H CLAY AND WAVIE M PRESNELL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- H CLAY AND WAVIE M PRESNELL FOUNDATION (EIN 20-2007162)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-06-15
- IRS object ID
- 202631669349100658
- Schema version
- 2024v5.5
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- 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 | 2026-06-15T09:38:07-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 LEIGH FARM ROAD SUITE 450 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27707 | 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 | 202007162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE H CLAY AND WAVIE M PRESNELL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HCLA | BusinessNameControlTxt |
| Phone | 3363286529 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 234 | AddressLine1Txt |
| City | RANDLEMAN | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27317 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMMY WEBSTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3363286529 | PhoneNum |
| Signature | 2026-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID L HUNTOON | PreparerPersonNm |
| PTIN | P00078294 | PTIN |
| Phone | 9199684911 | PhoneNum |
| Preparation | 2026-06-12 | 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 | $3,562,310 | 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 | $322,688 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,037 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,037 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $152,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,332,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $152,069 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $549,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $226,586 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,933 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,966 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,967 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,814 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,407 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,407 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,517 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,258 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,259 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,461 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,461 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,670 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $455 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $441 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $441 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $742 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $742 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,816 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,578 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $170,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $317,696 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,039 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,629 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $164,206 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $164,206 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,580,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,705,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,398,104 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,684,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,869,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,562,310 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,003 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,003 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,684,369 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,867,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,684,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,867,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,684,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,869,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,684,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $317,696 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,002,065 | SubtotalAmt |
