THE Z V PATE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE Z V PATE FOUNDATION INC (EIN 56-1469816)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-08-27
- IRS object ID
- 201402399349100005
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-27T09:57:29-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560731535 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S PRESTON DOUGLAS & ASSOCIATES LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2339 | AddressLine1 |
| City | LUMBERTON | City |
| State | NC | State |
| ZIP Code | 283592339 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561469816 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZV PATE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZVPA | BusinessNameControlTxt |
| Phone | 9104622122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1 |
| City | LAUREL HILL | City |
| State | NC | State |
| ZIP Code | 28351 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY M WILLIAMS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9104622122 | PhoneNum |
| Signature | 2014-08-29 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN L GRISSOM JR | PreparerPersonNm |
| PTIN | P00116611 | PTIN |
| Phone | 9107397523 | PhoneNum |
| Preparation | 2014-08-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,006,607 | 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 | $79,775 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $25,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,202 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,202 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,938 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,899 | GrossSalesPriceAmt |
| Total Rev And Expnss | $122,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,209 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,209 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,855 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,855 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,855 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,855 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $254 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $254 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $254 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $254 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,201 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,201 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $9,201 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,201 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,310 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,310 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,310 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,310 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,310 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,310 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,899 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,899 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,318 | CashBOYAmt |
| Cash EOY | $104,282 | CashEOYAmt |
| Cash EOYFMV | $104,282 | CashEOYFMVAmt |
| Corporate Stock BOY | $562,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $567,339 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $902,325 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $649,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $671,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,006,607 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $649,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | $671,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $649,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $671,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $649,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $671,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $649,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,487 | ExcessRevenueOverExpensesAmt |
