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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-15T16:12:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560571159 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ROBINSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 19608 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 274199608 | 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 | 822155357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SINK AND MICKEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | F/K/A THE MICKEY TRUCK BODIES FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SINK | BusinessNameControlTxt |
| Phone | 3368826806 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2024 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H DEAN SINK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3368826806 | PhoneNum |
| Signature | 2026-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY C HOOKS | PreparerPersonNm |
| PTIN | P00790329 | PTIN |
| Phone | 3362944494 | PhoneNum |
| Preparation | 2026-09-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,800,604 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $487,409 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $50,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $898,703 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,155 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $656,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,524 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $3,123 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,123 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,912 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,912 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,348 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,348 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $203,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,348 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $453,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,189 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,735 | CashBOYAmt |
| Cash EOY | $46,781 | CashEOYAmt |
| Cash EOYFMV | $46,781 | CashEOYFMVAmt |
| Corporate Stock BOY | $372,934 | CorporateStockBOYAmt |
| Corporate Stock EOY | $559,440 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,123,136 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,437,299 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,428,184 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,630,687 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,867,968 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,034,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,800,604 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,867,968 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,034,405 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,867,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,034,405 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,867,968 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,034,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,867,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $453,244 | ExcessRevenueOverExpensesAmt |
| Other Increases | $266,022 | OtherIncreasesAmt |
| Subtotal | $2,587,234 | SubtotalAmt |
| Other Decreases | $552,829 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,034,405 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,155 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,837 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,837 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,837 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $639 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $639 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $1,201 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3368826806 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2024 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| H DEAN SINK | ||||||||
| PO BOX 2024 | HIGH POINT | NC | 27261 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CARL F MICKEY JR | ||||||||
| 6641 MENDENHALL ROAD | ARCHDALE | NC | 27263 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MATTHEW D SINK | ||||||||
| PO BOX 2024 | HIGH POINT | NC | 27261 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,454,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $883,817 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,403,780 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,403,780 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,367,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,837 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,837 | TotalTaxAmt |
| Distributable Before Adj | $116,549 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $116,549 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $116,549 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,348 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $166,348 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,549 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,938 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $61,952 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,027 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,423 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,858 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $258,198 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $166,348 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $116,549 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,799 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $307,997 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $66,938 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $241,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $61,952 | ExcessFromYear4Amt |
