HILLSDALE FUND INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HILLSDALE FUND INC (EIN 56-6057433)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-06
- IRS object ID
- 201413109349100731
- 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
- Contractor Compensation Expln
- General Explanation Attachment
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-06T14:11:04-08:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 INC | BusinessNameLine1 |
| 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 | C/O PIEDMONT TRUST CO BOX 20124 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27420 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA R EVANS | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura Bennett | PreparerPersonNm |
| PTIN | P01044880 | PTIN |
| Phone | 3362745471 | PhoneNum |
| 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 | $32,598,267 | 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 | $19,284 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $563,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,760 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $2,102,883 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $884,551 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$207,889 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $899,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,458,452 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,173 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $62,173 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,024 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,024 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $275 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $275 | OtherProfFeesNetInvstIncmAmt |
| Interest Net Invst Incm | $41,113 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $47,504 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,042 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $31,527 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $31,527 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $152,216 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $345,147 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,594 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $296,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $410,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $149,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,277,061 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,277,061 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,573,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $410,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,426,379 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$674,657 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,047,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,628 | CashBOYAmt |
| Cash EOY | $33,369 | CashEOYAmt |
| Cash EOYFMV | $33,369 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $418,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $292,180 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $292,180 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $4,760 | CorporateBondsBOYAmt |
| Other Assets BOY | $24,882,347 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,824,433 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $32,272,718 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,431,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,149,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,598,267 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $25,431,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $26,149,982 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,431,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,149,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,431,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,149,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,431,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$674,657 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,277,268 | OtherIncreasesAmt |
| Subtotal | $27,034,502 | SubtotalAmt |
| Other Decreases | $884,520 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,149,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,102,883 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,428,662 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,411,958 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05028 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,370,016 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,179,519 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04695 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,268,340 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,063,011 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04687 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,525,715 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,182,211 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06309 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,760,317 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,735,859 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05547 | DistributionYr5Rt |
| Total Distribution | 0.26266 | TotalDistributionRt |
| Average Distribution | 0.05253 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,311,223 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,592,309 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,479 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,612,788 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,426,379 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,958 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40,958 | SubtotalAmt |
| Tax Based On Investment Income | $40,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,050 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $45,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $64,550 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $247 | EsPenaltyAmt |
| Overpayment | $23,345 | OverpaymentAmt |
