STRICKLAND FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STRICKLAND FAMILY FOUNDATION (EIN 56-1900147)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-06-15
- IRS object ID
- 202621669349100472
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-15T15:39:12-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGTMS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5970 FAIRVIEW ROAD SUITE 705 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561900147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRICKLAND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CYNTHIA A S GRAHAM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CYNTHIA S GRAHAM | InCareOfNm |
| Business Name Control | STRI | BusinessNameControlTxt |
| Phone | 3367231026 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 W 1ST ST Suite STE 604 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CYNTHIA S GRAHAM | PersonNm |
| Person Title | EXEC DIR & SEC | PersonTitleTxt |
| Phone | 3367231026 | PhoneNum |
| Signature | 2026-06-15 | 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 | Craig DeLucia | PreparerPersonNm |
| PTIN | P00738885 | PTIN |
| Phone | 7049548813 | PhoneNum |
| Preparation | 2026-06-15 | 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 | $78,759,003 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $172,530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $172,530 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $985,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $985,956 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,206,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,934,335 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,206,066 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,364,552 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,364,552 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,216 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,216 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,602 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,948 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,654 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $197,201 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $197,201 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,794 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,647 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,647 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,564 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,564 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $320,377 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $260,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,801 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,204,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,204,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,524,907 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $260,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,254,331 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,355 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,104,476 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,091,383 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,059,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,059,588 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,605,812 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,188,423 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,124,678 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $35,048,288 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,169,918 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,104,945 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,723,024 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,832,205 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,763,409 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $3,318,911 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,318,911 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,706,383 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,787,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,569,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,759,003 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $50,787,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,569,045 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,787,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,569,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,787,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,569,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,787,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,355 | ExcessRevenueOverExpensesAmt |
