JANDY AMMONS FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JANDY AMMONS FOUNDATION INC (EIN 46-1420271)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202631349349102838
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T13:21:26-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561137607PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES A LUCAS AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14909 WESTERN BLVD STE 200AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461420271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JANDY AMMONS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJANDBusinessNameControlTxt
Phone9196151016PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 97487AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP276247487ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEANETTE F AMMONSPersonNm
Person TitlePRESIDENT / CEOPersonTitleTxt
Phone9196151016PhoneNum
Signature2026-05-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOELLEN H WILKESPreparerPersonNm
PTINP00181775PTIN
Phone9198514696PhoneNum
Preparation2026-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,171,419FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$400,120ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$12,578InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12,578InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$141,576DividendsRevAndExpnssAmt
Dividends Net Invst Incm$141,576DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$79,806GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$79,806GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$65,121NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$13,818NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$568,265GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,818CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$647,898TotalRevAndExpnssAmt
Total Net Invst Incm$247,778TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$8,460AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$8,460AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$18,257TaxesRevAndExpnssAmt
Taxes Net Invst Incm$18,257TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$14,685DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$14,685DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$88,268OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$87,516OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$752OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$129,670TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$120,458TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,212TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$576,716ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$576,716ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$706,386TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$120,458TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$585,928TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$58,488ExcessRevenueOverExpensesAmt
Net Investment Income$127,320NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$623,056CashBOYAmt
Cash EOY$96,668CashEOYAmt
Cash EOYFMV$96,668CashEOYFMVAmt
Sav And Temp Cash Invst BOY$280,251SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$351,856SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$351,856SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,808,803CorporateStockBOYAmt
Corporate Stock EOY$5,864,349CorporateStockEOYAmt
Corporate Stock EOYFMV$13,043,485CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,234,470LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$132,780LandBldgEquipAccumDeprecAmt
Land BOY$1,116,375LandBOYAmt
Land EOY$1,101,690LandEOYAmt
Land EOYFMV$1,675,410LandEOYFMVAmt
Other Assets BOY$2,669OtherAssetsBOYAmt
Other Assets EOY$4,000OtherAssetsEOYAmt
Other Assets EOYFMV$4,000OtherAssetsEOYFMVAmt
Total Assets BOY$7,831,154TotalAssetsBOYAmt
Total Assets EOY$7,418,563TotalAssetsEOYAmt
Total Assets EOYFMV$15,171,419TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$7,831,154CapitalStockBOYAmt
Capital Stock EOY$7,418,563CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$7,831,154TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,418,563TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,831,154TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,418,563TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,831,154TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$58,488ExcessRevenueOverExpensesAmt