| Subtotal | $671,621 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $671,621 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $94,935 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $807,964 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.117499 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $101,608 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $691,192 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.147004 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $145,610 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $691,597 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.210542 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $112,552 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $575,576 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.195547 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $118,838 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $624,713 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.190228 | DistributionYr5Rt |
| Total Distribution | 0.860820 | TotalDistributionRt |
| Average Distribution | 0.172164 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $935,257 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,018 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $139 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,157 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,435 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $278 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $278 | SubtotalAmt |
| Tax Based On Investment Income | $278 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $278 | 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BRADLEY M WILLIAMS | IndividualWithBooksNm |
| Phone | 9104622122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1 |
| City | LAUREL HILL | City |
| State | NC | State |
| ZIP Code | 28351 | ZIPCode |
| 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 (3 entries)
| Business Name Line2BusinessName/BusinessNameLine2 | Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| DAVID L BURNS | ||||||||||
| DAVID L BURNS | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CAROLYN P PAUL | ||||||||||
| CAROLYN P PAUL | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | SECRETARY | 1.00 | $0 | $0 | $0 |
| BRADLEY M WILLIAMS | ||||||||||
| BRADLEY M WILLIAMS | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | TREASURER | 1.00 | $0 | $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 | $848,902 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $949,500 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $949,500 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $935,257 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,763 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,763 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $278 | TotalTaxAmt |
| Distributable Before Adj | $46,485 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,485 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,485 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,435 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,435 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $100,435 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,485 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $87,930 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,011 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,470 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,774 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $405,481 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $100,435 | QualifyingDistributionsAmt |
| Applied To Current Year | $46,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,950 | RemainingDistriFromCorpusAmt |
| Total Corpus | $459,431 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $87,930 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $371,501 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,011 | ExcessFromYear4Amt |
| Excess From Year3 | $111,470 | ExcessFromYear3Amt |
| Excess From Year2 | $67,296 | ExcessFromYear2Amt |
| Excess From Year1 | $54,774 | ExcessFromYear1Amt |
| Excess From Current Year | $53,950 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID L BURNS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ZV PATE FOUNDATION INC | AddressLine1 |