| Subtotal | $50,627,063 | SubtotalAmt |
| Other Decreases | $58,018 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,569,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB 4059 | P | $1,137,638 | $737,328 | $400,310 | $400,310 |
| SCHWAB 3248 | P | $5,796,697 | $4,990,941 | $805,756 | $805,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,206,066 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,252 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,252 | SubtotalAmt |
| Tax Based On Investment Income | $29,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,490 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $44,490 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,224 | EsPenaltyAmt |
| Overpayment | $14,014 | OverpaymentAmt |
| Applied To ES Tax | $14,014 | AppliedToESTaxAmt |
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 | Yes (true) | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CYNTHIA S GRAHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367231026 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 W 1ST ST SUITE 604 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CYNTHIA S GRAHAM | |||||||||
| 175 WARWICK GREEN | WINSTON SALEM | NC | 27104 | EXEC DIR & SEC | 30.0 | $85,000 | $0 | $0 | |
| ROBERT EM STRICKLAND | |||||||||
| 10680 ENCINO DRIVE | OAK VIEW | CA | 93022 | PRESIDENT | 1.0 | $0 | $0 | $0 | |
| CRAIG DELUCIA | |||||||||
| 5970 Fairview Road | Charlotte | NC | 28210 | DIRECTOR | 5.0 | $0 | $0 | $0 | Suite 705 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $65,832,440 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,818,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,615,241 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,266,594 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $76,266,594 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,143,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,122,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,756,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,756,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,252 | TotalTaxAmt |
| Distributable Before Adj | $3,726,878 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,726,878 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,726,878 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,254,331 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,254,331 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,726,878 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,232,236 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Qualifying Distributions | $2,254,331 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,232,236 | AppliedToYear1Amt |
| Applied To Current Year | $22,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $3,704,783 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CYNTHIA S GRAHAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 W 1ST ST STE 604 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3367231026 | RecipientPhoneNum |
| Recipient Email Address | NONE | RecipientEmailAddressTxt |
| Form And Info And Materials | UNSPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | UNSPECIFIED | SubmissionDeadlinesTxt |
| Restrictions On Awards | UNSPECIFIED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||||
| 4600 PARK ROAD | SUITE 250 | CHARLOTTE | NC | 28209 | N/A | PC | GENERAL SUPPORT | $2,000 |
| AMERICAN RED CROSS | ||||||||
| PO BOX 21487 | GREENSBORO | NC | 27420 | N/A | PC | GENERAL SUPPORT | $27,500 | |
| ANIMAL ADOPTION AND RESCUE FOUNDATION | ||||||||
| 302 THURSTON STREET | WINSTON SALEM | NC | 27103 | N/A | PC | GENERAL SUPPORT | $12,000 | |
| ARBOR ACRES | ||||||||
| 1240 ARBOR ROAD | WINSTON SALEM | NC | 27104 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| THE ARTS COUNCIL | ||||||||
| 251 NORTH SPRUCE STREET | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ASPCA | ||||||||
| PO BOX 96929 | WASHINGTON DC | DC | 20090 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ATRIUM HEALTH WAKE FOREST BAPTIST | ||||||||
| PO BOX 571021 | WINSTON SALEM | NC | 27157 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| BBB WISE GIVING ALLIANCE | ||||||||
| PO BOX 1753 | MERRIFIELD | VA | 22116 | N/A | PC | GENERAL SUPPORT | $500 | |
| BETHESDA CENTER FOR THE HOMELESS | ||||||||
| 930 NORTH PATTERSON AVE | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| BIG BROTHERS-BIG SISTERS OF FORSYTH COUNTY | ||||||||
| PO BOX 21646 | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| BOOKMARKS | ||||||||
| 634 WEST FOURTH STREET | 110 | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $2,500 |
| BUXTON UNITED METHODIST CHURCH | ||||||||
| PO BOX 672 | BUXTON | NC | 27920 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| CAL FIRE BENEVOLENT FOUNDATION | ||||||||
| 1731 J STREET | SUITE 100 | SACRAMENTO | CA | 95811 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CALIFORNIA STATE PARKS FOUNDATION | ||||||||
| 33 NEW MONTGOMERY ST | STE 520 | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL SUPPORT | $3,500 |
| CANCER SERVICES INC | ||||||||
| 3175 MAPLEWOOD AVE | WINSTON SALEM | NC | 27103 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| CAROLINA POODLE RESCUE | ||||||||
| 6705 UNION HIGHWAY | PACOLET | CA | 29372 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE CATHERINE FUND | ||||||||
| PO BOX 4547 | WEST HILLS | CA | 91308 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| CATHERINE H BARBER MEMORIAL SHELTER | ||||||||
| PO BOX 52 | NORTH WILKESBORO | NC | 28659 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CENTENARY UNITED METHODIST CHURCH | ||||||||
| PO BOX 658 | WINSTON SALEM | NC | 27102 | N/A | PC | GENERAL SUPPORT | $5,250 | |
| CENTER FOR A CREATIVE ECONOMY | ||||||||
| 500 WEST 5TH ST | STE 800 PMB 12 | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $50,000 |
| THE CENTERS FOR EXCEPTIONAL CHILDREN | ||||||||
| 2315 COLISEUM DRIVE | WINSTON SALEM | NC | 27106 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| CHILDREN'S HOPE ALLIANCE | ||||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| CHILDREN'S LAW CENTER | ||||||||
| 102 WEST 3RD ST | SUITE 470 | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $15,000 |
| CG HILL PARK | ||||||||
| 201 NORTH CHESTNUT STREET | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $250 | |
| CITY OF BURBANK FIRE DEPARTMENT | ||||||||
| 311 EAST ORANGE GROVE AVENUE | BURBANK | CA | 91502 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| CITY WITH DWELLINGS | ||||||||
| PO BOX 20061 | WINSTON SALEM | NC | 27120 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| COMMUNITY CARE CENTER | ||||||||
| 2135 NEW WALKERTOWN ROAD | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| COMMUNITY COUNSELING & EDUCATION CTR | ||||||||
| 923 OLIVE STREET | SUITE 1 | SANTA BARBARA | CA | 93101 | N/A | PC | GENERAL SUPPORT | $5,000 |
| COMMUNITY FOUNDATION OF WESTERN NC | ||||||||
| 4 VANDERBILT PARK DRIVE | STE 300 | ASHEVILLE | NC | 28803 | N/A | PC | GENERAL SUPPORT | $10,000 |
| CRISIS CONTROL MINISTRIES | ||||||||
| 200 E TENTH STREET | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CROSSNORE COMMUNITIES FOR CHILDREN | ||||||||
| 1001 REYNOLDA ROAD | WINSTON SALEM | NC | 27104 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| DARE CO ASSOCIATION OF FIRE OFFICERS | ||||||||
| PO BOX 535 | NAGS HEAD | NC | 27959 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| EASTER SEALS | ||||||||
| 5171 GLENWOOD AVE | STE 211 | RALEIGH | NC | 27690 | N/A | PC | GENERAL SUPPORT | $750 |
| EBENEZER GARDENS CHRISTIAN CHILDRENS HOME | ||||||||
| PO BOX 1434 | NORTH WILKESBORO | NE | 28659 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| EMORY UNIVERSITY | ||||||||
