FULTON FAM TR UA BENJAMIN F FULTON RESTATED 2018 REV TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FULTON FAM TR UA BENJAMIN F FULTON RESTATED 2018 REV TR (EIN 88-6655486)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-02
- IRS object ID
- 202630929349100603
- Schema version
- 2025v4.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-02T06:13:50-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 921183171 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ledford Newsom PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 605 | AddressLine1Txt |
| City | Mocksville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 270280605 | 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 | 886655486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULTON FAMILY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JAMES E GRIFFEY | InCareOfNm |
| Business Name Control | FULT | BusinessNameControlTxt |
| Phone | 3365752938 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 RAINBOW DRIVE | AddressLine1Txt |
| City | ADVANCE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E GRIFFEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3365752938 | PhoneNum |
| Signature | 2026-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLAN NEWSOM | PreparerPersonNm |
| PTIN | P00042873 | PTIN |
| Phone | 3367512374 | PhoneNum |
| Preparation | 2026-04-02 | PreparationDt |
| 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 | $3,480,883 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $845 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $845 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $845 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $74,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,963 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $74,963 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $575,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,806,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $575,214 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,411 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $651,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $651,022 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $78,219 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,483 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $13,483 | CompOfcrDirTrstAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $2,000 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $11,587 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,587 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,755 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $943 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $31,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,483 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $179,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,483 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $471,197 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $638,492 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,736 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $405,512 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,265 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,265 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,449,151 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,222,435 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,403,618 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,854,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,299,700 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,480,883 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,854,663 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,299,700 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,854,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,299,700 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,854,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,299,700 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,854,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $471,197 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,325,860 | SubtotalAmt |
| Other Decreases | $26,160 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,299,700 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS DIVIDENDS - AMER 0718 | $14,641 | $14,641 | $14,641 | ||
| AMERIPRISE - 0718 ST | $101,521 | $736 | $736 | P | $100,785 |
| CAPITAL GAINS DIVIDENDS - 0481 | $24 | $24 | $24 | ||
| AEIS INC - 0481 LT | $23 | $3 | $3 | P | $20 |
| CAPITAL GAINS DIVIDENDS - 4344 | $4,473 | $4,473 | $4,473 | ||
| AEIS INC - 4344 ST | $465 | -$79 | -$79 | P | $544 |
| AEIS INC - 4344 LT | $94,958 | -$4,958 | -$4,958 | P | $99,916 |
| CAPITAL GAINS DIVIDENDS - 6119 | $28 | $28 | $28 | ||
| AEIS INC - 6119 LT | $274,931 | $8,658 | $8,658 | P | $266,273 |
| AEIS INC - 6119 LT | $4,072 | $11 | $11 | P | $4,061 |
| AEIS INC - 6119 LT | $146 | $146 | $146 | P | |
| AEIS INC - 3161 ST | $1,940 | $330 | $330 | P | $1,610 |
| AEIS INC - 3161 LT | $770,186 | $240,022 | $240,022 | P | $530,164 |
| CAPITAL GAINS DIVIDENDS - 8277 | $5,036 | $5,036 | $5,036 | ||
| AEIS INC - 8277 ST | $42,239 | $1,424 | $1,424 | P | $40,815 |
| AEIS INC - 8277 LT | $1,491,804 | $304,719 | $304,719 | P | $1,187,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $575,214 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,411 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,875 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,875 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,875 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $8,875 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | JAMES E GRIFFEY | IndividualWithBooksNm |
| Phone | 3365752938 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 RAINBOW DRIVE | AddressLine1Txt |
| City | ADVANCE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E GRIFFEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 828 RAINBOW DRIVE | AddressLine1Txt |
| City | ADVANCE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $13,483 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
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 | $2,994,617 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $403,525 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,398,142 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,398,142 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,347,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,875 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,875 | TotalTaxAmt |
| Distributable Before Adj | $158,484 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $158,484 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $158,484 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $148,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,484 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $25,194 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $148,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $10,484 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,484 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,710 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $14,710 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,710 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASU FOUNDATION-FULTON FAMILY SCHOLA | ||||||
| 150 UNIVERSITY DRIVE | BOONE | NC | 28608 | PC | ACADEMIC SCHOLARSHIP | $25,000 |
| UNCG EXCELLENCE FDN-ETHEL C FULTON | ||||||
| P O BOX 26170 | GREENSBORO | NC | 27402 | PC | ACADEMIC SCHOLARSHIP | $25,000 |
| WATAUGA HUMANE SOCIETY | ||||||
| 312 PAWS WAY | BOONE | NC | 28607 | PC | TO PROVIDE FOR THE CARE OF ANIMALS IN WATAUGA CO | $15,000 |
| TWO RIVERS COMMUNITY SCHOOL | ||||||
| 1018 ARCHIE CARROLL ROAD | BOONE | NC | 28607 | PC | FOR SCHOOL SUPPLIES AND MATERIALS | $5,000 |
| BLUE RIDGE CONSERVATION | ||||||
| P O BOX 782 | SPRUCE PINE | NC | 28777 | PC | SUPPORT COMMUNITY OUTREACH | $5,000 |
| WINSTON-SALEM STREET SCHOOL | ||||||
| 630 W 6TH STREET | WINSTON SALEM | NC | 27101 | PC | TO PROVIDE MEALS FOR STUDENTS | $10,000 |
| HOSPITALITY HOUSE OF NORTHWEST NC | ||||||
| P O BOX 309 | BOONE | NC | 28607 | PC | PROVIDE HOUSING AND CRISIS ASSISTANCE | $10,000 |
| HAND ME DOWN DOBES | ||||||
| P O BOX 12325 | Columbus | OH | 43212 | PC | DOG RESCUE SUPPORT | $3,000 |
| WATAUGA HIGH SCHOOL | ||||||
| 300 GO PIONEERS DRIVE | Boone | NC | 28607 | PC | SUPPORT OF ATHLETICS DEPARTMENT | $5,000 |
| THE HUNGER AND HEALTH COALITION INC | ||||||
| 141 HEALTH CENTER DRIVE SUITE C | BOONE | NC | 28607 | PC | DELIVER HEALTHCARE TO VULNERABLE POPULATION IN | $20,000 |
| OUR DAILY BREAD FOOD PANTRY | ||||||
| 183 FORK-BIXBY ROAD | ADVANCE | NC | 27006 | PC | FOOD INSECURITY SUPPORT | $10,000 |
| RED FEATHER EQUINE SANCTUARY | ||||||
| 5662 OLD RURAL HALL ROAD | WINSTON SALEM | NC | 27105 | PC | FOODMEDICAL SUPPORT FOR MEDICALLY FRAGILE HORSES | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $845 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $75,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,808 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | PROVIDE ADD'L RESOURCES WHICH CAN BE DISTRIBUTED TO CHARITY. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AMERIPRISE FINANCIAL INVESTMENT ACC | CategoryOrItemTxt |
| Book Value | $3,222,435 | BookValueAmt |
| EOYFMV | $3,403,618 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST PRINCIPAL | Desc |
| Amt | $26,160 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $11,587 | Amt |
| Net Investment Income | $11,587 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $3,812 | $0 | $0 | $0 |
| FOREIGN TAX | $943 | $943 | $0 | $0 |
Comments