| Address Line2 | PO BOX 159 | AddressLine2 |
| City | LAUREL HILL | City |
| State | NC | State |
| ZIP Code | 28351 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9104622122 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITTEN FORM, INCLUDING IDENTIFICATION OF APPLICANT, TYPE OF ORGANIZATION, AMOUNT REQUESTED, DESCRIPTION OF USE OF THE FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANYTIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE LIMITED TO THE SOUTHEASTERN UNITED STATES AREA. ORGANIZATIONS ARE NOTIFIED WITHIN SIXTY DAYS AS TO APPROVAL OR REJECTION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| AMERICAN CANCER SOCIETY | 13291 WESLEYAN DRIVE | 13291 WESLEYAN DRIVE | LAURINBURG | NC | 28352 | NONE | MEDICAL | $3,500 |
| AMERICAN RED CROSS | ||||||||
| AMERICAN RED CROSS | 200 ATKINSON STREET | 200 ATKINSON STREET | LAURINBURG | NC | 28352 | NONE | MEDICAL | $2,000 |
| BOY SCOUTS OF AMERICA | ||||||||
| BOY SCOUTS OF AMERICA | PO BOX 7156 | PO BOX 7156 | WILMINGTON | NC | 28406 | NONE | COMMUNITY | $6,475 |
| CHRIST CHURCH CHARLOTTE | ||||||||
| CHRIST CHURCH CHARLOTTE | 1412 PROVIDENCE ROAD | 1412 PROVIDENCE ROAD | CHARLOTTE | NC | 28207 | NONE | RELIGIOUS | $1,000 |
| HOSPICE OF SCOTLAND CO | ||||||||
| HOSPICE OF SCOTLAND COUNTY | PO BOX 1033 | PO BOX 1033 | LAURINBURG | NC | 28353 | NONE | MEDICAL | $1,250 |
| LAURINBURG PRESBYTERIAN CHURCH | ||||||||
| LAURINBURG PRESBYTERIAN CHURCH | 600 WEST CHURCH STREET | 600 WEST CHURCH STREET | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $2,000 |
| LAUREL HILL LIONS CLUB | ||||||||
| LAUREL HILL LIONS CLUB | 404 FULTON AVENUE | 404 FULTON AVENUE | LAURINBURG | NC | 28352 | NONE | COMMUNITY | $100 |
| SAINT LUKE UMC | ||||||||
| SAINT LUKE UMC | 1501 TURNPIKE ROAD | 1501 TURNPIKE ROAD | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $100 |
| SCOTLAND MEMORIAL FOUNDAT | ||||||||
| SCOTLAND MEMORIAL FOUNDATION | 500 LAUCHWOOD DRIVE | 500 LAUCHWOOD DRIVE | LAURINBURG | NC | 28352 | NONE | MEDICAL | $6,500 |
| ST ANDREWS PRESBYTERIAN C | ||||||||
| ST ANDREWS PRESBYTERIAN COLLEGE | 1700 DOGWOOD MILE | 1700 DOGWOOD MILE | LAURINBURG | NC | 28352 | NONE | EDUCATION | $50,000 |
| UNITED WAY OF SCOTLAND CO | ||||||||
| UNITED WAY OF SCOTLAND COUNTY | PO BOX 742 | PO BOX 742 | LAURINBURG | NC | 28353 | NONE | COMMUNITY | $12,000 |
| WEST ROCKINGHAM UNITED ME | ||||||||
| WEST ROCKINGHAM UNITED METHODIST CHURCH | 217 WEST US 74 | 217 WEST US 74 | ROCKINGHAM | NC | 28379 | NONE | RELIGIOUS | $1,000 |
| DOMESTIC VIOLENCE & RAPE CRISIS CEN | ||||||||
| DOMESTIC VIOLENCE & RAPE CRISIS CENTER | 230 W CHURCH ST | 230 W CHURCH ST | LAURINBURG | NC | 28352 | NONE | COMMUNITY | $200 |
| PATE-GARDNER ELEMENTARY SCHOOL | ||||||||
| PATE-GARDNER ELEMENTARY SCHOOL | 14241 OIL MILL ROAD | 14241 OIL MILL ROAD | GIBSON | NC | 28343 | NONE | EDUCATIONAL | $500 |
| ST SAVIOR'S CENTER | ||||||||
| ST SAVIOR'S CENTER | 616 TUCKER STREET | 616 TUCKER STREERT | RALEIGH | NC | 27603 | NONE | COMMUNITY | $1,000 |
| RICHMOND COMMUNITY COLLEGE FOUNDATI | ||||||||
| RICHMOND COMMUNITY COLLEGE FOUNDATION | 1042 WEST HAMLET AVENUE | 1042 WEST HAMLET AVENUE | HAMLET | NC | 28345 | NONE | EDUCATIONAL | $1,000 |
| SCOTLAND HIGH SCHOOL | ||||||||
| SCOTLAND HIGH SCHOOL | 1000 W CHURCH STREET | 1000 W CHURCH STREET | LAURINBURG | NC | 28352 | NONE | EDUCATIONAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,125 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,202 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,938 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $43,147 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,147 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED ON FUNDS INVESTED FOR CHARITABLE PURPOSES |
| 4 | DIVIDENDS EARNED ON FUNDS INVESTED FOR CHARITABLE PURPOSES |
| 8 | GAIN (LOSS) - SALE OF INVSTMTS USED FOR CHARITABLE PURPOSE |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ZV PATE INCORPORATED | ||||||
| 1 | PO BOX 159 | LAUREL HILL | NC | 28351 | $48,634 | Yes (X) |
| ELROD FARMS INC | ||||||
| 2 | PO BOX 159 | LAUREL HILL | NC | 28351 | $8,630 | Yes (X) |
