CLARK FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CLARK FOUNDATION INC (EIN 56-2223653)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201541339349101334
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T10:31:34-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561607467 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDRIX BARNEY & CO CPA'S PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 HUTTON LANE SUITE 103 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | 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 | 562223653 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLARK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 3368487684 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 FLORHAM DRIVE | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN CLARK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3368487684 | PhoneNum |
| Signature | 2015-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK G HENDRIX CPA | PreparerPersonNm |
| PTIN | P00267398 | PTIN |
| Phone | 3368872272 | PhoneNum |
| Preparation | 2015-05-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,277,458 | 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 |
| Dividends Rev And Expnss | $23,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,750 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,776 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,776 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $97,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,231 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,549 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,356 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,356 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,856 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,405 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,856 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,375 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $20,003 | CashEOYAmt |
| Cash EOYFMV | $20,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $181,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $181,741 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $641,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $946,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,075,717 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $479,805 | OtherAssetsBOYAmt |
| Total Assets BOY | $1,121,956 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,147,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,277,458 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,121,956 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,147,782 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,121,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,147,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,121,956 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,147,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,121,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,826 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,147,782 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,147,782 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED SCHEDULE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $99,648 | GrossSalesPriceAmt |
| Cost Or Other Basis | $62,224 | CostOrOtherBasisAmt |
| Gain Or Loss | $37,424 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $37,424 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,750 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,767 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,263,999 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040955 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $38,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,169,921 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032652 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,603 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,167,894 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043328 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,487 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,117,109 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045194 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,052 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,051,216 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.027637 | DistributionYr5Rt |
| Total Distribution | 0.189766 | TotalDistributionRt |
| Average Distribution | 0.037953 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,288,397 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,899 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $904 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,803 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,000 | 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 | $904 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $904 | SubtotalAmt |
| Tax Based On Investment Income | $904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $104 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NOT APPLICABLE | WebsiteAddressTxt |
| Individual With Books | SUSAN CLARK | IndividualWithBooksNm |
| Phone | 3368487684 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 FLORHAM DRIVE | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| KEITH CLARK | ||||||||
| 213 WESTRIDGE DRIVE | HIGH POINT | NC | 27262 | PRESIDENT | 1.00 | $1,400 | $0 | $0 |
| MARK CLARK | ||||||||
| 716 FLORHAM DRIVE | HIGH POINT | NC | 27262 | V PRESIDENT | 1.00 | $1,400 | $0 | $0 |
| SUSAN CLARK | ||||||||
| 716 FLORHAM DRIVE | HIGH POINT | NC | 27262 | SEC/TRES | 1.00 | $1,400 | $0 | $0 |
| MATTHEW CLARK | ||||||||
| 716 FLORHAM DRIVE | HIGH POINT | NC | 27262 | DIRECTOR | 1.00 | $1,400 | $0 | $0 |
| KATHERINE CLARK | ||||||||
| 716 FLORHAM DRIVE | HIGH POINT | NC | 27262 | DIRECTOR | 1.00 | $1,400 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $868,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,145 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $359,854 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,308,017 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,308,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,620 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,288,397 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,420 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,420 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $904 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $904 | TotalTaxAmt |
