CHARLES & IRENE NANNEY FDN: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES & IRENE NANNEY FDN (EIN 56-6046763)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-12
- IRS object ID
- 201341039349100209
- Schema version
- 2012v2.1
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-04-12T21:20:07-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560574444 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566046763 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | CHAR | NameControl |
| Phone | 9198480420 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID P NANNEY JR | Name |
| Title | TRUSTEE | Title |
| Phone | 9198480420 | Phone |
| Date Signed | 2013-04-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANICE A RATICA | Name |
| PTIN | P00358837 | PTIN |
| Phone | 7048652396 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3411347 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 33970 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33970 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 33970 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33970 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 4000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 4000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2200 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1036 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 218 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 218 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7454 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6418 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 168950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 168950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 176404 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 175368 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -142434 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 33970 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1556442 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1404059 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1404059 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 164 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 861 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 861 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 175507 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 175507 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 163056 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 524925 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 524925 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1203130 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 628295 | InvestmentsOtherBOY |
| Investments Other EOY | 640547 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 640241 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2885333 | TotalAssetsBOY |
| Total Assets EOY | 2745899 | TotalAssetsEOY |
| Total Assets EOYFMV | 3411347 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 3000 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3000 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2885333 | RetainedEarningsBOY |
| Retained Earnings EOY | 2742899 | RetainedEarningsEOY |
| Total Net Assets BOY | 2885333 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2742899 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2885333 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2745899 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2885333 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -142434 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2742899 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2742899 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 168729 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3539408 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047672 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 159676 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3398040 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046991 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 177947 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3243763 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.054858 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 186066 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3574359 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.052056 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 187871 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3801176 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049424 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.251001 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050200 | AverageDistributionRatio |
| Net Noncharitable Assets | 3381922 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 169772 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 340 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 170112 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 175368 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 340 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 340 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 340 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Overpayment | 860 | Overpayment |
| Amount Credited To Next Year | 860 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DAVID P NANNEY JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9198480420 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHARLES D GRAY III | ||||||||
| P O BOX 19763 | RALEIGH | NC | 27619 | TRUSTEE | 2.00 | 1500 | 0 | 0 |
| MARY ELLEN JENNINGS | ||||||||
| P O BOX 19763 | RALEIGH | NC | 27619 | TRUSTEE | 2.00 | 1000 | 0 | 0 |
| DAVID P NANNEY JR | ||||||||
| P O BOX 19763 | RALEIGH | NC | 27619 | TRUSTEE | 2.00 | 1500 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1940884 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1492539 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3433423 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3433423 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 51501 | CashDeemedCharitable |
| Net Noncharitable Assets | 3381922 | NetNoncharitableAssets |
| Minimum Investment Return | 169096 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 169096 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 340 | TaxBasedOnInvestmentIncome |
| Total Tax | 340 | TotalTax |
| Distributable Amount Before Adj | 168756 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 168756 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 168756 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 175368 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 175368 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 340 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 175028 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 168756 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 168916 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 175368 | QualifyingDistributions |
| Applied To Year1 | 168916 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6452 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 162304 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CAMPBELL UNIVERSITY LAW SCHOOL | |||||||
| P O BOX 127 | BUIES CREEK | NC | 27506 | NONE | SCHOOL | EDUCATION | $23,200 |
| CARDINAL GIBBONS HIGH SCHOOL | |||||||
| 1401 EDWARDS MILL ROAD | RALEIGH | NC | 27607 | NONE | SCHOOL | EDUCATION | $6,500 |
| CRISIS ASSISTANCE MINISTRY | |||||||
| 805 WEST AIRLINE AVENUE | GASTONIA | NC | 28053 | NONE | 501(C)(3) / 509(A)(1 | CHARITABLE | $17,250 |
| 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 | $21,250 |
| 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 | CHARITABLE | $6,000 |
| HOLY ANGELS INC | |||||||
| 6600 WILKINSON BLVD | BELMONT | NC | 28012 | NONE | 501(C)(3) / 509(A)(3 | CHARITABLE | $5,250 |
| MARS HILL COLLEGE | |||||||
| P O BOX 370 | MARS HILL | NC | 28754 | NONE | SCHOOL | EDUCATION | $21,250 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | NONE | SCHOOL | EDUCATION | $1,000 |
| SCHIELE MUSEUM OF NATURAL HSITORY | |||||||
| 1500 E GARRISON BLVD | GASTONIA | NC | 28054 | NONE | 501(C)(3) / 509(A)(1 | CHARITABLE | $10,000 |
| UNITED WAY OF GASTON COUNTY | |||||||
| 200 EAST FRANKLIN BLVD | GASTONIA | NC | 28053 | NONE | 501(C)(3) / 509(A)(1 | CHARITABLE | $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 | CHARITABLE | $2,500 |
| HOUSE OF MERCY | |||||||
| 701 MERCY DRIVE | BELMONT | NC | 28012 | NONE | 501(C)(3) / 509(A)(1 | CHARITABLE | $2,000 |
| CANCER SERVICES OF GASTON COUNTY | |||||||
| 306 SOUTH COLUMBIA STREET | GASTONIA | NC | 28054 | NONE | 501(C)(3) / 509(A)(1 | HEALTH | $2,500 |
| THE GASTON COLLEGE FOUNDATION | |||||||
| 201 HWY 321 SOUTH | DALLAS | NC | 28034 | NONE | 501(C)(3) / 509(A)(1 | EDUCATION | $250 |
| THE SALVATION ARMY EMPTY STOCKING FUND | |||||||
| 107 S BROAD ST | GASTONIA | NC | 28053 | NONE | 501(C)(3) / 509(A)(1 | CHARITABLE | $17,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 168950 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,970 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $33,970 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 33970 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,200 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2200 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COCA-COLA BOTTLING CO. | 59 | 333 |
| WASHINGTON MUTUAL | 34165 | 86670 |
| GROWTH FUND OF AMERICA | 200897 | 834911 |
| CITIGROUP CAPITAL PREFERRED | 250000 | 248500 |
| WELLS FARGO INCOME PLUS FUND | 39804 | 32716 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 175507 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 163056 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WESTERN NATIONAL LIFE INSURANCE ANNUITY | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 640547 | BookValue |
| EOYFMV | 640241 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PO BOX RENTAL | Description |
| Revenue And Expenses Per Books | 218 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 218 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $1,036 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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