| STONEWALL FARMS INC | ||||||
| 3 | PO BOX 159 | LAUREL HILL | NC | 28351 | $10,000 | Yes (X) |
| RAEMON FARMS INC | ||||||
| 4 | PO BOX 159 | LAUREL HILL | NC | 28351 | $6,230 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,855 | Amt |
| Net Investment Income | $1,855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,855 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,855 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| Business Name Line2BusinessName/BusinessNameLine2 |
|---|
| DAVID L BURNS |
| DAVID L BURNS |
| CAROLYN P PAUL |
| CAROLYN P PAUL |
| BRADLEY M WILLIAMS |
| BRADLEY M WILLIAMS |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (18 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| HOME DEPOT | 2008-07 | PURCHASE | 2013-07 | $9,641 | $2,999 | $6,642 |
| PIMCO EMERGING MARKET BOND FUND | 2011-05 | PURCHASE | 2013-07 | $31,928 | $32,943 | -$1,015 |
| OPPENHEIMER SENIOR FLOATING | 2013-02 | PURCHASE | 2013-08 | $18,210 | $18,167 | $43 |
| MACK-CALI REALTY | 2009-05 | PURCHASE | 2013-09 | $8,356 | $10,247 | -$1,891 |
| ANNALY CAPITAL | 2012-12 | PURCHASE | 2013-12 | $6,979 | $10,241 | -$3,262 |
| WELLS FARGO | 2013-12 | PURCHASE | 2013-12 | $45,280 | $45,261 | $19 |
| WELLS FARGO | 2013-12 | PURCHASE | 2013-12 | $4,522 | $4,373 | $149 |
| WASTE MANAGEMENT | 2005-09 | PURCHASE | 2013-12 | $1,793 | $1,094 | $699 |
| UNUM/PROVIDENT | 2003-07 | PURCHASE | 2013-12 | $2,656 | $977 | $1,679 |
| INGREDION INC | 2012-04 | PURCHASE | 2014-01 | $17,217 | $14,310 | $2,907 |
| QEP RESOURCES | 2012-11 | PURCHASE | 2014-02 | $12,990 | $12,083 | $907 |
| RF MICRO DEVICES | 2013-12 | PURCHASE | 2014-02 | $10,422 | $9,516 | $906 |
| WASTE MANAGEMENT | 2005-09 | PURCHASE | 2014-02 | $17,133 | $10,940 | $6,193 |
| PINNACLE FOOD | 2014-01 | PURCHASE | 2014-05 | $9,952 | $7,808 | $2,144 |
| SPINOFF NOW | 2002-07 | PURCHASE | 2014-06 | $2 | -$2 | |
| NOW INC | 2002-07 | PURCHASE | 2014-06 | $19 | $19 | |
| SPINOFF GABELLI GLOBAL SMALL & MID | 2008-09 | PURCHASE | 2014-06 | $1,797 | $1,797 | |
| GABELLI GLOBAL SMALL & MID | 2008-09 | PURCHASE | 2014-06 | $4 | $4 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CAPITAL LTD | $16,754 | $18,348 |
| AMGEN | $14,777 | $29,593 |
| ANNALY CAPITAL MANAGEMENT INC | ||
| BANK OF NEW YORK MELLON | $13,552 | $20,052 |
| BARRICK GOLD CORP | $16,592 | $9,333 |
| CABELA'S | $5,502 | $21,154 |
| CHEVRONTEXACO | $10,132 | $30,027 |
| CISCO | $22,003 | $29,820 |
| CNH INDUSTRIAL NV | $10,539 | $10,220 |
| COCA-COLA CO | $13,264 | $21,349 |
| DUPONT | $20,603 | $33,898 |
| EL DORADO GOLD CORP LTD FG | $8,385 | $11,460 |
| FREEPORT MCMORAN | $5,130 | $16,279 |
| GABELLI | $16,908 | $33,113 |
| GABELLI GLOBAL SMALL & MID CAP VALUE | $1,797 | $1,623 |
| GE | $12,982 | $11,695 |
| GOLDMAN SACS | $9,955 | $10,425 |
| $10,303 | $31,319 | |
| HATTERAS FINANCIAL CORP | $13,005 | $9,905 |
| HOME DEPOT | $5,227 | $18,540 |
| INGREDION | ||
| JAPAN SMALLER CAPITALIZATION | $12,141 | $13,468 |
| JOHNSON & JOHNSON | $17,356 | $30,444 |
| KOREA | $5,014 | $9,740 |
| LOCORR MANAGED FUTURES | $27,633 | $27,917 |
| MACK CALI REALTY | ||
| MERCK & CO INC | $24,696 | $33,264 |
| MICROSEMI CORPORATION | $10,248 | $12,042 |
| MICROSOFT | $28,292 | $44,702 |
| MORGAN STANLEY SERIES A | $12,394 | $12,138 |
| NATIONAL OILWELL | $2,382 | $24,211 |
| NOW INC | $259 | $2,643 |
| NUCOR | $20,471 | $31,028 |
| OPPENHEIMER SENIOR FLOATING | ||
| PIMCO EMERGING MARKETS | ||
| PINNACLE FOOD INC | $9,178 | $11,022 |
| PIONEER NATURAL | $3,252 | $36,540 |
| QEP RESOURCES INC | ||
| QUANTA SERVICES INC | $12,890 | $14,178 |
| TEMPLETON DRAGON | $9,728 | $19,181 |
| TEMPLETON EMERGING MARKETS INCOME | $31,533 | $31,717 |
| UNUM GROUP | $11,735 | $31,284 |
| WAL-MART | $13,034 | $20,044 |
| WASTE MANAGEMENT | ||
| WELLPOINT | $10,505 | $27,118 |
| WELLS FARGO | $34,122 | $57,816 |
| WESTERN ASSET VARIABLE | $43,066 | $43,675 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK CHARGES | $9,201 | $9,201 | $9,201 | $9,201 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| US TREASURY | $237 | $237 | $237 | $237 |
| FOREIGN TAXES WITHHELD | $17 | $17 | $17 | $17 |
Comments