| 1762 CLIFTON ROAD | SUITE 1400 | ATLANTA | GA | 30322 | N/A | PC | GENERAL SUPPORT | $2,000 |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON DC | DC | 20036 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FAMILY SERVICES INC | ||||||||
| 1200 SOUTH BROAD STREET | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT, DOMESTIC VIOLENCE SHELTER | $255,000 | |
| FEED THE CHILDREN | ||||||||
| PO BOX 36 | OKLAHOMA CITY | OK | 73101 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| FORSYTH HUMANE SOCIETY | ||||||||
| 4881 COUNTRY CLUB ROAD | WINSTON SALEM | NC | 27104 | N/A | PC | GENERAL SUPPORT | $103,500 | |
| FORSYTH MEDICAL CENTER | ||||||||
| 1701 SOUTH HAWTHORNE ROAD | WINSTON SALEM | NE | 27103 | N/A | PC | GENERAL SUPPORT | $250 | |
| FORSYTH TECH FOUNDATION | ||||||||
| 2100 SILAS CREEK PARKWAY | WINSTON SALEM | NC | 27103 | N/A | PC | GENERAL SUPPORT | $7,000 | |
| FORTY STAGE COMPANY | ||||||||
| PO BOX 17174 | WINSTON SALEM | NC | 27116 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FOURTH PRESBYTERIAN CHURCH | ||||||||
| 703 EAST WASHINGTON STREET | GREENVILLE | SC | 29651 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FRINGE BENEFITS ALLIANCE | ||||||||
| PO BOX 39494 | LOS ANGELES | CA | 90039 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FUR-EVER FRIENDS OF NC | ||||||||
| PO BOX 15742 | WINSTON SALEM | NC | 27113 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| GRAM RESCUE RANCH | ||||||||
| 380H KNOLLWOOD ST | SUITE 406 | WINSTON SALEM | NC | 27103 | N/A | PC | GENERAL SUPPORT | $2,000 |
| HATTERAS ISLAND RESCUE SQUAD | ||||||||
| PO BOX 639 | BUXTON | NC | 27920 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| HATTERAS ISLAND WILDLIFE REHABILITATION | ||||||||
| PO BOX 216 | FRISCO | NC | 27936 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| HEAL THE BAY | ||||||||
| 1444 NINTH STREET | SANTA MONICA | CA | 90401 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| HIGH POINT UNIVERSITY | ||||||||
| ONE UNIVERSITY PARKWAY | DRAWER 29 | HIGH POINT | NC | 27268 | N/A | PC | GENERAL SUPPORT | $184,500 |
| HOPE OF WINSTON SALEM INC | ||||||||
| 355 NW CRAWFORD PLACE | WINSTON SALEM | NC | 27105 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| PO BOX 97015 | WASHINGTON | DC | 20077 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| HUMANE SOCIETY OF VENTURA COUNTY | ||||||||
| 402 BRYANT ST | RIVERSIDE | CA | 93023 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| JOEL OSTEEN MINISTRIES | ||||||||
| PO BOX 4271 | HOUSTON | TX | 77210 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| JUNIOR ACHIEVEMENT | ||||||||
| 3220 NORTHLINE AVENUE | GREENSBORO | NC | 27408 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| LOVE LITERACY | ||||||||
| 875 WEST FIFTH STREET | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| THE MADEIRA SCHOOL | ||||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| MAYO FOUNDATION | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| MENTAL HEALTH ASSOCIATION OF FORSYTH CO | ||||||||
| 1509 SOUTH HAWTHORNE ROAD | WINSTON SALEM | NC | 27103 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MILLION KIDS | ||||||||
| PO BOX 7295 | RIVERSIDE | CA | 92513 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| MIRACLES IN SIGHT | ||||||||
| 3900 WESTPOINT BLVD | SUITE F | WINSTON SALEM | NC | 27103 | N/A | PC | GENERAL SUPPORT | $15,000 |
| MOUNT EAGLE COLLEGE | ||||||||
| 4025 UNIVERSITY PARKWAY 100 | WINSTON SALEM | NC | 27106 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MUSE | ||||||||
| PO BOX 21326 | WINSTON SALEM | NC | 27120 | N/A | PC | GENERAL SUPPORT, NEW WINSTON SALEM HISTORY MUSEUM CAPITAL CAMPAIGN | $250,000 | |
| NC NETWORK OF GRANTMAKERS | ||||||||
| 3737 GLENWOOD AVE | SUITE 460 | RALEIGH | NC | 27612 | N/A | PC | GENERAL SUPPORT | $2,380 |
| OLD SALEM MUSEUMS & GARDENS | ||||||||
| 600 SOUTH MAIN STREET | WINSTON SALEM | NC | 27199 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| OPERATION AIRDROP INC | ||||||||
| PO BOX 1271 | BEDFORD | TX | 76095 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| PBS NORTH CAROLINA | ||||||||
| PO BOX 580528 | RALEIGH | NC | 28258 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| PIEDMONT CRAFTSMEN | ||||||||