| Other Decreases | $134,782 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,867,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,327,898 | $1,180,055 | $147,843 | $147,843 | |
| CAPITAL GAINS DIVIDENDS | $4,226 | $4,226 | $4,226 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $152,069 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,364 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,364 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | 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 | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,236 | OverpaymentAmt |
| Applied To ES Tax | $1,236 | 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 | WWW.PRESNELLFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | TAMMY L WEBSTER | IndividualWithBooksNm |
| Phone | 3363286529 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 234 | AddressLine1Txt |
| City | RANDLEMAN | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27317 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN KESLER | ||||||||
| 4375 HAPPY HOLLOW ROAD | ASHEBORO | NC | 27205 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LINDA MCNEILL | ||||||||
| PO BOX 246 | SEAGROVE | NC | 27341 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ROXANNE KESLER | ||||||||
| 4375 HAPPY HOLLOW ROAD | ASHEBORO | NC | 27205 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAMMY WEBSTER | ||||||||
| PO BOX 234 | RANDLEMAN | NC | 27317 | SECRETARY-TREASURER | 10.00 | $35,932 | $0 | $0 |
| BOB MASON | ||||||||
| 842 S COX STREET | ASHEBORO | NC | 27203 | DIRECTOR | 1.00 | $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 | $3,294,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,412,952 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,412,952 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,361,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,364 | TotalTaxAmt |
| Distributable Before Adj | $165,724 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $165,724 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $165,724 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $170,816 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $170,816 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,724 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $11,567 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $11,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $170,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $165,724 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,092 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,659 | 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 | $16,659 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $11,567 | ExcessFromYear2Amt |
| Excess From Current Year | $5,092 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TAMMY WEBSTER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 234 | AddressLine1Txt |
| City | RANDLEMAN | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3364957865 | RecipientPhoneNum |
| Recipient Email Address | TAMMY.WEBSTER@PRESNELLFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOCUS ON RECREATIONAL, EDUCATIONAL, HEALTHCARE AND GOVERNMENTAL SERVICES IN RANDOLPH COUNTY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHESTNUT HILL BAPTIST CHURCH | |||||||
