SCHEICK-VERROCHI FAM FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SCHEICK-VERROCHI FAM FOUNDATION (EIN 04-3283183)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201133199349101733
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T15:04:58-08:00 | 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 | DONOVAN SULLIVAN & RYAN CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 WASHINGTON ST | AddressLine1 |
| City | WESTWOOD | City |
| State | MA | State |
| ZIP Code | 020901339 | 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 | 043283183 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SCHEICK-VERROCHI FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHE | NameControl |
| Phone | 7813291690 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O R DONOVAN 265 WASHINGTON ST | AddressLine1 |
| City | WESTWOOD | City |
| State | MA | State |
| ZIP Code | 02090 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CAROLYN SCHEICK | Name |
| Title | PRESIDENT | Title |
| Phone | 7813291690 | Phone |
| Date Signed | 2011-05-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICKARD D DONOVAN CPA | Name |
| Phone | 7813291690 | 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1722026 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 37906 | DividendsRevAndExpnss |
| Net Gain Sale Assets Rev And Expnss | 93175 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2551184 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 93175 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 131081 | TotalRevenueAndExpenses |
| Total Net Investment Income | 93175 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 20000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 6300 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 13700 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5900 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 25798 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 25798 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 852 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 852 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 1169 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 1169 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 1953 | TravConfMeetingRevAndExpnss |
| Other Expenses Rev And Expnss | 134 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 110 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 55806 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 34119 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 13810 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 70500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 70500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 126306 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 34119 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 84310 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4775 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 59056 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4751 | CashBOY |
| Cash EOY | 17001 | CashEOY |
| Cash EOYFMV | 17001 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 153126 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 121633 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 121633 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1387237 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1417418 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1581638 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 10149 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 8395 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2922 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1754 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1754 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 1548036 | TotalAssetsBOY |
| Total Assets EOY | 1557806 | TotalAssetsEOY |
| Total Assets EOYFMV | 1722026 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 4995 | OtherLiabilitiesEOY |
| Total Liabilities EOY | 4995 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1548036 | UnrestrictedBOY |
| Unrestricted EOY | 1552811 | UnrestrictedEOY |
| Total Net Assets BOY | 1548036 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1552811 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1548036 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1557806 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1548036 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4775 | ExcessOfRevenueOverExpenses |
| Subtotal | 1552811 | Subtotal |
| Total Net Assets Fund Balances EOY | 1552811 | 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 | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANNEY # 7666-2700 | P | 2010-04-30 | 2010-06-23 | 116570 | 0 | 106013 | 10557 | 0 | 0 | 0 | 10557 |
| JANNEY # 7666-2700 | P | 2007-10-03 | 2010-06-23 | 214906 | 0 | 189694 | 25212 | 0 | 0 | 0 | 25212 |
| JANNEY # 5288-8036 | P | 2010-03-24 | 2010-06-23 | 585833 | 0 | 598611 | -12778 | 0 | 0 | 0 | -12778 |
| JANNEY # 5288-8036 | P | 2008-03-12 | 2010-03-24 | 41821 | 0 | 43489 | -1668 | 0 | 0 | 0 | -1668 |
| JANNEY # 6145-5133 | P | 2009-07-08 | 2010-06-25 | 55367 | 0 | 49988 | 5379 | 0 | 0 | 0 | 5379 |
| JANNEY # 6145-5133 | P | 2009-07-08 | 2010-09-24 | 113268 | 0 | 75492 | 37776 | 0 | 0 | 0 | 37776 |
| JANNEY # 7545-8821 | P | 2009-10-27 | 2010-09-10 | 90497 | 0 | 86431 | 4066 | 0 | 0 | 0 | 4066 |
| JANNEY # 7545-8821 | P | 2009-04-03 | 2010-06-21 | 52445 | 0 | 34667 | 17778 | 0 | 0 | 0 | 17778 |
| JANNEY # 1409-6690 | P | 2009-07-08 | 2010-01-13 | 1080849 | 0 | 1071912 | 8937 | 0 | 0 | 0 | 8937 |
| JANNEY # 1409-6690 | P | 2008-07-16 | 2010-06-23 | 199628 | 0 | 201712 | -2084 | 0 | 0 | 0 | -2084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 93175 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 90290 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1497107 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.060310 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 112399 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1808218 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062160 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 82763 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2291630 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.036115 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 100097 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2225428 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044979 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 101076 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2178059 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046406 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249970 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049994 | AverageDistributionRatio |
