CHARLES & IRENE NANNEY FDN: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES & IRENE NANNEY FDN (EIN 56-6046763)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-29
- IRS object ID
- 201431199349100133
- Schema version
- 2013v3.0
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-29T16:38:05-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 332 BURTONWOOD DRIVE | AddressLine1 |
| City | GASTONIA | City |
| State | NC | State |
| ZIP Code | 28054 | 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 | 566046763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES & IRENE NANNEY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O DAVID POWELL NANNEY JR | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 9198480420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19763 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 276199766 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID P NANNEY JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9198480420 | PhoneNum |
| Signature | 2014-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE A RATICA | PreparerPersonNm |
| PTIN | P00358837 | PTIN |
| Phone | 7048652396 | 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 | $3,575,429 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,320 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,320 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,973 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,973 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,293 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,275 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $224 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $224 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,499 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $162,304 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $162,304 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,404,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,326,086 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,326,086 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $861 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $175,507 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $175,710 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $164,180 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $524,925 | CorporateStockBOYAmt |
| Corporate Stock EOY | $525,689 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,436,136 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $640,547 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $649,194 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $649,027 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,745,899 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,676,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,575,429 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,416 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,416 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,742,899 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,673,263 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,742,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,673,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,745,899 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,676,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,742,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,673,263 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,673,263 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $68,973 | GrossSalesPriceAmt |
| Gain Or Loss | $68,973 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $68,973 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,973 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $175,028 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,381,922 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051754 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $168,729 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,539,408 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $159,676 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,398,040 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046991 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $177,947 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,243,763 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054858 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $186,066 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,574,359 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052056 | DistributionYr5Rt |
| Total Distribution | 0.253331 | TotalDistributionRt |
| Average Distribution | 0.050666 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,458,552 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $175,231 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $993 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $176,224 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $167,803 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,986 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,986 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $860 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $860 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,126 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID P NANNEY JR | IndividualWithBooksNm |