| Excess From Year3 | $29,027 | ExcessFromYear3Amt |
| Excess From Year2 | $44,423 | ExcessFromYear2Amt |
| Excess From Year1 | $55,858 | ExcessFromYear1Amt |
| Excess From Current Year | $49,799 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H DEAN SINK | ContributingManagerNm |
| Contributing Manager | CARL F MICKEY JR | ContributingManagerNm |
| Contributing Manager | MATTHEW D SINK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUBS OF GREATER HP | ||||||||
| PO BOX 2834 | HIGH POINT | NC | 27261 | N/A | PC | PROGRAM SUPPORT | $20,700 | |
| CHILDRESS INSTITUTE FOR PEDIATRIC TRAUMA | ||||||||
| WAKE FOREST BAPTIST MEDICAL CENTER | WINSTONSALEM | NC | 27199 | N/A | PC | TO SUPPORT DISCOVERY AND SHARING THE BEST WAYS TO PREVENT AND TREAT SEVERE INJURIES IN CHILDREN. | $1,000 | MEDICAL CENTER BOULEVARD |
| GO FAR | ||||||||
| PO BOX 6041 | HIGH POINT | NC | 27262 | N/A | NC | PROGRAM 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 BOULEVARD | WINSTONSALEM | NC | 27157 | N/A | PC | FAMILY 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 RD | HIGH POINT | NC | 27265 | N/A | PC | TO SUPPORT THERAPEUTIC RIDING PROGRAMS FOR THOSE WITH PHYSICAL, SOCIAL, PHYSIOLOGICAL AND INTELLECTUAL DISABILITIES. | $10,000 | |
| HOSPICE OF THE PIEDMONT | ||||||||
| 1801 WESTCHESTER DRIVE | HIGH POINT | NC | 27262 | N/A | PC | EMPOWERING AND ENRICHING THE LIVES OF INDIVIDUALS AND FAMILIES IN THE COMMUNITY. | $2,000 | |
| OPEN DOOR MINISTRIES | ||||||||
| 400 N CENTENNIAL STREET | HIGH POINT | NC | 27262 | N/A | PC | PROGRAM SUPPORT | $1,200 | |
| PROSPECT UNITED METHODIST CHURCH | ||||||||
| 5553 PROSPECT STREET | HIGH POINT | NC | 27263 | N/A | NC | PROGRAM SUPPORT | $1,000 | |
| ROC SOLID FOUNDATION | ||||||||
| 5164 WEST MILITARY HIGHWAY STE 100 | CHESAPEAKE | VA | 23321 | N/A | NC | PROGRAM SUPPORT TO FUND RESEARCH INTO CANCER AND ASSIST CHILDREN DIAGNOSED WITH CANCER. | $25,000 | |
| UNITED WAY OF GREATER HIGH POINT | ||||||||
| PO BOX 90026 | CHARLOTTE | NC | 28290 | N/A | PC | DEVELOP 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 6258 | HIGH POINT | NC | 27262 | N/A | PC | TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL. | $10,000 | |
| HORSEPOWER FOUNDATION | ||||||||
| 4537 WALPOLE RD | HIGH POINT | NC | 27265 | N/A | SO III FI | TO SUPPORT THERAPEUTIC RIDING PROGRAMS FOR THOSE WITH PHYSICAL, SOCIAL, PHYSIOLOGICAL AND INTELLECTUAL DISABILITIES. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,348 | 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 | $50,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,149 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $169,518 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $169,518 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CARL F MICKEY JR | |||||||
| 1 | 6641 MENDENHALL ROAD | ARCHDALE | NC | 27263 | $263,600 | Yes (X) | Yes (X) |
| MATTHEW D SINK | |||||||
| 2 | PO BOX 2024 | HIGH POINT | NC | 27261 | $112,028 | Yes (X) | Yes (X) |
| H DEAN SINK | |||||||
| 3 | PO BOX 2024 | HIGH POINT | NC | 27261 | $111,781 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (15 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 191 SHS ALPHABET INC CAP STK CL C | $61,330 | 2025-11-26 |
| 1 | 25 SHS AMGEN INC | $8,563 | 2025-11-26 |
| 1 | 141 SHS CBOE GLOBAL MARKETS INC | $36,320 | 2025-11-26 |
| 1 | 19 SHS COSTCO WHOLESALE CORP COM | $17,172 | 2025-11-26 |
| 1 | 38 SHS CROWDSTRIKE HLDGS INC CL A | $19,228 | 2025-11-26 |
| 1 | 150 SHS EXXON MOBIL CORP COM | $17,253 | 2025-11-26 |
| 1 | 82 SHS JP MORGAN CHASE & CO.COM | $25,081 | 2025-11-26 |
| 1 | 125 SHS RTX CORPORATION | $21,629 | 2025-11-26 |
| 1 | 162 SHS TAIWAN SEMICONDUCTOR MANUF | $47,024 | 2025-11-26 |
| 2 | 35 SHS ALPHABET INC CAP STK CL C | $11,238 | 2025-11-26 |
| 2 | 259 SHS ISHARES US TECHNOLOGY ETF | $51,023 | 2025-11-26 |
| 2 | 137 SHS TAIWAN SEMICONDUCTOR MANUF | $39,767 | 2025-11-26 |
| 3 | 172 SHS ALPHABET INC CAP STK CL C | $55,229 | 2025-11-26 |
| 3 | 23 SHS IMPINJ INC COM | $3,882 | 2025-11-26 |
| 3 | 147 SHS TAIWAN SEMICONDUCTOR MANUF | $42,670 | 2025-11-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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 ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERATED HERMES TTL RETURN BOND | AT COST | $99,822 | $101,907 |
| LOCORR HEDGED CORE FUND CLASS I | AT COST | $91,480 | $91,116 |
| VICTORY PIONEER SHORT TERM INCOME FUND Y | AT COST | $55,681 | $55,753 |
| AVANTIS EMERGING MARKETS EQUITY ETF | AT COST | $27,649 | $29,422 |
| FIRST TR EXCHANGE-TRADED FD VI SMD RISING ETF | AT COST | $34,107 | $44,604 |
| ISHARES GOLD TR ISHARES NEW ISIN | AT COST | $60,239 | $80,439 |
| ISHARES CORE US AGGREGATE BOND ETF | AT COST | $89,015 | $88,793 |
| ISHARES TR 7-10 YR TRSY BD | AT COST | $38,945 | $40,195 |
| ISHARES TRUST CORE MSCI EAFE ETF | AT COST | $55,610 | $58,002 |
| ISHARES US TECHNOLOGY ETF | AT COST | $12,473 | $51,717 |
| JANUS DETROIT STR TR HENDRSON AAA CL | AT COST | $42,114 | $42,083 |
| JANUS DETROIT STR TR HENDRSON MTG | AT COST | $42,433 | $43,725 |
| VANGUARD REAL ESTATE ETF | AT COST | $19,240 | $19,114 |
| DEFENDER CAPITAL PARTNERS | AT COST | $759,376 | $883,817 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND COST BASIS OF GIFTS TRANSFERRED | Desc |
| Amt | $552,829 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON INVESTMENTS | Desc |
| Amt | $266,022 | Amt |
Comments