THE SINK AND MICKEY FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE SINK AND MICKEY FAMILY FOUNDATION (EIN 82-2155357)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-15
IRS object ID
202642589349101259
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-15T16:12:54-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560571159PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BERNARD ROBINSON & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 19608AddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP274199608ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN822155357EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SINK AND MICKEY FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2F/K/A THE MICKEY TRUCK BODIES FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSINKBusinessNameControlTxt
Phone3368826806PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2024AddressLine1Txt
CityHIGH POINTCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27261ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH DEAN SINKPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3368826806PhoneNum
Signature2026-09-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY C HOOKSPreparerPersonNm
PTINP00790329PTIN
Phone3362944494PhoneNum
Preparation2026-09-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,800,604FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$487,409ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$50,369DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,369DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$119,149NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$898,703GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$119,155CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$656,927TotalRevAndExpnssAmt
Total Net Invst Incm$169,524TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,300AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$3,123InterestRevAndExpnssAmt
Interest Net Invst Incm$3,123InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Other Expenses Rev And Expnss$31,912OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$31,912OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,335TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,335TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$166,348ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$166,348ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$203,683TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,335TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$166,348TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$453,244ExcessRevenueOverExpensesAmt
Net Investment Income$132,189NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$57,735CashBOYAmt
Cash EOY$46,781CashEOYAmt
Cash EOYFMV$46,781CashEOYFMVAmt
Corporate Stock BOY$372,934CorporateStockBOYAmt
Corporate Stock EOY$559,440CorporateStockEOYAmt
Corporate Stock EOYFMV$1,123,136CorporateStockEOYFMVAmt
Other Investments BOY$1,437,299OtherInvestmentsBOYAmt
Other Investments EOY$1,428,184OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,630,687OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,867,968TotalAssetsBOYAmt
Total Assets EOY$2,034,405TotalAssetsEOYAmt
Total Assets EOYFMV$2,800,604TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,867,968RetainedEarningBOYAmt
Retained Earning EOY$2,034,405RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,867,968TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,034,405TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,867,968TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,034,405TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,867,968TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$453,244ExcessRevenueOverExpensesAmt
Other Increases$266,022OtherIncreasesAmt
Subtotal$2,587,234SubtotalAmt
Other Decreases$552,829OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,034,405TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
DEFENDER CAPITAL PARTNERS$66,807$66,807$66,807
DEFENDER CAPITAL PARTNERS-$15,236-$15,236$15,236
DEFENDER CAPITAL PARTNERS-$729-$729$729
DEFENDER CAPITAL PARTNERS-$1,094-$1,094$1,094
DEFENDER CAPITAL PARTNERS-$62-$62$62
CAPITAL GAIN$319,322-$1,364-$1,364$320,686
CAPITAL GAIN$512,574$70,833$70,833$441,741
FieldValueIRS element (for citing)
