THE Z V PATE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE Z V PATE FOUNDATION INC (EIN 56-1469816)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-10-06
- IRS object ID
- 201112799349100001
- Schema version
- 2010v3.4
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-06T07:48:26-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S PRESTON DOUGLAS & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2339 | AddressLine1 |
| City | LUMBERTON | City |
| State | NC | State |
| ZIP Code | 283592339 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561469816 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZV PATE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ZVPA | NameControl |
| Phone | 9104622122 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1 |
| City | LAUREL HILL | City |
| State | NC | State |
| ZIP Code | 28351 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRADLEY M WILLIAMS | Name |
| Title | TREASURER | Title |
| Phone | 9104622122 | Phone |
| Date Signed | 2011-09-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN L GRISSOM JR | Name |
| Phone | 9107397523 | Phone |
| Date Prepared | 2011-10-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 707635 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 94523 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 899 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 899 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 899 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 18120 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18120 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 18120 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 10923 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 54739 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10923 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 2826 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 124465 | TotalRevenueAndExpenses |
| Total Net Investment Income | 29942 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 21845 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 240 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 240 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 240 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 240 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7690 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7690 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 7690 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7690 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7930 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7930 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 7930 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7930 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 137900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 137900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 145830 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7930 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 7930 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 145830 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -21365 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22012 | NetInvestmentIncome |
| Adjusted Net Income | 13915 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 162662 | CashBOY |
| Cash EOY | 97335 | CashEOY |
| Cash EOYFMV | 97335 | CashEOYFMV |
| Investments Corp Stock BOY | 413794 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 457756 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 610300 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 576456 | TotalAssetsBOY |
| Total Assets EOY | 555091 | TotalAssetsEOY |
| Total Assets EOYFMV | 707635 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 576456 | RetainedEarningsBOY |
| Retained Earnings EOY | 555091 | RetainedEarningsEOY |
| Total Net Assets BOY | 576456 | TotalNetAssetsBOY |
| Total Net Assets EOY | 555091 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 576456 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 555091 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 576456 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -21365 | ExcessOfRevenueOverExpenses |
| Subtotal | 555091 | Subtotal |
| Total Net Assets Fund Balances EOY | 555091 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CABELA'S INC | P | 2008-01-16 | 2010-11-05 | 4250 | 3430 | 820 | 820 |
| MFS CHARTER INCOME | P | 2003-12-24 | 2011-01-03 | 4159 | 3859 | 300 | 300 |
| CABEL'S INC | P | 2008-01-16 | 2011-01-31 | 968 | 361 | 607 | 607 |
| TEMPLETON | P | 2002-05-08 | 2011-05-31 | 18463 | 12093 | 6370 | 6370 |
| GE | P | 2010-08-23 | 2010-08-23 | 9 | 18 | -9 | -9 |
| MFS CHARTER INCOME | P | 2010-08-23 | 2010-08-23 | 1 | 1 | 1 | |
| RUBBERMAID | P | 2010-08-23 | 2010-08-23 | 8 | 16 | -8 | -8 |
| TEMPLETON | P | 2010-08-23 | 2010-08-23 | 2 | 2 | 2 | |
| WELLS FARGO | P | 2010-12-29 | 2010-12-29 | 12436 | 12408 | 28 | 28 |