Subtotal$7,772,666SubtotalAmt
Other Decreases$354,103OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,418,563TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TRUIST INVESTMENTS 5600P$107,164$139,695-$32,531-$32,531
TRUIST INVESTMENTS 5600D$461,101$414,752$46,349$46,349
FieldValueIRS element (for citing)
Capital Gain Net Income$13,818CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,770InvestmentIncomeExciseTaxAmt
Subtotal$1,770SubtotalAmt
Tax Based On Investment Income$1,770TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$27EsPenaltyAmt
Overpayment$2,203OverpaymentAmt
Applied To ES Tax$2,203AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.THEJANDYAMMONSFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JAMES A LUCAS AND COMPANY LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9198514696PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14909 WESTERN BOULEVARD SUITE 200AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREW L AMMONS
PO BOX 97487RALEIGHNC276247487SECRETARY/TR000.00$0$0$0
JEANETTE F AMMONS
PO BOX 97487RALEIGHNC276247487PRESIDENT /000.00$0$0$0
ANDREW W AMMONS
PO BOX 97487RALEIGHNC276247487BOARD MEMBER000.00$0$0$0
JESSIE RUMBLEY
PO BOX 97487RALEIGHNC276247487EXECUTIVE DI000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,640,145AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$421,458AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,675,410FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,737,013TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$13,737,013AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$206,055CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,530,958NetVlNoncharitableAssetsAmt
Minimum Investment Return$676,548MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$676,548MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,770TaxBasedOnInvestmentIncomeAmt
Total Tax$1,770TotalTaxAmt
Distributable Before Adj$674,778DistributableBeforeAdjAmt
Distributable Before Ded$674,778DistributableBeforeDedAmt
Distributable As Adjusted$674,778DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$585,928ExpensesAndContributionsAmt
Qualifying Distributions$585,928QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$674,778DistributableAsAdjustedAmt
Undistributed Income PY$557,048UndistributedIncomePYAmt
Qualifying Distributions$585,928QualifyingDistributionsAmt
Applied To Year1$557,048AppliedToYear1Amt
Applied To Current Year$28,880AppliedToCurrentYearAmt
Undistributed Income CY$645,898UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJESSIE RUMBLEYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 97487AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP276247487ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9198102444RecipientPhoneNum
Recipient Email AddressJESSIE@THEJANDYAMMONSFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsPLEASE SEE FOUNDATION'S WEBSITE FOR APPLICATION FORMAT AND REQUIRED CONTENTSFormAndInfoAndMaterialsTxt
Submission DeadlinesLETTERS OF INQUIRY MUST BE RECEIVED BY THE FOUNDATION ON OR BEFORE FEBRUARY 13TH. LETTERS OF INVITATSubmissionDeadlinesTxt
Restrictions On AwardsNONE APPLYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTIVATE GOOD
1053 E WHITAKER MILL ROADRALEIGHNC27604NONEPCART IN PUBLIC SCHOOLS$19,500
A PLACE AT THE TABLE
300 W HARGETT STREET 50RALEIGHNC27601NONEPCSUPPORT VEHICLE FOR FOOD TRUCK$32,000
CAPE FEAR RIVER WATCH
617 SURRY STWILMINGTONNC28401NONEPCAQUATIC LITTER REDUCTION DEVICES$12,216
FRIENDS OF MOUNTAINS TO SEA TRAIL
3509 HAWORTH DR STE 210RALEIGHNC27609NONEPCTRAIL IMPROVEMENTS IN ROSEBORO$25,000
FRIENDS OF JOCKEYS RIDGE
300 CAROLISTA DRNAGS HEADNC27959NONEPCEDUCATION SIGNS ON NEW BOARWALK$35,000
MUSEUM OF LIFE AND SCIENCE
433 W MURRAY AVEDURHAMNC27704NONEPCCLIMATE AND SUSTAINABILITY PLAZA$50,000
MUSEUM OF COASTAL CAROLINA
21 E 2ND STOCEAN ISLE BEACHNC28469NONEPCACCESSIBLITY IMPROVEMENTS$25,000
NATURE CONSERVANCY NC
320 BLACKWELL ST STE 200DURHAMNC27701NONEPCTRAIL REPAIR &UPDATES AT NH WOODS$25,000
RALEIGH AREA LAND TRUST
PO BOX 28363RALEIGHNC27611NONEPCCOURTYARD ART AT AFFORDABLE HOUSING$20,000
RALEIGH LITTLE THEATER
301 POGUE STREETRALEIGHNC27607NONEPCEDUCATION SPACE UPFITS$35,000
SMALL SCHOOL
509 N BOUNDARY STRALEIGHNC27604NONEPCBIKE REPAIR SPACE & COMMUNITY HUB$28,000
TAMMY LYNN CENTER LTC
