LIVE LOVE SERVE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LIVE LOVE SERVE FOUNDATION (EIN 81-0990159)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-29
- IRS object ID
- 202410609349100411
- Schema version
- 2023v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-29T09:46:14-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561434747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREERWALKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE ST SUITE 1100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810990159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVE LOVE SERVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIVE | BusinessNameControlTxt |
| Phone | 7047053736 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4112 OLD PINEVILLE ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GUPTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7047053736 | PhoneNum |
| Signature | 2024-02-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | GUPTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA P TILLEY | PreparerPersonNm |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | PhoneNum |
| Preparation | 2024-02-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $607,330 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $424,403 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,584 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,584 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,189 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,189 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $678 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $678 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $678 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $6,560 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $441,854 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,451 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,560 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,008 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,504 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,504 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,158 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,158 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,482 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,482 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,662 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,386 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,391 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,391 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $437,439 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,662 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $421,777 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,789 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,560 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,518 | CashBOYAmt |
| Cash EOY | $102,227 | CashEOYAmt |
| Cash EOYFMV | $102,227 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $19,195 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $25,447 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $19,195 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $19,195 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $409,337 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $485,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $485,908 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $549,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $607,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $607,330 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $549,302 | RetainedEarningBOYAmt |
| Retained Earning EOY | $607,330 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $549,302 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $607,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $549,302 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $607,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $549,302 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,613 | OtherIncreasesAmt |
| Subtotal | $607,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $607,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BANK OF AMERICA LTCG | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $678 | GrossSalesPriceAmt |
| Gain Or Loss | $678 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $678 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $678 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | 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 | $200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $175 | OverpaymentAmt |
| Applied To ES Tax | $175 | 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.LLSFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | WILLIAM R GUPTON | IndividualWithBooksNm |