| SMUCKER | P | 2010-11-24 | 2011-05-25 | 14443 | 11631 | 2812 | 2812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10923 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 2826 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 112552 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 575576 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.195547 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 118838 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 624713 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.190228 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 155732 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 754693 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.206351 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 72000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 534005 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.134830 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 75800 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 681099 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.111291 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.838247 | TotalDistributionRatio |
| Average Distribution Ratio | 0.167649 | AverageDistributionRatio |
| Net Noncharitable Assets | 691597 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 115946 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 220 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 116166 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 145830 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 220 | InvestmentIncomeExciseTax |
| Subtotal | 220 | Subtotal |
| Tax Based On Investment Income | 220 | TaxBasedOnInvestmentIncome |
| Tax Due | 220 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| 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 Person Name | BRADLEY M WILLIAMS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9104622122 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1 |
| City | LAUREL HILL | City |
| State | NC | State |
| ZIP Code | 28351 | ZIPCode |
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 |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Business Name Line2BusinessName/BusinessNameLine2 | Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| DAVID L BURNS | ||||||||||
| DAVID L BURNS | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| CAROLYN P PAUL | ||||||||||
| CAROLYN P PAUL | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | SECRETARY | 5.00 | 0 | 0 | 0 |
| BRADLEY M WILLIAMS | ||||||||||
| BRADLEY M WILLIAMS | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | TREASURER | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 578046 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 124083 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 702129 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 702129 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10532 | CashDeemedCharitable |
| Net Noncharitable Assets | 691597 | NetNoncharitableAssets |
| Minimum Investment Return | 34580 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34580 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 220 | TaxBasedOnInvestmentIncome |
| Total Tax | 220 | TotalTax |
| Distributable Amount Before Adj | 34360 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 34360 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 34360 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 145830 | ExpensesAndContributions |
| Qualifying Distributions | 145830 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 220 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 145610 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 34360 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 48747 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 45895 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 73504 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 87930 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 84011 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 340087 | TotalExcessDistriCarryover |
| Qualifying Distributions | 145830 | QualifyingDistributions |
| Applied To Current Year | 34360 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 111470 | RemainingDistriFromCorpus |
| Total Corpus | 451557 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 48747 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 402810 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 45895 | ExcessFromYear4 |
| Excess From Year3 | 73504 | ExcessFromYear3 |
| Excess From Year2 | 87930 | ExcessFromYear2 |
| Excess From Year1 | 84011 | ExcessFromYear1 |
| Excess From Current Year | 111470 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DAVID L BURNS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ZV PATE FOUNDATION INC | AddressLine1 |
| Address Line2 | PO BOX 159 | AddressLine2 |
| City | LAUREL HILL | City |
| State | NC | State |
| ZIP Code | 28351 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9104622122 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITTEN FORM, INCLUDING IDENTIFICATION OF APPLICANT, TYPE OF ORGANIZATION, AMOUNT REQUESTED, DESCRIPTION OF USE OF THE FUNDS | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANYTIME | SubmissionDeadlines |