| Applied To ES Tax | $23,345 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362745471 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 GREEN VALLEY RD | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27408 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| LUNSFORD RICHARDSON Jr | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | President | 4.00 | $0 |
| WILLIAM L R SMITH | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| MARGARET R WHITE | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| EUDORA L RICHARDSON | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| RICHARD G SMITH III | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| LUNSFORD R SMITH | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| SION A BONEY III | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| MARGARET W GALLAGHER | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| LAURINDA L DOUGLAS | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| JOHN PETER GALLAGHER | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| LOUISE B MCCOY | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| BARBARA R EVANS | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| JAMES L RICHARDSON | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $0 |
| MARTIN M BONEY | ||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | $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 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $63,225 | CompensationAmt |
| Employee Benefits | $3,024 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $132,000 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,451,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $321,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,772,815 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $30,772,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $461,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,311,223 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,515,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,515,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,958 | TotalTaxAmt |
| Distributable Before Adj | $1,474,603 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,474,603 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,474,603 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,426,379 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,426,379 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,426,379 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,474,603 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,272,765 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,426,379 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,272,765 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $153,614 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,320,989 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LUNSFORD RICHARDSON Jr | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY SCOTT HILLSDALE FUND INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27420 | ZIPCode |
| 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 (85 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED ARTS COUNCIL OF GREATER GSO | |||||||
| 200 N DAVIE STREET | GREENSBORO | NC | 27401 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| PIEDMONT ENVIROMENTAL COUNCIL | |||||||
| PO BOX 460 | WARRENTON | VA | 20188 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| NORWALK COMMUNITY - TECHICAL COLLEG | |||||||
| 188 RICHARDS AVE | NORWALK | CT | 06825 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 117 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $75,500 |
| VIRGINIA EASTERN SHORE LAND TRUST | |||||||
| PO BOX 1114 | EXMORE | VA | 23350 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,000 |
| CONSORT MUSICK INC | |||||||
| PO BOX 1913 | NEW YORK | NY | 10159 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| ROCK AND ROLL HALL OF FAME AND MUSE | |||||||
| 1100 ROCK ROLL BLVD | CLEVELAND | OH | 44114 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| THE PLAINS VOLUNTEER FIRE COMPANY | |||||||
| PO BOX 93 | THE PLAINS | VA | 20198 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,500 |
| EDUCATIONAL FOUNDATION INC | |||||||
| 100 EUROPA DR STE 371 | CHAPEL HILL | NC | 27517 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| UNITED WAY OF GREATER GREENSBORO | |||||||
| 1500 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $7,500 |
| DENVER KIDS | |||||||
| 1330 FOX STREET 2ND FLOOR SOUTH | DENVER | CO | 80204 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| FRIENDS OF THE RAPPAHANNOCK INC | |||||||
| 3219 FALL HILL AVENUE | FREDERICKSBURG | VA | 22401 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $16,785 |
| THE ISIS FOUNDATION USA | |||||||
| 12230 NW SUNNINGDALE DRIVE | PORTLAND | OR | 97229 | NONE | 509(a)(3) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $35,000 |
| MIDDLEBURG LIBRARY ADVISORY BOARD | |||||||
| PO BOX 1823 | MIDDLEBURG | VA | 20118 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $29,000 |
| MOUNT DESERT ISLAND HOSPITAL | |||||||
| PO BOX 8 | BAR HARBOR | ME | 04609 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| RAVENSCROFT SCHOOL | |||||||
| 7409 FALLS OF NEUSE ROAD | RALEIGH | NC | 27615 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| PROMUSICA CHAMBER ORCHESTRA | |||||||
| 243 NORTH FIFTH STREET SUITE 202 | COLUMBUS | OH | 43215 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,000 |
| RURAL ADVANCEMENT FOUNDATION INTL | |||||||
| PO BOX 640 | PITTSBORO | NC | 27312 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| FORE HOPE INC | |||||||
| 1169 DUBLIN ROAD | COLUMBUS | OH | 43215 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $6,000 |
| MILLBROOK SCHOOL | |||||||
| 131 MILLBROOK SCHOOL ROAD | MILLBROOK | NY | 12545 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $1,000 |
| THE WEBB SCHOOLS | |||||||
| 1175 W BASELINE ROAD | CLAREMONT | CA | 91711 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| RONALD MCDONALD HOUSE CHAR OF DENVE | |||||||