| Phone | 9197194442 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1618 GLENWOOD AVE | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27608 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHRISTINE LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH RESTITUTO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| COLLEEN LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOMMY LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM GUPTON | ||||||||
| 1618 GLENWOOD AVE | RALEIGH | NC | 27608 | SECRETARY & TREASURER | 3.00 | $25,008 | $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 | $418,213 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,658 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,195 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $556,066 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $556,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,341 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $547,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25 | TotalTaxAmt |
| Distributable Before Adj | $27,361 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,361 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,361 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $421,777 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $421,777 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,361 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $377,669 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $605,843 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $707,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $315,272 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $488,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,495,134 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $421,777 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,361 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $394,416 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,889,550 | 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 | $377,669 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,511,881 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $605,843 | ExcessFromYear4Amt |
| Excess From Year3 | $707,866 | ExcessFromYear3Amt |
| Excess From Year2 | $315,272 | ExcessFromYear2Amt |
| Excess From Year1 | $488,484 | ExcessFromYear1Amt |
| Excess From Current Year | $394,416 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID LONGO | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID LONGO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4110 OLD PINEVILLE ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7047053736 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION MAY BE ACCESSED AT LLSFOUNDATION.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE FOR DETAILS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| MS JUDY A OXFORD | |||||||
| 1616 WESTGATE CIRCLE STE 215 | BRENTWOOD | TN | 37027 | I | PERSONAL HARDSHIP | $5,000 | |
| NOVANT HEALTH | |||||||
| PO BOX 936787 | ATLANTA | GA | 311936787 | PC | PERSONAL HARDSHIP | $5,000 | |
| GARRETT TAYLOR | |||||||
| 9243 LANDBURG LANE | CHARLOTTE | NC | 28210 | I | PERSONAL HARDSHIP | $10,000 | |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 36TH TERR | PEMBROKE PARK | FL | 33023 | PC | GENERAL SUPPORT | $1,950 | |
| FOOD BANK OF CENTRAL & EASTERN NC | |||||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | PC | GENERAL SUPPORT | $1,950 | |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758514 | TOPEKA | KS | 666758514 | PC | GENERAL SUPPORT | $3,649 | |
| SECOND HARVEST FOOD BANK OF METROLINA | |||||||
| 500B SPRATT STREET | CHARLOTTE | NC | 28206 | PC | GENERAL SUPPORT | $1,963 | |
| HARVEST HOPE FOODBANK | |||||||
| PO BOX 451 | COLUMBIA | SC | 29201 | PC | GENERAL SUPPORT | $1,950 | |
| LOW COUNTRY FOODBANK | |||||||
| 2864 AZALEA DRIVE | CHARLESTON | SC | 29405 | PC | GENERAL SUPPORT | $1,950 | |
| SECOND HARVEST FOOD BANK OF MIDDLE TN | |||||||
| 331 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | PC | GENERAL SUPPORT | $1,950 | |
| FEEDING NORTHEAST FLORIDA | |||||||
| 1116 EDGEWOOD AVE | JACKSONVILLE | FL | 32254 | PC | GENERAL SUPPORT | $1,950 | |
| SECOND HARVEST FOOD BANK OF NORTHEAST NC | |||||||
| 3655 REED ST | WINSTON SALEM | NC | 27107 | PC | GENERAL SUPPORT | $1,950 | |
| SECOND HARVEST FOOD BANK OF EAST TN | |||||||
| 136 HARVEST LANE | MARYLAND | TN | 37801 | PC | GENERAL SUPPORT | $1,950 | |
| BRIGHT BLESSINGS | |||||||
| 1150 CREWS ROAD SUITE C | MATHEWS | NC | 28105 | PC | GENERAL SUPPORT | $3,000 | |
| ASSISTANCE LEAGUE OF CHARLOTTE | |||||||
| 3405 S TRYON ST | CHARLOTTE | NC | 28217 | PC | GENERAL SUPPORT | $3,000 | |
