FOUNDATION FOR A HEALTHY HIGH POINT: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR A HEALTHY HIGH POINT (EIN 46-2174223)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-24
- IRS object ID
- 202612369349100116
- Schema version
- 2025v4.2
- 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
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-24T11:48:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300974127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462174223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION FOR A HEALTHY HIGH POINT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 3368227740 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 N MAIN STREET SUITE 2-B 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CURTIS HOLLOMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR/CEO | PersonTitleTxt |
| Phone | 3368227740 | PhoneNum |
| Signature | 2026-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $62,607,849 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,481,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,481,175 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,800,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,423 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,616,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,616,598 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $196,170 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,617 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $176,553 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $168,136 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,814 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $142,548 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $51,415 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,142 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $46,274 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $53,382 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,691 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,691 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $204,031 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $186,755 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,863 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $139,930 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,540 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,863 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,533 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,353 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $735 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,618 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,647 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,647 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,118 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,118 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $137,925 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $143,714 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $992,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $258,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $611,889 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,598,409 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,978,034 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,591,049 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $258,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,589,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,974,451 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,358,304 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $324,253 | CashBOYAmt |
| Cash EOY | $130,992 | CashEOYAmt |
| Cash EOYFMV | $130,992 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,119,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,122 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,457 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,246 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,246 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $39,482,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $62,147,369 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,147,369 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,186,219 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,744,256 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $112,831 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $102,698 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,666 | LandBOYAmt |
| Land EOY | $10,133 | LandEOYAmt |
| Land EOYFMV | $10,133 | LandEOYFMVAmt |
| Other Assets BOY | $122,507 | OtherAssetsBOYAmt |
| Other Assets EOY | $177,987 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $177,987 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,995,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,607,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,607,849 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,738 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $43,900 | AccountsPayableEOYAmt |
| Grants Payable EOY | $620,375 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $47,688 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $120,571 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $79,426 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $784,846 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $56,916,352 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $61,823,003 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $56,916,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,823,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,995,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,607,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $56,916,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,974,451 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,881,102 | OtherIncreasesAmt |
