REINEMUND FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- REINEMUND FAMILY FOUNDATION (EIN 75-2795065)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-04
- IRS object ID
- 201531249349100223
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-04T13:21:49-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341844573 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARAGON ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20820 CHAGRIN BLVD SUITE 300 | AddressLine1Txt |
| City | SHAKER HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | 752795065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINEMUND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIN | BusinessNameControlTxt |
| Phone | 2164913990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2712 BARTRAM PLACE | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN REINEMUND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2164913990 | PhoneNum |
| Signature | 2015-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE L JEMISON | PreparerPersonNm |
| PTIN | P00446214 | PTIN |
| Phone | 2164913990 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,536,152 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $659,972 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,019 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,019 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,894 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $795,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,836 | 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 |
| Taxes Rev And Expnss | $2,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $365 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $365 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $338,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $338,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $340,609 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $365 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $455,199 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,497,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,479,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,479,591 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,170 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,170 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,170 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,606,808 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,052,877 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,732,466 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $477,749 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,502,211 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,321,924 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,581,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,036,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,536,152 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,581,651 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,036,850 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,581,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,036,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,581,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,036,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,581,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $455,199 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,036,850 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,036,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $42,894 | GrossSalesPriceAmt |
| Gain Or Loss | $42,894 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $42,894 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,894 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,066,090 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.007182 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $133,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,960,628 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026952 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $256,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,335,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059075 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $368,730 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,516,837 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081635 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $205,340 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,319,736 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047535 | DistributionYr5Rt |
| Total Distribution | 0.222379 | TotalDistributionRt |
| Average Distribution | 0.044476 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,910,886 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $351,845 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,355 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $353,200 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $338,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,709 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,709 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,709 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,150 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,150 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,559 | 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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FDNCENTER.ORG | WebsiteAddressTxt |
| Individual With Books | PARAGON ADVISORS | IndividualWithBooksNm |
| Phone | 2164913990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20820 CHAGRIN BLVD SUITE 300 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN S REINEMUND | ||||||||
| 2712 BARTRAM PLACE | WINSTON SALEM | NC | 27106 | DIRECTOR, PRESIDENT | 0.00 | $0 | $0 | $0 |
| GAIL T REINEMUND | ||||||||
| 2712 BARTRAM PLACE | WINSTON SALEM | NC | 27106 | DIRECTOR, VP, SEC, T | 0.00 | $0 | $0 | $0 |
| STEVEN S REINEMUND JR | ||||||||
| 3101 GIRARD AVE S | MINNEAPOLIS | MN | 55408 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JONATHAN C REINEMUND | ||||||||
| 4229 SOUTH BELLAIRE CIRCLE | ENGLEWOOD | CO | 80113 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KEVIN T REINEMUND | ||||||||
| 2712 BARTRAM PLACE | WINSTON SALEM | NC | 27106 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHRISTINA E REINEMUND | ||||||||
| 2712 BARTRAM PLACE | WINSTON SALEM | NC | 27106 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,630,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,400,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,031,356 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,031,356 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,910,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $395,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $395,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,709 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,709 | TotalTaxAmt |
| Distributable Before Adj | $392,835 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $392,835 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $392,835 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $338,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $338,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $392,835 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $101,927 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $41,647 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $143,574 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $338,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $338,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $54,835 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $54,835 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,739 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $88,739 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,092 | ExcessFromYear4Amt |
| Excess From Year3 | $41,647 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN S REINEMUND | ContributingManagerNm |
| Contributing Manager | GAIL T REINEMUND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| HOPENET INC | ||||||
| 2501 E CENTRAL SUITE 2 | WICHITA | KS | 67214 | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| UNITED STATES NAVAL ACADEMY | ||||||
| 291 WOOD RD BEACH HALL | ANNAPOLIS | MD | 21402 | PUBLIC CHARITY | GENERAL FUND | $300,000 |
| UNIVERSITY OF VIRGINIA DARDEN SCHOOL | ||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| WAKE FOREST BAPTIST MEDICAL CENTER | ||||||
| 1 MEDICAL CENTER | WINSTONSALEM | NC | 27103 | PUBLIC CHARITY | GENERAL FUND | $500 |
| TEACH FOR AMERICA | ||||||
| 324 BLACKWELL ST | DURHAM | NC | 27701 | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| THE INTERNATIONAL REPUBLICAN INSTITUTE | ||||||
| 1225 I STREET NW SUITE 700 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| FURMAN UNIVERSITY | ||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | PUBLIC CHARITY | GENERAL FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $338,000 | 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 | $1,019 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,923 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,894 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,836 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,836 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| STEVEN S AND GAIL T REINEMUND | |||||||
| 1 | 712 BARTRAM PLACE | WINSTON SALEM | NC | 27106 | $389,972 | Yes (X) | |
| STEVEN S AND GAIL T REINEMUND | |||||||
| 2 | 712 BARTRAM PLACE | WINSTON SALEM | NC | 27106 | $270,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,912 SHARES OF SPDR S&P 500 TRUST | NoncashPropertyDesc |
| Fair Market Value | $389,972 | FairMarketValueAmt |
| Received | 2014-11-12 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| N/A | $0 |
| N/A | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PEPSICO COMMON STOCK | $1,589,883 | $2,206,942 |
| MARRIOTT VACATIONS WORLDWIDE STOCK | $73,022 | $132,532 |
| SPDR S&P 500 | $389,972 | $392,992 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GABELLI ASSET FUND STOCK | AT COST | $501,819 | $522,754 |
| OAKMARK INTERNATIONAL | AT COST | $636,205 | $573,212 |
| CAUSEWAY INTERNATIONAL | AT COST | $614,187 | $567,935 |
| MAINSTAY MARKETFIELD | AT COST | $750,000 | $658,023 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTERED AGENT FEE | Desc |
| Revenue And Expenses Per Books | $365 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $365 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $600 | $0 | $0 |
| FOREIGN TAXES | $1,644 | $0 | $0 |
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