| Restrictions On Awards | AWARDS ARE LIMITED TO THE SOUTHEASTERN UNITED STATES AREA. ORGANIZATIONS ARE NOTIFIED WITHIN SIXTY DAYS AS TO APPROVAL OR REJECTION | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| AMERICAN CANCER SOCIETY | 13291 WESLEYAN DRIVE | 13291 WESLEYAN DRIVE | LAURINBURG | NC | 28352 | NONE | MEDICAL | $2,500 |
| AMERICAN RED CROSS | ||||||||
| AMERICAN RED CROSS | 200 ATKINSON STREET | 200 ATKINSON STREET | LAURINBURG | NC | 28352 | NONE | MEDICAL | $500 |
| BOY SCOUTS OF AMERICA | ||||||||
| BOY SCOUTS OF AMERICA | PO BOX 7156 | PO BOX 7156 | WILMINGTON | NC | 28406 | NONE | COMMUNITY | $5,000 |
| BOYS & GIRLS HOMES OF NC | ||||||||
| BOYS & GIRLS HOMES OF NC | 400 FLEMINGTON DRIVE | 400 FLEMINGTON DRIVE | LAKE WACCAMAW | NC | 28450 | NONE | COMMUNITY | $50 |
| CHRIST CHURCH CHARLOTTE | ||||||||
| CHRIST CHURCH CHARLOTTE | 1412 PROVIDENCE ROAD | 1412 PROVIDENCE ROAD | CHARLOTTE | NC | 28207 | NONE | RELIGIOUS | $1,000 |
| DISCOVERY PLACE INC | ||||||||
| DISCOVERY PLACE INC | 301 N TRYON STREET | 301 N TRYON STREET | CHARLOTTE | NC | 28202 | NONE | EDUCATION | $5,000 |
| HOSPICE OF SCOTLAND CO | ||||||||
| HOSPICE OF SCOTLAND COUNTY | PO BOX 1033 | PO BOX 1033 | LAURINBURG | NC | 28353 | NONE | MEDICAL | $1,250 |
| LAURINBURG PRESBYTERIAN C | ||||||||
| LAURINBURG PRESBYTERIAN CHURCH | 600 WEST CHURCH STREET | 600 WEST CHURCH STREET | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $2,000 |
| MEDICAL FOUNDATION | ||||||||
| MEDICAL FOUNDATION | 880 AIRPORT ROAD | 880 AIRPORT ROAD | CHAPEL HILL | NC | 27514 | NONE | MEDICAL | $1,000 |
| SAINT LUKE UMC | ||||||||
| SAINT LUKE UMC | 12781 WOODBRIDGE DRIVE | 12781 WOODBRIDGE DRIVE | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $100 |
| ST ANDREWS PRESBYTERIAN C | ||||||||
| ST ANDREWS PRESBYTERIAN COLLEGE | 1700 DOGWOOD MILE | 1700 DOGWOOD MILE | LAURINBURG | NC | 28352 | NONE | EDUCATION | $105,000 |
| UNITED WAY OF SCOTLAND CO | ||||||||
| UNITED WAY OF SCOTLAND COUNTY | PO BOX 742 | PO BOX 742 | LAURINBURG | NC | 28353 | NONE | COMMUNITY | $12,000 |
| SCOTLAND MEMORIAL FOUNDAT | ||||||||
| SCOTLAND MEMORIAL FOUNDATION | 500 LAUCHWOOD DRIVE | 500 LAUCHWOOD DRIVE | LAURINBURG | NC | 28352 | NONE | MEDICAL | $1,500 |
| WEST ROCKINGHAM UNITED ME | ||||||||
| WEST ROCKINGHAM UNITED METHODIST CHURCH | 217 WEST US 74 | 217 WEST US 74 | ROCKINGHAM | NC | 28379 | NONE | RELIGIOUS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 137900 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 899 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 18120 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 10923 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 29942 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 29942 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INTEREST EARNED ON FUNDS INVESTED FOR CHARITABLE PURPOSES |
| 4 | DIVIDENDS EARNED ON FUNDS INVESTED FOR CHARITABLE PURPOSES |
| 8 | PROCEEDS FROM SALE OF INVSTMTS USED FOR CHARITABLE PURPOSE |
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 | ZV PATE INC | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1 |
| City | LAUREL HILL | City |
| State | NC | State |
| ZIP Code | 28351 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 94523 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| Business Name Line2BusinessName/BusinessNameLine2 | ExplanationExplanation |
|---|---|
| DAVID L BURNS | |
| DAVID L BURNS | NO COMPENSATION PAID |
| CAROLYN P PAUL | |
| CAROLYN P PAUL | NO COMPENSATION PAID |
| BRADLEY M WILLIAMS | |
| BRADLEY M WILLIAMS | NO COMPENSATION PAID |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (37 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMGEN | 14777 | 14588 |
| BANK OF AMERICA | 12537 | 5809 |
| BLACKROCK | 10909 | 15653 |
| BRISTOL MYERS | 21391 | 25919 |
| CABELA'S | 5951 | 13412 |
| CHEVRONTEXACO | 10132 | 23653 |
| CISCO | 20914 | 17967 |
| COCA-COLA CO | 13264 | 16957 |
| DUPONT | 20603 | 27998 |
| FREEPORT MCMORAN | 5130 | 23593 |
| GABELLI | 18080 | 25114 |
| GE | 12982 | 8393 |
| GLOBAL PAYMENTS | 15697 | 20043 |
| GOLDMAN SACS | 9955 | 12035 |
| 10303 | 13672 | |
| HOME DEPOT | 12664 | 19523 |
| JAPAN EQUITY | 10992 | 11651 |
| JOHNSON & JOHNSON | 17356 | 19357 |
| KOREA | 5014 | 11233 |
| MACK CALI REALTY | 7428 | 9586 |
| MEDLIFE INC FLOATING RATE | 9944 | 10948 |
| MFS CHARTER INCOME | 8771 | 9360 |
| MICROSOFT | 23217 | 24336 |
| NATIONAL OILWELL | 2643 | 22994 |
| NEWELL | 15480 | 10809 |
| PIONEER NATURAL | 3252 | 14242 |
| TEMPLETON DRAGON | 9728 | 22527 |
| TEMPLETON EMERGING | 11661 | 17151 |
| TEMPLETON GLOBAL | ||
| TOTAL S.A. SPONS ADR | 6986 | 8907 |
| UNUM GROUP | 12712 | 24868 |
| WAL-MART | 13034 | 14188 |
| WASTE MANAGEMENT | 12034 | 16399 |
| WELLPOINT | 10505 | 19850 |
| WELLS FARGO | 37224 | 33672 |
| POWER ONE INC | 6983 | 6359 |
| PIMCO EMERGING MARKETS | 17503 | 17534 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK CHARGES | 7690 | 7690 | 7690 | 7690 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| US TREASURY | $119 | 119 | 119 | 119 |
| FOREIGN TAXES WITHHELD | $121 | 121 | 121 | 121 |
Comments