| Subtotal | $61,823,003 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,823,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | INVESTMENT PORTFOLIO | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $21,800,900 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,665,477 | CostOrOtherBasisAmt |
| Gain Or Loss | $135,423 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $135,423 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,423 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,236 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $71,236 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52,356 | OverpaymentAmt |
| Applied To ES Tax | $52,356 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HEALTHYHIGHPOINT.ORG | WebsiteAddressTxt |
| Individual With Books | CURTIS HOLLOMAN EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 3368227740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 N MAIN STREET SUITE 2-B 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELLIOTT WILLIAMS MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, CHAIR | 1.00 | $0 | $0 | $0 |
| TESILA SEXTON | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLES CAIN | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| CURTIS HOLLOMAN | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | EXECUTIVE DIRECTOR | 40.00 | $196,170 | $24,539 | $0 |
| TONY COLLINS | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| DR AIDA ROSS | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES HOEKSTRA MD | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR TASHA DIAL | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| REV DR DANIEL WEBB | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID JONES | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EVA OGDEN | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIA STREATER | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEAH PRICE | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR, VICE-CHAIR | 1.00 | $0 | $0 | $0 |
| BARBAR FRYE | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EMPLOYEE | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | PROGRAM OFFICER | 32.00 | $81,922 | $15,142 | $0 |
| EMPLOYEE | ||||||||
| 501 NORTH MAIN STREET STE 2-B | HIGH POINT | NC | 27260 | OPERATIONS MANAGER | 40.00 | $55,644 | $9,494 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 830269 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75283 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENTS MGMT & CUSTODIAN | ServiceTypeTxt |
| Compensation | $186,755 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,495,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,580,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,075,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,075,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $901,138 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,174,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,958,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,958,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,880 | TotalTaxAmt |
| Distributable Before Adj | $2,939,858 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,939,858 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,939,858 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,589,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,589,923 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,939,858 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,447,253 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,589,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,447,253 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,670 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,797,188 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WHITNEY DAVIS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 NORTH MAIN STREET SUITE 2-B | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3368227740 | RecipientPhoneNum |
| Recipient Email Address | INFO@HEALTHYHIGHPOINT.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE HTTP://WWW.HEALTHYHIGHPOINT.ORG/GRANTMAKING/ | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SOUTHWEST RENEWAL FOUNDATION OF HIGH POINT | |||||||
| PO BOX 778 | HIGH POINT | NC | 27261 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $166,000 |
| TRIAD HEALTH PROJECT | |||||||
| 801 SUMMIT AVE | GREENSBORO | NC | 27405 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $150,000 |
| RESILIENCE HIGH POINT | |||||||
| 1104 E GREEN DRIVE | HIGH POINT | NC | 27260 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $137,000 |
| THE SUCCESS HOPE CENTER | |||||||
| 906 MEREDITH STREET | HIGH POINT | NC | 27260 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $125,000 |
| GUILFORD NON-PROFIT CONSORTIUMCOMMMUNITY FOUNDATION OF GREATER GREENSBORO | |||||||
| 330 S GREENE ST 100 | GREENSBORO | NC | 27401 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $115,000 |
| HIGH POINT DISCOVERED | |||||||
| 308 LINDSAY STREET | HIGH POINT | NC | 27262 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $107,600 |
| YMCA OF HIGH POINT INC | |||||||
| 112 GATEWOOD AVE | HIGH POINT | NC | 27262 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 |
| WAKE FOREST UNIVERSITY HEALTH SCIENCES | |||||||
| 1790 WAKE FOREST ROAD | WAKE FOREST | NC | 27587 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100,000 |
| D-UP BASKETBALL FUNDAMENTALS AND SKILLS TRAINING | |||||||
| 613 WASHINGTON ST | HIGH POINT | NC | 27260 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $83,334 |
| MEGA MISSION MINISTRIES | |||||||
| 753 WASHINGTON STREET | HIGH POINT | NC | 27260 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $82,000 |