739 CHAPPELL DRRALEIGHNC27606NONEPCINTERMEDIATE CARE FACILITY$50,000
WAKE FOREST BOYS AND GIRLS CLUB
325 WINGATE STWAKE FORESTNC27587NONEPCGYM FLOOR RENOVATION$75,000
YMCA CAMP KANATA
13524 CAMP KANATA RDWAKE FORESTNC27587NONEPC2 NEW CABINS$50,000
NC ZOO
4403 ZOO PARKWAYASHEBORONC27205NONEPCART INSTALLATION IN ASIA EXHIBIT$40,000
NORTH CAROLINA MUSEUM OF ART FOUND
2110 BLUE RIDGE RDRALEIGHNC27607NONEPCINVASIVE SPECIES MANAGEMENT$30,000
DIX PARK CONSERVANCY
PO BOX 28575RALEIGHNC27611NONEPCVISITOR CENTER DISPLAY$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$576,716TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NORTH CAROLINA WILDLIFE FEDERATION
1346 ST JULIEN STCHARLOTTENC28205NONEPCPRAIRIE RESTORATION AT YATES MILL PK$34,500
NC BOTANICAL GARDEN FOUNDATION
CAMPUS BOX 3375CHAPEL HILLNC275993375NONEPCOUTDOOR CLASSROOM STRUCTURE$60,000
NC COASTAL FEDERATION
3609 NC 24NEWPORTNC28570NONEPCDISPLAYS AT CTR FOR COASTAL PROTECT$30,000
DIX PARK CONSERVANCY
PO BOX 28575RALEIGHNC27611NONEPCINFORMATIONAL SIGNAGE FOR TROLL FAMI$50,000
SEAWELL ELEMENTARY SCHOOL PTA
9115 SEAWELL SCHOOL ROADCHAPEL HILLNC27516NONEPCGARDEN SHED$1,000
BURNING COAL THEATRE COMPANY
224 POLK STREETRALEIGHNC27604NONEPCCYCLORAMA IN THEATRE$50,000
CATAWBA LAND CONSERVANCY
2400 PARK ROAD SUITE 1CHARLOTTENC28203NONEPCART AND SIGNAGE AT SPENCER MOUNTAIN$50,000
CORRAL RIDING ACADEMY
3620 KILDAIRE FARM ROADCARYNC27518NONEPCHORSE SHELTERS AND SIGNAGE$25,000
ELKIN VALLEY TRAILS ASSOCIATION
PO BOX 91ELKINNC28621NONEPCTRAILS-ELKIN CREEK HEADWATER$50,000
NC COASTAL LAND TRUST
3 PINE VALLEY DRIVEWILMINGTONNC28412NONEPCTRAIL BOARDWALK AT SANDFIELD PRESERV$36,000
NC MUSEUM OF ART FOUNDATION
2110 BLUE RIDGE ROADRALEIGHNC27607NONEPCMUSEUM PARK BIOSWALE ENHANCEMENT$30,000
POE CENTER FOR HEALTH EDUCATION
224 SUNNYBROOK RDRALEIGHNC27610NONEPCTRAFFIC SAFETY COURSE$27,000
RALEIGH CITY FARM
800 N BLOUNT STREETRALEIGHNC27604NONEPCFARM-WIDE INFRASTRUCTURE$35,000
PITSTOP FOR THE BIRDS
621 KIRBY STREETRALEIGHNC27606NONEPC"ADOPT A PITSTOP" AT WALNUT CREEK$20,000
SHOPSPACE
1505 CAPITAL BLVD 18RALEIGHNC27603NONEPCTOOLS$10,000
TRANSITIONS LIFE CARE
250 HOSPICE CIRCLERALEIGHNC27607NONEPCCHILDREN'S PLAYGROUND$50,000
WAKEED PARTNERSHIP
1816 CAPITAL BLVDRALEIGHNC27604NONEPCTOOLS4SCHOOL INFRASTRUCTURE IMPROVEM$50,000
WITH LOVE FROM JESUS
421 CHAPANOKE ROADRALEIGHNC27603NONEPCFOOD PANTRY LOADING DOCK UPGRADES$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$633,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,578ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$141,576ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$65,121ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,818RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$219,275ExclusionAmt
Related Or Exempt Function Incm$13,818RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$233,093TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJEANETTE ANDREW AMMONSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18404 SOCIETY PLACEAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27615ZIPCd
FieldValueIRS element (for citing)
Total Contributions$400,120TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1400 SHS ALPHABET INC CAP STK$124,9312025-12-23
160 SHS AMAZON$13,8272025-12-23
1114 SHS MCKESSON CORP$93,1212025-12-23
1172 SHS MICROSOFT$83,6422025-12-23
1460 SHS NVIDIA$84,5992025-12-23

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PREPARATION OF THE$8,460$8,460
ANNUAL FORM 990-PF

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING - DOLLAR GENERAL PROPERTY2016-12-09$572,730$118,095S/L39.0000$14,685$14,685
LAND - DOLLAR GENERAL PROPERTY2016-12-09$661,740

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$5,864,349EOYBookValueAmt
EOYFMV$13,043,485EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUILDING$572,730$132,780$439,950$1,070,100
LAND$661,740$661,740$605,310

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PREPAID TAXES$2,669$4,000$4,000
DIVIDENDS RECEIVABLE

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFMV VS COST OF CONTRIBUTED STOCKDesc
Amt$354,103Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
PROMOTIONS / MARKETING$752$752
FOREIGN TAX EXPENSE$1,489$1,489
INVESTMENT ACCOUNT FEES$85,349$85,349
INSURANCE EXPENSE$678$678

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAX ON INVESTMENT INCOME$18,254$18,254
PROPERTY TAX$3$3

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.