HILLSDALE FUND INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HILLSDALE FUND INC (EIN 56-6057433)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-31
- IRS object ID
- 201203059349100205
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-10-31T09:16:43-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566057433 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILLSDALE FUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HILL | NameControl |
| Phone | 3362745471 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY SCOTT | Name |
| Title | Executive Director | Title |
| Date Signed | 2012-10-31 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kimberly Ruefenacht | Name |
| Phone | 3365748675 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 27553628 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 20051 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 29 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 29 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 88 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 552743 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 500 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 500 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2420509 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 900445 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 4683 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 921113 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2977964 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 58153 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 58153 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 2886 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 2886 | PensionEmplBnftDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 275 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 275 | OtherProfFeesNetInvstIncm |
| Interest Net Invst Incm | 45357 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 61579 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 19908 | TaxesNetInvstIncm |
| Occupancy Rev And Expnss | 32673 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 32673 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 11396 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 11396 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 140549 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 375079 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 43658 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 307511 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 440619 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 148766 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1221250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1221250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1528761 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 440619 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1370016 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -607648 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2537345 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 59623 | CashBOY |
| Cash EOY | 77422 | CashEOY |
| Cash EOYFMV | 77422 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 157514 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 131035 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 131035 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1032 | AccountsReceivable |
| Accounts Receivable EOY | 1032 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1032 | AccountsReceivableEOYFMV |
| Investments Corp Bonds BOY | 4760 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 4760 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 66 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 24389258 | OtherAssetsBOY |
| Other Assets EOY | 25506800 | OtherAssetsEOY |
| Other Assets EOYFMV | 27344073 | OtherAssetsEOYFMV |
| Total Assets BOY | 24611155 | TotalAssetsBOY |
| Total Assets EOY | 25721049 | TotalAssetsEOY |
| Total Assets EOYFMV | 27553628 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 24611155 | CapitalStockBOY |
| Capital Stock EOY | 25721049 | CapitalStockEOY |
| Total Net Assets BOY | 24611155 | TotalNetAssetsBOY |
| Total Net Assets EOY | 25721049 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 24611155 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 25721049 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 24611155 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -607648 | ExcessOfRevenueOverExpenses |
| Other Increases | 2617987 | OtherIncreases |
| Subtotal | 26621494 | Subtotal |
| Other Decreases | 900445 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 25721049 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2420509 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1268340 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 27063011 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04687 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1525715 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 24182211 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06309 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1760317 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 31735859 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05547 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1447664 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 37310914 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03880 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1553511 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 34575697 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04493 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.24916 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04983 | AverageDistributionRatio |
| Net Noncharitable Assets | 29179519 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1454045 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 25373 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1479418 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1370016 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 50747 | InvestmentIncomeExciseTax |
| Subtotal | 50747 | Subtotal |
| Tax Based On Investment Income | 50747 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 43394 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 37000 | TaxPaidWithExtension |
| Total Credits And Payments | 80394 | TotalCreditsAndPayments |
| Overpayment | 29647 | Overpayment |
| Amount Credited To Next Year | 29647 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3362745471 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (14 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MARTIN M BONEY | ||||||
| PO BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | 0 |
| JAMES L RICHARDSON | ||||||
| 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 |
| LOUISE B MCCOY | ||||||
| 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 |
| LAURINDA L DOUGLAS | ||||||
| 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 |
| SION A BONEY 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 |
| RICHARD G SMITH III | ||||||
| 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 |
| MARGARET R WHITE | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | 0 |
| WILLIAM L R SMITH | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | Trustee | 4.00 | 0 |
| LUNSFORD RICHARDSON Jr | ||||||
| P O BOX 20124 | GREENSBORO | NC | 27420 | President | 4.00 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY SCOTT | Name |
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 | Title |
| Average Hours Per Week | 20.00 | AverageHoursPerWeek |
| Compensation | 58153 | Compensation |
| Employee Benefits | 2886 | EmployeeBenefits |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
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) |
|---|---|---|
| Type Of Service | ACCOUNTING | TypeOfService |
| Compensation | 129110 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 29331476 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 292401 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 29623877 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 29623877 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 444358 | CashDeemedCharitable |
| Net Noncharitable Assets | 29179519 | NetNoncharitableAssets |
| Minimum Investment Return | 1458976 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1458976 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 50747 | TaxBasedOnInvestmentIncome |
| Total Tax | 50747 | TotalTax |
| Distributable Amount Before Adj | 1408229 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1408229 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1408229 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1370016 | ExpensesAndContributions |
| Qualifying Distributions | 1370016 | QualifyingDistributions |
| Adj Qualifying Distributions | 1370016 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1408229 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1263810 | UndistributedIncomePriorYear |
| Qualifying Distributions | 1370016 | QualifyingDistributions |
| Applied To Year1 | 1263810 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 106206 | AppliedToCurrentYear |
| Undistributed Income CY | 1302023 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LUNSFORD RICHARDSON Jr | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARY SCOTT HILLSDALE FUND INC | RecipientName |
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 Number | 3362745471 | RecipientPhoneNumber |
| Form And Info And Materials | COMPLETED APPLICATION WITH A COPY OF INTERNAL REVENUE SERVICE EXEMPTION LETTER | FormAndInfoAndMaterials |
| Submission Deadlines | DEADLINES VARY EACH YEAR, ONE IN SPRING AND ONE IN FALL | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (79 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| YMCA OF NORWALK INC | |||||||
| 370 WEST AVENUE | NORWALK | CT | 06850 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| YADKIN ARTS COUNCIL INC | |||||||
| 226 EAST MAIN STREET | YADKINVILLE | NC | 27055 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| 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. | $2,000 |
| UNION PRESBYTERIAN SEMINARY | |||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| TRIANGLE FAMILY SERVICES | |||||||
| 3937 WESTERN BOULEVARD | RALEIGH | NC | 27606 | 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 JACKSON LABORATORY | |||||||
| 600 MAIN STREET | 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 |
| CAPITAL PARTNERS FOR EDUCATION | |||||||
| 1413 K STREET NW 2ND FLOOR | WASHINGTON | DC | 20005 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| MIDDLEBURG COMMUNITY CENTER | |||||||
| PO BOX 265 | MIDDLEBURG | VA | 20118 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,000 |
| THE HUMAN SERVICES COUNCIL | |||||||
| 1 PARK STREET | NORWALK | CT | 06851 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| 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 |
| SUZURAN JUDO CLUB INC | |||||||
| PO BOX 6249 | WOODLAND PARK | CO | 80866 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| SAYRE SCHOOL | |||||||
| 194 NORTH LIMESTONE STREET | LEXINGTON | KY | 40507 | NONE | 509(a)(3) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| NANTUCKET CONSERVATION FOUNDATION | |||||||
| 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. | $5,000 |
| ROCKY MOUNTAIN FIELD INSTITUTE INC | |||||||
| 815 SOUTH 85TH STREET 101 | COLORADO SPRINGS | CO | 80904 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| ROBERT E LEE MEMORIAL ASSOCIATION I | |||||||
| 483 GREAT HOUSE ROAD | STRATFORD | VA | 22558 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| ROARING GAP CHURCH | |||||||
| 45 RHODODENDRON RD | ROARING GAP | NC | 28668 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| REYNOLDA HOUSE INC | |||||||
| 2250 REYNOLDA ROAD | WINSTONSALEM | NC | 27106 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| RADIO READING SERVICE INC | |||||||
| 211 EAST SIX FORKS ROAD | RALEIGH | NC | 27609 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| NC CENTER FOR NONPROFITS | |||||||
| 1110 NAVAHO DRIVE SUITE 200 | RALEIGH | NC | 27609 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $2,000 |
| PRESBYTERIAN HOSPITAL FOUNDATION | |||||||
| PO BOX 33549 | CHARLOTTE | NC | 28233 | NONE | 509(a)(3) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| PENLAND SCHOOL OF CRAFTS INC | |||||||
| 3135 CONLEY RIDGE ROAD | PENLAND | NC | 28765 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| LAND TRUST ALLIANCE | |||||||
| PO BOX 33355 | RALEIGH | NC | 27636 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $1,000 |
| 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 |
| 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 |
| NORTH CAROLINA THEATRE CONFERENCE I | |||||||
| 305 WEST FOURTH STREET | WINSTONSALEM | NC | 27101 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| NORTH CAROLINA STATE UNIV FOUNDATIO | |||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| NORTH CAROLINA HUMANITIES COUNCIL | |||||||
| 122 NORTH ELM STREET 601 | 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. | $18,000 |
| 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. | $3,000 |
| 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 |
| NAT'L SOCIETY TO PREVENT BLINDNESS | |||||||
| 4011 WESTCHASE BLVD SUITE 225 | RALEIGH | NC | 27607 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $3,000 |
| EASTERN MUSIC FESTIVAL | |||||||
| PO BOX 22026 | GREENSBORO | NC | 27420 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| 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. | $25,000 |
| ASPEN VALLEY MEDICAL FOUNDATION | |||||||
| PO BOX 1639 | ASPEN | CO | 81612 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $5,000 |
| BUCKNELL UNIVERSITY | |||||||
| 701 MOORE AVENUE | LEWISBURG | PA | 17837 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $27,000 |
| MUSIC ACADEMY OF NORTH CAROLINA | |||||||
| 1327 BEAMAN PLACE | GREENSBORO | NC | 27408 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| MOSES H CONE MEMORIAL HOSPITAL | |||||||
| 1200 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. | $30,000 |
| MILLENNIUM EDUCATION FOUNDATION INC | |||||||
| 500 OLD SPRINGS ROAD | MOUNT AIRY | NC | 27030 | 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 ORGANIZING PROJECT | |||||||
| 703 CONCORD AVENUE | 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. | $15,000 |
| 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. | $50,000 |
| 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. | $5,000 |
| MANNA FOOD BANK INC | |||||||
| 627 SWANNANOA RIVER ROAD | ASHEVILLE | NC | 28805 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| LAND TRUST OF VIRGINIA INC | |||||||
| PO BOX 14 | 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. | $10,000 |
| KIDZNOTES INC | |||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $15,000 |
| 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 |
| HOSPITAL HOSPITALITY HOUSE OF WS | |||||||
| 1001 ENGLEWOOD DRIVE | WINSTON SALEM | NC | 27106 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| HOPE ELEMENTARY SCHOOL | |||||||
| 1116 NORTH BLOUNT STREET | 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 |
| GUILFORD COUNTY COOPERATIVE EXTENSI | |||||||
| 3309 BURLINGTON RD | 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. | $5,000 |
| GREENSBORO INDEPENDENT SCHOOL CORP | |||||||
| 5401 LAWNDALE DR | GREENSBORO | NC | 27455 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $35,000 |
| GLASS GLEN BURNIE MUSEUM INC | |||||||
| 530 AMHERST ST | WINCHESTER | VA | 22601 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| GEORGE WASHINGTON FOUNDATION | |||||||
| 1201 WASHINGTON 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. | $20,000 |
| 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. | $10,000 |
| FRIENDS OF THE MUSEUM NC MARITIME M | |||||||
| 315 FRONT STREET | BEAUFORT | NC | 28516 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| FRIENDS OF CHOICE IN URBAN SCHOOLS | |||||||
| 1436 U STREET NW 204 | WASHINGTON | DC | 20009 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| FAUQUIER HOUSING CORPORATION | |||||||
| PO BOX 357 | 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. | $25,000 |
| FAUQUIER HEALTH SYSTEM FOUNDATION | |||||||
| 170 W SHIRLEY AVENUE SUITE 101 | WARRENTON | VA | 20186 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $30,000 |
| 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 |
| 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. | $25,000 |
| DRESS FOR SUCCESS TRIANGLE NC | |||||||
| 1058 WEST CLUB BLVD STE 662 | DURHAM | NC | 27701 | NONE | 509(a)(3) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| DOWNSTREAM PROJECT | |||||||
| PO BOX 1000 | BERRYVILLE | VA | 22611 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $4,500 |
| BELL BUCKLE UNITED METHODIST CHURCH | |||||||
| 704 WALKER RD | BEECH GROVE | TN | 37018 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $10,000 |
| CONCRETE COUCH | |||||||
| 211 ILLINOIS AVENUE | MANITOU SPRINGS | CO | 80829 | NONE | 509(a)(2) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| COMMUNITY THEATRE FOUNDATION GREENS | |||||||
| 200 NORTH DAVIE 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 |
| 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 |
| LYCEE FRANCAIS DE NEW YORK | |||||||
| 505 EAST 75TH STREET | NEW YORK | NY | 10021 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| 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 |
| COMMUNITY DEVELOPMENT CENTER INC | |||||||
| 111 EAGLETTE BLVD | SHELBYVILLE | TN | 37160 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $25,000 |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN STREET | 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 |
| CONSORT MUSIC 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 |
| 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. | $8,000 |
| 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. | $30,000 |
| CLEAN FUELS OHIO | |||||||
| 530 WEST SPRING STREET 250 | 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. | $24,750 |
| 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 |
| 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. | $51,000 |
| CITY OF MANITOU SPRINGS | |||||||
| 606 MANITOU AVENUE | 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. | $25,000 |
| CHATHAM OUTREACH ALLIANCE INC | |||||||
| PO BOX 1326 | 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. | $10,000 |
| BRIDGES OUTREACH INC | |||||||
| 120 MORRIS AVENUE | SUMMIT | NJ | 07901 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| BALD HEAD ISLAND CONSERVANCY INC | |||||||
| 700 FEDERAL ROAD | BALD HEAD ISLAND | NC | 28461 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $20,000 |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 110 EAST HALLAM STREET | ASPEN | CO | 81611 | NONE | 509(a)(1) | THE PURPOSE OF EACH GRANT IS TO ASSIST THE TAX EXEMPT ORGANIZATION TO CARRY OUT ITS EXEMPT PURPOSE. | $55,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1221250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $29 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $88 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 532000 | BusinessCode |
| Unrelated Business Income | $13,934 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $914,379 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 500 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$13,934 | UnrelatedBusinessIncomeAmount |
| Exclusion | $914,496 | ExclusionAmount |
| Related Or Exempt Function Income | 500 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 901062 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | L RICHARDSON JR CH LEAD TR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 20051 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
Contractor Name Business ContractorNameBusiness
| 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 | Explanation |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 - IRS 88.00 88.00 TOTAL LINE 3 88.00 88.00 LINE 4. DIVIDENDS AND INTEREST FROM SECURITIES TAX EXEMPT INTEREST - NT 152.00 0.00 US DIVIDENDS - NORTHERN TRUST 34.00 34.00 PIEDMONT ASSOCIATES INVESTMENT FUND LLC K-1 INTEREST 0.00 87,729.00 DIVIDENDS 0.00 433,946.00 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 DIVIDENDS 0.00 40,376.00 TOTAL LINE 4 0.00 562,085.00 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) 274,694.00 NET SHORT TERM SECTION 1256 (4,862.00) NET LONG TERM CAPITAL GAIN (LOSS) 656,427.00 NET LONG TERM SECTION 1256 (7,294.00) NET SECTION 1231 GAIN(LOSS) (1,256.00) NET SECTION 1250 GAIN(LOSS) 25.00 NET COLLECTIBLES 28% GAIN(LOSS) 1,082.00 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) 4,092.00 TOTAL 2010 NET CAPITAL GAIN (LOSS) $ 922,908.00 | Explanation |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PIEDMONT SOUTHEASTERN INVT FUND LLC | 1016147 | 4984512 | 4965346 |
| PIEDMONT ASSOCIATES INVESTMENT FUND LLC | 23373111 | 20522288 | 22378727 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DISTRIBUTIONS-PIEDMONT SOUTHEASTERN INVESTMENT FUND | $109,635 |
| DISTRIBUTIONS-PIEDMONT ASSOCIATES INVESTMENT FUND | $790,810 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| SUBSCRIPTIONS | 70 | 70 | |
| RETIREMENT PLAN MAINTENANCE | 75 | 75 | |
| PAYROLL TAXES | 6499 | 6499 | |
| OFFICE SUPPLIES & EQUIPMENT | 894 | 894 | |
| MISCELLANEOUS EXPENSES | 59 | ||
| INVESTMENT & ADVISOR FEES-PSIF | 6020 | ||
| INVESTMENT & ADVISOR FEES-PAIF | 272227 | ||
| INSURANCE | 1053 | 1053 | |
| COMPUTER SERVICES | 2789 | 2789 | |
| ACCTG,CHARITABLE & GRANT ADMINISTRATION | 129110 | 32278 | 96832 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 900445 | RevenueAndExpensesPerBooks |
| Net Investment Income | 4683 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PIEDMONT SOUTHEASTERN INVESTMENT FUND K-1 ADJUSTMENTS | $78,000 |
| PIEDMONT ASSOCIATES INVT FUND K-1 ADJUSTMENTS | $2,539,987 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK CUSTODY FEES | Category |
| Amount | $275 | Amount |
| Net Investment Income | 275 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| US TREASURY | $59,595 | |
| NC TAXES PAID | $1,984 | 1984 |
| FOREIGN TAXES PAID | 17924 |
Comments