Capital Gain Net Income$119,155CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,837InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,837SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,837TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$639EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$639TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Tax Due$1,201TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3368826806PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2024AddressLine1Txt
CityHIGH POINTCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27261ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
H DEAN SINK
PO BOX 2024HIGH POINTNC27261PRESIDENT2.00$0$0$0
CARL F MICKEY JR
6641 MENDENHALL ROADARCHDALENC27263VICE PRESIDENT2.00$0$0$0
MATTHEW D SINK
PO BOX 2024HIGH POINTNC27261SECRETARY/TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,454,816AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$65,147AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$883,817FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,403,780TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,403,780AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,057CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,367,723NetVlNoncharitableAssetsAmt
Minimum Investment Return$118,386MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$118,386MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,837TaxBasedOnInvestmentIncomeAmt
Total Tax$1,837TotalTaxAmt
Distributable Before Adj$116,549DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$116,549DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$116,549DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$166,348ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$166,348QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$116,549DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$66,938ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$61,952ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,027ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$44,423ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$55,858ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$258,198TotalExcessDistributionCyovAmt
Qualifying Distributions$166,348QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$116,549AppliedToCurrentYearAmt
Remaining Distri From Corpus$49,799RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$307,997TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$66,938ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$241,059ExcessDistriCyovToNextYrAmt
Excess From Year4$61,952ExcessFromYear4Amt
Excess From Year3$29,027ExcessFromYear3Amt
Excess From Year2$44,423ExcessFromYear2Amt
Excess From Year1$55,858ExcessFromYear1Amt
Excess From Current Year$49,799ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerH DEAN SINKContributingManagerNm
Contributing ManagerCARL F MICKEY JRContributingManagerNm
Contributing ManagerMATTHEW D SINKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BOYS AND GIRLS CLUBS OF GREATER HP
PO BOX 2834HIGH POINTNC27261N/APCPROGRAM SUPPORT$20,700
CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA
WAKE FOREST BAPTIST MEDICAL CENTERWINSTONSALEMNC27199N/APCTO SUPPORT DISCOVERY AND SHARING THE BEST WAYS TO PREVENT AND TREAT SEVERE INJURIES IN CHILDREN.$1,000MEDICAL CENTER BOULEVARD
GO FAR
PO BOX 6041HIGH POINTNC27262N/ANCPROGRAM SUPPORT TO COMBAT CHILDHOOD OBESITY AND PROVIDE A COMPREHENSIVE FITNESS PROGRAM TO CHILDREN OF ALL ABILITIES.$5,000
HIGH POINT REGIONAL HEALTH FOUNDATION
MEDICAL CENTER BOULEVARDWINSTONSALEMNC27157N/APCFAMILY FIRST CAMPAIGN, WHICH WILL ASSIST IN THE MODERNIZATION AND RENOVATION OF THE ESTHER R. CULP WOMEN'S CENTER$10,000
HORSEPOWER THERAPEUTIC LEARNING CENTER
4537 WALPOLE RDHIGH POINTNC27265N/APCTO SUPPORT THERAPEUTIC RIDING PROGRAMS FOR THOSE WITH PHYSICAL, SOCIAL, PHYSIOLOGICAL AND INTELLECTUAL DISABILITIES.$10,000
HOSPICE OF THE PIEDMONT
1801 WESTCHESTER DRIVEHIGH POINTNC27262N/APCEMPOWERING AND ENRICHING THE LIVES OF INDIVIDUALS AND FAMILIES IN THE COMMUNITY.$2,000
OPEN DOOR MINISTRIES
400 N CENTENNIAL STREETHIGH POINTNC27262N/APCPROGRAM SUPPORT$1,200
PROSPECT UNITED METHODIST CHURCH
5553 PROSPECT STREETHIGH POINTNC27263N/ANCPROGRAM SUPPORT$1,000
ROC SOLID FOUNDATION
5164 WEST MILITARY HIGHWAY STE 100CHESAPEAKEVA23321N/ANCPROGRAM SUPPORT TO FUND RESEARCH INTO CANCER AND ASSIST CHILDREN DIAGNOSED WITH CANCER.$25,000