| 1657 OLD FORT ROAD | FAIRVIEW | NC | 28730 | N/A | PC | GENERAL SUPPORT | $30,000 |
| SWANNANSA VALLEY CHRISTIAN MINISTRY | |||||||
| 101 N RIDGEWAY AVE | BLACK MOUNTAIN | NC | 28711 | N/A | PC | GENERAL SUPPORT | $100,000 |
| WINSTON SALEM STEALERS GIRLS BASKETBALL | |||||||
| 900 EAST MOUNTAIN STREET BLDG E | KERNERSVILLE | NC | 27284 | N/A | PC | GENERAL SUPPORT | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,037 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $152,069 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $226,586 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $226,586 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAVIE M PRESNELL CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 234 | AddressLine1Txt |
| City | RANDLEMAN | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $322,688 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $309,526 | FairMarketValueAmt |
| Received | 2024-11-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $4,517 | Amt |
| Net Investment Income | $2,258 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,259 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (166 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB SELECT U S LONG SHORT CL C - 3333.359 SHS. | $36,485 | $44,767 |
| ACCENTURE PLC IRELAND CL A - 62 SHS. | $18,057 | $16,560 |
| ACI WORLDWIDE INC - 70 SHS. | $3,648 | $2,979 |
| ADOBE INC - 11 SHS. | $4,966 | $3,935 |
| AEROVIRONMENT INC - 19 SHS. | $1,952 | $5,085 |
| AGILENT TECHNOLOGIES INC - 155 SHS. | $17,622 | $17,796 |
| AGNC INVESTMENT CORP - 865 SHS. | $8,073 | $8,157 |
| AIRBNB INC CL A - 82 SHS. | $9,902 | $10,858 |
| ALCON INC - 274 SHS. | $17,630 | $23,989 |
| ALPHABET INC CL C - 332 SHS. | $33,787 | $64,030 |
| AMAZON.COM INC - 311 SHS. | $45,893 | $72,808 |
| AMERICAN BEACON AHL MANAGED FUTURES STRATEGY CL A - 2285.859 SHS. | $24,858 | $20,116 |
| AMERIS BANCORP - 54 SHS. | $2,819 | $3,691 |
| ANALOG DEVICES INC - 84 SHS. | $12,260 | $18,869 |
| ARCH CAPITAL GROUP LTD - 100 SHS. | $9,165 | $8,606 |
| ARCH CAPITAL GROUP LTD - 450 SHS. | $22,249 | $38,727 |
| ASML HOLDING NV NY REGISTRY SHS NEW 2012 - 13 SHS. | $6,511 | $9,031 |
| AT&T INC - 441 SHS. | $6,217 | $12,088 |
| BALCHEM CORP - 21 SHS. | $2,026 | $3,202 |
| BARRICK MINING CORP - 383 SHS. | $5,811 | $8,089 |
| BAXTER INTL INC - 325 SHS. | $11,273 | $7,072 |
| BERKLEY W R CORP - 300 SHS. | $17,556 | $20,643 |
| BOOT BARN HOLDINGS INC - 26 SHS. | $932 | $4,469 |
| BOSTON SCIENTIFIC CORP - 115 SHS. | $4,863 | $12,066 |
| BOX INC CL A - 109 SHS. | $3,555 | $3,499 |
| BRANDYWINEGLOBAL CORP CREDIT CL IS - 5893.596 SHS. | $65,934 | $61,765 |
| BROADCOM INC - 87 SHS. | $19,932 | $25,552 |
| BROOKFIELD CORP LTD VTG SHS CL A - 356 SHS. | $11,298 | $23,870 |
| BROWN-FORMAN CORP CL B - 316 SHS. | $8,569 | $9,117 |
| CADENCE DESIGN SYSTEMS INC - 33 SHS. | $9,096 | $12,031 |
| CALIX INC - 92 SHS. | $4,101 | $5,215 |
| CDW CORP - 112 SHS. | $17,947 | $19,531 |
| CHAMPION HOMES INC - 40 SHS. | $2,059 | $2,436 |
| CHIPOTLE MEXICAN GRILL INC CL A - 200 SHS. | $11,000 | $8,576 |
| COHEN & STEERS INC - 37 SHS. | $2,147 | $2,722 |
| COMMVAULT SYSTEMS INC - 29 SHS. | $3,346 | $5,509 |
| COPART INC - 411 SHS. | $11,379 | $18,631 |
| COSTCO WHOLESALE CORP - 16 SHS. | $8,102 | $15,034 |
| COTERRA ENERGY INC - 346 SHS. | $9,194 | $8,439 |
| CRANE NXT CO - 70 SHS. | $3,863 | $4,154 |
| CROWDSTRIKE HOLDINGS INC CL A - 30 SHS. | $4,078 | $13,637 |
| CSW INDUSTRIALS INC - 12 SHS. | $2,540 | $3,114 |
| DANAHER CORP - 126 SHS. | $24,861 | $24,842 |
| DEERE & CO - 35 SHS. | $13,180 | $18,353 |
| DEXCOM INC - 88 SHS. | $7,719 | $7,108 |
| DIAGEO PLC SPON ADR - 87 SHS. | $8,606 | $8,522 |