| BRAVEWORKS | |||||||
| 1717 CLEVELAND AVE | CHARLOTTE | NC | 28203 | PC | GENERAL SUPPORT | $5,000 | |
| GOLD SHIELD FOUNDATION NC | |||||||
| 1004 CASTLE PINES COURT | CLEMMONS | NC | 27012 | PC | GENERAL SUPPORT | $2,500 | |
| YMCA CAMP THUNDERBIRD | |||||||
| ATTN KIM CONROY 1 THUNDERBIRD LANE | LAKE WYLIE | SC | 29710 | PC | GENERAL SUPPORT | $5,000 | |
| HOSPITAL HOSPITALITY HOUSE OF WS | |||||||
| 970 BALDWIN LANE | WINSTON SALEM | NC | 27103 | PC | GENERAL SUPPORT | $5,000 | |
| GOOD FRIENDS CHARLOTTE | |||||||
| ATTN KAY CHELENA 1307 WEST MOREHEAD | CHARLOTTE | NC | 28208 | PC | GENERAL SUPPORT | $5,000 | STREET |
| HEALED AND RESTORED INC | |||||||
| 13500 CRYSTAL SPRINGS DRIVE | HUNTERSVILLE | NC | 28078 | PC | GENERAL SUPPORT | $5,000 | |
| BRAKES | |||||||
| 7148 WEDDINGTON RD NW SUITE 150 | CONCORD | NC | 28027 | PC | GENERAL SUPPORT | $15,000 | |
| PROMISING PAGES | |||||||
| ERIC LAW 4020 YANCEY ROAD | CHARLOTTE | NC | 28217 | PC | GENERAL SUPPORT | $5,000 | |
| FOLDS OF HONOR AMERICAN INTERIORS CHAPTER | |||||||
| 302 SOUTH BYRNE ROAD BUILDING 100 | TOLDEO | OH | 43615 | PC | GENERAL SUPPORT | $10,000 | |
| VAPOR MINISTRIES | |||||||
| 338 TALLADEGA SPRINGS RD | SYLACAUGA | AL | 35151 | PC | GENERAL SUPPORT | $102,480 | |
| BLACK MOUNTAIN WEEKEND | |||||||
| 9101 FOUR ACRE CT | CHARLOTTE | NC | 28210 | PC | GENERAL SUPPORT | $10,000 | |
| BECAUSE BASEBALL INC | |||||||
| MR KEMP GOULDIN 2311 18TH STREET N | ARLINGTON | VA | 22201 | PC | GENERAL SUPPORT | $10,000 | |
| ELECTORAL EDUCATION FOUNDATION | |||||||
| 769 CORMICHE LANE | WAKE FOREST | NC | 27587 | PC | GENERAL SUPPORT | $10,000 | |
| THE COLSON CENTER FOR CHRISTIAN WORLDVIEW | |||||||
| PO BOX 62160 | COLORADO SPRINGS | CO | 80962 | PC | GENERAL SUPPORT | $50,000 | |
| COALITION FOR A BETTER 2050 | |||||||
| 330 SOUTH TRYON STREET STE 100 | CHARLOTTE | NC | 28202 | PC | GENERAL SUPPORT | $10,000 | |
| REV TIMOTHY REID | |||||||
| ST ANN CATHOLIC CHURCH 3635 PARK | CHARLOTTE | NC | 28209 | I | GENERAL SUPPORT | $2,000 | ROAD |
| SEED TO TABLE OREGON | |||||||
| PO BOX 1812 | SISTERS | OR | 97757 | PC | GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE | |||||||
| CASHIERS OFFICE- REESE 2ND FLOOR | CHARLOTTE | NC | 28223 | GOV | SCHOLARSHIP | $5,000 | 9201 UNIVERSITY CITY BOULEVARD |
| HOWARD UNIVERSITY | |||||||
| OFFICE OF THE BURSAR ATTN CASHIERS | WASHINGTON | DC | 20059 | PC | SCHOLARSHIP | $5,000 | OFFICE 2400 6TH STREET NW SUITE 115 |
| UNC GREENSBORO | |||||||
| PO BOX 26170 | GREENSBORO | NC | 27402 | GOV | SCHOLARSHIP | $7,500 | |
| SETON HALL UNIVERSITY | |||||||
| 400 SOUTH ORANGE AVE | SOUTH ORANGE | NJ | 07079 | PC | SCHOLARSHIP | $10,000 | |
| UNIVERSITY OF GEORGIA | |||||||
| 104 CALDWELL HALL | ATHENS | GA | 30602 | GOV | SCHOLARSHIP | $10,000 | |
| MECKLENBURG AREA CATHOLIC SCHOOLS | |||||||
| BUSINESS OFFICE 1123 SOUTH CHURCH | CHARLOTTE | NC | 28203 | PC | SCHOLARSHIP | $20,000 | STREET |
| ANDERSON UNIVERSITY | |||||||
| MR WAYNE LANDRITH DEVELOPMENT | ANDERSON | SC | 29621 | PC | SCHOLARSHIP | $20,000 | OFFICE 316 BOULEVARD |
| SALVATORE LOBIONDO | |||||||
| 10906 CHAMBERLAIN HALL COURT | CHARLOTTE | NC | 28277 | I | GENERAL SUPPORT | $8,000 | |
| HELP OUR SOLDIERSKYLEE SALAS | |||||||
| 320 AIRPORT DRIVE | MONCKS CORNER | SC | 29461 | PC | GENERAL SUPPORT | $1,699 | |
| JESSICA PEELER LOAN | |||||||
| 115 SOMERSET STREET | GREENVILLE | SC | 29611 | I | SCHOLARSHIP | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,391 | 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 | $5,584 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,189 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $678 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,451 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THOMAS EMMRICH | ||||||
| 1 | 1051 ARBORFIELD DR | MATTHEWS | NC | 28105 | $5,000 | Yes (X) |
| CHARLIS BROCK | ||||||
| 2 | 324 WELLINGSHIRE COURT | MATTHEWS | NC | 28105 | $5,000 | Yes (X) |
| CBI SERVICES | ||||||
| 3 | 4020 YANCEY ROAD | CHARLOTTE | NC | 28217 | $380,000 | Yes (X) |
| DAVID CHRIS LONGO | ||||||
| 4 | 10130 STANDING STONE COURT | CHARLOTTE | NC | 28210 | $12,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,400 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BANK OF AMERICA | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $485,908 | BookValueAmt |
| EOYFMV | $485,908 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE AND MAILING | $215 | $0 | $215 |
| WEBSITE | $3,267 | $0 | $3,267 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENT | $47,053 |
| UNCLEARED CHECK | $6,560 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $3,158 | Amt |
| Net Investment Income | $3,158 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |