CHARLES & IRENE NANNEY FDN: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES & IRENE NANNEY FDN (EIN 56-6046763)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-18
- IRS object ID
- 201111109349100206
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-18T14:48:04-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT & HOLLAND 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 | 2010-01-01 | 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 | 2011-04-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES E RATCHFORD | Name |
| Phone | 7048652396 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3542138 | 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 | 66453 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 66453 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 92 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 92 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 92 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 66545 | TotalRevenueAndExpenses |
| Total Net Investment Income | 66545 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 4500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 4500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2000 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 176 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 176 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6676 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 6676 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 153000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 153000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 159676 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 159676 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -93131 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 66545 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1836155 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1706666 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1706666 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 546 | PrepaidExpensesBOY |
| Investments Govt Oblig BOY | 173872 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 175507 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 156801 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 523296 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 524925 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1085660 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 555416 | InvestmentsOtherBOY |
| Investments Other EOY | 593011 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 593011 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3089285 | TotalAssetsBOY |
| Total Assets EOY | 3000109 | TotalAssetsEOY |
| Total Assets EOYFMV | 3542138 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 3089285 | RetainedEarningsBOY |
| Retained Earnings EOY | 3000109 | RetainedEarningsEOY |
| Total Net Assets BOY | 3089285 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3000109 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3089285 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3000109 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3089285 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -93131 | ExcessOfRevenueOverExpenses |
| Other Increases | 3955 | OtherIncreases |
| Subtotal | 3000109 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3000109 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 92 | GrossSalesPrice |
| Gain Or Loss | 92 | GainOrLoss |
| Gains Minus Excess Or Losses | 92 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 92 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 177947 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3243763 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.054858 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 186066 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3574359 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052056 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 187871 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3801176 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049424 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 187607 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3812658 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049206 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 197059 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3875470 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050848 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.256392 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051278 | AverageDistributionRatio |
| Net Noncharitable Assets | 3398040 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 174245 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 665 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 174910 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 159676 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1331 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1331 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1331 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 546 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 546 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 787 | TaxDue |
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 |
| D POWELL NANNEY | ||||||||
| P O BOX 19763 | RALEIGH | NC | 27619 | TRUSTEE | 2.00 | 1500 | 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 | 1681598 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1768189 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3449787 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3449787 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 51747 | CashDeemedCharitable |
| Net Noncharitable Assets | 3398040 | NetNoncharitableAssets |
| Minimum Investment Return | 169902 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 169902 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1331 | TaxBasedOnInvestmentIncome |
| Total Tax | 1331 | TotalTax |
| Distributable Amount Before Adj | 168571 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 168571 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 168571 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 159676 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 159676 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 159676 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 168571 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 152976 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 159676 | QualifyingDistributions |
| Applied To Year1 | 152976 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6700 | 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 | 161871 | 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 (21 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 | BUILDING FUND | $23,200 |
| CARDINAL GIBBONS HIGH SCHOOL | |||||||
| 1401 EDWARDS MILL ROAD | RALEIGH | NC | 27607 | NONE | SCHOOL | FACES OF THE FUTURE PROGRAM | $6,500 |
| CRISIS ASSISTANCE MINISTRY | |||||||
| 805 WEST AIRLINE AVENUE | GASTONIA | NC | 28053 | NONE | 509(A)(1) | PROVIDE MEDICINE, FOOD, HEAT, AND SHELTER TO THOSE IN NEED | $9,000 |
| DANIEL STOWE BOTANICAL GARDEN | |||||||
| 6500 S NEW HOPE RD | BELMONT | NC | 28012 | NONE | 509(A)(1) | ORCHID CONSERVATION CAMPAIGN | $10,000 |
| FIRST BAPTIST CHURCH | |||||||
| 2650 UNION ROAD | GASTONIA | NC | 28054 | NONE | CHURCH | LIVING THE VISION PROGRAM | $500 |
| GARDNER-WEBB UNIVERSITY | |||||||
| P O BOX 997 | BOILING SPRINGS | NC | 28017 | NONE | SCHOOL | NOEL BUILDING FUND | $21,250 |
| GASTON ARTS COUNCIL | |||||||
| PO BOX 242 | GASTONIA | NC | 28053 | NONE | 509(A)(1) | ART APPRECIATION PROGRAM | $250 |
| GASTON HOSPICE | |||||||
| 258 E GARRISON BLVD | GASTONIA | NC | 28054 | NONE | 509(A)(1) | ROBIN JOHNSON HOUSE | $500 |
| GASTON LITERACY COUNCIL INC | |||||||
| 116 SOUTH MARIETTA STREET | GASTONIA | NC | 28052 | NONE | 509(A)(1) | READING SOUL MATES PROGRAM | $2,500 |
| GASTON TOGETHER | |||||||
| P O BOX 817 | GASTONIA | NC | 28053 | NONE | 509(A)(1) | COMMUNITIES OF EXCELLENCE | $5,500 |
| HOLY ANGELS INC | |||||||
| 6600 WILKINSON BLVD | BELMONT | NC | 28012 | NONE | 509(A)(1) | SUPPORT OF RESIDENTS WITH INTELLECTUAL AND PHYSICAL DISABILITIES | $6,800 |
| MARS HILL COLLEGE | |||||||
| P O BOX 370 | MARS HILL | NC | 28754 | NONE | SCHOOL | NEH CHALLENGE GRANT/WALL SCIENCE BUILDING FUND | $21,250 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | NONE | SCHOOL | MEREDITH FUND | $1,000 |
| NCSU FOUNDATION - COLLEGE OF EDUCATION | |||||||
| 208 POE HALL CAMPUS BOX 7801 | RALEIGH | NC | 27695 | NONE | SCHOOL | DIAGNOSTIC TEACHING CLINIC DISCRETIONARY FUND | $2,500 |
| UNITED WAY OF GASTON COUNTY | |||||||
| 200 EAST FRANKLIN BLVD | GASTONIA | NC | 28053 | NONE | 509(A)(1) | COMMUNITY PROJECTS | $11,000 |
| WAKE FOREST UNIVERSITY | |||||||
| P O BOX 7719 | WINSTON SALEM | NC | 27109 | NONE | SCHOOL | DIVINITY SCHOOL FUND | $15,000 |
| WITH FRIENDS INC | |||||||
| P O BOX 2182 | GASTONIA | NC | 28053 | NONE | 509(A)(1) | TRANSITIONAL LIVING PROGRAM | $2,500 |
| HOUSE OF MERCY | |||||||
| 701 MERCY DRIVE | BELMONT | NC | 28012 | NONE | 509(A)(1) | RESIDENCE FOR PERSONS LIVING WITH ADVANCED AIDS | $2,000 |
| CANCER SERVICES OF GASTON COUNTY | |||||||
| 306 SOUTH COLUMBIA STREET | GASTONIA | NC | 28054 | NONE | 509(A)(1) | CANCER AWARENESS AND EARLY DETECTION PROGRAMS | $2,500 |
| THE GASTON COLLEGE FOUNDATION | |||||||
| 201 HWY 321 SOUTH | DALLAS | NC | 28034 | NONE | 509(A)(1) | GASTON COLLEGE UNRESTRICTED EDUCATION FUND | $250 |
| THE GAZETTE EMPTY STOCKING FUND | |||||||
| 107 S BROAD ST | GASTONIA | NC | 28053 | NONE | 509(A)(1) | SALVATION ARMY EMPTY STOCKING FUND | $9,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 153000 | 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 | $66,453 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $92 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $66,545 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 66545 | 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 | $2,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2000 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COCA-COLA BOTTLING CO. | 59 | 278 |
| EVERGREEN DIVERSIFIED BOND FD | 0 | 0 |
| WASHINGTON MUTUAL | 34165 | 75562 |
| GROWTH FUND OF AMERICA | 200897 | 739875 |
| CITIGROUP CAPITAL PREFERRED | 250000 | 241400 |
| WELLS FARGO INCOME PLUS FUND | 39804 | 28545 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 175507 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 156801 | 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 | TRAVELER LIFE INC. ANNUITY | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 593011 | BookValue |
| EOYFMV | 593011 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PO BOX RENTAL | Description |
| Revenue And Expenses Per Books | 176 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 176 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $3,955 | Amount |
Comments