| DOLLAR GENL CORP NEW - 108 SHS. | $12,114 | $11,119 |
| E L F BEAUTY INC - 37 SHS. | $1,863 | $4,484 |
| EATON CORP PLC - 16 SHS. | $5,789 | $6,156 |
| ENPRO INC - 20 SHS. | $2,094 | $4,248 |
| FEDERAL SIGNAL CORP - 30 SHS. | $3,061 | $3,797 |
| FERGUSON ENTERPRISES INC - 147 SHS. | $22,584 | $32,830 |
| FISERV INC - 168 SHS. | $21,718 | $23,342 |
| FRANKLIN CONVERTIBLE SECS ADVISOR CL - 1003.137 SHS. | $21,531 | $24,166 |
| GARTNER INC - 89 SHS. | $33,405 | $30,140 |
| GE AEROSPACE - 43 SHS. | $6,915 | $11,656 |
| GENERAL DYNAMICS CORP - 26 SHS. | $5,849 | $8,102 |
| GENERAL MILLS INC - 200 SHS. | $13,986 | $9,796 |
| GENUINE PARTS CO - 68 SHS. | $7,773 | $8,764 |
| GLOBE LIFE INC - 79 SHS. | $8,157 | $11,097 |
| GOLDMAN SACHS EMERGING MARKETS DEBT INSTL CL - 4154.484 SHS. | $41,194 | $41,005 |
| GSK PLC SPON ADR - 393 SHS. | $13,683 | $14,600 |
| HARTFORD INSURANCE GROUP INC - 53 SHS. | $3,812 | $6,593 |
| HEALTHPEAK PPTYS INC - 473 SHS. | $8,257 | $8,013 |
| HERSHEY COMPANY - 52 SHS. | $8,402 | $9,679 |
| HONDA MOTOR LTD ADR REPSTG 3 ORD - 160 SHS. | $4,859 | $4,998 |
| ICON PLC - 58 SHS. | $8,366 | $9,813 |
| INGREDION INC - 73 SHS. | $7,277 | $9,602 |
| INSPIRE MEDICAL SYSTEMS INC - 22 SHS. | $3,944 | $2,740 |
| INTEGER HLDGS CORP - 36 SHS. | $3,082 | $3,906 |
| INTERDIGITAL INC - 20 SHS. | $3,119 | $5,164 |
| INTERFACE INC - 144 SHS. | $2,831 | $2,969 |
| INTUITIVE SURGICAL INC - 25 SHS. | $6,289 | $12,027 |
| IRONWOOD MULTI-STRATEGY FUND LLC - 262.039 SHS. | $290,566 | $314,976 |
| ISHARES 0-3 MONTH TREASURY BOND ETF - 108 SHS. | $10,864 | $10,878 |
| ISHARES 20+ YR TREASURY BOND ETF - 529.942 SHS. | $45,020 | $46,063 |
| JBT MAREL CORP - 26 SHS. | $2,754 | $3,583 |
| JONES LANG LASALLE INC - 30 SHS. | $4,865 | $8,111 |
| KENVUE INC - 425 SHS. | $8,168 | $9,112 |
| KEYSIGHT TECHNOLOGIES INC - 151 SHS. | $20,923 | $24,750 |
| KNIFE RIVER HOLDING CO - 36 SHS. | $2,904 | $2,969 |
| LAM RESEARCH CORP - 100 SHS. | $9,679 | $9,484 |
| LEMAITRE VASCULAR INC - 37 SHS. | $2,302 | $3,006 |
| LIGAND PHARMACEUTICALS INC - 40 SHS. | $3,165 | $5,263 |
| LORD ABBETT SHORT DURATION INCOME CL I - 3717.343 SHS. | $14,278 | $14,386 |
| LOWES COMPANIES INC - 104 SHS. | $17,654 | $23,251 |
| MARSH & MCLENNAN COS INC - 80 SHS. | $11,168 | $15,936 |
| MASTERCARD INC CL A - 29 SHS. | $8,595 | $16,428 |
| MEDALIST PARTNERS MBS TOTAL RETURN INSTL CL - 1699.695 SHS. | $14,501 | $14,617 |
| MEDTRONIC PLC - 130 SHS. | $10,324 | $11,731 |
| MERIT MEDICAL SYSTEMS INC - 38 SHS. | $2,999 | $3,225 |
| META PLATFORMS INC CL A - 34 SHS. | $16,738 | $26,297 |
| MICROSOFT CORP - 114 SHS. | $35,029 | $60,819 |
| MICROSTRATEGY INC CL A - 500 SHS. | $85,818 | $200,930 |
| MOOG INC CLASS A - 19 SHS. | $2,679 | $3,678 |
| MSCI INC CLASS A - 24 SHS. | $13,583 | $13,473 |
| NATIONAL FUEL GAS CO - 150 SHS. | $7,763 | $13,019 |
| NEEDHAM AGGRESSIVE GROWTH INSTL CL - 1958.511 SHS. | $98,846 | $109,363 |
| NIKE INC CL B - 128 SHS. | $11,238 | $9,560 |
| NNN REIT INC - 130 SHS. | $4,935 | $5,364 |
| NORTH SQUARE STRATEGIC INCOME CL I - 5078.7 SHS. | $44,990 | $48,806 |
| NOVA LTD - 16 SHS. | $2,966 | $4,201 |
| NVIDIA CORP - 488 SHS. | $6,352 | $86,801 |
| O REILLY AUTOMOTIVE INC - 120 SHS. | $7,794 | $11,798 |
| OLLIES BARGAIN OUTLET HOLDINGS INC - 39 SHS. | $2,906 | $5,329 |
| ON SEMICONDUCTOR CORP - 200 SHS. | $14,073 | $11,272 |
| OSHKOSH CORP - 65 SHS. | $6,426 | $8,224 |
| PACCAR INC - 283 SHS. | $17,727 | $27,949 |
| PALO ALTO NETWORKS INC - 58 SHS. | $6,527 | $10,069 |
| PARKER-HANNIFIN CORP - 37 SHS. | $12,395 | $27,080 |
| PAYPAL HOLDINGS INC - 189 SHS. | $11,473 | $12,996 |
| PGIM HIGH YIELD CL Z - 10783.828 SHS. | $50,319 | $52,409 |
| PJT PARTNERS INC CL A - 25 SHS. | $2,627 | $4,466 |
| PNC FINANCIAL SERVICES GROUP INC - 54 SHS. | $6,665 | $10,275 |