| OPERATION XCEL | |||||||
| 9070 US HIGHWAY 158 | STOKESDALE | NC | 27357 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 |
| BOYS & GIRLS CLUBS OF GREATER HIGH POINT | |||||||
| 200 N MAIN STREET | HIGH POINT | NC | 27260 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $75,000 |
| GO OUT FOR A RUN (GO FAR) | |||||||
| PO BOX 6041 | HIGH POINT | NC | 27262 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $70,000 |
| BEYOND SPORTS NC FOUNDATION FOR NC TRIAD FUSION INC | |||||||
| 4010 WALKER AVE UNIT 101 | GREENSBORO | NC | 27403 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $65,000 |
| SISTER CIRCLE INTERNATIONAL | |||||||
| 234 KETTERING RD | HIGH POINT | NC | 27263 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| ALCOHOL & DRUG SERVICES OF GUILFORD INC | |||||||
| 119 CHESTNUT DRIVE | HIGH POINT | NC | 27262 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| HOUSING CONSULTANTS GROUP | |||||||
| 1031 SUMMIT AVE | GREENSBORO | NC | 27405 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| FAITHACTION INTERNATIONAL | |||||||
| 2211 WEST MEADOWVIEW ROAD | GREENSBORO | NC | 27407 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| READY FOR SCHOOL READY FOR LIFE | |||||||
| 1416 YANCEYVILLE ST | GREENSBORO | NC | 27405 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| A SIMPLE GESTURE GREENSBORO INC | |||||||
| 3825 W MARKET STREET STE 101 | GREENSBORO | NC | 27408 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| THE BARNABAS NETWORK | |||||||
| 838 WINSTON ST | GREENSBORO | NC | 27405 | NONE | PC | TRADITIONAL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| NCCJ OF THE PIEDMONT TRIAD | |||||||
| 713 NORTH GREEN ST | GREENSBORO | NC | 27401 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $32,600 |
| LYDIA HOUSE INC | |||||||
| PO BOX 2722 | ST LOUIS | MO | 63116 | NONE | PC | SMALL GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,000 |
| ENLACE LATINO NC | |||||||
| 700 PARKWOOD AVE NO 206 | CHARLOTTE | NC | 28205 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $25,000 |
| REACH OUT AND READ CAROLINAS | |||||||
| 18 PLOTT DR | SYLVIA | NC | 28779 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $22,500 |
| GROWING HIGH POINT | |||||||
| 710 E WASHINGTON DR | HIGH POINT | NC | 27260 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| GUILFORD COUNTY SCHOOLS | |||||||
| 712 N EUGENE STRETT | GREENSBORO | NC | 27401 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| OAKWOOD COMMUNITY DEVELOPMENT | |||||||
| 2018 W GREEN DRIVE | HIGH POINT | NC | 27262 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| LEGAL AID OF NC | |||||||
| 122 N ELM STREET NO 700 | GREENSBORO | NC | 27401 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| UNIVERSITY OF NC AT GREENSBORO | |||||||
| 1400 SPRING GARDEN ST | GREENSBORO | NC | 27412 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| GUILFORD WORKS | |||||||
| 2301 W MEADOWVIEW RD | GREENSBORO | NC | 27407 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| COMMUNITY HOUSING SOLUTIONS OF GUILFORD INC | |||||||
| 1031 SUMMIT AVE STE 1E-1 | GREENSBORO | NC | 27405 | NONE | PC | IMPACT GRANTS PROGRAM, TO SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,978,034 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,481,175 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,423 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,616,598 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,616,598 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING - BOOKKEEPING | $19,500 | $9,750 | $9,750 |
| ACCOUNTING - AUDIT & TAX | $33,882 | $16,941 | $16,941 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2024-12-17 | $41,887 | $29,221 | SL | 3.000000000000 | $2,533 | $0 |
| COMPUTER EQUIPMENT | 2015-02-20 | $23,059 | $23,059 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 2015-03-31 | $45,338 | $45,338 | SL | 7.000000000000 | $0 | $0 |
| MACHINERY & EQUIPMENT | 2015-08-17 | $2,547 | $2,547 | SL | 5.000000000000 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | U.S LARGE CAP STOCKS, MUTUAL FUNDS & ETFS | StockNm |
| EOY Book Value | $62,147,369 | EOYBookValueAmt |
| EOYFMV | $62,147,369 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $41,887 | $31,754 | $10,133 |
| COMPUTER EQUIPMENT | $23,059 | $23,059 | $0 |
| FURNITURE & FIXTURES | $45,338 | $45,338 | $0 |
| MACHINERY & EQUIPMENT | $2,547 | $2,547 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDEND RECEIVABLE | $122,507 | $128,631 | $128,631 |
| FEDERAL NET INVESTMENT EXCISE TAX RECEIVABLE | $49,356 | $49,356 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSE | $2,751 | $0 | $2,751 |
| INFORMATION TECHNOLOGY & TELEPHONE | $32,665 | $0 | $32,665 |
| INSURANCE | $10,022 | $0 | $10,022 |
| ASSOCIATION/ORGANIZATION DUES & MEMBERSHIPS | $19,775 | $0 | $25,564 |
| MISC/OTHER | $662 | $0 | $662 |
| TRAINING & DEVELOPMENT | $19,777 | $0 | $19,777 |
| COMMUNITY DEVELOPMENT, COMMUNICATIONS & PUBLIC RELATIONS | $42,397 | $0 | $42,397 |
| SPONSORED EVENTS & SPONSORSHIPS | $6,500 | $0 | $6,500 |
| HONORARIUM | $2,500 | $0 | $2,500 |
| BANK SERVICE CHARGES | $876 | $0 | $876 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION IN THE INVESTMENT PORTFOLIO | Desc |
| Amt | $6,881,102 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL NET INVESTMENT EXCISE TAX PAYABLE | $24,924 | $120,571 |
| FEDERAL NET INVESTMENT EXCISE TAX PAYABLE | $22,764 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODIAN/CONSULTING/MANAGEMENT | $186,755 | $186,755 | $0 |
| PAYROLL & RETIREMENT SERVICES | $1,506 | $0 | $1,506 |
| STRATEGIC PLANNING & GRANT PROGRAM SERVICES | $15,770 | $0 | $13,357 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $25,403 | $2,540 | $22,863 |
| FEDERAL NII EXCISE TAX | $114,527 | $0 | $0 |
Comments