| 601 NORTH TRADE STREET | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PLAYMAKERS REPERTORY COMPANY | ||||||||
| CB 3235 | CHAPEL HILL | NC | 27599 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PRINCETON PROSPECT FDTNTOWER FUND | ||||||||
| 45 LAUREL ROAD | PRINCETON | NJ | 08543 | N/A | PC | GENERAL SUPPORT | $500 | |
| PRINCETON U FRIENDS OF TRIANGLE | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | N/A | PC | GENERAL SUPPORT | $500 | |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| PROJECT BELIEVE | ||||||||
| 3806 MONUMENT AVENUE | RICHMOND | VA | 23230 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| QUANTUM FUTURES GROUP INC | ||||||||
| 295 SCRATCH BRANCH AVENUE | OTTO | NC | 28763 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| REACH | ||||||||
| 11 EAST ACADEMY STREET | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| REYNOLDA HOUSE | ||||||||
| PO BOX 7287 | WINSTON SALEM | NC | 27109 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| RONALD MCDONALD HOUSE - WINSTON SALEM | ||||||||
| 419 S HAWTHORNE ROAD | WINSTON SALEM | NE | 27103 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| SAINT PAUL'S EPISCOPAL CHURCH | ||||||||
| 206 WEST COWLES STREET | WILKESBORO | NC | 28697 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| SALEMTOWNE | ||||||||
| 1000 SALEMTOWNE DRIVE | WINSTON SALEM | NC | 27106 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| THE SALVATION ARMY | ||||||||
| PO BOX 1205 | WINSTON SALEM | NC | 27102 | N/A | PC | GENERAL SUPPORT | $11,000 | |
| SAMARITAN MINISTRIES | ||||||||
| 414 EAST NORTHWEST BLVD | WINSTON SALEM | NC | 27105 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NE | 28607 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| SAWTOOTH SCHOOL FOR VISUAL ART | ||||||||
| 251 NORTH SPRUCE STREET | WINSTON SALEM | NE | 27101 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| NORTH CAROLINA MUSEUM OF ART (FORMERLY SECCA) | ||||||||
| 750 MARGUERITE DRIVE | WINSTON SALEM | NC | 27106 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| SECOND HARVEST FOOD BANK OF NWNC | ||||||||
| 3330 SHOREFAIR DRIVE | WINSTON SALEM | NC | 27105 | N/A | PC | GENERAL SUPPORT | $101,000 | |
| SENIOR SERVICES | ||||||||
| 836 OAK ST | SUITE 320 | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $10,000 |
| SHEPHERD'S CENTER OF GREATER W-S | ||||||||
| 1700 EBERT STREET | WINSTON SALEM | NC | 27103 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SUMMIT SCHOOL | ||||||||
| 2100 REYNOLDA ROAD | WINSTON SALEM | NC | 27106 | N/A | PC | GENERAL SUPPORT | $252,000 | |
| SURFRIDER FOUNDATION | ||||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| TENOR GUITAR FOUNDATION | ||||||||
| 35645 DOW LANE | ASTORIA | OR | 97103 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| TRELLIS SUPPORTIVE CARE FOUNDATION | ||||||||
| 101 HOSPICE LANE | WINSTON SALEM | NC | 27103 | N/A | PC | GENERAL SUPPORT | $17,000 | |
| TROSA | ||||||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| UMAR | ||||||||
| PO BOX 2757 | CHARLOTTE | NC | 28070 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| UNICEF USA | ||||||||
| PO BOX 96964 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| UNITED WAY | ||||||||
| 301 NORTH MAIN STREET | SUITE 1700 | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $25,000 |
| UNIVERSITY OF NC SCHOOL OF THE ARTS | ||||||||
| 1533 S MAIN STREET | BOX 12189 | WINSTON SALEM | NC | 27199 | N/A | PC | GENERAL SUPPORT | $10,000 |
| VCFD WIDOWS ORPHANS & ASSISTANCE FUND | ||||||||
| 3251 CORTE MALPASO | SUITE 501B | CAMARILLO | CA | 93012 | N/A | PC | GENERAL SUPPORT | $5,000 |
| WAYSIDE WAIFS | ||||||||
| 3901 MARTHA TRUMAN ROAD | KANSAS CITY | MO | 64137 | N/A | PC | GENERAL SUPPORT | $250 | |
| WE TEAM YOUTH SERVICES INC | ||||||||
| 415 WEST CLEMMONSVILLE RD | WINSTON SALEM | NC | 27127 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WILKES ART GALLERY | ||||||||
| 913 C STREET | NORTH WILKESBORO | NC | 28659 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WILKES COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 120 | WILKESBORO | NC | 28697 | N/A | PC | GENERAL SUPPORT | $304,000 | |
| COMMUNITY PARTNERSHIP FOR CHILDREN | ||||||||