| Net Noncharitable Assets | 1674261 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 83703 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 591 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 84294 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 84310 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 591 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 591 | Subtotal |
| Tax Based On Investment Income | 591 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 591 | 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 |
| States Filed With | MA | 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 Person Name | CAROLYN R SCHEICK | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7813291690 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 DICKINSON CIRCLE | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 276148603 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLYN R SCHEICK | ||||||||
| 1020 DICKINSON CIRCLE | RALEIGH | NC | 27614 | PRESIDENT | 10.00 | 10000 | 0 | 0 |
| WILLIAM H SCHEICK | ||||||||
| 1020 DICKINSON CIRCLE | RALEIGH | NC | 27614 | TREASURER | 10.00 | 10000 | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1551501 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 148256 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1699757 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1699757 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 25496 | CashDeemedCharitable |
| Net Noncharitable Assets | 1674261 | NetNoncharitableAssets |
| Minimum Investment Return | 83713 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 83713 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 591 | TaxBasedOnInvestmentIncome |
| Total Tax | 591 | TotalTax |
| Distributable Amount Before Adj | 83122 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 83122 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 83122 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 84310 | ExpensesAndContributions |
| Qualifying Distributions | 84310 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 591 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 83719 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 83122 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 74583 | UndistributedIncomePriorYear |
| Qualifying Distributions | 84310 | QualifyingDistributions |
| Applied To Year1 | 74583 | AppliedToYear1 |
| Applied To Current Year | 9727 | AppliedToCurrentYear |
| Undistributed Income CY | 73395 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| MARIPOSA SCHOOL | ||||||
| 203 GREGSON DRIVE | CARY | NC | 27511 | N/A | UNRESTRICTEDCHARITABLE GIFT | $5,000 |
| HAYES PLACE | ||||||
| 1314 W GARNER RD | GARNER | NC | 27529 | N/A | UNRESTRICTEDCHARITABLE GIFT | $11,000 |
| SAFECHILD | ||||||
| 864 W MORGAN ST | RALEIGH | NC | 27603 | N/A | UNRESTRICTEDCHARITABLE GIFT | $3,000 |
| FIRST CALVARY BAPTIST CHURCH | ||||||
| 1311 MOREHEAD AVE | DURHAM | NC | 27609 | N/A | UNRESTRICTEDCHARITABLE GIFT | $7,000 |
| THE CARYING PLACE | ||||||
| P O BOX 622 | CARY | NC | 27512 | N/A | UNRESTRICTEDCHARITABLE GIFT | $9,000 |
| READ SEED | ||||||
| 3020 PICKETT RD SUITE 120 | DURHAM | NC | 27705 | N/A | UNRESTRICTEDCHARITABLE GIFT | $10,000 |
| REENTRY INC | ||||||
| P O BOX 724 | RALEIGH | NC | 27602 | N/A | UNRESTRICTEDCHARITABLE GIFT | $9,000 |
| CENTER FOR CHILD & FAMILY HEALTH | ||||||
| 411 WEST CHAPEL HILL ST | DURHAM | NC | 27701 | N/A | UNRESTRICTEDCHARITABLE GIFT | $1,000 |
| ASSISTANCE LEAGUE OF RALEIGH | ||||||
| P O BOX 99459 | RALEIGH NC | NC | 27624 | N/A | UNRESTRICTEDCHARITABLE GIFT | $8,000 |
| SALVATION ARMY OF WAKE COUNTY | ||||||
| 215 PERSON RD | RALEIGH | NC | 27601 | N/A | UNRESTRICTEDCHARITABLE GIFT | $1,000 |
| FOOD BANK OF CENTRALEASTERN NC | ||||||
| 3808 TARHEEL DRIVE | RALEIGH | NC | 27609 | N/A | UNRESTRICTEDCHARITABLE GIFT | $5,000 |
| HOSPICE OF WAKE COUNTY (NC) | ||||||
| 250 HOSPICE CIRCLE | RALEIGH | NC | 27607 | N/A | UNRESTRICTEDCHARITABLE GIFT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 70500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Related Or Exempt Function Income | 37906 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Related Or Exempt Function Income | 93176 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 131082 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 131082 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumber |
| Relationship Statement | NOT APPLICABLE | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DONOVAN SULLIVAN & RYAN ACCTG & TAX | Category |
| Amount | $5,900 | Amount |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | OFFICE EQUIPMENT | DescriptionOfProperty |
| Date Acquired | 2007-06-30 | DateAcquired |
| Cost Or Other Basis | 10149 | CostOrOtherBasis |
| Prior Years Depreciation | 7226 | PriorYearsDepreciation |
| Computation Method | 200DB | ComputationMethod |
| Life | 5.00 | Life |
| Current Year Expense | 1169 | CurrentYearExpense |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARKETABLE SECURITIES - SEE ATTACHMENTS | Name |
| How Acquired | Purchased | HowAcquired |
| Gross Sales Price | 2551184 | GrossSalesPrice |
| Basis | 2458009 | Basis |
| Total Net | 93175 | TotalNet |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Marketable Securities - At NBV-JANNEY A/C'S: | ||
| # 6145-5133 | 230482 | 306644 |
| # 1409-6690 | 343202 | 350053 |
| # 7545-8821 | 388244 | 465005 |
| # 7666-2700 | 223774 | 226287 |
| # 5288-8036 | 231716 | 233649 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Office Equipment | CategoryOrItem |
| Cost Or Other Basis | 10149 | CostOrOtherBasis |
| Accumulated Depreciation | 8395 | AccumulatedDepreciation |
| Book Value | 1754 | BookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Non-personnel expenses:Postage, shipping, delivery | 24 | |
| Bank Fees | 70 | 70 |
| Non-personnel expenses:Supplies | 40 | 40 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unexpired call sales ( ..8036) | Description |
| EOY Book Value | 4995 | EOYBookValue |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unexpired call sales ( ..8036) | Description |
| EOY Book Value | 4995 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JANNEY , MONTGOMERY SCOTT INVESTMENT FEES | Category |
| Amount | $25,798 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| Business expenses:Federal Tax on Invest. Income | $163 | 163 |
| Business expenses:Taxes - other | $689 | 689 |