| 1300 E 21ST AVENUE | DENVER | CO | 80205 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $23,500 |
| NATIONAL INTERCOLLEGIATE FLYING ASS | |||||||
| PO BOX 15081 | MONROE | LA | 71207 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $16,875 |
| SEAL HARBOR VILLAGE IMPRVMT SOCIETY | |||||||
| PO BOX 171 | SEAL HARBOR | ME | 04675 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| NATIVITY OF THE THEOTOKOS GREEK ORT | |||||||
| 121 ST ELIAS LANE | SAXONBURG | PA | 16056 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $1,000 |
| NANTUCKET ATHENEUM | |||||||
| 1 INDIA STREET | NANTUCKET | MA | 02554 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| GREENSBORO URBAN MINISTRIES | |||||||
| 305 WEST LEE STREET | GREENSBORO | NC | 27406 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| HEARTS OF THE FATHER OUTREACH | |||||||
| 241 MAIN STREET | SHEFFIELD | MA | 01257 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $1,000 |
| PRAIRIE BIOTIC RESEARCH INC | |||||||
| 831 RIDGEWOOD AVENUE | AMES | IA | 50010 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $7,000 |
| SYRACUSE UNIVERSITY - ORANGE CLUB | |||||||
| 1301 E COLVIN STREET | SYRACUSE | NY | 13244 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| WELSH HILLS SCHOOL INC | |||||||
| 2610 NEWARK GRANVILLE ROAD | GRANVILLE | OH | 43023 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| MEDIC ONE FOUNDATION | |||||||
| 325 NINTH AVENUE | SEATTLE | WA | 98104 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $29,500 |
| SAINT MARYS SCHOOL | |||||||
| 900 HILLSBOROUGH STREET | RALEIGH | NC | 27603 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| ACCESS FUND | |||||||
| 207 CANYON BLVD STE 201S | BOULDER | CO | 80302 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| BELL BUCKLE UNITED METHODIST CHURCH | |||||||
| PO BOX 357 | BELL BUCKLE | TN | 37020 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $8,000 |
| BOSTON COLLEGE | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| GEORGE MASON UNIVERSITY FOUNDATION | |||||||
| 10900 UNIVERSITY BLVD MS 5D2 | MANASSAS | VA | 20110 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,500 |
| INITIATIVE TO EDUCATE AFGHAN WOMEN | |||||||
| PO BOX 603188 | PROVIDENCE | RI | 02906 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| VIRGINIA ORGANIZING INC | |||||||
| 703 CONCORD AVE | CHARLOTTESVILLE | VA | 22903 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,500 |
| AFTER-SCHOOL ALL STARS OHIO | |||||||
| 263 CARPENTER STREET 2ND FLOOR | COLUMBUS | OH | 43205 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| DAVIDSON COLLEGE | |||||||
| PO BOX 7175 | DAVIDSON | NC | 28035 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $50,000 |
| HOPE ELEMENTARY SCHOOL | |||||||
| 1116 N BLOUNT STREET | RALEIGH | NC | 27604 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $14,082 |
| KEYSTONE RESEARCH CENTER INC | |||||||
| 412 N THIRD STREET | HARRISBURG | PA | 17101 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| NEW JERSEY SEEDS | |||||||
| 494 BROAD STREET STE 105 | NEWARK | NJ | 07102 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| VIRGINIA LEAGUE OF CONSERVATION VOT | |||||||
| 530 E MAIN STREET STE 410 | RICHMOND | VA | 23219 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| WINDY HILL FOUNDATION INC | |||||||
| PO BOX 1593 | MIDDLEBURG | VA | 20118 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $27,800 |
| BEAUTIFUL BUTTERFLIES INC | |||||||
| PO BOX 164 | SEDALIA | NC | 27342 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| CAROLINA BALLET INC | |||||||
| 3401-1331 ATLANTIC AVE | RALEIGH | NC | 27604 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| CHILDREN'S HOME SOCIETY OF NC INC | |||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| DENTAL FOUNDATION OF NC INC | |||||||
| 1090 OLD DENTAL BLDG CB7450 | CHAPEL HILL | NC | 27599 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| FAYETTEVILLE TECHNICAL COMM COLLEGE | |||||||
| 2201 HULL ROAD | FAYETTEVILLE | NC | 28302 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $7,500 |
| GREENSBORO CHILDREN'S MUSEUM | |||||||
| 220 N CHURCH STREET | GREENSBORO | NC | 27401 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| JOSEPH'S HOUSE INC | |||||||
| 2703 E BESSEMER AVE | GREENSBORO | NC | 27405 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| MARITIME AQUARIUM AT NORWALK INC | |||||||
| 10 N WATER STREET | NORWALK | CT | 06854 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| MUDDY SNEAKERS INC | |||||||
| PO BOX 146 | BREVARD | NC | 28712 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| NATURAL SCIENCE CENTER OF GREENSBOR | |||||||
| 4301 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 2020 BLANKENSHIP HALL | COLUMBUS | OH | 43210 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| PIEDMONT LAND CONSERVANCY | |||||||
| PO BOX 4025 | GREENSBORO | NC | 27404 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| SHADY GROVE PRIMITIVE BAPTIST CHURC | |||||||
| 3609 E OLD SPRINGHOPE ROAD | NASHVILLE | NC | 27856 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $8,500 |
| WESTMINSTER SCHOOL | |||||||
| 995 HOPEMEADOW STREET | SIMSBURY | CT | 06070 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $46,000 |
| COALITION FOR THE UPPER SOUTH PLATT | |||||||
| PO BOX 726 | LAKE GEORGE | CO | 80827 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $43,000 |
| THE LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $33,000 |
| MANITOU SPRINGS SCHOOL DISTRICT #14 | |||||||
| 405 EL MONTE PLACE | MANITOU SPRINGS | CO | 80829 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| NANTUCKET CONSERVATION FOUNDATION I | |||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $18,000 |
| NC MUSEUM OF HISTORY ASSOCIATES | |||||||
| PO BOX 25937 | RALEIGH | NC | 27611 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| SAFE HARBOR INC | |||||||
| 429 N MAIN STREET | GREENVILLE | SC | 29601 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $43,000 |
| SAFECHILD | |||||||