| PO BOX 788 | NORTH WILKESBORO | NC | 28659 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WILKES HEALTH FOUNDATION | ||||||||
| PO BOX 669 | NORTH WILKESBORO | NC | 28659 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| WILKES RECOVERY REVOLUTION INC | ||||||||
| PO BOX 893 | NORTH WILKESBORO | NC | 28659 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| WILL & DENI MCINTYRE FOUNDATION | ||||||||
| 77 BEAR ROCK ROAD | HENDERSONVILLE | NC | 28739 | N/A | PF | GENERAL SUPPORT | $2,500 | |
| THE WINSTON SALEM FOUNDATION | ||||||||
| 751 WEST FOURTH STREET | SUITE 200 | WINSTON SALEM | NC | 27101 | N/A | PC | WILL & DENI MCINTYRE FOUNDATION | $5,000 |
| WINSTON SALEM POLICE FOUNDATION | ||||||||
| PO BOX 24011 | WINSTON SALEM | NC | 27114 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| WINSTON SALEM RESCUE MISSION | ||||||||
| PO BOX 595 | WINSTON SALEM | NC | 27102 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WINSTON SALEM STREET SCHOOL | ||||||||
| PO BOX 1545 | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| WINSTON SALEM SYMPHONY | ||||||||
| 630 WEST SIXTH STREET | SUITE 101 | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $3,000 |
| WINSTON SALEM THEATRE ALLIANCE | ||||||||
| 650 WEST SIXTH STREET | WINSTON SALEM | NC | 27101 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| WOMEN IN MOTION OF HIGH POINT | ||||||||
| 815 PHILLIPS AVENUE | HIGH POINT | NE | 27360 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| WORLD VISION | ||||||||
| PO BOX 70399 | TACOMA | WA | 98481 | N/A | PC | GENERAL SUPPORT | $400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,204,530 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,530 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $985,956 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,206,066 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,364,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,364,552 | TotalIncomeProducingActyAmt |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CROUCH JOSLYN PLLC TAX PREP | $6,873 | $6,873 | |
| BROWARD GROVE LLC | $7,308 | $3,654 | $3,654 |
| BGTMS LLC TAX PREP | $3,421 | $3,421 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KINLEY FOUNDATION | |||||||||||
| 5970 FAIRVIEW ROAD SUITE 705 | CHARLOTTE | NC | 28210 | 2024-11-01 | $21,968,661 | SEE ATTACHED AGREEMENT | $120,000 | NO | 12/31/2024 | 2024-12-31 | CONFIRMED THE ADHERANCE OF RECIPIENT OF DIVIDED ASSETS WITH ALL EXPECTED REQUIREMENTS AND RECIPIENT ORGANIZATIONS ARE ACCEPTABLE CHARITABLE ENTITIES. |
| STRICKLAND GRAHAM FOUNDATION | |||||||||||
| 5970 FAIRVIEW ROAD SUITE 705 | CHARLOTTE | NC | 28210 | 2024-11-01 | $21,329,767 | SEE ATTACHED AGREEMENT | $0 | NO | 12/31/2024, 9/30/2025 | 2024-12-31 | CONFIRMED THE ADHERANCE OF RECIPIENT OF DIVIDED ASSETS WITH ALL EXPECTED REQUIREMENTS AND RECIPIENT ORGANIZATIONS ARE ACCEPTABLE CHARITABLE ENTITIES. CHARITABLE EXPENDITURES BY THE RECIPIENT IN TAX YEAR 2025 WERE CONFIRMED TO BE MADE AND TO QUALIFIED ORGANIZATIONS. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,832,205 | EOYBookValueAmt |
| EOYFMV | $4,763,409 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $36,169,918 | EOYBookValueAmt |
| EOYFMV | $63,104,945 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $300,015 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $298,308 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,888,408 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,826,370 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,216 | LegalFeesAmt |
| Net Investment Income | $1,216 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IRON MTN INC NEW | $318,911 | $318,911 | $593,409 |
| LINCOLN NATIONAL ANNUITY | $3,000,000 | $3,000,000 | $4,112,974 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENTS | Desc |
| Amt | $58,018 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BOOKS, SUBSCRIPTIONS, REFERENC | $1,485 | $1,485 |
| BANK FEES | $79 | $79 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SALEM INV COUNSELORS MGMT FEES | $195,401 | $195,401 |
| COMPUTER SERVICES | $1,800 | $1,800 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US TAX PAYMENT | $10,500 | ||
| PAYROLL TAXES | $7,294 | $3,647 | $3,647 |