| Distributable Before Adj | $63,516 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,516 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,516 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $63,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $904 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,096 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $54,865 | UndistributedIncomePYAmt |
| Qualifying Distributions | $63,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $54,865 | AppliedToYear1Amt |
| Applied To Current Year | $8,135 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $55,381 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CLARK FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 FLORHAM DRIVE | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3368487684 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF REQUEST AND PURPOSE OF CHARITABLE REQUEST ALONG WITH A COPY OF 501(C)(3) DETERMINATION LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SECTION 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CHILDREN'S HOME | |||||||
| PO BOX 1288 | LEXINGTON | NC | 27293 | NONE | PUBLIC | OPERATIONS | $7,000 |
| WESLEY MEMORIAL UNITED ME | |||||||
| 1225 CHESTNUT DRIVE | HIGH POINT | NC | 27262 | NONE | PUBLIC | TTW SCHOOL | $10,000 |
| WESLEY MEMORIAL UNITED METHODIST CH | |||||||
| 1225 CHESTNUT DRIVE | HIGH POINT | NC | 27262 | NONE | PUBLIC | PASTOR'S LOCAL RELIEF FUND | $8,000 |
| GEORGETOWN PREP SCHOOL | |||||||
| 10900 ROCKVILLE PIKE | NORTH BETHESDA | MD | 20852 | NONE | PUBLIC | INTERNATIONAL PROGRAMS | $2,500 |
| WEST END MINISTRIES | |||||||
| 901 ENGLISH ROAD | HIGH POINT | NC | 27262 | NONE | PUBLIC | OPERATIONS | $5,000 |
| OPEN DOOR MINISTRIES | |||||||
| 400 N CENTENNIAL STREET | HIGH POINT | NC | 27262 | NONE | PUBLIC | OPERATIONS | $5,000 |
| FAMILY SERVICES OF THE PIEDMONT | |||||||
| 1401 LONG STREET | HIGH POINT | NC | 27262 | NONE | PUBLIC | OPERATIONS | $5,000 |
| ARCHDALETRINITY SERCO CLUB | |||||||
| 9445 US HWY 311 | ARCHDALE | NC | 27263 | NONE | PUBLIC | OPERATIONS | $2,500 |
| WARD STREET UNITED METHODIST CHURCH | |||||||
| 1619 W WARD AVENUE | HIGH POINT | NC | 27260 | NONE | PUBLIC | MISSION/RESOURCE CENTER | $3,000 |
| CATHOLIC CHARITIES SPANISH CATHOLIC | |||||||
| 1618 MONROE ST NW | WASHINGTON | DC | 20010 | NONE | PUBLIC | OPERATIONS | $1,500 |
| THE MADEIRA SCHOOL | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | NONE | PUBLIC | OPERATIONS | $1,000 |
| THEATRE ART GALLERIES OF HIGH POINT | |||||||
| 220 E COMMERCE STREET | HIGH POINT | NC | 27260 | NONE | PUBLIC | OPERATIONS | $1,000 |
| RED DOG FARM ANIMAL RESCUE | |||||||
| 5836 BUR-MILL CLUB ROAD | GREENSBORO | NC | 27410 | NONE | PUBLIC | OPERATIONS | $500 |
| HIGH POINT COMMUNITY THEATRE | |||||||
| 121 S CENTENNIAL STREET | HIGH POINT | NC | 27260 | NONE | PUBLIC | OPERATIONS | $500 |
| HIS LABORING FEW MINISTRIES | |||||||
| 812 MARTIN L KING JR DR | THOMASVILLE | NC | 27360 | NONE | PUBLIC | OPERATIONS | $2,000 |
| SAFE HARBOR RESCUE MISSION | |||||||
| 210 2ND ST SE | HICKORY | NC | 28602 | NONE | PUBLIC | OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $23,705 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $2,776 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $70,750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $97,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,231 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FUNDAMENTAL INVESTORS FUND INC | $71,673 | $95,247 |
| GROWTH FUND OF AMERICA CLASS A | $55,638 | $70,514 |
| NEW WORLD FUND CLASS A | $25,599 | $42,860 |
| INTERMEDIATE BOND FUND OF AMERICA | $19,295 | $18,976 |
| INCOME FUND OF AMERICA CL A | $71,249 | $94,054 |
| BOND FUND OF AMERICA | $16,431 | $16,547 |
| CAPITAL INCOME BUILDER FUND CL A | $64,258 | $62,834 |
| CAPITAL WORLD GROWTH & INCOME CL A | $35,546 | $37,216 |
| CAPITAL WORLD BOND FUND | $35,006 | $33,694 |
| AMERICAN HIGH INCOME TRUST | $31,304 | $30,363 |
| AMERICAN INTERNATIONAL GROWTH & INC | $28,931 | $26,887 |
| FUNDAMENTAL INVESTORS | $12,519 | $16,384 |
| BLACKROCK EQUITY DIVIDEND | $11,643 | $16,517 |
| CAPITAL WORLD BOND FUND | $27,997 | $27,400 |
| DEUTSCHE SMALL CAP VALUE FUND | $12,119 | $11,330 |
| EATON VANCE INC FD BOSTON | $36,698 | $38,324 |
| EATON VANCE LARGE CAP VALUE FD | ||
| FRANKLIN TOTAL RETURN FUND | $15,891 | $16,294 |
| HARBOR INTERNATIONAL FUND | $15,118 | $15,887 |
| HARTFORD CAP APPRECIATION FUND | $8,853 | $10,894 |
| JP MORGAN CORE BOND FUND | $21,438 | $22,114 |
| PERKINS MID CAP VALUE FUND CL 1 | $17,117 | $16,605 |
| LORD ABBETT TOTAL RETURN FUND | $22,072 | $22,029 |
| MFS VALUE FUND CL I | $27,003 | $33,025 |
| MANNING & NAPIER WORLD OPPORTUNITY | $33,618 | $32,599 |
| MANNING & NAPIER EQUITY FUND | $11,001 | $10,955 |
| FRANKLIN MUT GLOBAL DISCOVERY FUND Z | $9,527 | $10,937 |
| FRANKLIN MUTUAL SHARES FUND Z | $15,687 | $21,899 |
| OPPENHEIMER INTERNATIONAL GROWTH | $25,200 | $32,327 |
| T ROWE PRICE BLUE CHIP GROWTH | $13,893 | $21,865 |
| T ROWE PRICE MID CAP GROWTH | $8,651 | $11,085 |
| T ROWE PRICE SHORT TERM BOND | $27,858 | $27,448 |
| TEMPLETON GLOBAL BOND FUND | $28,210 | $27,203 |
| INVESCO GROWTH & INCOME | $12,144 | $16,494 |
| VIRTUS EMERGING MRKTS OPPTYS I | $27,065 | $32,071 |
| JPM FED MONEY MARKET INSTL CL | $10,459 | $10,459 |
| VOYA SMALL COMPANY FUND | $15,379 | $16,862 |
| MFS MASSACHUSETTS INV TR | $13,169 | $16,537 |
| HARTFORD GROWTH OPPORTUNITIES | $10,779 | $10,981 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN INSURANCE POLICY | Desc |
| BOY Book Value | $479,805 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| SERVICE FEE | $5,356 | $5,356 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| GAIN FROM INSURANCE POLICY | $2,251 | $2,251 |
| INTEREST FROM INS POLICY | $525 | $525 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $1,549 | Amt |
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