HUDSON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON FOUNDATION (EIN 22-6932710)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202601219349100605
- Schema version
- 2025v4.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T08:04:31-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH ROAD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | 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 | 226932710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUDSON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O FRANKLIN STREET TRUST COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDS | BusinessNameControlTxt |
| Phone | 9194892600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 RALEIGH ROAD 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATE BACON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9194892600 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH MAUCH | PreparerPersonNm |
| PTIN | P01988953 | PTIN |
| Phone | 9199428700 | 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 | $11,434,829 | 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 |
| Dividends Rev And Expnss | $277,267 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $277,267 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $220 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $220 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $254,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,487 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,417 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,417 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,681 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $894 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,840 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,143 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $894 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $529,017 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $529,017 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $560,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $529,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$306,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $252,246 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $219,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,232 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,232 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,137,873 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,931,719 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,378,444 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $142,378 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $145,696 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $149,136 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,430,246 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,363,373 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,724,017 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,930,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,624,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,434,829 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,930,100 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,624,020 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,930,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,624,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,930,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,624,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,930,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$306,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,624,020 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,624,020 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 40,000 CHARLES SCHWAB 4% | 2022-02-03 | 2025-01-30 | $38,975 | $39,465 | -$490 | -$490 | |
| 50,000 WELLS FARGO 3.9% | 2023-02-16 | 2025-05-22 | $49,200 | $44,625 | $4,575 | $4,575 | |
| .5 SHS SOLSTICE ADVANCE MATERIALS | 2000-08-23 | 2025-11-07 | $24 | $3 | $21 | $21 | |
| 25,000 CITIGROUP INC SUB FIX-VAR | 2022-02-03 | 2025-12-10 | $25,000 | $24,728 | $272 | $272 | |
| 525 SHS BRISTOLMYERS SQUIBB | 2022-11-23 | 2025-12-15 | $28,161 | $41,431 | -$13,270 | -$13,270 | |
| 525 SHS BRISTOLMYERS SQUIBB | 2017-11-21 | 2025-12-15 | $28,161 | $23,688 | $4,473 | $4,473 | |
| 333 SHS DOW INC | 2005-06-30 | 2025-12-15 | $7,862 | $14,641 | -$6,779 | -$6,779 | |
| 1069 SHS DOW INC | 2006-03-02 | 2025-12-15 | $25,239 | $31,618 | -$6,379 | -$6,379 | |
| 333 SHS DOW INC | 2000-08-23 | 2025-12-15 | $7,862 | $8,820 | -$958 | -$958 | |
| 150 SHS DOW INC | 2017-11-21 | 2025-12-15 | $3,541 | $8,270 | -$4,729 | -$4,729 | |
| 105 SHS FORTREA HLDGS INC | 2017-11-21 | 2025-12-15 | $1,667 | $6,494 | -$4,827 | -$4,827 | |
| 740 SHS NIKE | 2017-11-21 | 2025-12-15 | $49,684 | $53,835 | -$4,151 | -$4,151 | |
| 1971 SHS ANNALY CAPITAL MANAGEMENT | 2013-11-18 | 2025-12-15 | $43,559 | $71,902 | -$28,343 | -$28,343 | |
| 235.75 SHS SOLSTICE ADVANCED MATERIALS | 2000-08-23 | 2025-12-15 | $11,752 | $2,047 | $9,705 | $9,705 | |
| 250 SHS SOLSTICE ADVANCED MATERIALS | 2003-12-08 | 2025-12-15 | $12,463 | $1,701 | $10,762 | $10,762 | |
| 111.25 SHS SOLSTICE ADVANCED MATERIALS | 2017-11-21 | 2025-12-30 | $5,546 | $5,546 | $5,546 | ||
| CAPITAL GAINS DIVIDENDS | $11,854 | $11,854 | $11,854 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,718 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,506 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,520 | 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 | $4,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,014 | OverpaymentAmt |
| Applied To ES Tax | $1,014 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY MCGILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9194892600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 RALEIGH ROAD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| FRANKLIN STREET TRUST | ||||||||
| 1450 RALEIGH RD 300 | CHAPEL HILL | NC | 27517 | TRUSTEE | 2.00 | $21,417 | $0 | $0 |
| DOUG GUTHE | ||||||||
| 1450 RALEIGH RD 300 | CHAPEL HILL | NC | 27517 | TRUSTEE | 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 | $10,775,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $158,729 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,934,660 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,934,660 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,770,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $538,532 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $538,532 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,506 | TotalTaxAmt |
| Distributable Before Adj | $535,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $535,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $535,026 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $529,911 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $529,911 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $535,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,683 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $3,052 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,735 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $529,911 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $529,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,115 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,115 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,620 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,620 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,620 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 303294251 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $2,000 | |
| AMERICAN RED CROSS OF EASTERN NC | ||||||||
| 100 N PEARTREE LANE | RALEIGH | NC | 27610 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $10,000 | |
| CHATHAM HABITAT FOR HUMANITY | ||||||||
| PO BOX 883 | PITTSBORO | NC | 27312 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $70,000 | |
| CHRISTMAS HOUSE | ||||||||
| PO BOX 3543 | CHAPEL HILL | NC | 27515 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $2,000 | |
| DELOITTE FOUNDATION | ||||||||
| TEN WESTPORT ROAD PO BOX 820 | WILTON | CT | 068970820 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 | |
| DURHAM RESCUE MISSION | ||||||||
| PO BOX 11368 | DURHAM | NC | 277030368 | NONE | SO I | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $10,000 | |
| FOOD BANK OF EASTERN NC | ||||||||
| 1924 CAPITAL BOULEVARD | RALEIGH | NC | 27604 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $10,000 | |
| GOOD SHEPHERD CENTER | ||||||||
| 811 MARTIN ST | WILMINGTON | NC | 28401 | NONE | I | TO PROVIDE SCHOLARSHIP TO FURTHER EDUCATION. | $10,000 | |
| AVA D ACTON - RECIPIENT OF HUDSON F | ||||||||
| UNIVERSITY OF NC NAVAL ARMORY | CHAPEL HILL | NC | 275993325 | NONE | I | TO PROVIDE SCHOLARSHIP TO FURTHER EDUCATION. | $5,000 | 031A/CB 3325 |
| KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION | ||||||||
| UNC-CH CAMPUS BOX 3490 MCCOLL | CHAPEL HILL | NC | 275993490 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $278,017 | BUILDING |
| MADISON A STEWART - RECIPIENT OF HU | ||||||||
| UNIVERSITY OF NC NAVAL ARMORY | CHAPEL HILL | NC | 275993325 | NONE | I | TO PROVIDE SCHOLARSHIP TO FURTHER EDUCATION. | $5,000 | 031A/CB 3325 |
| MANASSAS BAPTIST CHURCH | ||||||||
| 8800 SUDLEY SERVICE RD | MANASSAS | VA | 20110 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 | |
| NC DISASTER RELIEF FUND | ||||||||
| C/O UNITED WAY 1130 KILDAIRE FARM | CARY | NC | 27511 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $25,000 | RD STE 100 |
| THE SALVATION ARMY | ||||||||
| PO BOX 1330 | DURHAM | NC | 277021330 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $10,000 | |
| UNC LINEBERGER COMPREHENSIVE CANCER CENTER | ||||||||
| SCHOOL OF MEDICINE UNC-CH CAMPUS | CHAPEL HILL | NC | 275997295 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $10,000 | BOX 7295 |
| UNC SCHOOL OF SOCIAL WORK | ||||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | TINY HOMES PROJECT | $30,000 | |
| UNITED WAY OF CHATHAM COUNTY | ||||||||
| PO BOX 1066 | PITTSBORO | NC | 27312 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $20,000 | |
| UNITED WAY OF MARTIN COUNTY | ||||||||
| 10 SE CENTRAL PARKWAY SUITE 101 | STUART | FL | 34994 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $20,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $529,017 | 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 | $277,267 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $254,769 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $254,769 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,575 | Amt |
| Net Investment Income | $2,681 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $894 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $145,696 | EOYBookValueAmt |
| EOYFMV | $149,136 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK EQUITIES | StockNm |
| EOY Book Value | $2,931,719 | EOYBookValueAmt |
| EOYFMV | $9,378,444 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY MUTUAL FUNDS | AT COST | $286,298 | $620,728 |
| FIXED INCOME | AT COST | $644,727 | $594,721 |
| FIXED INCOME MUTUAL FUNDS | AT COST | $381,619 | $413,096 |
| INFLATION HEDGED ASSETS - REITS | AT COST | $50,729 | $95,472 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INVESTMTENT INCOME | Desc |
| Revenue And Expenses Per Books | $220 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $220 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $220 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,143 | $1,143 | $0 |
| EXCISE TAXES | $5,697 | $0 | $0 |
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