UNITED WAY OF GREATER HIGH POINT
PO BOX 90026CHARLOTTENC28290N/APCDEVELOP COMMUNITY RESOURCES AND PARTNERSHIP THAT SUPPORT A BROAD ARRAY OF CRITICAL HEALTH AND HUMAN SERVICE NEEDS IN THE COMMUNITY.$55,448
YMCA OF HIGH POINT
PO BOX 6258HIGH POINTNC27262N/APCTO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL.$10,000
HORSEPOWER FOUNDATION
4537 WALPOLE RDHIGH POINTNC27265N/ASO III FITO SUPPORT THERAPEUTIC RIDING PROGRAMS FOR THOSE WITH PHYSICAL, SOCIAL, PHYSIOLOGICAL AND INTELLECTUAL DISABILITIES.$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$166,348TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,369ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$119,149ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$169,518ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$169,518TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
CARL F MICKEY JR
16641 MENDENHALL ROADARCHDALENC27263$263,600Yes (X)Yes (X)
MATTHEW D SINK
2PO BOX 2024HIGH POINTNC27261$112,028Yes (X)Yes (X)
H DEAN SINK
3PO BOX 2024HIGH POINTNC27261$111,781Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (15 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1191 SHS ALPHABET INC CAP STK CL C$61,3302025-11-26
125 SHS AMGEN INC$8,5632025-11-26
1141 SHS CBOE GLOBAL MARKETS INC$36,3202025-11-26
119 SHS COSTCO WHOLESALE CORP COM$17,1722025-11-26
138 SHS CROWDSTRIKE HLDGS INC CL A$19,2282025-11-26
1150 SHS EXXON MOBIL CORP COM$17,2532025-11-26
182 SHS JP MORGAN CHASE & CO.COM$25,0812025-11-26
1125 SHS RTX CORPORATION$21,6292025-11-26
1162 SHS TAIWAN SEMICONDUCTOR MANUF$47,0242025-11-26
235 SHS ALPHABET INC CAP STK CL C$11,2382025-11-26
2259 SHS ISHARES US TECHNOLOGY ETF$51,0232025-11-26
2137 SHS TAIWAN SEMICONDUCTOR MANUF$39,7672025-11-26
3172 SHS ALPHABET INC CAP STK CL C$55,2292025-11-26
323 SHS IMPINJ INC COM$3,8822025-11-26
3147 SHS TAIWAN SEMICONDUCTOR MANUF$42,6702025-11-26

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,300Amt
Net Investment Income$2,300NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EATON CORPORATION PLC$12,717$19,428
ABBVIE INC COM USD0.01$16,196$15,766
ALPHABET INC CAP STK CL C$83,087$184,201
AMAZON.COM INC$25,087$51,011
AMGEN INC$4,061$8,183
APPLE INC$16,989$44,313
BERKSHIRE HATHAWAY INC COM$15,517$26,138
BROADCOM INC COM$8,812$55,376
CBOE GLOBAL MARKETS INC$13,593$35,391
CONSTELLATION ENERGY CORP COM$13,219$16,604
COSTCO WHOLESALE CORP COM$6,848$16,384
CROWDSTRIKE HLDGS INC CL A$9,857$17,813
DELL TECHNOLOGIES INC CL C$19,439$20,770
DIAMONDBACK ENERGY INC COM$26,099$28,112
EMERSON ELECTRIC CO$19,878$24,022
EXXON MOBIL CORP COM$8,858$18,051
IMPINJ INC COM$4,378$13,573
JP MORGAN CHASE & CO.$22,668$68,955
KINDER MORGAN INC COM USD0.01$24,337$31,311
MICROSOFT CORP$33,854$59,002
NVIDIA CORPORATION COM$30,289$46,625
PNC FINANCIAL SERVICES GROUP COM$19,503$26,509
RTX CORPORATION COM USD1.00$10,335$22,925
SCHWAB CHARLES CORP COM$19,671$30,273
TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS$50,904$168,659
UBER TECHNOLOGIES INC COM$13,862$17,159
VISA INC$18,517$30,512
WALMART INC COM$10,865$26,070

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FEDERATED HERMES TTL RETURN BONDAT COST$99,822$101,907
LOCORR HEDGED CORE FUND CLASS IAT COST$91,480$91,116
VICTORY PIONEER SHORT TERM INCOME FUND YAT COST$55,681$55,753
AVANTIS EMERGING MARKETS EQUITY ETFAT COST$27,649$29,422
FIRST TR EXCHANGE-TRADED FD VI SMD RISING ETFAT COST$34,107$44,604
ISHARES GOLD TR ISHARES NEW ISINAT COST$60,239$80,439
ISHARES CORE US AGGREGATE BOND ETFAT COST$89,015$88,793
ISHARES TR 7-10 YR TRSY BDAT COST$38,945$40,195
ISHARES TRUST CORE MSCI EAFE ETFAT COST$55,610$58,002
ISHARES US TECHNOLOGY ETFAT COST$12,473$51,717
JANUS DETROIT STR TR HENDRSON AAA CLAT COST$42,114$42,083
JANUS DETROIT STR TR HENDRSON MTGAT COST$42,433$43,725
VANGUARD REAL ESTATE ETFAT COST$19,240$19,114
DEFENDER CAPITAL PARTNERSAT COST$759,376$883,817

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDIFFERENCE BETWEEN FMV AND COST BASIS OF GIFTS TRANSFERREDDesc
Amt$552,829Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISOR FEES$9,484$9,484$0
FOREIGN TAX PAID$251$251$0
K-1 PORTFOLIO DEDUCTIONS$22,177$22,177$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/LOSSES ON INVESTMENTSDesc
Amt$266,022Amt

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