| POWER INTEGRATIONS INC - 33 SHS. | $2,099 | $1,601 |
| PPG INDUSTRIES INC - 82 SHS. | $10,828 | $8,651 |
| PRESTIGE CONSUMER HEALTHCARE INC - 45 SHS. | $2,693 | $3,328 |
| PRIMORIS SERVICES CORP - 200 SHS. | $17,360 | $18,834 |
| PRIMORIS SERVICES CORP - 43 SHS. | $3,473 | $4,049 |
| PROGRESSIVE CORP OH - 99 SHS. | $10,220 | $23,962 |
| RAMBUS INC - 56 SHS. | $3,300 | $4,140 |
| RB GLOBAL INC - 100 SHS. | $9,747 | $10,826 |
| REGAN TOTAL RETURN INCOME INSTL CL - 3345.854 SHS. | $31,616 | $32,020 |
| S&P GLOBAL INC - 25 SHS. | $8,715 | $13,778 |
| SANMINA CORP - 100 SHS. | $9,788 | $11,604 |
| SANOFI SPON ADR - 225 SHS. | $11,765 | $10,269 |
| SCHWAB CHARLES CORP - 196 SHS. | $10,550 | $19,155 |
| SCHWAB CHARLES CORP - 95 SHS. | $5,710 | $9,284 |
| SENSIENT TECHNOLOGIES CORP - 40 SHS. | $2,951 | $4,492 |
| SERVICENOW INC - 29 SHS. | $12,902 | $27,350 |
| SHELL PLC SPONSORED ADR REPSTG ORD SHS - 80 SHS. | $4,887 | $5,777 |
| SHOPIFY INC CL A - 103 SHS. | $7,053 | $12,588 |
| SKECHERS USA INC CL A - 200 SHS. | $11,476 | $12,650 |
| SM ENERGY CO - 60 SHS. | $2,428 | $1,655 |
| SOMNIGROUP INTERNATIONAL INC - 200 SHS. | $14,940 | $14,476 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - 196.067 SHS. | $17,971 | $17,989 |
| SPROTT PHYSICAL GOLD & SILVER TRUST UNIT - 6700 SHS. | $164,469 | $201,804 |
| STARBUCKS CORP - 144 SHS. | $12,550 | $12,839 |
| STERLING INFRASTRUCTURE INC - 23 SHS. | $1,075 | $6,155 |
| STIFEL SMART RATE STIFEL BANK - 238944.01 SHS. | $238,944 | $238,944 |
| TARGET CORP - 108 SHS. | $10,916 | $10,854 |
| TEXAS INSTRUMENTS INC - 162 SHS. | $28,153 | $29,332 |
| TJX COS INC - 115 SHS. | $7,671 | $14,321 |
| TOTALENERGIES SE SPON ADR - 200 SHS. | $12,458 | $11,910 |
| TRADE DESK INC (THE) CL A - 86 SHS. | $5,528 | $7,479 |
| TRAVELERS COS INC - 34 SHS. | $5,556 | $8,848 |
| TRUIST FINANCIAL CORP - 225 SHS. | $6,473 | $9,835 |
| TYLER TECHNOLOGIES INC - 21 SHS. | $12,330 | $12,276 |
| U S BANCORP DE - 311 SHS. | $11,592 | $13,983 |
| UFP TECHNOLOGIES INC - 12 SHS. | $2,908 | $2,717 |
| UNILEVER PLC SPON ADR - 200 SHS. | $9,952 | $11,686 |
| UNITED PARCEL SERVICE INC CL B - 91 SHS. | $12,734 | $7,841 |
| UNIVERSAL TECHNICAL INSTITUTE INC - 112 SHS. | $3,911 | $3,609 |
| VERICEL CORP - 81 SHS. | $3,902 | $2,830 |
| VERIZON COMMUNICATIONS INC - 390 SHS. | $12,960 | $16,676 |
| VISA INC CL A - 131 SHS. | $26,137 | $45,257 |
| W P CAREY INC - 139 SHS. | $7,726 | $8,918 |
| WALMART INC - 200 SHS. | $18,140 | $19,596 |
| WASTE CONNECTIONS INC - 47 SHS. | $6,960 | $8,773 |
| WELLS FARGO & CO - 184 SHS. | $7,831 | $14,836 |
| WILLIAMS COS INC DEL - 108 SHS. | $3,608 | $6,475 |
| WINNEBAGO INDUSTRIES INC - 200 SHS. | $12,867 | $5,944 |
| WORTHINGTON ENTERPRISES INC - 200 SHS. | $11,715 | $12,394 |
| YETI HOLDINGS INC - 70 SHS. | $2,921 | $2,572 |
| ZIMMER BIOMET HOLDINGS INC - 136 SHS. | $14,031 | $12,464 |
| ZOETIS INC CL A - 44 SHS. | $6,977 | $6,415 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO REFLECT DONATED STOCK AT TAX BASIS | Desc |
| Amt | $134,782 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $379 | $0 | $379 |
| WEBSITE | $363 | $0 | $363 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CALL PRIMORIS SVCS CORP $90 EXP 08/15/25 - -2 SHS. | $0 | $540 |
| CALL WAL-MART STORES INC $100 EXP 08/22/25 - -2 SHS. | $0 | $362 |
| CALL RB GLOBAL INC $110 EXP 08/15/25 - -1 SHS. | $0 | $285 |
| CALL ON SEMICONDUCTOR $65 EXP 08/08/25 - -2 SHS. | $0 | $302 |
| CALL WINNEBAGO INDS INC $32.50 EXP 08/15/25 - -2 SHS. | $0 | $338 |
| CALL GENERAL MILLS INC $55 EXP 08/15/25 - -2 SHS. | $0 | $176 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $34,461 | Amt |
| Net Investment Income | $34,461 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $4,215 | $0 | $0 |
| FOREIGN TAXES | $455 | $455 | $0 |