | LegalFeesAmt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIEDMONT ASSOCIATES INVESTMENT FUND LLC | $23,215,201 | $25,554,602 | $32,603,593 |
| PIMCO LOW DURATION FUND | $3,381,502 | $1,622,858 | $1,493,749 |
| DODGE & COX INCOME | $0 | $1,824,485 | $1,802,465 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAIF DISTRIBUTIONS | Desc |
| Amt | $944,679 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EQUIPMENT | $596 | $0 | $596 |
| COMPUTER SERVICES | $6,660 | $0 | $6,660 |
| INSURANCE | $5,061 | $0 | $5,061 |
| UTILITIES | $1,450 | $0 | $1,450 |
| PA LLC-OTHER EXPENSES | $0 | $311,229 | $0 |
| SUBSCRIPTIONS | $133 | $0 | $133 |
| CHARITABLE CONTRIBUTION | $0 | $0 | $113 |
| PIEDMONT TRUST COMPANY FEE | $168,000 | $151,200 | $16,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT FUND DISTRIBUTIONS | $944,679 | $0 | $944,679 |
| PAIF LLC OTHER INCOME | $4,526 | ||
| OTHER INCOME | $3,106 | $17,215 | $3,106 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAIF LLC K-1 ADJUSTMENTS | Desc |
| Amt | $3,834,080 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $0 | $68,504 | $0 |
| TAXES PAID | $35,732 | $0 | $0 |
| PAYROLL TAXES | $6,481 | $0 | $6,481 |
Comments