| Phone | 9198480420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 19763 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27619 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHARLES D GRAY III | ||||||||
| P O BOX 19763 | RALEIGH | NC | 27619 | TRUSTEE | 2.00 | $1,000 | $0 | $0 |
| MARY ELLEN JENNINGS | ||||||||
| P O BOX 19763 | RALEIGH | NC | 27619 | TRUSTEE | 2.00 | $1,000 | $0 | $0 |
| DAVID P NANNEY JR | ||||||||
| P O BOX 19763 | RALEIGH | NC | 27619 | TRUSTEE | 2.00 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,151,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,359,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,511,220 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,511,220 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,458,552 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $172,928 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $172,928 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,986 | TotalTaxAmt |
| Distributable Before Adj | $170,942 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $170,942 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $170,942 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,803 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $167,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $162,304 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $162,304 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $165,443 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMPBELL UNIVERSITY LAW SCHOOL | |||||||
| P O BOX 127 | BUIES CREEK | NC | 27506 | NONE | SCHOOL | EDUCATION | $23,200 |
| CANCER SERVICES OF GASTON COUNTY | |||||||
| 306 SOUTH COLUMBIA STREET | GASTONIA | NC | 28054 | NONE | 501(C)(3) / 509(A)(1 | MEDICAL | $2,500 |
| CARDINAL GIBBONS HIGH SCHOOL | |||||||
| 1401 EDWARDS MILL ROAD | RALEIGH | NC | 27607 | NONE | SCHOOL | EDUCATION | $1,500 |
| CRISIS ASSISTANCE MINISTRY | |||||||
| 805 WEST AIRLINE AVENUE | GASTONIA | NC | 28053 | NONE | 501(C)(3) / 509(A)(1 | CHARITABLE | $15,927 |
| DANIEL STOWE BOTANICAL GARDEN | |||||||
| 6500 S NEW HOPE RD | BELMONT | NC | 28012 | NONE | 501(C)(3) / 509(A)(1 | EDUCATION | $12,500 |
| FIRST BAPTIST CHURCH | |||||||
| 2650 UNION ROAD | GASTONIA | NC | 28054 | NONE | CHURCH | RELIGIOUS | $500 |
| GARDNER-WEBB UNIVERSITY | |||||||
| P O BOX 997 | BOILING SPRINGS | NC | 28017 | NONE | SCHOOL | EDUCATION | $20,000 |
| GASTON ARTS COUNCIL | |||||||
| PO BOX 242 | GASTONIA | NC | 28053 | NONE | 501(C)(3) / 509(A)(1 | EDUCATION | $250 |
| GASTON COUNTY FAITH NETWORK | |||||||
| 312 EAGLES WALK LANE | GASTONIA | NC | 28056 | NONE | 501(C)(3) / 509(A)(1 | CHARITABLE | $3,500 |
| GASTON LITERACY COUNCIL INC | |||||||
| 116 SOUTH MARIETTA STREET | GASTONIA | NC | 28052 | NONE | 501(C)(3) / 509(A)(1 | EDUCATION | $2,500 |
| GASTON TOGETHER | |||||||
| P O BOX 817 | GASTONIA | NC | 28053 | NONE | 501(C)(3) / 509(A)(1 | CIVIC | $6,000 |
| HOLY ANGELS INC | |||||||
| 6600 WILKINSON BLVD | BELMONT | NC | 28012 | NONE | 501(C)(3) / 509(A)(3 | CIVIC | $5,250 |
| HOUSE OF MERCY | |||||||
| 701 MERCY DRIVE | BELMONT | NC | 28012 | NONE | 501(C)(3) / 509(A)(1 | CIVIC | $2,000 |
| MARS HILL COLLEGE | |||||||
| P O BOX 370 | MARS HILL | NC | 28754 | NONE | SCHOOL | EDUCATION | $15,000 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | NONE | SCHOOL | EDUCATION | $1,000 |
| NCSU FOUNDATION - COLLEGE OF EDUCATION | |||||||
| 208 POE HALL CAMPUS BOX 7801 | RALEIGH | NC | 27695 | NONE | SCHOOL | EDUCATION | $5,000 |
| SCHIELE MUSEUM OF NATRUAL HSITORY | |||||||
| 1500 E GARRISON BLVD | GASTONIA | NC | 28054 | NONE | 501(C)(3) / 509(A)(1 | CHARITABLE | $1,000 |
| UNITED WAY OF GASTON COUNTY | |||||||
| 200 EAST FRANKLIN BLVD | GASTONIA | NC | 28053 | NONE | 501(C)(3) / 509(A)(1 | CIVIC | $11,000 |
| WAKE FOREST UNIVERSITY | |||||||
| P O BOX 7719 | WINSTON SALEM | NC | 27109 | NONE | SCHOOL | EDUCATION | $15,000 |
| WITH FRIENDS INC | |||||||
| P O BOX 2182 | GASTONIA | NC | 28053 | NONE | 501(C)(3) / 509(A)(1 | CIVIC | $2,500 |
| THE GASTON COLLEGE FOUNDATION | |||||||
| 201 HWY 321 SOUTH | DALLAS | NC | 28034 | NONE | 501(C)(3) / 509(A)(1 | EDUCATION | $250 |
| THE GAZETTE EMPTY STOCKING FUND | |||||||
| 107 S BROAD ST | GASTONIA | NC | 28053 | NONE | 501(C)(3) / 509(A)(1 | CIVIC | $15,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $162,304 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,320 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,293 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,293 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,275 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COCA-COLA BOTTLING CO. | $59 | $366 |
| WASHINGTON MUTUAL | $34,165 | $109,497 |
| GROWTH FUND OF AMERICA | $200,897 | $1,045,158 |
| CITIGROUP CAPITAL PREFERRED | $250,000 | $248,800 |
| WELLS FARGO INCOME PLUS FUND | $40,568 | $32,315 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $175,710 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $164,180 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WESTERN NATIONAL LIFE INSURANCE ANNUITY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $649,194 | BookValueAmt |
| EOYFMV | $649,027 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PO BOX RENTAL | Desc |
| Revenue And Expenses Per Books | $224 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $224 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $1,126 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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