FULTON FAM TR UA BENJAMIN F FULTON RESTATED 2018 REV TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FULTON FAM TR UA BENJAMIN F FULTON RESTATED 2018 REV TR (EIN 88-6655486)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-19
- IRS object ID
- 202520789349100207
- Schema version
- 2024v5.0
- 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 Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-19T11:16:19-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLAN NEWSOM | PreparerPersonNm |
| PTIN | P00042873 | PTIN |
| Phone | 3367512374 | PhoneNum |
| Preparation | 2025-03-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $3,328,257 | 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 | $7,882 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,882 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,882 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $68,778 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,778 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $68,778 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $216,488 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,087,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $216,488 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $15,482 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $293,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $293,148 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $92,142 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,892 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $12,892 | CompOfcrDirTrstAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $6,600 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $18,057 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,057 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $841 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $841 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $42 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $42 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,432 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,898 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $19,534 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $228,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,932 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,898 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $19,534 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $228,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $274,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $72,608 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $405,512 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $405,512 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,781,272 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,449,151 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,922,745 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,852,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,854,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,328,257 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,999 | AccountsPayableBOYAmt |
| Other Liabilities BOY | -$302,369 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | -$299,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,269,336 | CapitalStockBOYAmt |
| Retained Earning BOY | $882,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,854,663 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,151,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,854,663 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,852,301 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,854,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,151,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,216 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,177,887 | SubtotalAmt |
| Other Decreases | $323,224 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,854,663 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS DIVIDENDS - 0481 | $26 | $26 | $26 | ||
| AEIS INC - 0481 ST | $11,534 | $1,933 | $1,933 | P | $9,601 |
| AEIS INC - 0481 LT | $23,836 | $4,339 | $4,339 | P | $19,497 |
| CAPITAL GAINS DIVIDENDS - 4344 | $14,170 | $14,170 | $14,170 | ||
| AEIS INC - 4344 ST | $102,461 | $442 | $442 | P | $102,019 |
| AEIS INC - 4344 LT | $423,824 | $121,620 | $121,620 | P | $302,204 |
| CAPITAL GAINS DIVIDENDS - 6119 | $44 | $44 | $44 | ||
| AEIS INC - 6119 ST | $94,123 | $5,726 | $5,726 | P | $88,397 |
| AEIS INC - 6119 ST | $2,068 | $117 | $117 | P | $1,951 |
| AEIS INC - 6119 LT | $55,807 | $690 | $690 | P | $55,117 |
| AEIS INC - 6119 LT | $6,211 | -$162 | -$162 | P | $6,373 |
| AEIS INC - 6119 LT | $14 | $14 | $14 | P | |
| AEIS INC - 8035 ST | $253 | -$488 | -$488 | P | $741 |
| AEIS INC - 8035 LT | $21,108 | $6,449 | $6,449 | P | $14,659 |
| CAPITAL GAINS DIVIDENDS - 8277 | $13,076 | $13,076 | $13,076 | ||
| AEIS INC - 8277 ST | $95,097 | $7,752 | $7,752 | P | $87,345 |
| AEIS INC - 8277 LT | $224,039 | $40,740 | $40,740 | P | $183,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $216,488 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15,482 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,812 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,812 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,812 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $3,812 | 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 | $12,892 | 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 | $3,031,282 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $278,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,309,644 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,309,644 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,259,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,812 | TotalTaxAmt |
| Distributable Before Adj | $159,188 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $159,188 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $159,188 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $228,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $228,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,118 | UndistributedIncomePYAmt |
| Qualifying Distributions | $228,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,118 | AppliedToYear1Amt |
| Applied To Current Year | $159,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,194 | RemainingDistriFromCorpusAmt |
| Total Corpus | $25,194 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $25,194 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $25,194 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | 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 THE PURCHASE OF TWO VANS FOR STUDENT TRANSPORT | $51,000 |
| BLUE RIDGE CONSERVATION | ||||||
| P O BOX 782 | Spruce Pine | NC | 28777 | PC | SUPPORT COMMUNITY OUTREACH | $5,000 |
| DAVIE CO HIGH SCHOOL BAND BOOSTERS | ||||||
| 180 WAR EAGLE DRIVE | Mocksville | NC | 27028 | PC | FOR INSTRUMENT PURCHASES | $10,000 |
| WINSTON-SALEM STREET SCHOOL | ||||||
| 630 W 6TH STREET | Winston Salem | NC | 27101 | PC | TO PROVIDE MEALS FOR STUDENTS | $10,000 |
| BROTHER WOLF ANIMAL RESCUE | ||||||
| P O BOX 8195 | Asheville | NC | 28814 | PC | HURRICANE RELIEF | $37,500 |
| STAR RANCH HORSE RESCUE | ||||||
| 970 RABBIT SKIN ROAD | Waynesville | NC | 28785 | PC | HURRICANE RELIEF | $30,000 |
| UNITED WAY HURRICANE HELENE RELIEF | ||||||
| 1130 KILDAIRE FARM ROAD SUITE 100 | Cary | NC | 27511 | PC | HURRICANE RELIEF | $5,000 |
| HIGH COUNTRY CAREGIVERS | ||||||
| P O BOX 3356 | Boone | NC | 28607 | PC | HURRICANE RELIEF | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $228,500 | 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 | $7,882 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,778 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $216,488 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $76,660 | ExclusionAmt |
| Related Or Exempt Function Incm | $216,488 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $293,148 | 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 ADDL 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 | $6,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,600 | 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 | $2,449,151 | BookValueAmt |
| EOYFMV | $2,922,745 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST PRINCIPAL | Desc |
| Amt | $323,224 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $42 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJ | Desc |
| BOY Book Value | -$302,369 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $18,057 | Amt |
| Net Investment Income | $18,057 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $841 | Amt |
| Net Investment Income | $841 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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