| 864 WEST MORGAN STREET | RALEIGH | NC | 27603 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,519 |
| CORNELL UNIVERSITY - MEDICAL COLLEG | |||||||
| 1300 YORK AVE BOX 314 | NEW YORK | NY | 10065 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| EAST MARKET STREET DEVELOPMENT CORP | |||||||
| 601-B E MARKET STREET | GREENSBORO | NC | 27401 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| GREENSBORO SYMPHONY ORCHESTRA INC | |||||||
| 200 N DAVIE STREET BOX 10 | GREENSBORO | NC | 27401 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| HABITAT FOR HUMANITY OF GREATER GRS | |||||||
| 617 N ELM STREET | GREENSBORO | NC | 27401 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| IRVING PARK ELEMENTARY SCHOOL | |||||||
| PO BOX 4025 | GREENSBORO | NC | 27404 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| LAND TRUST ALLIANCE | |||||||
| 1660 L STREET NW STE 1100 | WASHINGTON | DC | 20036 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| NATIONAL TRUST FOR HISTORIC PRESERV | |||||||
| 456 KING STREET 3RD FLOOR | CHARLESTON | SC | 29403 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| NEW MOBILITY ASSISTANCE DOGS | |||||||
| PO BOX 659 | MORAVIAN FALLS | NC | 28654 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| NC CENTER FOR PUBLIC POLICY RESEARC | |||||||
| PO BOX 430 | RALEIGH | NC | 27602 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| NC COASTAL FEDERATION | |||||||
| 3609 NC HWY 24 | NEWPORT | NC | 28570 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| REX HOSPITAL FOUNDATION INC | |||||||
| 2500 BLUE RIDGE ROAD STE 325 | RALEIGH | NC | 27607 | NONE | 509(a)(3) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| SALVATION ARMY | |||||||
| 1311 S EUGENE STREET | GREENSBORO | NC | 27406 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| TRIAD STAGE INC | |||||||
| 232 S ELM STREET | GREENSBORO | NC | 27401 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| UNCG EXCELLENCE FOUNDATION | |||||||
| PO BOX 26170 | GREENSBORO | NC | 27402 | NONE | 509(a)(3) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| BLUE RIDGE WILDLIFE CENTER | |||||||
| PO BOX 326 | MILLWOOD | VA | 22646 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| THE MADEIRA SCHOOL | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| DENVER HEALTH FOUNDATION | |||||||
| 655 BROADWAY STE 750 | DENVER | CO | 80203 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| RIGHT TO DREAM | |||||||
| 200 PARK AVE | NEW YORK | NY | 10166 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,277,061 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | $122,828 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $761,692 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,760 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance Refund | Desc |
| Related Or Exempt Function Incm | $31 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $122,828 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $756,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $31 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $879,839 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | L RICHARDSON JR CH LEAD TR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 20124 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27420 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,284 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ACCOUNTING AND GRANT ADMINISTRATION SERVICES | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | FORM 990 - PFPART I. ANALYSIS OF REVENUE & EXPENSES LINE 3. INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS (A)REVENUE & EXPENSES (B) NET INVESTMENT PER BOOKS INCOME INTEREST - CHECKING 11.00 11.00 TOTAL LINE 3 11.00 11.00 LINE 4. DIVIDENDS AND INTEREST FROM SECURITIES TAX EXEMPT INTEREST - NT 37.00 0.00 PIEDMONT ASSOCIATES INVESTMENT FUND LLC K-1 INTEREST 0.00 97,554.00 DIVIDENDS 0.00 379,877.00 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 DIVIDENDS 0.00 86,016.00 TOTAL LINE 4 37.00 563,447.00 PART IV. CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME LINE 2. CAPITAL GAIN NET INCOME OR (NET CAPITAL LOSS) PIEDMONT ASSOCIATES INVESTMENT FUND LLC K-1 NET SHORT TERM CAPITAL GAIN (LOSS) 515,693.00 NET SHORT TERM SECTION 1256 (18,043.00) NET LONG TERM CAPITAL GAIN (LOSS) 1,636,493.00 NET LONG TERM SECTION 1256 (27,065.00) NET SECTION 1231 GAIN(LOSS) 9,123.00 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) (8,558.00) TRENWICK SECURITIES LOSSES (4,760.00) TOTAL 2010 NET CAPITAL GAIN (LOSS) $ 2,102,883.00 | MediumExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIEDMONT ASSOCIATES INVESTMENT FUND LLC | $19,948,090 | $21,047,227 | $27,475,100 |
| PIEDMONT SOUTHEASTERN INVT FUND LLC | $4,934,257 | $4,777,206 | $4,797,618 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PIEDMONT ASSOCIATES INVESTMENT FUND DISTRIBUTIONS | $760,889 |
| PIEDMONT SOUTHEASTERN INVESTMENT FUND DISTRIBUTIONS | $123,631 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCTG,CHARITABLE & GRANT ADMINISTRATION | $132,000 | $99,000 | $33,000 |
| AUDIT FEES | $600 | $600 | |
| Charitable Expenses - PAIF LLC | $25 | ||
| COMPUTER SERVICES | $1,825 | $1,825 | |
| INSURANCE | $6,621 | $6,621 | |
| INVESTMENT & ADVISOR FEES-PAIF | $235,269 | ||
| INVESTMENT & ADVISOR FEES-PSIF | $10,878 | ||
| MISCELLANEOUS NON DED EXPENSES | $647 | ||
| OFFICE SUPPLIES & EQUIPMENT | $6,431 | $6,431 | |
| PAYROLL TAXES | $4,092 | $4,092 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Insurance Refund | $31 | |
| Other Investment Income | $884,520 | -$207,889 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PIEDMONT ASSOCIATES INVT FUND K-1 ADJUSTMENTS | $2,210,026 |
| PIEDMONT SOUTHEASTERN INVESTMENT FUND K-1 ADJUSTMENTS | $66,580 |
| PRIOR PERIOD ADJUSTMENT | $662 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK CUSTODY FEES | CategoryTxt |
| Amt | $275 | Amt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt |
|---|---|---|
| FOREIGN TAXES PAID | $15,827 | |
| State income taxes paid | $8,215 | $8,215 |
| US TREASURY | $39,289 |
Comments